Civic Intelligence

Linden Knoll Inc.

990 • Fiscal year 2015 • EIN 16-1528780

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization ProfileWWW.LINDENKNOLL.ORG
81 Linden AvenueRochester, NY 14610

(585) 385-0223

Siviq Scores

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

Liabilities / Assets

38th percentile

0.56x

Higher debt load relative to assets than 38% of similar nonprofits.

2015 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

34th percentile

1.28x

Higher debt load relative to revenue than 34% of similar nonprofits.

2015 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2015

Net Margin

92nd percentile

32%

Higher net margin than 92% of similar nonprofits.

2015 filings • NTEE L22 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

89th percentile

$277,736

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

2015 filings • NTEE L • $1M-$5M nonprofits • Source year 2015

Asset Growth

89th percentile

2.7%

Faster asset growth than 89% of similar nonprofits.

2015 filings • NTEE L22 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

15%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$4,849,066

Up $126,860 (+2.7%) from 2014

Net Assets

Up

$2,135,379

Up $296,769 (+16%) from 2014

Liabilities

Down

$2,713,687

Down $169,909 (-5.9%) from 2014

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin92nd percentile

Revenue

Up

$2,123,747

Up $283,598 (+15%) from 2014

Expenses

Down

$1,454,411

Down $15,453 (-1.1%) from 2014

Net Income

Up

$669,336

Up $299,051 (+81%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$10M$5.0M$0Assets 2011: $3,846,078Liabilities 2011: $3,198,039Net Assets 2011: $648,0392011Assets 2012: $4,145,434Liabilities 2012: $3,101,000Net Assets 2012: $1,044,4342012Assets 2013: $4,572,275Liabilities 2013: $3,069,911Net Assets 2013: $1,502,3642013Assets 2014: $4,722,206Liabilities 2014: $2,883,596Net Assets 2014: $1,838,6102014Assets 2015: $4,849,066Liabilities 2015: $2,713,687Net Assets 2015: $2,135,3792015Assets 2016: $5,374,631Liabilities 2016: $2,578,676Net Assets 2016: $2,795,9552016Assets 2017: $6,025,070Liabilities 2017: $2,410,786Net Assets 2017: $3,614,2842017Assets 2018: $6,210,968Liabilities 2018: $2,385,786Net Assets 2018: $3,825,1822018Assets 2019: $6,631,845Liabilities 2019: $2,036,885Net Assets 2019: $4,594,9602019Assets 2020: $7,192,581Liabilities 2020: $1,896,216Net Assets 2020: $5,296,3652020Assets 2021: $7,871,681Liabilities 2021: $1,826,990Net Assets 2021: $6,044,6912021Assets 2022: $7,593,008Liabilities 2022: $1,550,276Net Assets 2022: $6,042,7322022Assets 2023: $8,037,814Liabilities 2023: $1,415,301Net Assets 2023: $6,622,5132023Assets 2024: $8,452,834Liabilities 2024: $1,299,556Net Assets 2024: $7,153,2782024

Highlighted filing

2015

Assets$4,849,066
Liabilities$2,713,687
Net Assets$2,135,379
Open 2015 Filing

Operations Trend

Revenue Growth81st percentile

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

$3.0M$2.0M$1.0M$0Revenue 2011: $1,675,072Expenses 2011: $1,520,340Net Income 2011: $154,7322011Revenue 2012: $1,586,338Expenses 2012: $1,346,711Net Income 2012: $239,6272012Revenue 2013: $1,734,024Expenses 2013: $1,463,168Net Income 2013: $270,8562013Revenue 2014: $1,840,149Expenses 2014: $1,469,864Net Income 2014: $370,2852014Revenue 2015: $2,123,747Expenses 2015: $1,454,411Net Income 2015: $669,3362015Revenue 2016: $1,989,566Expenses 2016: $1,401,889Net Income 2016: $587,6772016Revenue 2017: $1,925,902Expenses 2017: $1,244,893Net Income 2017: $681,0092017Revenue 2018: $2,020,508Expenses 2018: $1,415,634Net Income 2018: $604,8742018Revenue 2019: $1,938,575Expenses 2019: $1,518,832Net Income 2019: $419,7432019Revenue 2020: $1,943,340Expenses 2020: $1,468,685Net Income 2020: $474,6552020Revenue 2021: $2,256,646Expenses 2021: $1,526,265Net Income 2021: $730,3812021Revenue 2022: $2,218,983Expenses 2022: $1,650,919Net Income 2022: $568,0642022Revenue 2023: $2,145,766Expenses 2023: $1,767,416Net Income 2023: $378,3502023Revenue 2024: $2,277,090Expenses 2024: $1,789,704Net Income 2024: $487,3862024

Highlighted filing

2015

Revenue$2,123,747
Expenses$1,454,411
Net Income$669,336
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$4,480,011
Mission and Program Overview

Mission

To provide an independent senior living residence with convenient support options, a variety of amenities, and friendly neighbors and staff, enabling residents to live life to its fullest with value in mind.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,807,077$2,792,893▼ $14,184
Land, Buildings, and Equipment, Net$1,226,432$1,448,615▲ $222,183
Savings and Temporary Cash Investments$172,218$109,861▼ $62,357
Pledges and Grants Receivable$78,503$25,138▼ $53,365
Accounts Receivable$9,459$23,894▲ $14,435
Prepaid Expenses and Deferred Charges$776$853▲ $77
Inventories for Sale or Use$845$815▼ $30
Cash and Non-Interest-Bearing Accounts$400$400→ $0
Total Assets$4,722,206$4,849,066▲ $126,860
Other Assets Total$426,496$446,597▲ $20,101
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,634,790$2,442,392▼ $192,398
Escrow Account Liability$116,909$114,741▼ $2,168
Accounts Payable and Accrued Expenses$62,354$99,581▲ $37,227
Other Liabilities$49,026$46,118▼ $2,908
Deferred Revenue$20,517$10,855▼ $9,662
Total Liabilities$2,883,596$2,713,687▼ $169,909
Net Assets / Fund Balance
Unrestricted Net Assets$1,838,610$2,135,379▲ $296,769
Total Net Assets Fund Balance$1,838,610$2,135,379▲ $296,769
Total Liabilities and Net Assets / Fund Balance$4,722,206$4,849,066▲ $126,860

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$820,896$4,928,318$5,749,214
Equipment$326,733$402,900$729,633
Other Land Buildings$300,985$302,445$603,430
Land$1-$1
Other Assets Org$114,741--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleOtherTotal
Glen CooperPresident/CEO$97,365$97,365

Board Members and Trustees

NameTitle
Joseph HicksChair
James DewhirstFormer President/CEO
Kevin PhelpsVice Chair/treasurer
Edward Carmen IvDirector
Glen QuackenbushDirector
Jean MaessDirector
Kimberly WilbornDirector
Paul CraneDirector
Richard AikensDirector
Robert ParkerDirector
Stanley PeckDirector
Steve NicholasDirector
Daniel GoldsteinExecutive Director
Barb CoteSecretary
Michael PerrySenior VP/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$169,815
Program Service Revenue
$1,370,200
Investment Income
$385,046
Other Revenue
$198,686
Change in Net Assets
$669,336

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,123,747
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-372,567
Total Revenue per Audited Statements
$1,751,180
Total Revenue per Form 990
$2,123,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,454,411
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$583,231$53,298-$636,529
Occupancy$251,846--$251,846
Depreciation Depletion$212,001--$212,001
Interest$104,026--$104,026
Insurance$53,850--$53,850
Fees for Services Accounting-$52,682-$52,682
Advertising$44,808--$44,808
Fees for Service Investment Mgmnt Fees-$26,664-$26,664
Other Expenses$26,133--$26,133
Office Expenses$7,674$5,896-$13,570
Fees for Services Legal-$236-$236
Total Functional Expenses$1,315,635$138,776$0$1,454,411

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,454,411
Total Expenses per Audited Statements$1,454,411
Total Expenses per Form 990$1,454,411
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
Due to Related Party$46,118
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
Yes
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is prepared by an outside, independent accounting firm. A copy of the 990 is provided to each board member for independent review prior to filing the return. The form 990 is then discussed at a subsequent board meeting; copies of the 990 are also available upon request.”

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

“Annually, current directors, officers, key employees and other employees (see next question and answer) authorized to purchase goods and services or create a binding agreement with an outside party shall complete, sign and return the annual disclosure form. Ceo reviews and reports any known conflicts to the board.”

Form 990, Part VI, Section B, Line 15

“Executive compensation for key employees/officers is reviewed annually. An outside consultant performs a compensation study of like organizations every two years. Activities and accomplishments relative to annual objectives and overall rating performance when evaluating and setting compensation are also considered. Key employees/officers are not present when performance and compensation discussions and setting occurs for their positions.”

Form 990, Part VI, Section C, Line 18

“The organization's form 1023 and form 990 may be requested and viewed during normal business hours upon request. Form 990 can also be found on the website guidestar.org.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, financial statements and conflict of interest information may be requested and viewed during normal business hours upon request.”

Filing and Contact Details

Filer

Filer Name
Linden Knoll Inc
EIN
16-1528780
Phone
5853850223
Address
81 LINDEN AVENUE, ROCHESTER, NY 14610

Signing Officer

Name
Michael Perry
Title
Senior VP/CFO
Phone
5852188869
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Glen Cooper
Formed
1975
Legal Domicile
Ny
Voting Board Members
13
Independent Board Members
12
Employees
0
Volunteers
25

Preparer

Firm
Efpr Group Cpas Pllc
Address
280 KENNETH DRIVE, ROCHESTER, NY 14623
Preparer
Jennifer Arbore
Phone
5854278900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contracted services: program service expenses 583,231. Management and general expenses 53,298. Fundraising expenses 0. Total expenses 636,529.”

FORM 990, PART XII, LINE 2C:

“The audit oversight process and the auditor selection process have not changed from the prior year.”

Financial Statement Notes

PART IV, LINE 2B:

“Tenant security deposits held in an escrow account.”

PART X, LINE 2:

“The organization is exempt from federal income tax under section 501(c)(3) of the internal revenue code. However, income from certain activities not directly related to the organization's tax-exempt purpose is subject to taxation as unrelated business income. In accordance with asc 740-10-50, the organization recognizes the tax benefits from uncertain tax positions only if it is more likely than not that the tax position will be sustained on examiniation by the taxing authorities. Management believes that the organization is currently operating in compliance with the applicable requirements of the internal revenue code. Therefore, no liability for unrecognized tax benefits has been included on the organization's financial statements. The exempt organization's informational returns are subject to audit by various taxing authorities.”

Raw XML AppendixShowing 400 of 599 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt062354
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt099581
IRS990/AccountsReceivableGrp/BOYAmt09459
IRS990/AccountsReceivableGrp/EOYAmt023894
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE AN INDEPENDENT SENIOR LIVING RESIDENCE WITH CONVENIENT SUPPORT OPTIONS, A VARIETY OF AMENITIES, AND FRIENDLY NEIGHBORS AND STAFF, ENABLING RESIDENTS TO LIVE LIFE TO ITS FULLEST WITH VALUE IN MIND.
IRS990/AdvertisingGrp/ProgramServicesAmt044808
IRS990/AdvertisingGrp/TotalAmt044808
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL PERRY
IRS990/BooksInCareOfDetail/PhoneNum05852188869
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03156 EAST AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014618
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0400
IRS990/CashNonInterestBearingGrp/EOYAmt0400
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd01
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0169815
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0385046
IRS990/CYOtherExpensesAmt01454411
IRS990/CYOtherRevenueAmt0198686
IRS990/CYProgramServiceRevenueAmt01370200
IRS990/CYRevenuesLessExpensesAmt0669336
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01454411
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02123747
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt020517
IRS990/DeferredRevenueGrp/EOYAmt010855
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0212001
IRS990/DepreciationDepletionGrp/TotalAmt0212001
IRS990/Desc0THE ORGANIZATION OPERATED A 148-UNIT SENIOR LIVING APARTMENT COMPLEX IN BRIGHTON, NEW YORK AND PROVIDED HOUSING AND AUXILIARY SERVICES FOR AGED PERSONS OF MODERATE INCOME.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt0116909
IRS990/EscrowAccountLiabilityGrp/EOYAmt0114741
IRS990/ExpenseAmt01315635
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt052682
IRS990/FeesForServicesAccountingGrp/TotalAmt052682
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0236
IRS990/FeesForServicesLegalGrp/TotalAmt0236
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt053298
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0583231
IRS990/FeesForServicesOtherGrp/TotalAmt0636529
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt026664
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt026664
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt036.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt135.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt237.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt336.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt12826
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1547240
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD AIKENS
IRS990/Form990PartVIISectionAGrp/PersonNm1EDWARD CARMEN IV
IRS990/Form990PartVIISectionAGrp/PersonNm2BARB COTE
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL CRANE
IRS990/Form990PartVIISectionAGrp/PersonNm4JOSEPH HICKS
IRS990/Form990PartVIISectionAGrp/PersonNm5JEAN MAESS
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVE NICHOLAS
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm8STANLEY PECK
IRS990/Form990PartVIISectionAGrp/PersonNm9KEVIN PHELPS
IRS990/Form990PartVIISectionAGrp/PersonNm10GLEN QUACKENBUSH
IRS990/Form990PartVIISectionAGrp/PersonNm11KIMBERLY WILBORN
IRS990/Form990PartVIISectionAGrp/PersonNm12GLEN COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm13MICHAEL PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm14DANIEL GOLDSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm15JAMES DEWHIRST
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1296539
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15230496
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13SENIOR VP/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15FORMER PRESIDENT/CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0334409
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02690673
IRS990/GrossReceiptsAmt04480011
IRS990/GrossRentsGrp/RealAmt042461
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt053850
IRS990/InsuranceGrp/TotalAmt053850
IRS990/InterestGrp/ProgramServicesAmt0104026
IRS990/InterestGrp/TotalAmt0104026
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0845
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0815
IRS990/InvestmentIncomeGrp/ExclusionAmt050637
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050637
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02807077
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02792893
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05633663
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01226432
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01448615
IRS990/LandBldgEquipCostOrOtherBssAmt07082278
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02356264
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE AN INDEPENDENT SENIOR LIVING RESIDENCE WITH CONVENIENT SUPPORT OPTIONS, A VARIETY OF AMENITIES, AND FRIENDLY NEIGHBORS AND STAFF, ENABLING RESIDENTS TO LIVE LIFE TO ITS FULLEST WITH VALUE IN MIND.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02634790
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02442392
IRS990/NetAssetsOrFundBalancesBOYAmt01838610
IRS990/NetAssetsOrFundBalancesEOYAmt02135379
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0334409
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0334409
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt042461
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt042461
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-372567
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0251846
IRS990/OccupancyGrp/TotalAmt0251846
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05896
IRS990/OfficeExpensesGrp/ProgramServicesAmt07674
IRS990/OfficeExpensesGrp/TotalAmt013570
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0426496
IRS990/OtherAssetsTotalGrp/EOYAmt0446597
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt032066
IRS990/OtherExpensesGrp/ProgramServicesAmt126133
IRS990/OtherExpensesGrp/TotalAmt032066
IRS990/OtherExpensesGrp/TotalAmt126133
IRS990/OtherLiabilitiesGrp/BOYAmt049026
IRS990/OtherLiabilitiesGrp/EOYAmt046118
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1DINING ROOM
IRS990/OtherRevenueMiscGrp/Desc2HOUSEKEEPING
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt063805
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt163687
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt228733
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt063805
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt163687
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt228733
IRS990/OtherRevenueTotalAmt0156225
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt078503
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt025138
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0776
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0853
IRS990/PrincipalOfficerNm0GLEN COOPER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01370200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01370200
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0128503
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0142133
IRS990/PYOtherExpensesAmt01469864
IRS990/PYOtherRevenueAmt0203364
IRS990/PYProgramServiceRevenueAmt01366149
IRS990/PYRevenuesLessExpensesAmt0370285
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01469864
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01840149
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0669336
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0169815
IRS990/RentalIncomeOrLossGrp/RealAmt042461
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01526425
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0172218
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0109861
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0169815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0128503
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0298318
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt093098
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0107756
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt060621
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt061713
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt059953
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0383141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01370200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01366149
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01314838
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01309186
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01308371
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06668744
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0156225
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0162284
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0191921
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0204831
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0212343
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0927604
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt093098
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0107756
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt060621
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt061713
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt059953
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0383141
IRS990ScheduleA/InvestmentIncomeCYPct00.04630
IRS990ScheduleA/InvestmentIncomePYPct00.04250
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95370
IRS990ScheduleA/PublicSupportPY509Pct00.95750
IRS990ScheduleA/PublicSupportTotal509Amt07894666
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01696240
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01656936
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01506759
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01514017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01520714
IRS990ScheduleA/Total509Grp/TotalAmt07894666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01789338
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01764692
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01567380
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01575730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01580667
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08277807
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,849,066
Liabilities
$2,713,687
Net assets
$2,135,379
Revenue
$2,123,747
Expenses
$1,454,411
Net income
$669,336
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.45$1.30$7.15$2.28$1.79$0.49
2023Detailed filing. Detailed filing data is available for this year.$8.04$1.42$6.62$2.15$1.77$0.38
2022Detailed filing. Detailed filing data is available for this year.$7.59$1.55$6.04$2.22$1.65$0.57
2021Detailed filing. Detailed filing data is available for this year.$7.87$1.83$6.04$2.26$1.53$0.73
2020Detailed filing. Detailed filing data is available for this year.$7.19$1.90$5.30$1.94$1.47$0.47
2019Detailed filing. Detailed filing data is available for this year.$6.63$2.04$4.59$1.94$1.52$0.42
2018Detailed filing. Detailed filing data is available for this year.$6.21$2.39$3.83$2.02$1.42$0.60
2017Detailed filing. Detailed filing data is available for this year.$6.03$2.41$3.61$1.93$1.24$0.68
2016Detailed filing. Detailed filing data is available for this year.$5.37$2.58$2.80$1.99$1.40$0.59
2015Detailed filing. Detailed filing data is available for this year.$4.85$2.71$2.14$2.12$1.45$0.67
2014Detailed filing. Detailed filing data is available for this year.$4.72$2.88$1.84$1.84$1.47$0.37
2013Detailed filing. Detailed filing data is available for this year.$4.57$3.07$1.50$1.73$1.46$0.27
2012Summary only. Only limited summary data is available for this year.$4.15$3.10$1.04$1.59$1.35$0.24
2011Summary only. Only limited summary data is available for this year.$3.85$3.20$0.65$1.68$1.52$0.15