Civic Intelligence

Sanatoga Ridge Community Inc

EIN 23-2506257 • 501(c)3 • Pottstown, PA

Profile

Develope, operate and provide a moderate income retirement community

2461 East High StreetPottstown, PA 19464

www.s-r-c.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

100th percentile

3.27x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

8.63x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

10th percentile

-24%

Higher net margin than 10% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

24th percentile

$110,238

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

15th percentile

-6.4%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

2.3%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$10,137,060

Down $697,164 (-6.4%) from 2023

Liabilities

Up

$33,153,464

Up $205,664 (+0.6%) from 2023

Net Assets

Down

-$23,016,404

Down $902,828 (-4.1%) from 2023

Operations
Liabilities / Revenue96th percentileNet Margin10th percentile

Revenue

Up

$3,841,395

Up $86,258 (+2.3%) from 2023

Expenses

Up

$4,744,223

Up $171,606 (+3.8%) from 2023

Net Income

Down

-$902,828

Down $85,348 (-10%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$20M$0-$20M-$40MAssets 2011: $19,270,658Liabilities 2011: $275,622Net Assets 2011: $18,995,0362011Assets 2012: $18,985,329Liabilities 2012: $488,841Net Assets 2012: $18,496,4882012Assets 2013: $18,040,944Liabilities 2013: $293,308Net Assets 2013: $17,747,6362013Assets 2014: $17,095,848Liabilities 2014: $395,672Net Assets 2014: $16,700,1762014Assets 2015: $16,648,755Liabilities 2015: $797,732Net Assets 2015: $15,851,0232015Assets 2016: $15,199,551Liabilities 2016: $31,644,202Net Assets 2016: -$16,444,6512016Assets 2017: $15,813,307Liabilities 2017: $33,060,638Net Assets 2017: -$17,247,3312017Assets 2018: $15,165,543Liabilities 2018: $33,284,122Net Assets 2018: -$18,118,5792018Assets 2019: $14,198,067Liabilities 2019: $33,342,658Net Assets 2019: -$19,144,5912019Assets 2020: $13,411,597Liabilities 2020: $33,360,131Net Assets 2020: -$19,948,5342020Assets 2021: $12,584,728Liabilities 2021: $32,917,668Net Assets 2021: -$20,332,9402021Assets 2022: $11,758,713Liabilities 2022: $33,054,809Net Assets 2022: -$21,296,0962022Assets 2023: $10,834,224Liabilities 2023: $32,947,800Net Assets 2023: -$22,113,5762023Assets 2024: $10,137,060Liabilities 2024: $33,153,464Net Assets 2024: -$23,016,4042024

Highlighted filing

2024

Assets$10,137,060
Liabilities$33,153,464
Net Assets-$23,016,404
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,902,268Expenses 2011: $5,414,545Net Income 2011: -$512,2772011Expenses 2012: $5,564,1922012Revenue 2013: $5,287,501Expenses 2013: $6,036,353Net Income 2013: -$748,8522013Revenue 2014: $4,194,815Expenses 2014: $5,242,275Net Income 2014: -$1,047,4602014Revenue 2015: $4,973,707Expenses 2015: $5,822,860Net Income 2015: -$849,1532015Revenue 2016: $2,365,493Expenses 2016: $3,554,636Net Income 2016: -$1,189,1432016Revenue 2017: $2,598,076Expenses 2017: $3,436,082Net Income 2017: -$838,0062017Revenue 2018: $2,764,095Expenses 2018: $3,635,343Net Income 2018: -$871,2482018Revenue 2019: $2,869,067Expenses 2019: $3,895,079Net Income 2019: -$1,026,0122019Revenue 2020: $2,992,976Expenses 2020: $3,796,919Net Income 2020: -$803,9432020Revenue 2021: $4,315,830Expenses 2021: $4,700,236Net Income 2021: -$384,4062021Revenue 2022: $3,769,712Expenses 2022: $4,732,868Net Income 2022: -$963,1562022Revenue 2023: $3,755,137Expenses 2023: $4,572,617Net Income 2023: -$817,4802023Revenue 2024: $3,841,395Expenses 2024: $4,744,223Net Income 2024: -$902,8282024

Highlighted filing

2024

Revenue$3,841,395
Expenses$4,744,223
Net Income-$902,828
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$10,137,060
Liabilities
$33,153,464
Net assets
-$23,016,404
Revenue
$3,841,395
Expenses
$4,744,223
Net income
-$902,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$33.2$23.0$3.84$4.74$0.90
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$32.9$22.1$3.76$4.57$0.82
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$33.1$21.3$3.77$4.73$0.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$32.9$20.3$4.32$4.70$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$33.4$19.9$2.99$3.80$0.80
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$33.3$19.1$2.87$3.90$1.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$33.3$18.1$2.76$3.64$0.87
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$33.1$17.2$2.60$3.44$0.84
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$31.6$16.4$2.37$3.55$1.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$0.80$15.9$4.97$5.82$0.85
2014Detailed filing. Detailed filing data is available for this year.$17.1$0.40$16.7$4.19$5.24$1.05
2013Detailed filing. Detailed filing data is available for this year.$18.0$0.29$17.7$5.29$6.04$0.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$0.49$18.5$5.56
2011Summary only. Only limited summary data is available for this year.$19.3$0.28$19.0$4.90$5.41$0.51
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 26, 2023
Return Version
2022v5.0
Gross Receipts
$3,769,712
Mission and Program Overview

Mission

Develope, operate and provide a moderate income retirement community

Develop, operate and provide a moderate income retirement community in the pottstown, pennsylvania area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,233,067$9,422,582▼ $810,485
Cash and Non-Interest-Bearing Accounts$268,159$286,763▲ $18,604
Intangible Assets$104,673$102,821▼ $1,852
Loans From Officers Directors$78,382$80,905▲ $2,523
Accounts Receivable$44,537$2,289▼ $42,248
Other Notes and Loans Receivable, Net$0$0→ $0
Total Assets$12,584,728$11,758,713▼ $826,015
Other Assets Total$1,934,292$1,944,258▲ $9,966
Liabilities
Other Liabilities$29,384,515$29,722,758▲ $338,243
Mortgage Notes Payable Secured by Investment Property$2,162,426$2,102,128▼ $60,298
Accounts Payable and Accrued Expenses$1,138,112$994,388▼ $143,724
Deferred Revenue$154,233$154,630▲ $397
Total Liabilities$32,917,668$33,054,809▲ $137,141
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-20,332,940$-21,296,096▼ $963,156
Total Net Assets Fund Balance$-20,332,940$-21,296,096▼ $963,156
Total Liabilities and Net Assets / Fund Balance$12,584,728$11,758,713▼ $826,015

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,689,310$20,242,735$27,932,045
Land$1,721,674-$1,721,674
Equipment$11,598$338,710$350,308
Other Assets Org$159,535--
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jonathan KlineDirector of SalesFT$125,693$125,693
Patty BleakleyExecutive DirectorFT$101,734$101,734

Board Members and Trustees

NameTitle
Ginger DerenzoPresident
Linda DetwilerVice President
Edward SavitskyMember
Doug KeeneSecretary
Jeffrey MelchoirTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Triton LandscapingLandscapingPO BOX 470, Southeastern, PA 19399$189,270
Acuity Advisors And Cpas LLPProfessional Services454 NEW HOLLAND AVENUE, Lancaster, PA 17602$135,650
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,649,803
Investment Income
$53,707
Other Revenue
$66,202
Change in Net Assets
$-963,156
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,097,894
Salaries, Compensation, and Employee Benefits$634,974
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$883,465--$883,465
Depreciation Depletion$828,230$24,559-$852,789
Other Expenses$471,812--$471,812
Other Salaries and Wages$241,430$88,993-$330,423
Interest$303,949$1,852-$305,801
Other Employee Benefits$95,362$57,654-$153,016
Current Officers, Directors, Trustees, and Key Employees-$101,734-$101,734
Insurance$91,775$2,354-$94,129
Payroll Taxes$39,841$9,960-$49,801
Fees for Services Other-$46,940-$46,940
Fees for Services Accounting-$40,120-$40,120
Office Expenses$29,470$4,677-$34,147
Fees for Services Legal-$23,711-$23,711
Information Technology$20,927--$20,927
Advertising$17,989--$17,989
Total Functional Expenses$4,330,314$402,554$0$4,732,868
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-44% OWNER OF BRC IS THE FORMER PRESIDENT OF SANATOGA RIDGE COMMUNITYFees Received From Buchert Ridge Community Inc for Services Provided.No$195,401
-44% OWNER OF BRC IS THE FORMER PRESIDENT OF SANATOGA RIDGE COMMUNITYInterest Payments Received From Buchert Ridge Community Inc for Loaned Amounts.No$46,662

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$78,382$80,905▲ $2,523
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Resident Contract Obligations$29,722,758
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The organization's board of directors reviews the form 990 during the monthly board meeting prior to signing and filing the return.”

Form 990, Part VI, Section C, Line 19

“The 990, corporate documents, minutes and governing documents are available upon request for any individual who requests them in advance.”

Filing and Contact Details

Filer

Filer Name
Sanatoga Ridge Community Inc
EIN
23-2506257
Phone
6103266282
Address
2461 EAST HIGH STREET, POTTSTOWN, PA 19464

Signing Officer

Name
Patty Bleakley
Title
Executive Director
Phone
6103266282
Signed
2023-07-26

Organization Details

Principal Officer
Patty Bleakley
Formed
1988
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
27
Volunteers
0

Preparer

Firm
Acuity Advisors and Cpas Llp
Address
454 NEW HOLLAND AVENUE SUITE 200, LANCASTER, PA 17602-2289
Preparer
S C Hibshman CPA
Phone
7172395180
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management is not aware of any tax positions of the organization that must be considered for disclosure. If applicable, the organization will recognize accrued interest related to unrecognized tax benefits as interest expense and penalties as other expense. The organization had no interest or penalties related to unrecognized tax benefits for the years ended december 31, 2022 and 2021.”

Raw XML AppendixShowing 400 of 460 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01138112
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0994388
IRS990/AccountsReceivableGrp/BOYAmt044537
IRS990/AccountsReceivableGrp/EOYAmt02289
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0DEVELOP, OPERATE AND PROVIDE A MODERATE INCOME RETIREMENT COMMUNITY IN THE POTTSTOWN, PENNSYLVANIA AREA.
IRS990/AdvertisingGrp/ProgramServicesAmt017989
IRS990/AdvertisingGrp/TotalAmt017989
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PATTY BLEAKLEY
IRS990/BooksInCareOfDetail/PhoneNum06103266282
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02461 E HIGH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0POTTSTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017464
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0268159
IRS990/CashNonInterestBearingGrp/EOYAmt0286763
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0101734
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0101734
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0189270
IRS990/ContractorCompensationGrp/CompensationAmt1135650
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 470
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1454 NEW HOLLAND AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SOUTHEASTERN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1LANCASTER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd019399
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd117602
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0TRITON LANDSCAPING
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1ACUITY ADVISORS AND CPAS LLP
IRS990/ContractorCompensationGrp/ServicesDesc0LANDSCAPING
IRS990/ContractorCompensationGrp/ServicesDesc1PROFESSIONAL SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt053707
IRS990/CYOtherExpensesAmt04097894
IRS990/CYOtherRevenueAmt066202
IRS990/CYProgramServiceRevenueAmt03649803
IRS990/CYRevenuesLessExpensesAmt0-963156
IRS990/CYSalariesCompEmpBnftPaidAmt0634974
IRS990/CYTotalExpensesAmt04732868
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03769712
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0154233
IRS990/DeferredRevenueGrp/EOYAmt0154630
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt024559
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0828230
IRS990/DepreciationDepletionGrp/TotalAmt0852789
IRS990/Desc0OPERATION OF MODERATE INCOME RETIREMENT COMMUNITY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt027
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04330314
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt040120
IRS990/FeesForServicesAccountingGrp/TotalAmt040120
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt023711
IRS990/FeesForServicesLegalGrp/TotalAmt023711
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt046940
IRS990/FeesForServicesOtherGrp/TotalAmt046940
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0EDWARD SAVITSKY
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY MELCHOIR
IRS990/Form990PartVIISectionAGrp/PersonNm2LINDA DETWILER
IRS990/Form990PartVIISectionAGrp/PersonNm3DOUG KEENE
IRS990/Form990PartVIISectionAGrp/PersonNm4PATTY BLEAKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5GINGER DERENZO
IRS990/Form990PartVIISectionAGrp/PersonNm6JONATHAN KLINE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR OF SALES
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03769712
IRS990/GrossRentsGrp/RealAmt066202
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/TotalAmt020927
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IRS990/InsuranceGrp/TotalAmt094129
IRS990/IntangibleAssetsGrp/BOYAmt0104673
IRS990/IntangibleAssetsGrp/EOYAmt0102821
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IRS990/InterestGrp/TotalAmt0305801
IRS990/InvestmentIncomeGrp/ExclusionAmt053707
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt053707
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt020581445
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010233067
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IRS990/LandBldgEquipCostOrOtherBssAmt030004027
IRS990/LegalDomicileStateCd0PA
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt078382
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt080905
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DEVELOP, OPERATE AND PROVIDE A MODERATE INCOME RETIREMENT COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02162426
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02102128
IRS990/NetAssetsOrFundBalancesBOYAmt0-20332940
IRS990/NetAssetsOrFundBalancesEOYAmt0-21296096
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt066202
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt066202
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-20332940
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-21296096
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0883465
IRS990/OccupancyGrp/TotalAmt0883465
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04677
IRS990/OfficeExpensesGrp/ProgramServicesAmt029470
IRS990/OfficeExpensesGrp/TotalAmt034147
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01934292
IRS990/OtherAssetsTotalGrp/EOYAmt01944258
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt057654
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt095362
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0153016
IRS990/OtherExpensesGrp/Desc0RENOVATION EXPENSES
IRS990/OtherExpensesGrp/Desc1REAL ESTATE TAXES
IRS990/OtherExpensesGrp/ProgramServicesAmt01306064
IRS990/OtherExpensesGrp/ProgramServicesAmt1471812
IRS990/OtherExpensesGrp/TotalAmt01306064
IRS990/OtherExpensesGrp/TotalAmt1471812
IRS990/OtherLiabilitiesGrp/BOYAmt029384515
IRS990/OtherLiabilitiesGrp/EOYAmt029722758
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt088993
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0241430
IRS990/OtherSalariesAndWagesGrp/TotalAmt0330423
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09960
IRS990/PayrollTaxesGrp/ProgramServicesAmt039841
IRS990/PayrollTaxesGrp/TotalAmt049801
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATTY BLEAKLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1533110
IRS990/ProgramServiceRevenueGrp/Desc0MAINTENANCE FEES
IRS990/ProgramServiceRevenueGrp/Desc1OCCUPANCY RIGHTS INCOM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02417658
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11232145
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02417658
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11232145
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0405650
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt058869
IRS990/PYOtherExpensesAmt04061813
IRS990/PYOtherRevenueAmt046166
IRS990/PYProgramServiceRevenueAmt03805145
IRS990/PYRevenuesLessExpensesAmt0-384406
IRS990/PYSalariesCompEmpBnftPaidAmt0638423
IRS990/PYTotalExpensesAmt04700236
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04315830
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-963156
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt066202
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03716005
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0405650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0422175
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0119909
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0105035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0102614
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0112156
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0122972
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0562686
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03649803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03812042
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02880362
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02712909
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02636123
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015691239
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0119909
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0105035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0102614
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0112156
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0122972
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0562686
IRS990ScheduleA/InvestmentIncomeCYPct00.03370
IRS990ScheduleA/InvestmentIncomePYPct00.03400
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96630
IRS990ScheduleA/PublicSupportPY509Pct00.96600
IRS990ScheduleA/PublicSupportTotal509Amt016113414
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03649803
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04217692
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02890362
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02714434
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02641123
IRS990ScheduleA/Total509Grp/TotalAmt016113414
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03769712
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04322727
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02992976
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02826590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02764095
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt016676100
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt07689310
IRS990ScheduleD/BuildingsGrp/DepreciationAmt020242735
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt027932045
IRS990ScheduleD/EquipmentGrp/BookValueAmt011598
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0338710
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0350308
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01721674
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01721674
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0185447
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11599276
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2159535
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PREPAID REAL ESTATE TAXES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1NOTE RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2PREPAID EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt029722758
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDENT CONTRACT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT IS NOT AWARE OF ANY TAX POSITIONS OF THE ORGANIZATION THAT MUST BE CONSIDERED FOR DISCLOSURE. IF APPLICABLE, THE ORGANIZATION WILL RECOGNIZE ACCRUED INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS AS INTEREST EXPENSE AND PENALTIES AS OTHER EXPENSE. THE ORGANIZATION HAD NO INTEREST OR PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09422582
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01944258
IRS990ScheduleD/TotalLiabilityAmt029722758
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0BUCHERT RIDGE COMMUNITY INC (BRC)
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1BUCHERT RIDGE COMMUNITY INC (BRC)
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt044% OWNER OF BRC IS THE FORMER PRESIDENT OF SANATOGA RIDGE COMMUNITY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt144% OWNER OF BRC IS THE FORMER PRESIDENT OF SANATOGA RIDGE COMMUNITY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0195401
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt146662
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0FEES RECEIVED FROM BUCHERT RIDGE COMMUNITY INC FOR SERVICES PROVIDED.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1INTEREST PAYMENTS RECEIVED FROM BUCHERT RIDGE COMMUNITY INC FOR LOANED AMOUNTS.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt080905
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt11519780
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0BUCHERT RIDGE COMMUNITY INC(BRC)
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0REAL ESTATE PURCHASE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1BUSINESS ACTIVITIES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0119000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt11650000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0J WILMER HALLMAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0FORMER PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt144% OWNER OF BRC IS FORMER PRESIDENT OF SANATOGA RIDGE COMMUNITY INC.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd11
IRS990ScheduleL/TotalBalanceDueAmt01600685
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S BOARD OF DIRECTORS REVIEWS THE FORM 990 DURING THE MONTHLY BOARD MEETING PRIOR TO SIGNING AND FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990, CORPORATE DOCUMENTS, MINUTES AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR ANY INDIVIDUAL WHO REQUESTS THEM IN ADVANCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012584728
IRS990/TotalAssetsEOYAmt011758713
IRS990/TotalAssetsGrp/BOYAmt012584728
IRS990/TotalAssetsGrp/EOYAmt011758713
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0402554
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04330314
IRS990/TotalFunctionalExpensesGrp/TotalAmt04732868
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt032917668
IRS990/TotalLiabilitiesEOYAmt033054809
IRS990/TotalLiabilitiesGrp/BOYAmt032917668
IRS990/TotalLiabilitiesGrp/EOYAmt033054809

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