Civic Intelligence

Maple Village

990 • Fiscal year 2022 • EIN 23-2810902

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 07, 2023

Organization ProfileWWW.WEL.ORG
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

98th percentile

1.35x

Higher debt load relative to assets than 98% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

94th percentile

5.38x

Higher debt load relative to revenue than 94% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

15th percentile

-11%

Higher net margin than 15% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

95th percentile

$1,187,580

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

35th percentile

-4.1%

Faster asset growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-3.5%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$30,241,183

Down $1,300,974 (-4.1%) from 2021

Net Assets

Down

-$10,653,195

Down $1,485,378 (-16%) from 2021

Liabilities

Up

$40,894,378

Up $184,404 (+0.5%) from 2021

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin15th percentile

Revenue

Down

$7,605,776

Down $272,246 (-3.5%) from 2021

Expenses

Up

$8,467,610

Up $84,817 (+1.0%) from 2021

Net Income

Down

-$861,834

Down $357,063 (-71%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$60M$40M$20M$0-$20MAssets 2010: $30,331,648Liabilities 2010: $34,462,116Net Assets 2010: -$4,130,4682010Assets 2011: $29,349,616Liabilities 2011: $35,178,700Net Assets 2011: -$5,829,0842011Assets 2012: $28,811,780Liabilities 2012: $34,429,450Net Assets 2012: -$5,617,6702012Assets 2013: $26,780,637Liabilities 2013: $33,426,319Net Assets 2013: -$6,645,6822013Assets 2014: $26,379,822Liabilities 2014: $33,326,450Net Assets 2014: -$6,946,6282014Assets 2015: $25,729,748Liabilities 2015: $32,674,648Net Assets 2015: -$6,944,9002015Assets 2016: $24,135,953Liabilities 2016: $30,741,456Net Assets 2016: -$6,605,5032016Assets 2017: $31,633,244Liabilities 2017: $39,131,192Net Assets 2017: -$7,497,9482017Assets 2018: $30,848,604Liabilities 2018: $39,427,766Net Assets 2018: -$8,579,1622018Assets 2019: $32,967,952Liabilities 2019: $41,554,269Net Assets 2019: -$8,586,3172019Assets 2020: $31,739,569Liabilities 2020: $40,566,592Net Assets 2020: -$8,827,0232020Assets 2021: $31,542,157Liabilities 2021: $40,709,974Net Assets 2021: -$9,167,8172021Assets 2022: $30,241,183Liabilities 2022: $40,894,378Net Assets 2022: -$10,653,1952022Assets 2023: $30,806,866Liabilities 2023: $41,880,945Net Assets 2023: -$11,074,0792023Assets 2024: $30,599,926Liabilities 2024: $41,386,107Net Assets 2024: -$10,786,1812024

Highlighted filing

2022

Assets$30,241,183
Liabilities$40,894,378
Net Assets-$10,653,195
Open 2022 Filing

Operations Trend

Revenue Growth35th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $5,727,9422010Expenses 2011: $5,929,1792011Expenses 2012: $5,880,9702012Revenue 2013: $6,134,693Expenses 2013: $8,053,539Net Income 2013: -$1,918,8462013Revenue 2014: $6,571,578Expenses 2014: $6,199,767Net Income 2014: $371,8112014Revenue 2015: $6,648,888Expenses 2015: $6,396,388Net Income 2015: $252,5002015Revenue 2016: $6,326,339Expenses 2016: $6,400,803Net Income 2016: -$74,4642016Revenue 2017: $6,512,011Expenses 2017: $6,820,782Net Income 2017: -$308,7712017Revenue 2018: $7,017,334Expenses 2018: $7,668,444Net Income 2018: -$651,1102018Revenue 2019: $7,242,104Expenses 2019: $7,814,202Net Income 2019: -$572,0982019Revenue 2020: $7,496,339Expenses 2020: $7,996,562Net Income 2020: -$500,2232020Revenue 2021: $7,878,022Expenses 2021: $8,382,793Net Income 2021: -$504,7712021Revenue 2022: $7,605,776Expenses 2022: $8,467,610Net Income 2022: -$861,8342022Revenue 2023: $8,649,398Expenses 2023: $9,617,147Net Income 2023: -$967,7492023Revenue 2024: $9,758,835Expenses 2024: $9,673,046Net Income 2024: $85,7892024

Highlighted filing

2022

Revenue$7,605,776
Expenses$8,467,610
Net Income-$861,834
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 7, 2023
Return Version
2022v5.0
Gross Receipts
$8,453,182
Mission and Program Overview

Mission

To make a compelling difference in the lives of our residents through providing excellence and innovation in aging services.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$20,489,142$20,165,022▼ $324,120
Investments in Publicly Traded Securities$8,218,195$7,297,971▼ $920,224
Accounts Receivable$358,169$424,623▲ $66,454
Cash and Non-Interest-Bearing Accounts$33,427$268,147▲ $234,720
Prepaid Expenses and Deferred Charges$237,574$242,343▲ $4,769
Total Assets$31,542,157$30,241,183▼ $1,300,974
Other Assets Total$2,205,650$1,843,077▼ $362,573
Liabilities
Tax Exempt Bond Liabilities$25,900,406$25,499,835▼ $400,571
Deferred Revenue$12,668,124$13,150,601▲ $482,477
Accounts Payable and Accrued Expenses$1,116,106$1,183,976▲ $67,870
Other Liabilities$924,124$975,504▲ $51,380
Escrow Account Liability$101,214$84,462▼ $16,752
Total Liabilities$40,709,974$40,894,378▲ $184,404
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-9,167,817$-10,653,195▼ $1,485,378
Total Net Assets Fund Balance$-9,167,817$-10,653,195▼ $1,485,378
Total Liabilities and Net Assets / Fund Balance$31,542,157$30,241,183▼ $1,300,974

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,436,017$19,512,098$37,948,115
Equipment$670,613$2,914,911$3,585,524
Other Land Buildings$558,392-$558,392
Land$500,000-$500,000
Other Assets Org$1,843,077--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan FrostExecutive DirectorPT$139,538$19,840$159,378
Jacqueline Eldred-smithSales ManagerFT$121,963$13,737$135,700

Board Members and Trustees

NameTitle
Jeff PettyPresident and CEO
Michael GriffinCFO (until 9/6/22)

Highest Paid Contractors

ContractorServicesLocationCompensation
County Linen InteriorsConstruction/renovation Services276 COUNTY LINE ROAD, Colmar, PA 18915$130,851
Sharp's LandscapingLandscaping7911 N RADCLIFF STREET, Bristol, PA 19007$128,405
Revenue and Support

Revenue Composition

Contributions and Grants
$9,585
Program Service Revenue
$7,619,930
Investment Income
$-111,037
Other Revenue
$87,298
All Other Contributions
$9,585
Change in Net Assets
$-861,834

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,605,776
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-726,989
Total Revenue per Audited Statements
$6,878,787
Total Revenue per Form 990
$7,605,776
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,634,318
Salaries, Compensation, and Employee Benefits$2,729,847
Grants and Similar Amounts Paid$103,445
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,630,490$426,926-$2,057,416
Depreciation Depletion$1,130,523$282,631-$1,413,154
Interest$1,076,162$269,041-$1,345,203
Occupancy$1,179,824$4,895-$1,184,719
Fees for Services Management-$674,028-$674,028
Fees for Services Other$170,500$92,166-$262,666
Other Employee Benefits$220,382$35,999-$256,381
Payroll Taxes$136,005$31,977-$167,982
Current Officers, Directors, Trustees, and Key Employees$159,377--$159,377
Office Expenses$131,962$19,279-$151,241
Advertising-$150,631-$150,631
Grants to Domestic Individuals$103,445--$103,445
Pension Plan Contributions$56,241$32,450-$88,691
Insurance-$57,778-$57,778
Fees for Services Accounting-$12,450-$12,450
Fees for Service Investment Mgmnt Fees-$10,400-$10,400
Other Expenses$3,149$7,897-$7,897
Travel$1,199$5,693-$6,892
All Other Expenses$4,101$2,502-$6,603
Fees for Services Legal-$1,250-$1,250
Total Functional Expenses$6,331,813$2,135,797$0$8,467,610

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,467,610
Expenses per Audited Statements$8,364,165
Total Expenses per Audited Statements$8,364,165
Expenses Not Reported on Financial Statements$103,445
Other Expense Adjustments$103,445
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
Refundable Entrance Fees$795,815
Resident Prepaid Rent$179,689

Bond Issues

BondIssuerIssuedIssue PricePurpose
APhiladelphia Authority for Industrial Development2017-08-15$19,937,472Refinancing and capital projects

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$19,938,420$14,220,048-$418,814

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
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 directors 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

“Wesley enhanced living, the parent organization, is the sole member of the filing entity.”

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

“Wesley enhanced living appoints the members of the governing body.”

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 wesley enhanced living: 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 wesley enhanced living 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 audited financial statements are available upon request. Requests for the governing documents and conflict of interest policy will be considered on a case by case basis.”

Filing and Contact Details

Filer

Filer Name
Maple Village
EIN
23-2810902
Phone
2153540565
Address
626 JACKSONVILLE ROAD 200, WARMINSTER, PA 18974
Doing Business As
Wesley Enhanced Living Upper Moreland

Signing Officer

Name
Jeff Petty
Title
President and CEO
Phone
2153540565
Signed
2023-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Petty
Formed
1995
Legal Domicile
Pa
Voting Board Members
2
Independent Board Members
0
Employees
127
Volunteers
55

Preparer

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

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 XI, LINE 2D - OTHER ADJUSTMENTS:

“Resident assistance -100,445. Scholarships net with contributions -3,000.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Resident assistance 100,445. Scholarships net with contributions 3,000.”

Raw XML AppendixShowing 400 of 752 raw XML fields

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

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO (UNTIL 9/6/22)
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IRS990/InsuranceGrp/ManagementAndGeneralAmt057778
IRS990/InsuranceGrp/TotalAmt057778
IRS990/InterestGrp/ManagementAndGeneralAmt0269041
IRS990/InterestGrp/ProgramServicesAmt01076162
IRS990/InterestGrp/TotalAmt01345203
IRS990/InvestmentIncomeGrp/ExclusionAmt0133587
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0133587
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08218195
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07297971
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022427009
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020489142
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020165022
IRS990/LandBldgEquipCostOrOtherBssAmt042592031
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0847406
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt014427
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt014427
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/NetAssetsOrFundBalancesBOYAmt0-9167817
IRS990/NetAssetsOrFundBalancesEOYAmt0-10653195
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-244624
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-244624
IRS990/NetIncomeOrLossGrp/ExclusionAmt022
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt022
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt02915
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02915
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-623544
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-9167817
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-10653195
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04895
IRS990/OccupancyGrp/ProgramServicesAmt01179824
IRS990/OccupancyGrp/TotalAmt01184719
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019279
IRS990/OfficeExpensesGrp/ProgramServicesAmt0131962
IRS990/OfficeExpensesGrp/TotalAmt0151241
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02205650
IRS990/OtherAssetsTotalGrp/EOYAmt01843077
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt035999
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0220382
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0256381
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1EMPLOYEE EXPENSES
IRS990/OtherExpensesGrp/Desc2BOOKS/DUES/SUB.
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012605
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15199
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27897
IRS990/OtherExpensesGrp/ProgramServicesAmt0327882
IRS990/OtherExpensesGrp/ProgramServicesAmt1571
IRS990/OtherExpensesGrp/ProgramServicesAmt23149
IRS990/OtherExpensesGrp/TotalAmt0327882
IRS990/OtherExpensesGrp/TotalAmt113176
IRS990/OtherExpensesGrp/TotalAmt28348
IRS990/OtherExpensesGrp/TotalAmt37897
IRS990/OtherLiabilitiesGrp/BOYAmt0924124
IRS990/OtherLiabilitiesGrp/EOYAmt0975504
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2623990
IRS990/OtherRevenueMiscGrp/Desc0DINING REVENUE
IRS990/OtherRevenueMiscGrp/Desc1OTHER REVENUE
IRS990/OtherRevenueMiscGrp/Desc2TRANSPORTATION
IRS990/OtherRevenueMiscGrp/ExclusionAmt042564
IRS990/OtherRevenueMiscGrp/ExclusionAmt118136
IRS990/OtherRevenueMiscGrp/ExclusionAmt29234
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt042564
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt118136
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt29234
IRS990/OtherRevenueTotalAmt084361
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0426926
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01630490
IRS990/OtherSalariesAndWagesGrp/TotalAmt02057416
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt031977
IRS990/PayrollTaxesGrp/ProgramServicesAmt0136005
IRS990/PayrollTaxesGrp/TotalAmt0167982
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt032450
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt056241
IRS990/PensionPlanContributionsGrp/TotalAmt088691
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0237574
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0242343
IRS990/PrincipalOfficerNm0JEFF PETTY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/Desc0INDEPENDENT LIVING
IRS990/ProgramServiceRevenueGrp/Desc1ENTRANCE FEE AMORT.
IRS990/ProgramServiceRevenueGrp/Desc2PERSONAL CARE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03407055
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12394253
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21818622
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03407055
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12394253
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21818622
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0416776
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0107449
IRS990/PYInvestmentIncomeAmt0322165
IRS990/PYOtherExpensesAmt05524298
IRS990/PYOtherRevenueAmt0109478
IRS990/PYProgramServiceRevenueAmt07029603
IRS990/PYRevenuesLessExpensesAmt0-504771
IRS990/PYSalariesCompEmpBnftPaidAmt02751046
IRS990/PYTotalExpensesAmt08382793
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07878022
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-861834
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt02915
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07619930
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME - 2018 AMOUNT: $ 17,577. 2022 AMOUNT: $ 18,136. DINING REVENUE - 2018 AMOUNT: $ 61,926. 2019 AMOUNT: $ 68,723. 2020 AMOUNT: $ 51,666. 2021 AMOUNT: $ 55,129. 2022 AMOUNT: $ 42,564. APPLICATION FEES - 2019 AMOUNT: $ 3,400. TRANSPORTATION REVENUE - 2019 AMOUNT: $ 4,379. 2020 AMOUNT: $ 4,519. 2021 AMOUNT: $ 9,054. 2022 AMOUNT: $ 9,234. GIFT SHOP REVENUE - 2019 AMOUNT: $ 464. 2020 AMOUNT: $ 375. 2021 AMOUNT: $ 288. 2022 AMOUNT: $ 22. CONVENIENCE FEES - 2019 AMOUNT: $ 1,417. 2020 AMOUNT: $ 251. 2022 AMOUNT: $ 150. HOUSEKEEPING REVENUE - 2019 AMOUNT: $ 4,897. 2020 AMOUNT: $ 1,795. 2021 AMOUNT: $ 2,290. 2022 AMOUNT: $ 3,800. PARKING/LOCKER FEES - 2019 AMOUNT: $ 17,056. 2020 AMOUNT: $ 31,140. 2021 AMOUNT: $ 38,576. FINANCE CHARGES - 2021 AMOUNT: $ 287. 2022 AMOUNT: $ 1,277. COMMUNITY FEES - 2022 AMOUNT: $ 9,200.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0416776
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0143679
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0569040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0136502
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0243655
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0152770
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0199288
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0197568
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0929783
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07619930
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07029603
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06958179
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06841966
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06661111
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt035110789
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0136502
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0243655
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0152770
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0199288
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0197568
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0929783
IRS990ScheduleA/InvestmentIncomeCYPct00.02510
IRS990ScheduleA/InvestmentIncomePYPct00.02490
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt084383
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0105624
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt089746
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0100336
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt079503
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0459592
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96250
IRS990ScheduleA/PublicSupportPY509Pct00.96190
IRS990ScheduleA/PublicSupportTotal509Amt035679829
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07626515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07446379
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07101858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt06843966
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06661111
IRS990ScheduleA/Total509Grp/TotalAmt035679829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07847400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07795658
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07344374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07143590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06938182
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt037069204
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt018436017
IRS990ScheduleD/BuildingsGrp/DepreciationAmt019512098
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt037948115
IRS990ScheduleD/EquipmentGrp/BookValueAmt0670613
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02914911
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03585524
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0103445
IRS990ScheduleD/ExpensesSubtotalAmt08364165
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt0500000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0500000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-623544
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01843077
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM RELATED PARTIES
IRS990ScheduleD/OtherExpensesNotIncludedAmt0103445
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0558392
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0558392
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0795815
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1179689
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE ENTRANCE FEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RESIDENT PREPAID RENT
IRS990ScheduleD/OtherRevenueAmt0-103445
IRS990ScheduleD/RevenueNotReportedAmt0-726989
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07605776
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DEPOSITS 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RESIDENT ASSISTANCE -100,445. SCHOLARSHIPS NET WITH CONTRIBUTIONS -3,000.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RESIDENT ASSISTANCE 100,445. SCHOLARSHIPS NET WITH CONTRIBUTIONS 3,000.

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,241,183
Liabilities
$40,894,378
Net assets
-$10,653,195
Revenue
$7,605,776
Expenses
$8,467,610
Net income
-$861,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.6$41.4$10.8$9.76$9.67$0.09
2023Summary only. Only limited summary data is available for this year.$30.8$41.9$11.1$8.65$9.62$0.97
2022Detailed filing. Detailed filing data is available for this year.$30.2$40.9$10.7$7.61$8.47$0.86
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.5$40.7$9.17$7.88$8.38$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$40.6$8.83$7.50$8.00$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.0$41.6$8.59$7.24$7.81$0.57
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.8$39.4$8.58$7.02$7.67$0.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.6$39.1$7.50$6.51$6.82$0.31
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.1$30.7$6.61$6.33$6.40$0.07
2015Detailed filing. Detailed filing data is available for this year.$25.7$32.7$6.94$6.65$6.40$0.25
2014Detailed filing. Detailed filing data is available for this year.$26.4$33.3$6.95$6.57$6.20$0.37
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.8$33.4$6.65$6.13$8.05$1.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$34.4$5.62$5.88
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.3$35.2$5.83$5.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$34.5$4.13$5.73