Civic Intelligence

Wesley Willows a Methodist Retirement Home

990 • Fiscal year 2015 • EIN 36-2540488

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 29, 2015

Organization Profilewww.wesleywillows.org

View Organization Page

4141 N Rockton AvenueRockford, IL 61103

(815) 316-1500

Siviq Scores

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

Liabilities / Assets

37th percentile

0.15x

Higher debt load relative to assets than 37% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

70th percentile

0.73x

Higher debt load relative to revenue than 70% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

81st percentile

23%

Higher net margin than 81% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

60th percentile

$284,304

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

56th percentile

2.8%

Faster asset growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-21%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$33,129,511

Up $892,723 (+2.8%) from 2014

Net Assets

Up

$28,012,878

Up $981,197 (+3.6%) from 2014

Liabilities

Down

$5,116,633

Down $88,474 (-1.7%) from 2014

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin81st percentile

Revenue

Down

$7,035,462

Down $1,833,584 (-21%) from 2014

Expenses

Up

$5,395,161

Up $201,748 (+3.9%) from 2014

Net Income

Down

$1,640,301

Down $2,035,332 (-55%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$60M$40M$20M$0Assets 2011: $25,998,971Liabilities 2011: $5,168,327Net Assets 2011: $20,830,6442011Assets 2012: $26,174,725Liabilities 2012: $5,018,946Net Assets 2012: $21,155,7792012Assets 2013: $28,936,437Liabilities 2013: $5,482,613Net Assets 2013: $23,453,8242013Assets 2014: $32,236,788Liabilities 2014: $5,205,107Net Assets 2014: $27,031,6812014Assets 2015: $33,129,511Liabilities 2015: $5,116,633Net Assets 2015: $28,012,8782015Assets 2016: $32,570,259Liabilities 2016: $3,975,887Net Assets 2016: $28,594,3722016Assets 2017: $35,200,290Liabilities 2017: $4,348,099Net Assets 2017: $30,852,1912017Assets 2018: $38,077,518Liabilities 2018: $4,781,812Net Assets 2018: $33,295,7062018Assets 2019: $41,000,640Liabilities 2019: $4,640,331Net Assets 2019: $36,360,3092019Assets 2020: $44,084,264Liabilities 2020: $6,813,811Net Assets 2020: $37,270,4532020Assets 2021: $49,225,072Liabilities 2021: $3,884,459Net Assets 2021: $45,340,6132021Assets 2022: $42,480,873Liabilities 2022: $3,387,108Net Assets 2022: $39,093,7652022Assets 2023: $42,815,501Liabilities 2023: $2,308,871Net Assets 2023: $40,506,6302023Assets 2024: $47,058,832Liabilities 2024: $2,071,470Net Assets 2024: $44,987,3622024

Highlighted filing

2015

Assets$33,129,511
Liabilities$5,116,633
Net Assets$28,012,878
Open 2015 Filing

Operations Trend

Revenue Growth11th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $4,948,7982011Expenses 2012: $4,779,1342012Expenses 2013: $5,068,2792013Revenue 2014: $8,869,046Expenses 2014: $5,193,413Net Income 2014: $3,675,6332014Revenue 2015: $7,035,462Expenses 2015: $5,395,161Net Income 2015: $1,640,3012015Revenue 2016: $6,563,217Expenses 2016: $5,307,057Net Income 2016: $1,256,1602016Revenue 2017: $6,596,674Expenses 2017: $5,542,810Net Income 2017: $1,053,8642017Revenue 2018: $7,580,618Expenses 2018: $5,916,072Net Income 2018: $1,664,5462018Revenue 2019: $6,976,774Expenses 2019: $6,223,855Net Income 2019: $752,9192019Revenue 2020: $7,277,815Expenses 2020: $6,264,327Net Income 2020: $1,013,4882020Revenue 2021: $7,497,166Expenses 2021: $5,979,017Net Income 2021: $1,518,1492021Revenue 2022: $6,663,074Expenses 2022: $5,972,722Net Income 2022: $690,3522022Revenue 2023: $6,224,034Expenses 2023: $6,606,193Net Income 2023: -$382,1592023Revenue 2024: $9,067,553Expenses 2024: $7,194,039Net Income 2024: $1,873,5142024

Highlighted filing

2015

Revenue$7,035,462
Expenses$5,395,161
Net Income$1,640,301
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 29, 2015
Return Version
2014v5.0
Gross Receipts
$7,049,514
Mission and Program Overview

Mission

Wesley Willows' mission statement is "We promote active, secure lifestyles for seniors through ongoing personalized care". Wesley Willows' cause statement is "Inspiring seniors to celebrate life".

Wesley Willows provides housing and services for senior citizens with a policy to maintain residents that become unable to pay. Wesley Willows' stated purposes include promoting christian principles for the development and improvement of persons of retirement age, and inspiring seniors to celebrate life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,979,814$19,079,838▲ $100,024
Land, Buildings, and Equipment, Net$6,991,197$7,408,316▲ $417,119
Other Notes and Loans Receivable, Net$4,850,000$3,800,000▼ $1,050,000
Savings and Temporary Cash Investments$977,995$2,443,104▲ $1,465,109
Pledges and Grants Receivable$236,438$177,824▼ $58,614
Accounts Receivable$143,461$166,999▲ $23,538
Prepaid Expenses and Deferred Charges$44,093$44,093→ $0
Inventories for Sale or Use$12,490$8,037▼ $4,453
Cash and Non-Interest-Bearing Accounts$1,300$1,300→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0--
Intangible Assets$0--
Loans From Officers Directors$0$0→ $0
Total Assets$32,236,788$33,129,511▲ $892,723
Other Assets Total$0--
Liabilities
Deferred Revenue$2,935,868$2,923,869▼ $11,999
Accounts Payable and Accrued Expenses$2,269,239$2,192,764▼ $76,475
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,205,107$5,116,633▼ $88,474
Net Assets / Fund Balance
Unrestricted Net Assets$24,093,019$25,088,354▲ $995,335
Permanently Rstr Net Assets$2,651,916$2,741,303▲ $89,387
Temporarily Rstr Net Assets$286,746$183,221▼ $103,525
Total Net Assets Fund Balance$27,031,681$28,012,878▲ $981,197
Total Liabilities and Net Assets / Fund Balance$32,236,788$33,129,511▲ $892,723

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,887,737$6,540,809$10,428,546
Land$3,153,983-$3,153,983
Equipment$366,596$516,770$883,366
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$7,906,459$92,160▼ $63,254$9,375$7,925,990
2013$6,666,542$584,001▲ $978,264$322,348$7,906,459
2012$5,881,561$580,311▲ $559,754$355,084$6,666,542
2011$5,987,985$583,512▼ $32,790$657,146$5,881,561
2010$5,069,621$364,617▲ $995,370$441,623$5,987,985
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William PrattPresident CEOFT$206,674$77,630$284,304
Mark TicknorTreasurerFT$113,818$55,456$169,274
Debra AdkinsAdministratorFT$117,099$42,969$160,068

Board Members and Trustees

NameTitle
Michael GannChairman
Erin CalkinsVice chair
Anne HammesBoard Member
Doug LambBoard Member
Joe ClintonBoard Member
John ShockeyBoard Member
Linda ChangBoard Member
Lori DiazBoard Member
Mark McClenathanBoard Member
Michael DavisBoard Member
Monica GlennyBoard Member
David SchmittSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$139,191
Program Service Revenue
$5,497,783
Investment Income
$782,781
Other Revenue
$615,707
All Other Contributions
$191,198
Change in Net Assets
$1,640,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,858,672
Other Expenses$2,536,489
Total Fundraising Expense$161,667
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,895,910--$1,895,910
Depreciation Depletion$698,364--$698,364
Current Officers, Directors, Trustees, and Key Employees-$512,489-$512,489
Other Expenses$122,591$141,656$161,667$425,914
Occupancy$237,540$44,385-$281,925
Other Employee Benefits$259,696--$259,696
Fees for Services Other$182,109$3,072-$185,181
Payroll Taxes$151,381--$151,381
Advertising$71,651--$71,651
Office Expenses$31,754$21,287-$53,041
Interest$43,419--$43,419
Pension Plan Contributions$39,196--$39,196
Insurance-$28,000-$28,000
Fees for Services Legal-$27,632-$27,632
Fees for Services Accounting-$17,587-$17,587
Information Technology-$9,038-$9,038
Travel$3,320$4,540-$7,860
Total Functional Expenses$4,423,808$809,686$161,667$5,395,161
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,052
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Benefot$75,588$0$6,052$-6,052
Total Events$75,588$0$14,052$-14,052
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The treasurer prepares the form 990 from the combined audited financial reports, and copies of the from 990 is made available to all board members before filing. The treasurer makes a presentation of the return to the finance committee and it is offered to members of the full board before filing.”

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

“All board members, executives and key employees are given a copy of the conflict of interest policy each year. Each member completes the conflict of interest annual statement. The completed statements are reviewed and if a conflict is identified, all identified parties are informed.”

Form 990, Part VI, Section B, Line 15

“Compensation for executives is governed by the board of trustees. The board has established a standing executive compensation committee comprised of members of the executive committee, who review executive compensation annually. Upon request, an independent external compensation firm provides consulting on salary ranges and compensation philosophy.”

Form 990, Part VI, Section C, Line 19

“Policies are available upon request and changes are distributed at annual board meetings, but generally not accessible to the general public. Governing documents are available by request from the President/CEO. Audited financial reports are available by request from the treasurer.”

Filing and Contact Details

Filer

Filer Name
Wesley Willows a Methodist Retirement Home
EIN
36-2540488
Phone
8153161500
Address
4141 N Rockton Avenue, Rockford, IL 61103

Signing Officer

Name
Mark Ticknor
Title
Treasurer
Phone
8153161518
Signed
2015-09-29

Organization Details

Principal Officer
William Pratt
Formed
1962
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
12
Employees
305
Volunteers
375
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net assets released from restrictions”

Financial Statement Notes

Schedule D, Part V, Line 4

“Wesley Willows endowment funds are used for the following purposes : To provide for those residents who no longer have assets to provide for themselves; to provide funds for perpetual renovations of buildings; and to provide funds to support the chaplaincy program.”

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IRS990/Form990PartVIISectionAGrp/PersonNm3Michael Davis
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IRS990/Form990PartVIISectionAGrp/PersonNm5Michael Gann
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12235283
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13139211
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14137995
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12President CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Administrator
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt075587
IRS990/FundraisingDirectExpensesAmt014052
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0183218
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0183218
IRS990/GrossReceiptsAmt07049514
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt09038
IRS990/InformationTechnologyGrp/TotalAmt09038
IRS990/InsuranceGrp/ManagementAndGeneralAmt028000
IRS990/InsuranceGrp/TotalAmt028000
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/InterestGrp/ProgramServicesAmt043419
IRS990/InterestGrp/TotalAmt043419
IRS990/InventoriesForSaleOrUseGrp/BOYAmt012490
IRS990/InventoriesForSaleOrUseGrp/EOYAmt08037
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0599563
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0599563
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018979814
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019079838
IRS990/IRPDocumentCnt0373
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07057579
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06991197
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07408316
IRS990/LandBldgEquipCostOrOtherBssAmt014465895
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt014052
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt014052
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Wesley Willows' mission statement is "We promote active, secure lifestyles for seniors through ongoing personalized care". Wesley Willows' cause statement is "Inspiring seniors to celebrate life".
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt027031681
IRS990/NetAssetsOrFundBalancesEOYAmt028012878
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0183218
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0183218
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-14052
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-14052
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-753747
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt044385
IRS990/OccupancyGrp/ProgramServicesAmt0237540
IRS990/OccupancyGrp/TotalAmt0281925
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021287
IRS990/OfficeExpensesGrp/ProgramServicesAmt031754
IRS990/OfficeExpensesGrp/TotalAmt053041
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherChangesInNetAssetsAmt094643
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0259696
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0259696
IRS990/OtherExpensesGrp/Desc0Housekeeping & laundry supplies
IRS990/OtherExpensesGrp/Desc1Food service costs
IRS990/OtherExpensesGrp/Desc2Maintenance supplies
IRS990/OtherExpensesGrp/Desc3Fund Development and miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt3161667
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3141656
IRS990/OtherExpensesGrp/ProgramServicesAmt074710
IRS990/OtherExpensesGrp/ProgramServicesAmt1536103
IRS990/OtherExpensesGrp/ProgramServicesAmt276064
IRS990/OtherExpensesGrp/ProgramServicesAmt3122591
IRS990/OtherExpensesGrp/TotalAmt074710
IRS990/OtherExpensesGrp/TotalAmt1536103
IRS990/OtherExpensesGrp/TotalAmt276064
IRS990/OtherExpensesGrp/TotalAmt3425914
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0Amortization of entrance fees
IRS990/OtherRevenueMiscGrp/Desc1Interest income from note with related organization
IRS990/OtherRevenueMiscGrp/Desc2Management Fees for services provided to related organizations
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0354720
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1134675
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2126312
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0354720
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1134675
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2126312
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt0629759
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01895910
IRS990/OtherSalariesAndWagesGrp/TotalAmt01895910
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04850000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03800000
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0151381
IRS990/PayrollTaxesGrp/TotalAmt0151381
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt039196
IRS990/PensionPlanContributionsGrp/TotalAmt039196
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02651916
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02741303
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0236438
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0177824
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044093
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt044093
IRS990/PrincipalOfficerNm0William Pratt
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0Net resident services
IRS990/ProgramServiceRevenueGrp/Desc1Other operating revenue
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05362284
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1135499
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05362284
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1135499
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0509827
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,129,511
Liabilities
$5,116,633
Net assets
$28,012,878
Revenue
$7,035,462
Expenses
$5,395,161
Net income
$1,640,301
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.1$2.07$45.0$9.07$7.19$1.87
2023Detailed filing. Detailed filing data is available for this year.$42.8$2.31$40.5$6.22$6.61$0.38
2022Detailed filing. Detailed filing data is available for this year.$42.5$3.39$39.1$6.66$5.97$0.69
2021Detailed filing. Detailed filing data is available for this year.$49.2$3.88$45.3$7.50$5.98$1.52
2020Detailed filing. Detailed filing data is available for this year.$44.1$6.81$37.3$7.28$6.26$1.01
2019Detailed filing. Detailed filing data is available for this year.$41.0$4.64$36.4$6.98$6.22$0.75
2018Detailed filing. Detailed filing data is available for this year.$38.1$4.78$33.3$7.58$5.92$1.66
2017Detailed filing. Detailed filing data is available for this year.$35.2$4.35$30.9$6.60$5.54$1.05
2016Detailed filing. Detailed filing data is available for this year.$32.6$3.98$28.6$6.56$5.31$1.26
2015Detailed filing. Detailed filing data is available for this year.$33.1$5.12$28.0$7.04$5.40$1.64
2014Detailed filing. Detailed filing data is available for this year.$32.2$5.21$27.0$8.87$5.19$3.68
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.9$5.48$23.5$5.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$5.02$21.2$4.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$5.17$20.8$4.95