Retirement Living Inc
As a continuing care retirement community, the role of Retirement Living, Inc. is to provide a high quality continuum of care by serving the housing and human development needs of our residents. (continued in schedule O)
Retirement Living Inc at a glance
In short: Retirement Living Inc gave $191K across 3 grants in 2024 (avg $64K), mostly in Indiana. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $190,564
- -17.1% vs 2023
- Grants made (2024)
- 3
- +0.0% vs 2023
- Average grant
- $63,521
- -17.1% vs 2023
- Median grant
- $36,765
- Total assets
- $141,646,873
- +2.8% vs 2023
- Primary geography
- Indiana (86% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Retirement Living Inc funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Meals on Wheels ($127K). Together the top 3 received $191K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 8 grants of 11 (73%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How Retirement Living Inc gives
- Giving grew 612% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $16K (2020) to $295K (2022). In 2024 it made 3 grants totaling $191K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Meals on Wheels Indianapolis, IN | Program Support | $127,040 |
| Second Helpings Indianapolis, IN | Program Support | $36,765 |
| Alzheimers Association Chicago, IL | Program Support | $26,759 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $141,646,873 | $36,742,605 | $37,312,509 | $190,564 | 3 | $-703,870 |
| 2023 | $137,746,850 | $36,021,978 | $37,577,481 | $229,767 | 3 | $992,433 |
| 2022 | $138,450,323 | $33,262,197 | $34,461,187 | $294,909 | 3 | $728,599 |
| 2021 | $141,539,100 | $35,528,321 | $30,428,126 | $26,782 | 1 | $3,685,316 |
| 2020 | $136,444,279 | $31,025,679 | $30,913,651 | $15,526 | 1 | $1,329,723 |
About Retirement Living Inc
Based on IRS filings
Retirement Living Inc is a public charity focused on Human Services, based in Indianapolis, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $141.6M in total assets. In 2024, it awarded 3 grants totaling $191K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Retirement Living Inc is led by David Mallon, Interim President since 2024 (on filings since 2020); 19 of 22 officers listed in 2024 are compensated.
Officers on the 2024 filing
David Mallon
Interim President
President → Director, 2023
Director → Interim President, 2024
On filings since 2020
1 hr/week
$6K (2020) → $9K (2024)
Kathy A Clark
President
Vice President → President, 2023
On filings since 2022
1 hr/week
$6K (2022) → $5K (2024)
Tim Wetzell
Executive Director
New on the 2024 filing
40 hrs/week
No compensation reported
Michael Hebenstreit
Food & Beverage Director
On filings since 2020
40 hrs/week
$107K (2020) → $120K (2024)
Alicia Taylor
Director of Nursing
On filings since 2022
40 hrs/week
$105K (2022) → $119K (2024)
Jeffrey Borgert
Director
On filings since 2022
1 hr/week
$4K (2022) → $4K (2024)
Joe Breen
Director
On filings since 2022
1 hr/week
$2K (2023) → $7K (2024)
Kevin Schaefer
Director
On filings since 2022
1 hr/week
$3K (2022) → $5K (2024)
Scott Prentice
Director
On filings since 2022
1 hr/week
$3K (2022) → $2K (2024)
Camille Blunt
Director
On filings since 2023
1 hr/week
$3K (2023) → $4K (2024)
Heather Bice
Director
On filings since 2023
1 hr/week
$4K (2023) → $5K (2024)
Heather Jones
Marketing Director
On filings since 2023
40 hrs/week
$105K (2023) → $130K (2024)
Jack Mahoney
Director
On filings since 2023
1 hr/week
$800 (2023) → $5K (2024)
Kevin Scheid
Director
On filings since 2023
1 hr/week
$3K (2023) → $4K (2024)
Andrea Ryan
Financial Services Director
New on the 2024 filing
40 hrs/week
$163K (2024)
Wayne Turner
Director
New on the 2024 filing
1 hr/week
$700 (2024)
Nancy Lorenzano
Director
New on the 2024 filing
1 hr/week
No compensation reported
Constance Brown
Treasurer
Director → Treasurer, 2021
On filings since 2020
1 hr/week
$3K (2020) → $7K (2024)
Sara Green
Residency Counselor
On filings since 2021
40 hrs/week
$117K (2021) → $143K (2024)
Nichole Wilson
Vice President
Director → Vice President, 2023
On filings since 2022
1 hr/week
$4K (2022) → $7K (2024)
Scott Hirschman
Secretary
Director → Secretary, 2023
On filings since 2022
1 hr/week
$4K (2022) → $7K (2024)
Jeffrey Cox Jr.
Health Care Administrator
On filings since 2021
40 hrs/week
No compensation reported
Former officers (22)
- Former: Jeffrey Meltzer MD (2020–2023) — Director
- Former: Michael Corr (2020–2023) — Director
- Former: Barrett Way (2021–2023) — Executive Director
- Former: Vicky Bishop (2022–2023) — Lpn
- Former: Karen Gentleman (2020–2022) — Director
- Former: Keith DeTrude (2020–2022) — Director
- Former: Tiffany Camden (2021–2022) — Clinical Liaison
- Former: James Matthews (2022) — Director
- Former: Mark Varnau (2022) — Director
- Former: Bill Estes (2020–2021) — Director
- Former: Dave Jongleux (2020–2021) — Director
- Former: Joe Ivcevich (2020–2021) — Director
- Former: Marianne Price (2020–2021) — Secretary
- Former: Patricia Radlick (2020–2021) — Director
- Former: Peter Gundy (2020–2021) — Director
- Former: Ronald Meadows (2020–2021) — Environmental Services Director
- Former: Melissa Hancock (2021) — Director of Sales & Marketing
- Former: Brandice Shrader (2020) — Senior Sales Counselor
- Former: Duane Etienne (2020) — Director
- Former: Jerri Stapleton (2020) — Plant Director
- Former: Jonathan M Back (2020) — Director of Nursing
- Former: Tamara Zahn (2020) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $163K, to Andrea Ryan (Financial Services Director). 19 officers or directors reported compensation on that filing.
Frequently asked questions about Retirement Living Inc
How much does Retirement Living Inc give each year?
Retirement Living Inc gave $191K across 3 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $230K across 3 grants.
What is Retirement Living Inc's typical grant size?
Retirement Living Inc's median grant in 2024 was $36,765, and its average grant was $63,521, across 3 grants on its 2024 IRS Form 990.
Where does Retirement Living Inc give grants?
Retirement Living Inc gives mostly in Indiana: 86% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest state was Illinois (14%). The most frequent recipient cities were Indianapolis, IN (2 grants).
Does Retirement Living Inc give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on Retirement Living Inc's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Program Support" (3 grants).
How large is Retirement Living Inc?
Retirement Living Inc reported $141.6M in total assets on its 2024 IRS Form 990. Its revenue that year was $36.7M.
What is Retirement Living Inc?
Retirement Living Inc is a public charity focused on Human Services, based in Indianapolis, IN. It holds $141.6M in total assets as of 2024.
What is Retirement Living Inc's EIN?
Retirement Living Inc's EIN (Employer Identification Number) is 35-1393773. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 10, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS September 12, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 11, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Retirement Living Inc funds
Human Services Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Retirement Living Inc's focus areas in our free grants database
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