Civic Intelligence

Geer Woods Inc.

990 • Fiscal year 2017 • EIN 06-1539792

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 10, 2018

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

1.34x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

3.06x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

27th percentile

-2.5%

Higher net margin than 27% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

69th percentile

$240,426

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

12th percentile

-5.7%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

1.4%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$16,513,653

Down $989,436 (-5.7%) from 2016

Net Assets

Down

-$5,619,569

Down $179,930 (-3.3%) from 2016

Liabilities

Down

$22,133,222

Down $809,506 (-3.5%) from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin27th percentile

Revenue

Up

$7,226,599

Up $96,278 (+1.4%) from 2016

Expenses

Up

$7,406,529

Up $184,321 (+2.6%) from 2016

Net Income

Down

-$179,930

Down $88,043 (-96%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2017

Assets$16,513,653
Liabilities$22,133,222
Net Assets-$5,619,569
Open 2017 Filing

Operations Trend

Revenue Growth39th 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

2017

Revenue$7,226,599
Expenses$7,406,529
Net Income-$179,930
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 10, 2018
Return Version
2016v3.0
Gross Receipts
$7,226,599
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$15,522,981$15,374,249▼ $148,732
Savings and Temporary Cash Investments$797,952$203,216▼ $594,736
Accounts Receivable$190,002$115,954▼ $74,048
Prepaid Expenses and Deferred Charges$303,056$106,328▼ $196,728
Inventories for Sale or Use-$2,145-
Total Assets$17,503,089$16,513,653▼ $989,436
Other Assets Total$689,098$711,761▲ $22,663
Liabilities
Mortgage Notes Payable Secured by Investment Property$16,584,331$16,105,145▼ $479,186
Other Liabilities$5,642,270$5,169,817▼ $472,453
Accounts Payable and Accrued Expenses$662,291$666,122▲ $3,831
Deferred Revenue$53,836$192,138▲ $138,302
Total Liabilities$22,942,728$22,133,222▼ $809,506
Net Assets / Fund Balance
Unrestricted Net Assets$-5,439,639$-5,619,569▼ $179,930
Total Net Assets Fund Balance$-5,439,639$-5,619,569▼ $179,930
Total Liabilities and Net Assets / Fund Balance$17,503,089$16,513,653▼ $989,436

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,674,139$8,252,167$22,926,306
Equipment$440,869$1,513,916$1,954,785
Other Land Buildings$199,241-$199,241
Land$60,000-$60,000
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theresa HolmExecutive Director-$115,780$17,020$132,800
Dennis Kobylarz MdMedical DirectorPT$35,188$39,562$74,750
Brooke FehnSecretary--$69,356$69,356

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'CONNELLCEO
Mark E KovitchCFO
Robert CiminiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,240
Program Service Revenue
$7,137,596
Investment Income
$299
Other Revenue
$80,464
All Other Contributions
$8,240
Change in Net Assets
$-179,930

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,226,599
Revenue Not Reported on Form 990
$1
Total Revenue per Audited Statements
$7,226,600
Total Revenue per Form 990
$7,226,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,958,273
Salaries, Compensation, and Employee Benefits$3,448,256
Total Fundraising Expense$11,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,412,194$237,825-$2,650,019
Occupancy$1,416,965--$1,416,965
Depreciation Depletion$718,538$5,717-$724,255
Other Employee Benefits$349,844$35,377-$385,221
Fees for Services Management-$361,330-$361,330
Fees for Services Other$290,002$39,451-$329,453
Payroll Taxes$228,469$33,527-$261,996
Office Expenses$102,272$63,494-$165,766
Advertising$6,024$145,024$11,000$162,048
Current Officers, Directors, Trustees, and Key Employees$27,750$123,270-$151,020
Insurance-$139,544-$139,544
Information Technology-$37,459-$37,459
Fees for Services Legal-$35,453-$35,453
Travel$28,495--$28,495
Other Expenses$14,095--$14,095
Fees for Services Accounting-$12,000-$12,000
Total Functional Expenses$6,126,058$1,269,471$11,000$7,406,529

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,406,532
Expenses per Audited Statements$7,406,529
Total Expenses per Form 990$7,406,529
Expenses Not Reported on Form 990$3
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
Deposits Held in Trust$4,525,638
Federal income taxes$505,103
Due to Related Organizations$78,738
Payable to Geer Nursing$60,338
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
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
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
2018-08-10
Discuss with paid preparer
No

Organization Details

Principal Officer
Robert F Cimini
Formed
1999
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
9
Employees
173
Supplemental Narrative

Financial Statement Notes

X 2

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken and recognize a tax liability or asset if the company 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, 2017, there are no uncertain positions taken or expected to be taken that would require recoginition of a liaibility or or asset or disclosure 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.”

XI 2E

“1 ROUNDING”

XII 2D

“3 ROUNDING”

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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/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12CEO
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt033527
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IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0106328
IRS990/PrincipalOfficerNm0ROBERT F CIMINI
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IRS990/PYSalariesCompEmpBnftPaidAmt03405406
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-179930
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IRS990/RelatedEntityInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,513,653
Liabilities
$22,133,222
Net assets
-$5,619,569
Revenue
$7,226,599
Expenses
$7,406,529
Net income
-$179,930
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
2017Detailed filing. Detailed filing data is available for this year.$16.5$22.1$5.62$7.23$7.41$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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