Civic Intelligence

Copeland Oaks

990 • Fiscal year 2015 • EIN 34-0941565

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 02, 2016

Organization ProfileN/A

View Organization Page

800 South 15th StreetSebring, OH 44672

(330) 938-1050

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.52x

Higher debt load relative to assets than 72% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

75th percentile

0.78x

Higher debt load relative to revenue than 75% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

20th percentile

-5.1%

Higher net margin than 20% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

47th percentile

$165,133

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

10th percentile

-9.0%

Faster asset growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

29th percentile

-3.7%

Faster revenue growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$21,987,258

Down $2,172,790 (-9.0%) from 2014

Net Assets

Down

$10,513,813

Down $902,440 (-7.9%) from 2014

Liabilities

Down

$11,473,445

Down $1,270,350 (-10.0%) from 2014

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin20th percentile

Revenue

Down

$14,757,098

Down $573,625 (-3.7%) from 2014

Expenses

Up

$15,512,100

Up $650,595 (+4.4%) from 2014

Net Income

Down

-$755,002

Down $1,224,220 (-261%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$30M$20M$10M$0Assets 2010: $26,259,297Liabilities 2010: $15,445,686Net Assets 2010: $10,813,6112010Assets 2011: $25,412,432Liabilities 2011: $14,755,243Net Assets 2011: $10,657,1892011Assets 2012: $24,461,801Liabilities 2012: $13,847,629Net Assets 2012: $10,614,1722012Assets 2013: $24,243,652Liabilities 2013: $13,134,237Net Assets 2013: $11,109,4152013Assets 2014: $24,160,048Liabilities 2014: $12,743,795Net Assets 2014: $11,416,2532014Assets 2015: $21,987,258Liabilities 2015: $11,473,445Net Assets 2015: $10,513,8132015Assets 2016: $21,366,557Liabilities 2016: $10,694,316Net Assets 2016: $10,672,2412016Assets 2017: $20,654,564Liabilities 2017: $9,720,323Net Assets 2017: $10,934,2412017Assets 2018: $19,512,079Liabilities 2018: $8,772,982Net Assets 2018: $10,739,0972018Assets 2019: $18,890,955Liabilities 2019: $7,875,184Net Assets 2019: $11,015,7712019Assets 2020: $17,723,983Liabilities 2020: $6,051,942Net Assets 2020: $11,672,0412020Assets 2021: $17,062,648Liabilities 2021: $3,798,767Net Assets 2021: $13,263,8812021Assets 2022: $16,412,250Liabilities 2022: $3,989,487Net Assets 2022: $12,422,7632022Assets 2023: $15,313,138Liabilities 2023: $3,555,097Net Assets 2023: $11,758,0412023Assets 2024: $14,753,645Liabilities 2024: $3,564,713Net Assets 2024: $11,188,9322024

Highlighted filing

2015

Assets$21,987,258
Liabilities$11,473,445
Net Assets$10,513,813
Open 2015 Filing

Operations Trend

Revenue Growth29th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $13,318,3202010Expenses 2011: $13,564,8132011Expenses 2012: $13,147,4512012Expenses 2013: $13,472,3042013Revenue 2014: $15,330,723Expenses 2014: $14,861,505Net Income 2014: $469,2182014Revenue 2015: $14,757,098Expenses 2015: $15,512,100Net Income 2015: -$755,0022015Revenue 2016: $15,623,027Expenses 2016: $15,268,289Net Income 2016: $354,7382016Revenue 2017: $15,839,692Expenses 2017: $15,560,324Net Income 2017: $279,3682017Revenue 2018: $15,614,835Expenses 2018: $15,788,749Net Income 2018: -$173,9142018Revenue 2019: $16,962,135Expenses 2019: $16,538,196Net Income 2019: $423,9392019Revenue 2020: $18,552,460Expenses 2020: $17,645,615Net Income 2020: $906,8452020Revenue 2021: $16,755,998Expenses 2021: $15,060,399Net Income 2021: $1,695,5992021Revenue 2022: $14,392,825Expenses 2022: $15,247,299Net Income 2022: -$854,4742022Revenue 2023: $15,023,063Expenses 2023: $15,658,554Net Income 2023: -$635,4912023Revenue 2024: $15,762,748Expenses 2024: $16,433,036Net Income 2024: -$670,2882024

Highlighted filing

2015

Revenue$14,757,098
Expenses$15,512,100
Net Income-$755,002
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 2, 2016
Return Version
2014v6.0
Gross Receipts
$14,760,646
Mission and Program Overview

Mission

Provide independent living, assited living and skilled nursing to residents

Provides independent living, assisted living and skilled nursing to residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$18,761,637$18,570,617▼ $191,020
Investments Other Securities$1,624,446$1,477,798▼ $146,648
Cash and Non-Interest-Bearing Accounts$1,991,216$531,772▼ $1,459,444
Investments in Publicly Traded Securities$973,990$495,061▼ $478,929
Intangible Assets$248,392$220,793▼ $27,599
Accounts Receivable$61,637$142,600▲ $80,963
Prepaid Expenses and Deferred Charges$58,505$92,415▲ $33,910
Inventories for Sale or Use$45,476$45,255▼ $221
Savings and Temporary Cash Investments$0$2,581▲ $2,581
Total Assets$24,160,048$21,987,258▼ $2,172,790
Other Assets Total$394,749$408,366▲ $13,617
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,963,000$7,176,500▼ $786,500
Deferred Revenue$2,663,784$2,571,346▼ $92,438
Accounts Payable and Accrued Expenses$1,984,139$1,607,027▼ $377,112
Other Liabilities$132,872$118,572▼ $14,300
Total Liabilities$12,743,795$11,473,445▼ $1,270,350
Net Assets / Fund Balance
Unrestricted Net Assets$9,791,807$9,036,015▼ $755,792
Temporarily Rstr Net Assets$1,230,906$1,082,258▼ $148,648
Permanently Rstr Net Assets$393,540$395,540▲ $2,000
Total Net Assets Fund Balance$11,416,253$10,513,813▼ $902,440
Total Liabilities and Net Assets / Fund Balance$24,160,048$21,987,258▼ $2,172,790

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,237,463$33,743,527$50,980,990
Leasehold Improvements$462,070$2,439,230$2,901,300
Other Land Buildings$400,190$850,256$1,250,446
Equipment$299,760$904,269$1,204,029
Land$171,134-$171,134
Other Securities$1,477,798--
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip BraistedExec. DirectorFT$149,723$15,410$165,133
Dave MannionControllerFT$102,443$15,410$117,853

Board Members and Trustees

NameTitle
Gregory NewPresident
Bill WilliamsVice President
Daniele CasertaDirector
Larry PyersDirector
Rev Dan BryantDirector
Richard ElliottDirector
Ron MendelDirector
Russell KikoDirector
Sally ChappellDirector
Tom DrakulichDirector
Tom GantDirector
Dolores CampbellHealth/wel Rep
John ScarpittiSecretary
Leland VancampTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$828,809
Program Service Revenue
$11,657,456
Investment Income
$8,661
Other Revenue
$2,262,172
Change in Net Assets
$-755,002

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,609,107
Revenue Not Reported on Financial Statements
$2,147,991
Revenue Not Reported on Form 990
$-146,648
Other Revenue Adjustments
$2,147,991
Total Revenue per Audited Statements
$12,462,459
Total Revenue per Form 990
$14,757,098
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,401,344
Other Expenses$7,110,756
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,623,753$1,711,283-$6,335,036
Depreciation Depletion$2,081,405--$2,081,405
Occupancy$1,352,687$378,000-$1,730,687
Other Employee Benefits$1,028,051$266,327-$1,294,378
Payroll Taxes$358,672$130,273-$488,945
Office Expenses$194,572$94,727-$289,299
Current Officers, Directors, Trustees, and Key Employees$212,239$70,746-$282,985
Fees for Services Other$212,129$56,776-$268,905
Insurance-$229,940-$229,940
Advertising-$202,487-$202,487
Interest-$133,535-$133,535
Other Expenses$76,286$0-$76,286
Fees for Services Management$46,342--$46,342
Travel$22,870$20,185-$43,055
Fees for Services Accounting-$25,825-$25,825
Conferences and Meetings-$15,790-$15,790
Fees for Services Legal-$11,510-$11,510
Total Functional Expenses$11,809,359$3,702,741$0$15,512,100

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,512,100
Expenses per Audited Statements$13,364,109
Total Expenses per Audited Statements$13,364,109
Expenses Not Reported on Financial Statements$2,147,991
Other Expense Adjustments$2,147,991
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-35% OR GREATER CONTROLLED ENTITY OF BILL WILLIAMS, CURRENT DIRECTORProvides Insurance Agent Services at Fair Market ValueNo$54,254
-35% OR GREATER CONTROLLED ENTITY OF GREG NEW, CURRENT DIRECTORPays Royalties for Gas Well Production to Copeland Oaks at Fair Market ValueNo$23,003
-35% OR GREATER CONTROLLED ENTITY OF CAROLYN JONES, FORMER DIR. IN FYE 2014Provides Water & Supplies at Fair Market ValueNo$4,437
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advance Deposits$118,572
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
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A copy of form 990 is given to all board members for review.”

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

“Compliance is met by the disclosure to the board annually.”

Form 990, Part VI, Section B, Line 15

“The compensation of officers and key employees are reviewed at the annual board meeting and a salary survey is done periodically.”

Form 990, Part VI, Section C, Line 18

“The organization's 990 is available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are all available upon request.”

Filing and Contact Details

Filer

Filer Name
Copeland Oaks
EIN
34-0941565
Phone
3309381050
Address
800 SOUTH 15TH STREET, SEBRING, OH 44672

Signing Officer

Name
Dave Mannion
Title
CFO/controller
Phone
3309381050
Signed
2016-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Mannion
Formed
1963
Legal Domicile
Oh
Voting Board Members
17
Independent Board Members
17
Employees
346
Volunteers
28

Preparer

Firm
Rea & Associates Inc
Address
212 N WASHINGTON STREET, MILLERSBURG, OH 44654
Preparer
Chris Roush CPA
Phone
3306746055
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net change in investment of the oaks foundation -146,648.”

Part XII Line 2C

“The organization's finance/audit committee oversees the audit on an annual basis.”

Financial Statement Notes

PART X, LINE 2:

“Generally accepted accounting principles require the organization to evaluate the level of uncertainty related to whether tax positions taken will be sustained upon examination. Any positions taken that do not meet the more-likely-than-not threshold must be quantified and recorded as a liability for unrecognized tax benefits in the accompanying balance sheet along with any associated interest and penalties that would be payable to the taxing authorities upon examination. Interest and penalties associated with unrecognized tax benefits are classified as additional income taxes in the statement of income. The home believes that none of the tax positions taken would materially impact the financial statements and no such liabilities have been recorded. In general, the home is no longer subject to u.s. Federal, state and local income tax examinations by tax authorities for the years before june 30, 2012.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in investment of the oaks foundation reported on 990, page 12, line 9 -146,648.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Expenditures donated by the oaks foundation 92,534. Reimbursement revenue from crandall medical center 2,055,457.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Expenditures donated by the oaks foundation 92,534. Expenses incurred on behalf of crandall medical center 2,055,457.”

Raw XML AppendixShowing 400 of 710 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01984139
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01607027
IRS990/AccountsReceivableGrp/BOYAmt061637
IRS990/AccountsReceivableGrp/EOYAmt0142600
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDES INDEPENDENT LIVING, ASSISTED LIVING AND SKILLED NURSING TO RESIDENTS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0202487
IRS990/AdvertisingGrp/TotalAmt0202487
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0DAVE MANNION
IRS990/BooksInCareOfDetail/PhoneNum03309381050
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 SOUTH 15TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SEBRING
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044672
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt01991216
IRS990/CashNonInterestBearingGrp/EOYAmt0531772
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt070746
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0212239
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0282985
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt015790
IRS990/ConferencesMeetingsGrp/TotalAmt015790
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0828809
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08661
IRS990/CYOtherExpensesAmt07110756
IRS990/CYOtherRevenueAmt02262172
IRS990/CYProgramServiceRevenueAmt011657456
IRS990/CYRevenuesLessExpensesAmt0-755002
IRS990/CYSalariesCompEmpBnftPaidAmt08401344
IRS990/CYTotalExpensesAmt015512100
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014757098
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt02663784
IRS990/DeferredRevenueGrp/EOYAmt02571346
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02081405
IRS990/DepreciationDepletionGrp/TotalAmt02081405
IRS990/Desc0HOME HEALTH CARE PROVIDED TO THE RESIDENTS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0346
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01921441
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt025825
IRS990/FeesForServicesAccountingGrp/TotalAmt025825
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt011510
IRS990/FeesForServicesLegalGrp/TotalAmt011510
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt046342
IRS990/FeesForServicesManagementGrp/TotalAmt046342
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt056776
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0212129
IRS990/FeesForServicesOtherGrp/TotalAmt0268905
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1415410
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1515410
IRS990/Form990PartVIISectionAGrp/PersonNm0REV DAN BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm1DOLORES CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm2DANIELE CASERTA
IRS990/Form990PartVIISectionAGrp/PersonNm3SALLY CHAPPELL
IRS990/Form990PartVIISectionAGrp/PersonNm4TOM DRAKULICH
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD ELLIOTT
IRS990/Form990PartVIISectionAGrp/PersonNm6TOM GANT
IRS990/Form990PartVIISectionAGrp/PersonNm7RUSSELL KIKO
IRS990/Form990PartVIISectionAGrp/PersonNm8RON MENDEL
IRS990/Form990PartVIISectionAGrp/PersonNm9LARRY PYERS
IRS990/Form990PartVIISectionAGrp/PersonNm10GREGORY NEW
IRS990/Form990PartVIISectionAGrp/PersonNm11BILL WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm12LELAND VANCAMP
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN SCARPITTI
IRS990/Form990PartVIISectionAGrp/PersonNm14PHILIP BRAISTED
IRS990/Form990PartVIISectionAGrp/PersonNm15DAVE MANNION
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/ReportableCompFromOrgAmt14149723
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15102443
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1HEALTH/WEL REP
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXEC. DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CONTROLLER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt02700
IRS990/GainOrLossGrp/SecuritiesAmt0-3548
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02700
IRS990/GrossReceiptsAmt014760646
IRS990/GrossRentsGrp/RealAmt02244
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0229940
IRS990/InsuranceGrp/TotalAmt0229940
IRS990/IntangibleAssetsGrp/BOYAmt0248392
IRS990/IntangibleAssetsGrp/EOYAmt0220793
IRS990/InterestGrp/ManagementAndGeneralAmt0133535
IRS990/InterestGrp/TotalAmt0133535
IRS990/InventoriesForSaleOrUseGrp/BOYAmt045476
IRS990/InventoriesForSaleOrUseGrp/EOYAmt045255
IRS990/InvestmentIncomeGrp/ExclusionAmt09509
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09509
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01624446
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01477798
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0973990
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0495061
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt037937282
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018761637
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018570617
IRS990/LandBldgEquipCostOrOtherBssAmt056507899
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03548
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE INDEPENDENT LIVING, ASSITED LIVING AND SKILLED NURSING TO RESIDENTS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt07963000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt07176500
IRS990/NetAssetsOrFundBalancesBOYAmt011416253
IRS990/NetAssetsOrFundBalancesEOYAmt010513813
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-848
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-848
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt02244
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02244
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0378000
IRS990/OccupancyGrp/ProgramServicesAmt01352687
IRS990/OccupancyGrp/TotalAmt01730687
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt094727
IRS990/OfficeExpensesGrp/ProgramServicesAmt0194572
IRS990/OfficeExpensesGrp/TotalAmt0289299
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0394749
IRS990/OtherAssetsTotalGrp/EOYAmt0408366
IRS990/OtherChangesInNetAssetsAmt0-146648
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0266327
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01028051
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01294378
IRS990/OtherExpensesGrp/Desc0FOOD PRODUCTS & RELATED
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3PRESCRIPTION DRUGS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1143271
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2212066
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt01274118
IRS990/OtherExpensesGrp/ProgramServicesAmt1326235
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt376286
IRS990/OtherExpensesGrp/TotalAmt01274118
IRS990/OtherExpensesGrp/TotalAmt1469506
IRS990/OtherExpensesGrp/TotalAmt2212066
IRS990/OtherExpensesGrp/TotalAmt376286
IRS990/OtherLiabilitiesGrp/BOYAmt0132872
IRS990/OtherLiabilitiesGrp/EOYAmt0118572
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2532000
IRS990/OtherRevenueMiscGrp/Desc0PROGRAM RELATED REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc2GARAGE CHARGES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02055457
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1165575
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt215893
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02055457
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1165575
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt215893
IRS990/OtherRevenueTotalAmt02236925
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01711283
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04623753
IRS990/OtherSalariesAndWagesGrp/TotalAmt06335036
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0130273
IRS990/PayrollTaxesGrp/ProgramServicesAmt0358672
IRS990/PayrollTaxesGrp/TotalAmt0488945
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0393540
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0395540
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt058505
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt092415
IRS990/PrincipalOfficerNm0DAVE MANNION
IRS990/PriorPeriodAdjustmentsAmt0-790
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1ENTRANCE FEES
IRS990/ProgramServiceRevenueGrp/Desc2OUTSIDE MEAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc3LAUNDRY SERVICE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010784514
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1450364
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2381336
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt341242
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010784514
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1450364
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2381336
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt341242
IRS990/ProgSrvcAccomActy2Grp/Desc0DIETARY NEEDS PROVIDED TO THE RESIDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03700467
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0381336
IRS990/ProgSrvcAccomActy3Grp/Desc0OPERATION AND MAINTENANCE OF FACILITY PROVIDED TO RESIDENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05338896
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0450364
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ALL OTHER PROGRAM SERVICES PROVIDED TO RESIDENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0848555
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt02280411
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01359233
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014831
IRS990/PYOtherExpensesAmt06496893
IRS990/PYOtherRevenueAmt02470600
IRS990/PYProgramServiceRevenueAmt011486059
IRS990/PYRevenuesLessExpensesAmt0469218
IRS990/PYSalariesCompEmpBnftPaidAmt08364612
IRS990/PYTotalExpensesAmt014861505
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015330723
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-755002
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0828809
IRS990/RentalIncomeOrLossGrp/RealAmt02244
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt010784514
IRS990/RoyaltiesRevenueGrp/ExclusionAmt023003
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt023003
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02581
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0828809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01359233
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0272793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0243801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0310157
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03014793
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt034756

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,987,258
Liabilities
$11,473,445
Net assets
$10,513,813
Revenue
$14,757,098
Expenses
$15,512,100
Net income
-$755,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.8$3.56$11.2$15.8$16.4$0.67
2023Detailed filing. Detailed filing data is available for this year.$15.3$3.56$11.8$15.0$15.7$0.64
2022Detailed filing. Detailed filing data is available for this year.$16.4$3.99$12.4$14.4$15.2$0.85
2021Detailed filing. Detailed filing data is available for this year.$17.1$3.80$13.3$16.8$15.1$1.70
2020Detailed filing. Detailed filing data is available for this year.$17.7$6.05$11.7$18.6$17.6$0.91
2019Detailed filing. Detailed filing data is available for this year.$18.9$7.88$11.0$17.0$16.5$0.42
2018Detailed filing. Detailed filing data is available for this year.$19.5$8.77$10.7$15.6$15.8$0.17
2017Detailed filing. Detailed filing data is available for this year.$20.7$9.72$10.9$15.8$15.6$0.28
2016Detailed filing. Detailed filing data is available for this year.$21.4$10.7$10.7$15.6$15.3$0.35
2015Detailed filing. Detailed filing data is available for this year.$22.0$11.5$10.5$14.8$15.5$0.76
2014Detailed filing. Detailed filing data is available for this year.$24.2$12.7$11.4$15.3$14.9$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.2$13.1$11.1$13.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.5$13.8$10.6$13.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.4$14.8$10.7$13.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.3$15.4$10.8$13.3