Civic Intelligence

Berkeley Retirement Home Inc

990 • Fiscal year 2014 • EIN 04-2104374

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 02, 2015

Organization ProfileWWW.BERKRETIREMENT.COM

View Organization Page

150 Berkeley StreetLawrence, MA 01841

(978) 682-1614

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

51st percentile

0.12x

Higher debt load relative to assets than 51% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.12x

Higher debt load relative to revenue than 51% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

67th percentile

10%

Higher net margin than 67% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

72nd percentile

$105,971

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

23rd percentile

-4.1%

Faster asset growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

15%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$2,997,024

Down $128,905 (-4.1%) from 2013

Net Assets

Down

$2,638,354

Down $76,567 (-2.8%) from 2013

Liabilities

Down

$358,670

Down $52,338 (-13%) from 2013

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin67th percentile

Revenue

Up

$3,070,160

Up $396,343 (+15%) from 2013

Expenses

Down

$2,760,111

Down $28,468 (-1.0%) from 2013

Net Income

Up

$310,049

Up $424,811 (+370%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,267,630Liabilities 2010: $275,850Net Assets 2010: $2,991,7802010Assets 2011: $3,037,137Liabilities 2011: $221,163Net Assets 2011: $2,815,9742011Assets 2012: $3,020,940Liabilities 2012: $359,649Net Assets 2012: $2,661,2912012Assets 2013: $3,125,929Liabilities 2013: $411,008Net Assets 2013: $2,714,9212013Assets 2014: $2,997,024Liabilities 2014: $358,670Net Assets 2014: $2,638,3542014Assets 2015: $2,835,844Liabilities 2015: $339,468Net Assets 2015: $2,496,3762015Assets 2016: $2,715,726Liabilities 2016: $343,324Net Assets 2016: $2,372,4022016Assets 2017: $2,545,179Liabilities 2017: $351,551Net Assets 2017: $2,193,6282017Assets 2018: $2,230,113Liabilities 2018: $433,837Net Assets 2018: $1,796,2762018Assets 2020: $2,268,233Liabilities 2020: $476,047Net Assets 2020: $1,792,1862020Assets 2021: $2,045,687Liabilities 2021: $558,266Net Assets 2021: $1,487,4212021Assets 2022: $1,671,093Liabilities 2022: $491,749Net Assets 2022: $1,179,3442022Assets 2023: $2,070,351Liabilities 2023: $644,139Net Assets 2023: $1,426,2122023Assets 2024: $1,456,412Liabilities 2024: $602,107Net Assets 2024: $854,3052024

Highlighted filing

2014

Assets$2,997,024
Liabilities$358,670
Net Assets$2,638,354
Open 2014 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,651,5372010Expenses 2011: $2,758,5822011Expenses 2012: $2,785,3902012Revenue 2013: $2,673,817Expenses 2013: $2,788,579Net Income 2013: -$114,7622013Revenue 2014: $3,070,160Expenses 2014: $2,760,111Net Income 2014: $310,0492014Revenue 2015: $2,810,440Expenses 2015: $2,918,647Net Income 2015: -$108,2072015Revenue 2016: $2,694,485Expenses 2016: $2,911,289Net Income 2016: -$216,8042016Revenue 2017: $2,863,941Expenses 2017: $3,082,219Net Income 2017: -$218,2782017Revenue 2018: $2,814,792Expenses 2018: $3,180,925Net Income 2018: -$366,1332018Revenue 2020: $3,136,597Expenses 2020: $3,073,579Net Income 2020: $63,0182020Revenue 2021: $2,741,972Expenses 2021: $3,106,698Net Income 2021: -$364,7262021Revenue 2022: $2,990,885Expenses 2022: $3,146,401Net Income 2022: -$155,5162022Revenue 2023: $3,588,907Expenses 2023: $3,398,090Net Income 2023: $190,8172023Revenue 2024: $3,427,385Expenses 2024: $3,931,477Net Income 2024: -$504,0922024

Highlighted filing

2014

Revenue$3,070,160
Expenses$2,760,111
Net Income$310,049
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 2, 2015
Return Version
2014v5.0
Gross Receipts
$2,764,560
Mission and Program Overview

Mission

The berkeley retirement home, inc. Is dedicated to the excellence of care, the maintenance and restoration of health, the promotion of holistic wellness, the relief of suffering and the belief in the fullness of life and the dignity of the individual. The organization's belief is that - "a home is what we will call it and a home it will be throughout all time because our love of god and man has found fit expression."

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,169,712$1,424,452▲ $254,740
Land, Buildings, and Equipment, Net$1,271,233$1,221,958▼ $49,275
Savings and Temporary Cash Investments$464,218$175,068▼ $289,150
Accounts Receivable$192,156$142,094▼ $50,062
Prepaid Expenses and Deferred Charges$25,275$31,212▲ $5,937
Cash and Non-Interest-Bearing Accounts$1,658$2,240▲ $582
Total Assets$3,125,929$2,997,024▼ $128,905
Other Assets Total$1,677$0▼ $1,677
Liabilities
Accounts Payable and Accrued Expenses$248,997$233,923▼ $15,074
Deferred Revenue$73,215$66,125▼ $7,090
Unsecured Notes Loans Payable$79,500$49,326▼ $30,174
Other Liabilities$9,296$9,296→ $0
Total Liabilities$411,008$358,670▼ $52,338
Net Assets / Fund Balance
Unrestricted Net Assets$2,714,921$2,638,354▼ $76,567
Total Net Assets Fund Balance$2,714,921$2,638,354▼ $76,567
Total Liabilities and Net Assets / Fund Balance$3,125,929$2,997,024▼ $128,905

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,070,044$2,439,727$3,509,771
Equipment$108,164$449,055$557,219
Other Land Buildings$0$46,181$46,181
Land$43,750-$43,750
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James DillonAdministratorFT$93,666$12,305$105,971

Board Members and Trustees

NameTitle
Alan DawsonPresident
John FelciVice President
Rev Donald DickersonHonorary Trustee
Connie DotoTrustee
Dennis SweeneyTrustee
George MoriartyTrustee
Jerome JozakTrustee
John TucarellaTrustee
Linda BuellTrustee
Linda SantamariaTrustee
Maria RosatiTrustee
Norman PottsTrustee
Peter J CarusoTrustee
Phyllis ByrneTrustee
Rick DewhirstTrustee
Robert K LarsonTrustee
Robert PerreaultTrustee
Scott MartinTrustee
Dr Eric ParthumAsst. Clerk & Secretary
Diane ShikrallahClerk & Secretary
Rev Richard HaleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,571
Program Service Revenue
$2,663,351
Investment Income
$344,048
Other Revenue
$41,190
All Other Contributions
$21,571
Change in Net Assets
$310,049

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,070,160
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$380,017
Total Revenue per Audited Statements
$3,450,177
Total Revenue per Form 990
$3,070,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,930,704
Other Expenses$829,407
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,417,938$108,468-$1,526,406
Occupancy$222,320--$222,320
Other Employee Benefits$141,343$7,491-$148,834
Payroll Taxes$121,140$17,378-$138,518
Depreciation Depletion$110,282--$110,282
Current Officers, Directors, Trustees, and Key Employees-$105,971-$105,971
Fees for Services Other$21,135$32,475-$53,610
Insurance-$52,576-$52,576
Other Expenses$36,619--$36,619
All Other Expenses$8,562$18,599-$27,161
Fees for Services Accounting-$25,245-$25,245
Office Expenses-$14,719-$14,719
Pension Plan Contributions$9,598$1,377-$10,975
Fees for Service Investment Mgmnt Fees-$6,599-$6,599
Advertising-$3,501-$3,501
Travel-$2,198-$2,198
Interest-$1,911-$1,911
Total Functional Expenses$2,361,603$398,508$0$2,760,111

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,760,111
Expenses per Audited Statements$2,753,512
Total Expenses per Audited Statements$2,753,512
Expenses Not Reported on Financial Statements$6,599
Other Expense Adjustments$6,599
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Resident Funds$9,296
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Prior to filing with the irs, the executive committee and administrator review the 990. Pertinent information is reviewed with the general board at the next scheduled board meeting.”

Form 990, Part VI, Section B, Line 12C

“All employees are subject to the organization's conflict of interest policy. All employees must disclose all real or apparent conflicts of interest that they discover or that have been brought to their attention in connection with the corporation activities. Determinations of whether a conflict exists are made at the management level and reviewed with the board on an annual basis. The board of directors will then report if there are any conflict of interests that exist within the organization. In addition when an individual is deemed to have a conflict of interest, that individual will abstain from making any motions, voting, executing agreements, or taking any other similar direct action on behalf of the corporation.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Berkeley Retirement Home Inc
EIN
04-2104374
Phone
9786821614
Address
150 BERKELEY STREET, LAWRENCE, MA 01841

Signing Officer

Name
Alan Dawson
Title
President
Phone
9786821614
Signed
2015-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Dawson
Formed
1942
Legal Domicile
Ma
Voting Board Members
21
Independent Board Members
21
Employees
88
Volunteers
3

Preparer

Firm
Cliftonlarsonallen Llp
Address
300 CROWN COLONY DRIVE SUITE 310, QUINCY, MA 02169
Preparer
Judy Daley
Phone
6179848100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has a committee that is responsible for the oversight of the financial statements and the selection of the auditor, the process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization is a not-for-profit corporation as described in section 501(c)(3) of the internal revenue code and is exempt from federal and state income taxes on related income pursuant to section 501(a) of the code. Should that status be challenged in the future, the organization's 2011 through 2014 tax years are open for examination by federal and state taxing authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“INVESTMENT FEE -6,599.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“INVESTMENT FEE 6,599.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2193666
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CLERK & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASST. CLERK & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20HONORARY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01942
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0322427
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt016827
IRS990/GrossReceiptsAmt02764560
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt052576
IRS990/InsuranceGrp/TotalAmt052576
IRS990/InterestGrp/ManagementAndGeneralAmt01911
IRS990/InterestGrp/TotalAmt01911
IRS990/InvestmentIncomeGrp/ExclusionAmt021621
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021621
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01169712
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01424452
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02934963
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01271233
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01221958
IRS990/LandBldgEquipCostOrOtherBssAmt04156921
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0-305600
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE BERKELEY RETIREMENT HOME, INC. IS DEDICATED TO THE EXCELLENCE OF CARE, THE MAINTENANCE AND RESTORATION OF HEALTH, THE PROMOTION OF HOLISTIC WELLNESS, THE RELIEF OF SUFFERING AND THE BELIEF IN THE FULLNESS OF LIFE AND THE DIGNITY OF THE INDIVIDUAL. THE ORGANIZATION'S BELIEF IS THAT - "A HOME IS WHAT WE WILL CALL IT AND A HOME IT WILL BE THROUGHOUT ALL TIME BECAUSE OUR LOVE OF GOD AND MAN HAS FOUND FIT EXPRESSION."
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02714921
IRS990/NetAssetsOrFundBalancesEOYAmt02638354
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0322427
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0322427
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-386616
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0222320
IRS990/OccupancyGrp/TotalAmt0222320
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014719
IRS990/OfficeExpensesGrp/TotalAmt014719
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01677
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07491
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0141343
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0148834
IRS990/OtherExpensesGrp/Desc0DIETARY
IRS990/OtherExpensesGrp/Desc1ANCILLARIES
IRS990/OtherExpensesGrp/Desc2LAUNDRY/HOUSEKEEPING
IRS990/OtherExpensesGrp/Desc3NURSING
IRS990/OtherExpensesGrp/ProgramServicesAmt0142840
IRS990/OtherExpensesGrp/ProgramServicesAmt187615
IRS990/OtherExpensesGrp/ProgramServicesAmt242211
IRS990/OtherExpensesGrp/ProgramServicesAmt336619
IRS990/OtherExpensesGrp/TotalAmt0142840
IRS990/OtherExpensesGrp/TotalAmt187615
IRS990/OtherExpensesGrp/TotalAmt242211
IRS990/OtherExpensesGrp/TotalAmt336619
IRS990/OtherLiabilitiesGrp/BOYAmt09296
IRS990/OtherLiabilitiesGrp/EOYAmt09296
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0OTHER OPERATING REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt041190
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt041190
IRS990/OtherRevenueTotalAmt041190
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0108468
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01417938
IRS990/OtherSalariesAndWagesGrp/TotalAmt01526406
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017378
IRS990/PayrollTaxesGrp/ProgramServicesAmt0121140
IRS990/PayrollTaxesGrp/TotalAmt0138518
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01377
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09598
IRS990/PensionPlanContributionsGrp/TotalAmt010975
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025275
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031212
IRS990/PrincipalOfficerNm0ALAN DAWSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0NET RESIDENT SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02663351
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02663351
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt030018
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt084155
IRS990/PYOtherExpensesAmt0888077
IRS990/PYOtherRevenueAmt017738
IRS990/PYProgramServiceRevenueAmt02541906
IRS990/PYRevenuesLessExpensesAmt0-114762
IRS990/PYSalariesCompEmpBnftPaidAmt01900502
IRS990/PYTotalExpensesAmt02788579
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02673817
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0310049
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02704541
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0464218
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0175068
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt020000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt027000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0120481
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0172481
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0122316
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0213070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021621
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017728
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt077127
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017926
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022733
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0157135
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02663351
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02541906

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,997,024
Liabilities
$358,670
Net assets
$2,638,354
Revenue
$3,070,160
Expenses
$2,760,111
Net income
$310,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.60$0.85$3.43$3.93$0.50
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.64$1.43$3.59$3.40$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.49$1.18$2.99$3.15$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.56$1.49$2.74$3.11$0.36
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.48$1.79$3.14$3.07$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.23$0.43$1.80$2.81$3.18$0.37
2017Detailed filing. Detailed filing data is available for this year.$2.55$0.35$2.19$2.86$3.08$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.34$2.37$2.69$2.91$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.34$2.50$2.81$2.92$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.00$0.36$2.64$3.07$2.76$0.31
2013Detailed filing. Detailed filing data is available for this year.$3.13$0.41$2.71$2.67$2.79$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.36$2.66$2.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.22$2.82$2.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.28$2.99$2.65