Civic Intelligence

Whitney Center Inc.

990 • Fiscal year 2012 • EIN 06-0924891

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 12, 2013

200 Leeder Hill Rd06517
Siviq Scores

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

Liabilities / Assets

86th percentile

0.91x

Higher debt load relative to assets than 86% of similar nonprofits.

2012 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

4th percentile

-13%

Faster asset growth than 4% of similar nonprofits.

2012 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$126,975,486

Down $18,549,303 (-13%) from 2011

Net Assets

Down

$11,672,720

Down $6,274,316 (-35%) from 2011

Liabilities

Down

$115,302,766

Down $12,274,987 (-9.6%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$25,939,156

Up $7,942,184 (+44%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0-$50MAssets 2010: $135,397,007Liabilities 2010: $114,904,821Net Assets 2010: $20,492,1862010Assets 2011: $145,524,789Liabilities 2011: $127,577,753Net Assets 2011: $17,947,0362011Assets 2012: $126,975,486Liabilities 2012: $115,302,766Net Assets 2012: $11,672,7202012Assets 2013: $119,825,856Liabilities 2013: $114,133,259Net Assets 2013: $5,692,5972013Assets 2014: $114,974,107Liabilities 2014: $113,722,456Net Assets 2014: $1,251,6512014Assets 2015: $105,881,946Liabilities 2015: $108,054,057Net Assets 2015: -$2,172,1112015Assets 2016: $103,430,148Liabilities 2016: $109,369,052Net Assets 2016: -$5,938,9042016Assets 2017: $106,150,536Liabilities 2017: $111,041,911Net Assets 2017: -$4,891,3752017Assets 2018: $103,124,819Liabilities 2018: $110,733,389Net Assets 2018: -$7,608,5702018Assets 2019: $107,889,473Liabilities 2019: $119,269,114Net Assets 2019: -$11,379,6412019Assets 2020: $108,926,322Liabilities 2020: $119,983,376Net Assets 2020: -$11,057,0542020Assets 2021: $108,082,028Liabilities 2021: $118,027,360Net Assets 2021: -$9,945,3322021Assets 2022: $124,590,859Liabilities 2022: $138,493,069Net Assets 2022: -$13,902,2102022Assets 2023: $122,659,856Liabilities 2023: $138,286,366Net Assets 2023: -$15,626,5102023Assets 2024: $120,660,094Liabilities 2024: $139,530,436Net Assets 2024: -$18,870,3422024

Highlighted filing

2012

Assets$126,975,486
Liabilities$115,302,766
Net Assets$11,672,720

Operations Trend

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

$40M$20M$0-$20MExpenses 2010: $14,441,3732010Expenses 2011: $17,996,9722011Expenses 2012: $25,939,1562012Revenue 2013: $21,834,786Expenses 2013: $26,876,247Net Income 2013: -$5,041,4612013Revenue 2014: $22,575,112Expenses 2014: $26,485,066Net Income 2014: -$3,909,9542014Revenue 2015: $22,839,882Expenses 2015: $25,736,929Net Income 2015: -$2,897,0472015Revenue 2016: $24,672,099Expenses 2016: $28,574,774Net Income 2016: -$3,902,6752016Revenue 2017: $28,843,350Expenses 2017: $28,100,595Net Income 2017: $742,7552017Revenue 2018: $28,795,392Expenses 2018: $30,553,880Net Income 2018: -$1,758,4882018Revenue 2019: $29,811,727Expenses 2019: $34,188,347Net Income 2019: -$4,376,6202019Revenue 2020: $29,852,994Expenses 2020: $30,134,606Net Income 2020: -$281,6122020Revenue 2021: $31,737,893Expenses 2021: $31,224,509Net Income 2021: $513,3842021Revenue 2022: $30,252,227Expenses 2022: $32,522,540Net Income 2022: -$2,270,3132022Revenue 2023: $36,342,506Expenses 2023: $39,194,640Net Income 2023: -$2,852,1342023Revenue 2024: $36,523,637Expenses 2024: $39,960,222Net Income 2024: -$3,436,5852024

Highlighted filing

2012

Revenue-
Expenses$25,939,156
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 12, 2013
Return Version
2012v2.1
Gross Receipts
$37,713,332
Mission and Program Overview

Mission

Whitney center's mission is to offer excellence in senior living through a continuum of care that promotes independence while meeting housing, social, cultural, health care and security needs of those we serve.

Filing and Contact Details

Filer

EIN
06-0924891
Raw XML AppendixShowing 400 of 941 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/Description0THE ORGANIZATION WAS FOUNDED AS A CONTINUING CARE RETIREMENT COMMUNITY TO PROVIDE EXCELLENCE IN RETIREMENT LIVING FOR ITS RESIDENTS THROUGH A CONTINUUM OF QUALITY SERVICES BY MAINTAINING THEIR INDEPENDENCE AND MEETING THEIR HOUSING, SOCIAL, CULTURAL, HEALTH CARE AND SECURITY NEEDS AT THE LOWEST FEASIBLE COST. THE CENTER PROVIDES AN ACTIVE, INDEPENDENT, AND SECURE ENVIRONMENT FREE FROM BURDENSOME CHORES AND TIRESOME ROUTINES FOR ITS 265 RESIDENTS. AMENITIES AVAILABLE TO RESIDENTS INCLUDE DAILY DINING OPTIONS, WEEKLY HOUSEKEEPING AND LAUNDRY SERVICES, PERSONAL GARDEN AREAS, BEAUTY AND BARBER SHOP SERVICES, TRANSPORTATION, AND PERSONAL CARE SERVICES. ALSO AVAILABLE ARE EXTENSIVE PREVENTIVE CARE OPTIONS SUCH AS REGULAR CLINICS FOR HEALTH MONITORING, EDUCATION AND OTHER WELLNESS SERVICES. THE ASSISTED LIVING SERVICES ARE AVAILABLE TO RESIDENTS AS THEIR NEEDS DICTATE. QUALITY AMBULATORY AND SKILLED NURSING CARE IS PROVIDED AT AN ON-SITE 59-BED HEALTH CENTER. THE ORGANIZATION IS RECOGNIZED AS A VIABLE, HIGH-QUALITY PROVIDER OF LIFE CARE SERVICES IN THE NEW HAVEN REGION AND MAINTAINS AN EFFECTIVE, WORKING PARTNERSHIP WITH ITS RESIDENTS TO ENSURE THAT THEY HAVE A CONTINUED SENSE OF WELL-BEING AND A HIGH QUALITY OF LIFE.-HEALTH CENTER SERVICES - PROVIDED 20,582 DAYS OF CARE FOR PATIENTS WITH CHRONIC AND CONVALESCENT MEDICAL NEEDS.-ASSISTED LIVING SERVICES - RESPONDED TO 380 RESIDENT EMERGENCY CALLS AND PROVIDED VARIOUS LEVELS OF ASSISTED LIVING SERVICES TO APPROXIMATELY 50 RESIDENTS ON A REGULAR BASIS.-WELLNESS SERVICES - PROVIDED SERVICES FOR OVER 1,000 RESIDENT VISITS IN THE WELLNESS CLINIC, WELLNESS SEMINARS WERE OFFERED TO RESIDENTS AND STAFF ON A REGULAR BASIS.-HOUSEKEEPING & LAUNDRY SERVICES - WEEKLY CLEANING AND LAUNDRY SERVICES PROVIDED TO AN AVERAGE OF 165 INDEPENDENT LIVING AND 9 ASSISTED LIVING UNITS AND DAILY CLEANING AND LAUNDRY SERVICES TO AN AVERAGE OF 56 SKILLED NURSING RESIDENTS.-DIETARY SERVICES - SERVED OVER 130,000 MEALS TO RESIDENTS AND THEIR GUESTS.-TRANSPORTATION SERVICES - THE PASSENGER BUS PROVIDED OVER 700 RUNS FOR APPROXIMATELY 2,875 RESIDENT PASSENGERS AND THE HANDICAPPED VAN PROVIDED OVER 770 RUNS FOR APPROXIMATELY 1,350 RESIDENT PASSENGERS WITH AN ADDITIONAL 485 RUNS FOR 600 RESIDENTS IN THE COMPANY CAR FOR THE PURPOSES OF MEDICAL AND PERSONAL APPOINTMENTS, SHOPPING, AND ENTERTAINMENT.-USE OF THE FACILITY WAS MADE AVAILABLE TO OTHER NONPROFIT ORGANIZATIONS, SUCH AS PHILANTHROPIC EDUCATIONAL OPPORTUNITIES (PEO), THE HAMDEN SYMPHONY ORCHESTRA, THE HAMDEN LAND CONSERVATION TRUST, CT Z'MIRAH CHORALE, THE NEW HAVEN BIRD CLUB AND OTHERS. APPROXIMATELY 15 GROUPS WITH OVER 1,000 ATTENDEES.-PROVIDED FACILITIES FOR HEALTH, EDUCATION AND SPIRITUAL PROGRAMS OPEN TO THE LOCAL COMMUNITY INCLUDING HAMDEN ADULT EDUCATION'S SPRING AND FALL SESSIONS, JUVENILE DIABETES ASSOCIATION, INSTITUTE FOR LEARNING IN RETIREMENT'S (ILR) WEEKLY EDUCATION CLASSES FOR THE ELDERLY, YALE NEW HAVEN HOSPITAL AUXILIARY HEALTH TALKS, AND OTHERS.-SPONSORED CULTURAL EVENTS SUCH AS CONCERTS, MOVIES, LECTURES AND DISCUSSION GROUPS AS CHOSEN BY RESIDENT COMMITTEES.
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IRS990/LandBldgEquipmentAccumDeprec025092030
IRS990/LandBuildingsEquipmentBasis0116458980
IRS990/LandBuildingsEquipmentBasisNet/BOY090289707
IRS990/LandBuildingsEquipmentBasisNet/EOY091366950
IRS990/LessCostOthBasisSalesExpenses/Other075601
IRS990/LessCostOthBasisSalesExpenses/Securities018314203
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0WHITNEY CENTER'S MISSION IS TO OFFER EXCELLENCE IN SENIOR LIVING THROUGH A CONTINUUM OF CARE THAT PROMOTES INDEPENDENCE WHILE MEETING HOUSING, SOCIAL, CULTURAL, HEALTH CARE AND SECURITY NEEDS OF THOSE WE SERVE.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0DAVID RATLIFF
IRS990/NbrIndependentVotingMembers016
IRS990/NbrVotingGoverningBodyMembers017
IRS990/NbrVotingMembersGoverningBody017
IRS990/NetAssetsOrFundBalancesBOY017947036
IRS990/NetAssetsOrFundBalancesEOY011672720
IRS990/NetGainOrLossInvestments/ExclusionAmount0655761
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0655761
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith1096033
IRS990/NumberIndependentVotingMembers016
IRS990/NumberIndividualsGT100K05
IRS990/NumberOfContractorsGT100K010
IRS990/NumberOfEmployees0324
IRS990/NumberW2GIncluded00
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IRS990/Occupancy/ProgramServices08447102
IRS990/Occupancy/Total08451267
IRS990/OfficeExpenses/ManagementAndGeneral0113863
IRS990/OfficeExpenses/ProgramServices0562201
IRS990/OfficeExpenses/Total0676064
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
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IRS990/OtherAssetsTotal/BOY034771224
IRS990/OtherAssetsTotal/EOY017439341
IRS990/OtherEmployeeBenefits/ManagementAndGeneral077499
IRS990/OtherEmployeeBenefits/ProgramServices0597636
IRS990/OtherEmployeeBenefits/Total0675135
IRS990/OtherExpensePriorYear010155481
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IRS990/OtherExpenses/Description0FOOD
IRS990/OtherExpenses/Description1LICENSES & FEES
IRS990/OtherExpenses/Description2MEDICAL SUPPLIES
IRS990/OtherExpenses/Description3PROGRAM/ACTIVITIES EXPE
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IRS990/OtherExpenses/ProgramServices0877485
IRS990/OtherExpenses/ProgramServices1108839
IRS990/OtherExpenses/ProgramServices2116472
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IRS990/OtherExpenses/Total0877485
IRS990/OtherExpenses/Total1181405
IRS990/OtherExpenses/Total2116472
IRS990/OtherExpenses/Total364336
IRS990/OtherLiabilities/BOY033411807
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IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
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IRS990/PremiumsPaid00
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IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
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IRS990/ProgramServiceRevenue/Description0APARTMENT SERVICES
IRS990/ProgramServiceRevenue/Description1RESIDENT ENTRY FEE INCOME
IRS990/ProgramServiceRevenue/Description2HEALTH CENTER
IRS990/ProgramServiceRevenue/Description3MEDICARE & MEDICAID
IRS990/ProgramServiceRevenue/Description4ASSISTED LIVING
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IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome08090007
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome14791460
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome22669194
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome31630272

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$121$140$18.9$36.5$40.0$3.44
2023Detailed filing. Detailed filing data is available for this year.$123$138$15.6$36.3$39.2$2.85
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$125$138$13.9$30.3$32.5$2.27
2021Detailed filing. Detailed filing data is available for this year.$108$118$9.95$31.7$31.2$0.51
2020Detailed filing. Detailed filing data is available for this year.$109$120$11.1$29.9$30.1$0.28
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$108$119$11.4$29.8$34.2$4.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$111$7.61$28.8$30.6$1.76
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$106$111$4.89$28.8$28.1$0.74
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$109$5.94$24.7$28.6$3.90
2015Detailed filing. Detailed filing data is available for this year.$106$108$2.17$22.8$25.7$2.90
2014Detailed filing. Detailed filing data is available for this year.$115$114$1.25$22.6$26.5$3.91
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$120$114$5.69$21.8$26.9$5.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$127$115$11.7$25.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$146$128$17.9$18.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$135$115$20.5$14.4