Civic Intelligence

Bethel Methodist Home

990 • Fiscal year 2020 • EIN 13-1739921

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

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

81st percentile

0.98x

Higher debt load relative to assets than 81% of similar nonprofits.

2020 filings • NTEE E • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

5.43x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • NTEE E • $50M-$100M nonprofits • Source year 2020

Net Margin

56th percentile

1.2%

Higher net margin than 56% of similar nonprofits.

2020 filings • NTEE E • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

26th percentile

$412,134

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2020 filings • NTEE E • $50M-$100M nonprofits • Source year 2020

Asset Growth

86th percentile

49%

Faster asset growth than 86% of similar nonprofits.

2020 filings • NTEE E • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

6.8%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • NTEE E • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$97,554,366

Up $32,272,034 (+49%) from 2019

Net Assets

Up

$1,913,869

Up $230,635 (+14%) from 2019

Liabilities

Up

$95,640,497

Up $32,041,399 (+50%) from 2019

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin56th percentile

Revenue

Up

$17,608,088

Up $1,116,923 (+6.8%) from 2019

Expenses

Down

$17,396,403

Down $1,289,970 (-6.9%) from 2019

Net Income

Up

$211,685

Up $2,406,893 (+110%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2020

Assets$97,554,366
Liabilities$95,640,497
Net Assets$1,913,869
Open 2020 Filing

Operations Trend

Revenue Growth69th 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

2020

Revenue$17,608,088
Expenses$17,396,403
Net Income$211,685
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$17,608,088
Mission and Program Overview

Mission

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$47,664,934$46,732,846▼ $932,088
Cash and Non-Interest-Bearing Accounts$332,632$4,314,008▲ $3,981,376
Intangible Assets$1,911,249$3,316,665▲ $1,405,416
Accounts Receivable$519,522$426,810▼ $92,712
Prepaid Expenses and Deferred Charges$115,530$132,864▲ $17,334
Inventories for Sale or Use$10,292$22,386▲ $12,094
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$65,282,332$97,554,366▲ $32,272,034
Other Assets Total$14,728,173$42,608,787▲ $27,880,614
Liabilities
Tax Exempt Bond Liabilities$17,805,000$35,900,000▲ $18,095,000
Other Liabilities$29,201,563$33,242,629▲ $4,041,066
Mortgage Notes Payable Secured by Investment Property$12,417,428$23,251,636▲ $10,834,208
Accounts Payable and Accrued Expenses$4,175,107$2,839,470▼ $1,335,637
Grants Payable$0$406,762▲ $406,762
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$63,599,098$95,640,497▲ $32,041,399
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,602,332$1,832,967▲ $230,635
Net Assets With Donor Restrictions$80,902$80,902→ $0
Total Net Assets Fund Balance$1,683,234$1,913,869▲ $230,635
Total Liabilities and Net Assets / Fund Balance$65,282,332$97,554,366▲ $32,272,034

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$35,082,020$5,814,622$40,896,642
Land$8,250,000-$8,250,000
Equipment$1,705,765$921,773$2,627,538
Other Land Buildings$1,695,061$151,251$1,846,312
Other Assets Org$4,085,679--
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beth GoldsteinCEOFT$410,259$1,875$412,134
Anastasios MarkopoulosVP/CFOFT$348,963$15,987$364,950
Nicole TangrediAccounting ManagerFT$151,151$17,848$168,999
Vivian PasternakDirector Advancement/corporate MktgFT$136,538$17,428$153,966
Richard DanzkerDirector Advancement/corporate MktgFT$138,196$9,123$147,319

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Jarro ConstructionConstructionPO BOX 377, Elmsford, NY 10523$544,730
Griffin LandscapingLandscaping106 WINDMILL HILL, Wethersfield, CT 06109$230,275
Revenue and Support

Revenue Composition

Contributions and Grants
$802,382
Program Service Revenue
$13,974,491
Investment Income
$212,954
Other Revenue
$2,618,261
Change in Net Assets
$211,685

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,608,088
Revenue Not Reported on Form 990
$18,950
Total Revenue per Audited Statements
$17,627,038
Total Revenue per Form 990
$17,608,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,351,489
Salaries, Compensation, and Employee Benefits$7,044,914
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,321,997$2,664,986-$4,986,983
Interest-$2,254,634-$2,254,634
Depreciation Depletion$1,823,164--$1,823,164
Other Expenses$159,248$1,335,933$0$1,495,181
Other Employee Benefits$760,737$437,120-$1,197,857
Occupancy$614,689$42,100-$656,789
Payroll Taxes$252,661$197,154-$449,815
Current Officers, Directors, Trustees, and Key Employees$410,259--$410,259
All Other Expenses$118,352$166,346-$284,698
Office Expenses$201,452$76,820-$278,272
Fees for Services Legal-$228,770-$228,770
Fees for Services Accounting-$192,133-$192,133
Advertising-$72,468-$72,468
Travel$40,161$19,996-$60,157
Total Functional Expenses$9,348,120$8,048,283$0$17,396,403

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$17,396,403
Total Expenses per Audited Statements$17,396,403
Total Expenses per Form 990$17,396,403
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$28,351,381
Deferred Revenue$3,924,245
Refundable Deposits$717,752
Due to Third Party Payors$249,251

Bond Issues

BondIssuerIssuedIssue PricePurpose
CWestchester County Local Development Corporation2020-12-23$18,095,000REFINANCE
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
C$18,095,000$0$0$0
A$12,500,000$0$0$0
B$5,305,000$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

Signing Officer

Name
Beth Goldstein
Title
CEO
Phone
9147396700
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Goldstein
Formed
1927
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
115
Volunteers
0

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 $18,950 in 2020.”

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.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
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IRS990/Form990PartVIISectionAGrp/PersonNm1ANASTASIOS MARKOPOULOS
IRS990/Form990PartVIISectionAGrp/PersonNm2NICOLE TANGREDI
IRS990/Form990PartVIISectionAGrp/PersonNm3VIVIAN PASTERNAK
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD DANZKER
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm6REV KEVAN THOMAS HITCH
IRS990/Form990PartVIISectionAGrp/PersonNm7REV DR JOHN CARRINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm8KEITH SAFIAN
IRS990/Form990PartVIISectionAGrp/PersonNm9RICHARD MERBAUM
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT W ELLIOTT
IRS990/Form990PartVIISectionAGrp/PersonNm11ANDREW SAMALIN CFP
IRS990/Form990PartVIISectionAGrp/PersonNm12MEG MCGARRITY
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1348963
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2151151
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3136538
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4138196
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2ACCOUNTING MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIR ADVANCEMENT/CORPORATE MKTG
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIR ADVANCEMENT/CORPORATE MKTG
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE CHAIRMAN/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
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IRS990/FormationYr01927
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt012961
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt0789421
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt0406762
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt017608088
IRS990/GrossSalesOfInventoryAmt00
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IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt01911249
IRS990/IntangibleAssetsGrp/EOYAmt03316665
IRS990/InterestGrp/ManagementAndGeneralAmt02254634
IRS990/InterestGrp/TotalAmt02254634
IRS990/InventoriesForSaleOrUseGrp/BOYAmt010292
IRS990/InventoriesForSaleOrUseGrp/EOYAmt022386
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0212954
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0212954
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/LandBldgEquipAccumDeprecAmt05935948
IRS990/LandBldgEquipBasisNetGrp/BOYAmt047664934
IRS990/LandBldgEquipBasisNetGrp/EOYAmt046732846
IRS990/LandBldgEquipCostOrOtherBssAmt052668794
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/BOYAmt012417428
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt023251636
IRS990/NetAssetsOrFundBalancesBOYAmt01683234
IRS990/NetAssetsOrFundBalancesEOYAmt01913869
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt018950
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01602332
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01832967
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt042100
IRS990/OccupancyGrp/ProgramServicesAmt0614689
IRS990/OccupancyGrp/TotalAmt0656789
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt076820
IRS990/OfficeExpensesGrp/ProgramServicesAmt0201452
IRS990/OfficeExpensesGrp/TotalAmt0278272
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014728173
IRS990/OtherAssetsTotalGrp/EOYAmt042608787
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0437120
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0760737
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01197857
IRS990/OtherExpensesGrp/Desc0PURCHASED/CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0219988
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1139835
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21335933
IRS990/OtherExpensesGrp/ProgramServicesAmt02472591
IRS990/OtherExpensesGrp/ProgramServicesAmt1164698
IRS990/OtherExpensesGrp/ProgramServicesAmt28111
IRS990/OtherExpensesGrp/ProgramServicesAmt3159248
IRS990/OtherExpensesGrp/TotalAmt02692579
IRS990/OtherExpensesGrp/TotalAmt1304533
IRS990/OtherExpensesGrp/TotalAmt28111
IRS990/OtherExpensesGrp/TotalAmt31495181
IRS990/OtherLiabilitiesGrp/BOYAmt029201563
IRS990/OtherLiabilitiesGrp/EOYAmt033242629
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
IRS990/OtherRevenueMiscGrp/Desc1EARNED ENTRANCE FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0-15264
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12633525
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-15264
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12633525
IRS990/OtherRevenueTotalAmt02618261
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02664986
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02321997
IRS990/OtherSalariesAndWagesGrp/TotalAmt04986983
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0197154
IRS990/PayrollTaxesGrp/ProgramServicesAmt0252661
IRS990/PayrollTaxesGrp/TotalAmt0449815
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0115530
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0132864
IRS990/PrincipalOfficerNm0BETH GOLDSTEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0CORPORATE MGT. FEE
IRS990/ProgramServiceRevenueGrp/Desc1OPERATING SUPPORT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04864969
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19109522
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04864969
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19109522
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/ExpenseAmt08499382
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt012716810
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt023473
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt064113
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt011250849
IRS990/PYOtherRevenueAmt02309638
IRS990/PYProgramServiceRevenueAmt014093941
IRS990/PYRevenuesLessExpensesAmt0-2195208
IRS990/PYSalariesCompEmpBnftPaidAmt07435524
IRS990/PYTotalExpensesAmt018686373
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt016491165
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0211685
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,554,366
Liabilities
$95,640,497
Net assets
$1,913,869
Revenue
$17,608,088
Expenses
$17,396,403
Net income
$211,685
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