Civic Intelligence

Stapeley Hall DBA Wesley Enhanced Living at Stapeley

990 • Fiscal year 2021 • EIN 23-2145152

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization ProfileWWW.WEL.ORG

View Organization Page

626 Jacksonville Road 200Warminster, PA 18974

(215) 354-0565

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.98x

Higher debt load relative to assets than 93% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

1.42x

Higher debt load relative to revenue than 84% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

26th percentile

1.9%

Higher net margin than 26% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

96th percentile

$1,372,818

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

18th percentile

-0.9%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

45th percentile

9.5%

Faster revenue growth than 45% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$27,952,324

Down $240,062 (-0.9%) from 2020

Net Assets

Up

$560,947

Up $929,033 (+252%) from 2020

Liabilities

Down

$27,391,377

Down $1,169,095 (-4.1%) from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin26th percentile

Revenue

Up

$19,280,063

Up $1,671,774 (+9.5%) from 2020

Expenses

Down

$18,919,065

Down $808,522 (-4.1%) from 2020

Net Income

Up

$360,998

Up $2,480,296 (+117%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$40M$30M$20M$10M$0-$10MAssets 2010: $19,177,404Liabilities 2010: $16,428,502Net Assets 2010: $2,748,9022010Assets 2011: $24,912,756Liabilities 2011: $15,129,347Net Assets 2011: $9,783,4092011Assets 2012: $29,893,230Liabilities 2012: $21,408,999Net Assets 2012: $8,484,2312012Assets 2013: $33,326,577Liabilities 2013: $25,264,940Net Assets 2013: $8,061,6372013Assets 2014: $34,090,594Liabilities 2014: $25,863,730Net Assets 2014: $8,226,8642014Assets 2015: $32,873,541Liabilities 2015: $25,570,362Net Assets 2015: $7,303,1792015Assets 2016: $28,268,315Liabilities 2016: $21,988,781Net Assets 2016: $6,279,5342016Assets 2017: $32,154,487Liabilities 2017: $26,865,981Net Assets 2017: $5,288,5062017Assets 2018: $30,926,697Liabilities 2018: $27,974,527Net Assets 2018: $2,952,1702018Assets 2019: $30,636,687Liabilities 2019: $29,197,371Net Assets 2019: $1,439,3162019Assets 2020: $28,192,386Liabilities 2020: $28,560,472Net Assets 2020: -$368,0862020Assets 2021: $27,952,324Liabilities 2021: $27,391,377Net Assets 2021: $560,9472021Assets 2022: $25,723,798Liabilities 2022: $28,519,948Net Assets 2022: -$2,796,1502022Assets 2023: $25,438,955Liabilities 2023: $28,764,944Net Assets 2023: -$3,325,9892023Assets 2024: $25,616,183Liabilities 2024: $29,954,191Net Assets 2024: -$4,338,0082024

Highlighted filing

2021

Assets$27,952,324
Liabilities$27,391,377
Net Assets$560,947
Open 2021 Filing

Operations Trend

Revenue Growth45th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $15,427,5942010Expenses 2011: $14,080,1982011Expenses 2012: $14,217,4172012Revenue 2013: $13,733,156Expenses 2013: $14,454,725Net Income 2013: -$721,5692013Revenue 2014: $14,928,923Expenses 2014: $14,866,721Net Income 2014: $62,2022014Revenue 2015: $14,684,902Expenses 2015: $15,328,029Net Income 2015: -$643,1272015Revenue 2016: $14,741,253Expenses 2016: $15,688,079Net Income 2016: -$946,8262016Revenue 2017: $15,994,978Expenses 2017: $16,503,203Net Income 2017: -$508,2252017Revenue 2018: $16,255,928Expenses 2018: $18,046,689Net Income 2018: -$1,790,7612018Revenue 2019: $16,386,379Expenses 2019: $18,778,776Net Income 2019: -$2,392,3972019Revenue 2020: $17,608,289Expenses 2020: $19,727,587Net Income 2020: -$2,119,2982020Revenue 2021: $19,280,063Expenses 2021: $18,919,065Net Income 2021: $360,9982021Revenue 2022: $17,171,744Expenses 2022: $19,153,455Net Income 2022: -$1,981,7112022Revenue 2023: $19,442,990Expenses 2023: $20,540,756Net Income 2023: -$1,097,7662023Revenue 2024: $19,453,590Expenses 2024: $20,601,815Net Income 2024: -$1,148,2252024

Highlighted filing

2021

Revenue$19,280,063
Expenses$18,919,065
Net Income$360,998
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Gross Receipts
$19,916,220
Mission and Program Overview

Mission

To provide residents, without regard to their religious, ethnic, racial or economic background, a high quality, moderately-priced continuum of retirement living settings and services strongly influenced by quaker principles of simplicity and acceptance of the integrity of each individual.

The organization operates a non-profit continuing care retirement community, including independent apartments, personal care apartments, and a skilled nursing facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$18,764,316$18,000,724▼ $763,592
Investments in Publicly Traded Securities$3,299,813$3,623,486▲ $323,673
Accounts Receivable$1,092,941$797,048▼ $295,893
Cash and Non-Interest-Bearing Accounts$76,077$73,744▼ $2,333
Prepaid Expenses and Deferred Charges$59,565$50,349▼ $9,216
Total Assets$28,192,386$27,952,324▼ $240,062
Other Assets Total$4,899,674$5,406,973▲ $507,299
Liabilities
Tax Exempt Bond Liabilities$21,980,226$21,655,893▼ $324,333
Accounts Payable and Accrued Expenses$2,647,039$2,750,978▲ $103,939
Other Liabilities$3,343,864$2,381,747▼ $962,117
Deferred Revenue$464,980$412,185▼ $52,795
Escrow Account Liability$121,310$190,574▲ $69,264
Unsecured Notes Loans Payable$3,053$0▼ $3,053
Total Liabilities$28,560,472$27,391,377▼ $1,169,095
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,052,414$5,543,413▲ $490,999
Net Assets Without Donor Restrictions$-5,420,500$-4,982,466▲ $438,034
Total Net Assets Fund Balance$-368,086$560,947▲ $929,033
Total Liabilities and Net Assets / Fund Balance$28,192,386$27,952,324▼ $240,062

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,821,527$8,513,395$24,334,922
Equipment$1,051,538$1,905,764$2,957,302
Land$1,100,000-$1,100,000
Other Land Buildings$27,659$86,861$114,520
Other Assets Org$74,722--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$40,259-▲ $16,776-$57,035
2020$58,153-▼ $17,894-$40,259
2019$54,422-▲ $3,731-$58,153
2018$63,081-▼ $8,659-$54,422
2017$65,609-▼ $2,528-$63,081
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth BeilerExecutive DirectorFT$157,839$13,762$171,601
PATRICK O'NEILSales & Business DevelopmentFT$88,428$63,935$152,363
Viji JojiRegistered NurseFT$112,687$9,584$122,271
Richard DonnellyRehabilitation Program ManFT$110,342$11,391$121,733
Taryn MitchellSpeech TherapistFT$102,424$11,304$113,728
Joseph NataleOccupational TherapistFT$102,301$11,014$113,315
Michael GriffinCFO--$69,067$69,067

Board Members and Trustees

NameTitle
Jeff PettyPresident and CEO
Ken FraniakCFO (until 8/6/2021)

Highest Paid Contractors

ContractorServicesLocationCompensation
Industrial MechanicalConstruction/renovation240 TANNER AVE, Hatboro, PA 19040$224,334
Saxton & Stump LLCLegal Services280 GRANITE RUN DRIVE, Lancaster, PA 17601$172,731
Unitex Textile Rental ServicesLinen / Laundry Rental Services401 SO MACQUESTEN PARKWAY, Mount Vernon, NY 10550$113,713
County Linen InteriorsConstruction/renovation276 COUNTY LINE ROAD, Colmar, PA 18915$104,791
Revenue and Support

Revenue Composition

Contributions and Grants
$2,912,705
Program Service Revenue
$16,170,250
Investment Income
$83,046
Other Revenue
$114,062
All Other Contributions
$521,317
Change in Net Assets
$360,998

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,280,063
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$304,527
Total Revenue per Audited Statements
$19,584,590
Total Revenue per Form 990
$19,280,063
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,712,653
Other Expenses$6,942,904
Grants and Similar Amounts Paid$263,508
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,433,156$899,939-$9,333,095
Interest$927,772$231,943-$1,159,715
Depreciation Depletion$910,049$227,512-$1,137,561
Other Employee Benefits$957,123$139,427-$1,096,550
Payroll Taxes$655,042$168,984-$824,026
Occupancy$764,562$17,038-$781,600
Fees for Services Other$469,334$178,669-$648,003
Office Expenses$458,515$68,298-$526,813
Fees for Services Legal-$508,743-$508,743
Pension Plan Contributions$346,658$-59,277-$287,381
Fees for Services Management-$264,118-$264,118
Grants to Domestic Individuals$263,508--$263,508
Current Officers, Directors, Trustees, and Key Employees$171,601--$171,601
Advertising-$133,071-$133,071
Insurance-$101,516-$101,516
Fees for Services Accounting-$28,624-$28,624
All Other Expenses$5,003$21,244-$26,247
Other Expenses$16,885$310,000-$16,885
Travel$1,073$2,880-$3,953
Total Functional Expenses$15,676,336$3,242,729$0$18,919,065

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$18,919,065
Expenses per Audited Statements$18,655,557
Total Expenses per Audited Statements$18,655,557
Expenses Not Reported on Financial Statements$263,508
Other Expense Adjustments$263,508
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$2,381,747

Bond Issues

BondIssuerIssuedIssue PricePurpose
APhiladelphia Authority for Industrial Development2017-08-15$13,731,307Refinancing and capital projects

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$13,732,125$10,129,895$326,211$361,703

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 1A

“The board of trustees may delegate from time to time certain powers to the chair and executive committee as may be needed or as may be required to transact business on behalf of the corporation.”

Form 990, Part VI, Section A, Line 6

“Member organization evangelical services for the aging is sole member of the organization.”

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

“The board of directors, executive directors, and president are elected by evangelical services for the aging, the member corporation.”

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

“The following decisions of the governing body are subject to the approval by the board of directors of evangelical services for the aging: approval of the annual budget, the occurrence of debts not included in the approved budget, the purchase, sale, or lease by or to the corporation of real property, the creation or amendments to the contracts with residents or other users of corporate services, transfers of funds or property to other corporations for which evangelical services for the aging is the sole member, and any amendment to the corporation's amended and restated articles of incorporation or bylaws.”

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

“The 990 is reviewed by the finance committee and presented to the full board of directors before the return is filed with the internal revenue service.”

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

“Board members and key staff are given a copy of the conflict of interest policy annually to review during the january board meeting. The policy outlines the guiding principles of the policy and disclosure requirements and procedures for dealing with conflicts of interest. In addition, board members and key staff are required to complete annual conflicts of interest and disclosure of related activities statements. "related" individuals shall not be placed in wesley enhanced living through employment, transfer, or promotion when such placement will result in one relative supervising another and/or having the responsibility to make or participate actively in making decisions regarding the "related" employee's employment status. Persons who have conflicts will be reviewed on a case-by-case basis and will abstain from both discussion and vote on any matter involving the conflict.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, financial statements, and form 990 are provided upon request. They are also available for inspection at the organization's office.”

Filing and Contact Details

Filer

Filer Name
Stapeley Hall
EIN
23-2145152
Phone
2153540565
Address
626 JACKSONVILLE ROAD 200, WARMINSTER, PA 18974
Doing Business As
Wesley Enhanced Living at Stapeley

Signing Officer

Name
Jeff Petty
Title
President and CEO
Phone
2153540565
Signed
2022-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Petty
Formed
1980
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
0
Employees
383
Volunteers
19

Preparer

Firm
Baker Tilly US Llp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest in perpetual trusts 490,999.”

Financial Statement Notes

PART IV, LINE 2B:

“Deposits include security deposits, priority deposits, and entrance fee deposits received from residents. No interest accrues on these deposits and they are refundable, less any expenses incurred on behalf of the resident.”

PART V, LINE 4:

“The endowment funds are to further support the mission of wesley enhanced living at stapeley.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of perpetual trusts 490,999. Resident assistance -263,508.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Resident assistance 263,508.”

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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt020488
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt15910
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt213762
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt31313
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt49584
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt511391
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt66535
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt711304
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt811014
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFF PETTY
IRS990/Form990PartVIISectionAGrp/PersonNm1KEN FRANIAK
IRS990/Form990PartVIISectionAGrp/PersonNm2KENNETH BEILER
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL GRIFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm4VIJI JOJI
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD DONNELLY
IRS990/Form990PartVIISectionAGrp/PersonNm6PATRICK O'NEIL
IRS990/Form990PartVIISectionAGrp/PersonNm7TARYN MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm8JOSEPH NATALE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2157839
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4112687
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5110342
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6145828
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7102424
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8102301
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt01352330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1517079
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt367754
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO (UNTIL 8/6/2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt4REGISTERED NURSE
IRS990/Form990PartVIISectionAGrp/TitleTxt5REHABILITATION PROGRAM MAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6SALES & BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7SPEECH THERAPIST
IRS990/Form990PartVIISectionAGrp/TitleTxt8OCCUPATIONAL THERAPIST
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt019400
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GovernmentGrantsAmt02391388
IRS990/GrantAmt0263508
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0263508
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0263508
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0655557
IRS990/GrossReceiptsAmt019916220
IRS990/GroupExemptionNum03423
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0101516
IRS990/InsuranceGrp/TotalAmt0101516
IRS990/InterestGrp/ManagementAndGeneralAmt0231943
IRS990/InterestGrp/ProgramServicesAmt0927772
IRS990/InterestGrp/TotalAmt01159715
IRS990/InvestmentIncomeGrp/ExclusionAmt063646
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt063646
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03299813
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03623486
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt031
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010506020
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018764316
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018000724
IRS990/LandBldgEquipCostOrOtherBssAmt028506744
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0636157
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt0450
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0450
IRS990/MissionDesc0TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-368086
IRS990/NetAssetsOrFundBalancesEOYAmt0560947
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt019400
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt019400
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt077036
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-5420500
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-4982466
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt017038
IRS990/OccupancyGrp/ProgramServicesAmt0764562
IRS990/OccupancyGrp/TotalAmt0781600
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt068298
IRS990/OfficeExpensesGrp/ProgramServicesAmt0458515
IRS990/OfficeExpensesGrp/TotalAmt0526813
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04899674
IRS990/OtherAssetsTotalGrp/EOYAmt05406973
IRS990/OtherChangesInNetAssetsAmt0490999
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0139427
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0957123
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01096550
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/Desc3RESIDENT ITEMS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0310000
IRS990/OtherExpensesGrp/ProgramServicesAmt0749168
IRS990/OtherExpensesGrp/ProgramServicesAmt1546887
IRS990/OtherExpensesGrp/ProgramServicesAmt216885
IRS990/OtherExpensesGrp/TotalAmt0749168
IRS990/OtherExpensesGrp/TotalAmt1546887
IRS990/OtherExpensesGrp/TotalAmt2310000
IRS990/OtherExpensesGrp/TotalAmt316885
IRS990/OtherLiabilitiesGrp/BOYAmt03343864
IRS990/OtherLiabilitiesGrp/EOYAmt02381747
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0FINANCE CHARGES
IRS990/OtherRevenueMiscGrp/Desc1DINING REVENUE
IRS990/OtherRevenueMiscGrp/Desc2MISC. REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt067214
IRS990/OtherRevenueMiscGrp/ExclusionAmt123223
IRS990/OtherRevenueMiscGrp/ExclusionAmt223175
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt067214
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt123223
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt223175
IRS990/OtherRevenueTotalAmt0114062
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0899939
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08433156
IRS990/OtherSalariesAndWagesGrp/TotalAmt09333095
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0168984
IRS990/PayrollTaxesGrp/ProgramServicesAmt0655042
IRS990/PayrollTaxesGrp/TotalAmt0824026
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0-59277
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0346658
IRS990/PensionPlanContributionsGrp/TotalAmt0287381
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt059565
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050349
IRS990/PrincipalOfficerNm0JEFF PETTY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0HEALTH CENTER
IRS990/ProgramServiceRevenueGrp/Desc1PERSONAL CARE
IRS990/ProgramServiceRevenueGrp/Desc2INDEPENDENT LIVING
IRS990/ProgramServiceRevenueGrp/Desc3ASSESSMENT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc4ENTRY FEE AMORTIZATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010644076
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13339670
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21401895
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3632191
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4152418
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010644076
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13339670
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21401895
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3632191
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4152418
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01462142
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0203012
IRS990/PYInvestmentIncomeAmt078775
IRS990/PYOtherExpensesAmt08197393
IRS990/PYOtherRevenueAmt090841
IRS990/PYProgramServiceRevenueAmt015976531
IRS990/PYRevenuesLessExpensesAmt0-2119298
IRS990/PYSalariesCompEmpBnftPaidAmt011327182
IRS990/PYTotalExpensesAmt019727587
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017608289
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0360998
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt016170250
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0125175
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0121025
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0117785
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0111648
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0109964
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0585597
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISC INCOME - 2017 AMOUNT: $ 124,684. 2018 AMOUNT: $ 172,167. 2019 AMOUNT: $ 19,049. 2020 AMOUNT: $ 5,790. 2021 AMOUNT: $ 23,175. TRANSPORTATION REVENUE - 2019 AMOUNT: $ 19,795. 2020 AMOUNT: $ 550. 2021 AMOUNT: $ 275. DINING REVENUE - 2019 AMOUNT: $ 62,289. 2020 AMOUNT: $ 37,278. 2021 AMOUNT: $ 23,223. APPLICATION FEES - 2019 AMOUNT: $ 400. INSURANCE REIMBURSEMENTS - 2019 AMOUNT: $ 32,537. 2020 AMOUNT: $ 1,680. SETTLEMENT - 2019 AMOUNT: $ 2,455. PCC ACTIVITY - 2020 AMOUNT: $ 3,360. COMMUNITY FEE - 2020 AMOUNT: $ 40,000. LOST BADGES - 2020 AMOUNT: $ 2,183. FINANCE CHARGES - 2021 AMOUNT: $ 67,214. GUEST STAYS - 2021 AMOUNT: $ 175.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02912705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01462142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0181499
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0176395
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0171708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04904449
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt063646
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt055032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt088209
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0130257
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt026705
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0363849
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016170250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015976531
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt015990363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt015777109
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015671881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt079586134
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt063646
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt055032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt088209
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0130257
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt026705
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0363849
IRS990ScheduleA/InvestmentIncomeCYPct00.00430
IRS990ScheduleA/InvestmentIncomePYPct00.00430
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0114062
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt090841

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,952,324
Liabilities
$27,391,377
Net assets
$560,947
Revenue
$19,280,063
Expenses
$18,919,065
Net income
$360,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.6$30.0$4.34$19.5$20.6$1.15
2023Detailed filing. Detailed filing data is available for this year.$25.4$28.8$3.33$19.4$20.5$1.10
2022Detailed filing. Detailed filing data is available for this year.$25.7$28.5$2.80$17.2$19.2$1.98
2021Detailed filing. Detailed filing data is available for this year.$28.0$27.4$0.56$19.3$18.9$0.36
2020Detailed filing. Detailed filing data is available for this year.$28.2$28.6$0.37$17.6$19.7$2.12
2019Detailed filing. Detailed filing data is available for this year.$30.6$29.2$1.44$16.4$18.8$2.39
2018Detailed filing. Detailed filing data is available for this year.$30.9$28.0$2.95$16.3$18.0$1.79
2017Detailed filing. Detailed filing data is available for this year.$32.2$26.9$5.29$16.0$16.5$0.51
2016Detailed filing. Detailed filing data is available for this year.$28.3$22.0$6.28$14.7$15.7$0.95
2015Detailed filing. Detailed filing data is available for this year.$32.9$25.6$7.30$14.7$15.3$0.64
2014Detailed filing. Detailed filing data is available for this year.$34.1$25.9$8.23$14.9$14.9$0.06
2013Detailed filing. Detailed filing data is available for this year.$33.3$25.3$8.06$13.7$14.5$0.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.9$21.4$8.48$14.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$15.1$9.78$14.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$16.4$2.75$15.4