Civic Intelligence

Herman L Anderson Inc.

990 • Fiscal year 2017 • EIN 30-0270917

Jan 01, 2017 to Dec 31, 2017 • Filed on Jan 28, 2019

Organization Profileandersonoaksassistedliving.com
609 17th Ave NMyrtle Beach, SC 29577

(843) 347-9280

Siviq Scores

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

Liabilities / Assets

96th percentile

1.40x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

2.27x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

33rd percentile

-2.0%

Higher net margin than 33% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

31st percentile

-1.9%

Faster asset growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

4.0%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$4,143,153

Down $80,784 (-1.9%) from 2016

Net Assets

Down

-$1,638,998

Down $51,534 (-3.2%) from 2016

Liabilities

Down

$5,782,151

Down $29,250 (-0.5%) from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin33rd percentile

Revenue

Up

$2,550,282

Up $97,889 (+4.0%) from 2016

Expenses

Up

$2,601,816

Up $61,342 (+2.4%) from 2016

Net Income

Up

-$51,534

Up $36,547 (+41%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$10M$5.0M$0-$5.0MAssets 2013: $4,766,289Liabilities 2013: $6,081,218Net Assets 2013: -$1,314,9292013Assets 2014: $4,599,268Liabilities 2014: $5,977,810Net Assets 2014: -$1,378,5422014Assets 2015: $4,420,788Liabilities 2015: $5,920,171Net Assets 2015: -$1,499,3832015Assets 2016: $4,223,937Liabilities 2016: $5,811,401Net Assets 2016: -$1,587,4642016Assets 2017: $4,143,153Liabilities 2017: $5,782,151Net Assets 2017: -$1,638,9982017Assets 2018: $3,996,850Liabilities 2018: $5,684,717Net Assets 2018: -$1,687,8672018Assets 2019: $4,065,600Liabilities 2019: $5,633,611Net Assets 2019: -$1,568,0112019Assets 2020: $3,909,127Liabilities 2020: $5,452,766Net Assets 2020: -$1,543,6392020Assets 2021: $3,768,497Liabilities 2021: $5,607,139Net Assets 2021: -$1,838,6422021Assets 2022: $3,710,332Liabilities 2022: $5,747,623Net Assets 2022: -$2,037,2912022Assets 2023: $3,751,716Liabilities 2023: $5,362,438Net Assets 2023: -$1,610,7222023Assets 2024: $3,611,810Liabilities 2024: $5,081,580Net Assets 2024: -$1,469,7702024

Highlighted filing

2017

Assets$4,143,153
Liabilities$5,782,151
Net Assets-$1,638,998
Open 2017 Filing

Operations Trend

Revenue Growth49th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $2,228,811Expenses 2013: $2,114,566Net Income 2013: $114,2452013Revenue 2014: $2,247,366Expenses 2014: $2,310,979Net Income 2014: -$63,6132014Revenue 2015: $2,405,497Expenses 2015: $2,526,339Net Income 2015: -$120,8422015Revenue 2016: $2,452,393Expenses 2016: $2,540,474Net Income 2016: -$88,0812016Revenue 2017: $2,550,282Expenses 2017: $2,601,816Net Income 2017: -$51,5342017Revenue 2018: $2,717,107Expenses 2018: $2,765,976Net Income 2018: -$48,8692018Revenue 2019: $2,895,942Expenses 2019: $2,776,086Net Income 2019: $119,8562019Revenue 2020: $2,911,584Expenses 2020: $2,887,212Net Income 2020: $24,3722020Revenue 2021: $2,414,743Expenses 2021: $2,917,455Net Income 2021: -$502,7122021Revenue 2022: $2,722,476Expenses 2022: $2,921,125Net Income 2022: -$198,6492022Revenue 2023: $3,240,482Expenses 2023: $2,813,913Net Income 2023: $426,5692023Revenue 2024: $2,815,556Expenses 2024: $2,674,604Net Income 2024: $140,9522024

Highlighted filing

2017

Revenue$2,550,282
Expenses$2,601,816
Net Income-$51,534
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jan 28, 2019
Return Version
2017v2.2
Gross Receipts
$2,550,282
Mission and Program Overview

Mission

To operate an eighty bed assisted living facility and provide meals for the elderly and disabled.

To operate an eighty bed assisted living facility for the elderly and disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,809,072$3,670,212▼ $138,860
Accounts Receivable$76,329$73,077▼ $3,252
Cash and Non-Interest-Bearing Accounts$1,403$64,732▲ $63,329
Prepaid Expenses and Deferred Charges$23,498$21,636▼ $1,862
Inventories for Sale or Use$5,608$5,780▲ $172
Total Assets$4,223,937$4,143,153▼ $80,784
Other Assets Total$308,027$307,716▼ $311
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,737,105$5,648,737▼ $88,368
Accounts Payable and Accrued Expenses$33,185$110,685▲ $77,500
Other Liabilities$41,111$22,729▼ $18,382
Total Liabilities$5,811,401$5,782,151▼ $29,250
Net Assets / Fund Balance
Unrestricted Net Assets$-1,587,464$-1,638,998▼ $51,534
Total Net Assets Fund Balance$-1,587,464$-1,638,998▼ $51,534
Total Liabilities and Net Assets / Fund Balance$4,223,937$4,143,153▼ $80,784

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,948,699$705,660$3,654,359
Land$553,308-$553,308
Equipment$56,027$267,538$323,565
Other Land Buildings$112,178$163,357$275,535
Other Assets Org$303,777--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
G Craig SmithPresident / Chairperson
Patsy RayVice-chairperson
Johnny ShelleyBoard Member
Vivian MillerBoard Member
Janie PrinceSecretary / Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,180
Program Service Revenue
$2,547,691
Investment Income
$411
Other Revenue
$0
All Other Contributions
$2,180
Change in Net Assets
$-51,534

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,550,282
Total Revenue per Audited Statements
$2,550,282
Total Revenue per Form 990
$2,550,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,386,768
Other Expenses$1,215,048
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,004,365$61,841$0$1,066,206
Other Employee Benefits$228,087$6,066$0$234,153
Interest$211,262$3,480$0$214,742
Fees for Services Management$37,369$149,476$0$186,845
Depreciation Depletion$139,391$2,295$0$141,686
Occupancy$103,685$1,620$0$105,305
Insurance$94,494$972$0$95,466
All Other Expenses$93,247$0$0$93,247
Payroll Taxes$81,641$4,768$0$86,409
Advertising$83,890$0$0$83,890
Fees for Services Accounting$0$33,342$0$33,342
Other Expenses$16,424$0$0$16,424
Office Expenses$12,977$1,290$0$14,267
Total Functional Expenses$2,336,320$265,496$0$2,601,816

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,601,816
Total Expenses per Audited Statements$2,601,816
Total Expenses per Form 990$2,601,816
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
Rents Collected in Advance$19,090
Resident Trust Deposits$3,639
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
Herman L Anderson Inc
EIN
30-0270917
Phone
8433479280
Address
609 17TH AVE N, MYRTLE BEACH, SC 29577
Doing Business As
Anderson Oaks Assisted Living

Signing Officer

Name
G Craig Smith
Title
President
Phone
8433479280
Signed
2019-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
G Craig Smith
Formed
2003
Legal Domicile
Sc
Voting Board Members
5
Independent Board Members
5
Employees
86
Volunteers
6

Preparer

Firm
M Timothy Hucks Pa
Address
609 17TH AVE N, MYRTLE BEACH, SC 29577
Preparer
M Timothy Hucks
Phone
8436268302
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

“The organization delegated management of the assisted living facility to jubilee southeast, inc. The assisted living facility for the elderly and disabled is regulated by the usda rural development community facilities program and the department of health and environmental control. Jubilee southeast, inc. Was chosen due to its experience in management under these guidelines.”

Pt VI, Line 8B

“Minutes are maintained on all board of director meetings. There are no sub committees of the governing body.”

Pt VI, Line 11B

“A copy of the form 990 is reviewed by the board of directors prior to filing. The board will discuss any concerns regarding the 990 and any changes will be made at that time.”

Pt VI, Line 19

“The organization has its governing documents and financial statements available to the public at the facility during normal office hours.”

Pt VI, Line 15A

“The management company reviews the performance of the executive director and makes a recommendation to the board on compensation.”

Pt VI, Line 15B

“The management company along with the executive director review the performance of the staff and makes decisions on their compensation.”

Pt VI, Line 7B

“The management company oversees operating procedures and personnel staffing with the facility administrator.”

Form 990, Part IX, Line 24E

“Resident rentals bad debts 54948. 54948. 0. 0.”

Form 990, Part IX, Line 24E

“Automotive expenses 22353. 22353. 0. 0.”

Form 990, Part IX, Line 24E

“Licensing & inspections 1809. 1809. 0. 0.”

Form 990, Part IX, Line 24E

“Supplies 14056. 14056. 0. 0.”

Form 990, Part IX, Line 24E

“Training & seminars 81. 81. 0. 0.”

Financial Statement Notes

Pt X, Line 2

“It is the organization's policy to evaluate all tax positions to identify any that may be considered uncertain. All identified material tax positions are assessed and measured by a "more-likely-than-not" threshold to determine if the tax position is uncertain and what, if any, the effect of the uncertain tax position may have on the financial statements. No material uncertain tax positions were identified for 2015. Currently, the statute of limitations remains open subsequent to and including 2012; however, no examinations are in process or anticipated.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IT IS THE ORGANIZATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2015. CURRENTLY, THE STATUTE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO AND INCLUDING 2012; HOWEVER, NO EXAMINATIONS ARE IN PROCESS OR ANTICIPATED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATED MANAGEMENT OF THE ASSISTED LIVING FACILITY TO JUBILEE SOUTHEAST, INC. THE ASSISTED LIVING FACILITY FOR THE ELDERLY AND DISABLED IS REGULATED BY THE USDA RURAL DEVELOPMENT COMMUNITY FACILITIES PROGRAM AND THE DEPARTMENT OF HEALTH AND ENVIRONMENTAL CONTROL. JUBILEE SOUTHEAST, INC. WAS CHOSEN DUE TO ITS EXPERIENCE IN MANAGEMENT UNDER THESE GUIDELINES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MINUTES ARE MAINTAINED ON ALL BOARD OF DIRECTOR MEETINGS. THERE ARE NO SUB COMMITTEES OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. THE BOARD WILL DISCUSS ANY CONCERNS REGARDING THE 990 AND ANY CHANGES WILL BE MADE AT THAT TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT THE FACILITY DURING NORMAL OFFICE HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MANAGEMENT COMPANY REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND MAKES A RECOMMENDATION TO THE BOARD ON COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE MANAGEMENT COMPANY ALONG WITH THE EXECUTIVE DIRECTOR REVIEW THE PERFORMANCE OF THE STAFF AND MAKES DECISIONS ON THEIR COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE MANAGEMENT COMPANY OVERSEES OPERATING PROCEDURES AND PERSONNEL STAFFING WITH THE FACILITY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RESIDENT RENTALS BAD DEBTS 54948. 54948. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AUTOMOTIVE EXPENSES 22353. 22353. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9LICENSING & INSPECTIONS 1809. 1809. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SUPPLIES 14056. 14056. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TRAINING & SEMINARS 81. 81. 0. 0.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
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IRS990/USAddress/CityNm0CONWAY
IRS990/USAddress/StateAbbreviationCd0SC

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,143,153
Liabilities
$5,782,151
Net assets
-$1,638,998
Revenue
$2,550,282
Expenses
$2,601,816
Net income
-$51,534
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.61$5.08$1.47$2.82$2.67$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.75$5.36$1.61$3.24$2.81$0.43
2022Detailed filing. Detailed filing data is available for this year.$3.71$5.75$2.04$2.72$2.92$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.77$5.61$1.84$2.41$2.92$0.50
2020Detailed filing. Detailed filing data is available for this year.$3.91$5.45$1.54$2.91$2.89$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.07$5.63$1.57$2.90$2.78$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.00$5.68$1.69$2.72$2.77$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.14$5.78$1.64$2.55$2.60$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.22$5.81$1.59$2.45$2.54$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.42$5.92$1.50$2.41$2.53$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.60$5.98$1.38$2.25$2.31$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.77$6.08$1.31$2.23$2.11$0.11