Civic Intelligence

The Gerry Homes

990 • Fiscal year 2019 • EIN 16-0755780

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

71st percentile

0.52x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

1.29x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

20th percentile

-5.1%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

10th percentile

$135,166

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

59th percentile

6.2%

Faster revenue growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$84,312,581

Up $9,986,422 (+13%) from 2018

Net Assets

Up

$40,702,830

Up $2,989,362 (+7.9%) from 2018

Liabilities

Up

$43,609,751

Up $6,997,060 (+19%) from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin20th percentile

Revenue

Up

$33,793,903

Up $1,964,418 (+6.2%) from 2018

Expenses

Up

$35,520,252

Up $2,595,161 (+7.9%) from 2018

Net Income

Down

-$1,726,349

Down $630,743 (-58%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2019

Assets$84,312,581
Liabilities$43,609,751
Net Assets$40,702,830
Open 2019 Filing

Operations Trend

Revenue Growth59th 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

2019

Revenue$33,793,903
Expenses$35,520,252
Net Income-$1,726,349
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$33,977,125
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$33,360,705$38,074,311▲ $4,713,606
Land, Buildings, and Equipment, Net$26,862,224$32,151,145▲ $5,288,921
Accounts Receivable$4,723,103$4,694,810▼ $28,293
Prepaid Expenses and Deferred Charges$299,302$315,358▲ $16,056
Cash and Non-Interest-Bearing Accounts$345,471$304,423▼ $41,048
Other Notes and Loans Receivable, Net$25,000--
Total Assets$74,326,159$84,312,581▲ $9,986,422
Other Assets Total$8,710,354$8,772,534▲ $62,180
Liabilities
Mortgage Notes Payable Secured by Investment Property$24,850,670$27,519,169▲ $2,668,499
Other Liabilities$7,227,973$8,890,225▲ $1,662,252
Accounts Payable and Accrued Expenses$3,098,788$5,468,253▲ $2,369,465
Deferred Revenue$1,435,260$1,732,104▲ $296,844
Total Liabilities$36,612,691$43,609,751▲ $6,997,060
Net Assets / Fund Balance
Net Assets With Donor Restrictions$33,298,662$38,012,440▲ $4,713,778
Net Assets Without Donor Restrictions$4,414,806$2,690,390▼ $1,724,416
Total Net Assets Fund Balance$37,713,468$40,702,830▲ $2,989,362
Total Liabilities and Net Assets / Fund Balance$74,326,159$84,312,581▲ $9,986,422

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$21,143,458$27,549,756$48,693,214
Equipment$2,578,014$6,483,988$9,062,002
Other Land Buildings$7,520,701-$7,520,701
Land$908,972-$908,972
Other Assets Org$222,622--
Other Securities$38,074,311--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$33,360,705-▲ $6,344,496$1,630,890$38,074,311
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
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathy TrisketRn SupervisorFT$115,297$19,869$135,166

Board Members and Trustees

NameTitle
William RushikChair
David SmeltzerPresident & CEO
Danny JohnsonVice Chair
Burton JonesBoard Member
Janet SnyderBoard Member
Richard HillikerBoard Member
Susan WilstonBoard Member
Susanne MohnkernBoard Member
Walter FlemingBoard Member
Randal GerigCFO
Bertha SahoSecretary
David RishellTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Michael Mitchell Md PCMedical Director5945 DAMON HILL ROAD, Sinclairville, NY 14782$150,362
Bond Schoeneck & King PllcLegalPO BOX 11607, Syracuse, NY 13218$113,417
Revenue and Support

Revenue Composition

Contributions and Grants
$2,109,967
Program Service Revenue
$31,174,736
Investment Income
$-183,054
Other Revenue
$692,254
All Other Contributions
$2,109,967
Change in Net Assets
$-1,726,349
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$19,425,812
Other Expenses$16,094,440
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$14,707,146$778,307-$15,485,453
Other Employee Benefits$2,386,503$125,312-$2,511,815
Fees for Services Management-$2,311,820-$2,311,820
Depreciation Depletion$1,632,235$378,971-$2,011,206
Interest$1,133,626$263,204-$1,396,830
Payroll Taxes$1,088,767$57,170-$1,145,937
Occupancy$709,480$164,727-$874,207
Insurance$337,790$56,989-$394,779
Pension Plan Contributions$158,963$8,347-$167,310
Advertising-$154,688-$154,688
Current Officers, Directors, Trustees, and Key Employees$115,297--$115,297
Office Expenses$102,426$11,798-$114,224
Information Technology-$68,927-$68,927
Fees for Services Accounting-$61,850-$61,850
Fees for Services Legal-$61,669-$61,669
Other Expenses$369$42,656-$43,025
Travel$7,968$26,221-$34,189
Total Functional Expenses$28,662,456$6,857,796$0$35,520,252
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$4,048,573
Refundable Entrance Fees$3,499,830
Due to Affiliate, Net$1,165,827
Resident Funds$175,995
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has delegated control related to significant management duties normally performed by officers of the organization to heritage ministries management company (hmmc). Hmmc provides various administrative functions including financial reporting, payroll, accounts receivable management and employs the gerry homes and its affiliates ceo, cfo and coo.”

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

“The 990 is available to board members at their request. The 990 is reviewed by management 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

“The gerry homes board of directors contracts with heritage ministries management company to provide administrative support, which includes review of performance and compensation of officers or top management.”

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
Lisa Haglund
Title
Chief Financial Officer
Phone
7169856820
Signed
2020-11-16

Organization Details

Principal Officer
Lisa Haglund
Formed
1886
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
776
Volunteers
67
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 4,713,605.”

FORM 990, PART XII, LINE 2C:

“The organization did not change its oversight process during the 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 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 690 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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt11CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt12RN SUPERVISOR
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IRS990/FormationYr01886
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IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-183222
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt033977125
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt068927
IRS990/InformationTechnologyGrp/TotalAmt068927
IRS990/InsuranceGrp/ManagementAndGeneralAmt056989
IRS990/InsuranceGrp/ProgramServicesAmt0337790
IRS990/InsuranceGrp/TotalAmt0394779
IRS990/InterestGrp/ManagementAndGeneralAmt0263204
IRS990/InterestGrp/ProgramServicesAmt01133626
IRS990/InterestGrp/TotalAmt01396830
IRS990/InvestmentIncomeGrp/ExclusionAmt0168
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0168
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt033360705
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt038074311
IRS990/IRPDocumentCnt079
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt034033744
IRS990/LandBldgEquipBasisNetGrp/BOYAmt026862224
IRS990/LandBldgEquipBasisNetGrp/EOYAmt032151145
IRS990/LandBldgEquipCostOrOtherBssAmt066184889
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0183222
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt043854
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt043854
IRS990/MissionDesc0TO SERVE OTHERS THROUGH CHRIST-CENTERED MINISTRIES WHICH PROMOTE HOPE, DIGNITY AND PURPOSEFUL LIVING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt024850670
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt027519169
IRS990/NetAssetsOrFundBalancesBOYAmt037713468
IRS990/NetAssetsOrFundBalancesEOYAmt040702830
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-183222
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-183222
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02106
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04414806
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02690390
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0164727
IRS990/OccupancyGrp/ProgramServicesAmt0709480
IRS990/OccupancyGrp/TotalAmt0874207
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011798
IRS990/OfficeExpensesGrp/ProgramServicesAmt0102426
IRS990/OfficeExpensesGrp/TotalAmt0114224
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08710354
IRS990/OtherAssetsTotalGrp/EOYAmt08772534
IRS990/OtherChangesInNetAssetsAmt04713605
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0125312
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02386503
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02511815
IRS990/OtherExpensesGrp/Desc0PURCHASED SERVICES
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2CRA, BAD DEBT, OTHER EX
IRS990/OtherExpensesGrp/Desc3RECRUITMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt079841
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt144177
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22161122
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt342656
IRS990/OtherExpensesGrp/ProgramServicesAmt03111077
IRS990/OtherExpensesGrp/ProgramServicesAmt13019470
IRS990/OtherExpensesGrp/ProgramServicesAmt2151339
IRS990/OtherExpensesGrp/ProgramServicesAmt3369
IRS990/OtherExpensesGrp/TotalAmt03190918
IRS990/OtherExpensesGrp/TotalAmt13063647
IRS990/OtherExpensesGrp/TotalAmt22312461
IRS990/OtherExpensesGrp/TotalAmt343025
IRS990/OtherLiabilitiesGrp/BOYAmt07227973
IRS990/OtherLiabilitiesGrp/EOYAmt08890225
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0SHARED SAVINGS & OTHER
IRS990/OtherRevenueMiscGrp/Desc1CASH DISCOUNTS AND REBATES
IRS990/OtherRevenueMiscGrp/Desc2OTHER MISC INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0407635
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1142489
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt298276
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0407635
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1142489
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt298276
IRS990/OtherRevenueTotalAmt0692254
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0778307
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt014707146
IRS990/OtherSalariesAndWagesGrp/TotalAmt015485453
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt025000
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt057170
IRS990/PayrollTaxesGrp/ProgramServicesAmt01088767
IRS990/PayrollTaxesGrp/TotalAmt01145937
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08347
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0158963
IRS990/PensionPlanContributionsGrp/TotalAmt0167310
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0299302
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0315358
IRS990/PrincipalOfficerNm0LISA HAGLUND
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/RelatedOrExemptFuncIncomeAmt030734636
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1235858
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2123242
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt381000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt030734636
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1235858
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2123242
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt381000
IRS990/ProgSrvcAccomActy2Grp/Desc0ESTABLISH, MAINTAIN AND OPERATE TWO RETIREMENT CAMPUS AND TWO ASSISTED LIVING COMMUNITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05265125
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt04000849
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01895604
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0700
IRS990/PYOtherExpensesAmt014856009
IRS990/PYOtherRevenueAmt0650832
IRS990/PYProgramServiceRevenueAmt029282349
IRS990/PYRevenuesLessExpensesAmt0-1095606
IRS990/PYSalariesCompEmpBnftPaidAmt018069082
IRS990/PYTotalExpensesAmt032925091
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt031829485
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1726349
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt027682919
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02109967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01895604
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01863853
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01802480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03070627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010742531
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt061773
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt061941
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031174736
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029283049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028372503
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027455985
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026951732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0143238005
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt061773
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt061941
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0509032
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0650832
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0464895
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0463599
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0403330
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02491688
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98370
IRS990ScheduleA/PublicSupportPY509Pct00.98440

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$84,312,581
Liabilities
$43,609,751
Net assets
$40,702,830
Revenue
$33,793,903
Expenses
$35,520,252
Net income
-$1,726,349
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