Civic Intelligence

Copeland Oaks

990 • Fiscal year 2022 • EIN 34-0941565

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

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

58th percentile

0.24x

Higher debt load relative to assets than 58% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

55th percentile

0.28x

Higher debt load relative to revenue than 55% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

20th percentile

-5.9%

Higher net margin than 20% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

59th percentile

$204,460

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

35th percentile

-3.8%

Faster asset growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

22nd percentile

-14%

Faster revenue growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$16,412,250

Down $650,398 (-3.8%) from 2021

Net Assets

Down

$12,422,763

Down $841,118 (-6.3%) from 2021

Liabilities

Up

$3,989,487

Up $190,720 (+5.0%) from 2021

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin20th percentile

Revenue

Down

$14,392,825

Down $2,363,173 (-14%) from 2021

Expenses

Up

$15,247,299

Up $186,900 (+1.2%) from 2021

Net Income

Down

-$854,474

Down $2,550,073 (-150%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2022

Assets$16,412,250
Liabilities$3,989,487
Net Assets$12,422,763
Open 2022 Filing

Operations Trend

Revenue Growth22nd 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

2022

Revenue$14,392,825
Expenses$15,247,299
Net Income-$854,474
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$14,741,086
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$12,912,519$11,670,952▼ $1,241,567
Cash and Non-Interest-Bearing Accounts$2,664,712$3,235,648▲ $570,936
Investments Other Securities$740,881$754,237▲ $13,356
Savings and Temporary Cash Investments$90,871$182,504▲ $91,633
Accounts Receivable$128,002$89,455▼ $38,547
Prepaid Expenses and Deferred Charges$78,692$76,387▼ $2,305
Investments in Publicly Traded Securities$164,772$69,920▼ $94,852
Inventories for Sale or Use$34,680$37,188▲ $2,508
Total Assets$17,062,648$16,412,250▼ $650,398
Other Assets Total$247,519$295,959▲ $48,440
Liabilities
Deferred Revenue$1,980,222$2,213,814▲ $233,592
Accounts Payable and Accrued Expenses$1,729,445$1,689,873▼ $39,572
Other Liabilities$89,100$85,800▼ $3,300
Total Liabilities$3,798,767$3,989,487▲ $190,720
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,523,000$11,668,526▼ $854,474
Net Assets With Donor Restrictions$740,881$754,237▲ $13,356
Total Net Assets Fund Balance$13,263,881$12,422,763▼ $841,118
Total Liabilities and Net Assets / Fund Balance$17,062,648$16,412,250▼ $650,398

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,705,154$45,695,599$55,400,753
Leasehold Improvements$577,422$2,910,072$3,487,494
Equipment$556,991$1,617,042$2,174,033
Other Land Buildings$660,251$1,392,096$2,052,347
Land$171,134-$171,134
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David Dave MannionCEO/CFOPT$110,313$12,363$122,676

Board Members and Trustees

NameTitle
Andrew EstockPresident/director
Bill WilliamsVice President
Ashley SheffiledDirector
Donna GustaffsonDirector
J Lynne BieryDirector
Jim StitleDirector
Rev Abby AumanDirector
Daniel GriffithSecretary
John DilworthTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ohio EdisonUtilitiesPO BOX 3687, Akron, OH 44309$806,505
US Food ServiceFood SuppliesPO BOX 642561, Pittsburgh, PA 15264-2561$763,442
Williams & Case Insurance AgencyInsurancePO BOX 159, Sebring, OH 44672$212,282
Travelers InsuranceInsurancePO BOX 660317, Dallas, TX 75266$176,005
SpectrumUtilitiesPO BOX 6030, Carol Stream, IL 60197$163,498
Revenue and Support

Revenue Composition

Contributions and Grants
$492,983
Program Service Revenue
$11,823,204
Investment Income
$-3,220
Other Revenue
$2,079,858
Change in Net Assets
$-854,474

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,586,871
Revenue Not Reported on Financial Statements
$1,805,954
Revenue Not Reported on Form 990
$13,356
Other Revenue Adjustments
$1,805,954
Total Revenue per Audited Statements
$12,600,227
Total Revenue per Form 990
$14,392,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,097,323
Other Expenses$7,149,976
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,868,039$1,500,004-$6,368,043
Occupancy$1,454,905$362,779-$1,817,684
Depreciation Depletion$1,688,023--$1,688,023
Other Employee Benefits$563,650$187,984-$751,634
Payroll Taxes$367,783$122,595-$490,378
Advertising-$452,795-$452,795
Pension Plan Contributions$273,444$91,148-$364,592
Insurance-$332,589-$332,589
Fees for Services Other$204,510$41,890-$246,400
Information Technology-$186,140-$186,140
Current Officers, Directors, Trustees, and Key Employees$92,007$30,669-$122,676
Office Expenses$52,059$43,223-$95,282
Fees for Services Legal-$79,555-$79,555
Fees for Services Management$72,061--$72,061
Travel$22,116$40,728-$62,844
Fees for Services Accounting-$32,357-$32,357
Other Expenses$715,398$24,280-$24,280
Conferences and Meetings-$12,891-$12,891
All Other Expenses$7,362--$7,362
Total Functional Expenses$11,429,216$3,818,083$0$15,247,299

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,247,299
Expenses per Audited Statements$13,441,345
Total Expenses per Audited Statements$13,441,345
Expenses Not Reported on Financial Statements$1,805,954
Other Expense Adjustments$1,805,954
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 BILL WILLIAMS, CURRENT DIRECTORInsurance ExpenseNo$212,282
-35% OR GREATER CONTROLLED ENTITY OF GREG NEW, CURRENT DIRECTORPays Royalties for Gas Well Production to Copeland Oaks at Fair Market ValueNo$4,979
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advanced Deposits$85,800
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 Hoyt
Title
Controller
Phone
3309386126
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Hoyt
Formed
1963
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
295
Volunteers
30

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net change in investment of the oak 13,356.”

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 13,356.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Intercompany adjustment - the oaks foundation 64,915. Reimbursement revenue from crandall medical center 1,741,039.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Intercompany adjustment - the oaks foundation 64,915. Expenses incurred on behalf of crandall medical center 1,741,039.”

Raw XML AppendixShowing 400 of 683 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/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9110313
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/ReportableCompFromRltdOrgAmt973542
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO/CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-5375
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0342886
IRS990/GrossReceiptsAmt014741086
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0186140
IRS990/InformationTechnologyGrp/TotalAmt0186140
IRS990/InsuranceGrp/ManagementAndGeneralAmt0332589
IRS990/InsuranceGrp/TotalAmt0332589
IRS990/InventoriesForSaleOrUseGrp/BOYAmt034680
IRS990/InventoriesForSaleOrUseGrp/EOYAmt037188
IRS990/InvestmentIncomeGrp/ExclusionAmt02155
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02155
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0740881
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0754237
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0164772
IRS990/InvestmentsPubTradedSecGrp/EOYAmt069920
IRS990/IRPDocumentCnt045
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt051614809
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012912519
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011670952
IRS990/LandBldgEquipCostOrOtherBssAmt063285761
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0348261
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/NetAssetsOrFundBalancesBOYAmt013263881
IRS990/NetAssetsOrFundBalancesEOYAmt012422763
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-5375
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-5375
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt012523000
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011668526
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0362779
IRS990/OccupancyGrp/ProgramServicesAmt01454905
IRS990/OccupancyGrp/TotalAmt01817684
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt043223
IRS990/OfficeExpensesGrp/ProgramServicesAmt052059
IRS990/OfficeExpensesGrp/TotalAmt095282
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0247519
IRS990/OtherAssetsTotalGrp/EOYAmt0295959
IRS990/OtherChangesInNetAssetsAmt013356
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0187984
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0563650
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0751634
IRS990/OtherExpensesGrp/Desc0FOOD PRODUCTS & RELATED
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt077505
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1198951
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt224280
IRS990/OtherExpensesGrp/ProgramServicesAmt01047859
IRS990/OtherExpensesGrp/ProgramServicesAmt1715398
IRS990/OtherExpensesGrp/TotalAmt01047859
IRS990/OtherExpensesGrp/TotalAmt1792903
IRS990/OtherExpensesGrp/TotalAmt2198951
IRS990/OtherExpensesGrp/TotalAmt324280
IRS990/OtherLiabilitiesGrp/BOYAmt089100
IRS990/OtherLiabilitiesGrp/EOYAmt085800
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/RelatedOrExemptFuncIncomeAmt01741039
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1304365
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt219445
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01741039
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1304365
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt219445
IRS990/OtherRevenueTotalAmt02064849
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01500004
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04868039
IRS990/OtherSalariesAndWagesGrp/TotalAmt06368043
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0122595
IRS990/PayrollTaxesGrp/ProgramServicesAmt0367783
IRS990/PayrollTaxesGrp/TotalAmt0490378
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt091148
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0273444
IRS990/PensionPlanContributionsGrp/TotalAmt0364592
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt078692
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt076387
IRS990/PrincipalOfficerNm0BETH HOYT
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/RelatedOrExemptFuncIncomeAmt011375192
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1271951
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2148044
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt328017
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011375192
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1271951
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2148044
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt328017
IRS990/ProgSrvcAccomActy2Grp/Desc0DIETARY NEEDS PROVIDED TO THE RESIDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02422559
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0148044
IRS990/ProgSrvcAccomActy3Grp/Desc0HOME HEALTH CARE PROVIDED TO THE RESIDENTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02276037
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt011375192
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ALL OTHER PROGRAM SERVICES PROVIDED TO RESIDENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01379746
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt02092866
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0963980
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06373
IRS990/PYOtherExpensesAmt06791216
IRS990/PYOtherRevenueAmt03781336
IRS990/PYProgramServiceRevenueAmt012004309
IRS990/PYRevenuesLessExpensesAmt01695599
IRS990/PYSalariesCompEmpBnftPaidAmt08269183
IRS990/PYTotalExpensesAmt015060399
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt016755998
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-854474
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0492983
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0271951
IRS990/RoyaltiesRevenueGrp/ExclusionAmt015009
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt015009
IRS990/SavingsAndTempCashInvstGrp/BOYAmt090871
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0182504
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0492983
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0963980
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03395519
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01083173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0640712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06576367
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017164
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014980
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020918
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011935
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt080032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013564243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013652548
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt015004516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt015684514
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt014699625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt072605446
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017164

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,412,250
Liabilities
$3,989,487
Net assets
$12,422,763
Revenue
$14,392,825
Expenses
$15,247,299
Net income
-$854,474
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