Civic Intelligence

Life Enriching Communities

990 • Fiscal year 2023 • EIN 04-3660613

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

6279 Tri-ridge Blvd 320Loveland, OH 45140

(513) 719-3510

Siviq Scores

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

Liabilities / Assets

96th percentile

1.12x

Higher debt load relative to assets than 96% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

96th percentile

8.44x

Higher debt load relative to revenue than 96% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

14th percentile

-15%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

88th percentile

$1,028,545

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

97th percentile

112%

Faster asset growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

4.6%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Assets

Up

$81,434,671

Up $43,015,290 (+112%) from 2022

Net Assets

Down

-$10,113,055

Down $2,749,018 (-37%) from 2022

Liabilities

Up

$91,547,726

Up $45,764,308 (+100%) from 2022

Revenue

Up

$10,841,647

Up $475,056 (+4.6%) from 2022

Expenses

Up

$12,473,552

Up $618,063 (+5.2%) from 2022

Net Income

Down

-$1,631,905

Down $143,007 (-9.6%) from 2022

Historical Trend

Balance Sheet Trend

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

$100M$50M$0-$50MAssets 2010: $13,712,958Liabilities 2010: $14,954,838Net Assets 2010: -$1,241,8802010Assets 2011: $32,419,768Liabilities 2011: $33,323,087Net Assets 2011: -$903,3192011Assets 2012: $23,995,171Liabilities 2012: $24,839,714Net Assets 2012: -$844,5432012Assets 2013: $18,519,783Liabilities 2013: $18,771,520Net Assets 2013: -$251,7372013Assets 2014: $19,044,722Liabilities 2014: $18,905,210Net Assets 2014: $139,5122014Assets 2015: $19,590,185Liabilities 2015: $19,791,135Net Assets 2015: -$200,9502015Assets 2016: $79,074,496Liabilities 2016: $84,180,348Net Assets 2016: -$5,105,8522016Assets 2017: $73,866,890Liabilities 2017: $78,814,973Net Assets 2017: -$4,948,0832017Assets 2018: $48,789,647Liabilities 2018: $52,769,218Net Assets 2018: -$3,979,5712018Assets 2019: $46,457,199Liabilities 2019: $46,500,553Net Assets 2019: -$43,3542019Assets 2020: $39,920,656Liabilities 2020: $41,841,794Net Assets 2020: -$1,921,1382020Assets 2021: $46,743,285Liabilities 2021: $44,804,708Net Assets 2021: $1,938,5772021Assets 2022: $38,419,381Liabilities 2022: $45,783,418Net Assets 2022: -$7,364,0372022Assets 2023: $81,434,671Liabilities 2023: $91,547,726Net Assets 2023: -$10,113,0552023Assets 2024: $74,448,947Liabilities 2024: $89,082,789Net Assets 2024: -$14,633,8422024

Highlighted filing

2023

Assets$81,434,671
Liabilities$91,547,726
Net Assets-$10,113,055

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,814,9502010Revenue 2011: $5,661,897Expenses 2011: $5,084,818Net Income 2011: $577,0792011Expenses 2012: $5,558,4462012Revenue 2013: $5,938,831Expenses 2013: $5,530,378Net Income 2013: $408,4532013Revenue 2014: $6,611,084Expenses 2014: $5,778,153Net Income 2014: $832,9312014Revenue 2015: $5,829,734Expenses 2015: $5,846,894Net Income 2015: -$17,1602015Revenue 2016: $6,204,384Expenses 2016: $6,775,221Net Income 2016: -$570,8372016Revenue 2017: $6,648,878Expenses 2017: $7,379,131Net Income 2017: -$730,2532017Revenue 2018: $7,337,073Expenses 2018: $7,454,506Net Income 2018: -$117,4332018Revenue 2019: $8,072,764Expenses 2019: $8,284,305Net Income 2019: -$211,5412019Revenue 2020: $8,319,910Expenses 2020: $8,974,413Net Income 2020: -$654,5032020Revenue 2021: $13,666,564Expenses 2021: $10,216,866Net Income 2021: $3,449,6982021Revenue 2022: $10,366,591Expenses 2022: $11,855,489Net Income 2022: -$1,488,8982022Revenue 2023: $10,841,647Expenses 2023: $12,473,552Net Income 2023: -$1,631,9052023Revenue 2024: $10,615,673Expenses 2024: $13,179,928Net Income 2024: -$2,564,2552024

Highlighted filing

2023

Revenue$10,841,647
Expenses$12,473,552
Net Income-$1,631,905
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$15,585,647
Mission and Program Overview

Mission

Vision:we work for the day when everyone involved in senior living finds fulfillment through...life with meaning and purposeenriching opportunities and experiencescommunities fostering relationships and perpetuating legacymission:we provide exceptional everyday experiences in christian community by...creating associate experiences that support, engage and empowerdelivering resident and customer experiences that exceed expectationssetting and surpassing standards for quality and safetygrowing consistently in service and valueproducing expanded resources to extend our impactvalues:we are an extended family of multiple generations, bound together with...respect honoring the dignity of all peopleinnovation igniting entrepreneurial initiative and creative solutionsspirituality pursuing our purpose consistent with christian principlesexcellence striving for extraordinary effectiveness and efficiency

Life enriching communities supports the activities of related 501(c)(3) organizations by providing guidance, strategic planning, management services and corporate infrastructure. Confident living provides a continuing care at home program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$27,216,350$23,919,619▼ $3,296,731
Savings and Temporary Cash Investments$1,493,055$848,743▼ $644,312
Land, Buildings, and Equipment, Net$968,623$669,791▼ $298,832
Accounts Receivable-$642,820-
Prepaid Expenses and Deferred Charges$526,536$285,116▼ $241,420
Investments Other Securities$39,892$39,892→ $0
Cash and Non-Interest-Bearing Accounts$74,630$25,228▼ $49,402
Total Assets$38,419,381$81,434,671▲ $43,015,290
Other Assets Total$8,100,295$55,003,462▲ $46,903,167
Liabilities
Tax Exempt Bond Liabilities$19,356,233$73,371,752▲ $54,015,519
Accounts Payable and Accrued Expenses$8,563,557$10,243,731▲ $1,680,174
Unsecured Notes Loans Payable$8,720,000$4,720,000▼ $4,000,000
Other Liabilities$9,143,628$3,212,243▼ $5,931,385
Total Liabilities$45,783,418$91,547,726▲ $45,764,308
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-7,364,037$-10,113,055▼ $2,749,018
Total Net Assets Fund Balance$-7,364,037$-10,113,055▼ $2,749,018
Total Liabilities and Net Assets / Fund Balance$38,419,381$81,434,671▲ $43,015,290

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$258,140$2,005,947$2,264,087
Other Land Buildings$411,651$53,794$465,445
Other Assets Org$5,064,833--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott McquinnCEO/presidentPT$395,449$633,096$1,028,545
James BowersoxCOO/secretaryPT$292,717$456,188$748,905
Kevin McdonnellCFO/treasurerPT$245,581$215,382$460,963
Margaret CarmanyVP Organizational Dev/CLOFT$251,619$104,229$355,848
Timothy GrimesExecutive DirectorFT$216,339$121,592$337,931
Paula BourneReginal Director of OperationsPT$159,136$96,600$255,736
LA'TASHA GOODWINSr. Director/salesPT$148,321$99,787$248,108
Ken McdonaldDirector of FinanceFT$145,425$99,251$244,676

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Omnia 360 Facility Solutions LLCMaintenance Services1201 GLENDALE MILFORD RD, Cincinnati, OH 45215$9,052,734
Ridge Stone General ContractorConstruction Services7015 LIGHTHOUSE WAY, Perrysburg, OH 14183$6,007,101
Morrison Community LivingDining Services400 NORTHRIDGE RD STE 600, Atlanta, GA 30350$3,930,567
Aventus Development GroupConstruction Services963 HILL ST, Cincinnati, OH 45202$3,208,385
K2m DesignArchitecture ServicesPO BOX 33776, Detroit, MI 13685$1,065,955
Revenue and Support

Revenue Composition

Contributions and Grants
$565,776
Program Service Revenue
$9,697,511
Investment Income
$509,284
Other Revenue
$69,076
Change in Net Assets
$-1,631,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,361,721
Other Expenses$4,111,831
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,141,511$3,996,609-$5,138,120
Current Officers, Directors, Trustees, and Key Employees-$1,767,198-$1,767,198
Insurance$939,605--$939,605
Interest$709,061--$709,061
Pension Plan Contributions$440,929$85,037-$525,966
Other Employee Benefits$451,311$42,985-$494,296
Fees for Services Other$32,612$410,146-$442,758
Payroll Taxes$365,627$70,514-$436,141
Fees for Services Management$429,119--$429,119
Office Expenses$85,794$305,311-$391,105
Depreciation Depletion$166,490--$166,490
Occupancy$21,600$144,446-$166,046
Information Technology$3,000$160,681-$163,681
Advertising$14,846$119,457-$134,303
Travel$4,479$117,738-$122,217
Fees for Services Accounting-$113,334-$113,334
Fees for Services Legal$150$107,189-$107,339
Conferences and Meetings$1,463$26,894-$28,357
Fees for Service Investment Mgmnt Fees-$27,256-$27,256
All Other Expenses$1,778--$1,778
Other Expenses$308$710-$710
Total Functional Expenses$4,897,235$7,576,317$0$12,473,552
International Activity

International Summary

Offices
0
Employees
0
Spending
$186,888

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropePublicly-traded Investments---$152,187
North AmericaPublicly-traded Investments---$34,701
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
Retirement Plans (403b, 457)$2,868,438
Future Service Obligation$251,087
Other Liabilities$92,718

Bond Issues

BondIssuerIssuedIssue PricePurpose
BHamilton Cty Oh (hospital Commission)2016-10-05$158,221,297SEE PART VI
AHamilton Cty Oh (hospital Commission)2023-09-27$47,834,603SEE PART VI
DCity of Westlake Oh2021-02-19$47,675,000SEE PART VI
AHamilton Cty Oh (hospital Commission)2012-11-15$28,210,634SEE PART VI
CHamilton Cty Oh (hospital Commission)2017-07-12$18,410,707SEE PART VI

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$167,535,466$92,390,720$10,130,000$2,373,582
A$48,225,848--$953,799
D$47,778,079$196,336-$953,500
A$31,605,460$26,885,816$4,175,000$564,213
C$18,917,329$63,395$1,150,000$368,214

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 A, Line 4

The organization's articles were amended and restated to change the minimum age from 62 to 55.

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

The finance committee reviews and approves forms 990 and 990-t prior to filing. Discussions concerning forms 990 and 990-t, questions and answers are documented contemporaneously in the minutes of the finance committee meeting. Additionally, copies of forms 990 and 990-t were made available to the board of trustees prior to filing.

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

Officers and trustees are required to report any conflicts or potential conflicts of interest at least once a year. A questionnaire is completed, signed and dated by the person completing the questionnaire. The results are compiled into a single document and reviewed by senior management and are distributed to the persons approving accounts payable and signing checks. Conflicts of interest are monitored by senior management to ensure that those with conflicts do not vote on matters where they have a conflict of interest. As part of the onboarding process of new officers and trustees, any potential conflicts of interest are identified. Any other conflicts that arise during the year are communicated verbally and if any are identified, this information is shared.

Form 990, Part VI, Section B, Line 15

Line 15a: total cash compensation, inclusive of base pay, variable compensation, retirement contributions and benefits for applicable positions is compared to data contained in the leading age-cemo senior living compensation survey (a national industry organization). Compensation bands for each applicable position were also established based on the survey data. The executive committee of life enriching communities board reviews and approves various elements of executive compensation based on and as required by the organization's executive compensation policy and the executive incentive plan. Specifically, the ceo's compensation is reviewed and approved by the executive committee of life enriching communities' board. Line 15b: compensation for other executive team members are determined by the ceo with recommendations reviewed by the executive committee of life enriching communities' board. These approvals were contemporaneously documented in the committee meeting minutes and approved by the board. This process was last undertaken in 2023.

Form 990, Part VI, Section C, Line 19

Life enriching communities makes its governing documents, conflict of interest policy and financial statements available upon written request. The organization's condensed financial statements are published in its annual report on its website. The annual report is distributed to friends, family members, business partners and contributors.

Filing and Contact Details

Filer

Filer Name
Life Enriching Communities
EIN
04-3660613
Phone
5137193510
Address
6279 TRI-RIDGE BLVD 320, LOVELAND, OH 45140

Signing Officer

Name
Kevin Mcdonnell
Title
CFO
Phone
5137193510
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Mcquinn
Formed
2001
Legal Domicile
Oh
Voting Board Members
19
Independent Board Members
17
Employees
2,132
Volunteers
17

Preparer

Firm
Plante & Moran Pllc
Address
250 S HIGH ST SUITE 100, COLUMBUS, OH 43215
Preparer
Amy Ciminello
Phone
6148493000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Equity transfer to/from affiliate -2,500,000. Prior period adjustment - management fees 220,000.

Raw XML AppendixShowing 400 of 1,472 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/ActivityOrMissionDesc0LIFE ENRICHING COMMUNITIES SUPPORTS THE ACTIVITIES OF RELATED 501(C)(3) ORGANIZATIONS BY PROVIDING GUIDANCE, STRATEGIC PLANNING, MANAGEMENT SERVICES AND CORPORATE INFRASTRUCTURE. CONFIDENT LIVING PROVIDES A CONTINUING CARE AT HOME PROGRAM.
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2429.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt029.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.25
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2411.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0414381
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1301144
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/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt19185604
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2070289
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2176892
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2274104
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2375126
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2475198
IRS990/Form990PartVIISectionAGrp/PersonNm0SCOTT MCQUINN
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES BOWERSOX
IRS990/Form990PartVIISectionAGrp/PersonNm2SCOTT BEEKEN
IRS990/Form990PartVIISectionAGrp/PersonNm3MIKE BRANDY
IRS990/Form990PartVIISectionAGrp/PersonNm4DOUG BURGESS
IRS990/Form990PartVIISectionAGrp/PersonNm5CARRIE COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm6CELIA CONLON
IRS990/Form990PartVIISectionAGrp/PersonNm7LANCE DEBENEDICTIS
IRS990/Form990PartVIISectionAGrp/PersonNm8SANDRA EAST
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBYN HILDAL
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT IZO
IRS990/Form990PartVIISectionAGrp/PersonNm11TOM KAHLE
IRS990/Form990PartVIISectionAGrp/PersonNm12MARK PALMER
IRS990/Form990PartVIISectionAGrp/PersonNm13PHILLIP PRESENT
IRS990/Form990PartVIISectionAGrp/PersonNm14MARY ANN SHORT
IRS990/Form990PartVIISectionAGrp/PersonNm15JOSEPH THORPE
IRS990/Form990PartVIISectionAGrp/PersonNm16TODD ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm17LARRY BRUESHABER
IRS990/Form990PartVIISectionAGrp/PersonNm18RON BESHEAR
IRS990/Form990PartVIISectionAGrp/PersonNm19KEVIN MCDONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm20MARGARET CARMANY
IRS990/Form990PartVIISectionAGrp/PersonNm21TIMOTHY GRIMES
IRS990/Form990PartVIISectionAGrp/PersonNm22KEN MCDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm23LA'TASHA GOODWIN
IRS990/Form990PartVIISectionAGrp/PersonNm24PAULA BOURNE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0614164
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1447761
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/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19275359
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20285559
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21261039
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22170572
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23172982
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24180538
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1COO/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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/TitleTxt19CFO/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP ORGANIZATIONAL DEV/CLO
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt23SR. DIRECTOR/SALES
IRS990/Form990PartVIISectionAGrp/TitleTxt24REGINAL DIRECTOR OF OPERATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1682
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt0565776
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04742318
IRS990/GrossReceiptsAmt015585647
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt037
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0160681
IRS990/InformationTechnologyGrp/ProgramServicesAmt03000
IRS990/InformationTechnologyGrp/TotalAmt0163681
IRS990/InsuranceGrp/ProgramServicesAmt0939605
IRS990/InsuranceGrp/TotalAmt0939605
IRS990/InterestGrp/ProgramServicesAmt0709061
IRS990/InterestGrp/TotalAmt0709061
IRS990/InvestmentIncomeGrp/ExclusionAmt0511119
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0510966
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-153
IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt039892
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt039892
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027216350
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023919619
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt0249
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02059741
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0968623
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0669791
IRS990/LandBldgEquipCostOrOtherBssAmt02729532
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04744000
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0VISION: WE WORK FOR THE DAY WHEN EVERYONE INVOLVED IN SENIOR LIVING FINDS FULFILLMENT THROUGH: (A) LIFE WITH MEANING AND PURPOSE; (B) ENRICHING OPPORTUNITIES AND EXPERIENCES; (C) COMMUNITIES FOSTERING RELATIONSHIP AND PERPETUATING LEGACY. MISSION: WE PROVIDE EXCEPTIONAL EVERYDAY EXPERIENCES IN A CHRISTIAN COMMUNITY BY: (A) CREATING ASSOCIATE EXPERIENCES THAT SUPPORT, ENGAGE AND EMPOWER DELIVERING RESIDENT AND CUSTOMER EXPERIENCES THAT EXCEED EXPECTATIONS; (B) SETTING AND SURPASSING STANDARDS FOR QUALITY AND SAFETY; (C) GROWING CONSISTENTLY IN SERVICE AND VALUE; (D) PRODUCING EXPANDED RESOURCES TO EXTEND OUR IMPACT. VALUES: WE ARE AN EXTENDED FAMILY OF MULTIPLE GENERATIONS, BOUND TOGETHER WITH: (A) RESPECT: HONORING THE DIGNITY OF ALL PEOPLE; (B) INNOVATION: IGNITING ENTREPRENEURIAL INITIATIVE AND CREATIVE SOLUTIONS; (C) SPIRITUALITY: PURSUING OUR PURPOSE CONSISTENT WITH CHRISTIAN PRINCIPLES; (D) EXCELLENCE: STRIVING FOR EXTRAORDINARY EFFECTIVENESS AND EFFICIENCY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-7364037
IRS990/NetAssetsOrFundBalancesEOYAmt0-10113055
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1682
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1682
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01162887
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-7364037
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-10113055
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0144446
IRS990/OccupancyGrp/ProgramServicesAmt021600

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.4$89.1$14.6$10.6$13.2$2.56
2023Detailed filing. Detailed filing data is available for this year.$81.4$91.5$10.1$10.8$12.5$1.63
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.4$45.8$7.36$10.4$11.9$1.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.7$44.8$1.94$13.7$10.2$3.45
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.9$41.8$1.92$8.32$8.97$0.65
2019Detailed filing. Detailed filing data is available for this year.$46.5$46.5$0.04$8.07$8.28$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.8$52.8$3.98$7.34$7.45$0.12
2017Detailed filing. Detailed filing data is available for this year.$73.9$78.8$4.95$6.65$7.38$0.73
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.1$84.2$5.11$6.20$6.78$0.57
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$19.8$0.20$5.83$5.85$0.02
2014Detailed filing. Detailed filing data is available for this year.$19.0$18.9$0.14$6.61$5.78$0.83
2013Detailed filing. Detailed filing data is available for this year.$18.5$18.8$0.25$5.94$5.53$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$24.8$0.84$5.56
2011Summary only. Only limited summary data is available for this year.$32.4$33.3$0.90$5.66$5.08$0.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$15.0$1.24$4.81