Civic Intelligence

Wesley Willows a Methodist Retirement Home

990 • Fiscal year 2017 • EIN 36-2540488

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 26, 2017

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

35th percentile

0.12x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.66x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

69th percentile

$338,242

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

62nd percentile

8.1%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

0.5%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$35,200,290

Up $2,630,031 (+8.1%) from 2016

Net Assets

Up

$30,852,191

Up $2,257,819 (+7.9%) from 2016

Liabilities

Up

$4,348,099

Up $372,212 (+9.4%) from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin75th percentile

Revenue

Up

$6,596,674

Up $33,457 (+0.5%) from 2016

Expenses

Up

$5,542,810

Up $235,753 (+4.4%) from 2016

Net Income

Down

$1,053,864

Down $202,296 (-16%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2017

Assets$35,200,290
Liabilities$4,348,099
Net Assets$30,852,191
Open 2017 Filing

Operations Trend

Revenue Growth34th 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

2017

Revenue$6,596,674
Expenses$5,542,810
Net Income$1,053,864
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 26, 2017
Return Version
2016v3.0
Gross Receipts
$6,610,100
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$18,479,508$20,177,641▲ $1,698,133
Land, Buildings, and Equipment, Net$7,980,998$8,264,933▲ $283,935
Other Notes and Loans Receivable, Net$4,200,000$4,150,000▼ $50,000
Savings and Temporary Cash Investments$1,497,305$2,199,997▲ $702,692
Accounts Receivable$192,856$206,703▲ $13,847
Pledges and Grants Receivable$155,201$139,428▼ $15,773
Prepaid Expenses and Deferred Charges$56,733$53,493▼ $3,240
Inventories for Sale or Use$6,358$6,795▲ $437
Cash and Non-Interest-Bearing Accounts$1,300$1,300→ $0
Receivable From Disqualified Prsn$0--
Receivables From Officers Etc$0--
Investments Other Securities$0--
Loans From Officers Directors$0--
Total Assets$32,570,259$35,200,290▲ $2,630,031
Liabilities
Deferred Revenue$2,605,183$2,846,243▲ $241,060
Accounts Payable and Accrued Expenses$1,370,704$1,501,856▲ $131,152
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0--
Unsecured Notes Loans Payable$0--
Escrow Account Liability$0--
Tax Exempt Bond Liabilities$0--
Total Liabilities$3,975,887$4,348,099▲ $372,212
Net Assets / Fund Balance
Unrestricted Net Assets$25,627,891$27,833,603▲ $2,205,712
Permanently Rstr Net Assets$2,789,943$2,833,545▲ $43,602
Temporarily Rstr Net Assets$176,538$185,043▲ $8,505
Total Net Assets Fund Balance$28,594,372$30,852,191▲ $2,257,819
Total Liabilities and Net Assets / Fund Balance$32,570,259$35,200,290▲ $2,630,031

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,605,499$6,476,598$11,082,097
Land$3,153,983-$3,153,983
Equipment$505,451$636,984$1,142,435
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$7,887,498$44,303▲ $740,273$180,468$8,491,606
2015$7,925,990$48,989▼ $50,481$37,000$7,887,498
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
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William PrattPresident CEOFT$212,853$77,873$290,726
Debra AdkinsChief Operating OfficerFT$147,032$40,163$187,195
Mark TicknorTreasurerFT$141,061$41,937$182,998

Board Members and Trustees

NameTitle
Mark McClenathanChairman
John ShockeyVice-Chair
Anne HammesBoard Member
David SchmittBoard Member
Doug LambBoard Member
Erin CalkinsBoard Member
Linda ChangBoard Member
Michael DavisBoard Member
Monica GlennyBoard Member
Rebecca EppersonBoard Member
Joe ClintonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$84,856
Program Service Revenue
$5,380,670
Investment Income
$594,576
Other Revenue
$536,572
All Other Contributions
$397,758
Change in Net Assets
$1,053,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,067,758
Other Expenses$2,475,052
Total Fundraising Expense$109,204
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,870,312--$1,870,312
Current Officers, Directors, Trustees, and Key Employees$0$701,307$0$701,307
Depreciation Depletion$605,724--$605,724
Other Employee Benefits$306,684--$306,684
Occupancy$226,429$66,549-$292,978
Fees for Services Other$188,604$2,098-$190,702
Payroll Taxes$173,779--$173,779
Other Expenses$172,618$0$0$172,618
Office Expenses$29,834$34,215-$64,049
Advertising$62,148--$62,148
Insurance-$37,988-$37,988
Information Technology-$16,802-$16,802
Pension Plan Contributions$15,676--$15,676
Fees for Services Accounting-$15,550-$15,550
Fees for Services Legal-$7,729-$7,729
Interest$6,885--$6,885
Travel$1,388$54-$1,442
Total Functional Expenses$4,419,458$1,014,148$109,204$5,542,810
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,426
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Benefit$91,259$0$5,426$-5,426
Total Events$91,259$0$13,426$-13,426
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--
Receivables from Disqualified Persons$0--
Receivables from Officers, Directors, Trustees, and Key Employees$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 audited financial reports, and copies of the form 990 are 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, executive and key employees are given a copy of the conflict of interest policy each year. Each member completes the conflict of interest annual statement, which are reviewed and if a conflict is identified all parties are informed.”

Form 990, Part VI, Section B, Line 15

“Compensation for executives is governed b 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 executive compensation firm provides consulting on salary 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 are not available to the the general public. Governing documents are available upon request from the President/CEO. Audited financial reports are available upon 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
2017-09-26

Organization Details

Principal Officer
William Pratt
Formed
1962
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
11
Employees
354
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/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/TitleTxt0Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt11President CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chief Operating Officer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt091259
IRS990/FundraisingDirectExpensesAmt013426
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-56364
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0-56364
IRS990/GrossReceiptsAmt06610100
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt016802
IRS990/InformationTechnologyGrp/TotalAmt016802
IRS990/InsuranceGrp/ManagementAndGeneralAmt037988
IRS990/InsuranceGrp/TotalAmt037988
IRS990/InterestGrp/ProgramServicesAmt06885
IRS990/InterestGrp/TotalAmt06885
IRS990/InventoriesForSaleOrUseGrp/BOYAmt06358
IRS990/InventoriesForSaleOrUseGrp/EOYAmt06795
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0650940
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0650940
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018479508
IRS990/InvestmentsPubTradedSecGrp/EOYAmt020177641
IRS990/IRPDocumentCnt054
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07113582
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07980998
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08264933
IRS990/LandBldgEquipCostOrOtherBssAmt015378515
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
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/NetAssetsOrFundBalancesBOYAmt028594372
IRS990/NetAssetsOrFundBalancesEOYAmt030852191
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-56364
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-56364
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-13426
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-13426
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01151848
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt066549
IRS990/OccupancyGrp/ProgramServicesAmt0226429
IRS990/OccupancyGrp/TotalAmt0292978
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt034215
IRS990/OfficeExpensesGrp/ProgramServicesAmt029834
IRS990/OfficeExpensesGrp/TotalAmt064049
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt052107
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0306684
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0306684
IRS990/OtherExpensesGrp/Desc0Fund development and miscellaneous
IRS990/OtherExpensesGrp/Desc1Housekeeping and laundry supplies
IRS990/OtherExpensesGrp/Desc2Food service costs
IRS990/OtherExpensesGrp/Desc3Maintenance supplies
IRS990/OtherExpensesGrp/FundraisingAmt0109204
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0131856
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0131211
IRS990/OtherExpensesGrp/ProgramServicesAmt149171
IRS990/OtherExpensesGrp/ProgramServicesAmt2578995
IRS990/OtherExpensesGrp/ProgramServicesAmt3172618
IRS990/OtherExpensesGrp/TotalAmt0372271
IRS990/OtherExpensesGrp/TotalAmt149171
IRS990/OtherExpensesGrp/TotalAmt2578995
IRS990/OtherExpensesGrp/TotalAmt3172618
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 organization
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0285110
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1126888
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2138000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0285110
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1126888
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2138000
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt0549998
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01870312
IRS990/OtherSalariesAndWagesGrp/TotalAmt01870312
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04200000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt04150000
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0173779
IRS990/PayrollTaxesGrp/TotalAmt0173779
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015676
IRS990/PensionPlanContributionsGrp/TotalAmt015676
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02789943
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02833545
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0155201
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0139428
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt056733
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt053493
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/RelatedOrExemptFuncIncomeAmt05275866
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1104804
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05275866
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1104804
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0168065
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0598323
IRS990/PYOtherExpensesAmt02263907
IRS990/PYOtherRevenueAmt0572954
IRS990/PYProgramServiceRevenueAmt05223875
IRS990/PYRevenuesLessExpensesAmt01256160
IRS990/PYSalariesCompEmpBnftPaidAmt03043150
IRS990/PYTotalExpensesAmt05307057
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06563217

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,200,290
Liabilities
$4,348,099
Net assets
$30,852,191
Revenue
$6,596,674
Expenses
$5,542,810
Net income
$1,053,864
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