Civic Intelligence

Bethel Methodist Home

990 • Fiscal year 2019 • EIN 13-1739921

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

Organization ProfileWWW.BETHELWELL.ORG

View Organization Page

17-19 Narragansett AvenueOssining, NY 10562

(914) 739-6700

Siviq Scores

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

Liabilities / Assets

80th percentile

0.97x

Higher debt load relative to assets than 80% of similar nonprofits.

2019 filings • NTEE E • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

3.86x

Higher debt load relative to revenue than 94% of similar nonprofits.

2019 filings • NTEE E • $50M-$100M nonprofits • Source year 2019

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2019 filings • NTEE E • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

29th percentile

$470,610

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2019 filings • NTEE E • $50M-$100M nonprofits • Source year 2019

Asset Growth

36th percentile

0.1%

Faster asset growth than 36% of similar nonprofits.

2019 filings • NTEE E • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

72nd percentile

13%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • NTEE E • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$65,282,332

Up $42,955 (+0.1%) from 2018

Net Assets

Down

$1,683,234

Down $2,177,093 (-56%) from 2018

Liabilities

Up

$63,599,098

Up $2,220,048 (+3.6%) from 2018

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin18th percentile

Revenue

Up

$16,491,165

Up $1,837,992 (+13%) from 2018

Expenses

Up

$18,686,373

Up $514,479 (+2.8%) from 2018

Net Income

Up

-$2,195,208

Up $1,323,513 (+38%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$100M$50M$0-$50MAssets 2010: $4,584,229Liabilities 2010: $1,194,774Net Assets 2010: $3,389,4552010Assets 2011: $4,485,519Liabilities 2011: $1,064,089Net Assets 2011: $3,421,4302011Assets 2012: $4,098,210Liabilities 2012: $601,417Net Assets 2012: $3,496,7932012Assets 2013: $4,194,809Liabilities 2013: $604,863Net Assets 2013: $3,589,9462013Assets 2014: $4,405,662Liabilities 2014: $714,540Net Assets 2014: $3,691,1222014Assets 2015: $4,506,714Liabilities 2015: $780,572Net Assets 2015: $3,726,1422015Assets 2016: $53,755,298Liabilities 2016: $42,237,578Net Assets 2016: $11,517,7202016Assets 2017: $61,647,286Liabilities 2017: $54,268,238Net Assets 2017: $7,379,0482017Assets 2018: $65,239,377Liabilities 2018: $61,379,050Net Assets 2018: $3,860,3272018Assets 2019: $65,282,332Liabilities 2019: $63,599,098Net Assets 2019: $1,683,2342019Assets 2020: $97,554,366Liabilities 2020: $95,640,497Net Assets 2020: $1,913,8692020Assets 2021: $66,568,639Liabilities 2021: $68,633,075Net Assets 2021: -$2,064,4362021Assets 2022: $65,464,351Liabilities 2022: $68,867,907Net Assets 2022: -$3,403,5562022Assets 2023: $63,833,682Liabilities 2023: $69,286,447Net Assets 2023: -$5,452,7652023Assets 2024: $69,130,629Liabilities 2024: $73,040,309Net Assets 2024: -$3,909,6802024

Highlighted filing

2019

Assets$65,282,332
Liabilities$63,599,098
Net Assets$1,683,234
Open 2019 Filing

Operations Trend

Revenue Growth72nd percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $3,376,7682010Expenses 2011: $2,944,6192011Expenses 2012: $2,699,1012012Revenue 2013: $3,143,363Expenses 2013: $3,065,743Net Income 2013: $77,6202013Revenue 2014: $3,342,890Expenses 2014: $3,241,420Net Income 2014: $101,4702014Revenue 2015: $3,438,392Expenses 2015: $3,395,871Net Income 2015: $42,5212015Revenue 2016: $5,906,196Expenses 2016: $6,520,329Net Income 2016: -$614,1332016Revenue 2017: $13,785,653Expenses 2017: $17,936,520Net Income 2017: -$4,150,8672017Revenue 2018: $14,653,173Expenses 2018: $18,171,894Net Income 2018: -$3,518,7212018Revenue 2019: $16,491,165Expenses 2019: $18,686,373Net Income 2019: -$2,195,2082019Revenue 2020: $17,608,088Expenses 2020: $17,396,403Net Income 2020: $211,6852020Revenue 2021: $16,802,314Expenses 2021: $17,797,934Net Income 2021: -$995,6202021Revenue 2022: $18,303,845Expenses 2022: $19,599,696Net Income 2022: -$1,295,8512022Revenue 2023: $19,535,973Expenses 2023: $21,485,344Net Income 2023: -$1,949,3712023Revenue 2024: $19,910,767Expenses 2024: $21,284,233Net Income 2024: -$1,373,4662024

Highlighted filing

2019

Revenue$16,491,165
Expenses$18,686,373
Net Income-$2,195,208
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$16,491,165
Mission and Program Overview

Mission

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$46,279,317$47,664,934▲ $1,385,617
Intangible Assets$2,076,239$1,911,249▼ $164,990
Accounts Receivable$668,862$519,522▼ $149,340
Cash and Non-Interest-Bearing Accounts$3,485,503$332,632▼ $3,152,871
Prepaid Expenses and Deferred Charges$145,803$115,530▼ $30,273
Inventories for Sale or Use$5,869$10,292▲ $4,423
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$65,239,377$65,282,332▲ $42,955
Other Assets Total$12,577,784$14,728,173▲ $2,150,389
Liabilities
Other Liabilities$25,896,196$29,201,563▲ $3,305,367
Tax Exempt Bond Liabilities$30,380,000$17,805,000▼ $12,575,000
Mortgage Notes Payable Secured by Investment Property$133,962$12,417,428▲ $12,283,466
Accounts Payable and Accrued Expenses$4,968,892$4,175,107▼ $793,785
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$61,379,050$63,599,098▲ $2,220,048
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,779,425$1,602,332▼ $2,177,093
Net Assets With Donor Restrictions$80,902$80,902→ $0
Total Net Assets Fund Balance$3,860,327$1,683,234▼ $2,177,093
Total Liabilities and Net Assets / Fund Balance$65,239,377$65,282,332▲ $42,955

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$37,253,183$3,585,663$40,838,846
Land$8,250,000-$8,250,000
Equipment$2,062,068$547,600$2,609,668
Other Land Buildings$99,683-$99,683
Other Assets Org$2,733,664--
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beth GoldsteinCEOFT$469,564$1,046$470,610
Anastasios MarkopoulosCFOFT$423,965$28,605$452,570
Nicole TangrediAccounting ManagerFT$137,721$27,953$165,674
Richard DanzkerDirector Advancement/corporate MktgFT$137,548$10,764$148,312
Michaels DobbinsAdministratorFT$129,957$11,321$141,278

Board Members and Trustees

NameTitle
Robert W ElliottChairman
Andrew Samalin CfpVice Chairman/treasurer
James CampbellBoard Member
Keith SafianBoard Member
Rev Dr John CarringtBoard Member
Rev Kevan Thomas HitchBoard Member
Meg McgarritySecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Nutrition ManagementFood2071 KIMBERTON ROAD, Kimberton, PA 19442$1,475,818
Jarro ConstructionConstructionPO BOX 377, Elmsford, NY 10523$951,724
Westchester AmbuletteTransportation26 HILLCREST AVENUE, Cortlandt Manor, NY 10567$501,540
Cooler Design INCInterior Design9135 N MERIDIAN STREET SUITE A1, Indianapolis, IN 46260$485,869
Love CoMarketing1209 N EAST STREET, Frederick, MD 21701$446,526
Revenue and Support

Revenue Composition

Contributions and Grants
$23,473
Program Service Revenue
$14,093,941
Investment Income
$64,113
Other Revenue
$2,309,638
All Other Contributions
$10,648
Change in Net Assets
$-2,195,208

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,491,165
Revenue Not Reported on Form 990
$18,115
Total Revenue per Audited Statements
$16,509,280
Total Revenue per Form 990
$16,491,165
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,250,849
Salaries, Compensation, and Employee Benefits$7,435,524
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,984,533$2,018,379-$5,002,912
Interest-$2,252,962-$2,252,962
Other Expenses$205,223$1,507,914-$1,713,137
Depreciation Depletion$1,655,975--$1,655,975
Other Employee Benefits$926,290$631,773-$1,558,063
Occupancy$678,786$42,941-$721,727
All Other Expenses$301,967$409,867-$711,834
Current Officers, Directors, Trustees, and Key Employees-$469,564-$469,564
Payroll Taxes$225,775$179,210-$404,985
Office Expenses$156,940$84,360-$241,300
Fees for Services Accounting-$189,073-$189,073
Fees for Services Legal-$151,645-$151,645
Advertising-$143,966-$143,966
Travel$32,718$40,250-$72,968
Total Functional Expenses$10,411,936$8,274,437$0$18,686,373

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,686,373
Total Expenses per Audited Statements$18,686,373
Total Expenses per Form 990$18,686,373
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Resident Refund Liability$23,339,995
Deferred Revenue$5,438,098
Refundable Deposits$307,931
Due to Third Party Payors$115,539

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWestchester County Local Development Corporation2016-12-29$12,500,000Acquisition of the knolls
BWestchester County Local Development Corporation2017-12-07$5,305,000RENOVATIONS

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$5,305,000$0$0$0
A$0$0$0$0

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION B, QUESTION #11

“In 2009 we conducted an education session for the board on the requirements related to the new 990 including receiving a handout with 990 questions from our auditors. The 990 was emailed to all board members for their review.”

FORM 990, PART VI, SECTION B, QUESTION #12C

“Annually the board of directors are given a copy of our conflict of interest policy and are required to disclose any conflicts of interest. This disclosure is kept on file. The conflict of interest policy is periodically reviewed by the corporate compliance officer and revised as necessary.”

FORM 990, PART VI, SECTION B, QUESTION #15

“An outside h/r contractor was engaged to perform a compensation review including comparable compensation. These results were reviewed by the standing executive committee which was used as an add hoc executive compensation committee and minutes from the meeting were kept.”

FORM 990, PART VI, SECTION C, QUESTION #19

“These documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bethel Methodist Home
EIN
13-1739921
In Care Of
% BETH GOLDSTEIN
Address
17-19 NARRAGANSETT AVENUE, OSSINING, NY 10562
Doing Business As
The Knolls

Signing Officer

Name
Beth Goldstein
Title
CEO
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Goldstein
Formed
1927
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
133
Volunteers
1

Preparer

Firm
Horan Martello Morrone Pc
Address
527 TOWNLINE ROAD, HAUPPAUGE, NY 11788
Preparer
Wayne Robinson CPA
Phone
6312656289
Supplemental Narrative

Additional Explanations

FORM 990, PART I, QUESTION #1

“The bethel not-for-profit companies are committed to being the innovative leader in healthcare, housing and services to seniors and the community at large by providing an integrated continuum of high quality programs to meet and exceed the expectations of the community we serve”

FORM 990, PART III, QUESTION #1

“The bethel not-for-profit companies are committed to being the innovative leader in healthcare, housing and services to seniors and the community at large by providing an integrated continuum of high quality programs to meet and exceed the expectations of the community we serve”

Form 990 Part XI, Line 5

“Net unrealized gain on investment was $18,115 in 2019.”

Form 990, Part XI, Line 9

“In november of 2016, the entity entered into an asset purchase agreement to acquire hebrew hospital senior housing, inc to operate a continuing care retirement community (ccrc). The ccrc was renamed as the knolls. As part of this agreement, the entity received a contribution when acquiring the knolls of $8,413,211.”

Financial Statement Notes

Form 990, Schedule D,

“Net assets subject to donor-imposed stipulations that they be maintained permanently. Generally, the donors of these assets permit the home to use all of the income earned on related investments for general or specific purposes.”

Raw XML AppendixShowing 400 of 872 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04968892
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04175107
IRS990/AccountsReceivableGrp/BOYAmt0668862
IRS990/AccountsReceivableGrp/EOYAmt0519522
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0143966
IRS990/AdvertisingGrp/TotalAmt0143966
IRS990/AllOtherContributionsAmt010648
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0409867
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0301967
IRS990/AllOtherExpensesGrp/TotalAmt0711834
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0BETH GOLDSTEIN
IRS990/BooksInCareOfDetail/PhoneNum09147396700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt067 SPRINGVALE RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CROTONONHUDSON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010520
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt03485503
IRS990/CashNonInterestBearingGrp/EOYAmt0332632
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt010
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0469564
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0469564
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0951724
IRS990/ContractorCompensationGrp/CompensationAmt1485869
IRS990/ContractorCompensationGrp/CompensationAmt2446526
IRS990/ContractorCompensationGrp/CompensationAmt31475818
IRS990/ContractorCompensationGrp/CompensationAmt4501540
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 377
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt19135 N MERIDIAN STREET SUITE A1
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21209 N EAST STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt32071 KIMBERTON ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt426 HILLCREST AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ELMSFORD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1INDIANAPOLIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2FREDERICK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3KIMBERTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4CORTLANDT MANOR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1IN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd010523
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd146260
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd221701
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd319442
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd410567
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0JARRO CONSTRUCTION
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1COOLER DESIGN INC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2LOVE CO
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3NUTRITION MANAGEMENT
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4WESTCHESTER AMBULETTE
IRS990/ContractorCompensationGrp/ServicesDesc0CONSTRUCTION
IRS990/ContractorCompensationGrp/ServicesDesc1INTERIOR DESIGN
IRS990/ContractorCompensationGrp/ServicesDesc2MARKETING
IRS990/ContractorCompensationGrp/ServicesDesc3FOOD
IRS990/ContractorCompensationGrp/ServicesDesc4TRANSPORTATION
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt023473
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt064113
IRS990/CYOtherExpensesAmt011250849
IRS990/CYOtherRevenueAmt02309638
IRS990/CYProgramServiceRevenueAmt014093941
IRS990/CYRevenuesLessExpensesAmt0-2195208
IRS990/CYSalariesCompEmpBnftPaidAmt07435524
IRS990/CYTotalExpensesAmt018686373
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016491165
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01655975
IRS990/DepreciationDepletionGrp/TotalAmt01655975
IRS990/Desc0BEGINNING IN 2001, BETHEL METHODIST HOME BECAME THE CORPORATE ENTITY AND BEGAN PROVIDING MANAGEMENT SERVICES TO ALL NOT-FOR-PROFIT SUBSIDIARIES OF BMH, INC.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0THE KNOLLS
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt080902
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt080902
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt0133
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0946277
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0189073
IRS990/FeesForServicesAccountingGrp/TotalAmt0189073
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0151645
IRS990/FeesForServicesLegalGrp/TotalAmt0151645
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt01046
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt128605
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt227953
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310764
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt411321
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0BETH GOLDSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm1ANASTASIOS MARKOPOULOS
IRS990/Form990PartVIISectionAGrp/PersonNm2NICOLE TANGREDI
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD DANZKER
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAELS DOBBINS
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm6REV KEVAN THOMAS HITCH
IRS990/Form990PartVIISectionAGrp/PersonNm7REV DR JOHN CARRINGT
IRS990/Form990PartVIISectionAGrp/PersonNm8KEITH SAFIAN
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT W ELLIOTT
IRS990/Form990PartVIISectionAGrp/PersonNm10ANDREW SAMALIN CFP
IRS990/Form990PartVIISectionAGrp/PersonNm11MEG MCGARRITY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0469564
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1423965
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2137721
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3137548
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4129957
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2ACCOUNTING MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIR ADVANCEMENT/CORPORATE MKTG
IRS990/Form990PartVIISectionAGrp/TitleTxt4ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE CHAIRMAN/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01927
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt012825
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt016491165
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt02076239
IRS990/IntangibleAssetsGrp/EOYAmt01911249
IRS990/InterestGrp/ManagementAndGeneralAmt02252962
IRS990/InterestGrp/TotalAmt02252962
IRS990/InventoriesForSaleOrUseGrp/BOYAmt05869
IRS990/InventoriesForSaleOrUseGrp/EOYAmt010292
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt063006
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt063006
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt041
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04133263
IRS990/LandBldgEquipBasisNetGrp/BOYAmt046279317
IRS990/LandBldgEquipBasisNetGrp/EOYAmt047664934
IRS990/LandBldgEquipCostOrOtherBssAmt051798197
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0133962
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt012417428
IRS990/NetAssetsOrFundBalancesBOYAmt03860327
IRS990/NetAssetsOrFundBalancesEOYAmt01683234
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01107
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01107
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt018115
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03779425
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01602332
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt042941
IRS990/OccupancyGrp/ProgramServicesAmt0678786
IRS990/OccupancyGrp/TotalAmt0721727
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt084360
IRS990/OfficeExpensesGrp/ProgramServicesAmt0156940
IRS990/OfficeExpensesGrp/TotalAmt0241300
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012577784
IRS990/OtherAssetsTotalGrp/EOYAmt014728173
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0631773
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0926290
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01558063
IRS990/OtherExpensesGrp/Desc0PURCHASED/CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt084051
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt168482
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21507914
IRS990/OtherExpensesGrp/ProgramServicesAmt03027727
IRS990/OtherExpensesGrp/ProgramServicesAmt1208895
IRS990/OtherExpensesGrp/ProgramServicesAmt27107
IRS990/OtherExpensesGrp/ProgramServicesAmt3205223
IRS990/OtherExpensesGrp/TotalAmt03111778
IRS990/OtherExpensesGrp/TotalAmt1277377
IRS990/OtherExpensesGrp/TotalAmt27107
IRS990/OtherExpensesGrp/TotalAmt31713137
IRS990/OtherLiabilitiesGrp/BOYAmt025896196
IRS990/OtherLiabilitiesGrp/EOYAmt029201563
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
IRS990/OtherRevenueMiscGrp/Desc1EARNED ENTRANCE FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt047212
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12262426
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt047212
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12262426
IRS990/OtherRevenueTotalAmt02309638
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02018379
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02984533
IRS990/OtherSalariesAndWagesGrp/TotalAmt05002912
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0179210
IRS990/PayrollTaxesGrp/ProgramServicesAmt0225775
IRS990/PayrollTaxesGrp/TotalAmt0404985
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0145803
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0115530
IRS990/PrincipalOfficerNm0BETH GOLDSTEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0CORPORATE MGT. FEE
IRS990/ProgramServiceRevenueGrp/Desc1OPERATING SUPPORT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03964030
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110129911
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03964030
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110129911
IRS990/ProgSrvcAccomActy2Grp/Desc0IN 2016, THE ENTITY BEGAN OPERATING A CONTINUING CARE RETIREMENT COMMUNITY KNOWN AS THE KNOLLS. THE CCRC CONSISTS OF 120 INDEPENDENT RESIDENTIAL APARTMENTS, 10 ENRICHED HOUSING APARTMENTS, 20 SKILLED NURSING BEDS, COMMON AREAS AND RELATED INFRASTRUCTURE AND FACILITIES. THE CCRC PROVIDES HOUSING, AS WELL AS FOOD, HEALTH, AND OTHER SERVICES TO ELDERLY RESIDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt09465659
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt012465730
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt012940
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01055
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt010954209
IRS990/PYOtherRevenueAmt01685702
IRS990/PYProgramServiceRevenueAmt012953476
IRS990/PYRevenuesLessExpensesAmt0-3518721
IRS990/PYSalariesCompEmpBnftPaidAmt07217685
IRS990/PYTotalExpensesAmt018171894
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014653173
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,282,332
Liabilities
$63,599,098
Net assets
$1,683,234
Revenue
$16,491,165
Expenses
$18,686,373
Net income
-$2,195,208
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$69.1$73.0$3.91$19.9$21.3$1.37
2023Detailed filing. Detailed filing data is available for this year.$63.8$69.3$5.45$19.5$21.5$1.95
2022Detailed filing. Detailed filing data is available for this year.$65.5$68.9$3.40$18.3$19.6$1.30
2021Detailed filing. Detailed filing data is available for this year.$66.6$68.6$2.06$16.8$17.8$1.00
2020Detailed filing. Detailed filing data is available for this year.$97.6$95.6$1.91$17.6$17.4$0.21
2019Detailed filing. Detailed filing data is available for this year.$65.3$63.6$1.68$16.5$18.7$2.20
2018Detailed filing. Detailed filing data is available for this year.$65.2$61.4$3.86$14.7$18.2$3.52
2017Detailed filing. Detailed filing data is available for this year.$61.6$54.3$7.38$13.8$17.9$4.15
2016Detailed filing. Detailed filing data is available for this year.$53.8$42.2$11.5$5.91$6.52$0.61
2015Detailed filing. Detailed filing data is available for this year.$4.51$0.78$3.73$3.44$3.40$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.41$0.71$3.69$3.34$3.24$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.19$0.60$3.59$3.14$3.07$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.10$0.60$3.50$2.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.49$1.06$3.42$2.94
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.58$1.19$3.39$3.38