Civic Intelligence

Wesbury United Methodist Community

990 • Fiscal year 2016 • EIN 25-0425760

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization ProfileWWW.WESBURY.COM

View Organization Page

31 N Park AveMeadville, PA 16335

(814) 332-9000

Siviq Scores

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

Liabilities / Assets

70th percentile

0.51x

Higher debt load relative to assets than 70% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.87x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

50th percentile

2.2%

Higher net margin than 50% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

43rd percentile

$220,056

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

32nd percentile

-1.2%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

0.8%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$42,492,739

Down $498,425 (-1.2%) from 2015

Net Assets

Up

$20,819,379

Up $786,552 (+3.9%) from 2015

Liabilities

Down

$21,673,360

Down $1,284,977 (-5.6%) from 2015

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin50th percentile

Revenue

Up

$24,773,439

Up $202,263 (+0.8%) from 2015

Expenses

Down

$24,234,881

Down $357,260 (-1.5%) from 2015

Net Income

Up

$538,558

Up $559,523 (+2669%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$60M$40M$20M$0Assets 2010: $38,953,981Liabilities 2010: $23,978,237Net Assets 2010: $14,975,7442010Assets 2011: $40,339,981Liabilities 2011: $24,745,813Net Assets 2011: $15,594,1682011Assets 2012: $42,521,043Liabilities 2012: $26,210,299Net Assets 2012: $16,310,7442012Assets 2013: $41,783,745Liabilities 2013: $23,734,522Net Assets 2013: $18,049,2232013Assets 2014: $44,402,409Liabilities 2014: $24,415,201Net Assets 2014: $19,987,2082014Assets 2015: $42,991,164Liabilities 2015: $22,958,337Net Assets 2015: $20,032,8272015Assets 2016: $42,492,739Liabilities 2016: $21,673,360Net Assets 2016: $20,819,3792016Assets 2017: $50,013,666Liabilities 2017: $28,329,185Net Assets 2017: $21,684,4812017Assets 2018: $49,689,596Liabilities 2018: $27,378,543Net Assets 2018: $22,311,0532018Assets 2019: $50,996,102Liabilities 2019: $27,661,218Net Assets 2019: $23,334,8842019Assets 2020: $56,590,983Liabilities 2020: $32,851,297Net Assets 2020: $23,739,6862020Assets 2021: $55,436,010Liabilities 2021: $27,368,589Net Assets 2021: $28,067,4212021Assets 2022: $53,195,019Liabilities 2022: $24,720,409Net Assets 2022: $28,474,6102022Assets 2023: $54,066,939Liabilities 2023: $23,536,448Net Assets 2023: $30,530,4912023Assets 2024: $53,909,864Liabilities 2024: $22,509,520Net Assets 2024: $31,400,3442024

Highlighted filing

2016

Assets$42,492,739
Liabilities$21,673,360
Net Assets$20,819,379
Open 2016 Filing

Operations Trend

Revenue Growth43rd percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $20,168,8872010Expenses 2011: $20,347,1992011Expenses 2012: $21,332,7382012Revenue 2013: $23,432,046Expenses 2013: $22,759,159Net Income 2013: $672,8872013Revenue 2014: $24,651,590Expenses 2014: $23,962,666Net Income 2014: $688,9242014Revenue 2015: $24,571,176Expenses 2015: $24,592,141Net Income 2015: -$20,9652015Revenue 2016: $24,773,439Expenses 2016: $24,234,881Net Income 2016: $538,5582016Revenue 2017: $26,692,968Expenses 2017: $25,789,052Net Income 2017: $903,9162017Revenue 2018: $27,294,771Expenses 2018: $26,425,897Net Income 2018: $868,8742018Revenue 2019: $27,815,399Expenses 2019: $26,817,144Net Income 2019: $998,2552019Revenue 2020: $28,586,137Expenses 2020: $27,864,585Net Income 2020: $721,5522020Revenue 2021: $28,946,157Expenses 2021: $26,106,533Net Income 2021: $2,839,6242021Revenue 2022: $23,925,040Expenses 2022: $23,902,730Net Income 2022: $22,3102022Revenue 2023: $24,881,944Expenses 2023: $24,859,507Net Income 2023: $22,4372023Revenue 2024: $25,602,805Expenses 2024: $26,108,763Net Income 2024: -$505,9582024

Highlighted filing

2016

Revenue$24,773,439
Expenses$24,234,881
Net Income$538,558
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$27,309,261
Mission and Program Overview

Mission

Provide individualized, proactive health care and life enrichment services to assist mature adults in maintaining their independence, dignity and spiritual wholeness in a secure, christian environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$29,848,917$29,651,670▼ $197,247
Investments in Publicly Traded Securities$6,599,921$6,891,402▲ $291,481
Accounts Receivable$3,191,098$3,618,859▲ $427,761
Savings and Temporary Cash Investments$2,655,040$1,478,525▼ $1,176,515
Investments Other Securities$427,259$500,618▲ $73,359
Prepaid Expenses and Deferred Charges$92,424$271,294▲ $178,870
Inventories for Sale or Use$82,172$79,571▼ $2,601
Cash and Non-Interest-Bearing Accounts$800$800→ $0
Total Assets$42,991,164$42,492,739▼ $498,425
Other Assets Total$93,533$0▼ $93,533
Liabilities
Mortgage Notes Payable Secured by Investment Property$14,107,692$12,710,479▼ $1,397,213
Deferred Revenue$6,245,901$6,119,788▼ $126,113
Accounts Payable and Accrued Expenses$1,775,215$2,266,730▲ $491,515
Other Liabilities$740,530$514,268▼ $226,262
Escrow Account Liability$88,999$62,095▼ $26,904
Total Liabilities$22,958,337$21,673,360▼ $1,284,977
Net Assets / Fund Balance
Unrestricted Net Assets$20,032,827$20,819,379▲ $786,552
Total Net Assets Fund Balance$20,032,827$20,819,379▲ $786,552
Total Liabilities and Net Assets / Fund Balance$42,991,164$42,492,739▼ $498,425

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$25,869,027$20,507,880$46,376,907
Equipment$2,042,621$9,678,402$11,721,023
Other Land Buildings$1,371,470$1,564,339$2,935,809
Land$368,552-$368,552

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$3,051,210-▲ $200,034-$3,239,736
2015$3,081,117-▼ $13,178$5,348$3,051,210
2014$2,888,139$5,245▲ $192,977$5,244$3,081,117
2013$2,496,837-▲ $409,725$18,423$2,888,139
2012$2,228,916-▲ $285,157$17,236$2,496,837
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
brIAN NAGEOTTEPresidentFT$209,076$10,980$220,056
Sheila BundyNursingFT$149,502$5,369$154,871
Joseph PalmieroCFOFT$116,607$17,900$134,507

Board Members and Trustees

NameTitle
Timothy J BrackenChairperson
Lance JohnsonVice Chairperson
Donald BurchfieldBoard Member
Richard TeubertBoard Member
Robert S WaidBoard Member
Shirley MinnisBoard Member
Richard BurkhardtTREASURER/Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Alliance Rehab HvaRehabilitation Services1520 KENSINGTON ROAD, Oak Brook, IL 60523$1,300,583
Sodexho INC & AffiliatesFood Services4880 PAYSPHERE CIRCLE, Chicago, IL 60674$972,399
Northwest Pharmacy Solutionspatient medical care services740 NORTH MAIN STREET, meadville, PA 16335$477,118
Associated Contractors INCConstruction182 WESTVIEW DRIVE, Meadville, PA 16335$167,406
Wilkinson ExcavatingExcavation19728 HOGUE ROAD, Meadville, PA 16335$148,614
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$24,576,619
Investment Income
$72,186
Other Revenue
$124,634
Change in Net Assets
$538,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$14,264,152
Other Expenses$9,970,729
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,913,658$2,396,552-$11,310,210
Depreciation Depletion$1,388,653$380,202-$1,768,855
Occupancy$1,304,724$384,799-$1,689,523
Other Employee Benefits$1,177,236$332,041-$1,509,277
Office Expenses$1,163,971$140,123-$1,304,094
Payroll Taxes$640,457$180,642-$821,099
Interest$425,263$131,416-$556,679
Fees for Services Other-$481,295-$481,295
Current Officers, Directors, Trustees, and Key Employees-$332,075-$332,075
Other Expenses$249,801$70,457-$320,258
Pension Plan Contributions$233,193$58,298-$291,491
Advertising-$239,108-$239,108
Conferences and Meetings-$115,188-$115,188
Fees for Services Management$66,426--$66,426
All Other Expenses-$44,448-$44,448
Total Functional Expenses$18,562,792$5,672,089$0$24,234,881
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
-ENTITY MORE THAN 35% OWNED BY LANCE JOHNSON, BOARD MEMBERConstructionNo$167,406
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Valuation of Derivative Instruments$514,268

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACrawford County Hospital Authority2009-11-13$16,500,000Redemption of 1999 bonds and new construction.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,757,572-$4,395,438$122,945

Bond Financing Compliance

No rebate due
No
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
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is reviewed by the cfo before it is filed.”

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

“The organization requires board members to sign the conflict of interest policy form every year.”

Form 990, Part VI, Section B, line 15

“The compensation for the ceo is determined by a compensation committee using comparable data. The compensation for other officers and key employees is determined by using comparable data.”

Form 990, Part VI, Section C, line 19

“The organization's governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Wesbury United Methodist Community
EIN
25-0425760
Phone
8143329000
Address
31 N PARK AVE, MEADVILLE, PA 16335

Signing Officer

Name
Joseph Palmiero
Title
CFO
Phone
8143329000
Signed
2017-11-14

Organization Details

Principal Officer
Brian Nageotte
Formed
1955
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
548
Volunteers
296

Preparer

Firm
Mcgill Power Bell & Associates Llp
Address
623 STATE STREET, MEADVILLE, PA 16335
Preparer
Bruce Lawrence
Phone
8147245890
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Net unrealized gain on change in market value of derivative instrument 226,262. Transfer to related entity -350,000.”

Form 990, Part XII, Line 2C:

“The process has not changed from the prior year”

Financial Statement Notes

Part IV, Line 2B:

“The organization holds a cash account for resident funds. These funds are used according to resident's requests.”

Part V, Line 4:

“The organization uses the endowment funds to provide additional funding for future capital improvements, pension costs and other future operational needs.”

Part X, Line 2:

“Management has determined the Organization had no activities subject to unrelated business income tax (UBIT) during the years ended December 31, 2016 and 2015. The Organization has not been subject to any income tax penalties or interest for all open tax years. The open audit periods for the Organization are 2013, 2014, 2015 and 2016 year ends.”

Raw XML AppendixShowing 400 of 709 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/ActivityOrMissionDesc0PROVIDE INDIVIDUALIZED, PROACTIVE HEALTH CARE AND LIFE ENRICHMENT SERVICES TO ASSIST MATURE ADULTS IN MAINTAINING THEIR INDEPENDENCE, DIGNITY AND SPIRITUAL WHOLENESS IN A SECURE, CHRISTIAN ENVIRONMENT.
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IRS990/Desc0Wesbury operates a continuing care retirement community (CCRC) which provides housing and health services to elderly individuals. The residential community is made up of Thoburn Village, a neighborhood that includes 65 independent living villas and 16 apartments; Cribbs Residential Center which provides personal care services to residents in 91 units, and Grace Health Center, a 210 bed skilled nursing facility with a memory support center, a wound care program and full rehabilitative services.
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IRS990/Form990PartVIISectionAGrp/PersonNm6Donald Burchfield
IRS990/Form990PartVIISectionAGrp/PersonNm7brIAN NAGEOTTE
IRS990/Form990PartVIISectionAGrp/PersonNm8JOSEPH PALMIERO
IRS990/Form990PartVIISectionAGrp/PersonNm9SHEILA BUNDY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7212061
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8116607
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9150360
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER/Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt9NURSING
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IRS990/FormationYr01955
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-56219
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02479603
IRS990/GrossReceiptsAmt027309261
IRS990/GrossRentsGrp/RealAmt0115911
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt0131416
IRS990/InterestGrp/ProgramServicesAmt0425263
IRS990/InterestGrp/TotalAmt0556679
IRS990/InventoriesForSaleOrUseGrp/BOYAmt082172
IRS990/InventoriesForSaleOrUseGrp/EOYAmt079571
IRS990/InvestmentIncomeGrp/ExclusionAmt0128405
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0128405
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0427259
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0500618
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06599921
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06891402
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt043
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt031750621
IRS990/LandBldgEquipBasisNetGrp/BOYAmt029848917
IRS990/LandBldgEquipBasisNetGrp/EOYAmt029651670
IRS990/LandBldgEquipCostOrOtherBssAmt061402291
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02535822
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE INDIVIDUALIZED, PROACTIVE HEALTH CARE AND LIFE ENRICHMENT SERVICES TO ASSIST MATURE ADULTS IN MAINTAINING THEIR INDEPENDENCE, DIGNITY AND SPIRITUAL WHOLENESS IN A SECURE, CHRISTIAN ENVIRONMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt014107692
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt012710479
IRS990/NetAssetsOrFundBalancesBOYAmt020032827
IRS990/NetAssetsOrFundBalancesEOYAmt020819379
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-56219
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-56219
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0115911
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0115911
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0371732
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0384799
IRS990/OccupancyGrp/ProgramServicesAmt01304724
IRS990/OccupancyGrp/TotalAmt01689523
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0140123
IRS990/OfficeExpensesGrp/ProgramServicesAmt01163971
IRS990/OfficeExpensesGrp/TotalAmt01304094
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt093533
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-123738
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0332041
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01177236
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01509277
IRS990/OtherExpensesGrp/Desc0SPECIAL SERVICE EXPENSE
IRS990/OtherExpensesGrp/Desc1FOOD
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3REPAIRS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0385445
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt170457
IRS990/OtherExpensesGrp/ProgramServicesAmt01545537
IRS990/OtherExpensesGrp/ProgramServicesAmt11343310
IRS990/OtherExpensesGrp/ProgramServicesAmt2110563
IRS990/OtherExpensesGrp/ProgramServicesAmt3249801
IRS990/OtherExpensesGrp/TotalAmt01545537
IRS990/OtherExpensesGrp/TotalAmt11343310
IRS990/OtherExpensesGrp/TotalAmt2496008
IRS990/OtherExpensesGrp/TotalAmt3320258
IRS990/OtherLiabilitiesGrp/BOYAmt0740530
IRS990/OtherLiabilitiesGrp/EOYAmt0514268
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Revenue
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08723
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08723
IRS990/OtherRevenueTotalAmt08723
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02396552
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08913658
IRS990/OtherSalariesAndWagesGrp/TotalAmt011310210
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0180642
IRS990/PayrollTaxesGrp/ProgramServicesAmt0640457
IRS990/PayrollTaxesGrp/TotalAmt0821099
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt058298
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0233193
IRS990/PensionPlanContributionsGrp/TotalAmt0291491
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt092424
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0271294
IRS990/PrincipalOfficerNm0BRIAN NAGEOTTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0CARE OF ELDERLY PEOPLE
IRS990/ProgramServiceRevenueGrp/Desc1MANAGEMENT FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024506419
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt170200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024506419
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt170200
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0366965
IRS990/PYOtherExpensesAmt010520643
IRS990/PYOtherRevenueAmt0112287
IRS990/PYProgramServiceRevenueAmt024091924
IRS990/PYRevenuesLessExpensesAmt0-20965
IRS990/PYSalariesCompEmpBnftPaidAmt014071498
IRS990/PYTotalExpensesAmt024592141
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt024571176
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0538558
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt0115911
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt024701253
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02655040
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01478525
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0244316
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0278930
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0195376
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0157302
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0143279
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01019203
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024576619
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024091924
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt024331664
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt023169441
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022368444
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0118538092
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0244316
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0278930
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0195376
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0157302
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0143279
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01019203
IRS990ScheduleA/InvestmentIncomeCYPct00.00850
IRS990ScheduleA/InvestmentIncomePYPct00.00800
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt08723
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0250
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02906
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0-1802
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt014420
IRS990ScheduleA/OtherIncome509Grp/TotalAmt024497
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99130
IRS990ScheduleA/PublicSupportPY509Pct00.99180
IRS990ScheduleA/PublicSupportTotal509Amt0118538092
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024576619
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024091924
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt024331664
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023169441
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt022368444
IRS990ScheduleA/Total509Grp/TotalAmt0118538092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024829658

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,492,739
Liabilities
$21,673,360
Net assets
$20,819,379
Revenue
$24,773,439
Expenses
$24,234,881
Net income
$538,558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.9$22.5$31.4$25.6$26.1$0.51
2023Detailed filing. Detailed filing data is available for this year.$54.1$23.5$30.5$24.9$24.9$0.02
2022Detailed filing. Detailed filing data is available for this year.$53.2$24.7$28.5$23.9$23.9$0.02
2021Detailed filing. Detailed filing data is available for this year.$55.4$27.4$28.1$28.9$26.1$2.84
2020Detailed filing. Detailed filing data is available for this year.$56.6$32.9$23.7$28.6$27.9$0.72
2019Detailed filing. Detailed filing data is available for this year.$51.0$27.7$23.3$27.8$26.8$1.00
2018Detailed filing. Detailed filing data is available for this year.$49.7$27.4$22.3$27.3$26.4$0.87
2017Detailed filing. Detailed filing data is available for this year.$50.0$28.3$21.7$26.7$25.8$0.90
2016Detailed filing. Detailed filing data is available for this year.$42.5$21.7$20.8$24.8$24.2$0.54
2015Detailed filing. Detailed filing data is available for this year.$43.0$23.0$20.0$24.6$24.6$0.02
2014Detailed filing. Detailed filing data is available for this year.$44.4$24.4$20.0$24.7$24.0$0.69
2013Detailed filing. Detailed filing data is available for this year.$41.8$23.7$18.0$23.4$22.8$0.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.5$26.2$16.3$21.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.3$24.7$15.6$20.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.0$24.0$15.0$20.2