Civic Intelligence

Copeland Oaks

990 • Fiscal year 2016 • EIN 34-0941565

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 09, 2017

Organization ProfileN/A

View Organization Page

715 Johnson RdSebring, OH 44672

(330) 938-6126

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.50x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.68x

Higher debt load relative to revenue than 73% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

49th percentile

2.3%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

26th percentile

-2.8%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

5.9%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$21,366,557

Down $620,701 (-2.8%) from 2015

Net Assets

Up

$10,672,241

Up $158,428 (+1.5%) from 2015

Liabilities

Down

$10,694,316

Down $779,129 (-6.8%) from 2015

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin49th percentile

Revenue

Up

$15,623,027

Up $865,929 (+5.9%) from 2015

Expenses

Down

$15,268,289

Down $243,811 (-1.6%) from 2015

Net Income

Up

$354,738

Up $1,109,740 (+147%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2016

Assets$21,366,557
Liabilities$10,694,316
Net Assets$10,672,241
Open 2016 Filing

Operations Trend

Revenue Growth59th 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

2016

Revenue$15,623,027
Expenses$15,268,289
Net Income$354,738
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 9, 2017
Return Version
2015v3.0
Gross Receipts
$15,624,277
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$18,570,617$17,329,061▼ $1,241,556
Investments Other Securities$1,477,798$1,281,488▼ $196,310
Cash and Non-Interest-Bearing Accounts$531,772$1,093,349▲ $561,577
Investments in Publicly Traded Securities$495,061$393,706▼ $101,355
Intangible Assets$220,793$193,194▼ $27,599
Accounts Receivable$142,600$144,403▲ $1,803
Prepaid Expenses and Deferred Charges$92,415$137,828▲ $45,413
Savings and Temporary Cash Investments$2,581$108,910▲ $106,329
Inventories for Sale or Use$45,255$41,463▼ $3,792
Total Assets$21,987,258$21,366,557▼ $620,701
Other Assets Total$408,366$643,155▲ $234,789
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,176,500$6,350,000▼ $826,500
Deferred Revenue$2,571,346$2,615,528▲ $44,182
Accounts Payable and Accrued Expenses$1,607,027$1,610,216▲ $3,189
Other Liabilities$118,572$118,572→ $0
Total Liabilities$11,473,445$10,694,316▼ $779,129
Net Assets / Fund Balance
Unrestricted Net Assets$9,036,015$9,390,753▲ $354,738
Temporarily Rstr Net Assets$1,082,258$885,948▼ $196,310
Permanently Rstr Net Assets$395,540$395,540→ $0
Total Net Assets Fund Balance$10,513,813$10,672,241▲ $158,428
Total Liabilities and Net Assets / Fund Balance$21,987,258$21,366,557▼ $620,701

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,996,431$35,589,098$51,585,529
Leasehold Improvements$425,259$2,499,344$2,924,603
Other Land Buildings$424,323$933,704$1,358,027
Equipment$311,914$939,531$1,251,445
Land$171,134-$171,134
Other Securities$1,281,488--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
David Dave MannionCEO/CFOPT$65,821$60,535$126,356
Philip BraistedFormer Exec. DirectorPT$105,496$10,540$116,036

Board Members and Trustees

NameTitle
Gregory NewPresident
Dan GriffithVice President
Andrew EstockDirector
Daniel GriffithDirector
Daniele CasertaDirector
Donna GustaffsonDirector
Jean ThompsonDirector
John DilworthDirector
Rev Dan BryantDirector
Rev Robert AmeyDirector
Richard ElliottDirector
Richard JamesDirector
Ron MendelDirector
Sally ChappellDirector
Tom DrakulichDirector
Tom GantDirector
John ScarpittiSecretary
Leland VancampTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Boyd & Hawkins Roofing LLCRoofingPO BOX 61, Sebring, OH 44672$125,568
Revenue and Support

Revenue Composition

Contributions and Grants
$946,320
Program Service Revenue
$12,362,261
Investment Income
$18,195
Other Revenue
$2,296,251
Change in Net Assets
$354,738

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,447,629
Revenue Not Reported on Financial Statements
$2,175,398
Revenue Not Reported on Form 990
$-196,310
Other Revenue Adjustments
$2,175,398
Total Revenue per Audited Statements
$13,251,319
Total Revenue per Form 990
$15,623,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,168,073
Other Expenses$7,100,216
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,905,105$1,635,035-$6,540,140
Depreciation Depletion$2,100,997--$2,100,997
Occupancy$1,194,561$378,000-$1,572,561
Other Employee Benefits$571,911$190,637-$762,548
Payroll Taxes$410,809$136,936-$547,745
Fees for Services Other$222,838$45,946-$268,784
Insurance-$256,832-$256,832
Advertising-$239,380-$239,380
Current Officers, Directors, Trustees, and Key Employees$143,887$47,962-$191,849
Office Expenses$54,057$104,420-$158,477
Interest-$127,077-$127,077
Pension Plan Contributions$94,343$31,448-$125,791
Other Expenses$60,629$223,378-$60,629
Travel$16,931$32,547-$49,478
Fees for Services Management$46,691--$46,691
Fees for Services Legal-$27,387-$27,387
Fees for Services Accounting-$25,105-$25,105
Information Technology-$19,972-$19,972
Conferences and Meetings-$14,209-$14,209
Total Functional Expenses$11,638,152$3,630,137$0$15,268,289

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,268,289
Expenses per Audited Statements$13,092,891
Total Expenses per Audited Statements$13,092,891
Expenses Not Reported on Financial Statements$2,175,398
Other Expense Adjustments$2,175,398
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 GREG NEW, CURRENT DIRECTORPays Royalties for Gas Well Production to Copeland Oaks at Fair Market ValueNo$13,642
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advanced 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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“A draft of form 990 is provided to the accounting manager each year. The organization makes a copy of this drafted form 990 available to all governing body members for review before approving the draft and submitting the return each year.”

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

“Compliance is met by the disclosure to the board on an annual basis.”

Form 990, Part VI, Section B, line 15

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

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
3309386126
Address
715 JOHNSON RD, SEBRING, OH 44672

Signing Officer

Name
David J Mannion
Title
CEO/ CFO
Phone
3309381050
Signed
2017-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David J Mannion
Formed
1963
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
15
Employees
368
Volunteers
30

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 oak -196,310.”

Form 990, Part XII, Line 2C

“The organization's finance/audit committee oversees the audit on an annual basis. This has not changed since the prior return was filed.”

Financial Statement Notes

Part X, Line 2:

“Generally accepted accounting principles require the Home 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.”

Part XI, Line 2D - Other Adjustments:

“Change in investment of the oaks foundation reported on 990, page 12, line 9 -196,310.”

Part XI, Line 4B - Other Adjustments:

“Expenditures donated by the oaks foundation 94,523. Reimbursement revenue from crandall medical center 2,080,875.”

Part XII, Line 4B - Other Adjustments:

“Expenditures donated by the oaks foundation 94,523. Expenses incurred on behalf of crandall medical center 2,080,875.”

Raw XML AppendixShowing 400 of 757 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/OtherCompensationAmt1916655
IRS990/Form990PartVIISectionAGrp/PersonNm0REV DAN BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm1Rev Robert Amey
IRS990/Form990PartVIISectionAGrp/PersonNm2DANIELE CASERTA
IRS990/Form990PartVIISectionAGrp/PersonNm3SALLY CHAPPELL
IRS990/Form990PartVIISectionAGrp/PersonNm4TOM DRAKULICH
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD ELLIOTT
IRS990/Form990PartVIISectionAGrp/PersonNm6TOM GANT
IRS990/Form990PartVIISectionAGrp/PersonNm7John Dilworth
IRS990/Form990PartVIISectionAGrp/PersonNm8RON MENDEL
IRS990/Form990PartVIISectionAGrp/PersonNm9Andrew Estock
IRS990/Form990PartVIISectionAGrp/PersonNm10Daniel Griffith
IRS990/Form990PartVIISectionAGrp/PersonNm11Donna Gustaffson
IRS990/Form990PartVIISectionAGrp/PersonNm12Jean Thompson
IRS990/Form990PartVIISectionAGrp/PersonNm13Richard James
IRS990/Form990PartVIISectionAGrp/PersonNm14GREGORY NEW
IRS990/Form990PartVIISectionAGrp/PersonNm15Dan Griffith
IRS990/Form990PartVIISectionAGrp/PersonNm16LELAND VANCAMP
IRS990/Form990PartVIISectionAGrp/PersonNm17JOHN SCARPITTI
IRS990/Form990PartVIISectionAGrp/PersonNm18PHILIP BRAISTED
IRS990/Form990PartVIISectionAGrp/PersonNm19DAVID DAVE 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/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18108542
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1965821
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1872362
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1943880
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
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/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18FORMER EXEC. DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19CEO/CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt011000
IRS990/GainOrLossGrp/SecuritiesAmt0-1250
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt011000
IRS990/GrossReceiptsAmt015624277
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt019972
IRS990/InformationTechnologyGrp/TotalAmt019972
IRS990/InsuranceGrp/ManagementAndGeneralAmt0256832
IRS990/InsuranceGrp/TotalAmt0256832
IRS990/IntangibleAssetsGrp/BOYAmt0220793
IRS990/IntangibleAssetsGrp/EOYAmt0193194
IRS990/InterestGrp/ManagementAndGeneralAmt0127077
IRS990/InterestGrp/TotalAmt0127077
IRS990/InventoriesForSaleOrUseGrp/BOYAmt045255
IRS990/InventoriesForSaleOrUseGrp/EOYAmt041463
IRS990/InvestmentIncomeGrp/ExclusionAmt08445
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08445
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01477798
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01281488
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0495061
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0393706
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt039961677
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018570617
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017329061
IRS990/LandBldgEquipCostOrOtherBssAmt057290738
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01250
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/BOYAmt07176500
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt06350000
IRS990/NetAssetsOrFundBalancesBOYAmt010513813
IRS990/NetAssetsOrFundBalancesEOYAmt010672241
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09750
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09750
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0378000
IRS990/OccupancyGrp/ProgramServicesAmt01194561
IRS990/OccupancyGrp/TotalAmt01572561
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0104420
IRS990/OfficeExpensesGrp/ProgramServicesAmt054057
IRS990/OfficeExpensesGrp/TotalAmt0158477
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0408366
IRS990/OtherAssetsTotalGrp/EOYAmt0643155
IRS990/OtherChangesInNetAssetsAmt0-196310
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0190637
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0571911
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0762548
IRS990/OtherExpensesGrp/Desc0Food Products & Related
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3Prescription Drugs
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt093866
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1223378
IRS990/OtherExpensesGrp/ProgramServicesAmt01328067
IRS990/OtherExpensesGrp/ProgramServicesAmt1487326
IRS990/OtherExpensesGrp/ProgramServicesAmt260629
IRS990/OtherExpensesGrp/TotalAmt01328067
IRS990/OtherExpensesGrp/TotalAmt1581192
IRS990/OtherExpensesGrp/TotalAmt2223378
IRS990/OtherExpensesGrp/TotalAmt360629
IRS990/OtherLiabilitiesGrp/BOYAmt0118572
IRS990/OtherLiabilitiesGrp/EOYAmt0118572
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2532000
IRS990/OtherRevenueMiscGrp/Desc0PROGRAM RELATED REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS RELATED REVENUE
IRS990/OtherRevenueMiscGrp/Desc2Garage Charges
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02080875
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1184152
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt217582
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02080875
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1184152
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt217582
IRS990/OtherRevenueTotalAmt02282609
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01635035
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04905105
IRS990/OtherSalariesAndWagesGrp/TotalAmt06540140
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0136936
IRS990/PayrollTaxesGrp/ProgramServicesAmt0410809
IRS990/PayrollTaxesGrp/TotalAmt0547745
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt031448
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt094343
IRS990/PensionPlanContributionsGrp/TotalAmt0125791
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0395540
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0395540
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt092415
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0137828
IRS990/PrincipalOfficerNm0DAVID J MANNION
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT CARE FEES
IRS990/ProgramServiceRevenueGrp/Desc1ENTRANCE FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2OUTSIDE MEAL PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc3LAUNDRY & HOUSEKEEPING INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011522956
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1461032
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2339820

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$21,366,557
Liabilities
$10,694,316
Net assets
$10,672,241
Revenue
$15,623,027
Expenses
$15,268,289
Net income
$354,738
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