Civic Intelligence

The Martin and Edith Stein Assisted Living Residence Inc.

990 • Fiscal year 2013 • EIN 22-3700189

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 04, 2014

Organization ProfileWWW.WILFCAMPUS.ORG
350 Demott Lane08873

(732) 568-1155

Siviq Scores

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

Liabilities / Assets

48th percentile

0.76x

Higher debt load relative to assets than 48% of similar nonprofits.

2013 filings • NTEE L • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

36th percentile

1.73x

Higher debt load relative to revenue than 36% of similar nonprofits.

2013 filings • NTEE L • $10M-$25M nonprofits • Source year 2013

Net Margin

56th percentile

3.2%

Higher net margin than 56% of similar nonprofits.

2013 filings • NTEE L • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

58th percentile

$189,358

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

16th percentile

-4.6%

Faster asset growth than 16% of similar nonprofits.

2013 filings • NTEE L • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$13,081,206

Down $637,802 (-4.6%) from 2012

Net Assets

Up

$3,087,820

Up $183,026 (+6.3%) from 2012

Liabilities

Down

$9,993,386

Down $820,828 (-7.6%) from 2012

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin56th percentile

Revenue

$5,778,932

No earlier filing loaded for comparison.

Expenses

Up

$5,595,905

Up $362,325 (+6.9%) from 2012

Net Income

$183,027

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$15M$10M$5.0M$0Assets 2010: $14,952,665Liabilities 2010: $14,087,735Net Assets 2010: $864,9302010Assets 2011: $13,790,546Liabilities 2011: $12,259,809Net Assets 2011: $1,530,7372011Assets 2012: $13,719,008Liabilities 2012: $10,814,214Net Assets 2012: $2,904,7942012Assets 2013: $13,081,206Liabilities 2013: $9,993,386Net Assets 2013: $3,087,8202013Assets 2014: $12,584,642Liabilities 2014: $9,182,310Net Assets 2014: $3,402,3322014Assets 2015: $12,634,381Liabilities 2015: $8,194,064Net Assets 2015: $4,440,3172015Assets 2016: $11,769,100Liabilities 2016: $7,056,955Net Assets 2016: $4,712,1452016Assets 2017: $10,986,600Liabilities 2017: $6,061,949Net Assets 2017: $4,924,6512017Assets 2018: $11,119,942Liabilities 2018: $5,601,774Net Assets 2018: $5,518,1682018Assets 2019: $10,669,815Liabilities 2019: $5,103,234Net Assets 2019: $5,566,5812019Assets 2020: $9,264,598Liabilities 2020: $4,568,248Net Assets 2020: $4,696,3502020Assets 2021: $9,023,708Liabilities 2021: $3,739,554Net Assets 2021: $5,284,1542021Assets 2022: $9,062,258Liabilities 2022: $3,430,525Net Assets 2022: $5,631,7332022Assets 2023: $8,689,600Liabilities 2023: $3,559,262Net Assets 2023: $5,130,3382023Assets 2024: $8,328,494Liabilities 2024: $1,581,618Net Assets 2024: $6,746,8762024

Highlighted filing

2013

Assets$13,081,206
Liabilities$9,993,386
Net Assets$3,087,820
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,820,7822010Expenses 2011: $4,937,7202011Expenses 2012: $5,233,5802012Revenue 2013: $5,778,932Expenses 2013: $5,595,905Net Income 2013: $183,0272013Revenue 2014: $6,007,624Expenses 2014: $5,693,112Net Income 2014: $314,5122014Revenue 2015: $6,829,699Expenses 2015: $5,803,911Net Income 2015: $1,025,7882015Revenue 2016: $6,286,108Expenses 2016: $6,014,280Net Income 2016: $271,8282016Revenue 2017: $6,429,554Expenses 2017: $6,217,048Net Income 2017: $212,5062017Revenue 2018: $6,515,027Expenses 2018: $5,921,510Net Income 2018: $593,5172018Revenue 2019: $6,011,221Expenses 2019: $5,962,808Net Income 2019: $48,4132019Revenue 2020: $6,215,000Expenses 2020: $7,085,231Net Income 2020: -$870,2312020Revenue 2021: $7,554,039Expenses 2021: $6,966,235Net Income 2021: $587,8042021Revenue 2022: $8,193,886Expenses 2022: $7,845,771Net Income 2022: $348,1152022Revenue 2023: $8,346,151Expenses 2023: $8,847,546Net Income 2023: -$501,3952023Revenue 2024: $11,118,768Expenses 2024: $9,502,230Net Income 2024: $1,616,5382024

Highlighted filing

2013

Revenue$5,778,932
Expenses$5,595,905
Net Income$183,027
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 4, 2014
Return Version
2013v3.0
Gross Receipts
$5,778,932
Mission and Program Overview

Mission

To establish, maintain & operate an assisted living facility for the elderly & disabled without regard to race, sex, age, creed or national origin. To sponsor, promote & assist in the establishment or maintenance of activities relating to human health & social well-being, and the provision of care, to the elderly disabled.

Operation of an assisted living facility for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,807,780$10,602,766▼ $205,014
Savings and Temporary Cash Investments$1,789,899$1,559,483▼ $230,416
Intangible Assets$426,404$364,998▼ $61,406
Other Notes and Loans Receivable, Net$254,600$82,793▼ $171,807
Prepaid Expenses and Deferred Charges$42,544$49,321▲ $6,777
Accounts Receivable$12,738$45,128▲ $32,390
Cash and Non-Interest-Bearing Accounts$1,781$1,861▲ $80
Total Assets$13,719,008$13,081,206▼ $637,802
Other Assets Total$383,262$374,856▼ $8,406
Liabilities
Mortgage Notes Payable Secured by Investment Property$10,240,000$9,330,000▼ $910,000
Escrow Account Liability$379,867$366,494▼ $13,373
Accounts Payable and Accrued Expenses$190,866$173,770▼ $17,096
Deferred Revenue-$113,100-
Other Liabilities$3,481$10,022▲ $6,541
Total Liabilities$10,814,214$9,993,386▼ $820,828
Net Assets / Fund Balance
Unrestricted Net Assets$2,904,794$3,087,820▲ $183,026
Total Net Assets Fund Balance$2,904,794$3,087,820▲ $183,026
Total Liabilities and Net Assets / Fund Balance$13,719,008$13,081,206▼ $637,802

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,040,712$3,345,832$13,386,544
Equipment$-275,337$1,488,772$1,213,435
Land$800,000-$800,000
Other Land Buildings$37,391$6,841$44,232
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anna SimmonsExecutive DirectorFT$133,159$10,545$143,704
Robert BarryCFO--$72,090$72,090
Susan HarrisCEOFT$10,951$1,299$12,250

Board Members and Trustees

NameTitle
David WormserPresident
Gerald StaffinVice President
Bert WolfTrustee
Roy TanzmanTrustee
Steven FuerstTrustee
William DavidsonTrustee
Susan GreensteinSecretary
Ivan GreensteinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$545
Program Service Revenue
$5,618,383
Investment Income
$1,602
Other Revenue
$158,402
Change in Net Assets
$183,027

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,778,932
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,778,932
Total Revenue per Form 990
$5,778,932
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,274,928
Other Expenses$2,320,977
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,124,231$317,149-$2,441,380
Depreciation Depletion$530,990--$530,990
Other Employee Benefits$299,495$64,219-$363,714
Occupancy$270,999--$270,999
Payroll Taxes$188,174$47,768-$235,942
Current Officers, Directors, Trustees, and Key Employees-$233,892-$233,892
Office Expenses$106,386$58,698-$165,084
Interest$141,675--$141,675
Fees for Services Other$85,141$26,435-$111,576
Advertising$105,345--$105,345
Insurance-$67,567-$67,567
Other Expenses$30,943--$30,943
Fees for Services Accounting-$26,997-$26,997
Travel$18,684$3,027-$21,711
Information Technology-$17,936-$17,936
All Other Expenses$10,174$7,735-$17,909
Fees for Services Legal-$10,806-$10,806
Conferences and Meetings-$9,557-$9,557
Total Functional Expenses$4,704,119$891,786$0$5,595,905

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,595,906
Total Expenses per Audited Statements$5,595,906
Total Expenses per Form 990$5,595,906
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 Affiliates$6,773
Resident Patient Needs$3,249
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
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 A, Line 2

“Ivan & susan greenstein are married to each other.”

Form 990, Part VI, Section B, Line 11

“Once the draft 990 is reviewed and approved by the audit committee, every member of the board of trustees is provided with the 990 at least 7 days prior to the board meeting at which it will be reviewed and considered for acceptance. At that meeting, a full review and discussion, including responding to any questions a trustee may ask, takes place. If and when all participating trustees are comfortable with and understand the content of the 990, they are asked to pass a resolution to accept and file the 990 as presented.”

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

“Annually all officers, directors, trustees and key employees receive a conflict of interest policy to be reviewed and returned by january 31st. The president of the board and cfo review and bring any conflicts to the executive committee for consideration. The executive committee reviews all disclosed conflicts, makes a determination as to the potential significance of each conflict, and if necessary makes the decision of how to negate each conflict.”

Form 990, Part VI, Section B, Line 15

“Annually, the executive committee reviews the compensation package for the ceo, cao and the executive directors for each entity based upon compensation paid by comparable organizations for comparable positions. Also the professional service agreement for the consulting cfo is reviewed and renewed annually based upon comparable cfo salaries. This process is documented in the executive committee based upon recordings of those meetings. The process was last done in november 2013 for compensation adjustments effective on jan 1, 2014.”

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 written request.”

Filing and Contact Details

Filer

EIN
22-3700189
Phone
7325681155

Signing Officer

Name
Robert Barry
Title
CFO
Phone
7325681155
Signed
2014-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Harris
Formed
1999
Legal Domicile
Nj
Voting Board Members
8
Independent Board Members
8
Employees
123
Volunteers
23

Preparer

Preparer
Julius Green CPA
Phone
2159720701
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 1B:

“The organization collects a "deposit" for each resident upon their moving in to the facility”

PART IV, LINE 2B:

“The escrow deposits are maintained in a separate bank account. The balance sheet reflects the cash as an asset in other assets and also reflects a liability on form 990, part x, line 21.”

PART X, LINE 2:

“The facility accounts for uncertainty in income taxes using a recognition threshold of more-likely-than not to be a sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined there were no tax uncertainties that met the recognition threshold in 2013 and 2012. The facility's federal exempt organization business income tax returns for years ended prior to december 31, 2010 are no longer subject to examination by the internal revenue service.”

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IRS990/Desc0THE MARTIN AND EDITH STEIN ASSISTED LIVING RESIDENCE IS A NON-PROFIT ASSISTED LIVING RESIDENCE. THE STEIN RESIDENCE OPENED IN MAY 2003. EACH RESIDENT RECEIVES THE LEVEL OF PERSONALIZED SUPPORT HE OR SHE NEEDS. SERVICES INCLUDE ASSISTANCE WITH BATHING, DRESSING AND MEDICATION MANAGEMENT; LICENSED NURSE ON PREMISES 24/7, GLATT KOSHER MEALS; HOUSEKEEPING AND LINEN SERVICE, EMERGENCY RESPONSE SYSTEMS, RECREATIONAL, SOCIAL AND CULTURAL ACTIVITIES, RELIGIOUS OBSERVANCES, TRANSPORTATION TO MEDICAL APPOINTMENTS, ON-SITE PHYSICAL THERAPY, LIBRARY, COMPUTER LAB AND BEAUTY SALON. FOR PEOPLE WITH ALZHEIMER'S DISEASE AND OTHER FORMS OF MEMORY IMPAIRMENT, WE HAVE A SEPARATE MEMORY CARE NEIGHBORHOOD WHICH PROVIDES SPECIALIZED CARE IN A HOME-LIKE SETTING WITH ADDITIONAL SAFETY FEATURES TO PREVENT WANDERING. WE ALSO HAVE THE CAPACITY FOR RESPITE-CARE. STEIN RESIDENCE HAS THE CAPACITY FOR 90 RESIDENTS. IN 2013, WE SERVED 113 UNIQUE RESIDENTS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
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IRS990/FormationYr01999
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05778932
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt017936
IRS990/InformationTechnologyGrp/TotalAmt017936
IRS990/InsuranceGrp/ManagementAndGeneralAmt067567
IRS990/InsuranceGrp/TotalAmt067567
IRS990/IntangibleAssetsGrp/BOYAmt0426404
IRS990/IntangibleAssetsGrp/EOYAmt0364998
IRS990/InterestGrp/ProgramServicesAmt0141675
IRS990/InterestGrp/TotalAmt0141675
IRS990/InvestmentIncomeGrp/ExclusionAmt01602
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01602
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04841445
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010807780
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010602766
IRS990/LandBldgEquipCostOrOtherBssAmt015444211
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt021408
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt021408
IRS990/MissionDesc0TO ESTABLISH, MAINTAIN & OPERATE AN ASSISTED LIVING FACILITY FOR THE ELDERLY & DISABLED WITHOUT REGARD TO RACE, SEX, AGE, CREED OR NATIONAL ORIGIN. TO SPONSOR, PROMOTE & ASSIST IN THE ESTABLISHMENT OR MAINTENANCE OF ACTIVITIES RELATING HUMAN HEALTH & SOCIAL WELL-BEING, AND THE PROVISION OF CARE, TO THE ELDERLY DISABLED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt010240000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt09330000
IRS990/NetAssetsOrFundBalancesBOYAmt02904794
IRS990/NetAssetsOrFundBalancesEOYAmt03087820
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0270999
IRS990/OccupancyGrp/TotalAmt0270999
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt058698
IRS990/OfficeExpensesGrp/ProgramServicesAmt0106386
IRS990/OfficeExpensesGrp/TotalAmt0165084
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0383262
IRS990/OtherAssetsTotalGrp/EOYAmt0374856
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt064219
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0299495
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0363714
IRS990/OtherExpensesGrp/Desc0FOOD & DIETARY
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MEDICAL EXPENSES
IRS990/OtherExpensesGrp/Desc3BEAUTY PARLOR EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0545545
IRS990/OtherExpensesGrp/ProgramServicesAmt1209244
IRS990/OtherExpensesGrp/ProgramServicesAmt237093
IRS990/OtherExpensesGrp/ProgramServicesAmt330943
IRS990/OtherExpensesGrp/TotalAmt0545545
IRS990/OtherExpensesGrp/TotalAmt1209244
IRS990/OtherExpensesGrp/TotalAmt237093
IRS990/OtherExpensesGrp/TotalAmt330943
IRS990/OtherLiabilitiesGrp/BOYAmt03481
IRS990/OtherLiabilitiesGrp/EOYAmt010022
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0SPECIAL EVENTS DINNER
IRS990/OtherRevenueMiscGrp/Desc1BEAUTY/BARBER REVENUE
IRS990/OtherRevenueMiscGrp/Desc2GUEST MEALS
IRS990/OtherRevenueMiscGrp/ExclusionAmt098593
IRS990/OtherRevenueMiscGrp/ExclusionAmt134005
IRS990/OtherRevenueMiscGrp/ExclusionAmt24396
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt098593
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt134005
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt24396
IRS990/OtherRevenueTotalAmt0158402
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0317149
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02124231
IRS990/OtherSalariesAndWagesGrp/TotalAmt02441380
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0254600
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt082793
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt047768
IRS990/PayrollTaxesGrp/ProgramServicesAmt0188174
IRS990/PayrollTaxesGrp/TotalAmt0235942
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042544
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt049321
IRS990/PrincipalOfficerNm0SUSAN HARRIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0ASSISTED LIVING FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05618383
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05618383
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01000169
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02995
IRS990/PYOtherExpensesAmt02480582
IRS990/PYOtherRevenueAmt0111927
IRS990/PYProgramServiceRevenueAmt05492546
IRS990/PYRevenuesLessExpensesAmt01374057
IRS990/PYSalariesCompEmpBnftPaidAmt02752998
IRS990/PYTotalExpensesAmt05233580
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06607637
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0183027
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0545
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05618383
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01789899
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01559483
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05618928
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06492715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05549922
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05284734
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05162455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028108754
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01602
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02995
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04410
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01248
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt020185
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt030440
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01602
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02995
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04410
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01248
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt020185
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt030440
IRS990ScheduleA/InvestmentIncomeCYPct00.00110
IRS990ScheduleA/InvestmentIncomePYPct00.00190
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0158402
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0111927
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt049195
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt046806
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt047935
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0414265
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98440
IRS990ScheduleA/PublicSupportPY509Pct00.98740
IRS990ScheduleA/PublicSupportTotal509Amt028108754
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05618928
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06492715
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05549922
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05284734
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05162455
IRS990ScheduleA/Total509Grp/TotalAmt028108754
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05778932
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06607637
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05603527
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05332788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05230575
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt028553459
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt0123016
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt0385483
IRS990ScheduleD/BuildingsGrp/BookValueAmt010040712
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03345832
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013386544
IRS990ScheduleD/DistributionsDuringYearAmt0136390
IRS990ScheduleD/EndingBalanceAmt0372109
IRS990ScheduleD/EquipmentGrp/BookValueAmt0-275337
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01488772
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01213435
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05595906
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt0800000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0800000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt037391
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06841
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt044232
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03249
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16773
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDENT PATIENT NEEDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05778932
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION COLLECTS A "DEPOSIT" FOR EACH RESIDENT UPON THEIR MOVING IN TO THE FACILITY

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,081,206
Liabilities
$9,993,386
Net assets
$3,087,820
Revenue
$5,778,932
Expenses
$5,595,905
Net income
$183,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.33$1.58$6.75$11.1$9.50$1.62
2023Summary only. Only limited summary data is available for this year.$8.69$3.56$5.13$8.35$8.85$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.06$3.43$5.63$8.19$7.85$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.02$3.74$5.28$7.55$6.97$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.26$4.57$4.70$6.22$7.09$0.87
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$5.10$5.57$6.01$5.96$0.05
2018Summary only. Only limited summary data is available for this year.$11.1$5.60$5.52$6.52$5.92$0.59
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$6.06$4.92$6.43$6.22$0.21
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$7.06$4.71$6.29$6.01$0.27
2015Summary only. Only limited summary data is available for this year.$12.6$8.19$4.44$6.83$5.80$1.03
2014Detailed filing. Detailed filing data is available for this year.$12.6$9.18$3.40$6.01$5.69$0.31
2013Detailed filing. Detailed filing data is available for this year.$13.1$9.99$3.09$5.78$5.60$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$10.8$2.90$5.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$12.3$1.53$4.94
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$14.1$0.86$4.82
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $10M-$25M nonprofits