Civic Intelligence

Luther Ridge at Middletown Inc

990 • Fiscal year 2015 • EIN 20-0216017

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 17, 2016

Organization ProfileWWW.ASCENTRIA.ORG
628 Congdon Street WestMiddletown, CT 06457

(860) 347-7144

Siviq Scores

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

Liabilities / Assets

49th percentile

0.10x

Higher debt load relative to assets than 49% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.09x

Higher debt load relative to revenue than 47% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

81st percentile

23%

Higher net margin than 81% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$228,260

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$1,116,092

Up $189,571 (+20%) from 2014

Net Assets

Up

$1,006,292

Up $147,913 (+17%) from 2014

Liabilities

Up

$109,800

Up $41,658 (+61%) from 2014

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin81st percentile

Revenue

Down

$1,191,346

Down $172,416 (-13%) from 2014

Expenses

Down

$914,279

Down $45,275 (-4.7%) from 2014

Net Income

Down

$277,067

Down $127,141 (-31%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$2.0M$1.0M$0-$1.0MAssets 2010: $1,043,755Liabilities 2010: $699,143Net Assets 2010: $344,6122010Assets 2011: $1,347,982Liabilities 2011: $694,128Net Assets 2011: $653,8542011Assets 2012: $1,504,392Liabilities 2012: $683,021Net Assets 2012: $821,3712012Assets 2013: $1,783,419Liabilities 2013: $479,248Net Assets 2013: $1,304,1712013Assets 2014: $926,521Liabilities 2014: $68,142Net Assets 2014: $858,3792014Assets 2015: $1,116,092Liabilities 2015: $109,800Net Assets 2015: $1,006,2922015Assets 2016: $1,344,802Liabilities 2016: $446,374Net Assets 2016: $898,4282016Assets 2017: $873,949Liabilities 2017: $455,772Net Assets 2017: $418,1772017Assets 2018: $738,541Liabilities 2018: $544,362Net Assets 2018: $194,1792018Assets 2019: $715,253Liabilities 2019: $725,670Net Assets 2019: -$10,4172019Assets 2020: $796,607Liabilities 2020: $1,067,563Net Assets 2020: -$270,9562020Assets 2021: $1,014,793Liabilities 2021: $1,481,395Net Assets 2021: -$466,6022021Assets 2022: $965,780Liabilities 2022: $1,310,705Net Assets 2022: -$344,9252022Assets 2023: $1,046,506Liabilities 2023: $1,515,761Net Assets 2023: -$469,2552023Assets 2024: $1,008,274Liabilities 2024: $1,831,371Net Assets 2024: -$823,0972024

Highlighted filing

2015

Assets$1,116,092
Liabilities$109,800
Net Assets$1,006,292
Open 2015 Filing

Operations Trend

Revenue Growth20th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,164,5052010Revenue 2011: $1,394,595Expenses 2011: $1,085,353Net Income 2011: $309,2422011Revenue 2012: $1,310,370Expenses 2012: $1,142,853Net Income 2012: $167,5172012Revenue 2013: $1,426,991Expenses 2013: $944,192Net Income 2013: $482,7992013Revenue 2014: $1,363,762Expenses 2014: $959,554Net Income 2014: $404,2082014Revenue 2015: $1,191,346Expenses 2015: $914,279Net Income 2015: $277,0672015Revenue 2016: $1,227,486Expenses 2016: $1,342,885Net Income 2016: -$115,3992016Revenue 2017: $1,034,832Expenses 2017: $1,153,247Net Income 2017: -$118,4152017Revenue 2018: $966,602Expenses 2018: $1,226,035Net Income 2018: -$259,4332018Revenue 2019: $913,910Expenses 2019: $1,156,076Net Income 2019: -$242,1662019Revenue 2020: $946,798Expenses 2020: $1,241,625Net Income 2020: -$294,8272020Revenue 2021: $1,093,233Expenses 2021: $1,364,261Net Income 2021: -$271,0282021Revenue 2022: $1,390,948Expenses 2022: $1,272,331Net Income 2022: $118,6172022Revenue 2023: $1,146,690Expenses 2023: $1,309,274Net Income 2023: -$162,5842023Revenue 2024: $1,120,115Expenses 2024: $1,513,022Net Income 2024: -$392,9072024

Highlighted filing

2015

Revenue$1,191,346
Expenses$914,279
Net Income$277,067
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 17, 2016
Return Version
2014v6.0
Gross Receipts
$1,191,346
Mission and Program Overview

Mission

We are called to strengthen communities by empowering people to respond to life's challenges.

ELDERLY ASSISTED LIVING.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$96,256$266,895▲ $170,639
Accounts Receivable$88,707$121,709▲ $33,002
Land, Buildings, and Equipment, Net$4,897$4,146▼ $751
Prepaid Expenses and Deferred Charges-$1,470-
Total Assets$926,521$1,116,092▲ $189,571
Other Assets Total$736,661$721,872▼ $14,789
Liabilities
Accounts Payable and Accrued Expenses$66,742$108,400▲ $41,658
Mortgage Notes Payable Secured by Investment Property$1,400$1,400→ $0
Total Liabilities$68,142$109,800▲ $41,658
Net Assets / Fund Balance
Unrestricted Net Assets$408,101$528,124▲ $120,023
Temporarily Rstr Net Assets$450,278$478,168▲ $27,890
Total Net Assets Fund Balance$858,379$1,006,292▲ $147,913
Total Liabilities and Net Assets / Fund Balance$926,521$1,116,092▲ $189,571

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,746$96,030$98,776
Land$1,400-$1,400
Other Assets Org$478,168--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$450,278-▲ $40,556$12,666$478,168
2013$408,409-▲ $73,336$31,467$450,278
2012$335,819-▲ $115,131$42,542$408,408
2011$311,182-▲ $37,161$12,524$335,819
2010$271,316-▲ $57,807$17,941$311,182
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleOtherTotal
Jodie JustofinVP of Strategic Marketing & Communication$152,559$152,559
William AmesSenior Regional VP of Operations$130,217$130,217
Nicholas RussoTreasurer$125,946$125,946
Michael AldenVP of Business Development$110,657$110,657
Alana GearyClerk$67,871$67,871

Board Members and Trustees

NameTitle
Jeff KinneyChair
Angela BovillPresident & CEO
William MayoVice Chair
Michael BalinskasDirector
Candace CramerChief Development Officer
Lisa CohenExecutive VP & CFO
Dana RamishExecutive VP & COO
Garth GreimannFinancial Secretary
Karen GaylinSecretary
Jean M JacksonVP of Hr
Jodie JustofinVP of Strategic Marketing & Communic
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,153,291
Investment Income
$0
Other Revenue
$38,055
Change in Net Assets
$277,067

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,191,346
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$12,666
Total Revenue per Audited Statements
$1,204,012
Total Revenue per Form 990
$1,191,346
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$713,789
Other Expenses$200,490
Total Fundraising Expense$305
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$562,216--$562,216
Other Employee Benefits$151,573--$151,573
Fees for Services Management-$51,572-$51,572
Fees for Services Accounting-$51,060-$51,060
Office Expenses$27,871--$27,871
Other Expenses$17,504--$17,504
Information Technology$13,507--$13,507
Insurance$6,682--$6,682
Travel$2,062--$2,062
Fees for Services Legal$1,937--$1,937
Depreciation Depletion$1,206--$1,206
All Other Expenses--$305$305
Total Functional Expenses$811,342$102,632$305$914,279

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$914,279
Total Expenses per Audited Statements$914,279
Total Expenses per Form 990$914,279
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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 ascentria care alliance, inc. (fka lutheran social services of new england, inc.).”

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

“The members of ascentria care alliance, inc.'s governing board elect all the members of this organization's governing board.”

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

“The transactions subject to member approval are acquisitions of debt, sale of assets, annual budget, mergers and bylaw revisions.”

Form 990, Part VI, Section B, Line 11

“Financial management will review the form 990 when it is completed. Ascentria care alliance, inc.'s (aca) audit committee provides secondary review and approval prior to submission to the irs. The complete form 990 is posted to the board intranet for review by the aca finance committee as well as all board members prior to filing with the irs.”

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

“All the members of the board of directors are required to complete a conflict of interest form annually to disclose any conflicts. Conflicts are reviewed by the ceo and the governance committee. Board members with conflicts are restricted on voting on any actions related to the conflict.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Luther Ridge at Middletown Inc
EIN
20-0216017
Phone
8603477144
Address
628 CONGDON STREET WEST, MIDDLETOWN, CT 06457

Signing Officer

Name
Lisa Cohen
Title
Executive VP & CFO
Phone
7742433900
Signed
2016-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela Bovill
Formed
2003
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
5
Employees
59
Volunteers
5

Preparer

Firm
Cliftonlarsonallen Llp
Address
300 CROWN COLONY DRIVE SUITE 310, QUINCY, MA 02169
Preparer
Judy Daley
Phone
6179848100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Equity transfer -169,710. Change in beneficial interest in na of related parties 40,556.”

Financial Statement Notes

PART V, LINE 4:

“The organization's endowment funds are used to support the organization's mission of providing services that contribute a lifestyle which enables senior adults to live with independence, security and dignity by providing assisted living services to the elderly.”

PART X, LINE 2:

“The organization is a not-for-profit corporation as described under section 501(c)(3) of the internal revenue code and is exempt from federal and state taxes on related income pursuant to section 501(a) of the code. The organization files as a tax-exempt organization. Should that status be challenged in the future, the entity's 2011 through 2014 tax years are open for examination by federal and state taxing authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Net assets released from restriction used for operations 12,666.”

Raw XML AppendixShowing 400 of 636 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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3FINANCIAL SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE VP & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE VP & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP OF HR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP OF STRATEGIC MARKETING & COMMUNICATION
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF DEVELOPMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SENIOR REGIONAL VP OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OF BUSINESS DEVELOPMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01191346
IRS990/GroupExemptionNum06011
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt013507
IRS990/InformationTechnologyGrp/TotalAmt013507
IRS990/InsuranceGrp/ProgramServicesAmt06682
IRS990/InsuranceGrp/TotalAmt06682
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt096030
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04897
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04146
IRS990/LandBldgEquipCostOrOtherBssAmt0100176
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE ARE CALLED TO STRENGTHEN COMMUNITIES BY EMPOWERING PEOPLE TO RESPOND TO LIFE'S CHALLENGES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01400
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01400
IRS990/NetAssetsOrFundBalancesBOYAmt0858379
IRS990/NetAssetsOrFundBalancesEOYAmt01006292
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt027871
IRS990/OfficeExpensesGrp/TotalAmt027871
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0736661
IRS990/OtherAssetsTotalGrp/EOYAmt0721872
IRS990/OtherChangesInNetAssetsAmt0-129154
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0151573
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0151573
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1RESIDENT CARE COSTS
IRS990/OtherExpensesGrp/ProgramServicesAmt026784
IRS990/OtherExpensesGrp/ProgramServicesAmt117504
IRS990/OtherExpensesGrp/TotalAmt026784
IRS990/OtherExpensesGrp/TotalAmt117504
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt038055
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt038055
IRS990/OtherRevenueTotalAmt038055
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0562216
IRS990/OtherSalariesAndWagesGrp/TotalAmt0562216
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01470
IRS990/PrincipalOfficerNm0ANGELA BOVILL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0ASSISTED LIVING SERVICE INCOME
IRS990/ProgramServiceRevenueGrp/Desc1CORE SERVICES REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01005359
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1147932
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01005359
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1147932
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt073336
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0192797
IRS990/PYOtherRevenueAmt043738
IRS990/PYProgramServiceRevenueAmt01246688
IRS990/PYRevenuesLessExpensesAmt0404208
IRS990/PYSalariesCompEmpBnftPaidAmt0766757
IRS990/PYTotalExpensesAmt0959554
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01363762
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0277067
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01191346
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt073336
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0115131
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt057807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0283435
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01153291
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01246688
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01311860
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01216187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01336788
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06264814
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt038055
IRS990ScheduleA/OtherIncome509Grp/TotalAmt038055
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98250
IRS990ScheduleA/PublicSupportPY509Pct00.99170
IRS990ScheduleA/PublicSupportTotal509Amt06471222
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt016947
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt014210
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt016483
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt029387
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt077027
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt016947
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt014210
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt016483
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt029387
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt077027
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01153291
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01320024
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01426991
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01253348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01394595
IRS990ScheduleA/Total509Grp/TotalAmt06548249
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01191346
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01320024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01426991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01253348
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01394595
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06586304
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0450278
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0478168
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt040556
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt012666
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0408409
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0450278
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt073336
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt031467
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0335819
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0408408
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0115131
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt042542
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0311182
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0335819
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt037161
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt012524
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0271316
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0311182
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057807
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt017941
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02746
IRS990ScheduleD/EquipmentGrp/DepreciationAmt096030
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt098776
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0914279
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01400
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01400
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0243704
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1478168
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM RELATED PARTIES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1BENEFICIAL INTEREST IN NET ASSETS OF RELATED PARTIES
IRS990ScheduleD/OtherRevenueAmt012666
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/RelatedOrgListSchRInd00
IRS990ScheduleD/RevenueNotReportedAmt012666
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01191346
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE ORGANIZATION'S MISSION OF PROVIDING SERVICES THAT CONTRIBUTE A LIFESTYLE WHICH ENABLES SENIOR ADULTS TO LIVE WITH INDEPENDENCE, SECURITY AND DIGNITY BY PROVIDING ASSISTED LIVING SERVICES TO THE ELDERLY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, THE ENTITY'S 2011 THROUGH 2014 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2NET ASSETS RELEASED FROM RESTRICTION USED FOR OPERATIONS 12,666.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,116,092
Liabilities
$109,800
Net assets
$1,006,292
Revenue
$1,191,346
Expenses
$914,279
Net income
$277,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$1.83$0.82$1.12$1.51$0.39
2023Detailed filing. Detailed filing data is available for this year.$1.05$1.52$0.47$1.15$1.31$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.97$1.31$0.34$1.39$1.27$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.01$1.48$0.47$1.09$1.36$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.80$1.07$0.27$0.95$1.24$0.29
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.73$0.01$0.91$1.16$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.54$0.19$0.97$1.23$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.46$0.42$1.03$1.15$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.45$0.90$1.23$1.34$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.11$1.01$1.19$0.91$0.28
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.07$0.86$1.36$0.96$0.40
2013Summary only. Only limited summary data is available for this year.$1.78$0.48$1.30$1.43$0.94$0.48
2012Summary only. Only limited summary data is available for this year.$1.50$0.68$0.82$1.31$1.14$0.17
2011Summary only. Only limited summary data is available for this year.$1.35$0.69$0.65$1.39$1.09$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.70$0.34$1.16