Civic Intelligence

Waverly Heights Ltd

990T • Fiscal year 2020 • EIN 23-2212842

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 20, 2021

Organization ProfileWWW.WAVERLYHEIGHTSLTD.ORG

View Organization Page

1400 Waverly RoadGladwyne, PA 19035-1254

(610) 645-8600

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200M$100M$0-$100MAssets 2010: $109,971,007Liabilities 2010: $107,352,428Net Assets 2010: $2,618,5792010Assets 2011: $106,221,178Liabilities 2011: $106,277,022Net Assets 2011: -$55,8442011Assets 2012: $109,026,283Liabilities 2012: $108,170,990Net Assets 2012: $855,2932012Assets 2013: $111,019,604Liabilities 2013: $108,923,029Net Assets 2013: $2,096,5752013Assets 2014: $113,551,215Liabilities 2014: $108,978,767Net Assets 2014: $4,572,4482014Assets 2015: $116,326,578Liabilities 2015: $110,347,861Net Assets 2015: $5,978,7172015Assets 2016: $123,850,577Liabilities 2016: $114,036,333Net Assets 2016: $9,814,2442016Assets 2017: $146,082,860Liabilities 2017: $129,888,558Net Assets 2017: $16,194,3022017Assets 2018: $153,067,051Liabilities 2018: $137,728,892Net Assets 2018: $15,338,1592018Assets 2019: $158,618,595Liabilities 2019: $178,323,301Net Assets 2019: -$19,704,7062019Assets 2020: $163,972,958Liabilities 2020: $177,581,411Net Assets 2020: -$13,608,4532020Assets 2021: $173,204,853Liabilities 2021: $183,061,451Net Assets 2021: -$9,856,5982021Assets 2022: $165,224,708Liabilities 2022: $187,749,967Net Assets 2022: -$22,525,2592022Assets 2023: $170,339,090Liabilities 2023: $186,097,373Net Assets 2023: -$15,758,2832023Assets 2024: $179,610,330Liabilities 2024: $190,882,961Net Assets 2024: -$11,272,6312024

Latest loaded filing

2024

Assets$179,610,330
Liabilities$190,882,961
Net Assets-$11,272,631
Open 2024 Filing

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $24,919,6532010Expenses 2011: $24,767,9982011Expenses 2012: $24,403,3062012Revenue 2013: $26,606,357Expenses 2013: $26,382,945Net Income 2013: $223,4122013Revenue 2014: $28,542,130Expenses 2014: $27,374,352Net Income 2014: $1,167,7782014Revenue 2015: $30,281,402Expenses 2015: $28,600,933Net Income 2015: $1,680,4692015Revenue 2016: $31,812,744Expenses 2016: $29,258,178Net Income 2016: $2,554,5662016Revenue 2017: $31,618,599Expenses 2017: $30,045,923Net Income 2017: $1,572,6762017Revenue 2018: $36,015,559Expenses 2018: $33,268,451Net Income 2018: $2,747,1082018Revenue 2019: $36,101,398Expenses 2019: $34,777,761Net Income 2019: $1,323,6372019Revenue 2020: $37,285,670Expenses 2020: $36,018,131Net Income 2020: $1,267,5392020Revenue 2021: $38,333,500Expenses 2021: $35,763,651Net Income 2021: $2,569,8492021Revenue 2022: $38,213,584Expenses 2022: $37,708,504Net Income 2022: $505,0802022Revenue 2023: $39,915,045Expenses 2023: $39,161,285Net Income 2023: $753,7602023Revenue 2024: $40,822,392Expenses 2024: $41,217,407Net Income 2024: -$395,0152024

Latest loaded filing

2024

Revenue$40,822,392
Expenses$41,217,407
Net Income-$395,015
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 20, 2021
Return Version
2020v1.1
Mission and Program Overview

Mission

Waverly heights is a not for profit corporation established to provide seniors an exceptional lifestyle within a compassionate and respectful community.

Filing and Contact Details

Filer

Filer Name
Waverly Heights Ltd
EIN
23-2212842
Phone
6106458600
Address
1400 WAVERLY ROAD, GLADWYNE, PA 19035-1254

Signing Officer

Name
Robert L Supper
Title
Senior VP & CFO
Phone
6106458600
Signed
2021-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE SUITE 400, PLYMOUTH MEETING, PA 19462
Preparer
Seth Brody
Phone
2156433900
Raw XML Appendix122 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
IRS990T/BooksInCareOfDetail/PersonNm0ROBERT L SUPPER
IRS990T/BooksInCareOfDetail/PhoneNum06106458600
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01400 WAVERLY ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0GLADWYNE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0190351254
IRS990T/BookValueAssetsEOYAmt0163972958
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt06775
IRS990T/EstimatedTaxPaymentsAmt0255000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cCorporationInd0X
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IRS990T/OverpaymentSection/OverpaymentAmt030485
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
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IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm0THOMAS P GARVIN
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct00.08700
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt0PRESIDENT & CEO
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt032219
IRS990TScheduleA/OtherDeductionsAmt0300
IRS990TScheduleA/OtherIncomeAmt0865095
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IRS990TScheduleA/SalariesAndWagesAmt0793931
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IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt00
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IRS990TScheduleA/TotalDeductionSetAsidesAmt00
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IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
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IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01076892
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt132219
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01076892
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1865095
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01076892
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1865095
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0S-CORPORATION PASS-THROUGH ACTIVITY
IRS990TScheduleA/TradeOrBusinessDesc1MANAGEMENT SERVICES
IRS990TScheduleA/UBIBeforeNOLDedAmt01076892
IRS990TScheduleA/UBIBeforeNOLDedAmt1-10529
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01076892
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-10529
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0224515
IRS990T/TaxLessCreditsAmt0224515
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0255000
IRS990T/TotalTaxAmt0224515
IRS990T/TotalTaxComputationAmt0224515
IRS990T/TotalUBTIAmt01069117
IRS990T/TotalUBTIBeforeNOLSpecificAmt01070117
IRS990T/TotalUBTIBeforeSection199AAmt01070117
IRS990T/TotalUBTIComputedAmt01076892
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT L SUPPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP & CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06106458600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAVERLY HEIGHTS LTD
ReturnHeader/Filer/BusinessNameControlTxt0WAVE
ReturnHeader/Filer/EIN0232212842
ReturnHeader/Filer/PhoneNum06106458600
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 WAVERLY ROAD
ReturnHeader/Filer/USAddress/CityNm0GLADWYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0190351254
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0610 W GERMANTOWN PIKE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLYMOUTH MEETING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019462
ReturnHeader/PreparerPersonGrp/PhoneNum02156433900
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SETH BRODY
ReturnHeader/ReturnTs02021-10-22T11:01:55-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SUPPER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$180$191$11.3$40.8$41.2$0.40
2023Detailed filing. Detailed filing data is available for this year.$170$186$15.8$39.9$39.2$0.75
2022Detailed filing. Detailed filing data is available for this year.$165$188$22.5$38.2$37.7$0.51
2021Detailed filing. Detailed filing data is available for this year.$173$183$9.86$38.3$35.8$2.57
2020Detailed filing. Detailed filing data is available for this year.$164$178$13.6$37.3$36.0$1.27
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$159$178$19.7$36.1$34.8$1.32
2018Detailed filing. Detailed filing data is available for this year.$153$138$15.3$36.0$33.3$2.75
2017Detailed filing. Detailed filing data is available for this year.$146$130$16.2$31.6$30.0$1.57
2016Detailed filing. Detailed filing data is available for this year.$124$114$9.81$31.8$29.3$2.55
2015Detailed filing. Detailed filing data is available for this year.$116$110$5.98$30.3$28.6$1.68
2014Detailed filing. Detailed filing data is available for this year.$114$109$4.57$28.5$27.4$1.17
2013Detailed filing. Detailed filing data is available for this year.$111$109$2.10$26.6$26.4$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$109$108$0.86$24.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$106$0.06$24.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$110$107$2.62$24.9