Civic Intelligence

The Gerry Homes

990 • Fiscal year 2017 • EIN 16-0755780

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

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

64th percentile

0.44x

Higher debt load relative to assets than 64% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

1.10x

Higher debt load relative to revenue than 74% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

20th percentile

-4.5%

Higher net margin than 20% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$336,109

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

3.9%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$76,810,585

Up $9,022,474 (+13%) from 2016

Net Assets

Up

$43,026,785

Up $2,031,463 (+5.0%) from 2016

Liabilities

Up

$33,783,800

Up $6,991,011 (+26%) from 2016

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin20th percentile

Revenue

Up

$30,763,024

Up $1,162,995 (+3.9%) from 2016

Expenses

Up

$32,147,191

Up $5,614,148 (+21%) from 2016

Net Income

Down

-$1,384,167

Down $4,451,153 (-145%) from 2016

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

2017

Assets$76,810,585
Liabilities$33,783,800
Net Assets$43,026,785
Open 2017 Filing

Operations Trend

Revenue Growth46th 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

2017

Revenue$30,763,024
Expenses$32,147,191
Net Income-$1,384,167
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$30,763,024
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$34,163,170$37,577,280▲ $3,414,110
Land, Buildings, and Equipment, Net$17,982,951$18,352,184▲ $369,233
Accounts Receivable$3,380,716$4,578,122▲ $1,197,406
Cash and Non-Interest-Bearing Accounts$348,743$573,717▲ $224,974
Prepaid Expenses and Deferred Charges$225,343$206,107▼ $19,236
Inventories for Sale or Use$65,024$65,024→ $0
Other Notes and Loans Receivable, Net$4,057,307$19,397▼ $4,037,910
Total Assets$67,788,111$76,810,585▲ $9,022,474
Other Assets Total$7,564,857$15,438,754▲ $7,873,897
Liabilities
Mortgage Notes Payable Secured by Investment Property$12,382,489$15,061,502▲ $2,679,013
Other Liabilities$10,434,532$14,302,656▲ $3,868,124
Accounts Payable and Accrued Expenses$2,806,271$3,415,936▲ $609,665
Deferred Revenue$1,169,497$1,003,706▼ $165,791
Total Liabilities$26,792,789$33,783,800▲ $6,991,011
Net Assets / Fund Balance
Permanently Rstr Net Assets$33,901,231$37,290,913▲ $3,389,682
Unrestricted Net Assets$6,894,194$5,511,549▼ $1,382,645
Temporarily Rstr Net Assets$199,897$224,323▲ $24,426
Total Net Assets Fund Balance$40,995,322$43,026,785▲ $2,031,463
Total Liabilities and Net Assets / Fund Balance$67,788,111$76,810,585▲ $9,022,474

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,408,968$29,352,819$39,761,787
Equipment$1,733,824$6,985,497$8,719,321
Leasehold Improvements$2,436,268$1,284,963$3,721,231
Other Land Buildings$2,864,152-$2,864,152
Land$908,972-$908,972
Other Assets Org$536,550--
Other Securities$37,577,280--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2013$32,973,449-▲ $4,255,774$1,628,647$35,600,576
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleOtherTotal
Richard WhitverPharmacist$137,385$137,385
Jeff OndreyVP of Skilled Nursing$129,135$129,135
Ashley BaileyPharmacist$126,272$126,272
Laura BlakeVP of Human Resources$104,307$104,307

Board Members and Trustees

NameTitle
William RushikChair
David SmeltzerPresident & CEO
Danny JohnsonVice Chair
Burton JonesDirector
Edwin RoordaDirector
John KelleyDirector
Richard HillikerDirector
Ruth LoganDirector
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$2,326,829
Pennsylvania Manufacturers Assn InsurancBenefitsPO BOX 824870, Philadelphia, PA 19182$766,180
Maplevale FarmsDietary2063 ALLEN ST EXT, Falconer, NY 14733$544,538
Buffalo Hospital SupplySupplies4039 GENESEE STREET, Buffalo, NY 14225$317,153
Building Controls & Services INCConstruction4 PEUQUET PARKWAY, Tonawanda, NY 14150$305,934
Revenue and Support

Revenue Composition

Contributions and Grants
$1,863,853
Program Service Revenue
$28,372,503
Investment Income
$61,773
Other Revenue
$464,895
All Other Contributions
$1,863,853
Change in Net Assets
$-1,384,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$18,034,553
Other Expenses$14,112,638
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,594,434$729,223-$14,323,657
Other Employee Benefits$2,385,440$127,958-$2,513,398
Fees for Services Management-$2,480,179-$2,480,179
Depreciation Depletion$1,898,904--$1,898,904
Payroll Taxes$987,571$52,975-$1,040,546
Occupancy$720,847--$720,847
Interest$566,658--$566,658
Other Expenses$0$290,086-$290,086
Fees for Services Legal-$228,172-$228,172
Insurance$220,463$4,946-$225,409
Office Expenses$172,702$10,296-$182,998
All Other Expenses$135,469$37,715-$173,184
Pension Plan Contributions$148,962$7,990-$156,952
Advertising-$132,772-$132,772
Fees for Services Accounting-$111,036-$111,036
Information Technology-$30,770-$30,770
Travel$6,378$11,544-$17,922
Total Functional Expenses$26,779,254$5,367,937$0$32,147,191
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
Due to Related Companies, Net$10,618,844
Refundable Entrance Fees$2,799,257
Workers Compensation Assessment$677,900
Resident Funds$161,550
Charitable Gift Annuities$45,105
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 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

“The human resources/compliance officer 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
2018-11-14

Organization Details

Principal Officer
David Smeltzer
Formed
1886
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
11
Employees
726
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 3,414,108. 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 are not-for-profit corporations and are exempt from income taxes as organizations 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 747 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/OtherCompensationAmt151930
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt161429
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM RUSHIK
IRS990/Form990PartVIISectionAGrp/PersonNm1DANNY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm2BERTHA SAHO
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID RISHELL
IRS990/Form990PartVIISectionAGrp/PersonNm4RUTH LOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm5EDWIN ROORDA
IRS990/Form990PartVIISectionAGrp/PersonNm6BURTON JONES
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN KELLEY
IRS990/Form990PartVIISectionAGrp/PersonNm8SUSAN WILSTON
IRS990/Form990PartVIISectionAGrp/PersonNm9RICHARD HILLIKER
IRS990/Form990PartVIISectionAGrp/PersonNm10SUSANNE MOHNKERN
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID SMELTZER
IRS990/Form990PartVIISectionAGrp/PersonNm12RANDAL GERIG
IRS990/Form990PartVIISectionAGrp/PersonNm13JEFF ONDREY
IRS990/Form990PartVIISectionAGrp/PersonNm14LAURA BLAKE
IRS990/Form990PartVIISectionAGrp/PersonNm15ASHLEY BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm16RICHARD WHITVER
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/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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/ReportableCompFromRltdOrgAmt11331589
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13127340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14102216
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15124342
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16135956
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/TitleTxt13VP OF SKILLED NURSING
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt15PHARMACIST
IRS990/Form990PartVIISectionAGrp/TitleTxt16PHARMACIST
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01886
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt030763024
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt030770
IRS990/InformationTechnologyGrp/TotalAmt030770
IRS990/InsuranceGrp/ManagementAndGeneralAmt04946
IRS990/InsuranceGrp/ProgramServicesAmt0220463
IRS990/InsuranceGrp/TotalAmt0225409
IRS990/InterestGrp/ProgramServicesAmt0566658
IRS990/InterestGrp/TotalAmt0566658
IRS990/InventoriesForSaleOrUseGrp/BOYAmt065024
IRS990/InventoriesForSaleOrUseGrp/EOYAmt065024
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt061773
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061773
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt034163170
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt037577280
IRS990/IRPDocumentCnt059
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt037623279
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017982951
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018352184
IRS990/LandBldgEquipCostOrOtherBssAmt055975463
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt021618
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt021618
IRS990/MissionDesc0TO SERVE OTHERS THROUGH CHRIST-CENTERED MINISTRIES WHICH PROMOTE HOPE, DIGNITY AND PURPOSEFUL LIVING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt012382489
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt015061502
IRS990/NetAssetsOrFundBalancesBOYAmt040995322
IRS990/NetAssetsOrFundBalancesEOYAmt043026785
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01522
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0720847
IRS990/OccupancyGrp/TotalAmt0720847
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010296
IRS990/OfficeExpensesGrp/ProgramServicesAmt0172702
IRS990/OfficeExpensesGrp/TotalAmt0182998
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07564857
IRS990/OtherAssetsTotalGrp/EOYAmt015438754
IRS990/OtherChangesInNetAssetsAmt03414108
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0127958
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02385440
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02513398
IRS990/OtherExpensesGrp/Desc0PURCHASED SERVICES
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2CASH RECEIPT ASSESSMENT
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt051057
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt139730
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21021488
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3290086
IRS990/OtherExpensesGrp/ProgramServicesAmt03053258
IRS990/OtherExpensesGrp/ProgramServicesAmt12888168
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt03104315
IRS990/OtherExpensesGrp/TotalAmt12927898
IRS990/OtherExpensesGrp/TotalAmt21021488
IRS990/OtherExpensesGrp/TotalAmt3290086
IRS990/OtherLiabilitiesGrp/BOYAmt010434532
IRS990/OtherLiabilitiesGrp/EOYAmt014302656
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0SHARED SAVINGS
IRS990/OtherRevenueMiscGrp/Desc1OTHER MISC INCOME
IRS990/OtherRevenueMiscGrp/Desc2CASH DISCOUNTS AND REBATES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0221946
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1161631
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt259700
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0221946
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1161631
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt259700
IRS990/OtherRevenueTotalAmt0464895
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0729223
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt013594434
IRS990/OtherSalariesAndWagesGrp/TotalAmt014323657
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04057307
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt019397
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt052975
IRS990/PayrollTaxesGrp/ProgramServicesAmt0987571
IRS990/PayrollTaxesGrp/TotalAmt01040546
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07990
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0148962
IRS990/PensionPlanContributionsGrp/TotalAmt0156952
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt033901231
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt037290913
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0225343
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0206107
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/RelatedOrExemptFuncIncomeAmt027951979
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1220711
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2123241
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt376572
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt027951979
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1220711
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2123241
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt376572
IRS990/ProgSrvcAccomActy2Grp/Desc0ESTABLISH, MAINTAIN AND OPERATE TWO RETIREMENT CAMPUS AND TWO ASSISTED LIVING COMMUNITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04154202
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03998501
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01802480
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt08970388
IRS990/PYOtherRevenueAmt0266492
IRS990/PYProgramServiceRevenueAmt027531057
IRS990/PYRevenuesLessExpensesAmt03066986
IRS990/PYSalariesCompEmpBnftPaidAmt017562655
IRS990/PYTotalExpensesAmt026533043
IRS990/PYTotalProfFndrsngExpnsAmt00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,810,585
Liabilities
$33,783,800
Net assets
$43,026,785
Revenue
$30,763,024
Expenses
$32,147,191
Net income
-$1,384,167
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