Civic Intelligence

William B Rice Eventide Home Inc

990 • Fiscal year 2018 • EIN 04-2106771

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 23, 2019

Organization ProfileWWW.FAIRINGWAY.ORG

View Organization Page

25 Stonehaven DriveSouth Weymouth, MA 02190

(781) 660-5000

Siviq Scores

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

Liabilities / Assets

87th percentile

0.85x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

6.71x

Higher debt load relative to revenue than 95% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

5th percentile

-37%

Higher net margin than 5% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

16th percentile

$173,911

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

39th percentile

0.7%

Faster asset growth than 39% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

11%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$64,947,843

Up $422,023 (+0.7%) from 2017

Net Assets

Down

$9,846,469

Down $3,275,247 (-25%) from 2017

Liabilities

Up

$55,101,374

Up $3,697,270 (+7.2%) from 2017

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin5th percentile

Revenue

Up

$8,213,728

Up $785,852 (+11%) from 2017

Expenses

Up

$11,228,235

Up $394,694 (+3.6%) from 2017

Net Income

Up

-$3,014,507

Up $391,158 (+11%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$100M$50M$0-$50MAssets 2010: $24,025,400Liabilities 2010: $3,130,701Net Assets 2010: $20,894,6992010Assets 2011: $22,544,776Liabilities 2011: $2,651,604Net Assets 2011: $19,893,1722011Assets 2012: $22,518,546Liabilities 2012: $2,926,999Net Assets 2012: $19,591,5472012Assets 2013: $22,511,889Liabilities 2013: $3,557,254Net Assets 2013: $18,954,6352013Assets 2014: $22,087,848Liabilities 2014: $4,069,029Net Assets 2014: $18,018,8192014Assets 2015: $43,994,126Liabilities 2015: $27,016,633Net Assets 2015: $16,977,4932015Assets 2016: $68,081,122Liabilities 2016: $51,655,017Net Assets 2016: $16,426,1052016Assets 2017: $64,525,820Liabilities 2017: $51,404,104Net Assets 2017: $13,121,7162017Assets 2018: $64,947,843Liabilities 2018: $55,101,374Net Assets 2018: $9,846,4692018Assets 2019: $79,600,169Liabilities 2019: $73,374,636Net Assets 2019: $6,225,5332019Assets 2020: $89,102,741Liabilities 2020: $86,334,424Net Assets 2020: $2,768,3172020Assets 2021: $85,714,038Liabilities 2021: $85,661,789Net Assets 2021: $52,2492021Assets 2022: $87,530,296Liabilities 2022: $89,731,098Net Assets 2022: -$2,200,8022022Assets 2023: $87,267,317Liabilities 2023: $91,210,598Net Assets 2023: -$3,943,2812023Assets 2024: $84,256,830Liabilities 2024: $91,486,890Net Assets 2024: -$7,230,0602024

Highlighted filing

2018

Assets$64,947,843
Liabilities$55,101,374
Net Assets$9,846,469
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,455,6112010Expenses 2011: $6,645,7512011Expenses 2012: $7,510,0322012Revenue 2013: $6,772,394Expenses 2013: $7,643,000Net Income 2013: -$870,6062013Revenue 2014: $6,766,346Expenses 2014: $7,627,307Net Income 2014: -$860,9612014Revenue 2015: $6,799,255Expenses 2015: $7,452,366Net Income 2015: -$653,1112015Revenue 2016: $7,445,213Expenses 2016: $8,160,033Net Income 2016: -$714,8202016Revenue 2017: $7,427,876Expenses 2017: $10,833,541Net Income 2017: -$3,405,6652017Revenue 2018: $8,213,728Expenses 2018: $11,228,235Net Income 2018: -$3,014,5072018Revenue 2019: $8,878,348Expenses 2019: $10,439,914Net Income 2019: -$1,561,5662019Revenue 2020: $9,570,556Expenses 2020: $13,224,795Net Income 2020: -$3,654,2392020Revenue 2021: $11,971,764Expenses 2021: $14,590,008Net Income 2021: -$2,618,2442021Revenue 2022: $12,771,271Expenses 2022: $14,600,637Net Income 2022: -$1,829,3662022Revenue 2023: $13,163,388Expenses 2023: $14,933,842Net Income 2023: -$1,770,4542023Revenue 2024: $13,114,312Expenses 2024: $16,208,334Net Income 2024: -$3,094,0222024

Highlighted filing

2018

Revenue$8,213,728
Expenses$11,228,235
Net Income-$3,014,507
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 23, 2019
Return Version
2018v3.1
Gross Receipts
$8,273,926
Mission and Program Overview

Mission

To maintain a unique life-care retirement community that provides individualized and caring supportive services in a home-like atmosphere which allows the residents to maintain independent lives with dignity.

A life-care retirement community that provides individualized supportive services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$53,203,906$51,412,612▼ $1,791,294
Investments in Publicly Traded Securities$2,512,334$2,246,544▼ $265,790
Cash and Non-Interest-Bearing Accounts$810,922$1,100,563▲ $289,641
Accounts Receivable$563,062$898,599▲ $335,537
Savings and Temporary Cash Investments$74,618$106,499▲ $31,881
Prepaid Expenses and Deferred Charges$102,779$79,055▼ $23,724
Total Assets$64,525,820$64,947,843▲ $422,023
Other Assets Total$7,258,199$9,103,971▲ $1,845,772
Liabilities
Other Liabilities$30,497,045$33,320,273▲ $2,823,228
Mortgage Notes Payable Secured by Investment Property$17,607,227$17,333,607▼ $273,620
Accounts Payable and Accrued Expenses$1,455,649$2,262,750▲ $807,101
Deferred Revenue$1,395,688$1,387,049▼ $8,639
Escrow Account Liability$448,495$797,695▲ $349,200
Total Liabilities$51,404,104$55,101,374▲ $3,697,270
Net Assets / Fund Balance
Unrestricted Net Assets$13,061,816$9,786,569▼ $3,275,247
Permanently Rstr Net Assets$41,000$41,000→ $0
Temporarily Rstr Net Assets$18,900$18,900→ $0
Total Net Assets Fund Balance$13,121,716$9,846,469▼ $3,275,247
Total Liabilities and Net Assets / Fund Balance$64,525,820$64,947,843▲ $422,023

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$46,215,439$2,767,145$48,982,584
Land$3,493,296-$3,493,296
Equipment$1,402,606$391,438$1,794,044
Leasehold Improvements$301,271$24,056$325,327
Other Land Buildings$0$34,849$34,849
Other Assets Org$44,387--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$59,900---$59,900
2017$59,900---$59,900
2016$59,900---$59,900
2015$50,726-▲ $9,174-$59,900
2014$49,431-▲ $3,436$2,001$50,726
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joyce HaglundChief Executive OfficerFT$166,111$7,800$173,911
Kenneth StrongExecutive DirectorFT$128,179$3,380$131,559
Angelica OrtizDirector of NursesFT$111,903$3,380$115,283

Board Members and Trustees

NameTitle
Amy RossPresident
John SpillaneVice President
Anne MarchettaDirector
Kevin KirbyDirector
Richard MeadeDirector
Steven DwyerDirector
Susan BelisleDirector
William JacksonDirector
Robert FoyDirector (until Jan 2018 )
Priscilla UrannDirector (until May 2018)
Kevin CallananClerk
Donald PowellTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Healthcare Services GroupFood ServicesPO BOX 829677, Philadelphia, PA 19182$453,679
Arete Rehab INCRehabilitation Services110 HAVERHILL ROAD SUITE 1, Amesbury, MA 01913$314,094
Unidine CorporationFood Services1000 WASHINGTON STREET SUITE 510, Boston, MA 02118$204,803
PharmericaPharmacyPO BOX 409251, Atlanta, GA 30384$153,890
Paramount Health Services INCNursing Agency3 COURTHOUSE LANE UNIT 1, Chelmsford, MA 01824$132,790
Revenue and Support

Revenue Composition

Contributions and Grants
$2,976
Program Service Revenue
$8,118,162
Investment Income
$92,590
Other Revenue
$0
All Other Contributions
$2,976
Change in Net Assets
$-3,014,507
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,261,046
Salaries, Compensation, and Employee Benefits$3,967,189
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,587,520$426,994-$3,014,514
Depreciation Depletion$1,210,520$421,955-$1,632,475
Occupancy$582,324$312,281-$894,605
Interest$414,784$418,556-$833,340
Advertising-$525,826-$525,826
Other Employee Benefits$294,328$84,495-$378,823
Current Officers, Directors, Trustees, and Key Employees-$305,470-$305,470
Fees for Services Other$204,097$53,708-$257,805
Payroll Taxes$223,965$7,533-$231,498
Fees for Services Management-$174,996-$174,996
Office Expenses$121,589$14,912-$136,501
Fees for Services Accounting-$54,915-$54,915
Other Expenses$49,751$118,277-$49,751
Fees for Services Legal-$40,067-$40,067
Pension Plan Contributions$27,836$9,048-$36,884
Insurance$26,239--$26,239
Information Technology-$23,630-$23,630
Fees for Service Investment Mgmnt Fees-$20,295-$20,295
All Other Expenses$13,723--$13,723
Fees for Services Lobbying$1,849--$1,849
Travel$323--$323
Total Functional Expenses$7,918,954$3,309,281$0$11,228,235
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Resident Refundable Entrance Deposit$33,320,273
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The executive director will review the form 990 with members of the board's executive committee. It will then be distributed to all members of the board of directors for approval before filing.”

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

“The organization has a written conflict of interest policy that is enforced annually by distribution of the policy and follow up to confirm no one is in conflict of the policy.”

Form 990, Part VI, Section B, Line 15A

“The president of the board and members of the executive committee approves ceo's salary. They regularly review salary studies done by state healthcare associations. Approval is documented in the board of directors' minutes. The executive director determines the compensation of key employees after reviewing salary studies done by state and national healthcare associations.”

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
William B Rice Eventide Home Inc
EIN
04-2106771
Phone
7816605000
Address
25 STONEHAVEN DRIVE, SOUTH WEYMOUTH, MA 02190
Doing Business As
Fairing Way

Signing Officer

Name
Amy Ross
Title
President
Phone
7816605000
Signed
2019-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Ross
Formed
1924
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
128
Volunteers
20

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 not changed either its audit oversight process or auditor selection process.”

Financial Statement Notes

PART IV, LINE 2B:

“Rice eventide accepted preconstruction deposits for phase 1 of its fairing way project. Prospective residents entered into an agreement to reserve a specific unit in the completed project. For phase 2, the $10,000/unit deposits are nonrefundable, unless rice eventide is unable to deliver the right to occupy the residence on the closing date. The reservation deposits are being held by rice southfield, llc (disregarded entity of rice eventide).”

PART V, LINE 4:

“Temporarily restricted endowment funds are to be used for new resident beds. The permanent endowment fund's income is used for the general purposes of the home.”

PART X, LINE 2:

“Rice eventide is a nonprofit corporation as described in section 501(c)(3) of the internal revenue code (irc) and is exempt from federal and state income taxes on related income pursuant to section 501(a) of the irc. Rice southfield is a single member llc. Earnings and losses are included in the member's income. Rice southfield's activity is included on rice eventide's tax return. Rice eventide files as a tax-exempt organization. The organizations follow the policy for uncertainty in income taxes to be recognized in an entity's financial statements. The policy prescribes a recognition threshold and measurement principles for the financial statement recognition and measurement of tax positions taken or expected to be taken on a tax return that are not certain to be realized. No uncertain income tax positions were identified for the years ended december 31, 2018 and 2017.”

Raw XML AppendixShowing 400 of 661 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt127800
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt133380
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt143380
IRS990/Form990PartVIISectionAGrp/PersonNm0AMY ROSS
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN SPILLANE
IRS990/Form990PartVIISectionAGrp/PersonNm2DONALD POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN CALLANAN
IRS990/Form990PartVIISectionAGrp/PersonNm4SUSAN BELISLE
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD MEADE
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVEN DWYER
IRS990/Form990PartVIISectionAGrp/PersonNm7ANNE MARCHETTA
IRS990/Form990PartVIISectionAGrp/PersonNm8WILLIAM JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm9KEVIN KIRBY
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT FOY
IRS990/Form990PartVIISectionAGrp/PersonNm11PRISCILLA URANN
IRS990/Form990PartVIISectionAGrp/PersonNm12JOYCE HAGLUND
IRS990/Form990PartVIISectionAGrp/PersonNm13KENNETH STRONG
IRS990/Form990PartVIISectionAGrp/PersonNm14ANGELICA ORTIZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12166111
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13128179
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14111903
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (UNTIL JAN 2018 )
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR (UNTIL MAY 2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF NURSES
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01924
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt037311
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt097509
IRS990/GrossReceiptsAmt08273926
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt023630
IRS990/InformationTechnologyGrp/TotalAmt023630
IRS990/InsuranceGrp/ProgramServicesAmt026239
IRS990/InsuranceGrp/TotalAmt026239
IRS990/InterestGrp/ManagementAndGeneralAmt0418556
IRS990/InterestGrp/ProgramServicesAmt0414784
IRS990/InterestGrp/TotalAmt0833340
IRS990/InvestmentIncomeGrp/ExclusionAmt055279
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt055279
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02512334
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02246544
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03217488
IRS990/LandBldgEquipBasisNetGrp/BOYAmt053203906
IRS990/LandBldgEquipBasisNetGrp/EOYAmt051412612
IRS990/LandBldgEquipCostOrOtherBssAmt054630100
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt060198
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO MAINTAIN A UNIQUE LIFE-CARE RETIREMENT COMMUNITY THAT PROVIDES INDIVIDUALIZED AND CARING SUPPORTIVE SERVICES IN A HOME-LIKE ATMOSPHERE WHICH ALLOWS THE RESIDENTS TO MAINTAIN INDEPENDENT LIVES WITH DIGNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt017607227
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt017333607
IRS990/NetAssetsOrFundBalancesBOYAmt013121716
IRS990/NetAssetsOrFundBalancesEOYAmt09846469
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt037311
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt037311
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-260740
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0312281
IRS990/OccupancyGrp/ProgramServicesAmt0582324
IRS990/OccupancyGrp/TotalAmt0894605
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014912
IRS990/OfficeExpensesGrp/ProgramServicesAmt0121589
IRS990/OfficeExpensesGrp/TotalAmt0136501
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07258199
IRS990/OtherAssetsTotalGrp/EOYAmt09103971
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt084495
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0294328
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0378823
IRS990/OtherExpensesGrp/Desc0PATIENT CARE EXPENSES
IRS990/OtherExpensesGrp/Desc1USER FEE EXPENSE
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3LICENSES AND DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0296323
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1118277
IRS990/OtherExpensesGrp/ProgramServicesAmt02160106
IRS990/OtherExpensesGrp/ProgramServicesAmt149751
IRS990/OtherExpensesGrp/TotalAmt02160106
IRS990/OtherExpensesGrp/TotalAmt1296323
IRS990/OtherExpensesGrp/TotalAmt2118277
IRS990/OtherExpensesGrp/TotalAmt349751
IRS990/OtherLiabilitiesGrp/BOYAmt030497045
IRS990/OtherLiabilitiesGrp/EOYAmt033320273
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0426994
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02587520
IRS990/OtherSalariesAndWagesGrp/TotalAmt03014514
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07533
IRS990/PayrollTaxesGrp/ProgramServicesAmt0223965
IRS990/PayrollTaxesGrp/TotalAmt0231498
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09048
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt027836
IRS990/PensionPlanContributionsGrp/TotalAmt036884
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt041000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt041000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0102779
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt079055
IRS990/PrincipalOfficerNm0AMY ROSS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0PUBLICLY-AIDED RESIDENTS
IRS990/ProgramServiceRevenueGrp/Desc1PRIVATE RESIDENTS
IRS990/ProgramServiceRevenueGrp/Desc2MEDICARE RESIDENTS
IRS990/ProgramServiceRevenueGrp/Desc3INDEPENDENT LIVING SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/Desc4OTHER OPERATING INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02424439
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11854460
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21771463
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31703317
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4290547
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02424439
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11854460
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21771463
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31703317
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4290547
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01435
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0315580
IRS990/PYOtherExpensesAmt07520443
IRS990/PYOtherRevenueAmt0211522
IRS990/PYProgramServiceRevenueAmt06899339
IRS990/PYRevenuesLessExpensesAmt0-3405665
IRS990/PYSalariesCompEmpBnftPaidAmt03313098
IRS990/PYTotalExpensesAmt010833541
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07427876
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-3014507
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08118162
IRS990/SavingsAndTempCashInvstGrp/BOYAmt074618
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0106499
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02976
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04411
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt055279
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt066149
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt086441

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,947,843
Liabilities
$55,101,374
Net assets
$9,846,469
Revenue
$8,213,728
Expenses
$11,228,235
Net income
-$3,014,507
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.3$91.5$7.23$13.1$16.2$3.09
2023Detailed filing. Detailed filing data is available for this year.$87.3$91.2$3.94$13.2$14.9$1.77
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.5$89.7$2.20$12.8$14.6$1.83
2021Detailed filing. Detailed filing data is available for this year.$85.7$85.7$0.05$12.0$14.6$2.62
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.1$86.3$2.77$9.57$13.2$3.65
2019Detailed filing. Detailed filing data is available for this year.$79.6$73.4$6.23$8.88$10.4$1.56
2018Detailed filing. Detailed filing data is available for this year.$64.9$55.1$9.85$8.21$11.2$3.01
2017Detailed filing. Detailed filing data is available for this year.$64.5$51.4$13.1$7.43$10.8$3.41
2016Detailed filing. Detailed filing data is available for this year.$68.1$51.7$16.4$7.45$8.16$0.71
2015Detailed filing. Detailed filing data is available for this year.$44.0$27.0$17.0$6.80$7.45$0.65
2014Detailed filing. Detailed filing data is available for this year.$22.1$4.07$18.0$6.77$7.63$0.86
2013Detailed filing. Detailed filing data is available for this year.$22.5$3.56$19.0$6.77$7.64$0.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$2.93$19.6$7.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$2.65$19.9$6.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$3.13$20.9$6.46
Peer Organizations

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