Civic Intelligence

Copeland Oaks

990 • Fiscal year 2018 • EIN 34-0941565

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 14, 2019

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

69th percentile

0.45x

Higher debt load relative to assets than 69% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

70th percentile

0.56x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

30th percentile

-1.1%

Higher net margin than 30% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

40th percentile

$147,973

Higher top officer pay than 40% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

18th percentile

-5.5%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-1.4%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$19,512,079

Down $1,142,485 (-5.5%) from 2017

Net Assets

Down

$10,739,097

Down $195,144 (-1.8%) from 2017

Liabilities

Down

$8,772,982

Down $947,341 (-9.7%) from 2017

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin30th percentile

Revenue

Down

$15,614,835

Down $224,857 (-1.4%) from 2017

Expenses

Up

$15,788,749

Up $228,425 (+1.5%) from 2017

Net Income

Down

-$173,914

Down $453,282 (-162%) from 2017

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

2018

Assets$19,512,079
Liabilities$8,772,982
Net Assets$10,739,097
Open 2018 Filing

Operations Trend

Revenue Growth32nd 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

2018

Revenue$15,614,835
Expenses$15,788,749
Net Income-$173,914
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 14, 2019
Return Version
2017v2.3
Gross Receipts
$15,898,671
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$16,291,761$15,398,795▼ $892,966
Investments Other Securities$1,264,120$1,242,888▼ $21,232
Cash and Non-Interest-Bearing Accounts$1,300,728$744,495▼ $556,233
Investments in Publicly Traded Securities$342,012$303,767▼ $38,245
Savings and Temporary Cash Investments$165,697$207,814▲ $42,117
Accounts Receivable$88,389$164,732▲ $76,343
Intangible Assets$165,595$137,996▼ $27,599
Prepaid Expenses and Deferred Charges$82,327$82,971▲ $644
Inventories for Sale or Use$34,581$40,856▲ $6,275
Total Assets$20,654,564$19,512,079▼ $1,142,485
Other Assets Total$919,354$1,187,765▲ $268,411
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,483,500$4,577,000▼ $906,500
Deferred Revenue$2,545,649$2,586,937▲ $41,288
Accounts Payable and Accrued Expenses$1,582,503$1,524,345▼ $58,158
Other Liabilities$108,671$84,700▼ $23,971
Total Liabilities$9,720,323$8,772,982▼ $947,341
Net Assets / Fund Balance
Unrestricted Net Assets$9,670,121$9,496,207▼ $173,914
Temporarily Rstr Net Assets$868,580$847,350▼ $21,230
Permanently Rstr Net Assets$395,540$395,540→ $0
Total Net Assets Fund Balance$10,934,241$10,739,097▼ $195,144
Total Liabilities and Net Assets / Fund Balance$20,654,564$19,512,079▼ $1,142,485

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,727,797$39,216,555$52,944,352
Leasehold Improvements$496,618$2,628,227$3,124,845
Other Land Buildings$555,818$1,103,663$1,659,481
Equipment$447,428$1,121,525$1,568,953
Land$171,134-$171,134
Other Assets Org$1,187,765--
Other Securities$1,242,888--
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David Dave MannionCEO/CFOPT$81,926$66,047$147,973

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$640,712
Program Service Revenue
$12,797,385
Investment Income
$650
Other Revenue
$2,176,088
Change in Net Assets
$-173,914

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,683,713
Revenue Not Reported on Financial Statements
$1,931,122
Revenue Not Reported on Form 990
$-21,230
Other Revenue Adjustments
$1,931,122
Total Revenue per Audited Statements
$13,662,483
Total Revenue per Form 990
$15,614,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,242,783
Other Expenses$7,545,966
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,046,911$1,682,304-$6,729,215
Depreciation Depletion$2,097,355--$2,097,355
Occupancy$1,418,717$378,000-$1,796,717
Other Employee Benefits$483,288$161,096-$644,384
Payroll Taxes$397,873$132,624-$530,497
Fees for Services Other$228,975$49,364-$278,339
Insurance-$251,407-$251,407
Pension Plan Contributions$187,427$62,476-$249,903
Advertising-$245,699-$245,699
Interest-$134,891-$134,891
Information Technology-$123,126-$123,126
Current Officers, Directors, Trustees, and Key Employees$66,588$22,196-$88,784
Travel$4,865$83,592-$88,457
Office Expenses$24,371$25,846-$50,217
Fees for Services Legal-$42,400-$42,400
Fees for Services Management$41,281--$41,281
Other Expenses$40,631$203,289-$40,631
Fees for Services Accounting-$22,642-$22,642
Conferences and Meetings-$12,920-$12,920
Total Functional Expenses$12,063,409$3,725,340$0$15,788,749

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,788,749
Expenses per Audited Statements$13,857,627
Total Expenses per Audited Statements$13,857,627
Expenses Not Reported on Financial Statements$1,931,122
Other Expense Adjustments$1,931,122
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 JIM STITLE, DIRECTORRenovations/maintenance WorkNo$172,485
-35% OR GREATER CONTROLLED ENTITY OF GREG NEW, CURRENT DIRECTORPays Royalties for Gas Well Production to Copeland Oaks at Fair Market ValueNo$11,779
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advanced Deposits$84,700
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
2019-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David J Mannion
Formed
1963
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
335
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 -21,230.”

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 -21,230.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Intercompany adjustment - the oaks foundation 28,882. Reimbursement revenue from crandall medical center 1,902,240.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Intercompany adjustment - the oaks foundation 28,882. Expenses incurred on behalf of crandall medical center 1,902,240.”

Raw XML AppendixShowing 400 of 681 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/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/ReportableCompFromRltdOrgAmt1654617
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/TitleTxt10PRESIDENT/ DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT/ DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY/ DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER/ DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16CEO/CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt03000
IRS990/GainOrLossGrp/SecuritiesAmt0-2506
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt03000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0281330
IRS990/GrossReceiptsAmt015898671
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0123126
IRS990/InformationTechnologyGrp/TotalAmt0123126
IRS990/InsuranceGrp/ManagementAndGeneralAmt0251407
IRS990/InsuranceGrp/TotalAmt0251407
IRS990/IntangibleAssetsGrp/BOYAmt0165595
IRS990/IntangibleAssetsGrp/EOYAmt0137996
IRS990/InterestGrp/ManagementAndGeneralAmt0134891
IRS990/InterestGrp/TotalAmt0134891
IRS990/InventoriesForSaleOrUseGrp/BOYAmt034581
IRS990/InventoriesForSaleOrUseGrp/EOYAmt040856
IRS990/InvestmentIncomeGrp/ExclusionAmt0156
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0156
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01264120
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01242888
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0342012
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0303767
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt044069970
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016291761
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015398795
IRS990/LandBldgEquipCostOrOtherBssAmt059468765
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0283836
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/BOYAmt05483500
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04577000
IRS990/NetAssetsOrFundBalancesBOYAmt010934241
IRS990/NetAssetsOrFundBalancesEOYAmt010739097
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0494
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0494
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0378000
IRS990/OccupancyGrp/ProgramServicesAmt01418717
IRS990/OccupancyGrp/TotalAmt01796717
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025846
IRS990/OfficeExpensesGrp/ProgramServicesAmt024371
IRS990/OfficeExpensesGrp/TotalAmt050217
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0919354
IRS990/OtherAssetsTotalGrp/EOYAmt01187765
IRS990/OtherChangesInNetAssetsAmt0-21230
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0161096
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0483288
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0644384
IRS990/OtherExpensesGrp/Desc0FOOD PRODUCTS & RELATED
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3PRESCRIPTION DRUGS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt091468
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1203289
IRS990/OtherExpensesGrp/ProgramServicesAmt01352007
IRS990/OtherExpensesGrp/ProgramServicesAmt1673120
IRS990/OtherExpensesGrp/ProgramServicesAmt240631
IRS990/OtherExpensesGrp/TotalAmt01352007
IRS990/OtherExpensesGrp/TotalAmt1764588
IRS990/OtherExpensesGrp/TotalAmt2203289
IRS990/OtherExpensesGrp/TotalAmt340631
IRS990/OtherLiabilitiesGrp/BOYAmt0108671
IRS990/OtherLiabilitiesGrp/EOYAmt084700
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/RelatedOrExemptFuncIncomeAmt01902240
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1242145
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt219924
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01902240
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1242145
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt219924
IRS990/OtherRevenueTotalAmt02164309
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01682304
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05046911
IRS990/OtherSalariesAndWagesGrp/TotalAmt06729215
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0132624
IRS990/PayrollTaxesGrp/ProgramServicesAmt0397873
IRS990/PayrollTaxesGrp/TotalAmt0530497
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt062476
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0187427
IRS990/PensionPlanContributionsGrp/TotalAmt0249903
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0395540
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0395540
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt082327
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt082971
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/RelatedOrExemptFuncIncomeAmt012054927
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1363153
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2336846
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt342459
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012054927
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1363153
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2336846
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt342459
IRS990/ProgSrvcAccomActy2Grp/Desc0DIETARY NEEDS PROVIDED TO THE RESIDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03503164
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0336846
IRS990/ProgSrvcAccomActy3Grp/Desc0HOME HEALTH CARE PROVIDED TO THE RESIDENTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01755406
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt012054927
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ALL OTHER PROGRAM SERVICES PROVIDED TO RESIDENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01356527
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt02206768
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0809406
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02271
IRS990/PYOtherExpensesAmt07314413
IRS990/PYOtherRevenueAmt02332196
IRS990/PYProgramServiceRevenueAmt012695819
IRS990/PYRevenuesLessExpensesAmt0279368
IRS990/PYSalariesCompEmpBnftPaidAmt08245911
IRS990/PYTotalExpensesAmt015560324
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015839692
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-173914
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0640712
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0363153
IRS990/RoyaltiesRevenueGrp/ExclusionAmt011779
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt011779
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0165697
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0207814
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,512,079
Liabilities
$8,772,982
Net assets
$10,739,097
Revenue
$15,614,835
Expenses
$15,788,749
Net income
-$173,914
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