Civic Intelligence

American Senior Communities Employee Benefit Plan

990 • Fiscal year 2014 • EIN 35-6322836

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 24, 2015

6900 South Gray RoadIndianapolis, IN 46237

(317) 783-5461

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.05x

Higher debt load relative to assets than 52% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

33rd percentile

0.01x

Higher debt load relative to revenue than 33% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

62nd percentile

8.3%

Higher net margin than 62% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Asset Growth

97th percentile

74%

Faster asset growth than 97% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

13%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Assets

Up

$7,065,850

Up $3,014,813 (+74%) from 2013

Net Assets

Up

$6,682,870

Up $2,726,504 (+69%) from 2013

Liabilities

Up

$382,980

Up $288,309 (+305%) from 2013

Revenue

Up

$32,681,820

Up $3,861,880 (+13%) from 2013

Expenses

Down

$29,955,316

Down $1,617,086 (-5.1%) from 2013

Net Income

Up

$2,726,504

Up $5,478,966 (+199%) from 2013

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0-$5.0MAssets 2011: $4,523,710Liabilities 2011: $538,553Net Assets 2011: $3,985,1572011Assets 2012: $6,756,464Liabilities 2012: $47,636Net Assets 2012: $6,708,8282012Assets 2013: $4,051,037Liabilities 2013: $94,671Net Assets 2013: $3,956,3662013Assets 2014: $7,065,850Liabilities 2014: $382,980Net Assets 2014: $6,682,8702014Assets 2015: $7,092,134Liabilities 2015: $56,062Net Assets 2015: $7,036,0722015Assets 2018: $8,547,266Liabilities 2018: $2,208Net Assets 2018: $8,545,0582018Assets 2019: $8,918,090Liabilities 2019: $2,208Net Assets 2019: $8,915,8822019Assets 2020: $12,123,242Liabilities 2020: $11,598Net Assets 2020: $12,111,6442020Assets 2021: $8,703,398Liabilities 2021: -$6,878Net Assets 2021: $8,710,2762021Assets 2022: $8,926,070Liabilities 2022: $43,581Net Assets 2022: $8,882,4892022Assets 2024: $5,481,384Liabilities 2024: $43,018Net Assets 2024: $5,438,3662024

Highlighted filing

2014

Assets$7,065,850
Liabilities$382,980
Net Assets$6,682,870

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2011: $23,290,4432011Expenses 2012: $25,678,5772012Revenue 2013: $28,819,940Expenses 2013: $31,572,402Net Income 2013: -$2,752,4622013Revenue 2014: $32,681,820Expenses 2014: $29,955,316Net Income 2014: $2,726,5042014Revenue 2015: $33,287,051Expenses 2015: $32,933,849Net Income 2015: $353,2022015Revenue 2018: $36,392,271Expenses 2018: $39,520,219Net Income 2018: -$3,127,9482018Revenue 2019: $36,875,570Expenses 2019: $36,504,746Net Income 2019: $370,8242019Revenue 2020: $37,805,399Expenses 2020: $34,550,708Net Income 2020: $3,254,6912020Revenue 2021: $37,045,158Expenses 2021: $40,446,526Net Income 2021: -$3,401,3682021Revenue 2022: $34,731,129Expenses 2022: $34,558,916Net Income 2022: $172,2132022Revenue 2024: $38,104,877Expenses 2024: $40,176,668Net Income 2024: -$2,071,7912024

Highlighted filing

2014

Revenue$32,681,820
Expenses$29,955,316
Net Income$2,726,504
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 24, 2015
Return Version
2014v5.0
Gross Receipts
$32,681,820
Mission and Program Overview

Mission

INSURANCE/VEBA

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,956,366$6,682,870▲ $2,726,504
Cash and Non-Interest-Bearing Accounts$1,199,982$4,243,875▲ $3,043,893
Accounts Receivable$2,851,055$2,821,975▼ $29,080
Total Assets$4,051,037$7,065,850▲ $3,014,813
Liabilities
Accounts Payable and Accrued Expenses$94,671$382,980▲ $288,309
Total Liabilities$94,671$382,980▲ $288,309
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,956,366$6,682,870▲ $2,726,504
Total Liabilities and Net Assets / Fund Balance$4,051,037$7,065,850▲ $3,014,813
Compensation and Service Providers

Board Members and Trustees

NameTitle
Blake JacksonTrustee
David JusticeTrustee
Teresa WilliamsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$32,681,820
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$2,726,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,410,987
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$25,544,329--$25,544,329
All Other Expenses$720,955--$720,955
Other Expenses$522,805--$522,805
Total Functional Expenses$29,955,316$0$0$29,955,316
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
American Senior Communities
EIN
35-6322836
Phone
3177835461
Address
6900 SOUTH GRAY ROAD, INDIANAPOLIS, IN 46237

Signing Officer

Name
David Justice
Title
Trustee
Phone
3177835461
Signed
2015-03-24
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Turtle Creek Management Inc
Address
6900 SOUTH GRAY ROAD, INDIANAPOLIS, IN 46237
Preparer
Jean Deuser
Phone
3177835461
Raw XML Appendix225 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/IRPDocumentCnt00
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEE BENEFIT PLAN
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ReturnHeader/PreparerPersonGrp/PhoneNum03177835461
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-24
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ReturnHeader/ReturnTs02015-03-27T10:13:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings