Civic Intelligence

American Senior Communities Employee Benefit Plan

990 • Fiscal year 2015 • EIN 35-6322836

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 11, 2016

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

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Net Margin

43rd percentile

1.1%

Higher net margin than 43% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

41st percentile

1.9%

Faster revenue growth than 41% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Up

$7,092,134

Up $26,284 (+0.4%) from 2014

Net Assets

Up

$7,036,072

Up $353,202 (+5.3%) from 2014

Liabilities

Down

$56,062

Down $326,918 (-85%) from 2014

Revenue

Up

$33,287,051

Up $605,231 (+1.9%) from 2014

Expenses

Up

$32,933,849

Up $2,978,533 (+9.9%) from 2014

Net Income

Down

$353,202

Down $2,373,302 (-87%) from 2014

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

2015

Assets$7,092,134
Liabilities$56,062
Net Assets$7,036,072

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

2015

Revenue$33,287,051
Expenses$32,933,849
Net Income$353,202
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 11, 2016
Return Version
2015v2.1
Gross Receipts
$33,287,051
Mission and Program Overview

Mission

INSURANCE/VEBA

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,682,870$7,036,072▲ $353,202
Cash and Non-Interest-Bearing Accounts$4,243,875$4,297,200▲ $53,325
Accounts Receivable$2,821,975$2,794,934▼ $27,041
Total Assets$7,065,850$7,092,134▲ $26,284
Liabilities
Accounts Payable and Accrued Expenses$382,980$56,062▼ $326,918
Total Liabilities$382,980$56,062▼ $326,918
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,682,870$7,036,072▲ $353,202
Total Liabilities and Net Assets / Fund Balance$7,065,850$7,092,134▲ $26,284
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
$33,287,051
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$353,202
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,501,003
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$28,432,846--$28,432,846
Other Expenses$313,027--$313,027
All Other Expenses$36,457--$36,457
Total Functional Expenses$32,933,849$0$0$32,933,849
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
2016-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Justice
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 Appendix236 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/GrantsToIndividualsInd0false
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)9 • $25M-$50M nonprofits