Civic Intelligence

Copeland Oaks

990 • Fiscal year 2017 • EIN 34-0941565

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 27, 2018

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

70th percentile

0.47x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.61x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

45th percentile

1.8%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

36th percentile

$138,231

Higher top officer pay than 36% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

18th percentile

-3.3%

Faster asset growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

1.4%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$20,654,564

Down $711,993 (-3.3%) from 2016

Net Assets

Up

$10,934,241

Up $262,000 (+2.5%) from 2016

Liabilities

Down

$9,720,323

Down $973,993 (-9.1%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin45th percentile

Revenue

Up

$15,839,692

Up $216,665 (+1.4%) from 2016

Expenses

Up

$15,560,324

Up $292,035 (+1.9%) from 2016

Net Income

Down

$279,368

Down $75,370 (-21%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2017

Assets$20,654,564
Liabilities$9,720,323
Net Assets$10,934,241
Open 2017 Filing

Operations Trend

Revenue Growth39th 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

2017

Revenue$15,839,692
Expenses$15,560,324
Net Income$279,368
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 27, 2018
Return Version
2016v3.0
Gross Receipts
$15,842,006
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$17,329,061$16,291,761▼ $1,037,300
Cash and Non-Interest-Bearing Accounts$1,093,349$1,300,728▲ $207,379
Investments Other Securities$1,281,488$1,264,120▼ $17,368
Investments in Publicly Traded Securities$393,706$342,012▼ $51,694
Savings and Temporary Cash Investments$108,910$165,697▲ $56,787
Intangible Assets$193,194$165,595▼ $27,599
Accounts Receivable$144,403$88,389▼ $56,014
Prepaid Expenses and Deferred Charges$137,828$82,327▼ $55,501
Inventories for Sale or Use$41,463$34,581▼ $6,882
Total Assets$21,366,557$20,654,564▼ $711,993
Other Assets Total$643,155$919,354▲ $276,199
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,350,000$5,483,500▼ $866,500
Deferred Revenue$2,615,528$2,545,649▼ $69,879
Accounts Payable and Accrued Expenses$1,610,216$1,582,503▼ $27,713
Other Liabilities$118,572$108,671▼ $9,901
Total Liabilities$10,694,316$9,720,323▼ $973,993
Net Assets / Fund Balance
Unrestricted Net Assets$9,390,753$9,670,121▲ $279,368
Temporarily Rstr Net Assets$885,948$868,580▼ $17,368
Permanently Rstr Net Assets$395,540$395,540→ $0
Total Net Assets Fund Balance$10,672,241$10,934,241▲ $262,000
Total Liabilities and Net Assets / Fund Balance$21,366,557$20,654,564▼ $711,993

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,806,105$37,397,527$52,203,632
Leasehold Improvements$480,001$2,563,362$3,043,363
Other Land Buildings$473,292$1,018,729$1,492,021
Equipment$361,229$1,035,389$1,396,618
Land$171,134-$171,134
Other Securities$1,264,120--
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David Dave MannionCEO/CFOPT$71,714$66,517$138,231

Board Members and Trustees

NameTitle
Gregory NewPresident/ Director
Daniel GriffithVice President/ Director
Andrew EstockDirector
Daniele CasertaDirector
Donna GustaffsonDirector
Jean ThompsonDirector
John DilworthDirector
Lee HardgroveDirector
Rev Dan BryantDirector
Richard JamesDirector
Ron MendelDirector
Sally ChappellDirector
Tom DrakulichDirector
Bruce SlagleSecretary/ Director
Leland VancampTreasurer/ Director
Revenue and Support

Revenue Composition

Contributions and Grants
$809,406
Program Service Revenue
$12,695,819
Investment Income
$2,271
Other Revenue
$2,332,196
Change in Net Assets
$279,368

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,726,252
Revenue Not Reported on Financial Statements
$2,113,440
Revenue Not Reported on Form 990
$-17,368
Other Revenue Adjustments
$2,113,440
Total Revenue per Audited Statements
$13,708,884
Total Revenue per Form 990
$15,839,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,245,911
Other Expenses$7,314,413
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,838,425$1,612,808-$6,451,233
Depreciation Depletion$2,082,673--$2,082,673
Occupancy$1,296,475$378,000-$1,674,475
Other Employee Benefits$687,899$229,300-$917,199
Payroll Taxes$378,790$126,263-$505,053
Insurance-$330,307-$330,307
Pension Plan Contributions$217,115$72,372-$289,487
Fees for Services Other$213,100$56,478-$269,578
Advertising-$244,785-$244,785
Interest-$125,741-$125,741
Office Expenses$29,462$78,069-$107,531
Information Technology-$92,397-$92,397
Travel$11,369$73,545-$84,914
Current Officers, Directors, Trustees, and Key Employees$62,204$20,735-$82,939
Fees for Services Management$42,473--$42,473
Other Expenses$28,255$201,650-$28,255
Fees for Services Accounting-$22,333-$22,333
Fees for Services Legal-$17,445-$17,445
Conferences and Meetings-$9,090-$9,090
Total Functional Expenses$11,777,479$3,782,845$0$15,560,324

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,560,324
Expenses per Audited Statements$13,446,884
Total Expenses per Audited Statements$13,446,884
Expenses Not Reported on Financial Statements$2,113,440
Other Expense Adjustments$2,113,440
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$12,091
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advanced Deposits$108,671
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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 11B

“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
3309386126
Signed
2018-01-27
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
357
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 -17,368.”

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 -17,368.”

Part XI, Line 4B - Other Adjustments:

“Intercompany adjustment - the oaks foundation 38,986. Reimbursement revenue from crandall medical center 2,074,454.”

Part XII, Line 4B - Other Adjustments:

“Intercompany adjustment - the oaks foundation 38,986. Expenses incurred on behalf of crandall medical center 2,074,454.”

Raw XML AppendixShowing 400 of 692 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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1571714
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/ReportableCompFromRltdOrgAmt1547809
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/TitleTxt11PRESIDENT/ DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT/ DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY/ DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER/ DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO/CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0400
IRS990/GainOrLossGrp/SecuritiesAmt0-2314
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0400
IRS990/GrossReceiptsAmt015842006
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt092397
IRS990/InformationTechnologyGrp/TotalAmt092397
IRS990/InsuranceGrp/ManagementAndGeneralAmt0330307
IRS990/InsuranceGrp/TotalAmt0330307
IRS990/IntangibleAssetsGrp/BOYAmt0193194
IRS990/IntangibleAssetsGrp/EOYAmt0165595
IRS990/InterestGrp/ManagementAndGeneralAmt0125741
IRS990/InterestGrp/TotalAmt0125741
IRS990/InventoriesForSaleOrUseGrp/BOYAmt041463
IRS990/InventoriesForSaleOrUseGrp/EOYAmt034581
IRS990/InvestmentIncomeGrp/ExclusionAmt04185
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04185
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01281488
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01264120
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0393706
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0342012
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt042015007
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017329061
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016291761
IRS990/LandBldgEquipCostOrOtherBssAmt058306768
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02314
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/BOYAmt06350000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt05483500
IRS990/NetAssetsOrFundBalancesBOYAmt010672241
IRS990/NetAssetsOrFundBalancesEOYAmt010934241
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1914
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1914
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0378000
IRS990/OccupancyGrp/ProgramServicesAmt01296475
IRS990/OccupancyGrp/TotalAmt01674475
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt078069
IRS990/OfficeExpensesGrp/ProgramServicesAmt029462
IRS990/OfficeExpensesGrp/TotalAmt0107531
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0643155
IRS990/OtherAssetsTotalGrp/EOYAmt0919354
IRS990/OtherChangesInNetAssetsAmt0-17368
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0229300
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0687899
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0917199
IRS990/OtherExpensesGrp/Desc0Food Products & Related
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3Prescription Drugs
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt091527
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1201650
IRS990/OtherExpensesGrp/ProgramServicesAmt01321113
IRS990/OtherExpensesGrp/ProgramServicesAmt1568126
IRS990/OtherExpensesGrp/ProgramServicesAmt228255
IRS990/OtherExpensesGrp/TotalAmt01321113
IRS990/OtherExpensesGrp/TotalAmt1659653
IRS990/OtherExpensesGrp/TotalAmt2201650
IRS990/OtherExpensesGrp/TotalAmt328255
IRS990/OtherLiabilitiesGrp/BOYAmt0118572
IRS990/OtherLiabilitiesGrp/EOYAmt0108671
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/RelatedOrExemptFuncIncomeAmt02074454
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1226142
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt219509
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02074454
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1226142
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt219509
IRS990/OtherRevenueTotalAmt02320105
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01612808
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04838425
IRS990/OtherSalariesAndWagesGrp/TotalAmt06451233
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0126263
IRS990/PayrollTaxesGrp/ProgramServicesAmt0378790
IRS990/PayrollTaxesGrp/TotalAmt0505053
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt072372
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0217115
IRS990/PensionPlanContributionsGrp/TotalAmt0289487
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0395540
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0395540
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0137828
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt082327
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/RelatedOrExemptFuncIncomeAmt011879803
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1443895
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2334508
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt337613
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011879803
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1443895
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2334508
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt337613
IRS990/ProgSrvcAccomActy2Grp/Desc0DIETARY NEEDS PROVIDED TO THE RESIDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03487537
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0334508
IRS990/ProgSrvcAccomActy3Grp/Desc0HOME HEALTH CARE PROVIDED TO THE RESIDENTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01773333
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt011879803
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ALL OTHER PROGRAM SERVICES PROVIDED TO RESIDENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01378631
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt02357718
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0946320
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt018195
IRS990/PYOtherExpensesAmt07100216
IRS990/PYOtherRevenueAmt02296251
IRS990/PYProgramServiceRevenueAmt012362261
IRS990/PYRevenuesLessExpensesAmt0354738
IRS990/PYSalariesCompEmpBnftPaidAmt08168073
IRS990/PYTotalExpensesAmt015268289
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015623027
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0279368
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0809406
IRS990/ReportInvestmentsOtherSecInd01

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$20,654,564
Liabilities
$9,720,323
Net assets
$10,934,241
Revenue
$15,839,692
Expenses
$15,560,324
Net income
$279,368
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