Civic Intelligence

Crosby Commons Inc.

990 • Fiscal year 2022 • EIN 06-1505334

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 15, 2023

Organization ProfileWWW.UMH.ORG/WESLEY-VILLAGE/CROSBY-COMMONS
580 Long Hill AvenueShelton, CT 06484

(203) 944-8285

Siviq Scores

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

Liabilities / Assets

77th percentile

0.43x

Higher debt load relative to assets than 77% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

0.90x

Higher debt load relative to revenue than 82% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

57th percentile

10%

Higher net margin than 57% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

95th percentile

$548,139

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

56th percentile

2.8%

Faster asset growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

50th percentile

4.6%

Faster revenue growth than 50% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$9,284,600

Up $256,925 (+2.8%) from 2021

Net Assets

Up

$5,315,315

Up $582,847 (+12%) from 2021

Liabilities

Down

$3,969,285

Down $325,922 (-7.6%) from 2021

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin57th percentile

Revenue

Up

$4,402,257

Up $194,491 (+4.6%) from 2021

Expenses

Down

$3,944,410

Down $281,037 (-6.7%) from 2021

Net Income

Up

$457,847

Up $475,528 (+2689%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$15M$10M$5.0M$0Assets 2011: $7,591,081Liabilities 2011: $7,134,482Net Assets 2011: $456,5992011Assets 2012: $7,813,801Liabilities 2012: $7,010,719Net Assets 2012: $803,0822012Assets 2013: $7,728,177Liabilities 2013: $6,792,369Net Assets 2013: $935,8082013Assets 2014: $7,764,617Liabilities 2014: $6,575,574Net Assets 2014: $1,189,0432014Assets 2015: $7,820,658Liabilities 2015: $6,319,480Net Assets 2015: $1,501,1782015Assets 2016: $8,111,813Liabilities 2016: $6,037,214Net Assets 2016: $2,074,5992016Assets 2017: $8,087,303Liabilities 2017: $5,400,396Net Assets 2017: $2,686,9072017Assets 2018: $8,564,901Liabilities 2018: $5,147,962Net Assets 2018: $3,416,9392018Assets 2019: $8,844,302Liabilities 2019: $4,822,021Net Assets 2019: $4,022,2812019Assets 2020: $8,978,516Liabilities 2020: $4,571,017Net Assets 2020: $4,407,4992020Assets 2021: $9,027,675Liabilities 2021: $4,295,207Net Assets 2021: $4,732,4682021Assets 2022: $9,284,600Liabilities 2022: $3,969,285Net Assets 2022: $5,315,3152022Assets 2023: $9,779,790Liabilities 2023: $3,695,683Net Assets 2023: $6,084,1072023Assets 2024: $10,012,673Liabilities 2024: $3,111,033Net Assets 2024: $6,901,6402024

Highlighted filing

2022

Assets$9,284,600
Liabilities$3,969,285
Net Assets$5,315,315
Open 2022 Filing

Operations Trend

Revenue Growth50th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,331,0212011Revenue 2012: $3,649,912Expenses 2012: $3,303,429Net Income 2012: $346,4832012Revenue 2013: $3,755,491Expenses 2013: $3,622,765Net Income 2013: $132,7262013Revenue 2014: $3,912,839Expenses 2014: $3,659,604Net Income 2014: $253,2352014Revenue 2015: $4,076,774Expenses 2015: $3,833,202Net Income 2015: $243,5722015Revenue 2016: $4,241,193Expenses 2016: $3,667,772Net Income 2016: $573,4212016Revenue 2017: $4,313,178Expenses 2017: $3,700,870Net Income 2017: $612,3082017Revenue 2018: $4,442,800Expenses 2018: $3,712,768Net Income 2018: $730,0322018Revenue 2019: $4,429,840Expenses 2019: $3,824,498Net Income 2019: $605,3422019Revenue 2020: $4,099,062Expenses 2020: $3,713,844Net Income 2020: $385,2182020Revenue 2021: $4,207,766Expenses 2021: $4,225,447Net Income 2021: -$17,6812021Revenue 2022: $4,402,257Expenses 2022: $3,944,410Net Income 2022: $457,8472022Revenue 2023: $4,895,154Expenses 2023: $4,126,361Net Income 2023: $768,7932023Revenue 2024: $4,956,017Expenses 2024: $4,138,484Net Income 2024: $817,5332024

Highlighted filing

2022

Revenue$4,402,257
Expenses$3,944,410
Net Income$457,847
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 15, 2023
Return Version
2021v4.2
Gross Receipts
$4,402,257
Mission and Program Overview

Mission

To provide a continuum of services that supports health, independence, and dignity. We build this continuum on the belief that a relationship-centered philosophy best sustains body, mind and spirit.

To provide assisted living apartments and wellness programs to senior adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,735,955$4,641,113▼ $94,842
Cash and Non-Interest-Bearing Accounts$360,130$704,758▲ $344,628
Savings and Temporary Cash Investments$225,000$236,250▲ $11,250
Prepaid Expenses and Deferred Charges$80,839$78,983▼ $1,856
Accounts Receivable$60,111$57,850▼ $2,261
Total Assets$9,027,675$9,284,600▲ $256,925
Other Assets Total$3,565,640$3,565,646▲ $6
Liabilities
Tax Exempt Bond Liabilities$3,688,599$3,405,138▼ $283,461
Accounts Payable and Accrued Expenses$291,948$292,598▲ $650
Mortgage Notes Payable Secured by Investment Property$295,240$258,129▼ $37,111
Deferred Revenue$7,920$7,920→ $0
Escrow Account Liability$11,500$5,500▼ $6,000
Total Liabilities$4,295,207$3,969,285▼ $325,922
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,732,468$5,315,315▲ $582,847
Total Net Assets Fund Balance$4,732,468$5,315,315▲ $582,847
Total Liabilities and Net Assets / Fund Balance$9,027,675$9,284,600▲ $256,925

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,494,162$5,344,986$9,839,148
Equipment$126,951$615,624$742,575
Land$20,000-$20,000
Other Assets Org$3,553,885--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori PisaniDirector/executive DirectorFT$126,209$20,352$146,561
Victoria DompierreDirector/secretary--$73,497$73,497

Board Members and Trustees

NameTitle
David M LawlorPresident/chairman
Zvonimir JukicDirector/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
United Methodist Homes INCMgmt. Svcs. & Overhead Costs Reimb580 LONG HILL AVENUE, Shelton, CT 06984$1,228,374
M&r Construction LLCConstruction150 NORTH PLAINS INDUSTRIAL ROAD, Wallingford, CT 06492$308,967
Gr Sheehy Construction LLCConstruction258 THOMPSON STREET, Shelton, CT 06984$125,565
Revenue and Support

Revenue Composition

Contributions and Grants
$22,300
Program Service Revenue
$4,373,302
Investment Income
$6
Other Revenue
$6,649
Change in Net Assets
$457,847

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,402,257
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$125,000
Total Revenue per Audited Statements
$4,527,257
Total Revenue per Form 990
$4,402,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,613,145
Salaries, Compensation, and Employee Benefits$1,331,265
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$1,052,892-$1,052,892
Other Salaries and Wages$849,716$83,621-$933,337
Occupancy$499,630$12,937-$512,567
Depreciation Depletion$395,289$8,067-$403,356
Current Officers, Directors, Trustees, and Key Employees$107,575$35,858-$143,433
Other Employee Benefits$126,744$13,476-$140,220
Payroll Taxes$84,924$10,358-$95,282
Insurance$70,240$8,568-$78,808
Office Expenses$42,640$12,713-$55,353
Fees for Services Other$28,271$1,066-$29,337
Pension Plan Contributions$17,577$1,416-$18,993
Fees for Services Accounting-$14,997-$14,997
All Other Expenses$6,673$450-$7,123
Conferences and Meetings$5,780$705-$6,485
Other Expenses$5,136$852-$5,136
Advertising$1,140--$1,140
Total Functional Expenses$2,686,434$1,257,976$0$3,944,410

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,944,410
Total Expenses per Audited Statements$3,944,410
Total Expenses per Form 990$3,944,410
Expenses Not Reported on Financial Statements$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization's sole member is united methodist homes, inc.”

Form 990, Part VI, Section A, Line 7A

“The sole member of the organization has the authority to elect the members of the organization's governing body.”

Form 990, Part VI, Section A, Line 7B

“The decision to amend the organization's bylaws is reserved to the sole member.”

Form 990, Part VI, Section A, Line 8B

“The meetings are held by the full board of the organization. The organization does not have a committee.”

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

“The form 990 is prepared by our independent accountants in coordination with the annual audit. The full board reviews the form 990 and provides comment prior to electronic filing.”

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

“Compensation of the organization's executive director is determined by the organization's board of directors, through a detailed review using comparability data, including the form 990s from similar nonprofit organizations, and board approval. Contemporaneous documentation of the deliberations and decision making is maintained by the organization. The process was last conducted in 2022.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, form 990 and financial statements available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
Crosby Commons Inc
EIN
06-1505334
Phone
2039448285
Address
580 LONG HILL AVENUE, SHELTON, CT 06484

Signing Officer

Name
Zvonimir Jukic
Title
Treasurer
Phone
2039448285
Signed
2023-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Pisani
Formed
1997
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
0
Employees
40
Volunteers
60

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
500 MAMARONECK AVENUE SUITE 301, HARRISON, NY 10528-1633
Preparer
Garrett M Higgins
Phone
9143818900
Supplemental Narrative

Additional Explanations

Form 990, Part I, Question 5, and Part V, Question 2A

“The organization contracted with a professional employer organization (peo) for services, including but not limited to, payroll, timekeeping, employee benefits, hr administration and workforce regulatory compliance needs. As the employer of record for tax purposes, forms w-2 and w-3 are issued by the peo and filed under the peo's federal ein. In this co-employment arrangement, the organization is the common law employer and, accordingly, compensation is reported on form 990, part vii, section a and part ix, lines 5-10.”

FORM 990, PART XI, LINE 9:

“Transfer from united methodist homes, inc. 125,000.”

Financial Statement Notes

PART IV, LINE 2B:

“The organization custodial liability consists of resident security deposits.”

PART X, LINE 2:

“The facility recognizes the effect of income tax positions when they are more likely than not to be sustained. Management has determined that the facility had no uncertain tax positions that would require financial statement recognition or disclosure. The facility is no longer subject to examinations by the applicable taxing jurisdictions for periods prior to september 30, 2019.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Transfer from united methodist homes, inc. 125,000.”

Raw XML AppendixShowing 400 of 629 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/NetAssetsOrFundBalancesEOYAmt05315315
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04732468
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05315315
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt012937
IRS990/OccupancyGrp/ProgramServicesAmt0499630
IRS990/OccupancyGrp/TotalAmt0512567
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012713
IRS990/OfficeExpensesGrp/ProgramServicesAmt042640
IRS990/OfficeExpensesGrp/TotalAmt055353
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03565640
IRS990/OtherAssetsTotalGrp/EOYAmt03565646
IRS990/OtherChangesInNetAssetsAmt0125000
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013476
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0126744
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0140220
IRS990/OtherExpensesGrp/Desc0DIETARY SUPPLIES
IRS990/OtherExpensesGrp/Desc1LAUNDRY/HOUSEKEEPING
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3RECREATION SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0852
IRS990/OtherExpensesGrp/ProgramServicesAmt0363326
IRS990/OtherExpensesGrp/ProgramServicesAmt174790
IRS990/OtherExpensesGrp/ProgramServicesAmt26983
IRS990/OtherExpensesGrp/ProgramServicesAmt35136
IRS990/OtherExpensesGrp/TotalAmt0363326
IRS990/OtherExpensesGrp/TotalAmt174790
IRS990/OtherExpensesGrp/TotalAmt27835
IRS990/OtherExpensesGrp/TotalAmt35136
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt06649
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06649
IRS990/OtherRevenueTotalAmt06649
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt083621
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0849716
IRS990/OtherSalariesAndWagesGrp/TotalAmt0933337
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010358
IRS990/PayrollTaxesGrp/ProgramServicesAmt084924
IRS990/PayrollTaxesGrp/TotalAmt095282
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01416
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt017577
IRS990/PensionPlanContributionsGrp/TotalAmt018993
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt080839
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt078983
IRS990/PrincipalOfficerNm0LORI PISANI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04373302
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04373302
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0400030
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06
IRS990/PYOtherExpensesAmt02917517
IRS990/PYOtherRevenueAmt05962
IRS990/PYProgramServiceRevenueAmt03801768
IRS990/PYRevenuesLessExpensesAmt0-17681
IRS990/PYSalariesCompEmpBnftPaidAmt01307930
IRS990/PYTotalExpensesAmt04225447
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04207766
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0457847
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04373302
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0225000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0236250
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2017 AMOUNT: $ 250. 2018 AMOUNT: $ 5,000. 2019 AMOUNT: $ 1,149. 2020 AMOUNT: $ 5,962. 2021 AMOUNT: $ 6,649.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt022300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0400030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0456
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0422786
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04373302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03801768
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04097901
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04424366
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04442532
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021139869
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt060
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt06649
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt05962
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01149
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0250
IRS990ScheduleA/OtherIncome509Grp/TotalAmt019010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt021562655
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04395602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04201798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04097901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04424822
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04442532
IRS990ScheduleA/Total509Grp/TotalAmt021562655
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04402257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04207766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04099062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04429840
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04442800
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt021581725
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt04494162
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05344986
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09839148
IRS990ScheduleD/EquipmentGrp/BookValueAmt0126951
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0615624
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0742575
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03944410
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt020000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt020000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt011761
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13553885
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESIDENT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM AFFILIATES
IRS990ScheduleD/OtherRevenueAmt0125000
IRS990ScheduleD/RevenueNotReportedAmt0125000
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04402257
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CUSTODIAL LIABILITY CONSISTS OF RESIDENT SECURITY DEPOSITS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FACILITY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FACILITY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FACILITY IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO SEPTEMBER 30, 2019.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TRANSFER FROM UNITED METHODIST HOMES, INC. 125,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04641113
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03565646
IRS990ScheduleD/TotalExpensesPerForm990Amt03944410
IRS990ScheduleD/TotalRevenuePerForm990Amt04402257
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04527257
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03944410
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0527032
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1217755
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10

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Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,284,600
Liabilities
$3,969,285
Net assets
$5,315,315
Revenue
$4,402,257
Expenses
$3,944,410
Net income
$457,847
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.0$3.11$6.90$4.96$4.14$0.82
2023Detailed filing. Detailed filing data is available for this year.$9.78$3.70$6.08$4.90$4.13$0.77
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.28$3.97$5.32$4.40$3.94$0.46
2021Detailed filing. Detailed filing data is available for this year.$9.03$4.30$4.73$4.21$4.23$0.02
2020Detailed filing. Detailed filing data is available for this year.$8.98$4.57$4.41$4.10$3.71$0.39
2019Detailed filing. Detailed filing data is available for this year.$8.84$4.82$4.02$4.43$3.82$0.61
2018Detailed filing. Detailed filing data is available for this year.$8.56$5.15$3.42$4.44$3.71$0.73
2017Detailed filing. Detailed filing data is available for this year.$8.09$5.40$2.69$4.31$3.70$0.61
2016Detailed filing. Detailed filing data is available for this year.$8.11$6.04$2.07$4.24$3.67$0.57
2015Detailed filing. Detailed filing data is available for this year.$7.82$6.32$1.50$4.08$3.83$0.24
2014Detailed filing. Detailed filing data is available for this year.$7.76$6.58$1.19$3.91$3.66$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.73$6.79$0.94$3.76$3.62$0.13
2012Summary only. Only limited summary data is available for this year.$7.81$7.01$0.80$3.65$3.30$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.59$7.13$0.46$3.33