Civic Intelligence

Ch Services Inc.

990 • Fiscal year 2024 • EIN 16-1494688

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 07, 2025

Organization ProfileWWW.EPISCOPALSENIORLIFE.ORG
505 MT Hope AvenueRochester, NY 14620

(585) 546-8400

Siviq Scores

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

Liabilities / Assets

94th percentile

1.08x

Higher debt load relative to assets than 94% of similar nonprofits.

2024 filings • NTEE P • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

1.33x

Higher debt load relative to revenue than 92% of similar nonprofits.

2024 filings • NTEE P • $1M-$5M nonprofits • Source year 2024

Net Margin

58th percentile

6.1%

Higher net margin than 58% of similar nonprofits.

2024 filings • NTEE P • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$389,287

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2024 filings • NTEE P • $1M-$5M nonprofits • Source year 2024

Asset Growth

26th percentile

-4.7%

Faster asset growth than 26% of similar nonprofits.

2024 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

33%

Faster revenue growth than 77% of similar nonprofits.

2024 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$3,706,552

Down $182,348 (-4.7%) from 2023

Net Assets

Up

-$313,627

Up $183,936 (+37%) from 2023

Liabilities

Down

$4,020,179

Down $366,284 (-8.4%) from 2023

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin58th percentile

Revenue

Up

$3,016,828

Up $749,563 (+33%) from 2023

Expenses

Up

$2,832,892

Up $87,735 (+3.2%) from 2023

Net Income

Up

$183,936

Up $661,828 (+138%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2011: $202,648Liabilities 2011: $874,612Net Assets 2011: -$671,9642011Assets 2012: $1,923,716Liabilities 2012: $998,431Net Assets 2012: $925,2852012Assets 2013: $7,575,564Liabilities 2013: $5,824,466Net Assets 2013: $1,751,0982013Assets 2014: $7,593,205Liabilities 2014: $6,034,378Net Assets 2014: $1,558,8272014Assets 2015: $11,019,616Liabilities 2015: $8,712,423Net Assets 2015: $2,307,1932015Assets 2016: $10,727,642Liabilities 2016: $8,319,999Net Assets 2016: $2,407,6432016Assets 2017: $10,641,699Liabilities 2017: $7,977,961Net Assets 2017: $2,663,7382017Assets 2018: $10,491,209Liabilities 2018: $7,568,820Net Assets 2018: $2,922,3892018Assets 2019: $1,120,252Liabilities 2019: $719,094Net Assets 2019: $401,1582019Assets 2020: $1,341,197Liabilities 2020: $1,100,849Net Assets 2020: $240,3482020Assets 2021: $1,567,315Liabilities 2021: $1,244,629Net Assets 2021: $322,6862021Assets 2022: $3,308,142Liabilities 2022: $3,327,813Net Assets 2022: -$19,6712022Assets 2023: $3,888,900Liabilities 2023: $4,386,463Net Assets 2023: -$497,5632023Assets 2024: $3,706,552Liabilities 2024: $4,020,179Net Assets 2024: -$313,6272024

Highlighted filing

2024

Assets$3,706,552
Liabilities$4,020,179
Net Assets-$313,627
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,206,251Expenses 2011: $2,209,739Net Income 2011: -$3,4882011Revenue 2012: $3,889,931Expenses 2012: $2,274,253Net Income 2012: $1,615,6782012Revenue 2013: $3,015,934Expenses 2013: $2,313,585Net Income 2013: $702,3492013Revenue 2014: $3,026,840Expenses 2014: $3,123,099Net Income 2014: -$96,2592014Revenue 2015: $5,290,420Expenses 2015: $4,519,144Net Income 2015: $771,2762015Revenue 2016: $4,852,275Expenses 2016: $4,756,949Net Income 2016: $95,3262016Revenue 2017: $5,221,928Expenses 2017: $4,957,573Net Income 2017: $264,3552017Revenue 2018: $5,315,487Expenses 2018: $5,093,780Net Income 2018: $221,7072018Revenue 2019: $5,099,085Expenses 2019: $4,508,866Net Income 2019: $590,2192019Revenue 2020: $2,711,453Expenses 2020: $2,882,204Net Income 2020: -$170,7512020Revenue 2021: $2,946,147Expenses 2021: $2,916,836Net Income 2021: $29,3112021Revenue 2022: $2,231,031Expenses 2022: $2,528,058Net Income 2022: -$297,0272022Revenue 2023: $2,267,265Expenses 2023: $2,745,157Net Income 2023: -$477,8922023Revenue 2024: $3,016,828Expenses 2024: $2,832,892Net Income 2024: $183,9362024

Highlighted filing

2024

Revenue$3,016,828
Expenses$2,832,892
Net Income$183,936
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$3,016,828
Mission and Program Overview

Mission

To provide assisted and independent living services to the elderly in henrietta, ny.

We provide high quality services from skilled nursing and restorative care to housing, assisted living and community based wellness programs. We are committed tomeeting each individual's needs, in a culturally competent manner,supporting family and loved ones through transitions, and fulfillingour pledge....at episcopal seniorlife communities you are alwayssomeone special.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$640,803$607,600▼ $33,203
Accounts Receivable$37,707$28,536▼ $9,171
Cash and Non-Interest-Bearing Accounts$44,418$24,896▼ $19,522
Prepaid Expenses and Deferred Charges$2,951$1,416▼ $1,535
Savings and Temporary Cash Investments$423$1▼ $422
Total Assets$3,888,900$3,706,552▼ $182,348
Other Assets Total$3,162,598$3,044,103▼ $118,495
Liabilities
Other Liabilities$4,009,673$3,685,695▼ $323,978
Escrow Account Liability$182,058$227,561▲ $45,503
Deferred Revenue$121,062$94,492▼ $26,570
Accounts Payable and Accrued Expenses$73,670$12,431▼ $61,239
Total Liabilities$4,386,463$4,020,179▼ $366,284
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-497,563$-313,627▲ $183,936
Total Net Assets Fund Balance$-497,563$-313,627▲ $183,936
Total Liabilities and Net Assets / Fund Balance$3,888,900$3,706,552▼ $182,348

Asset Categories

AssetBook ValueDepreciationBasis
Land$488,108-$488,108
Equipment$81,370$61,428$142,798
Other Land Buildings$38,122$25,483$63,605
Other Assets Org$9,234--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleOtherTotal
Jessica ThomsenCFO$149,248$149,248

Board Members and Trustees

NameTitle
Melissa WendlandChairman
Lisa MarcelloPresident/CEO
Mary BerkVice Chair- Current
J Barclay CarpenterDirector
Jessica GullaDirector
The Rev Canon Robert a PickenDirector
Richard YatesSecretary/treasurer
Michael KingTreasurer Thru 5/24
Revenue and Support

Revenue Composition

Contributions and Grants
$49,736
Program Service Revenue
$2,879,688
Investment Income
$0
Other Revenue
$87,404
Change in Net Assets
$183,936

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,016,828
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,016,828
Total Revenue per Form 990
$3,016,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,553,790
Other Expenses$1,279,102
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,089,782$182,475-$1,272,257
Occupancy$449,593$5,032-$454,625
Fees for Services Management-$242,707-$242,707
Fees for Services Other$134,235$17,812-$152,047
Other Employee Benefits$124,371$20,825-$145,196
Payroll Taxes$85,403$14,300-$99,703
Office Expenses$68,749$14,765-$83,514
Advertising-$57,817-$57,817
Information Technology$26,338$20,040-$46,378
Pension Plan Contributions$31,380$5,254-$36,634
Depreciation Depletion$32,836$367-$33,203
Other Expenses$13,825$19,790-$13,825
Travel$8,772$901-$9,673
Fees for Services Accounting-$4,615-$4,615
Total Functional Expenses$2,226,192$606,700$0$2,832,892

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,832,892
Total Expenses per Audited Statements$2,832,892
Total Expenses per Form 990$2,832,892
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Operating Lease Liability, Net$2,807,308
Due to Affiliates$878,387
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The sole corporate member of the organization is episcopal seniorlife communities, inc.”

Form 990, Part VI, Section A, Line 7A

“The sole corporate member appoints the board of directors.”

Form 990, Part VI, Section A, Line 7B

“The sole corporate member has rights and powers as provided in the bylaws and by the corporation laws of the state of new york.”

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

“The form 990 will be sent to all board members via email. Any questions will be answered and addressed prior to filing.”

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

“Annually the organization requires officers, directors, trustees and key employees to complete in writing a conflict of interest statement.”

Form 990, Part VI, Section B, Line 15

“All salaries are reviewed based on market trends for each officer and key employee, as benchmarked from an independent consultant.”

Form 990, Part VI, Section C, Line 18

“The disclosure copy is available upon request at the front desk of episcopal church home.”

Form 990, Part VI, Section C, Line 19

“Policies and all documents are on file in administration and would be made available upon request and as appropriate.”

Filing and Contact Details

Filer

Filer Name
Ch Services Inc
EIN
16-1494688
Phone
5855468400
Address
505 MT HOPE AVENUE, ROCHESTER, NY 14620

Signing Officer

Name
Lisa Marcello
Title
President/CEO
Phone
5855468400
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Marcello
Formed
1999
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
6
Employees
47
Volunteers
10

Preparer

Firm
Fustcharles Llp
Address
220 S WARREN STREET, SYRACUSE, NY 13202
Preparer
Patrick Capella
Phone
3154463600
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“Resident security deposit amounts represent funds held on behalf of brentland woods' residents. These funds are held in a separate interest-bearing money market account which at times may exceed federally insured limits. The company has not experienced any losses in this account and believes it is not exposed to any significant credit risk with respect to resident security deposits.”

Raw XML AppendixShowing 400 of 734 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/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt020825
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0124371
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0145196
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2CABLE TV
IRS990/OtherExpensesGrp/Desc3CREDIT LOSS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019790
IRS990/OtherExpensesGrp/ProgramServicesAmt0138247
IRS990/OtherExpensesGrp/ProgramServicesAmt13965
IRS990/OtherExpensesGrp/ProgramServicesAmt218696
IRS990/OtherExpensesGrp/ProgramServicesAmt313825
IRS990/OtherExpensesGrp/TotalAmt0138247
IRS990/OtherExpensesGrp/TotalAmt123755
IRS990/OtherExpensesGrp/TotalAmt218696
IRS990/OtherExpensesGrp/TotalAmt313825
IRS990/OtherLiabilitiesGrp/BOYAmt04009673
IRS990/OtherLiabilitiesGrp/EOYAmt03685695
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt087404
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt087404
IRS990/OtherRevenueTotalAmt087404
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0182475
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01089782
IRS990/OtherSalariesAndWagesGrp/TotalAmt01272257
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014300
IRS990/PayrollTaxesGrp/ProgramServicesAmt085403
IRS990/PayrollTaxesGrp/TotalAmt099703
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05254
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt031380
IRS990/PensionPlanContributionsGrp/TotalAmt036634
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02951
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01416
IRS990/PrincipalOfficerNm0LISA MARCELLO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02879688
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02879688
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01719
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01185471
IRS990/PYOtherRevenueAmt064884
IRS990/PYProgramServiceRevenueAmt02200662
IRS990/PYRevenuesLessExpensesAmt0-477892
IRS990/PYSalariesCompEmpBnftPaidAmt01559686
IRS990/PYTotalExpensesAmt02745157
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02267265
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0183936
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt049736
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02967092
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0423
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2020 AMOUNT: $ 25,986. 2021 AMOUNT: $ 6,772. 2022 AMOUNT: $ 16,685. 2023 AMOUNT: $ 64,884. 2024 AMOUNT: $ 87,404.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01719
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0136801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0437054
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt056520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0681830
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02879688
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02200662
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02265262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02502321
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02628947
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012476880
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt087404
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt064884
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt016685
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt06772
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt025986
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0201731
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98490
IRS990ScheduleA/PublicSupportPY509Pct00.98240
IRS990ScheduleA/PublicSupportTotal509Amt013158710
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02929424
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02202381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02402063
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02939375
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02685467
IRS990ScheduleA/Total509Grp/TotalAmt013158710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03016828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02267265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02418748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02946147
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02711453
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013360441
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt081370
IRS990ScheduleD/EquipmentGrp/DepreciationAmt061428
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0142798
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02832892
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt0488108
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0488108
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0224680
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12881
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt22807308
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt39234
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESIDENTS SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDENTS' FUNDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OPERATING RIGHT-OF-USE ASSET
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3OTHER ASSETS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt038122
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt025483
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt063605
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0878387
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12807308
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OPERATING LEASE LIABILITY, NET
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03016828
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RESIDENT SECURITY DEPOSIT AMOUNTS REPRESENT FUNDS HELD ON BEHALF OF BRENTLAND WOODS' RESIDENTS. THESE FUNDS ARE HELD IN A SEPARATE INTEREST-BEARING MONEY MARKET ACCOUNT WHICH AT TIMES MAY EXCEED FEDERALLY INSURED LIMITS. THE COMPANY HAS NOT EXPERIENCED ANY LOSSES IN THIS ACCOUNT AND BELIEVES IT IS NOT EXPOSED TO ANY SIGNIFICANT CREDIT RISK WITH RESPECT TO RESIDENT SECURITY DEPOSITS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0607600
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03044103
IRS990ScheduleD/TotalExpensesPerForm990Amt02832892
IRS990ScheduleD/TotalLiabilityAmt03685695
IRS990ScheduleD/TotalRevenuePerForm990Amt03016828
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03016828
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02832892
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0334572
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt037376
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt017339
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LISA MARCELLO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0389287
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH EXECUTIVES AND OFFICERS' COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT CONSULTANT, EMPLOYMENT CONTRACT, COMPENSATION STUDY, APPROVAL BY THE BOARD.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,706,552
Liabilities
$4,020,179
Net assets
-$313,627
Revenue
$3,016,828
Expenses
$2,832,892
Net income
$183,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.71$4.02$0.31$3.02$2.83$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.89$4.39$0.50$2.27$2.75$0.48
2022Detailed filing. Detailed filing data is available for this year.$3.31$3.33$0.02$2.23$2.53$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.57$1.24$0.32$2.95$2.92$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.34$1.10$0.24$2.71$2.88$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.72$0.40$5.10$4.51$0.59
2018Detailed filing. Detailed filing data is available for this year.$10.5$7.57$2.92$5.32$5.09$0.22
2017Detailed filing. Detailed filing data is available for this year.$10.6$7.98$2.66$5.22$4.96$0.26
2016Detailed filing. Detailed filing data is available for this year.$10.7$8.32$2.41$4.85$4.76$0.10
2015Detailed filing. Detailed filing data is available for this year.$11.0$8.71$2.31$5.29$4.52$0.77
2014Summary only. Only limited summary data is available for this year.$7.59$6.03$1.56$3.03$3.12$0.10
2013Summary only. Only limited summary data is available for this year.$7.58$5.82$1.75$3.02$2.31$0.70
2012Summary only. Only limited summary data is available for this year.$1.92$1.00$0.93$3.89$2.27$1.62
2011Summary only. Only limited summary data is available for this year.$0.20$0.87$0.67$2.21$2.21$0.00