Civic Intelligence

Bethel Methodist Home

990 • Fiscal year 2023 • EIN 13-1739921

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization ProfileWWW.BETHELWELL.ORG

View Organization Page

2042 ALBANY POST ROAD Suite 8Crotononhudson, NY 10520

(914) 810-0477

Siviq Scores

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

Liabilities / Assets

85th percentile

1.09x

Higher debt load relative to assets than 85% of similar nonprofits.

2023 filings • NTEE E • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

93rd percentile

3.55x

Higher debt load relative to revenue than 93% of similar nonprofits.

2023 filings • NTEE E • $50M-$100M nonprofits • Source year 2023

Net Margin

25th percentile

-10.0%

Higher net margin than 25% of similar nonprofits.

2023 filings • NTEE E • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

26th percentile

$511,272

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2023 filings • NTEE E • $50M-$100M nonprofits • Source year 2023

Asset Growth

24th percentile

-2.5%

Faster asset growth than 24% of similar nonprofits.

2023 filings • NTEE E • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

47th percentile

6.7%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • NTEE E • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$63,833,682

Down $1,630,669 (-2.5%) from 2022

Net Assets

Down

-$5,452,765

Down $2,049,209 (-60%) from 2022

Liabilities

Up

$69,286,447

Up $418,540 (+0.6%) from 2022

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin25th percentile

Revenue

Up

$19,535,973

Up $1,232,128 (+6.7%) from 2022

Expenses

Up

$21,485,344

Up $1,885,648 (+9.6%) from 2022

Net Income

Down

-$1,949,371

Down $653,520 (-50%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2023

Assets$63,833,682
Liabilities$69,286,447
Net Assets-$5,452,765
Open 2023 Filing

Operations Trend

Revenue Growth47th 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

2023

Revenue$19,535,973
Expenses$21,485,344
Net Income-$1,949,371
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$19,535,973
Mission and Program Overview

Mission

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$45,561,769$44,554,306▼ $1,007,463
Cash and Non-Interest-Bearing Accounts$2,309,583$2,900,504▲ $590,921
Intangible Assets$1,103,896$963,587▼ $140,309
Prepaid Expenses and Deferred Charges$570,345$775,495▲ $205,150
Accounts Receivable$726,402$623,202▼ $103,200
Inventories for Sale or Use$19,033$28,588▲ $9,555
Investments in Publicly Traded Securities$0$10,000▲ $10,000
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
Loans From Officers Directors$0$0→ $0
Total Assets$65,464,351$63,833,682▼ $1,630,669
Other Assets Total$15,173,323$13,978,000▼ $1,195,323
Liabilities
Other Liabilities$36,451,837$38,315,180▲ $1,863,343
Tax Exempt Bond Liabilities$18,095,000$18,095,000→ $0
Mortgage Notes Payable Secured by Investment Property$10,400,000$9,330,000▼ $1,070,000
Accounts Payable and Accrued Expenses$3,921,070$3,465,365▼ $455,705
Deferred Revenue$0$80,902▲ $80,902
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$68,867,907$69,286,447▲ $418,540
Net Assets / Fund Balance
Net Assets With Donor Restrictions$80,902$0▼ $80,902
Net Assets Without Donor Restrictions$-3,484,458$-5,452,765▼ $1,968,307
Total Net Assets Fund Balance$-3,403,556$-5,452,765▼ $2,049,209
Total Liabilities and Net Assets / Fund Balance$65,464,351$63,833,682▼ $1,630,669

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$33,666,762$11,321,049$44,987,811
Land$8,250,000-$8,250,000
Equipment$2,576,498$579,123$3,155,621
Other Land Buildings$61,046$0$61,046
Other Assets Org$230,173--
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beth GoldsteinCEOFT$484,994$26,278$511,272
Anastasios MarkopoulosVP/CFOFT$442,721$33,714$476,435
Nicole TangrediFinance ManagerFT$150,820$24,034$174,854
Richard DanzkerDirector Advancement/corp. MarketiFT$153,658$17,301$170,959
Edward GranoDirector of Physical TherapyFT$167,457$392$167,849

Board Members and Trustees

NameTitle
Robert W ElliottChairman
Andrew Samalin CfpVice Chairman/treasurer
James CampbellBoard 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$396,889
Griffin LandscapingLandscaping106 WINDMILL HILL, Wethersfield, CT 06109$246,696
Revenue and Support

Revenue Composition

Contributions and Grants
$72,072
Program Service Revenue
$17,378,698
Investment Income
$68,581
Other Revenue
$2,016,622
Change in Net Assets
$-1,949,371

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,535,973
Revenue Not Reported on Form 990
$19,162
Total Revenue per Audited Statements
$19,555,135
Total Revenue per Form 990
$19,535,973
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,820,244
Salaries, Compensation, and Employee Benefits$8,665,100
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,130,418$2,222,215-$5,352,633
Depreciation Depletion$2,042,222--$2,042,222
Other Expenses$37,430$1,626,378$0$1,663,808
Interest-$1,624,121-$1,624,121
Current Officers, Directors, Trustees, and Key Employees$167,848$1,333,521-$1,501,369
Occupancy$1,157,277$74,857-$1,232,134
Other Employee Benefits$800,073$422,362-$1,222,435
Payroll Taxes$245,795$229,000-$474,795
Office Expenses$289,089$117,572-$406,661
All Other Expenses$187,315$76,664-$263,979
Fees for Services Accounting-$213,325-$213,325
Insurance$78,483$100,812-$179,295
Pension Plan Contributions-$113,868-$113,868
Fees for Services Legal-$109,846-$109,846
Travel$36,870$51,426-$88,296
Advertising-$70,325-$70,325
Total Functional Expenses$12,290,490$9,194,854$0$21,485,344

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$21,485,344
Total Expenses per Audited Statements$21,485,344
Total Expenses per Form 990$21,485,344
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$34,078,922
Deferred Revenue$3,799,461
Deferred Compensation$230,173
Due to Third Party Payors$206,126
Resident Fund Payable$498

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWestchester County Local Development Corporation2020-12-23$18,095,000REFINANCE

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$18,095,000$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
% ANASTASIOS MARKOPOULOS
Address
2042 ALBANY POST ROAD Suite 8, CROTONONHUDSON, NY 10520

Signing Officer

Name
Anastasios Markopoulos
Title
CEO
Phone
9148100477
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anastasios Markopoulos
Formed
1927
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
105
Volunteers
0

Preparer

Firm
Horan Martello Morrone Pc
Address
527 TOWNLINE ROAD, HAUPPAUGE, NY 11788
Preparer
Wayne I 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 $19,162 in 2023.”

Form 990, Part XI, Line 9

“Transfer of net assets of $(768,098) in 2023.”

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/PersonNm5JAMES CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm6REV KEVAN THOMAS HITCH
IRS990/Form990PartVIISectionAGrp/PersonNm7REV DR JOHN CARRINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm8RICHARD MERBAUM
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT W ELLIOTT
IRS990/Form990PartVIISectionAGrp/PersonNm10ANDREW SAMALIN CFP
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VP/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2FINANCE MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIR. ADVANCEMENT/CORP. MARKETI
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR OF PHYSICAL THERAPY
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
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IRS990/InsuranceGrp/ProgramServicesAmt078483
IRS990/InsuranceGrp/TotalAmt0179295
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IRS990/IntangibleAssetsGrp/EOYAmt0963587
IRS990/InterestGrp/ManagementAndGeneralAmt01624121
IRS990/InterestGrp/TotalAmt01624121
IRS990/InventoriesForSaleOrUseGrp/BOYAmt019033
IRS990/InventoriesForSaleOrUseGrp/EOYAmt028588
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt044554306
IRS990/LandBldgEquipCostOrOtherBssAmt056454478
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt010400000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt09330000
IRS990/NetAssetsOrFundBalancesBOYAmt0-3403556
IRS990/NetAssetsOrFundBalancesEOYAmt0-5452765
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05273
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt019162
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-3484458
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-5452765
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt074857
IRS990/OccupancyGrp/ProgramServicesAmt01157277
IRS990/OccupancyGrp/TotalAmt01232134
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0117572
IRS990/OfficeExpensesGrp/ProgramServicesAmt0289089
IRS990/OfficeExpensesGrp/TotalAmt0406661
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015173323
IRS990/OtherAssetsTotalGrp/EOYAmt013978000
IRS990/OtherChangesInNetAssetsAmt0-768098
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0422362
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0800073
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01222435
IRS990/OtherExpensesGrp/Desc0PURCHASED/CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc1OTHER DIRECT EXPENSES
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0373849
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1434713
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21626378
IRS990/OtherExpensesGrp/ProgramServicesAmt03818101
IRS990/OtherExpensesGrp/ProgramServicesAmt1291695
IRS990/OtherExpensesGrp/ProgramServicesAmt27874
IRS990/OtherExpensesGrp/ProgramServicesAmt337430
IRS990/OtherExpensesGrp/TotalAmt04191950
IRS990/OtherExpensesGrp/TotalAmt1726408
IRS990/OtherExpensesGrp/TotalAmt27874
IRS990/OtherExpensesGrp/TotalAmt31663808
IRS990/OtherLiabilitiesGrp/BOYAmt036451837
IRS990/OtherLiabilitiesGrp/EOYAmt038315180
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
IRS990/OtherRevenueMiscGrp/Desc1EARNED ENTRANCE FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0169358
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11847264
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0169358
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11847264
IRS990/OtherRevenueTotalAmt02016622
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02222215
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03130418
IRS990/OtherSalariesAndWagesGrp/TotalAmt05352633
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0229000
IRS990/PayrollTaxesGrp/ProgramServicesAmt0245795
IRS990/PayrollTaxesGrp/TotalAmt0474795
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0113868
IRS990/PensionPlanContributionsGrp/TotalAmt0113868
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0570345
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0775495
IRS990/PrincipalOfficerNm0ANASTASIOS MARKOPOULOS
IRS990/PriorPeriodAdjustmentsAmt0649098
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
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IRS990/ProgramServiceRevenueGrp/Desc1OPERATING SUPPORT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05504450
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111874248
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05504450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111874248
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/ExpenseAmt011292245
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt014018510
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04801
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06597
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IRS990/PYOtherExpensesAmt011703788
IRS990/PYOtherRevenueAmt02217523
IRS990/PYProgramServiceRevenueAmt016074924
IRS990/PYRevenuesLessExpensesAmt0-1295851
IRS990/PYSalariesCompEmpBnftPaidAmt07895908
IRS990/PYTotalExpensesAmt019599696
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018303845
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1949371
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,833,682
Liabilities
$69,286,447
Net assets
-$5,452,765
Revenue
$19,535,973
Expenses
$21,485,344
Net income
-$1,949,371
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