Civic Intelligence

Lifecare Inc.

990 • Fiscal year 2015 • EIN 38-2067110

Oct 01, 2014 to Sep 30, 2015 • Filed on Aug 15, 2016

Organization ProfileWWW.FRIENDSHIPVILLAGEMI.COM

View Organization Page

1400 N Drake RoadKalamazoo, MI 49006

(269) 381-0560

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.98x

Higher debt load relative to assets than 92% of similar nonprofits.

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

Liabilities / Revenue

89th percentile

2.63x

Higher debt load relative to revenue than 89% of similar nonprofits.

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

Net Margin

38th percentile

1.2%

Higher net margin than 38% of similar nonprofits.

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

Top Officer Pay

30th percentile

$173,838

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

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

Asset Growth

38th percentile

-0.5%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

39th percentile

1.0%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$44,493,961

Down $241,018 (-0.5%) from 2014

Net Assets

Down

$1,055,549

Down $98,534 (-8.5%) from 2014

Liabilities

Down

$43,438,412

Down $142,484 (-0.3%) from 2014

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin38th percentile

Revenue

Up

$16,523,071

Up $158,889 (+1.0%) from 2014

Expenses

Up

$16,331,120

Up $646,846 (+4.1%) from 2014

Net Income

Down

$191,951

Down $487,957 (-72%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$80M$60M$40M$20M$0-$20MAssets 2010: $27,715,504Liabilities 2010: $27,995,363Net Assets 2010: -$279,8592010Assets 2011: $28,009,039Liabilities 2011: $27,709,120Net Assets 2011: $299,9192011Assets 2012: $29,294,404Liabilities 2012: $27,759,569Net Assets 2012: $1,534,8352012Assets 2013: $30,360,479Liabilities 2013: $26,785,805Net Assets 2013: $3,574,6742013Assets 2014: $44,734,979Liabilities 2014: $43,580,896Net Assets 2014: $1,154,0832014Assets 2015: $44,493,961Liabilities 2015: $43,438,412Net Assets 2015: $1,055,5492015Assets 2016: $42,801,806Liabilities 2016: $42,096,809Net Assets 2016: $704,9972016Assets 2017: $46,421,554Liabilities 2017: $45,063,669Net Assets 2017: $1,357,8852017Assets 2018: $48,451,781Liabilities 2018: $47,269,484Net Assets 2018: $1,182,2972018Assets 2019: $55,152,071Liabilities 2019: $55,093,199Net Assets 2019: $58,8722019Assets 2020: $57,228,184Liabilities 2020: $57,372,521Net Assets 2020: -$144,3372020Assets 2021: $60,292,330Liabilities 2021: $58,819,535Net Assets 2021: $1,472,7952021Assets 2022: $60,766,644Liabilities 2022: $58,933,618Net Assets 2022: $1,833,0262022Assets 2023: $61,185,882Liabilities 2023: $59,350,701Net Assets 2023: $1,835,1812023Assets 2024: $63,127,220Liabilities 2024: $60,100,131Net Assets 2024: $3,027,0892024

Highlighted filing

2015

Assets$44,493,961
Liabilities$43,438,412
Net Assets$1,055,549
Open 2015 Filing

Operations Trend

Revenue Growth39th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $14,872,2842010Expenses 2011: $14,502,3992011Expenses 2012: $14,909,3852012Revenue 2013: $16,230,429Expenses 2013: $15,468,511Net Income 2013: $761,9182013Revenue 2014: $16,364,182Expenses 2014: $15,684,274Net Income 2014: $679,9082014Revenue 2015: $16,523,071Expenses 2015: $16,331,120Net Income 2015: $191,9512015Revenue 2016: $17,725,282Expenses 2016: $18,390,117Net Income 2016: -$664,8352016Revenue 2017: $19,085,623Expenses 2017: $19,556,373Net Income 2017: -$470,7502017Revenue 2018: $19,989,344Expenses 2018: $21,207,318Net Income 2018: -$1,217,9742018Revenue 2019: $22,113,234Expenses 2019: $23,108,380Net Income 2019: -$995,1462019Revenue 2020: $23,452,964Expenses 2020: $24,535,850Net Income 2020: -$1,082,8862020Revenue 2021: $24,179,280Expenses 2021: $24,966,816Net Income 2021: -$787,5362021Revenue 2022: $27,431,329Expenses 2022: $25,521,935Net Income 2022: $1,909,3942022Revenue 2023: $25,848,170Expenses 2023: $26,821,149Net Income 2023: -$972,9792023Revenue 2024: $27,216,374Expenses 2024: $27,722,951Net Income 2024: -$506,5772024

Highlighted filing

2015

Revenue$16,523,071
Expenses$16,331,120
Net Income$191,951
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 15, 2016
Return Version
2014v6.0
Gross Receipts
$22,741,953
Mission and Program Overview

Mission

To establish, operate and maintain retirement facilities for the elderly in michigan.

To provide housing, food, nursing care, and other related services to senior citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$22,079,272$28,950,979▲ $6,871,707
Investments in Publicly Traded Securities$15,138,709$9,259,238▼ $5,879,471
Cash and Non-Interest-Bearing Accounts$3,951,923$3,045,347▼ $906,576
Savings and Temporary Cash Investments$2,281,306$1,811,841▼ $469,465
Accounts Receivable$684,054$845,388▲ $161,334
Prepaid Expenses and Deferred Charges$207,726$215,858▲ $8,132
Inventories for Sale or Use$129,457$119,853▼ $9,604
Total Assets$44,734,979$44,493,961▼ $241,018
Other Assets Total$262,532$245,457▼ $17,075
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,214,702$13,045,344▲ $10,830,642
Other Liabilities$10,164,205$11,411,645▲ $1,247,440
Tax Exempt Bond Liabilities$20,610,000$9,089,626▼ $11,520,374
Deferred Revenue$7,612,050$7,623,787▲ $11,737
Accounts Payable and Accrued Expenses$2,979,939$2,268,010▼ $711,929
Total Liabilities$43,580,896$43,438,412▼ $142,484
Net Assets / Fund Balance
Temporarily Rstr Net Assets$7,195,978$7,015,765▼ $180,213
Unrestricted Net Assets$-6,041,895$-5,960,216▲ $81,679
Total Net Assets Fund Balance$1,154,083$1,055,549▼ $98,534
Total Liabilities and Net Assets / Fund Balance$44,734,979$44,493,961▼ $241,018

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$20,361,932$21,472,130$41,834,062
Other Land Buildings$7,355,001$1,736,961$9,091,962
Equipment$298,296$1,449,326$1,747,622
Leasehold Improvements$132,054$1,337,527$1,469,581
Land$803,696-$803,696
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey HagenExecutive DirectorFT$126,381$47,457$173,838
Kathryn HarmonAdministratorFT$92,665$22,381$115,046

Board Members and Trustees

NameTitle
Michael HolmesPresident
Elizabeth Burns1rst Vice President
Alice Kemerling2nd Vice President
Bob BrownDirector
Catherine MetzlerDirector
Derl OberlinDirector
Jack UllreyDirector
Natasha WatsonDirector
Robert McgrawDirector
Sonia EdenDirector
Vicki MartinDirector
John KittredgeResident Representitive (n
Karl SandelinResident Representitive (n
Donna WeinreichSecretary
Sara DanaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Life Care ServicesManagement Services400 LOCUST STREET STE 829, Des Moines, IA 50309$795,573
Rehabcare GroupTherapy ServicesPO BOX 99341, Chicago, IL 60693$708,794
Morrison Senior DiningFood ServicesPO BOX 102289, Atlanta, GA 30368$486,699
Keb Construction LLCConstruction ServicesPO BOX 188, South Haven, MI 49009$275,660
Esper Electric LtdConstruction Services7775 NORTH 6TH STREET, Kalamazoo, MI 49009$237,914
Revenue and Support

Revenue Composition

Contributions and Grants
$528,949
Program Service Revenue
$15,428,432
Investment Income
$111,383
Other Revenue
$454,307
All Other Contributions
$528,949
Change in Net Assets
$191,951

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,458,628
Revenue Not Reported on Financial Statements
$64,443
Revenue Not Reported on Form 990
$-228,003
Total Revenue per Audited Statements
$16,230,625
Total Revenue per Form 990
$16,523,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,328,588
Other Expenses$8,002,532
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,288,303$901,064-$6,189,367
Occupancy$1,324,438$221,263-$1,545,701
Depreciation Depletion$1,475,353$17,042-$1,492,395
Other Employee Benefits$997,632$306,659-$1,304,291
Fees for Services Other$887,103--$887,103
Fees for Services Management$771,227--$771,227
Payroll Taxes$397,417$97,615-$495,032
Interest-$479,332-$479,332
Advertising-$354,331-$354,331
Current Officers, Directors, Trustees, and Key Employees-$286,735-$286,735
All Other Expenses-$199,419-$199,419
Fees for Service Investment Mgmnt Fees-$64,443-$64,443
Pension Plan Contributions$41,275$11,888-$53,163
Fees for Services Accounting-$52,400-$52,400
Fees for Services Legal-$11,491-$11,491
Other Expenses$6,695$11,366-$6,695
Total Functional Expenses$13,027,573$3,303,547$0$16,331,120

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,331,120
Expenses per Audited Statements$16,266,677
Total Expenses per Audited Statements$16,266,677
Expenses Not Reported on Financial Statements$64,443
Expenses Not Reported on Form 990$0
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Fees$10,188,782
Provision for Interest Rate Swap Agreement$1,101,359
Deposits$121,504

Bond Issues

BondIssuerIssuedIssue PricePurpose
BMichigan Strategic Fund2014-04-17$11,650,000Construct and renovate facilities
AEconomic Development Corporation of the City of Kalamazoo2010-12-17$10,640,000REFUND PRIOR ISSUE

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$11,660,451--$60,000
A$10,640,000$10,437,851$2,180,000$202,149

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“A management company is contracted to provide the organization with individuals to perform management duties.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the accounting director. Amounts are compared to the internally prepared financial statements and the audited financial statements.”

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

“Officers and directors are required to sign a new conflict of interest statement annually. All files are kept up-to-date by the administrative assistant. Any conflicts are reviewed by the executive director and executive committee of the board of directors. If a conflict does arise, it depends on the situation, but in an extreme situation a member may need to resign from the board depending on the complexity. Otherwise they would obstain from voting and leave the meeting during discussions.”

Form 990, Part VI, Section B, Line 15

“Friendship village defers to the management company's process for determining executive compensation.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lifecare Inc
EIN
38-2067110
Phone
2693810560
Address
1400 N DRAKE ROAD, KALAMAZOO, MI 49006
Doing Business As
Friendship Village

Signing Officer

Name
Kathryn Harmon
Title
Administrator
Phone
2693810560
Signed
2016-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn J Harmon
Formed
1971
Legal Domicile
Mi
Voting Board Members
13
Independent Board Members
13
Employees
404
Volunteers
416

Preparer

Firm
Plante & Moran Pllc
Address
750 TRADE CENTRE WAY STE 300, PORTAGE, MI 49002
Preparer
Vicki L Vandenberg CPA
Phone
2695674500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in interest swap agreement -62,482.”

FORM 990, PART XII, LINE 2C:

“There have been no changes in the process since prior year.”

Financial Statement Notes

PART X, LINE 2:

“The corporation has been granted an exemption from federal income tax under section 501(c)(3) of the internal revenue code and has been designated as a publicly supported corporation (rather than a private foundation). Similarly, it is exempt from the michigan single business tax. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the irs or other applicable taxing authorities. Management has analyzed the tax positions taken by the corporation and has concluded that as of september 30, 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The corporation is not currently under examination by the internal revenue service or any state or local tax authorities. The corporation's federal tax returns for the years ended prior to september 30, 2011 are no longer subject to examination.”

Raw XML AppendixShowing 400 of 723 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/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1521216
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1622381
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL HOLMES
IRS990/Form990PartVIISectionAGrp/PersonNm1ELIZABETH BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm2ALICE KEMERLING
IRS990/Form990PartVIISectionAGrp/PersonNm3SARA DANA
IRS990/Form990PartVIISectionAGrp/PersonNm4DONNA WEINREICH
IRS990/Form990PartVIISectionAGrp/PersonNm5BOB BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm6SONIA EDEN
IRS990/Form990PartVIISectionAGrp/PersonNm7VICKI MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT MCGRAW
IRS990/Form990PartVIISectionAGrp/PersonNm9CATHERINE METZLER
IRS990/Form990PartVIISectionAGrp/PersonNm10DERL OBERLIN
IRS990/Form990PartVIISectionAGrp/PersonNm11JACK ULLREY
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN KITTREDGE
IRS990/Form990PartVIISectionAGrp/PersonNm13KARL SANDELIN
IRS990/Form990PartVIISectionAGrp/PersonNm14NATASHA WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm15JEFFREY HAGEN
IRS990/Form990PartVIISectionAGrp/PersonNm16KATHRYN HARMON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15152622
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1692665
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/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11RST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12RESIDENT REPRESENTITIVE (N
IRS990/Form990PartVIISectionAGrp/TitleTxt13RESIDENT REPRESENTITIVE (N
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-30400
IRS990/GainOrLossGrp/SecuritiesAmt0721
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06189203
IRS990/GrossReceiptsAmt022741953
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt0479332
IRS990/InterestGrp/TotalAmt0479332
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0129457
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0119853
IRS990/InvestmentIncomeGrp/ExclusionAmt0141062
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0141062
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015138709
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09259238
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt067
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025995944
IRS990/LandBldgEquipBasisNetGrp/BOYAmt022079272
IRS990/LandBldgEquipBasisNetGrp/EOYAmt028950979
IRS990/LandBldgEquipCostOrOtherBssAmt054946923
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt030400
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06188482
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ESTABLISH, OPERATE AND MAINTAIN RETIREMENT FACILITIES FOR THE ELDERLY IN MICHIGAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02214702
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt013045344
IRS990/NetAssetsOrFundBalancesBOYAmt01154083
IRS990/NetAssetsOrFundBalancesEOYAmt01055549
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-29679
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-29679
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-228003
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0221263
IRS990/OccupancyGrp/ProgramServicesAmt01324438
IRS990/OccupancyGrp/TotalAmt01545701
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0262532
IRS990/OtherAssetsTotalGrp/EOYAmt0245457
IRS990/OtherChangesInNetAssetsAmt0-62482
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0306659
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0997632
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01304291
IRS990/OtherExpensesGrp/Desc0MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT REPAIR
IRS990/OtherExpensesGrp/Desc2DUES AND LICENSES
IRS990/OtherExpensesGrp/Desc3BAD DEBTS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0284246
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14253
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt211366
IRS990/OtherExpensesGrp/ProgramServicesAmt01317020
IRS990/OtherExpensesGrp/ProgramServicesAmt1518380
IRS990/OtherExpensesGrp/ProgramServicesAmt22730
IRS990/OtherExpensesGrp/ProgramServicesAmt36695
IRS990/OtherExpensesGrp/TotalAmt01601266
IRS990/OtherExpensesGrp/TotalAmt1522633
IRS990/OtherExpensesGrp/TotalAmt214096
IRS990/OtherExpensesGrp/TotalAmt36695
IRS990/OtherLiabilitiesGrp/BOYAmt010164205
IRS990/OtherLiabilitiesGrp/EOYAmt011411645
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0BARBER, GARAGE, MISC
IRS990/OtherRevenueMiscGrp/ExclusionAmt0454307
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0454307
IRS990/OtherRevenueTotalAmt0454307
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0901064
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05288303
IRS990/OtherSalariesAndWagesGrp/TotalAmt06189367
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt097615
IRS990/PayrollTaxesGrp/ProgramServicesAmt0397417
IRS990/PayrollTaxesGrp/TotalAmt0495032
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011888
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt041275
IRS990/PensionPlanContributionsGrp/TotalAmt053163
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0207726
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0215858
IRS990/PrincipalOfficerNm0KATHRYN J HARMON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4722210
IRS990/ProgramServiceRevenueGrp/Desc0APARTMENT & SVC FEES
IRS990/ProgramServiceRevenueGrp/Desc1MEDICAL CENTER REV.
IRS990/ProgramServiceRevenueGrp/Desc2ASSISTED LIVING
IRS990/ProgramServiceRevenueGrp/Desc3DEF. REC-ADV/RF FEES
IRS990/ProgramServiceRevenueGrp/Desc4MEALS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05791603
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13945730
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23634299
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31736163
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4320637
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05791603
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13945730
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23634299
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31736163
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4320637
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0795736
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt074995
IRS990/PYOtherExpensesAmt07648696
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt015493451
IRS990/PYRevenuesLessExpensesAmt0679908
IRS990/PYSalariesCompEmpBnftPaidAmt08035578
IRS990/PYTotalExpensesAmt015684274
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt016364182
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0191951
IRS990/RegularMonitoringEnfrcInd01

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$44,493,961
Liabilities
$43,438,412
Net assets
$1,055,549
Revenue
$16,523,071
Expenses
$16,331,120
Net income
$191,951
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.1$60.1$3.03$27.2$27.7$0.51
2023Detailed filing. Detailed filing data is available for this year.$61.2$59.4$1.84$25.8$26.8$0.97
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.8$58.9$1.83$27.4$25.5$1.91
2021Detailed filing. Detailed filing data is available for this year.$60.3$58.8$1.47$24.2$25.0$0.79
2020Detailed filing. Detailed filing data is available for this year.$57.2$57.4$0.14$23.5$24.5$1.08
2019Detailed filing. Detailed filing data is available for this year.$55.2$55.1$0.06$22.1$23.1$1.00
2018Detailed filing. Detailed filing data is available for this year.$48.5$47.3$1.18$20.0$21.2$1.22
2017Detailed filing. Detailed filing data is available for this year.$46.4$45.1$1.36$19.1$19.6$0.47
2016Detailed filing. Detailed filing data is available for this year.$42.8$42.1$0.70$17.7$18.4$0.66
2015Detailed filing. Detailed filing data is available for this year.$44.5$43.4$1.06$16.5$16.3$0.19
2014Detailed filing. Detailed filing data is available for this year.$44.7$43.6$1.15$16.4$15.7$0.68
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.4$26.8$3.57$16.2$15.5$0.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.3$27.8$1.53$14.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.0$27.7$0.30$14.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.7$28.0$0.28$14.9