Civic Intelligence

Lake Forest Senior Living Community Inc

EIN 14-1805657 • 501(c)3 • Plattsburgh, NY

Profile

Senior citizen housing rental with independent living services and programs.

8 Lake Forest DrivePlattsburgh, NY 12903

onlakeforest.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.68x

Higher debt load relative to assets than 58% of similar nonprofits.

NTEE L • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

3.06x

Higher debt load relative to revenue than 56% of similar nonprofits.

NTEE L • $10M-$25M nonprofits • Source year 2024

Net Margin

65th percentile

22%

Higher net margin than 65% of similar nonprofits.

NTEE L • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$125,543

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

NTEE L • $10M-$25M nonprofits • Source year 2024

Asset Growth

55th percentile

2.2%

Faster asset growth than 55% of similar nonprofits.

NTEE L • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

2.4%

Faster revenue growth than 41% of similar nonprofits.

NTEE L • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$11,451,158

Up $246,225 (+2.2%) from 2023

Liabilities

Down

$7,804,937

Down $298,568 (-3.7%) from 2023

Net Assets

Up

$3,646,221

Up $544,793 (+18%) from 2023

Revenue

Up

$2,546,499

Up $59,618 (+2.4%) from 2023

Expenses

Down

$1,986,415

Down $65,702 (-3.2%) from 2023

Net Income

Up

$560,084

Up $125,320 (+29%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $7,137,689Liabilities 2010: $5,455,469Net Assets 2010: $1,682,2202010Assets 2011: $7,533,520Liabilities 2011: $5,770,538Net Assets 2011: $1,762,9822011Assets 2012: $7,338,416Liabilities 2012: $5,437,425Net Assets 2012: $1,900,9912012Assets 2013: $7,640,652Liabilities 2013: $5,568,887Net Assets 2013: $2,071,7652013Assets 2014: $7,223,744Liabilities 2014: $4,960,539Net Assets 2014: $2,263,2052014Assets 2015: $6,944,442Liabilities 2015: $4,699,775Net Assets 2015: $2,244,6672015Assets 2016: $6,723,026Liabilities 2016: $4,364,505Net Assets 2016: $2,358,5212016Assets 2018: $9,179,006Liabilities 2018: $6,922,437Net Assets 2018: $2,256,5692018Assets 2019: $10,610,490Liabilities 2019: $8,303,784Net Assets 2019: $2,306,7062019Assets 2020: $10,782,056Liabilities 2020: $8,534,010Net Assets 2020: $2,248,0462020Assets 2021: $10,540,807Liabilities 2021: $8,212,064Net Assets 2021: $2,328,7432021Assets 2022: $11,459,321Liabilities 2022: $8,821,083Net Assets 2022: $2,638,2382022Assets 2023: $11,204,933Liabilities 2023: $8,103,505Net Assets 2023: $3,101,4282023Assets 2024: $11,451,158Liabilities 2024: $7,804,937Net Assets 2024: $3,646,2212024

Highlighted filing

2024

Assets$11,451,158
Liabilities$7,804,937
Net Assets$3,646,221

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,304,993Expenses 2010: $1,285,943Net Income 2010: $19,0502010Revenue 2011: $1,357,229Expenses 2011: $1,275,042Net Income 2011: $82,1872011Revenue 2012: $1,424,889Expenses 2012: $1,298,367Net Income 2012: $126,5222012Revenue 2013: $1,511,964Expenses 2013: $1,357,664Net Income 2013: $154,3002013Revenue 2014: $1,566,897Expenses 2014: $1,379,727Net Income 2014: $187,1702014Revenue 2015: $1,515,778Expenses 2015: $1,531,811Net Income 2015: -$16,0332015Revenue 2016: $1,533,007Expenses 2016: $1,511,569Net Income 2016: $21,4382016Revenue 2018: $1,580,135Expenses 2018: $1,621,525Net Income 2018: -$41,3902018Revenue 2019: $1,954,287Expenses 2019: $1,929,378Net Income 2019: $24,9092019Revenue 2020: $1,978,402Expenses 2020: $2,054,592Net Income 2020: -$76,1902020Revenue 2021: $2,104,418Expenses 2021: $2,042,645Net Income 2021: $61,7732021Revenue 2022: $2,294,393Expenses 2022: $2,027,138Net Income 2022: $267,2552022Revenue 2023: $2,486,881Expenses 2023: $2,052,117Net Income 2023: $434,7642023Revenue 2024: $2,546,499Expenses 2024: $1,986,415Net Income 2024: $560,0842024

Highlighted filing

2024

Revenue$2,546,499
Expenses$1,986,415
Net Income$560,084

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$7.80$3.65$2.55$1.99$0.56
2023Summary only. Only limited summary data is available for this year.$11.2$8.10$3.10$2.49$2.05$0.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$8.82$2.64$2.29$2.03$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$8.21$2.33$2.10$2.04$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$8.53$2.25$1.98$2.05$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$8.30$2.31$1.95$1.93$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.18$6.92$2.26$1.58$1.62$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$4.36$2.36$1.53$1.51$0.02
2015Summary only. Only limited summary data is available for this year.$6.94$4.70$2.24$1.52$1.53$0.02
2014Summary only. Only limited summary data is available for this year.$7.22$4.96$2.26$1.57$1.38$0.19
2013Summary only. Only limited summary data is available for this year.$7.64$5.57$2.07$1.51$1.36$0.15
2012Summary only. Only limited summary data is available for this year.$7.34$5.44$1.90$1.42$1.30$0.13
2011Summary only. Only limited summary data is available for this year.$7.53$5.77$1.76$1.36$1.28$0.08
2010Summary only. Only limited summary data is available for this year.$7.14$5.46$1.68$1.30$1.29$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 2, 2025
Return Version
2024v5.0
Gross Receipts
$2,546,499
Mission and Program Overview

Mission

Senior citizen housing rental with independent living services and programs.

Lake forest is a non-profit retirement community solely dedicated to serving seniors aged 68 years and older. Emphasis is placed on high quality independent living, combined with exceptional services that focus on the individualized needs of residents. Emphasis is directed toward healthy aging and opportunities to engage in meaningful activities and relationships. There is a commitment to promoting a trusting, respectful, and dignified environment. These qualities are embedded in the milieu of an affordable, non-subsidized housing community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,041,538$6,810,357▼ $231,181
Savings and Temporary Cash Investments$3,391,496$2,895,197▼ $496,299
Investments in Publicly Traded Securities-$1,149,454-
Cash and Non-Interest-Bearing Accounts$501,825$314,422▼ $187,403
Prepaid Expenses and Deferred Charges$102,732$101,086▼ $1,646
Accounts Receivable$1,839--
Total Assets$11,204,933$11,451,158▲ $246,225
Other Assets Total$165,503$180,642▲ $15,139
Liabilities
Deferred Revenue$3,928,125$4,033,885▲ $105,760
Mortgage Notes Payable Secured by Investment Property$3,224,596$3,021,634▼ $202,962
Other Liabilities$794,236$611,901▼ $182,335
Escrow Account Liability$78,799$76,781▼ $2,018
Accounts Payable and Accrued Expenses$77,749$60,736▼ $17,013
Total Liabilities$8,103,505$7,804,937▼ $298,568
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,935,925$3,465,579▲ $529,654
Net Assets With Donor Restrictions$165,503$180,642▲ $15,139
Total Net Assets Fund Balance$3,101,428$3,646,221▲ $544,793
Total Liabilities and Net Assets / Fund Balance$11,204,933$11,451,158▲ $246,225

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,764,227$5,124,085$10,888,312
Land$916,007-$916,007
Equipment$130,123$406,966$537,089
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian MinchoffExecutive DiFT$102,079$23,464$125,543

Board Members and Trustees

NameTitle
Peter StonePresident
Beth DavisDirector
Dave CollinDirector
Deborah ShermanDirector
Jacqueline KelleherDirector
Jared BurnsDirector
Maria AlexanderDirector
Maureen RyanDirector
Richard LarcheDirector
Dana JewelerSecretary
Lauren AveryTreasurer
Catherine KeleherVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$5,581
Program Service Revenue
$2,323,133
Investment Income
$192,774
Other Revenue
$25,011
All Other Contributions
$5,581
Change in Net Assets
$560,084

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,539,997
Revenue Not Reported on Financial Statements
$6,502
Revenue Not Reported on Form 990
$-15,291
Total Revenue per Audited Statements
$2,524,706
Total Revenue per Form 990
$2,546,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,281,177
Salaries, Compensation, and Employee Benefits$705,238
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$565,903$4,363-$570,266
Other Salaries and Wages$501,264$6,973-$508,237
Depreciation Depletion$313,380$3,165-$316,545
Current Officers, Directors, Trustees, and Key Employees-$125,543-$125,543
Interest$120,390$1,216-$121,606
Insurance$67,692$7,521-$75,213
Fees for Services Accounting-$52,299-$52,299
Payroll Taxes$38,933$7,836-$46,769
Office Expenses$333$22,782-$23,115
Other Employee Benefits$17,279--$17,279
Advertising$8,237--$8,237
Pension Plan Contributions$7,410--$7,410
Fees for Service Investment Mgmnt Fees-$6,502-$6,502
Other Expenses$785$1,962-$2,747
Travel$1,438$160-$1,598
Total Functional Expenses$1,741,051$245,364$0$1,986,415

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,986,415
Expenses per Audited Statements$1,979,913
Total Expenses per Audited Statements$1,979,913
Expenses Not Reported on Financial Statements$6,502
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
Refundable Entrance Fee$611,901
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No
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, Page 6, Part VI, Line 11B

The return was distributed to the board of directors prior to filing.

Form 990, Page 6, Part VI, Line 12C

Potential conflicts of interest are reviewed by the board as situations arise. Board members, officers and staff are required to sign a conflict of interest statement annually. Copies are kept on file.

Form 990, Page 6, Part VI, Line 15A

The executive committee from the board of directors executes a search, screens applicants, conducts interviews and performs complete reference and criminal background checks. The executive committee makes a final recommendation to the full board of directors. Wages are determined based on experience and wages paid by comparable organizations in the area.

Form 990, Page 6, Part VI, Line 19

All documents are on file in the lake forest office and are available for review by appointment.

Filing and Contact Details

Filer

Filer Name
Lake Forest Senior Living
EIN
14-1805657
Phone
5185616431
Address
8 LAKE FOREST DRIVE, PLATTSBURGH, NY 12903

Signing Officer

Name
Brian Minchoff
Title
Executive Director
Phone
5185616431
Signed
2025-06-02

Organization Details

Principal Officer
Brian Minchoff
Formed
1998
Voting Board Members
10
Independent Board Members
10
Employees
22

Preparer

Firm
Seyfarth & Seyfarth Cpas Pc
Address
564 E MAIN ST, MALONE, NY 12953-2033
Preparer
Ann E Seyfarth
Phone
5184830880
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Lake forest is a non-profit retirement community solely dedicated to serving seniors aged 68 years and older. Emphasis is placed on high quality independent living, combined with exceptional services that focus on the individualized needs of residents. Emphasis is directed toward healthy aging and opportunities to engage in meaningful activities and relationships. There is a commitment to promoting a trusting, respectful, and dignified environment. These qualities are embedded in the milieu of an affordable, non-subsidized housing community.

Form 990, Page 2, Part III, Line 4A

Lake forest is perched on a 24-acre parcel encompassing a 44-unit apartment-style secured building and 28 town-style duplexes overlooking beautiful lake champlain. Lake forest is nestled in the adirondack mountains, just across the lake from burlington, vermont, and about one hour north of the olympic village of lake placid. Hiking, boating, skiing, golfing, fishing, and swimming are just a few of the outdoor activities that can be enjoyed in this area. The congregate building is made up of apartments with either single or double bedrooms. All apartments have a full kitchen and an accessible bathroom, and ample cabinet space. Shared washers and dryers are available for resident use and additionally, each apartment has scheduled cleaning and linen service provided. All duplexes have two bedrooms and two bathrooms and are bright and airy. Duplex units differ in layouts. Appliances, including a washer and dryer, are included and each unit has its own garage. The duplexes provide a more private living space while remaining a valued part of the lake forest community. All residents of the lake forest community benefit from a wide variety of services, such as dining, transportation to appointments and shopping, social activities and events, and maintenance-free living. Residents are fully autonomous in their lifestyle, opting to engage in activities of their choosing. Significant resources are allocated to building improvements, renovations, and landscaping to maintain a modern-like feel to the property. Residents enjoy the fine dining, recognizing that meals are freshly prepared and include a wide variety of specialty baked goods, and themed dinners. Residents take pleasure in the quality and diversity of musical performances occurring on-site. There is also an equally wide assortment of cultural events, spanning from historical presentations and military/veteran celebrations to resident-led offerings in the areas of fine arts, gardening, exercise, and leisure reading. Card games and interactive events with staff and residents are among other activities that are enjoyed at lake forest. In addition, off-site activities include musical shows, museums, daytrips, and lunch outings. Lake forest has crafted an elegant catering menu available to residents for special occasions such as birthdays, anniversaries, and family gatherings. Additionally, lake forest extends catering services to nonresidents on a selective basis. By fostering strong community ties through catering, lake forest enhances the overall sense of community. The organization aims to create an inclusive environment that invites everyone in the surrounding area to engage with its long-standing tradition of offering diverse independent living options. In 2024, lake forest served 107 individuals. Many residents were already familiar with lake forest before joining the waitlist. The average age of residents in apartments was 85 years old. The average age of residents in town style homes was 78 years old. Residents hail from various parts of the united states and canada. While some choose lake forest to be closer to family and friends,others are drawn to the tranquility of the adirondack region of upstate new york, renowned for its natural beauty. Regardless of their reasons, all residents share a common interest in downsizing, enriching their social experiences, enjoying a carefree lifestyle and receiving support to maintain their independence. Turnovers are handled smoothly and swiftly. We excel in communication with prospective residents through routine communication during the move-in process. We offer several written handouts to educate new residents and provide a remarkable orientation at the time of occupancy. Lake forest managed a less than 1% vacancy rate in 2024.

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

The organization holds tenant security deposits.

Schedule D, Page 3, Part X

The organization follows the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. The organization has analyzed tax positions taken for filing with the internal revenue service and all state jurisdictions where it operates. The organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the organization's financial condition, results of operations or cash flows. Accordingly, the organization has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at december 31, 2024. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The organization believes it is no longer subject to income tax examinations for years prior to 2021. The organization's policy is to classify income tax related interest and penalties in interest expense and other expenses, respectively.

Raw XML AppendixShowing 400 of 498 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/BOYAmt077749
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt060736
IRS990/AccountsReceivableGrp/BOYAmt01839
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0LAKE FOREST IS A NON-PROFIT RETIREMENT COMMUNITY SOLELY DEDICATED TO SERVING SENIORS AGED 68 YEARS AND OLDER. EMPHASIS IS PLACED ON HIGH QUALITY INDEPENDENT LIVING, COMBINED WITH EXCEPTIONAL SERVICES THAT FOCUS ON THE INDIVIDUALIZED NEEDS OF RESIDENTS. EMPHASIS IS DIRECTED TOWARD HEALTHY AGING AND OPPORTUNITIES TO ENGAGE IN MEANINGFUL ACTIVITIES AND RELATIONSHIPS. THERE IS A COMMITMENT TO PROMOTING A TRUSTING, RESPECTFUL, AND DIGNIFIED ENVIRONMENT. THESE QUALITIES ARE EMBEDDED IN THE MILIEU OF AN AFFORDABLE, NON-SUBSIDIZED HOUSING COMMUNITY.
IRS990/AdvertisingGrp/ProgramServicesAmt08237
IRS990/AdvertisingGrp/TotalAmt08237
IRS990/AllOtherContributionsAmt05581
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0BRIAN MINCHOFF
IRS990/BooksInCareOfDetail/PhoneNum05185616431
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08 LAKE FOREST DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLATTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012901
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0501825
IRS990/CashNonInterestBearingGrp/EOYAmt0314422
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0125543
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0125543
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05581
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0192774
IRS990/CYOtherExpensesAmt01281177
IRS990/CYOtherRevenueAmt025011
IRS990/CYProgramServiceRevenueAmt02323133
IRS990/CYRevenuesLessExpensesAmt0560084
IRS990/CYSalariesCompEmpBnftPaidAmt0705238
IRS990/CYTotalExpensesAmt01986415
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02546499
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt03928125
IRS990/DeferredRevenueGrp/EOYAmt04033885
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03165
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0313380
IRS990/DepreciationDepletionGrp/TotalAmt0316545
IRS990/Desc0LAKE FOREST IS PERCHED ON A 24-ACRE PARCEL ENCOMPASSING A 44-UNIT APARTMENT-STYLE SECURED BUILDING AND 28 TOWN-STYLE DUPLEXES OVERLOOKING BEAUTIFUL LAKE CHAMPLAIN. LAKE FOREST IS NESTLED IN THE ADIRONDACK MOUNTAINS, JUST ACROSS THE LAKE FROM BURLINGTON, VERMONT, AND ABOUT ONE HOUR NORTH OF THE OLYMPIC VILLAGE OF LAKE PLACID. HIKING, BOATING, SKIING, GOLFING, FISHING, AND SWIMMING ARE JUST A FEW OF THE OUTDOOR ACTIVITIES THAT CAN BE ENJOYED IN THIS AREA. THE CONGREGATE BUILDING IS MADE UP OF APARTMENTS WITH EITHER SINGLE OR DOUBLE BEDROOMS. ALL APARTMENTS HAVE A FULL KITCHEN AND AN ACCESSIBLE BATHROOM, AND AMPLE CABINET SPACE. SHARED WASHERS AND DRYERS ARE AVAILABLE FOR RESIDENT USE AND ADDITIONALLY, EACH APARTMENT HAS SCHEDULED CLEANING AND LINEN SERVICE PROVIDED. ALL DUPLEXES HAVE TWO BEDROOMS AND TWO BATHROOMS AND ARE BRIGHT AND AIRY. DUPLEX UNITS DIFFER IN LAYOUTS. APPLIANCES, INCLUDING A WASHER AND DRYER, ARE INCLUDED AND EACH UNIT HAS ITS OWN GARAGE. THE DUPLEXES PROVIDE A MORE PRIVATE LIVING SPACE WHILE REMAINING A VALUED PART OF THE LAKE FOREST COMMUNITY. ALL RESIDENTS OF THE LAKE FOREST COMMUNITY BENEFIT FROM A WIDE VARIETY OF SERVICES, SUCH AS DINING, TRANSPORTATION TO APPOINTMENTS AND SHOPPING, SOCIAL ACTIVITIES AND EVENTS, AND MAINTENANCE-FREE LIVING. RESIDENTS ARE FULLY AUTONOMOUS IN THEIR LIFESTYLE, OPTING TO ENGAGE IN ACTIVITIES OF THEIR CHOOSING. SIGNIFICANT RESOURCES ARE ALLOCATED TO BUILDING IMPROVEMENTS, RENOVATIONS, AND LANDSCAPING TO MAINTAIN A MODERN-LIKE FEEL TO THE PROPERTY. RESIDENTS ENJOY THE FINE DINING, RECOGNIZING THAT MEALS ARE FRESHLY PREPARED AND INCLUDE A WIDE VARIETY OF SPECIALTY BAKED GOODS, AND THEMED DINNERS. RESIDENTS TAKE PLEASURE IN THE QUALITY AND DIVERSITY OF MUSICAL PERFORMANCES OCCURRING ON-SITE. THERE IS ALSO AN EQUALLY WIDE ASSORTMENT OF CULTURAL EVENTS, SPANNING FROM HISTORICAL PRESENTATIONS AND MILITARY/VETERAN CELEBRATIONS TO RESIDENT-LED OFFERINGS IN THE AREAS OF FINE ARTS, GARDENING, EXERCISE, AND LEISURE READING. CARD GAMES AND INTERACTIVE EVENTS WITH STAFF AND RESIDENTS ARE AMONG OTHER ACTIVITIES THAT ARE ENJOYED AT LAKE FOREST. IN ADDITION, OFF-SITE ACTIVITIES INCLUDE MUSICAL SHOWS, MUSEUMS, DAYTRIPS, AND LUNCH OUTINGS. LAKE FOREST HAS CRAFTED AN ELEGANT CATERING MENU AVAILABLE TO RESIDENTS FOR SPECIAL OCCASIONS SUCH AS BIRTHDAYS, ANNIVERSARIES, AND FAMILY GATHERINGS. ADDITIONALLY, LAKE FOREST EXTENDS CATERING SERVICES TO NONRESIDENTS ON A SELECTIVE BASIS. BY FOSTERING STRONG COMMUNITY TIES THROUGH CATERING, LAKE FOREST ENHANCES THE OVERALL SENSE OF COMMUNITY. THE ORGANIZATION AIMS TO CREATE AN INCLUSIVE ENVIRONMENT THAT INVITES EVERYONE IN THE SURROUNDING AREA TO ENGAGE WITH ITS LONG-STANDING TRADITION OF OFFERING DIVERSE INDEPENDENT LIVING OPTIONS. IN 2024, LAKE FOREST SERVED 107 INDIVIDUALS. MANY RESIDENTS WERE ALREADY FAMILIAR WITH LAKE FOREST BEFORE JOINING THE WAITLIST. THE AVERAGE AGE OF RESIDENTS IN APARTMENTS WAS 85 YEARS OLD. THE AVERAGE AGE OF RESIDENTS IN TOWN STYLE HOMES WAS 78 YEARS OLD. RESIDENTS HAIL FROM VARIOUS PARTS OF THE UNITED STATES AND CANADA. WHILE SOME CHOOSE LAKE FOREST TO BE CLOSER TO FAMILY AND FRIENDS,OTHERS ARE DRAWN TO THE TRANQUILITY OF THE ADIRONDACK REGION OF UPSTATE NEW YORK, RENOWNED FOR ITS NATURAL BEAUTY. REGARDLESS OF THEIR REASONS, ALL RESIDENTS SHARE A COMMON INTEREST IN DOWNSIZING, ENRICHING THEIR SOCIAL EXPERIENCES, ENJOYING A CAREFREE LIFESTYLE AND RECEIVING SUPPORT TO MAINTAIN THEIR INDEPENDENCE. TURNOVERS ARE HANDLED SMOOTHLY AND SWIFTLY. WE EXCEL IN COMMUNICATION WITH PROSPECTIVE RESIDENTS THROUGH ROUTINE COMMUNICATION DURING THE MOVE-IN PROCESS. WE OFFER SEVERAL WRITTEN HANDOUTS TO EDUCATE NEW RESIDENTS AND PROVIDE A REMARKABLE ORIENTATION AT THE TIME OF OCCUPANCY. LAKE FOREST MANAGED A LESS THAN 1% VACANCY RATE IN 2024.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0165503
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0180642
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt022
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt078799
IRS990/EscrowAccountLiabilityGrp/EOYAmt076781
IRS990/ExpenseAmt01755360
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt052299
IRS990/FeesForServicesAccountingGrp/TotalAmt052299
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06502
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06502
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt023464
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN MINCHOFF
IRS990/Form990PartVIISectionAGrp/PersonNm1MARIA ALEXANDER
IRS990/Form990PartVIISectionAGrp/PersonNm2LAUREN AVERY
IRS990/Form990PartVIISectionAGrp/PersonNm3JARED BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVE COLLIN
IRS990/Form990PartVIISectionAGrp/PersonNm5BETH DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm6DANA JEWELER
IRS990/Form990PartVIISectionAGrp/PersonNm7CATHERINE KELEHER
IRS990/Form990PartVIISectionAGrp/PersonNm8JACQUELINE KELLEHER
IRS990/Form990PartVIISectionAGrp/PersonNm9RICHARD LARCHE
IRS990/Form990PartVIISectionAGrp/PersonNm10MAUREEN RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm11DEBORAH SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12PETER STONE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0102079
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt02550
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02550
IRS990/GrossReceiptsAmt02546499
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07521
IRS990/InsuranceGrp/ProgramServicesAmt067692
IRS990/InsuranceGrp/TotalAmt075213
IRS990/InterestGrp/ManagementAndGeneralAmt01216
IRS990/InterestGrp/ProgramServicesAmt0120390
IRS990/InterestGrp/TotalAmt0121606
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0190224
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0190224
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01149454
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05531051
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07041538
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06810357
IRS990/LandBldgEquipCostOrOtherBssAmt012341408
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0LAKE FOREST IS A NON-PROFIT RETIREMENT COMMUNITY SOLELY DEDICATED TO SERVING SENIORS AGED 68 YEARS AND OLDER. EMPHASIS IS PLACED ON HIGH QUALITY INDEPENDENT LIVING, COMBINED WITH EXCEPTIONAL SERVICES THAT FOCUS ON THE INDIVIDUALIZED NEEDS OF RESIDENTS. EMPHASIS IS DIRECTED TOWARD HEALTHY AGING AND OPPORTUNITIES TO ENGAGE IN MEANINGFUL ACTIVITIES AND RELATIONSHIPS. THERE IS A COMMITMENT TO PROMOTING A TRUSTING, RESPECTFUL, AND DIGNIFIED ENVIRONMENT. THESE QUALITIES ARE EMBEDDED IN THE MILIEU OF AN AFFORDABLE, NON-SUBSIDIZED HOUSING COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03224596
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03021634
IRS990/NetAssetsOrFundBalancesBOYAmt03101428
IRS990/NetAssetsOrFundBalancesEOYAmt03646221
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt02550
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02550
IRS990/NetUnrlzdGainsLossesInvstAmt0-15291
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02935925
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03465579
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04363
IRS990/OccupancyGrp/ProgramServicesAmt0565903
IRS990/OccupancyGrp/TotalAmt0570266
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022782
IRS990/OfficeExpensesGrp/ProgramServicesAmt0333
IRS990/OfficeExpensesGrp/TotalAmt023115
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0165503
IRS990/OtherAssetsTotalGrp/EOYAmt0180642
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017279
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017279
IRS990/OtherExpensesGrp/Desc0FOOD COSTS
IRS990/OtherExpensesGrp/Desc1RESIDENT SERVICES
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05042
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11962
IRS990/OtherExpensesGrp/ProgramServicesAmt055940
IRS990/OtherExpensesGrp/ProgramServicesAmt140386
IRS990/OtherExpensesGrp/ProgramServicesAmt21681
IRS990/OtherExpensesGrp/ProgramServicesAmt3785
IRS990/OtherExpensesGrp/TotalAmt055940
IRS990/OtherExpensesGrp/TotalAmt140386
IRS990/OtherExpensesGrp/TotalAmt26723
IRS990/OtherExpensesGrp/TotalAmt32747
IRS990/OtherLiabilitiesGrp/BOYAmt0794236
IRS990/OtherLiabilitiesGrp/EOYAmt0611901
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt025011
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt025011
IRS990/OtherRevenueTotalAmt025011
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06973
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0501264
IRS990/OtherSalariesAndWagesGrp/TotalAmt0508237
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07836
IRS990/PayrollTaxesGrp/ProgramServicesAmt038933
IRS990/PayrollTaxesGrp/TotalAmt046769
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07410
IRS990/PensionPlanContributionsGrp/TotalAmt07410
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0102732
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0101086
IRS990/PrincipalOfficerNm0BRIAN MINCHOFF
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02323133
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02323133
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07500
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0134338
IRS990/PYOtherExpensesAmt01391105
IRS990/PYOtherRevenueAmt023466
IRS990/PYProgramServiceRevenueAmt02321577
IRS990/PYRevenuesLessExpensesAmt0434764
IRS990/PYSalariesCompEmpBnftPaidAmt0661012
IRS990/PYTotalExpensesAmt02052117
IRS990/PYTotalRevenueAmt02486881
IRS990/ReconcilationRevenueExpnssAmt0560084
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02323133
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03391496
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02895197
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0117,704
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05581
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0499
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013900
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0190224
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0134338
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt035725
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04768
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015442
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0380497
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02323133
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02321577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02220185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02068115
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01962960
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010895970
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0190224
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0134338
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt035725
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04768
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015442
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0380497
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt025011
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt023466
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt038163
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt031064
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0117704
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.70650
IRS990ScheduleA/PublicSupportPY509Pct00.69980
IRS990ScheduleA/PublicSupportTotal509Amt08059760
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0474133
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0581012
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0544501
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0619438
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0631026
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02850110
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0474133
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0581012
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0544501
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0619438
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0631026
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt02850110
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02328714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02329077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02220505
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02068614
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01962960
IRS990ScheduleA/Total509Grp/TotalAmt010909870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02543949
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02486881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02294393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02104446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01978402
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011408071
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt05764227
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05124085
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010888312
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0130123
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0406966
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0537089
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06502
IRS990ScheduleD/ExpensesSubtotalAmt01979913
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06502
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06502
IRS990ScheduleD/LandGrp/BookValueAmt0916007
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0916007
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-15291
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0611901
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE ENTRANCE FEE
IRS990ScheduleD/RevenueNotReportedAmt0-15291
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06502
IRS990ScheduleD/RevenueSubtotalAmt02539997
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HOLDS TENANT SECURITY DEPOSITS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION FOLLOWS THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ORGANIZATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE AFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2024. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. THE ORGANIZATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES IN INTEREST EXPENSE AND OTHER EXPENSES, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06810357
IRS990ScheduleD/TotalExpensesPerForm990Amt01986415

Document Assets

No mirrored PDF or thumbnail assets are attached yet.