Civic Intelligence

Copeland Oaks

990 • Fiscal year 2019 • EIN 34-0941565

Jul 01, 2018 to Jun 30, 2019 • Filed on May 04, 2020

Organization ProfileN/A

View Organization Page

715 S 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

68th percentile

0.42x

Higher debt load relative to assets than 68% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.46x

Higher debt load relative to revenue than 66% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

44th percentile

$159,417

Higher top officer pay than 44% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

20th percentile

-3.2%

Faster asset growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

8.6%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$18,890,955

Down $621,124 (-3.2%) from 2018

Net Assets

Up

$11,015,771

Up $276,674 (+2.6%) from 2018

Liabilities

Down

$7,875,184

Down $897,798 (-10%) from 2018

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin48th percentile

Revenue

Up

$16,962,135

Up $1,347,300 (+8.6%) from 2018

Expenses

Up

$16,538,196

Up $749,447 (+4.7%) from 2018

Net Income

Up

$423,939

Up $597,853 (+344%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2019

Assets$18,890,955
Liabilities$7,875,184
Net Assets$11,015,771
Open 2019 Filing

Operations Trend

Revenue Growth63rd 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

2019

Revenue$16,962,135
Expenses$16,538,196
Net Income$423,939
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 4, 2020
Return Version
2018v3.1
Gross Receipts
$17,238,708
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$15,398,795$14,900,903▼ $497,892
Investments Other Securities$1,242,888$1,095,215▼ $147,673
Cash and Non-Interest-Bearing Accounts$744,495$1,013,705▲ $269,210
Investments in Publicly Traded Securities$303,767$350,029▲ $46,262
Accounts Receivable$164,732$264,918▲ $100,186
Savings and Temporary Cash Investments$207,814$168,982▼ $38,832
Intangible Assets$137,996$110,397▼ $27,599
Prepaid Expenses and Deferred Charges$82,971$109,458▲ $26,487
Inventories for Sale or Use$40,856$34,911▼ $5,945
Total Assets$19,512,079$18,890,955▼ $621,124
Other Assets Total$1,187,765$842,437▼ $345,328
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,577,000$3,625,500▼ $951,500
Deferred Revenue$2,586,937$2,445,420▼ $141,517
Accounts Payable and Accrued Expenses$1,524,345$1,709,664▲ $185,319
Other Liabilities$84,700$94,600▲ $9,900
Total Liabilities$8,772,982$7,875,184▼ $897,798
Net Assets / Fund Balance
Unrestricted Net Assets$9,496,207$9,920,554▲ $424,347
Permanently Rstr Net Assets$395,540$1,095,217▲ $699,677
Temporarily Rstr Net Assets$847,350$0▼ $847,350
Total Net Assets Fund Balance$10,739,097$11,015,771▲ $276,674
Total Liabilities and Net Assets / Fund Balance$19,512,079$18,890,955▼ $621,124

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,731,421$40,941,633$53,673,054
Leasehold Improvements$529,853$2,694,253$3,224,106
Equipment$803,390$1,135,284$1,938,674
Other Land Buildings$665,105$1,091,756$1,756,861
Land$171,134-$171,134
Other Securities$1,095,215--
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David Dave MannionCEO/CFOPT$90,849$4,801$95,650

Board Members and Trustees

NameTitle
Gregory NewPresident/ Director
Daniel GriffithVice President/ Director
Daniele CasertaDirector
Donna GustaffsonDirector
J Lynne BieryDirector
Jim StitleDirector
John DilworthDirector
Lee HardgroveDirector
Rev Abby AumanDirector
Ron MendelDirector
Sally ChappellDirector
Tom DrakulichDirector
Bruce SlagleSecretary/ Director
Andrew EstockTreasurer/director

Highest Paid Contractors

ContractorServicesLocationCompensation
Stitle Construction CorpConstructionPO BOX 1177, Salem, OH 44460$158,775
Revenue and Support

Revenue Composition

Contributions and Grants
$1,083,173
Program Service Revenue
$13,656,744
Investment Income
$6,348
Other Revenue
$2,215,870
Change in Net Assets
$423,939

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,884,358
Revenue Not Reported on Financial Statements
$2,077,777
Revenue Not Reported on Form 990
$-147,265
Other Revenue Adjustments
$2,077,777
Total Revenue per Audited Statements
$14,737,093
Total Revenue per Form 990
$16,962,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,008,318
Other Expenses$7,529,878
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,385,351$1,795,117-$7,180,468
Depreciation Depletion$2,072,544--$2,072,544
Occupancy$1,299,248$378,000-$1,677,248
Other Employee Benefits$686,588$228,873-$915,461
Payroll Taxes$407,737$135,912-$543,649
Advertising-$303,543-$303,543
Pension Plan Contributions$204,817$68,272-$273,089
Insurance-$268,901-$268,901
Fees for Services Other$140,041$47,261-$187,302
Interest-$141,812-$141,812
Information Technology-$137,992-$137,992
Travel$11,761$87,916-$99,677
Current Officers, Directors, Trustees, and Key Employees$71,738$23,913-$95,651
Office Expenses$22,144$48,370-$70,514
Fees for Services Management$54,817--$54,817
Fees for Services Legal-$46,141-$46,141
Other Expenses$37,811$253,953-$37,811
Fees for Services Accounting-$20,367-$20,367
Conferences and Meetings-$19,511-$19,511
Total Functional Expenses$12,427,878$4,110,318$0$16,538,196

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,538,196
Expenses per Audited Statements$14,460,419
Total Expenses per Audited Statements$14,460,419
Expenses Not Reported on Financial Statements$2,077,777
Other Expense Adjustments$2,077,777
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$158,775
-35% OR GREATER CONTROLLED ENTITY OF GREG NEW, CURRENT DIRECTORPays Royalties for Gas Well Production to Copeland Oaks at Fair Market ValueNo$15,719
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advanced Deposits$94,600
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 S JOHNSON RD, SEBRING, OH 44672

Signing Officer

Name
David J Mannion
Title
CEO/ CFO
Phone
3309386126
Signed
2020-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David J Mannion
Formed
1963
Legal Domicile
Oh
Voting Board Members
14
Independent Board Members
14
Employees
395
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 -147,673.”

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 -147,673.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Intercompany adjustment - the oaks foundation 50,007. Reimbursement revenue from crandall medical center 2,027,770.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Intercompany adjustment - the oaks foundation 50,007. Expenses incurred on behalf of crandall medical center 2,027,770.”

Raw XML AppendixShowing 400 of 707 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/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/ReportableCompFromRltdOrgAmt1460566
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT/ DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT/ DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY/ DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14CEO/CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt04605
IRS990/GainOrLossGrp/SecuritiesAmt02427
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt04605
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0279000
IRS990/GrossReceiptsAmt017238708
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0137992
IRS990/InformationTechnologyGrp/TotalAmt0137992
IRS990/InsuranceGrp/ManagementAndGeneralAmt0268901
IRS990/InsuranceGrp/TotalAmt0268901
IRS990/IntangibleAssetsGrp/BOYAmt0137996
IRS990/IntangibleAssetsGrp/EOYAmt0110397
IRS990/InterestGrp/ManagementAndGeneralAmt0141812
IRS990/InterestGrp/TotalAmt0141812
IRS990/InventoriesForSaleOrUseGrp/BOYAmt040856
IRS990/InventoriesForSaleOrUseGrp/EOYAmt034911
IRS990/InvestmentIncomeGrp/ExclusionAmt0-684
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-684
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01242888
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01095215
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0303767
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0350029
IRS990/IRPDocumentCnt042
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt045862926
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015398795
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014900903
IRS990/LandBldgEquipCostOrOtherBssAmt060763829
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0276573
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE INDEPENDENT LIVING, ASSISTED LIVING AND SKILLED NURSING TO RESIDENTS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt04577000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03625500
IRS990/NetAssetsOrFundBalancesBOYAmt010739097
IRS990/NetAssetsOrFundBalancesEOYAmt011015771
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07032
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07032
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0408
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0378000
IRS990/OccupancyGrp/ProgramServicesAmt01299248
IRS990/OccupancyGrp/TotalAmt01677248
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt048370
IRS990/OfficeExpensesGrp/ProgramServicesAmt022144
IRS990/OfficeExpensesGrp/TotalAmt070514
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01187765
IRS990/OtherAssetsTotalGrp/EOYAmt0842437
IRS990/OtherChangesInNetAssetsAmt0-147673
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0228873
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0686588
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0915461
IRS990/OtherExpensesGrp/Desc0FOOD PRODUCTS & RELATED
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3PRESCRIPTION DRUGS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0104464
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1253953
IRS990/OtherExpensesGrp/ProgramServicesAmt01416351
IRS990/OtherExpensesGrp/ProgramServicesAmt1616930
IRS990/OtherExpensesGrp/ProgramServicesAmt237811
IRS990/OtherExpensesGrp/TotalAmt01416351
IRS990/OtherExpensesGrp/TotalAmt1721394
IRS990/OtherExpensesGrp/TotalAmt2253953
IRS990/OtherExpensesGrp/TotalAmt337811
IRS990/OtherLiabilitiesGrp/BOYAmt084700
IRS990/OtherLiabilitiesGrp/EOYAmt094600
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/RelatedOrExemptFuncIncomeAmt02027770
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1152872
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt219509
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02027770
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1152872
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt219509
IRS990/OtherRevenueTotalAmt02200151
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01795117
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05385351
IRS990/OtherSalariesAndWagesGrp/TotalAmt07180468
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0135912
IRS990/PayrollTaxesGrp/ProgramServicesAmt0407737
IRS990/PayrollTaxesGrp/TotalAmt0543649
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt068272
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0204817
IRS990/PensionPlanContributionsGrp/TotalAmt0273089
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0395540
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01095217
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt082971
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0109458
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/RelatedOrExemptFuncIncomeAmt012912262
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1356237
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2345353
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt342892
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012912262
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1356237
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2345353
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt342892
IRS990/ProgSrvcAccomActy2Grp/Desc0DIETARY NEEDS PROVIDED TO THE RESIDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03419149
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0345353
IRS990/ProgSrvcAccomActy3Grp/Desc0HOME HEALTH CARE PROVIDED TO THE RESIDENTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02425448
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt012912262
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ALL OTHER PROGRAM SERVICES PROVIDED TO RESIDENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01488404
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt02243043
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0640712
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0650
IRS990/PYOtherExpensesAmt07545966
IRS990/PYOtherRevenueAmt02176088
IRS990/PYProgramServiceRevenueAmt012797385
IRS990/PYRevenuesLessExpensesAmt0-173914
IRS990/PYSalariesCompEmpBnftPaidAmt08242783
IRS990/PYTotalExpensesAmt015788749
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015614835
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0423939
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt01083173
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0356237
IRS990/RoyaltiesRevenueGrp/ExclusionAmt015719
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt015719
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0207814
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0168982
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01083173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0640712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0809406
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0946320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0828809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04308420
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt015035

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,890,955
Liabilities
$7,875,184
Net assets
$11,015,771
Revenue
$16,962,135
Expenses
$16,538,196
Net income
$423,939
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