Civic Intelligence

Wyndham

990 • Fiscal year 2020 • EIN 38-2872875

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 30, 2021

Organization ProfileWWW.HERITAGECOMMUNITY.COM
2400 Portage StreetKalamazoo, MI 49001

(269) 382-1255

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.03x

Higher debt load relative to assets than 93% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

3.57x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

69th percentile

$239,884

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

45th percentile

5.3%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

12%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$18,108,490

Up $909,170 (+5.3%) from 2019

Net Assets

Up

-$455,089

Up $829,862 (+65%) from 2019

Liabilities

Up

$18,563,579

Up $79,308 (+0.4%) from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin81st percentile

Revenue

Up

$5,205,182

Up $564,384 (+12%) from 2019

Expenses

Up

$3,855,247

Up $202,965 (+5.6%) from 2019

Net Income

Up

$1,349,935

Up $361,419 (+37%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$30M$20M$10M$0-$10MAssets 2010: $8,711,824Liabilities 2010: $13,635,464Net Assets 2010: -$4,923,6402010Assets 2011: $8,722,536Liabilities 2011: $13,854,789Net Assets 2011: -$5,132,2532011Assets 2013: $11,147,712Liabilities 2013: $17,318,500Net Assets 2013: -$6,170,7882013Assets 2014: $13,848,058Liabilities 2014: $19,602,875Net Assets 2014: -$5,754,8172014Assets 2015: $17,669,992Liabilities 2015: $23,332,598Net Assets 2015: -$5,662,6062015Assets 2016: $18,424,902Liabilities 2016: $23,651,550Net Assets 2016: -$5,226,6482016Assets 2017: $14,469,449Liabilities 2017: $18,180,374Net Assets 2017: -$3,710,9252017Assets 2018: $15,588,296Liabilities 2018: $17,971,522Net Assets 2018: -$2,383,2262018Assets 2019: $17,199,320Liabilities 2019: $18,484,271Net Assets 2019: -$1,284,9512019Assets 2020: $18,108,490Liabilities 2020: $18,563,579Net Assets 2020: -$455,0892020Assets 2021: $19,745,264Liabilities 2021: $17,165,444Net Assets 2021: $2,579,8202021Assets 2022: $17,989,633Liabilities 2022: $16,887,979Net Assets 2022: $1,101,6542022Assets 2023: $19,946,592Liabilities 2023: $16,646,983Net Assets 2023: $3,299,6092023

Highlighted filing

2020

Assets$18,108,490
Liabilities$18,563,579
Net Assets-$455,089
Open 2020 Filing

Operations Trend

Revenue Growth69th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,811,8742010Expenses 2011: $2,982,1792011Revenue 2013: $2,520,636Expenses 2013: $2,969,038Net Income 2013: -$448,4022013Revenue 2014: $2,840,405Expenses 2014: $3,049,189Net Income 2014: -$208,7842014Revenue 2015: $3,257,264Expenses 2015: $3,030,215Net Income 2015: $227,0492015Revenue 2016: $4,010,911Expenses 2016: $3,107,164Net Income 2016: $903,7472016Revenue 2017: $3,988,022Expenses 2017: $3,228,696Net Income 2017: $759,3262017Revenue 2018: $5,960,722Expenses 2018: $3,499,918Net Income 2018: $2,460,8042018Revenue 2019: $4,640,798Expenses 2019: $3,652,282Net Income 2019: $988,5162019Revenue 2020: $5,205,182Expenses 2020: $3,855,247Net Income 2020: $1,349,9352020Revenue 2021: $4,614,991Expenses 2021: $3,748,822Net Income 2021: $866,1692021Revenue 2022: $4,973,585Expenses 2022: $3,663,177Net Income 2022: $1,310,4082022Revenue 2023: $4,873,034Expenses 2023: $3,434,435Net Income 2023: $1,438,5992023

Highlighted filing

2020

Revenue$5,205,182
Expenses$3,855,247
Net Income$1,349,935
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 30, 2021
Return Version
2019v5.0
Gross Receipts
$5,244,289
Mission and Program Overview

Mission

We will be the premier senior living provider that celebrates the whole person while embracing families and partnering with the community

Provide housing and healthcare to residents in an independent living apartment facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,166,227$4,074,979▼ $91,248
Cash and Non-Interest-Bearing Accounts$116,946$118,584▲ $1,638
Prepaid Expenses and Deferred Charges$17,241$13,043▼ $4,198
Accounts Receivable$6,143$-3,974▼ $10,117
Total Assets$17,199,320$18,108,490▲ $909,170
Other Assets Total$12,892,763$13,905,858▲ $1,013,095
Liabilities
Deferred Revenue$9,994,615$8,872,107▼ $1,122,508
Tax Exempt Bond Liabilities$7,583,076$8,766,205▲ $1,183,129
Other Liabilities$656,945$726,323▲ $69,378
Accounts Payable and Accrued Expenses$249,635$198,944▼ $50,691
Total Liabilities$18,484,271$18,563,579▲ $79,308
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$-1,284,951$-455,089▲ $829,862
Total Net Assets Fund Balance$-1,284,951$-455,089▲ $829,862
Total Liabilities and Net Assets / Fund Balance$17,199,320$18,108,490▲ $909,170

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,937,800$7,369,925$10,307,725
Equipment$336,646$1,085,322$1,421,968
Land$547,520-$547,520
Other Land Buildings$253,013$263,422$516,435
Leasehold Improvements$0$0$0
Other Assets Org$286,773--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,663,252$73,060▲ $32,615$57,031$1,711,896
2019$1,518,118$109,310▲ $89,015$53,191$1,663,252
2018$1,142,364$271,375▲ $104,379$0$1,518,118
2017$1,295,409$0▼ $153,044$0$1,142,365
2016$1,091,607$0▲ $203,802$0$1,295,409
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleOtherTotal
Myra JohnsonVice President, Human Resources$130,215$130,215
Meredith HolyszAdministrator Upjohn Care & Rehabilitation Center$122,335$122,335
Roxanne FletcherDirector of It$121,361$121,361
Sneha BadinehalRehabilitation Manager$104,007$104,007

Board Members and Trustees

NameTitle
Rex L BellBoard Chair
JOSEPH A D'AMBROSIOBoard Vice Chair
M Patricia FuehrBoard Secretary
William MillardBoard Treasurer
Bob MillerDirector
Denise NeelyDirector
J Patrick DysonDirector
James EscamillaDirector
Laura EllerDirector
Marina HoughtonDirector
R Cory SpauldingDirector
Richard NagleDirector
Sidney EllisDirector
Jay PrinceCEO
Rachel OlmstedCFO
Paul BarberCOO
Donald KneepkensWyndham Resident Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,483,976
Investment Income
$728,857
Other Revenue
$-7,651
Change in Net Assets
$1,349,935

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,205,182
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,766,355
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$3,438,827
Total Revenue per Form 990
$5,205,182
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,989,751
Salaries, Compensation, and Employee Benefits$865,496
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$250,025$521,190$0$771,215
Other Salaries and Wages$730,129$0$0$730,129
Occupancy$586,334$131,445$0$717,779
Fees for Services Management$0$690,274$0$690,274
Depreciation Depletion$366,559$34,449$0$401,008
All Other Expenses$68,818$17,088$0$85,906
Other Employee Benefits$76,055$3,971$0$80,026
Payroll Taxes$51,059$0$0$51,059
Fees for Services Accounting$0$25,954$0$25,954
Office Expenses$25,500$0$0$25,500
Interest$10,906$0$0$10,906
Information Technology$10,278$0$0$10,278
Pension Plan Contributions$4,282$0$0$4,282
Insurance$0$2,414$0$2,414
Conferences and Meetings$2,404$0$0$2,404
Travel$152$0$0$152
Other Expenses$-313$0$0$-313
Total Functional Expenses$2,428,462$1,426,785$0$3,855,247

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,855,247
Expenses per Audited Statements$2,608,970
Total Expenses per Audited Statements$2,608,970
Expenses Not Reported on Financial Statements$1,246,277
Other Expense Adjustments$1,246,277
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$542,151
Ppp Loan Payable$159,700
Security Deposit$24,472
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
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 A, Line 6

“Their sole member is heritage community of kalamazoo”

Form 990, Part VI, Section A, Line 7A

“Members of the board of directors elect/appoint new members for a three year term at the annual meeting”

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

“A copy of the 990 was reviewed by the cfo prior to filing the return”

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

“The board members are required to sign a conflict of interest form each year acknowledging receipt of the conflict of interest policy and disclosure of any potential conflicts. Board members having a conflict of interest shall not participate in making a business decision to commit the organization's resources. Any board member having a conflict must also abstain from voting on relevant subjects which is reflected in the board minutes. The conflict of interest policy is reviewed by the board of directors annually.”

Form 990, Part VI, Section B, Line 15

“A formal review process and comparability data provided by human resources”

Form 990, Part VI, Section C, Line 19

“The information is provided to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Wyndham
EIN
38-2872875
Phone
2693821255
Address
2400 PORTAGE STREET, KALAMAZOO, MI 49001

Signing Officer

Name
Rachel Olmsted
Title
Chief Financial Officer
Phone
2693821255
Signed
2021-04-30

Organization Details

Principal Officer
Rachel Olmsted
Formed
1989
Legal Domicile
Mi
Voting Board Members
14
Independent Board Members
14
Employees
49
Volunteers
17
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Various administrative contracted services”

Financial Statement Notes

Schedule D, Part V, Line 4

“Endowment funds are to be used to support the foundation as indicated by the donor”

Schedule D, Part XI, Line 2D

“MANAGEMENT FEE EXPENSE”

Schedule D, Part XII, Line 4B

“MANAGEMENT FEE EXPENSE”

Raw XML AppendixShowing 400 of 946 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/PersonNm13JAMES ESCAMILLA
IRS990/Form990PartVIISectionAGrp/PersonNm14WILLIAM MILLARD
IRS990/Form990PartVIISectionAGrp/PersonNm15BOB MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm16DENISE NEELY
IRS990/Form990PartVIISectionAGrp/PersonNm17DONALD KNEEPKENS
IRS990/Form990PartVIISectionAGrp/PersonNm18LAURA ELLER
IRS990/Form990PartVIISectionAGrp/PersonNm19R CORY SPAULDING
IRS990/Form990PartVIISectionAGrp/PersonNm20MARINA HOUGHTON
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/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0225783
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1171156
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2148927
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3116875
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4103945
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5105924
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6104007
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2COO
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT, HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt4ADMINISTRATOR UPJOHN CARE & REHABILITATION CENTER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF IT
IRS990/Form990PartVIISectionAGrp/TitleTxt6REHABILITATION MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17WYNDHAM RESIDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-39107
IRS990/GainOrLossGrp/SecuritiesAmt0404227
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0404227
IRS990/GrossReceiptsAmt05244289
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt016094
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt010278
IRS990/InformationTechnologyGrp/TotalAmt010278
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02414
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt02414
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt010906
IRS990/InterestGrp/TotalAmt010906
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0363737
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0363737
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08718669
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04166227
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04074979
IRS990/LandBldgEquipCostOrOtherBssAmt012793648
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt039107
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0-23745
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0-23745
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0WE WILL BE THE PREMIER SENIOR LIVING PROVIDER THAT CELEBRATES THE WHOLE PERSON WHILE EMBRACING FAMILIES AND PARTNERING WITH THE COMMUNITY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-1284951
IRS990/NetAssetsOrFundBalancesEOYAmt0-455089
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0365120
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0365120
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt016094
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt016094
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-520073
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-455089
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/ManagementAndGeneralAmt0131445
IRS990/OccupancyGrp/ProgramServicesAmt0586334
IRS990/OccupancyGrp/TotalAmt0717779
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt025500
IRS990/OfficeExpensesGrp/TotalAmt025500
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012892763
IRS990/OtherAssetsTotalGrp/EOYAmt013905858
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03971
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt076055
IRS990/OtherEmployeeBenefitsGrp/TotalAmt080026
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt0246274
IRS990/OtherExpensesGrp/ProgramServicesAmt1-313
IRS990/OtherExpensesGrp/TotalAmt0246274
IRS990/OtherExpensesGrp/TotalAmt1-313
IRS990/OtherLiabilitiesGrp/BOYAmt0656945
IRS990/OtherLiabilitiesGrp/EOYAmt0726323
IRS990/OtherRevenueTotalAmt0-23745
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0730129
IRS990/OtherSalariesAndWagesGrp/TotalAmt0730129
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt051059
IRS990/PayrollTaxesGrp/TotalAmt051059
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04282
IRS990/PensionPlanContributionsGrp/TotalAmt04282

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,108,490
Liabilities
$18,563,579
Net assets
-$455,089
Revenue
$5,205,182
Expenses
$3,855,247
Net income
$1,349,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$16.6$3.30$4.87$3.43$1.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$16.9$1.10$4.97$3.66$1.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$17.2$2.58$4.61$3.75$0.87
2020Detailed filing. Detailed filing data is available for this year.$18.1$18.6$0.46$5.21$3.86$1.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$18.5$1.28$4.64$3.65$0.99
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$18.0$2.38$5.96$3.50$2.46
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$18.2$3.71$3.99$3.23$0.76
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$23.7$5.23$4.01$3.11$0.90
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$23.3$5.66$3.26$3.03$0.23
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$19.6$5.75$2.84$3.05$0.21
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$17.3$6.17$2.52$2.97$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.72$13.9$5.13$2.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.71$13.6$4.92$2.81