Yellowwood Acres Inc

990 • Fiscal year 2014 • EIN 35-1590607

Oct 01, 2013 to Sep 30, 2014 • Filed on Jul 24, 2015

Organization Profile N/A

911 N Studebaker Road90815

(562) 257-5100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

1.21x

Higher debt load relative to assets than 96% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

0.74x

Higher debt load relative to revenue than 74% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

8.3%

Higher net margin than 65% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

$426,440

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

-13%

Faster asset growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet

Liabilities / Assets96th percentile

Assets

Down

$8,840,146

Down $1,344,457 (-13%) from 2013

Net Assets

-$1,833,617

Up $883,864 (+33%) from 2013

Liabilities

Down

$10,673,763

Down $2,228,321 (-17%) from 2013

Revenue And Expenses

Liabilities / Revenue74th percentile Net Margin65th percentile

Revenue

$14,363,930

No earlier filing loaded for comparison.

Expenses

Down

$13,172,005

Down $610,816 (-4.4%) from 2013

Net Income

$1,191,925

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

Highlighted filing

2014

Assets$8,840,146

Liabilities$10,673,763

Net Assets-$1,833,617

Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$14,363,930

Expenses$13,172,005

Net Income$1,191,925

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2013 to Sep 30, 2014
Signed: Jul 24, 2015
Return Version: 2013v4.0
Gross Receipts: $14,363,930

Mission and Program Overview

Mission

To provide housing options for older adults in an environment that enhances their quality of life physically, mentally, and spiritually

Nursing services and senior housing

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Land, Buildings, and Equipment, Net	$7,326,998	$7,294,317	▼ $32,681
Accounts Receivable	$746,445	$655,616	▼ $90,829
Savings and Temporary Cash Investments	$427,282	$476,673	▲ $49,391
Intangible Assets	$345,514	$154,208	▼ $191,306
Inventories for Sale or Use	$28,566	$28,123	▼ $443
Prepaid Expenses and Deferred Charges	$35,478	$25,976	▼ $9,502
Cash and Non-Interest-Bearing Accounts	$2,500	$2,500	→ $0
Total Assets	$10,184,603	$8,840,146	▼ $1,344,457
Other Assets Total	$1,271,820	$202,733	▼ $1,069,087
Liabilities
Tax Exempt Bond Liabilities	$9,094,620	$8,974,490	▼ $120,130
Other Liabilities	$1,814,974	$845,472	▼ $969,502
Accounts Payable and Accrued Expenses	$1,992,490	$791,199	▼ $1,201,291
Deferred Revenue	-	$62,602	-
Total Liabilities	$12,902,084	$10,673,763	▼ $2,228,321
Net Assets / Fund Balance
Unrestricted Net Assets	$-2,717,481	$-1,833,617	▲ $883,864
Total Net Assets Fund Balance	$-2,717,481	$-1,833,617	▲ $883,864
Total Liabilities and Net Assets / Fund Balance	$10,184,603	$8,840,146	▼ $1,344,457

Asset Categories

Asset	Book Value	Depreciation	Basis
Buildings	$5,634,595	$9,107,055	$14,741,650
Equipment	$1,125,138	$1,537,207	$2,662,345
Land	$534,584	-	$534,584

Compensation and Service Providers

Top Officer Pay88th percentile

Employees

Name	Title	Other	Total
Anders Plett	VP Acquisitions & Project Development	$207,192	$207,192
Cheryl J Howell	Director of Admin Services	$144,043	$144,043
John Clow	Director Risk Management	$134,829	$134,829

Board Members and Trustees

Name	Title
Laverne R Joseph	President/CEO
Christina E Potter	Director
Frank G Jahrling	Director
John E Trnka	Director
Raymond East	Director
Stewart M Simington	Director
Darryl Sexton	Director and VP
Christopher Mullen	Bus Application Manager
Frank Rossello Jr	CFO/VP Finance
Deborah J Stouff	Corporate Secretary
Robert R Amberg	Sr. VP Gen Counsel
Anders Plett	VP Acquisitions & Project Developmen
Peter Oscar Peabody	VP Healthcare Ops
Stuart J Hartman	VP Housing Ops
Nada Battaglia	VP Human Resources
Richard Washington	VP Project Development
Vincent B Magnone	VP Treasury

Revenue and Support

Revenue Composition

Contributions and Grants: $490
Program Service Revenue: $12,748,432
Investment Income: $7,592
Other Revenue: $1,607,416
All Other Contributions: $490
Change in Net Assets: $1,191,925

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Salaries, Compensation, and Employee Benefits	$7,205,557
Other Expenses	$5,966,448
Grants and Similar Amounts Paid	$0
Professional Fundraising Fees	$0
Total Fundraising Expense	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Other Salaries and Wages	$5,395,500	$475,957	-	$5,871,457
Office Expenses	$967,365	$57,033	-	$1,024,398
Fees for Services Other	$935,951	$10,399	-	$946,350
Other Employee Benefits	$809,109	$61,855	-	$870,964
Occupancy	$730,353	-	-	$730,353
Fees for Services Management	-	$615,415	-	$615,415
Depreciation Depletion	$462,324	-	-	$462,324
Payroll Taxes	$398,317	$53,633	-	$451,950
Insurance	$106,786	$102,221	-	$209,007
All Other Expenses	$89,104	$57,624	-	$146,728
Other Expenses	$128,237	-	-	$128,237
Fees for Services Legal	-	$66,168	-	$66,168
Interest	$58,552	-	-	$58,552
Fees for Services Accounting	-	$40,436	-	$40,436
Travel	$27,958	$9,238	-	$37,196
Information Technology	-	$34,275	-	$34,275
Advertising	$8,855	$23,480	-	$32,335
Pension Plan Contributions	$10,000	$1,186	-	$11,186
Total Functional Expenses	$11,563,085	$1,608,920	$0	$13,172,005

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Professional Fundraising Fees	$0

Political and Lobbying Activity

Political campaign activity: No
Lobbying activity: No
Subject to proxy tax: No

Related Organizations and Partnerships

Related Tax-Exempt Organizations

Organization	Location	Activity	Code	Public Charity	Controlled
93-0839426	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-4547417	-	Housing for Chronically Mentally Ill Adults	501(c)(3)	15	No
31-1575444	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0227497	-	Low and Very Low Income Housing	501(c)(3)	9	No
31-1135796	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0462745	-	Corporate General Partner for a Low and Very Low Income Housing Partnership.	501(c)(3)	11	No
95-3618525	-	Low and Very Low Income Housing	501(c)(3)	9	No
30-0105347	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0657540	-	Low & Very Low Income Housing	501(c)(3)	15	No
33-0274917	-	Low and Very Low Income Housing	501(c)(3)	9	No
20-5593693	-	Low & Very Low Income Housing	501(c)(3)	15	No
76-0713632	-	Affordable Housing to Low Income Seniors, Families and the Handicapped	501(c)(3)	9	No
95-2963856	-	Affordable Housing to Low Income Seniors, Families and the Handicapped	501(c)(3)	9	No
61-1116280	-	Nursing and Housing for Senior Citizens	501(c)(3)	9	No
95-3981289	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3972422	-	Low and Very Low Income Housing	501(c)(3)	9	No
74-2528374	-	Low and Very Low Income Housing	501(c)(3)	9	No
52-1901330	-	Low Income Housing for the Elderly	501(c)(3)	15	No
94-1630325	-	Low and Very Low Income Housing	501(c)(3)	9	No
94-1629086	-	Skilled Nursing Care	501(c)(3)	9	No
95-3858285	-	Low and Very Low Income Housing	501(c)(3)	7	No
33-0240088	-	Low and Very Low Income Housing	501(c)(3)	15	No
91-2118986	-	Low Income Housing for the Elderly & Disabled	501(c)(3)	15	No
94-3090349	-	Low and Very Low Income Housing	501(c)(3)	9	No
20-2852210	-	Assisted Living Facilities for Low Income Elderly Persons	501(c)(3)	9	No
94-2645317	-	Low and Very Low Income Housing	501(c)(3)	9	No
46-1443891	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0221566	-	Low and Very Low Income Housing	501(c)(3)	9	No
31-1660727	-	Low & Very Low Income Housing	501(c)(3)	9	No
81-0631096	-	Nursing Care and Assisted Living Facilities to the Elderly	501(c)(3)	9	No
33-0217504	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3815447	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0236316	-	Low and Very Low Income Housing	501(c)(3)	7	No
31-1710670	-	Senior Housing	501(c)(3)	15	No
33-0219411	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0402391	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3743532	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0483950	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-3815145	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-3917927	-	Low & Very Low Income Senior Citizen Housing	501(c)(3)	15	No
95-3806147	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3807642	-	Low and Very Low Income Housing	501(c)(3)	7	No
33-0236319	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-3915615	-	Low and Very Low Income Housing	501(c)(3)	9	No
91-2004295	-	Low and Very Low Income Housing	501(c)(3)	9	No
66-0431743	-	Low Income Housing	501(c)(3)	15	No
57-0845047	-	Residential and Assisted Living for Senior Citizens	501(c)(3)	9	No
95-3651050	-	See Schedule O - Sponsor Organization	501(c)(3)	11	No
31-0956562	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0240089	-	Low & Very Low Income Senior Citizen Housing	501(c)(3)	15	No
95-3864203	-	Nursing and Housing for the Elderly	501(c)(3)	9	No
33-0713531	-	General Welfare & Economic Development of Low and Very-low Income Persons or	501(c)(3)	9	No
35-3252619	-	Low Income Housing for the Chronicall Mentally Ill	501(c)(3)	15	No
73-1698527	-	Senior Housing	501(c)(3)	15	No
95-3072221	-	Low Income Housing	501(c)(3)	9	No
33-0713528	-	Low and Very Low Income Housing	501(c)(3)	9	No
91-1751136	-	Low Income Senior Housing	501(c)(3)	9	No
59-2742497	-	Retirement Home for Senior Citizens	501(c)(3)	9	No
31-1708080	-	Low Income Senior Housing	501(c)(3)	15	No
31-1576132	-	Low & Very Low Income Housing	501(c)(3)	15	No
31-1135803	-	Low and Very Low Income Housing.	501(c)(3)	9	No
31-1531662	-	Low and Very Low Income Housing	501(c)(3)	9	No
68-0203079	-	Assist Developmentally Disabled Persons	501(c)(3)	9	No
30-0105351	-	Low and Very Low Income Housing.	501(c)(3)	7	No
33-0236348	-	Low and Very Low Income Housing	501(c)(3)	9	No
76-0713633	-	Affordable Housing to Low-income Seniors, Families and the Handicapped	501(c)(3)	9	No
31-1025386	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0235269	-	Low and Very Low Income Housing	501(c)(3)	9	No
20-5489828	-	Low and Very Low Income Housing	501(c)(3)	9	No
45-2872284	-	Low Income Housing for the Elderly & Disabled	501(c)(3)	9	No
33-0293189	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3915617	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0336099	-	Low and Very Low Income Housing	501(c)(3)	7	No
91-2129703	-	General Partner in a Partnership That Is Operating Low Income Housing	501(c)(3)	9	No
20-2853552	-	Low & Very Low Income Housing	501(c)(3)	15	No
33-0310321	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3000996	-	Low Income Housing	501(c)(3)	9	No
30-0265098	-	Low Income Housing	501(c)(3)	9	No
35-1601281	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3924425	-	Low and Very Low Income Housing	501(c)(3)	9	No
39-1674875	-	Low and Very Low Income Housing	501(c)(3)	9	No
31-1105980	-	Low and Very Low Income Housing	501(c)(3)	7	No
94-2764262	-	Low and Very Low Income Housing	501(c)(3)	9	No
91-1212339	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-3970172	-	Low and Very Low Income Housing	501(c)(3)	9	No
41-2089814	-	Senior Citizen Housing	501(c)(3)	15	No
95-3926600	-	Retirement Housing for Senior Citizens	501(c)(3)	9	No
95-3315308	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-2394671	-	Retirement Housing for Senior Citizens	501(c)(3)	9	No
95-3972613	-	To Provide Low and Very Low Income Housing	501(c)(3)	9	No
59-2721378	-	Housing and Nursing for Senior Citizens	501(c)(3)	9	No
75-2264833	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3915111	-	Low and Very Low Income Housing	501(c)(3)	9	No
94-2256991	-	Low and Very Low Income Housing	501(c)(3)	9	No
93-1216117	-	Low Income Housing	501(c)(3)	9	No
91-2169651	-	Low and Very Low Income Housing	501(c)(3)	9	No
74-2282021	-	Low and Very Low Income Housing.	501(c)(3)	9	No
33-0236323	-	Low & Very Low Income Housing	501(c)(3)	7	No
33-0736426	-	Low and Very Low Income Housing	501(c)(3)	9	No
20-5267298	-	Low and Very Low Income Housing	501(c)(3)	9	No
31-1717824	-	Assisted Living Residence for Low Income Seniors	501(c)(3)	9	No
95-3915619	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-3883729	-	Low and Very Low Income Housing	501(c)(3)	9	No
86-0661151	-	Low and Very Low Income Housing.	501(c)(3)	9	No
95-3298228	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-2874168	-	Low and Very Low Income Housing	501(c)(3)	9	No
76-0713635	-	Affordable Housing to Low-income Seniors, Families and the Handicapped	501(c)(3)	9	No
95-3915116	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-3864201	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-3864190	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3103749	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3835688	-	To Provide Housing for the Low and Very Low Income Senior Citizens.	501(c)(3)	9	No
33-0299770	-	Senior Citizen Housing	501(c)(3)	9	No
95-3972405	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0224099	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3961818	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3939010	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-2249495	-	See Schedule O - Sponsor Organization	501(c)(3)	1	No
99-0270013	-	Low and Very Low Income Housing.	501(c)(3)	7	No
95-3295618	-	Affordable Housing to the Elderly	501(c)(3)	9	No
91-2145934	-	Low and Very Low Income Housing	501(c)(3)	11	No
95-3555022	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3913994	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3856154	-	Low and Very Low Income Housing	501(c)(3)	9	No
76-0775911	-	Low and Very Low Income Housing	501(c)(3)	9	No
38-2589687	-	Low and Very Low Income Housing	501(c)(3)	9	No
81-0631098	-	Low Income Housing	501(c)(3)	9	No
95-3976201	-	Low and Very Low Income Housing	501(c)(3)	11	No
33-0234678	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3952505	-	Low and Very Low Income Housing	501(c)(3)	7	No
31-1728897	-	Low and Very Low Income Housing.	501(c)(3)	9	No
30-0108108	-	Low Income Housing for the Elderly	501(c)(3)	9	No
31-1710648	-	Senior Housing	501(c)(3)	9	No
95-3976114	-	Low & Very Low Income Housing	501(c)(3)	15	No
33-0713530	-	Low and Very Low Income Housing	501(c)(3)	9	No
94-1702821	-	Low and Very Low Income Housing	501(c)(3)	9	No
33-0217490	-	Low & Very Low Income Housing	501(c)(3)	15	No
95-3930268	-	Residential and Assisted Living Services for Senior Citizens	501(c)(3)	9	No
91-2118985	-	Low & Very Low Income Housing for the Elderly	501(c)(3)	15	No
91-2118974	-	Low & Very Low Income Housing for the Elderly	501(c)(3)	15	No
59-2314057	-	Low and Very Low Income Housing	501(c)(3)	9	No
31-1012363	-	Low and Very Low Income Housing	501(c)(3)	9	No
68-0025578	-	Low and Very Low Income Housing	501(c)(3)	9	No
31-1042917	-	Low and Very Low Income Housing	501(c)(3)	9	No
26-1522545	-	Housing for Low Income Elderly Persons	501(c)(3)	7	No
91-2055958	-	Low and Very Low Income Housing	501(c)(3)	7	No
95-3748359	-	Low and Very Low Income Housing	501(c)(3)	7	No
33-0230525	-	Low and Very Low Income Housing	501(c)(3)	9	No
95-3573752	-	Low and Very Low Income Housing	501(c)(3)	7	No
33-0236331	-	Low and Very Low Income Housing	501(c)(3)	9	No
31-1663924	-	Low Income Housing for the Elderly & Disabled	501(c)(3)	7	No

Related Partnerships and Joint Ventures

Organization	Location	Activity	Income	Assets	Ownership	Managing Partner
91-2118880	-	Low Income Housing	-	-	-	-
91-2118879	-	Low Income Housing	-	-	-	-
91-2118878	-	Low Income Housing	-	-	-	-
26-2776373	-	Low Income Housing	-	-	-	-
33-0657744	-	Low Income Housing	-	-	-	-
45-3517331	-	Low Income Housing	-	-	-	-
91-2081880	-	Low Income Housing	-	-	-	-
80-0383839	-	Low Income Housing	-	-	-	-
46-1159405	-	Low Income Housing	-	-	-	-
46-1170579	-	Low Income Housing	-	-	-	-
91-2058664	-	Low Income Housing	-	-	-	-
30-0751675	-	Low Income Housing	-	-	-	-
20-8737125	-	Low Income Housing	-	-	-	-
26-2045140	-	Low Income Housing	-	-	-	-
26-2044491	-	Low Income Housing	-	-	-	-
80-0047322	-	Low Income Housing	-	-	-	-
33-0404058	-	Low Income Housing	-	-	-	-
61-1694504	-	Low Income Housing	-	-	-	-
33-0383600	-	Low Income Housing	-	-	-	-
91-2129525	-	Low Income Housing	-	-	-	-
35-1601281	-	Low Income Housing	-	-	-	-
41-2089820	-	Low Income Housing	-	-	-	-
20-8737239	-	Low Income Housing	-	-	-	-
26-2045031	-	Low Income Housing	-	-	-	-
26-2044625	-	Low Income Housing	-	-	-	-
27-5105225	-	Low Income Housing	-	-	-	-
27-5104715	-	Low Income Housing	-	-	-	-
95-4358490	-	Low Income Housing	-	-	-	-
26-3792698	-	Low Income Housing	-	-	-	-
95-3973274	-	Low Income Housing	-	-	-	-
33-0383602	-	Low Income Housing	-	-	-	-
76-0713646	-	Low Income Housing	-	-	-	-
27-1649972	-	Low Income Housing	-	-	-	-
33-1037938	-	Low Income Housing	-	-	-	-
33-0595836	-	Low Income Housing	-	-	-	-
47-0942681	-	Low Income Housing	-	-	-	-
46-2888427	-	Low Income Housing	-	-	-	-
46-2888466	-	Low Income Housing	-	-	-	-
45-4931743	-	Low Income Housing	-	-	-	-

Debt and Bond Financing

Other Reported Liabilities

Liability	Amount
Advances From Rhf	$357,665
Due to Related Party	$335,756
Security Deposits	$142,030
Patient/resident Trust Deposits	$10,021

Bond Issues

Bond	Issuer	Issued	Issue Price	Purpose
A	27-3866124	2014-06-30	$9,266,467	To repay outstanding mortgages

Bond Proceeds

Bond	Total Proceeds	Spent	Retired	Issuance Costs
A	$9,266,467	$44,771	$50,537	$144,072

Bond Financing Compliance

No rebate due: No
Rebate not yet due: Yes
Form 8038-T filed: No
Gross proceeds invested: No
Gross proceeds invested in GIC: No
Exception to rebate: No
Corrective action procedures: Yes

Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant: No
Annual disclosure for covered persons: Yes
Audit committee: 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: Yes
Key decisions subject to board approval: Yes
Management duties delegated: Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management duties are fulfilled by management company.”

Form 990, Part VI, Section A, Line 6

“There shall be one corporate member, and that member shall be retirement housing foundation, its designee, or its successor in interest.”

Form 990, Part VI, Section A, Line 7A

“Directors shall be elected at the annual meeting of the member.”

Form 990, Part VI, Section A, Line 7B

“The bylaws may not be amended, repealed, or added to, nor may new bylaws be adopted for the corporation except by the written consent of the member, retirement housing foundation.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The management company thoroughly reviews the form 990 before providing a copy to the governing body and filing.”

Form 990, Part VI, Section B, Line 12C

“Upon joining the company and annually thereafter, all employees and board members are required to complete and sign a certification acknowledging their understanding and agreement to comply with the company's conflict of interest policy, including disclosing any activities that may appear or may be deemed violations of the policy. Board members and company officers have an additional and more comprehensive conflict of interest policy and certification requirement. Designated management personnel are responsible for tracking the distribution and return of all certifications and for accounting and reporting any disclosures to the company's compliance officer. If further review of any disclosure is merited, the compliance officer forwards the certification to the company's general counsel, ceo and/or board for final disposition. Individuals who have made disclosures are advised of final dispositions. An employee's failure to submit timely certifications, disclosures and/or to take the necessary required actions to avoid conflicts may be disciplined, up to and including termination. If the individual is a board member, he or she may be subject to removal from his or her position.”

Form 990, Part VI, Section B, Line 15

“The process for determining compensation for the ceo, executive director, top management officials and other officers or key employees included an extensive revlew and approval by independent persons.”

Form 990, Part VI, Section C, Line 19

“The organization makes the governing documents, conflict of interest policy, and financial statements available upon request.”

Form 990, Part VII, Section A and Schedule J, Part II

“The compensation listed on schedule j and elsewhere in this return is for services provided by and paid by retirement housing foundation, which is a related organization that sponsors and manages approximately 190 tax exempt organizations and partnerships that provide affordable and market-rate housing, skilled nursing, and assisted living services for senior adults, low income families, and persons with disabilities throughout the united states including the district of columbia, puerto rico, and the virgin islands.”

Filing and Contact Details

Filer

EIN: 35-1590607
Phone: 5622575100

Signing Officer

Name: Deborah Stouff
Title: Secretary
Phone: 5622575100
Signed: 2015-07-24
Discuss with paid preparer: Yes

Organization Details

Principal Officer: Laverne Joseph
Formed: 1983
Legal Domicile: In
Voting Board Members: 6
Independent Board Members: 6
Employees: 360
Volunteers: 0

Preparer

Preparer: Jeff Parker
Phone: 3149254300

Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Loss on refinancing of long term debt -308,491.”

Form 990, Part XII, Line 2C

“The management company assumes the responsibility for the oversight of the audit of its financial statements and the selection of the independent accountant. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“All the organizations that comprise the obligated group qualify as tax-exempt corporations described in section 501(c)(3) of the internal revenue code. Accordingly, the organizations are not subject to federal income taxes under section 501(a) of the code. The organizations are classified as publicly-supported charitable organizations under the code and contributions to the organizations qualify as a charitable tax deduction for the contributor. The organizations apply the income tax standard for uncertain tax positions. This standard clarifies the accounting for uncertainty in income taxes recognized in an organization's financial statements. This standard prescribes recognition and measurement of tax positions taken or expected to be taken on a tax return that are not certain to be realized. The organizations are not aware of any activities that would jeopardize their tax-exempt status.”

Raw XML AppendixShowing 400 of 3,101 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/OtherExpensesGrp/ProgramServicesAmt	1	415646
IRS990/OtherExpensesGrp/ProgramServicesAmt	2	181075
IRS990/OtherExpensesGrp/ProgramServicesAmt	3	128237
IRS990/OtherExpensesGrp/TotalAmt	0	837953
IRS990/OtherExpensesGrp/TotalAmt	1	415646
IRS990/OtherExpensesGrp/TotalAmt	2	181075
IRS990/OtherExpensesGrp/TotalAmt	3	128237
IRS990/OtherLiabilitiesGrp/BOYAmt	0	1814974
IRS990/OtherLiabilitiesGrp/EOYAmt	0	845472
IRS990/OtherRevenueMiscGrp/BusinessCd	0	623000
IRS990/OtherRevenueMiscGrp/BusinessCd	1	623000
IRS990/OtherRevenueMiscGrp/BusinessCd	2	623000
IRS990/OtherRevenueMiscGrp/Desc	0	PROPERTY TAX ACCRUAL REVERSAL
IRS990/OtherRevenueMiscGrp/Desc	1	GAIN ON FIRE DAMAGE
IRS990/OtherRevenueMiscGrp/Desc	2	BEAUTY SHOP INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt	0	1095240
IRS990/OtherRevenueMiscGrp/ExclusionAmt	1	327005
IRS990/OtherRevenueMiscGrp/ExclusionAmt	2	81801
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt	0	1095240
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt	1	327005
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt	2	81801
IRS990/OtherRevenueTotalAmt	0	1607416
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt	0	475957
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt	0	5395500
IRS990/OtherSalariesAndWagesGrp/TotalAmt	0	5871457
IRS990/PartialLiquidationInd	0	0
IRS990/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt	0	53633
IRS990/PayrollTaxesGrp/ProgramServicesAmt	0	398317
IRS990/PayrollTaxesGrp/TotalAmt	0	451950
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt	0	1186
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt	0	10000
IRS990/PensionPlanContributionsGrp/TotalAmt	0	11186
IRS990/PoliticalCampaignActyInd	0	0
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt	0	35478
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt	0	25976
IRS990/PrincipalOfficerNm	0	LAVERNE JOSEPH
IRS990/ProfessionalFundraisingInd	0	0
IRS990/ProgramServiceRevenueGrp/BusinessCd	0	623000
IRS990/ProgramServiceRevenueGrp/BusinessCd	1	531110
IRS990/ProgramServiceRevenueGrp/BusinessCd	2	623000
IRS990/ProgramServiceRevenueGrp/BusinessCd	3	623000
IRS990/ProgramServiceRevenueGrp/Desc	0	MEDICARE/MEDICAID PAYMENT
IRS990/ProgramServiceRevenueGrp/Desc	1	RENTAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc	2	PATIENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc	3	ASSISTED LIVING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	0	5264694
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	1	2718320
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	2	2510868
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt	3	2254550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	0	5264694
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	1	2718320
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	2	2510868
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt	3	2254550
IRS990/ProhibitedTaxShelterTransInd	0	0
IRS990/PYBenefitsPaidToMembersAmt	0	0
IRS990/PYContributionsGrantsAmt	0	87143
IRS990/PYExcessBenefitTransInd	0	0
IRS990/PYGrantsAndSimilarPaidAmt	0	0
IRS990/PYInvestmentIncomeAmt	0	-435466
IRS990/PYOtherExpensesAmt	0	6566699
IRS990/PYOtherRevenueAmt	0	1618178
IRS990/PYProgramServiceRevenueAmt	0	12796180
IRS990/PYRevenuesLessExpensesAmt	0	283214
IRS990/PYSalariesCompEmpBnftPaidAmt	0	7216122
IRS990/PYTotalExpensesAmt	0	13782821
IRS990/PYTotalProfFndrsngExpnsAmt	0	0
IRS990/PYTotalRevenueAmt	0	14066035
IRS990/QuidProQuoContributionsInd	0	0
IRS990/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990/ReconcilationRevenueExpnssAmt	0	1191925
IRS990/RegularMonitoringEnfrcInd	0	1
IRS990/RelatedEntityInd	0	1
IRS990/RelatedOrganizationCtrlEntInd	0	0
IRS990/ReportInvestmentsOtherSecInd	0	0
IRS990/ReportLandBuildingEquipmentInd	0	1
IRS990/ReportOtherAssetsInd	0	0
IRS990/ReportOtherLiabilitiesInd	0	1
IRS990/ReportProgramRelatedInvstInd	0	0
IRS990/RevenueAmt	0	12748432
IRS990/SavingsAndTempCashInvstGrp/BOYAmt	0	427282

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing

Assets: $8,840,146
Liabilities: $10,673,763
Net assets: -$1,833,617
Revenue: $14,363,930
Expenses: $13,172,005
Net income: $1,191,925

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.05	$0.46	$0.41
2024Detailed filing. Detailed filing data is available for this year.	$0.45	$0.04	$0.41	$0.22	$0.16	$0.06
2023Detailed filing. Detailed filing data is available for this year.	$0.99	$0.64	$0.35	$0.46	$0.25	$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.61	$8.26	$6.65	$20.8	$16.3	$4.52
2021Detailed filing. Detailed filing data is available for this year.	$7.85	$19.0	$11.2	$12.1	$15.0	$2.93
2020Detailed filing. Detailed filing data is available for this year.	$8.50	$16.7	$8.23	$13.5	$15.4	$1.90
2019Detailed filing. Detailed filing data is available for this year.	$8.89	$14.7	$5.79	$13.1	$15.2	$2.13
2018Detailed filing. Detailed filing data is available for this year.	$9.25	$12.9	$3.65	$12.7	$13.9	$1.18
2017Detailed filing. Detailed filing data is available for this year.	$9.70	$12.2	$2.47	$13.1	$13.7	$0.60
2016Detailed filing. Detailed filing data is available for this year.	$8.58	$10.5	$1.87	$13.3	$13.3	$0.06
2015Detailed filing. Detailed filing data is available for this year.	$10.3	$12.1	$1.81	$13.2	$13.2	$0.02
2014Detailed filing. Detailed filing data is available for this year.	$8.84	$10.7	$1.83	$14.4	$13.2	$1.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$10.2	$12.9	$2.72		$13.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$8.82	$11.8	$3.00		$13.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$8.05	$12.0	$3.90		$13.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$7.52	$11.2	$3.72		$12.3