Harrogate Inc

Nonprofit profile at a glance

EIN
222919029
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Lakewood, NJ, USA
Phone
7329057070
Rating
67
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Nursing, Convalescent Facilities

Official website

Reported finances

Revenue
$23,639,888
Expenses
$25,019,743
Assets
$30,072,493
Liabilities
$52,910,070

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • WILLIAM SLIVKA (PRESIDENT)
  • CHARLES BENJAMIN (EXECUTIVE DIRECTOR)

Highest reported compensation

  • CHARLES BENJAMIN (EXECUTIVE DIRECTOR): $226,904 total reported compensation
  • MARY-JO KINNEALLY (DIRECTOR OF FINANCIAL SERVICES): $224,281 total reported compensation
  • GLORIA WALSH (ASSOCIATE EXEC. DIRECTOR): $207,753 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Harrogate is a continuing retirement community committed to delivering the highest quality care lifestyle for seniors. Our dedication to excellence is evident by our belief in providing choice, independence and value, while creating meaningful relationships and experiences between residents, families and staff.

What it reported doing in 2025

Harrogate, inc. Is a continuing care retirement community located in lakewood, New Jersey, and offers independent living and skilled nursing services. Independent living offers independent living housing to seniors age 62 and above. Our community has 247 apartments available and in addition to senior living services provides fitness classes and weekly bus trips for cultural and entertainment activities for our residents. We support several clubs at the community including chorus, art classes, book clubs and various card and game clubs. The community also has a 68 bed skilled nursing care facility which provides medical assistance for residents both long term and short term, including therapy and activities.

Operating model

Revenue model
Earned-program. 88% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 71
  • Transparency & Controls: 79
  • Accountability: 49
  • Sustainability: 21
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.3%; rating input score 81
  • Program expense ratio: 77.7%; rating input score 78
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 20%; rating input score 20; 6th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -5.8%; rating input score 9; 9th percentile among comparable filings
  • Total-asset coverage ratio: 1.2; rating input score 35; 35th percentile among comparable filings
  • Liabilities to assets ratio: 1.76; rating input score 1; 1st percentile among comparable filings
  • Officer compensation ratio: 5.9%; rating input score 50; 50th percentile among comparable filings

Growth

  • Program expense growth: 3.6% per year; rating input score 100; 30th percentile among comparable filings
  • Revenue growth: 1.5% per year; rating input score 100; 11th percentile among comparable filings
  • Asset growth: -1.3% per year; rating input score 0; 5th percentile among comparable filings

Details

  • Where the money goes: 81.3% of revenue deployed · 77.7% of spending went to programs
  • Governance: 1 of 5 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $19.4M in reported program spending
  • Leadership: top reported pay $227K · 13 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $5M reported
  • Consistency: 37 of 37 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 20/100.
  • High — Sustainability: Operating margin scored 9/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 35/100.
  • Review — Accountability: Governance controls: Conflict-of-interest policy not reported.
  • High — Sustainability: Liabilities to assets ratio scored 1/100.
  • Review — Sustainability: Officer compensation ratio scored 50/100.