Civic Intelligence

Copeland Oaks

990 • Fiscal year 2020 • EIN 34-0941565

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

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

61st percentile

0.34x

Higher debt load relative to assets than 61% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.33x

Higher debt load relative to revenue than 54% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

52nd percentile

4.9%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$198,357

Higher top officer pay than 58% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

10th percentile

-6.2%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

9.4%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$17,723,983

Down $1,166,972 (-6.2%) from 2019

Net Assets

Up

$11,672,041

Up $656,270 (+6.0%) from 2019

Liabilities

Down

$6,051,942

Down $1,823,242 (-23%) from 2019

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin52nd percentile

Revenue

Up

$18,552,460

Up $1,590,325 (+9.4%) from 2019

Expenses

Up

$17,645,615

Up $1,107,419 (+6.7%) from 2019

Net Income

Up

$906,845

Up $482,906 (+114%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

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

Highlighted filing

2020

Assets$17,723,983
Liabilities$6,051,942
Net Assets$11,672,041
Open 2020 Filing

Operations Trend

Revenue Growth65th 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

2020

Revenue$18,552,460
Expenses$17,645,615
Net Income$906,845
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.2
Gross Receipts
$18,749,759
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$14,900,903$14,470,098▼ $430,805
Cash and Non-Interest-Bearing Accounts$1,013,705$1,418,700▲ $404,995
Investments Other Securities$1,095,215$844,640▼ $250,575
Accounts Receivable$264,918$300,590▲ $35,672
Investments in Publicly Traded Securities$350,029$248,136▼ $101,893
Intangible Assets$110,397$0▼ $110,397
Prepaid Expenses and Deferred Charges$109,458$90,274▼ $19,184
Inventories for Sale or Use$34,911$36,156▲ $1,245
Savings and Temporary Cash Investments$168,982$4,602▼ $164,380
Total Assets$18,890,955$17,723,983▼ $1,166,972
Other Assets Total$842,437$310,787▼ $531,650
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,625,500$0▼ $3,625,500
Deferred Revenue$2,445,420$2,326,261▼ $119,159
Accounts Payable and Accrued Expenses$1,709,664$1,848,881▲ $139,217
Unsecured Notes Loans Payable-$1,786,600-
Other Liabilities$94,600$90,200▼ $4,400
Total Liabilities$7,875,184$6,051,942▼ $1,823,242
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,920,554$10,827,401▲ $906,847
Net Assets With Donor Restrictions$1,095,217$844,640▼ $250,577
Total Net Assets Fund Balance$11,015,771$11,672,041▲ $656,270
Total Liabilities and Net Assets / Fund Balance$18,890,955$17,723,983▼ $1,166,972

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,184,473$42,657,847$54,842,320
Leasehold Improvements$688,750$2,769,993$3,458,743
Equipment$758,269$1,309,784$2,068,053
Other Land Buildings$667,472$1,189,515$1,856,987
Land$171,134-$171,134
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David Dave MannionCEO/CFOPT$113,745$5,269$119,014

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
Andrew EstockTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$3,395,519
Program Service Revenue
$13,032,532
Investment Income
$9,509
Other Revenue
$2,114,900
Change in Net Assets
$906,845

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,546,778
Revenue Not Reported on Financial Statements
$2,005,682
Revenue Not Reported on Form 990
$-250,575
Other Revenue Adjustments
$2,005,682
Total Revenue per Audited Statements
$16,296,203
Total Revenue per Form 990
$18,552,460
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,831,521
Other Expenses$7,814,094
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,684,937$1,894,979-$7,579,916
Depreciation Depletion$2,183,452--$2,183,452
Occupancy$1,220,174$439,854-$1,660,028
Other Employee Benefits$928,791$309,597-$1,238,388
Payroll Taxes$458,033$152,678-$610,711
Advertising-$331,445-$331,445
Insurance-$308,880-$308,880
Pension Plan Contributions$212,620$70,873-$283,493
Fees for Services Other$199,278$46,786-$246,064
Information Technology-$170,803-$170,803
Office Expenses$62,438$74,717-$137,155
Current Officers, Directors, Trustees, and Key Employees$89,260$29,753-$119,013
Interest-$81,311-$81,311
Fees for Services Legal-$72,735-$72,735
Travel$15,632$56,436-$72,068
Fees for Services Management$56,218--$56,218
Fees for Services Accounting-$55,965-$55,965
Other Expenses$32,227$242,048-$32,227
All Other Expenses-$22,875-$22,875
Conferences and Meetings-$11,069-$11,069
Total Functional Expenses$13,184,430$4,461,185$0$17,645,615

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$17,645,615
Expenses per Audited Statements$15,639,933
Total Expenses per Audited Statements$15,639,933
Expenses Not Reported on Financial Statements$2,005,682
Other Expense Adjustments$2,005,682
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$9,954
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advanced Deposits$90,200
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 35% controlled entity
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
Beth Woolmaker
Title
Controller
Phone
3309386126
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Woolmaker
Formed
1963
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
400
Volunteers
30

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net change in investment of the oak -250,575.”

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 -250,575.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Intercompany adjustment - the oaks foundation 34,148. Reimbursement revenue from crandall medical center 1,971,534.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Intercompany adjustment - the oaks foundation 34,148. Expenses incurred on behalf of crandall medical center 1,971,534.”

Raw XML AppendixShowing 400 of 679 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/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/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO/CFO
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0600
IRS990/GainOrLossGrp/SecuritiesAmt0-2037
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0600
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0195262
IRS990/GrossReceiptsAmt018749759
IRS990/GrossRentsGrp/RealAmt0450
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0170803
IRS990/InformationTechnologyGrp/TotalAmt0170803
IRS990/InsuranceGrp/ManagementAndGeneralAmt0308880
IRS990/InsuranceGrp/TotalAmt0308880
IRS990/IntangibleAssetsGrp/BOYAmt0110397
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt081311
IRS990/InterestGrp/TotalAmt081311
IRS990/InventoriesForSaleOrUseGrp/BOYAmt034911
IRS990/InventoriesForSaleOrUseGrp/EOYAmt036156
IRS990/InvestmentIncomeGrp/ExclusionAmt010946
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010946
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01095215
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0844640
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0350029
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0248136
IRS990/IRPDocumentCnt045
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt047927139
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014900903
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014470098
IRS990/LandBldgEquipCostOrOtherBssAmt062397237
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0197299
IRS990/LessRentalExpensesGrp/RealAmt00
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/BOYAmt03625500
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt011015771
IRS990/NetAssetsOrFundBalancesEOYAmt011672041
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1437
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1437
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0450
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0450
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09920554
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010827401
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0439854
IRS990/OccupancyGrp/ProgramServicesAmt01220174
IRS990/OccupancyGrp/TotalAmt01660028
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt074717
IRS990/OfficeExpensesGrp/ProgramServicesAmt062438
IRS990/OfficeExpensesGrp/TotalAmt0137155
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0842437
IRS990/OtherAssetsTotalGrp/EOYAmt0310787
IRS990/OtherChangesInNetAssetsAmt0-250575
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0309597
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0928791
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01238388
IRS990/OtherExpensesGrp/Desc0FOOD PRODUCTS & RELATED
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3PRESCRIPTION DRUGS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt088381
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1242048
IRS990/OtherExpensesGrp/ProgramServicesAmt01281942
IRS990/OtherExpensesGrp/ProgramServicesAmt1759428
IRS990/OtherExpensesGrp/ProgramServicesAmt232227
IRS990/OtherExpensesGrp/TotalAmt01281942
IRS990/OtherExpensesGrp/TotalAmt1847809
IRS990/OtherExpensesGrp/TotalAmt2242048
IRS990/OtherExpensesGrp/TotalAmt332227
IRS990/OtherLiabilitiesGrp/BOYAmt094600
IRS990/OtherLiabilitiesGrp/EOYAmt090200
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/RelatedOrExemptFuncIncomeAmt01971534
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1113312
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt219650
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01971534
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1113312
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt219650
IRS990/OtherRevenueTotalAmt02104496
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01894979
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05684937
IRS990/OtherSalariesAndWagesGrp/TotalAmt07579916
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0152678
IRS990/PayrollTaxesGrp/ProgramServicesAmt0458033
IRS990/PayrollTaxesGrp/TotalAmt0610711
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt070873
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0212620
IRS990/PensionPlanContributionsGrp/TotalAmt0283493
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0109458
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt090274
IRS990/PrincipalOfficerNm0BETH WOOLMAKER
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/RelatedOrExemptFuncIncomeAmt012350540
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1344157
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2300851
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt336984
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012350540
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1344157
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2300851
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt336984
IRS990/ProgSrvcAccomActy2Grp/Desc0DIETARY NEEDS PROVIDED TO THE RESIDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03327394
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0300851
IRS990/ProgSrvcAccomActy3Grp/Desc0HOME HEALTH CARE PROVIDED TO THE RESIDENTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02649452
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt012350540
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ALL OTHER PROGRAM SERVICES PROVIDED TO RESIDENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01571461
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt02141930
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01083173
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06348
IRS990/PYOtherExpensesAmt07529878
IRS990/PYOtherRevenueAmt02215870
IRS990/PYProgramServiceRevenueAmt013656744
IRS990/PYRevenuesLessExpensesAmt0423939
IRS990/PYSalariesCompEmpBnftPaidAmt09008318
IRS990/PYTotalExpensesAmt016538196
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt016962135
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0906845
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt03395519
IRS990/RentalIncomeOrLossGrp/RealAmt0450
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0344157
IRS990/RoyaltiesRevenueGrp/ExclusionAmt09954
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt09954
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0168982
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04602
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03395519
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01083173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0640712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0809406
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0946320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06875130
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt020918
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011935
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016276
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022087
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt086251
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015004516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015684514

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,723,983
Liabilities
$6,051,942
Net assets
$11,672,041
Revenue
$18,552,460
Expenses
$17,645,615
Net income
$906,845
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