Civic Intelligence

Wesley Willows a Methodist Retirement Home

990 • Fiscal year 2019 • EIN 36-2540488

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 30, 2019

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

0.11x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.67x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

80th percentile

$443,054

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

62nd percentile

7.7%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-8.0%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$41,000,640

Up $2,923,122 (+7.7%) from 2018

Net Assets

Up

$36,360,309

Up $3,064,603 (+9.2%) from 2018

Liabilities

Down

$4,640,331

Down $141,481 (-3.0%) from 2018

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin69th percentile

Revenue

Down

$6,976,774

Down $603,844 (-8.0%) from 2018

Expenses

Up

$6,223,855

Up $307,783 (+5.2%) from 2018

Net Income

Down

$752,919

Down $911,627 (-55%) from 2018

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

2019

Assets$41,000,640
Liabilities$4,640,331
Net Assets$36,360,309
Open 2019 Filing

Operations Trend

Revenue Growth22nd 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

2019

Revenue$6,976,774
Expenses$6,223,855
Net Income$752,919
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 30, 2019
Return Version
2018v3.0
Gross Receipts
$6,997,495
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$21,804,286$23,103,725▲ $1,299,439
Land, Buildings, and Equipment, Net$7,865,679$7,744,274▼ $121,405
Savings and Temporary Cash Investments$3,904,404$4,987,263▲ $1,082,859
Other Notes and Loans Receivable, Net$4,200,000$4,550,000▲ $350,000
Pledges and Grants Receivable$134,733$375,667▲ $240,934
Prepaid Expenses and Deferred Charges$61,753$219,093▲ $157,340
Accounts Receivable$98,425$19,318▼ $79,107
Inventories for Sale or Use$6,938--
Cash and Non-Interest-Bearing Accounts$1,300$1,300→ $0
Total Assets$38,077,518$41,000,640▲ $2,923,122
Liabilities
Deferred Revenue$3,166,388$2,874,887▼ $291,501
Accounts Payable and Accrued Expenses$1,615,424$1,765,444▲ $150,020
Total Liabilities$4,781,812$4,640,331▼ $141,481
Net Assets / Fund Balance
Unrestricted Net Assets$30,273,047$32,088,066▲ $1,815,019
Permanently Rstr Net Assets$2,984,722$3,914,631▲ $929,909
Temporarily Rstr Net Assets$37,937$357,612▲ $319,675
Total Net Assets Fund Balance$33,295,706$36,360,309▲ $3,064,603
Total Liabilities and Net Assets / Fund Balance$38,077,518$41,000,640▲ $2,923,122

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,002,201$5,991,609$9,993,810
Land$3,153,983-$3,153,983
Equipment$588,090$465,243$1,053,333
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$9,097,595$930,249▲ $598,960$237,000$10,389,804
2017$8,491,606$151,453▲ $544,013$89,477$9,097,595
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
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William PrattPresident CEOFT$340,905$109,042$449,947
Debra AdkinsChief Operating OfficerFT$196,577$63,108$259,685
Mark TicknorTreasurerFT$186,409$70,609$257,018

Board Members and Trustees

NameTitle
John ShockeyChairman
Mark McClenathanPast Chair
Joe ClintonVice-Chair
David SchmittBoard Member
Dennis RoopBoard Member
Don WilliamsBoard Member
Jack CroffootBoard Member
Joe ScandroliBoard Member
Linda ChangBoard Member
Rebecca EppersonBoard Member
Denise PoppSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$51,170
Program Service Revenue
$5,611,422
Investment Income
$667,747
Other Revenue
$646,435
All Other Contributions
$597,276
Change in Net Assets
$752,919
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,302,192
Other Expenses$2,921,663
Total Fundraising Expense$128,967
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,800,303--$1,800,303
Current Officers, Directors, Trustees, and Key Employees-$950,669-$950,669
Depreciation Depletion$578,744--$578,744
Other Employee Benefits$395,228--$395,228
Other Expenses$389,708$0$0$389,708
Occupancy$199,667$106,972-$306,639
Fees for Services Other$188,692--$188,692
Payroll Taxes$152,212--$152,212
Advertising$58,757--$58,757
Insurance$34,220--$34,220
Office Expenses-$30,271-$30,271
Interest$20,758--$20,758
Information Technology-$19,404-$19,404
Fees for Services Accounting-$12,694-$12,694
Fees for Services Legal-$11,560-$11,560
Pension Plan Contributions$3,780--$3,780
Travel-$2,328-$2,328
Total Functional Expenses$4,960,990$1,133,898$128,967$6,223,855
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$20,721
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Benefit$99,169$99,169$8,221$90,948
Total Events$99,169$99,169$20,721$78,448
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 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 by the board of trustees. The board has established a standing executive compensation committee comprised of members of the executive committee who review and set the executive compensation annually. Information from independent external executive compensations firms and industry executive compensation studies ae used.”

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 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
2019-09-30

Organization Details

Principal Officer
William Pratt
Formed
1962
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
11
Employees
387
Volunteers
375
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Permanently restricted contributions recieved”

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/Desc0Wesley Willows provides housing and related services for approximately 150 senior citizens with a policy to maintain residents that become unable to pay. Related services include laundry, housekeeping, meals, nursing, programming activities, transportation and chaplaincy. Wesley Willows' purpose is to promote christian principles for the intellectual, moral, spiritual and physical development and improvement of persons of retirement age, including the promotion of harmony, health and happiness of such persons in accordance with Wesley Willows' mission statement: "We promote active, secure lifestyles for seniors through ongoing personalized care"; and cause statement: "Inspiring seniors to celebrate life".
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
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/FundraisingAmt099169
IRS990/FundraisingDirectExpensesAmt020721
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-284746
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0-284746
IRS990/GrossReceiptsAmt06997495
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/ManagementAndGeneralAmt019404
IRS990/InformationTechnologyGrp/TotalAmt019404
IRS990/InsuranceGrp/ProgramServicesAmt034220
IRS990/InsuranceGrp/TotalAmt034220
IRS990/InterestGrp/ProgramServicesAmt020758
IRS990/InterestGrp/TotalAmt020758
IRS990/InventoriesForSaleOrUseGrp/BOYAmt06938
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0952493
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0952493
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021804286
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023103725
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06456852
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07865679
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07744274
IRS990/LandBldgEquipCostOrOtherBssAmt014201126
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
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/NetAssetsOrFundBalancesBOYAmt033295706
IRS990/NetAssetsOrFundBalancesEOYAmt036360309
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-284746
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-284746
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-20721
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-20721
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0688471
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0106972
IRS990/OccupancyGrp/ProgramServicesAmt0199667
IRS990/OccupancyGrp/TotalAmt0306639
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt030271
IRS990/OfficeExpensesGrp/TotalAmt030271
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt01623213
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0395228
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0395228
IRS990/OtherExpensesGrp/Desc0Fund development and miscellaneous
IRS990/OtherExpensesGrp/Desc1Administrative allocation
IRS990/OtherExpensesGrp/Desc2Food service costs
IRS990/OtherExpensesGrp/Desc3Maint. Housekeeping and Laundry supplies
IRS990/OtherExpensesGrp/FundraisingAmt0128967
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0182721
IRS990/OtherExpensesGrp/ProgramServicesAmt1350004
IRS990/OtherExpensesGrp/ProgramServicesAmt2606196
IRS990/OtherExpensesGrp/ProgramServicesAmt3389708
IRS990/OtherExpensesGrp/TotalAmt0311688
IRS990/OtherExpensesGrp/TotalAmt1350004
IRS990/OtherExpensesGrp/TotalAmt2606196
IRS990/OtherExpensesGrp/TotalAmt3389708
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0Amortization of entrance fees
IRS990/OtherRevenueMiscGrp/Desc1Interest income from note with related party
IRS990/OtherRevenueMiscGrp/Desc2Management fees for services provided related organization
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0228964
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1276192
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2162000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0228964
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1276192
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2162000
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt0667156
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01800303
IRS990/OtherSalariesAndWagesGrp/TotalAmt01800303
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04200000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt04550000
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0152212
IRS990/PayrollTaxesGrp/TotalAmt0152212
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03780
IRS990/PensionPlanContributionsGrp/TotalAmt03780
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02984722
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03914631
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0134733
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0375667
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt061753
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0219093
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/RelatedOrExemptFuncIncomeAmt05528683
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt182739
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05528683
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt182739
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0314728
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0682789
IRS990/PYOtherExpensesAmt02645256
IRS990/PYOtherRevenueAmt0566202
IRS990/PYProgramServiceRevenueAmt06016899
IRS990/PYRevenuesLessExpensesAmt01664546
IRS990/PYSalariesCompEmpBnftPaidAmt03270816
IRS990/PYTotalExpensesAmt05916072
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07580618
IRS990/ReconcilationRevenueExpnssAmt0752919
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0-645275
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06278578
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,000,640
Liabilities
$4,640,331
Net assets
$36,360,309
Revenue
$6,976,774
Expenses
$6,223,855
Net income
$752,919
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