Civic Intelligence

The Gerry Homes

990 • Fiscal year 2018 • EIN 16-0755780

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.HERITAGE1886.ORG
4600 Route 60 PO Box 350Gerry, NY 14740

(716) 985-6820

Siviq Scores

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

Liabilities / Assets

69th percentile

0.49x

Higher debt load relative to assets than 69% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

1.15x

Higher debt load relative to revenue than 77% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

20th percentile

-3.4%

Higher net margin than 20% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

58th percentile

$402,856

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

22nd percentile

-3.2%

Faster asset growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

3.5%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$74,326,159

Down $2,484,426 (-3.2%) from 2017

Net Assets

Down

$37,713,468

Down $5,313,317 (-12%) from 2017

Liabilities

Up

$36,612,691

Up $2,828,891 (+8.4%) from 2017

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin20th percentile

Revenue

Up

$31,829,485

Up $1,066,461 (+3.5%) from 2017

Expenses

Up

$32,925,091

Up $777,900 (+2.4%) from 2017

Net Income

Up

-$1,095,606

Up $288,561 (+21%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$100M$50M$0Assets 2010: $62,106,459Liabilities 2010: $27,858,636Net Assets 2010: $34,247,8232010Assets 2011: $58,368,938Liabilities 2011: $27,913,571Net Assets 2011: $30,455,3672011Assets 2012: $61,460,779Liabilities 2012: $29,172,703Net Assets 2012: $32,288,0762012Assets 2013: $65,690,818Liabilities 2013: $29,153,701Net Assets 2013: $36,537,1172013Assets 2014: $64,311,463Liabilities 2014: $26,243,703Net Assets 2014: $38,067,7602014Assets 2015: $64,064,844Liabilities 2015: $24,931,615Net Assets 2015: $39,133,2292015Assets 2016: $67,788,111Liabilities 2016: $26,792,789Net Assets 2016: $40,995,3222016Assets 2017: $76,810,585Liabilities 2017: $33,783,800Net Assets 2017: $43,026,7852017Assets 2018: $74,326,159Liabilities 2018: $36,612,691Net Assets 2018: $37,713,4682018Assets 2019: $84,312,581Liabilities 2019: $43,609,751Net Assets 2019: $40,702,8302019Assets 2020: $84,768,260Liabilities 2020: $41,359,064Net Assets 2020: $43,409,1962020Assets 2021: $84,710,797Liabilities 2021: $38,467,639Net Assets 2021: $46,243,1582021Assets 2022: $75,613,657Liabilities 2022: $37,675,500Net Assets 2022: $37,938,1572022Assets 2023: $75,996,274Liabilities 2023: $38,312,215Net Assets 2023: $37,684,0592023Assets 2024: $75,988,238Liabilities 2024: $37,959,147Net Assets 2024: $38,029,0912024

Highlighted filing

2018

Assets$74,326,159
Liabilities$36,612,691
Net Assets$37,713,468
Open 2018 Filing

Operations Trend

Revenue Growth45th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $25,844,9972010Expenses 2011: $26,882,9862011Revenue 2012: $26,021,029Expenses 2012: $25,971,983Net Income 2012: $49,0462012Revenue 2013: $26,999,068Expenses 2013: $25,360,025Net Income 2013: $1,639,0432013Revenue 2014: $27,625,192Expenses 2014: $26,028,066Net Income 2014: $1,597,1262014Revenue 2015: $30,425,689Expenses 2015: $27,325,902Net Income 2015: $3,099,7872015Revenue 2016: $29,600,029Expenses 2016: $26,533,043Net Income 2016: $3,066,9862016Revenue 2017: $30,763,024Expenses 2017: $32,147,191Net Income 2017: -$1,384,1672017Revenue 2018: $31,829,485Expenses 2018: $32,925,091Net Income 2018: -$1,095,6062018Revenue 2019: $33,793,903Expenses 2019: $35,520,252Net Income 2019: -$1,726,3492019Revenue 2020: $34,730,043Expenses 2020: $35,614,041Net Income 2020: -$883,9982020Revenue 2021: $32,122,668Expenses 2021: $33,695,759Net Income 2021: -$1,573,0912021Revenue 2022: $33,324,287Expenses 2022: $32,301,576Net Income 2022: $1,022,7112022Revenue 2023: $30,727,294Expenses 2023: $33,512,960Net Income 2023: -$2,785,6662023Revenue 2024: $33,660,320Expenses 2024: $33,626,962Net Income 2024: $33,3582024

Highlighted filing

2018

Revenue$31,829,485
Expenses$32,925,091
Net Income-$1,095,606
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$31,829,485
Mission and Program Overview

Mission

To serve others through christ-centered ministries which promote hope, dignity and purposeful living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$37,577,280$33,360,705▼ $4,216,575
Land, Buildings, and Equipment, Net$18,352,184$26,862,224▲ $8,510,040
Accounts Receivable$4,578,122$4,723,103▲ $144,981
Cash and Non-Interest-Bearing Accounts$573,717$345,471▼ $228,246
Prepaid Expenses and Deferred Charges$206,107$299,302▲ $93,195
Inventories for Sale or Use$65,024$0▼ $65,024
Other Notes and Loans Receivable, Net$19,397$25,000▲ $5,603
Total Assets$76,810,585$74,326,159▼ $2,484,426
Other Assets Total$15,438,754$8,710,354▼ $6,728,400
Liabilities
Mortgage Notes Payable Secured by Investment Property$15,061,502$24,850,670▲ $9,789,168
Other Liabilities$14,302,656$7,227,973▼ $7,074,683
Accounts Payable and Accrued Expenses$3,415,936$3,098,788▼ $317,148
Deferred Revenue$1,003,706$1,435,260▲ $431,554
Total Liabilities$33,783,800$36,612,691▲ $2,828,891
Net Assets / Fund Balance
Permanently Rstr Net Assets$37,290,913$33,095,157▼ $4,195,756
Unrestricted Net Assets$5,511,549$4,414,806▼ $1,096,743
Temporarily Rstr Net Assets$224,323$203,505▼ $20,818
Total Net Assets Fund Balance$43,026,785$37,713,468▼ $5,313,317
Total Liabilities and Net Assets / Fund Balance$76,810,585$74,326,159▼ $2,484,426

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,268,099$26,438,295$44,706,394
Equipment$1,989,238$7,332,264$9,321,502
Leasehold Improvements$2,310,242$1,435,383$3,745,625
Other Land Buildings$3,385,673-$3,385,673
Land$908,972-$908,972
Other Assets Org$321,307--
Other Securities$33,360,705--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$37,577,280-▼ $2,513,022$1,703,553$33,360,705
2017$34,163,170-▲ $5,119,735$1,705,625$37,577,280
2016$33,464,964-▲ $2,426,623$1,728,417$34,163,170
2015$35,518,079-▼ $334,061$1,719,054$33,464,964
2014$35,600,576-▲ $1,569,231$1,651,728$35,518,079
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathy TrisketNurse PractitionerFT$114,139$15,587$129,726
Cynthia CarlsonNurse PractitionerFT$111,993$6,157$118,150

Board Members and Trustees

NameTitle
William RushikChair
David SmeltzerPresident & CEO
Danny JohnsonVice Chair
Burton JonesDirector
Edwin RoordaDirector
Janet SnyderDirector
John KelleyDirector
Richard HillikerDirector
Susan WilstonDirector
Susanne MohnkernDirector
Randal GerigChief Financial Officer
Bertha SahoSecretary
David RishellTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Select Rehabilitation LLCTherapy Services2600 COMPASS ROAD, Glenview, IL 60026$2,529,247
Pennsylvania Manufacturers Assn InsurancBenefitsPO BOX 824870, Philadelphia, PA 19182$755,427
Lsb INCConstruction6193 BAKER ROAD, Ashville, NY 14710$678,326
Maplevale FarmsDietary2063 ALLEN ST EXT, Falconer, NY 14733$604,887
Lakeshore Paving INCConstruction7 OSMER STREET, Jamestown, NY 14701$564,209
Revenue and Support

Revenue Composition

Contributions and Grants
$1,895,604
Program Service Revenue
$29,282,349
Investment Income
$700
Other Revenue
$650,832
All Other Contributions
$1,895,604
Change in Net Assets
$-1,095,606
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$18,069,082
Other Expenses$14,856,009
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$14,026,242$813,912-$14,840,154
Fees for Services Management-$2,465,575-$2,465,575
Depreciation Depletion$1,769,637$386,988-$2,156,625
Other Employee Benefits$1,989,376$115,439-$2,104,815
Payroll Taxes$918,785$53,315-$972,100
Occupancy$874,145--$874,145
Interest$594,442$129,994-$724,436
Insurance$230,965$30,072-$261,037
Advertising-$188,797-$188,797
Pension Plan Contributions$143,676$8,337-$152,013
Office Expenses$75,087$10,723-$85,810
Fees for Services Legal-$77,250-$77,250
Fees for Services Accounting-$57,889-$57,889
Other Expenses$3,851$35,815-$39,666
Information Technology-$30,771-$30,771
Travel$4,996$20,016-$25,012
All Other Expenses-$23,204-$23,204
Total Functional Expenses$26,906,817$6,018,274$0$32,925,091
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
Deferred Heal Grant$4,171,815
Refundable Entrance Fees$2,827,643
Resident Funds$228,515
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the 990 was provided to members of the governing body for review and comment prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The finance committee reviews disclosures completed by officers, directors and trustees on an annual basis.”

Form 990, Part VI, Section B, Line 15

“Human resources gathers compensation information from local facilities similar tothe organization through review of public 990s, for review with the board of directors. The board meets to finalize and approve final compensation figures.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statemetns are available to be mailed or sent electronically upon request.”

Filing and Contact Details

Filer

Filer Name
Gerry Homes Inc
EIN
16-0755780
Phone
7169856820
Address
4600 ROUTE 60 PO BOX 350, GERRY, NY 14740
Doing Business As
Heritage Village Retirement Community (the Homestead)

Signing Officer

Name
David Smeltzer
Title
President & CEO
Phone
7169856820
Signed
2019-11-15

Organization Details

Principal Officer
David Smeltzer
Formed
1886
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
11
Employees
747
Volunteers
18
Supplemental Narrative

Additional Explanations

Form 990, Part I, Item C

“Dba: heritage village retirement community (the homestead) dba: heritage park rehab & skilled nursing dba: heritage green rehab & skilled nursing dba: the woodlands”

FORM 990, PART XI, LINE 9:

“Change in value of beneficial interest in charitable trust -4,216,574. Change in temporarily restricted net assets”

FORM 990, PART XII, LINE 2C:

“No changes in oversight process in current year.”

Financial Statement Notes

PART V, LINE 4:

“To further the mission of gerry homes inc.”

PART X, LINE 2:

“The organization and its components, with the exception of rolling fields, are not-for-profit corporations and are exempt from income taxes as organizations qualified under section 501(c)(3) of the internal revenue code. The internal revenue service has also classified the organization and its components as entities that are not private foundations.”

Raw XML AppendixShowing 400 of 749 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID SMELTZER
IRS990/Form990PartVIISectionAGrp/PersonNm12RANDAL GERIG
IRS990/Form990PartVIISectionAGrp/PersonNm13KATHY TRISKET
IRS990/Form990PartVIISectionAGrp/PersonNm14CYNTHIA CARLSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt13114139
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14111993
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/ReportableCompFromRltdOrgAmt11380494
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13NURSE PRACTITIONER
IRS990/Form990PartVIISectionAGrp/TitleTxt14NURSE PRACTITIONER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01886
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0700
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0700
IRS990/GrossReceiptsAmt031829485
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt030771
IRS990/InformationTechnologyGrp/TotalAmt030771
IRS990/InsuranceGrp/ManagementAndGeneralAmt030072
IRS990/InsuranceGrp/ProgramServicesAmt0230965
IRS990/InsuranceGrp/TotalAmt0261037
IRS990/InterestGrp/ManagementAndGeneralAmt0129994
IRS990/InterestGrp/ProgramServicesAmt0594442
IRS990/InterestGrp/TotalAmt0724436
IRS990/InventoriesForSaleOrUseGrp/BOYAmt065024
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt037577280
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt033360705
IRS990/IRPDocumentCnt078
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt035205942
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018352184
IRS990/LandBldgEquipBasisNetGrp/EOYAmt026862224
IRS990/LandBldgEquipCostOrOtherBssAmt062068166
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt041755
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt041755
IRS990/MissionDesc0TO SERVE OTHERS THROUGH CHRIST-CENTERED MINISTRIES WHICH PROMOTE HOPE, DIGNITY AND PURPOSEFUL LIVING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt015061502
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt024850670
IRS990/NetAssetsOrFundBalancesBOYAmt043026785
IRS990/NetAssetsOrFundBalancesEOYAmt037713468
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0700
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0700
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1137
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0874145
IRS990/OccupancyGrp/TotalAmt0874145
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010723
IRS990/OfficeExpensesGrp/ProgramServicesAmt075087
IRS990/OfficeExpensesGrp/TotalAmt085810
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015438754
IRS990/OtherAssetsTotalGrp/EOYAmt08710354
IRS990/OtherChangesInNetAssetsAmt0-4216574
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0115439
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01989376
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02104815
IRS990/OtherExpensesGrp/Desc0PURCHASED SERVICES
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2CRA, BAD DEBT, OTHER EX
IRS990/OtherExpensesGrp/Desc3RECRUITMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt078010
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt137075
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21455092
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt335815
IRS990/OtherExpensesGrp/ProgramServicesAmt03197732
IRS990/OtherExpensesGrp/ProgramServicesAmt12866822
IRS990/OtherExpensesGrp/ProgramServicesAmt2211061
IRS990/OtherExpensesGrp/ProgramServicesAmt33851
IRS990/OtherExpensesGrp/TotalAmt03275742
IRS990/OtherExpensesGrp/TotalAmt12903897
IRS990/OtherExpensesGrp/TotalAmt21666153
IRS990/OtherExpensesGrp/TotalAmt339666
IRS990/OtherLiabilitiesGrp/BOYAmt014302656
IRS990/OtherLiabilitiesGrp/EOYAmt07227973
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0CASH DISCOUNTS AND REBATES
IRS990/OtherRevenueMiscGrp/Desc1OTHER MISC INCOME
IRS990/OtherRevenueMiscGrp/Desc2SHARED SAVINGS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0255772
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1192209
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2161096
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0255772
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1192209
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2161096
IRS990/OtherRevenueTotalAmt0650832
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0813912
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt014026242
IRS990/OtherSalariesAndWagesGrp/TotalAmt014840154
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt019397
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt025000
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt053315
IRS990/PayrollTaxesGrp/ProgramServicesAmt0918785
IRS990/PayrollTaxesGrp/TotalAmt0972100
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08337
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0143676
IRS990/PensionPlanContributionsGrp/TotalAmt0152013
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt037290913
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt033095157
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0206107
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0299302
IRS990/PrincipalOfficerNm0DAVID SMELTZER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/BusinessCd3623990
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1ENTRANCE FEE
IRS990/ProgramServiceRevenueGrp/Desc2AMORTIZATION OF GRANT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3RENTAL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028861799
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1220741
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2123237
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt376572
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028861799
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1220741
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2123237
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt376572
IRS990/ProgSrvcAccomActy2Grp/Desc0ESTABLISH, MAINTAIN AND OPERATE TWO RETIREMENT CAMPUS AND TWO ASSISTED LIVING COMMUNITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04574073
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt04109372
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01863853
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt061773
IRS990/PYOtherExpensesAmt014112638
IRS990/PYOtherRevenueAmt0464895
IRS990/PYProgramServiceRevenueAmt028372503
IRS990/PYRevenuesLessExpensesAmt0-1384167
IRS990/PYSalariesCompEmpBnftPaidAmt018034553
IRS990/PYTotalExpensesAmt032147191
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt030763024
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-1095606
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt025824509
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01895604

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,326,159
Liabilities
$36,612,691
Net assets
$37,713,468
Revenue
$31,829,485
Expenses
$32,925,091
Net income
-$1,095,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$76.0$38.0$38.0$33.7$33.6$0.03
2023Detailed filing. Detailed filing data is available for this year.$76.0$38.3$37.7$30.7$33.5$2.79
2022Detailed filing. Detailed filing data is available for this year.$75.6$37.7$37.9$33.3$32.3$1.02
2021Detailed filing. Detailed filing data is available for this year.$84.7$38.5$46.2$32.1$33.7$1.57
2020Detailed filing. Detailed filing data is available for this year.$84.8$41.4$43.4$34.7$35.6$0.88
2019Detailed filing. Detailed filing data is available for this year.$84.3$43.6$40.7$33.8$35.5$1.73
2018Detailed filing. Detailed filing data is available for this year.$74.3$36.6$37.7$31.8$32.9$1.10
2017Detailed filing. Detailed filing data is available for this year.$76.8$33.8$43.0$30.8$32.1$1.38
2016Detailed filing. Detailed filing data is available for this year.$67.8$26.8$41.0$29.6$26.5$3.07
2015Detailed filing. Detailed filing data is available for this year.$64.1$24.9$39.1$30.4$27.3$3.10
2014Detailed filing. Detailed filing data is available for this year.$64.3$26.2$38.1$27.6$26.0$1.60
2013Detailed filing. Detailed filing data is available for this year.$65.7$29.2$36.5$27.0$25.4$1.64
2012Summary only. Only limited summary data is available for this year.$61.5$29.2$32.3$26.0$26.0$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.4$27.9$30.5$26.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.1$27.9$34.2$25.8