Civic Intelligence

Geer Woods Inc.

990 • Fiscal year 2016 • EIN 06-1539792

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 15, 2017

Organization ProfileWWW.GEERCARES.ORG
99 South Canaan RoadCanaan, CT 06018

(860) 824-5137

Siviq Scores

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

Liabilities / Assets

97th percentile

1.31x

Higher debt load relative to assets than 97% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

3.22x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

32nd percentile

-1.3%

Higher net margin than 32% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$276,654

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

21st percentile

-4.0%

Faster asset growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

38th percentile

-0.4%

Faster revenue growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$17,503,089

Down $738,368 (-4.0%) from 2015

Net Assets

Down

-$5,439,639

Down $91,884 (-1.7%) from 2015

Liabilities

Down

$22,942,728

Down $646,484 (-2.7%) from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin32nd percentile

Revenue

Down

$7,130,321

Down $31,964 (-0.4%) from 2015

Expenses

Up

$7,222,208

Up $89,617 (+1.3%) from 2015

Net Income

Down

-$91,887

Down $121,581 (-409%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$30M$20M$10M$0-$10M-$20MAssets 2010: $20,421,345Liabilities 2010: $23,798,060Net Assets 2010: -$3,376,7152010Assets 2011: $20,022,085Liabilities 2011: $24,709,298Net Assets 2011: -$4,687,2132011Assets 2012: $19,528,300Liabilities 2012: $24,471,352Net Assets 2012: -$4,943,0522012Assets 2013: $18,823,198Liabilities 2013: $24,154,945Net Assets 2013: -$5,331,7472013Assets 2014: $18,476,446Liabilities 2014: $23,853,893Net Assets 2014: -$5,377,4472014Assets 2015: $18,241,457Liabilities 2015: $23,589,212Net Assets 2015: -$5,347,7552015Assets 2016: $17,503,089Liabilities 2016: $22,942,728Net Assets 2016: -$5,439,6392016Assets 2017: $16,513,653Liabilities 2017: $22,133,222Net Assets 2017: -$5,619,5692017Assets 2018: $17,585,439Liabilities 2018: $24,792,953Net Assets 2018: -$7,207,5142018Assets 2019: $16,781,739Liabilities 2019: $23,980,612Net Assets 2019: -$7,198,8732019Assets 2020: $16,405,584Liabilities 2020: $24,005,170Net Assets 2020: -$7,599,5862020Assets 2021: $16,105,783Liabilities 2021: $24,631,547Net Assets 2021: -$8,525,7642021Assets 2022: $15,539,153Liabilities 2022: $24,053,100Net Assets 2022: -$8,513,9472022Assets 2023: $13,758,384Liabilities 2023: $23,392,570Net Assets 2023: -$9,634,1862023Assets 2024: $12,680,527Liabilities 2024: $23,592,131Net Assets 2024: -$10,911,6042024

Highlighted filing

2016

Assets$17,503,089
Liabilities$22,942,728
Net Assets-$5,439,639
Open 2016 Filing

Operations Trend

Revenue Growth38th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $6,433,6012010Expenses 2011: $7,533,5902011Revenue 2012: $6,501,279Expenses 2012: $6,757,118Net Income 2012: -$255,8392012Revenue 2013: $6,383,992Expenses 2013: $6,772,687Net Income 2013: -$388,6952013Revenue 2014: $7,100,590Expenses 2014: $7,146,290Net Income 2014: -$45,7002014Revenue 2015: $7,162,285Expenses 2015: $7,132,591Net Income 2015: $29,6942015Revenue 2016: $7,130,321Expenses 2016: $7,222,208Net Income 2016: -$91,8872016Revenue 2017: $7,226,599Expenses 2017: $7,406,529Net Income 2017: -$179,9302017Revenue 2018: $6,951,883Expenses 2018: $8,539,828Net Income 2018: -$1,587,9452018Revenue 2019: $7,476,510Expenses 2019: $7,467,869Net Income 2019: $8,6412019Revenue 2020: $7,029,130Expenses 2020: $7,429,843Net Income 2020: -$400,7132020Revenue 2021: $7,692,036Expenses 2021: $8,618,214Net Income 2021: -$926,1782021Revenue 2022: $6,975,750Expenses 2022: $6,965,901Net Income 2022: $9,8492022Revenue 2023: $5,948,594Expenses 2023: $7,068,833Net Income 2023: -$1,120,2392023Revenue 2024: $6,076,056Expenses 2024: $7,353,474Net Income 2024: -$1,277,4182024

Highlighted filing

2016

Revenue$7,130,321
Expenses$7,222,208
Net Income-$91,887
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 15, 2017
Return Version
2015v3.0
Gross Receipts
$7,130,321
Mission and Program Overview

Mission

Geer is a community of healing professionals whose principal mission is to console, treat, strengthen, and refresh the bodies, minds, and spirits of the elderly and disabled residents of the tri-state area.

To provide independent living and assisted living communities to help, console, treat, strengthen and refresh the bodies, minds and spirits of the senior residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$15,978,641$15,522,981▼ $455,660
Savings and Temporary Cash Investments$1,285,706$797,952▼ $487,754
Prepaid Expenses and Deferred Charges$289,499$303,056▲ $13,557
Accounts Receivable$76,280$190,002▲ $113,722
Total Assets$18,241,457$17,503,089▼ $738,368
Other Assets Total$611,331$689,098▲ $77,767
Liabilities
Mortgage Notes Payable Secured by Investment Property$16,903,236$16,584,331▼ $318,905
Other Liabilities$5,896,481$5,642,270▼ $254,211
Accounts Payable and Accrued Expenses$555,018$662,291▲ $107,273
Deferred Revenue$234,477$53,836▼ $180,641
Total Liabilities$23,589,212$22,942,728▼ $646,484
Net Assets / Fund Balance
Unrestricted Net Assets$-5,347,755$-5,439,639▼ $91,884
Total Net Assets Fund Balance$-5,347,755$-5,439,639▼ $91,884
Total Liabilities and Net Assets / Fund Balance$18,241,457$17,503,089▼ $738,368

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,938,395$7,608,575$22,546,970
Equipment$379,307$1,405,931$1,785,238
Other Land Buildings$145,279$33,039$178,318
Land$60,000-$60,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theresa HolmExecutive Director-$127,885$16,689$144,574
Brooke FehnSecretary--$64,879$64,879
Dennis Kobylarz MdMedical DirectorPT$15,000$31,000$46,000
Patricia AndrewsAsst Secretary--$12,573$12,573

Board Members and Trustees

NameTitle
Russell RivaChairman
Betsy DevinoDirector
David SoperDirector
Eileen FoxDirector
Frank PerottiDirector
Mary MonnierDirector
Michael SchoppDirector
Perry GardnerDirector
Robert SegallaDirector
KEVIN O'CONNELLAdministrator/CEO
Robert CiminiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$104,235
Program Service Revenue
$6,945,363
Investment Income
$635
Other Revenue
$80,088
All Other Contributions
$104,235
Change in Net Assets
$-91,887

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,130,321
Total Revenue per Audited Statements
$7,130,321
Total Revenue per Form 990
$7,130,321
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,816,802
Salaries, Compensation, and Employee Benefits$3,405,406
Total Fundraising Expense$2,750
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,428,934$236,577-$2,665,511
Occupancy$1,409,875--$1,409,875
Depreciation Depletion$707,173$5,717-$712,890
Fees for Services Other$338,239$74,667-$412,906
Fees for Services Management-$356,465-$356,465
Other Employee Benefits$317,049$30,782-$347,831
Payroll Taxes$192,820$29,579-$222,399
Current Officers, Directors, Trustees, and Key Employees$15,000$154,665-$169,665
Office Expenses$92,978$73,798-$166,776
Insurance$130,343$5,100-$135,443
Advertising-$90,886$2,750$93,636
Travel$37,888--$37,888
Information Technology-$29,929-$29,929
Other Expenses$12,300--$12,300
Fees for Services Accounting-$12,002-$12,002
Fees for Services Legal-$6,204-$6,204
Conferences and Meetings$673--$673
Total Functional Expenses$6,113,087$1,106,371$2,750$7,222,208

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,222,208
Total Expenses per Audited Statements$7,222,208
Total Expenses per Form 990$7,222,208
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-35 Controlled EntityOil Fuel ContractNo$70,953
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$4,608,613
Due to Related Organizations$512,297
Federal income taxes$488,919
Payable to Geer Nursing$32,441
Payable to Geer Corp-
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“The only member is geer corporation, inc. The directors are elected annually by the member and may be removed by the member.”

Form 990, Part XII, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Geer Woods Inc
EIN
06-1539792
Phone
8608245137
Address
99 SOUTH CANAAN ROAD, CANAAN, CT 06018

Signing Officer

Name
Robert F Cimini
Title
Treasurer
Signed
2017-08-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Robert F Cimini
Formed
1999
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
8
Employees
158
Supplemental Narrative

Financial Statement Notes

X 2

“Accounting principals generally accepted in the united states of america require management to evaluate tax positions taken and recognize a tax liability or asset if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. Management has analyzed the tax positions taken and has concluded that as of september 30, 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or asset or disclosures in the financial statements. The company is subject to routine audits by taxing jurisdictions however, there are currently no audits for any tax periods in progress.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt12ASST SECRETARY
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IRS990/ReconcilationRevenueExpnssAmt0-91887
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,503,089
Liabilities
$22,942,728
Net assets
-$5,439,639
Revenue
$7,130,321
Expenses
$7,222,208
Net income
-$91,887
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$23.6$10.9$6.08$7.35$1.28
2023Detailed filing. Detailed filing data is available for this year.$13.8$23.4$9.63$5.95$7.07$1.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$24.1$8.51$6.98$6.97$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$24.6$8.53$7.69$8.62$0.93
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$24.0$7.60$7.03$7.43$0.40
2019Detailed filing. Detailed filing data is available for this year.$16.8$24.0$7.20$7.48$7.47$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$24.8$7.21$6.95$8.54$1.59
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$22.1$5.62$7.23$7.41$0.18
2016Detailed filing. Detailed filing data is available for this year.$17.5$22.9$5.44$7.13$7.22$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.2$23.6$5.35$7.16$7.13$0.03
2014Detailed filing. Detailed filing data is available for this year.$18.5$23.9$5.38$7.10$7.15$0.05
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$18.8$24.2$5.33$6.38$6.77$0.39
2012Summary only. Only limited summary data is available for this year.$19.5$24.5$4.94$6.50$6.76$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.0$24.7$4.69$7.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$23.8$3.38$6.43
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $10M-$25M nonprofits