Civic Intelligence

Northpointe Woods

990 • Fiscal year 2021 • EIN 38-3370058

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileWWW.NORTHPOINTEWOODS.ORG

View Organization Page

700 North AvenueBattle Creek, MI 49017

(269) 964-7625

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.24x

Higher debt load relative to assets than 63% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

70th percentile

0.40x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

17th percentile

-4.1%

Higher net margin than 17% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

30th percentile

$69,217

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

9th percentile

-7.1%

Faster asset growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-2.1%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$7,677,942

Down $585,495 (-7.1%) from 2020

Net Assets

Down

$5,868,983

Down $89,046 (-1.5%) from 2020

Liabilities

Down

$1,808,959

Down $496,449 (-22%) from 2020

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin17th percentile

Revenue

Down

$4,498,445

Down $98,366 (-2.1%) from 2020

Expenses

Down

$4,680,782

Down $140,985 (-2.9%) from 2020

Net Income

Up

-$182,337

Up $42,619 (+19%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$15M$10M$5.0M$0Assets 2011: $10,470,359Liabilities 2011: $3,843,572Net Assets 2011: $6,626,7872011Assets 2012: $9,978,005Liabilities 2012: $3,713,108Net Assets 2012: $6,264,8972012Assets 2013: $9,913,629Liabilities 2013: $3,617,266Net Assets 2013: $6,296,3632013Assets 2014: $9,430,038Liabilities 2014: $3,236,026Net Assets 2014: $6,194,0122014Assets 2015: $9,262,633Liabilities 2015: $3,052,284Net Assets 2015: $6,210,3492015Assets 2016: $8,971,371Liabilities 2016: $2,745,281Net Assets 2016: $6,226,0902016Assets 2017: $8,642,168Liabilities 2017: $2,481,124Net Assets 2017: $6,161,0442017Assets 2018: $8,463,792Liabilities 2018: $2,297,350Net Assets 2018: $6,166,4422018Assets 2019: $8,562,952Liabilities 2019: $2,429,240Net Assets 2019: $6,133,7122019Assets 2020: $8,263,437Liabilities 2020: $2,305,408Net Assets 2020: $5,958,0292020Assets 2021: $7,677,942Liabilities 2021: $1,808,959Net Assets 2021: $5,868,9832021Assets 2022: $8,239,321Liabilities 2022: $2,664,883Net Assets 2022: $5,574,4382022Assets 2023: $8,339,016Liabilities 2023: $2,520,781Net Assets 2023: $5,818,2352023Assets 2024: $7,903,915Liabilities 2024: $2,384,215Net Assets 2024: $5,519,7002024

Highlighted filing

2021

Assets$7,677,942
Liabilities$1,808,959
Net Assets$5,868,983
Open 2021 Filing

Operations Trend

Revenue Growth27th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $4,263,1442011Expenses 2012: $4,428,0172012Revenue 2013: $4,318,245Expenses 2013: $4,387,909Net Income 2013: -$69,6642013Revenue 2014: $4,206,038Expenses 2014: $4,496,564Net Income 2014: -$290,5262014Revenue 2015: $4,450,800Expenses 2015: $4,565,286Net Income 2015: -$114,4862015Revenue 2016: $4,377,733Expenses 2016: $4,469,287Net Income 2016: -$91,5542016Revenue 2017: $4,418,076Expenses 2017: $4,599,529Net Income 2017: -$181,4532017Revenue 2018: $4,818,570Expenses 2018: $4,914,479Net Income 2018: -$95,9092018Revenue 2019: $5,007,798Expenses 2019: $5,104,358Net Income 2019: -$96,5602019Revenue 2020: $4,596,811Expenses 2020: $4,821,767Net Income 2020: -$224,9562020Revenue 2021: $4,498,445Expenses 2021: $4,680,782Net Income 2021: -$182,3372021Revenue 2022: $4,627,374Expenses 2022: $4,855,460Net Income 2022: -$228,0862022Revenue 2023: $5,440,478Expenses 2023: $5,267,987Net Income 2023: $172,4912023Revenue 2024: $6,013,906Expenses 2024: $6,349,976Net Income 2024: -$336,0702024

Highlighted filing

2021

Revenue$4,498,445
Expenses$4,680,782
Net Income-$182,337
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$4,498,445
Mission and Program Overview

Mission

We will be the unquestioned, preeminent senior living community serving the battle creek area.

Senior living community for independent individuals and those requiring assisted living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,703,116$6,396,013▼ $307,103
Savings and Temporary Cash Investments$476,259$194,454▼ $281,805
Investments Other Securities$118,281$0▼ $118,281
Prepaid Expenses and Deferred Charges$126,204$114,862▼ $11,342
Accounts Receivable$41,387$36,629▼ $4,758
Cash and Non-Interest-Bearing Accounts$15,842--
Total Assets$8,263,437$7,677,942▼ $585,495
Other Assets Total$782,348$935,984▲ $153,636
Liabilities
Tax Exempt Bond Liabilities$1,581,215$1,375,072▼ $206,143
Accounts Payable and Accrued Expenses$328,551$293,273▼ $35,278
Deferred Revenue$95,338$115,311▲ $19,973
Other Liabilities$300,304$25,303▼ $275,001
Total Liabilities$2,305,408$1,808,959▼ $496,449
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,733,038$5,643,992▼ $89,046
Net Assets With Donor Restrictions$224,991$224,991→ $0
Total Net Assets Fund Balance$5,958,029$5,868,983▼ $89,046
Total Liabilities and Net Assets / Fund Balance$8,263,437$7,677,942▼ $585,495

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,393,732$6,671,887$12,065,619
Equipment$311,234$2,027,611$2,338,845
Other Land Buildings$82,299$2,201,297$2,283,596
Land$608,748-$608,748
Other Assets Org$935,984--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$62,349$1,300▲ $5,008-$68,113
2020$57,693-▲ $5,037-$62,349
2019$49,626$4,376▲ $5,053-$57,693
2018$51,077$1,261▼ $2,362-$49,626
2017$47,203-▲ $4,311-$51,077
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ron MonteExecutive Director - Part YearFT$66,604$2,613$69,217
Laurie CookExecutive DirectorFT$42,819$11,702$54,521

Board Members and Trustees

NameTitle
Sherii SherbanChair
Jim BaldwinVice Chair
David SchweitzerDirector
Jamie SchookDirector
Jim ReedDirector
Karen ToddDirector
Karla FalesDirector
Ken SwisherDirector
Annette ChapmanSecretary
Glin WinsorTreasurer
David LucasTreasurer - Part Year

Highest Paid Contractors

ContractorServicesLocationCompensation
Life Care Services LLCFacility Management400 LOCUST ST SUITE 820, Des Moines, IA 50309$392,990
Sysco Grand RapidsFood Supplies3700 SYSCO ST SE, Grand Rapids, MI 49512$167,072
Aj Gallagher Risk ManagementConsulting3940 PENINSULAR DR SE SUITE 100, Grand Rapids, MI 49546$130,606
Superior Foods CoDistribution Service4243 BROADMOOR AVE SE, Grand Rapids, MI 49512$105,772
Revenue and Support

Revenue Composition

Contributions and Grants
$303,320
Program Service Revenue
$4,051,024
Investment Income
$230
Other Revenue
$143,871
All Other Contributions
$396
Change in Net Assets
$-182,337

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,498,445
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$65,190
Total Revenue per Audited Statements
$4,563,635
Total Revenue per Form 990
$4,498,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,632,797
Salaries, Compensation, and Employee Benefits$2,047,985
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,407,188$238,473-$1,645,661
Occupancy$361,920$468,578-$830,498
Depreciation Depletion$187,509$269,435-$456,944
Fees for Services Management-$214,987-$214,987
Payroll Taxes$124,116$27,951-$152,067
Fees for Services Other$11,040$129,129-$140,169
All Other Expenses$37,895$86,176-$124,071
Current Officers, Directors, Trustees, and Key Employees$24,747$98,990-$123,737
Other Employee Benefits$115,023--$115,023
Insurance$40,759$70,752-$111,511
Interest$53,556$44,187-$97,743
Advertising-$97,241-$97,241
Fees for Services Accounting-$46,737-$46,737
Office Expenses-$42,218-$42,218
Pension Plan Contributions$11,497--$11,497
Other Expenses$1,244$10,659-$10,659
Travel$336$5,686-$6,022
Fees for Services Legal-$2,973-$2,973
Conferences and Meetings-$556-$556
Total Functional Expenses$2,757,226$1,923,556$0$4,680,782

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,680,782
Total Expenses per Audited Statements$4,680,782
Total Expenses per Form 990$4,680,782
Expenses Not Reported on Financial Statements$0
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
Fair Value Interest Rate Swap$25,303
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 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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The executive committee is comprised of the officers from the board (president, vice president, treasurer, secretary). All are on the governing body. This group meets monthly and can act on the board's behalf, if necessary. Generally, the group reviews items of discussion or importance and then makes recommendations to the full board for approval.”

Form 990, Part VI, Section A, Line 3

“We have a management contract with life care companies llc.”

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

“Form 990 is prepared by the audit firm and reviewed by the executive director; all members of the board receive an electronic version of the form 990 prior to filing.”

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

“Each director is required to complete a conflict of interest document annually. The chairman of the board of directors monitors, reviews, and enforces the conflict of interest policy. If it is deemed a conflict arises, the board member must abstain from voting.”

Form 990, Part VI, Section B, Line 15A

“The executive director's compensation is reviewed annually by the director of operations management. Regional and corporate data is used for comparison information and the final decision is made by life care companies. The most recent year this process was undertaken was 2021.”

Form 990, Part VI, Section C, Line 19

“Documents are available through written request based on need to know.”

Filing and Contact Details

Filer

Filer Name
Northpointe Woods
EIN
38-3370058
Phone
2699647625
Address
700 NORTH AVENUE, BATTLE CREEK, MI 49017

Signing Officer

Name
Laurie Cook
Title
Executive Director
Phone
2699647625
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laurie Cook
Formed
1999
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
126
Volunteers
60

Preparer

Firm
Plante & Moran Pllc
Address
750 TRADE CENTRE WAY STE 300, PORTAGE, MI 49002
Preparer
Tina Peters
Phone
2695674500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest held at battle creek community foundation 65,190. Unrealized gain on value of interest rate swap 28,101.”

FORM 990, PART XII, LINE 2C:

“There has been no change in process from prior year.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest held at battle creek community foundation 65,190.”

Raw XML AppendixShowing 400 of 622 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/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0LAURIE COOK
IRS990/Form990PartVIISectionAGrp/PersonNm1RON MONTE
IRS990/Form990PartVIISectionAGrp/PersonNm2SHERII SHERBAN
IRS990/Form990PartVIISectionAGrp/PersonNm3JIM BALDWIN
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID LUCAS
IRS990/Form990PartVIISectionAGrp/PersonNm5ANNETTE CHAPMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6KARLA FALES
IRS990/Form990PartVIISectionAGrp/PersonNm7JIM REED
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMIE SCHOOK
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID SCHWEITZER
IRS990/Form990PartVIISectionAGrp/PersonNm10KEN SWISHER
IRS990/Form990PartVIISectionAGrp/PersonNm11KAREN TODD
IRS990/Form990PartVIISectionAGrp/PersonNm12GLIN WINSOR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt042819
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt166604
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/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/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt0302924
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04498445
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt070752
IRS990/InsuranceGrp/ProgramServicesAmt040759
IRS990/InsuranceGrp/TotalAmt0111511
IRS990/InterestGrp/ManagementAndGeneralAmt044187
IRS990/InterestGrp/ProgramServicesAmt053556
IRS990/InterestGrp/TotalAmt097743
IRS990/InvestmentIncomeGrp/ExclusionAmt0230
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0230
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0118281
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010900795
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06703116
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06396013
IRS990/LandBldgEquipCostOrOtherBssAmt017296808
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt032443
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0629
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt033072
IRS990/MissionDesc0WE WILL BE THE UNQUESTIONED, PREEMINENT SENIOR LIVING COMMUNITY SERVING THE BATTLE CREEK AREA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05958029
IRS990/NetAssetsOrFundBalancesEOYAmt05868983
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05733038
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05643992
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0468578
IRS990/OccupancyGrp/ProgramServicesAmt0361920
IRS990/OccupancyGrp/TotalAmt0830498
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt042218
IRS990/OfficeExpensesGrp/TotalAmt042218
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0782348
IRS990/OtherAssetsTotalGrp/EOYAmt0935984
IRS990/OtherChangesInNetAssetsAmt093291
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0115023
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0115023
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2LICENSES & FEES
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt051153
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt117675
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210659
IRS990/OtherExpensesGrp/ProgramServicesAmt0325916
IRS990/OtherExpensesGrp/ProgramServicesAmt154480
IRS990/OtherExpensesGrp/ProgramServicesAmt21244
IRS990/OtherExpensesGrp/TotalAmt0325916
IRS990/OtherExpensesGrp/TotalAmt1105633
IRS990/OtherExpensesGrp/TotalAmt218919
IRS990/OtherExpensesGrp/TotalAmt310659
IRS990/OtherLiabilitiesGrp/BOYAmt0300304
IRS990/OtherLiabilitiesGrp/EOYAmt025303
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1812900
IRS990/OtherRevenueMiscGrp/BusinessCd2722210
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/Desc1HOUSEKEEPING
IRS990/OtherRevenueMiscGrp/Desc2CAFE & GIFT SHOP
IRS990/OtherRevenueMiscGrp/ExclusionAmt042340
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt050442
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt118017
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt050442
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt142340
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt218017
IRS990/OtherRevenueTotalAmt0143871
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0238473
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01407188
IRS990/OtherSalariesAndWagesGrp/TotalAmt01645661
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt027951
IRS990/PayrollTaxesGrp/ProgramServicesAmt0124116
IRS990/PayrollTaxesGrp/TotalAmt0152067
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011497
IRS990/PensionPlanContributionsGrp/TotalAmt011497
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0126204
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0114862
IRS990/PrincipalOfficerNm0LAURIE COOK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04051024
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04051024
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt085794
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt033759
IRS990/PYInvestmentIncomeAmt0-221
IRS990/PYOtherExpensesAmt02717879
IRS990/PYOtherRevenueAmt0206224
IRS990/PYProgramServiceRevenueAmt04305014
IRS990/PYRevenuesLessExpensesAmt0-224956
IRS990/PYSalariesCompEmpBnftPaidAmt02070129
IRS990/PYTotalExpensesAmt04821767
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04596811
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-182337
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04120112
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0476259
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0194454
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0258750
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0416582
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0675332
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EMPLOYEE AND GUEST MEALS - 2017 AMOUNT: $ 32,980. 2018 AMOUNT: $ 24,337. 2019 AMOUNT: $ 24,675. 2020 AMOUNT: $ 15,233. 2021 AMOUNT: $ 11,731. HOUSEKEEPING - 2017 AMOUNT: $ 14,659. 2018 AMOUNT: $ 16,052. 2019 AMOUNT: $ 25,091. 2020 AMOUNT: $ 49,856. 2021 AMOUNT: $ 42,340. CARPORT - 2017 AMOUNT: $ 18,211. 2018 AMOUNT: $ 11,991. 2019 AMOUNT: $ 13,725. 2020 AMOUNT: $ 16,815. 2021 AMOUNT: $ 17,203. GUEST SUITE - 2017 AMOUNT: $ 9,314. 2018 AMOUNT: $ 8,904. 2019 AMOUNT: $ 8,856. 2020 AMOUNT: $ 1,800. 2021 AMOUNT: $ 3,509.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION FILED TWO RETURNS IN 2018 TO CHANGE ITS ACCOUNTING PERIOD TO THE CALENDAR YEAR. THE SHORT YEAR RETURN IS REFLECTED IN THE 2018 COLUMN.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART III, SUPPLEMENTAL INFORMATION:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0303320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt085794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0258820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0416732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01074306
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0230
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01082
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0789
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0374
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0406
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04120112
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04427534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04675842

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,677,942
Liabilities
$1,808,959
Net assets
$5,868,983
Revenue
$4,498,445
Expenses
$4,680,782
Net income
-$182,337
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.90$2.38$5.52$6.01$6.35$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.34$2.52$5.82$5.44$5.27$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.24$2.66$5.57$4.63$4.86$0.23
2021Detailed filing. Detailed filing data is available for this year.$7.68$1.81$5.87$4.50$4.68$0.18
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.26$2.31$5.96$4.60$4.82$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.56$2.43$6.13$5.01$5.10$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.46$2.30$6.17$4.82$4.91$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.64$2.48$6.16$4.42$4.60$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.97$2.75$6.23$4.38$4.47$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.26$3.05$6.21$4.45$4.57$0.11
2014Detailed filing. Detailed filing data is available for this year.$9.43$3.24$6.19$4.21$4.50$0.29
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$9.91$3.62$6.30$4.32$4.39$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.98$3.71$6.26$4.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$3.84$6.63$4.26