Civic Intelligence

Directors Hall

990 • Fiscal year 2023 • EIN 26-4576739

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 30, 2024

Organization ProfileWWW.HERITAGECOMMUNITY.COM
2400 Portage StreetKalamazoo, MI 49001

(269) 382-1255

Siviq Scores

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

Liabilities / Assets

96th percentile

1.20x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.62x

Higher debt load relative to revenue than 83% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

52nd percentile

5.2%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

96th percentile

$329,049

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

99th percentile

408%

Faster asset growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

40%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$2,444,490

Up $1,963,380 (+408%) from 2022

Net Assets

Up

-$489,857

Up $244,932 (+33%) from 2022

Liabilities

Up

$2,934,347

Up $1,718,448 (+141%) from 2022

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin52nd percentile

Revenue

Up

$4,706,078

Up $1,350,347 (+40%) from 2022

Expenses

Up

$4,461,146

Up $818,984 (+22%) from 2022

Net Income

Up

$244,932

Up $531,363 (+186%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $1,737,831Liabilities 2011: $2,394,070Net Assets 2011: -$656,2392011Assets 2013: $1,748,543Liabilities 2013: $1,563,693Net Assets 2013: $184,8502013Assets 2014: $1,955,405Liabilities 2014: $2,243,149Net Assets 2014: -$287,7442014Assets 2015: $1,951,167Liabilities 2015: $2,088,090Net Assets 2015: -$136,9232015Assets 2016: $2,494,613Liabilities 2016: $2,913,785Net Assets 2016: -$419,1722016Assets 2017: $2,202,991Liabilities 2017: $2,826,506Net Assets 2017: -$623,5152017Assets 2018: $280,503Liabilities 2018: $912,284Net Assets 2018: -$631,7812018Assets 2019: $236,686Liabilities 2019: $909,004Net Assets 2019: -$672,3182019Assets 2020: $617,041Liabilities 2020: $1,179,672Net Assets 2020: -$562,6312020Assets 2021: $534,058Liabilities 2021: $982,416Net Assets 2021: -$448,3582021Assets 2022: $481,110Liabilities 2022: $1,215,899Net Assets 2022: -$734,7892022Assets 2023: $2,444,490Liabilities 2023: $2,934,347Net Assets 2023: -$489,8572023Assets 2024: $2,027,478Liabilities 2024: $2,312,356Net Assets 2024: -$284,8782024Assets 2025: $1,706,553Liabilities 2025: $1,937,540Net Assets 2025: -$230,9872025

Highlighted filing

2023

Assets$2,444,490
Liabilities$2,934,347
Net Assets-$489,857
Open 2023 Filing

Operations Trend

Revenue Growth80th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $582,8812011Expenses 2013: $2,765,9032013Revenue 2014: $2,288,695Expenses 2014: $2,761,289Net Income 2014: -$472,5942014Revenue 2015: $2,912,400Expenses 2015: $3,020,122Net Income 2015: -$107,7222015Revenue 2016: $3,019,598Expenses 2016: $3,301,847Net Income 2016: -$282,2492016Revenue 2017: $3,076,677Expenses 2017: $3,281,020Net Income 2017: -$204,3432017Revenue 2018: $3,338,039Expenses 2018: $3,346,305Net Income 2018: -$8,2662018Revenue 2019: $3,530,040Expenses 2019: $3,570,577Net Income 2019: -$40,5372019Revenue 2020: $3,548,167Expenses 2020: $3,438,480Net Income 2020: $109,6872020Revenue 2021: $3,516,931Expenses 2021: $3,402,658Net Income 2021: $114,2732021Revenue 2022: $3,355,731Expenses 2022: $3,642,162Net Income 2022: -$286,4312022Revenue 2023: $4,706,078Expenses 2023: $4,461,146Net Income 2023: $244,9322023Revenue 2024: $4,518,852Expenses 2024: $4,313,873Net Income 2024: $204,9792024Revenue 2025: $4,833,453Expenses 2025: $4,779,562Net Income 2025: $53,8912025

Highlighted filing

2023

Revenue$4,706,078
Expenses$4,461,146
Net Income$244,932
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 30, 2024
Return Version
2022v5.0
Gross Receipts
$4,716,331
Mission and Program Overview

Mission

We will be the premier senior living provider that celebrates the whole person while embracing families and partnering with the community

Housing and personal care/assisted living for low and middle income elderly and/or physically handicapped

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,878,599$1,743,891▼ $134,708
Accounts Receivable$106,063$678,075▲ $572,012
Prepaid Expenses and Deferred Charges$7,824$10,834▲ $3,010
Cash and Non-Interest-Bearing Accounts$331,394$250▼ $331,144
Total Assets$481,110$2,444,490▲ $1,963,380
Other Assets Total$-1,842,770$11,440▲ $1,854,210
Liabilities
Other Liabilities$13,513$1,847,436▲ $1,833,923
Mortgage Notes Payable Secured by Investment Property$1,062,347$991,507▼ $70,840
Accounts Payable and Accrued Expenses$140,039$95,404▼ $44,635
Grants Payable$0--
Total Liabilities$1,215,899$2,934,347▲ $1,718,448
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$-734,789$-489,857▲ $244,932
Total Net Assets Fund Balance$-734,789$-489,857▲ $244,932
Total Liabilities and Net Assets / Fund Balance$481,110$2,444,490▲ $1,963,380

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,657,429$1,711,371$3,368,800
Equipment$69,734$286,480$356,214
Other Land Buildings$16,728$21,729$38,457
Land$0-$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,876,229$0▲ $234,800$6,622$2,104,407
2021$2,168,925$35,511▼ $280,425$47,782$1,876,229
2020$1,711,896$21,419▲ $495,464$59,854$2,168,925
2019$1,663,252$73,060▲ $32,615$57,031$1,711,896
2018$1,518,118$109,310▲ $89,015$53,191$1,663,252
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleOtherTotal
Matthew ShankleVice President of Marketing & Sales$138,219$138,219
Belinda JansonCNA$134,199$134,199
Roxanne FletcherDirector of It$125,731$125,731
Dawn NickrentDirector of Nursing$120,743$120,743
Amy BarnesController$116,394$116,394
Denise EberthVice President Human Resources$101,800$101,800

Board Members and Trustees

NameTitle
Rex BellBoard Chair
Bob MillerVice Chair
Paul BarberVice President of Operations
William MillardBoard Treasurer
Cheryl KnappDirector
Dan RinzemaDirector
James EscamillaDirector
Laura EllerDirector
Richard NagleDirector
Ron CislerDirector
Sydney EllisDirector
Lindsay MorseDirector of Health Services
Jay PrinceCEO
Rachel OlmstedCFO
David HerbelEx Officio
Revenue and Support

Revenue Composition

Contributions and Grants
$447,918
Program Service Revenue
$4,167,612
Investment Income
$-10,206
Other Revenue
$100,754
All Other Contributions
$0
Change in Net Assets
$244,932

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,013,989
Revenue Not Reported on Financial Statements
$692,089
Revenue Not Reported on Form 990
$10,253
Other Revenue Adjustments
$692,089
Total Revenue per Audited Statements
$4,024,242
Total Revenue per Form 990
$4,706,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,344,436
Salaries, Compensation, and Employee Benefits$2,116,710
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,827,189--$1,827,189
Fees for Services Other$874,215$16,717-$890,932
Fees for Services Management$39,356$517,454-$556,810
Occupancy$217,662$57,190-$274,852
Depreciation Depletion$210,959$33,135-$244,094
Other Employee Benefits$149,646--$149,646
Payroll Taxes$135,600--$135,600
Office Expenses$13,831--$13,831
Fees for Services Accounting-$6,381-$6,381
All Other Expenses$6,196--$6,196
Pension Plan Contributions$4,275--$4,275
Other Expenses$4,083$0$0$4,083
Conferences and Meetings$2,505--$2,505
Information Technology$1,872--$1,872
Fees for Services Legal-$1,621-$1,621
Interest$711--$711
Insurance-$671-$671
Total Functional Expenses$3,827,977$633,169$0$4,461,146

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,461,146
Total Expenses per Audited Statements$3,779,310
Expenses per Audited Statements$3,769,057
Expenses Not Reported on Financial Statements$692,089
Other Expense Adjustments$692,089
Expenses Not Reported on Form 990$10,253
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due To/from Related Parties$1,842,163
Security Deposit$4,500
Payroll Liabilities$4,263
Patient Trust Funds$536
Loan Refinance Cost$-4,026
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
Yes
Other officer compensation reviewed
No
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 A, Line 6

“Their sole member is heritage community of kalamazoo”

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

“Members of the board of directors elect/appoint new members for a three year term at the annual meeting”

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

“A copy of the 990 was reviewed by the cfo prior to filing the return”

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

“The board members are required to sign a conflict of interest form each year acknowledging receipt of the conflict of interest policy and disclosure of any potential conflicts. Board members having a conflict of interest shall not participate in making a business decision to commit the organization's resources. Any board member having a conflict must also abstain from voting on relevant subjects which is reflected in the board minutes. The conflict of interest policy is reviewed by the board of directors annually.”

Form 990, Part VI, Section B, Line 15

“A formal review process and comparability data provided by human resources”

Form 990, Part VI, Section C, Line 19

“The information is provided to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Directors Hall
EIN
26-4576739
Phone
2693821255
Address
2400 PORTAGE STREET, KALAMAZOO, MI 49001
Doing Business As
Hawthorn Landing

Signing Officer

Name
Rachel Olmsted
Title
Chief Financial Officer
Phone
2693821255
Signed
2024-04-30

Organization Details

Principal Officer
Rachel Olmsted
Formed
2010
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
148
Volunteers
6
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Increased need for contracted care services”

Financial Statement Notes

Schedule D, Part V, Line 4

“Endowment funds are to be used to support the foundation as indicated by the donor”

Schedule D, Part XI, Line 2D

“LOSS ON SALE OF ASSET”

Schedule D, Part XI, Line 4B

“MANAGEMENT FEES”

Schedule D, Part XII, Line 2D

“LOSS ON SALE OF ASSET”

Schedule D, Part XII, Line 4B

“MANAGEMENT FEES”

Raw XML AppendixShowing 400 of 949 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/PersonNm12WILLIAM MILLARD
IRS990/Form990PartVIISectionAGrp/PersonNm13RICHARD NAGLE
IRS990/Form990PartVIISectionAGrp/PersonNm14RON CISLER
IRS990/Form990PartVIISectionAGrp/PersonNm15SYDNEY ELLIS
IRS990/Form990PartVIISectionAGrp/PersonNm16JAMES ESCAMILLA
IRS990/Form990PartVIISectionAGrp/PersonNm17LAURA ELLER
IRS990/Form990PartVIISectionAGrp/PersonNm18DAVID HERBEL
IRS990/Form990PartVIISectionAGrp/PersonNm19CHERYL KNAPP
IRS990/Form990PartVIISectionAGrp/PersonNm20DAN RINZEMA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0324773
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1200822
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2159990
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3141874
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4126502
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5129199
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6109510
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7109278
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8104677
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9101800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR OF HEALTH SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT OF MARKETING & SALES
IRS990/Form990PartVIISectionAGrp/TitleTxt5CNA
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR OF IT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR OF NURSING
IRS990/Form990PartVIISectionAGrp/TitleTxt8CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt0-10253
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt0447918
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt04716331
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt011
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt01872
IRS990/InformationTechnologyGrp/TotalAmt01872
IRS990/InsuranceGrp/ManagementAndGeneralAmt0671
IRS990/InsuranceGrp/TotalAmt0671
IRS990/InterestGrp/ProgramServicesAmt0711
IRS990/InterestGrp/TotalAmt0711
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt047
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt047
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02019580
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01878599
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01743891
IRS990/LandBldgEquipCostOrOtherBssAmt03763471
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt010253
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt055471
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt055471
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0WE WILL BE THE PREMIER SENIOR LIVING PROVIDER THAT CELEBRATES THE WHOLE PERSON WHILE EMBRACING FAMILIES AND PARTNERING WITH THE COMMUNITY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01062347
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0991507
IRS990/NetAssetsOrFundBalancesBOYAmt0-734789
IRS990/NetAssetsOrFundBalancesEOYAmt0-489857
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-10253
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-10253
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-734789
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-489857
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt057190
IRS990/OccupancyGrp/ProgramServicesAmt0217662
IRS990/OccupancyGrp/TotalAmt0274852
IRS990/OfficeExpensesGrp/ProgramServicesAmt013831
IRS990/OfficeExpensesGrp/TotalAmt013831
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0-1842770
IRS990/OtherAssetsTotalGrp/EOYAmt011440
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0149646
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0149646
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt0343140
IRS990/OtherExpensesGrp/ProgramServicesAmt1-3263
IRS990/OtherExpensesGrp/ProgramServicesAmt24083
IRS990/OtherExpensesGrp/TotalAmt0343140
IRS990/OtherExpensesGrp/TotalAmt1-3263
IRS990/OtherExpensesGrp/TotalAmt24083
IRS990/OtherLiabilitiesGrp/BOYAmt013513
IRS990/OtherLiabilitiesGrp/EOYAmt01847436
IRS990/OtherRevenueMiscGrp/BusinessCd0623311
IRS990/OtherRevenueMiscGrp/Desc0EMPLOYEE RETENTION CREDIT INTEREST INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt045283
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt045283
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0100754
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01827189
IRS990/OtherSalariesAndWagesGrp/TotalAmt01827189
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0135600
IRS990/PayrollTaxesGrp/TotalAmt0135600
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04275
IRS990/PensionPlanContributionsGrp/TotalAmt04275
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07824
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010834
IRS990/PrincipalOfficerNm0RACHEL OLMSTED
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623311
IRS990/ProgramServiceRevenueGrp/BusinessCd1812112
IRS990/ProgramServiceRevenueGrp/BusinessCd2623311
IRS990/ProgramServiceRevenueGrp/Desc0ROOM AND BOARD
IRS990/ProgramServiceRevenueGrp/Desc1BEAUTY AND BARBER
IRS990/ProgramServiceRevenueGrp/Desc2COMMUNITY FEE
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,444,490
Liabilities
$2,934,347
Net assets
-$489,857
Revenue
$4,706,078
Expenses
$4,461,146
Net income
$244,932
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.71$1.94$0.23$4.83$4.78$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.03$2.31$0.28$4.52$4.31$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.44$2.93$0.49$4.71$4.46$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.48$1.22$0.73$3.36$3.64$0.29
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.98$0.45$3.52$3.40$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.62$1.18$0.56$3.55$3.44$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.91$0.67$3.53$3.57$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.91$0.63$3.34$3.35$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.20$2.83$0.62$3.08$3.28$0.20
2016Detailed filing. Detailed filing data is available for this year.$2.49$2.91$0.42$3.02$3.30$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.95$2.09$0.14$2.91$3.02$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.96$2.24$0.29$2.29$2.76$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$1.56$0.18$2.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$2.39$0.66$0.58