Civic Intelligence

Northpointe Woods

990 • Fiscal year 2023 • EIN 38-3370058

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

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

68th percentile

0.30x

Higher debt load relative to assets than 68% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.46x

Higher debt load relative to revenue than 72% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

48th percentile

3.2%

Higher net margin than 48% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$139,691

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

37th percentile

1.2%

Faster asset growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

18%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$8,339,016

Up $99,695 (+1.2%) from 2022

Net Assets

Up

$5,818,235

Up $243,797 (+4.4%) from 2022

Liabilities

Down

$2,520,781

Down $144,102 (-5.4%) from 2022

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin48th percentile

Revenue

Up

$5,440,478

Up $813,104 (+18%) from 2022

Expenses

Up

$5,267,987

Up $412,527 (+8.5%) from 2022

Net Income

Up

$172,491

Up $400,577 (+176%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2023

Assets$8,339,016
Liabilities$2,520,781
Net Assets$5,818,235
Open 2023 Filing

Operations Trend

Revenue Growth67th 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

2023

Revenue$5,440,478
Expenses$5,267,987
Net Income$172,491
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$5,500,823
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$6,584,390$7,085,278▲ $500,888
Savings and Temporary Cash Investments$748,828$297,805▼ $451,023
Prepaid Expenses and Deferred Charges$69,968$113,851▲ $43,883
Investments Other Securities$0$98,235▲ $98,235
Accounts Receivable$23,248$39,512▲ $16,264
Inventories for Sale or Use$6,425$0▼ $6,425
Total Assets$8,239,321$8,339,016▲ $99,695
Other Assets Total$806,462$704,335▼ $102,127
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,978,371$1,823,280▼ $155,091
Accounts Payable and Accrued Expenses$556,919$354,748▼ $202,171
Other Liabilities$0$227,875▲ $227,875
Deferred Revenue$145,909$129,535▼ $16,374
Tax Exempt Bond Liabilities$-16,316$-14,657▲ $1,659
Total Liabilities$2,664,883$2,520,781▼ $144,102
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,367,798$5,632,719▲ $264,921
Net Assets With Donor Restrictions$206,640$185,516▼ $21,124
Total Net Assets Fund Balance$5,574,438$5,818,235▲ $243,797
Total Liabilities and Net Assets / Fund Balance$8,239,321$8,339,016▲ $99,695

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,771,459$7,338,214$13,109,673
Equipment$564,124$2,196,981$2,761,105
Other Land Buildings$140,947$2,214,575$2,355,522
Land$608,748-$608,748
Other Assets Org$174,698--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$56,531-▲ $8,236-$64,179
2022$66,877-▼ $9,772-$56,531
2021$62,349$1,300▲ $3,772-$66,877
2020$57,693-▲ $5,037-$62,349
2019$49,626$4,376▲ $5,053-$57,693
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurie CookExecutive DirectorFT$108,513$31,178$139,691

Board Members and Trustees

NameTitle
Jim BaldwinChair
Glin WinsorVice Chair
David SchweitzerDirector
Jim ReedDirector
Karen ToddDirector
Rhea FrietagDirector
Russ ClaggetDirector
Sherii SherbanDirector
Annette ChapmanSecretary
Ken SwisherTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Life Care Services LLCFacility Management400 LOCUST ST SUITE 820, Des Moines, IA 50309$515,355
Sysco Grand RapidsFood Supplies3700 SYSCO ST SE, Grand Rapids, MI 49512$242,035
Securitas Security Services USA INCSecurity5136 LOVERS LN 108, Portage, MI 49002$135,340
Revenue and Support

Revenue Composition

Contributions and Grants
$360,038
Program Service Revenue
$4,847,976
Investment Income
$-13,246
Other Revenue
$245,710
All Other Contributions
$360,038
Change in Net Assets
$172,491

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,440,478
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$71,306
Total Revenue per Audited Statements
$5,511,784
Total Revenue per Form 990
$5,440,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,928,479
Salaries, Compensation, and Employee Benefits$2,318,134
Grants and Similar Amounts Paid$21,374
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,765,370$143,596-$1,908,966
Occupancy$365,610$524,573-$890,183
Depreciation Depletion$182,498$312,529-$495,027
Fees for Services Management-$255,699-$255,699
Fees for Services Other$7,581$166,697-$174,278
Payroll Taxes$137,174$29,727-$166,901
Current Officers, Directors, Trustees, and Key Employees$27,938$111,753-$139,691
Advertising-$126,030-$126,030
Insurance$115,146--$115,146
Interest$40,849$70,909-$111,758
Other Employee Benefits$91,418--$91,418
Fees for Services Accounting-$66,332-$66,332
All Other Expenses$34,550$28,071-$62,621
Office Expenses-$27,187-$27,187
Grants to Domestic Individuals$21,374--$21,374
Conferences and Meetings-$13,820-$13,820
Pension Plan Contributions$11,158--$11,158
Fees for Services Legal-$10,965-$10,965
Travel$835$9,847-$10,682
Other Expenses$828$6,533-$7,361
Total Functional Expenses$3,251,820$2,016,167$0$5,267,987

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,267,987
Total Expenses per Form 990$5,267,987
Total Expenses per Audited Statements$5,246,863
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-21,124
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
Finance Lease Liability$227,875
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 2023.”

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
2024-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laurie Cook
Formed
1999
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
10
Employees
96
Volunteers
60

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest held at battle creek community foundation 71,306.”

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:

“Net assets released from restrictions 71,306.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Released assets treated as expense for f/s purposes -21,124.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10108513
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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-13364
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt021374
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt021374
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt021374
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt046981
IRS990/GrossReceiptsAmt05500823
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0115146
IRS990/InsuranceGrp/TotalAmt0115146
IRS990/InterestGrp/ManagementAndGeneralAmt070909
IRS990/InterestGrp/ProgramServicesAmt040849
IRS990/InterestGrp/TotalAmt0111758
IRS990/InventoriesForSaleOrUseGrp/BOYAmt06425
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0118
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0118
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt098235
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011749770
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06584390
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07085278
IRS990/LandBldgEquipCostOrOtherBssAmt018835048
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt060345
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt033182
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt028004
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt061186
IRS990/MissionDesc0WE WILL BE THE UNQUESTIONED, PREEMINENT SENIOR LIVING COMMUNITY SERVING THE BATTLE CREEK AREA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01978371
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01823280
IRS990/NetAssetsOrFundBalancesBOYAmt05574438
IRS990/NetAssetsOrFundBalancesEOYAmt05818235
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-13364
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-13364
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05367798
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05632719
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0524573
IRS990/OccupancyGrp/ProgramServicesAmt0365610
IRS990/OccupancyGrp/TotalAmt0890183
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt027187
IRS990/OfficeExpensesGrp/TotalAmt027187
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0806462
IRS990/OtherAssetsTotalGrp/EOYAmt0704335
IRS990/OtherChangesInNetAssetsAmt071306
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt091418
IRS990/OtherEmployeeBenefitsGrp/TotalAmt091418
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3LICENSES & FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt099540
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112359
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26533
IRS990/OtherExpensesGrp/ProgramServicesAmt0333873
IRS990/OtherExpensesGrp/ProgramServicesAmt1115618
IRS990/OtherExpensesGrp/ProgramServicesAmt2828
IRS990/OtherExpensesGrp/TotalAmt0333873
IRS990/OtherExpensesGrp/TotalAmt1215158
IRS990/OtherExpensesGrp/TotalAmt212359
IRS990/OtherExpensesGrp/TotalAmt37361
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0227875
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1722210
IRS990/OtherRevenueMiscGrp/BusinessCd2722511
IRS990/OtherRevenueMiscGrp/Desc0SERVICE AND MEAL INCOM
IRS990/OtherRevenueMiscGrp/Desc1EMPLOYEE AND GUEST MEA
IRS990/OtherRevenueMiscGrp/Desc2CARPORT
IRS990/OtherRevenueMiscGrp/ExclusionAmt044698
IRS990/OtherRevenueMiscGrp/ExclusionAmt127883
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0111943
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0111943
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt144698
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt227883
IRS990/OtherRevenueTotalAmt0245710
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0143596
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01765370
IRS990/OtherSalariesAndWagesGrp/TotalAmt01908966
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029727
IRS990/PayrollTaxesGrp/ProgramServicesAmt0137174
IRS990/PayrollTaxesGrp/TotalAmt0166901
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011158
IRS990/PensionPlanContributionsGrp/TotalAmt011158
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt069968
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0113851
IRS990/PrincipalOfficerNm0LAURIE COOK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04847976
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04847976
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt048348
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt015000
IRS990/PYInvestmentIncomeAmt0275
IRS990/PYOtherExpensesAmt02730081
IRS990/PYOtherRevenueAmt0201625
IRS990/PYProgramServiceRevenueAmt04377126
IRS990/PYRevenuesLessExpensesAmt0-228086
IRS990/PYSalariesCompEmpBnftPaidAmt02110379
IRS990/PYTotalExpensesAmt04855460
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04627374
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0172491
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04987923
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0748828
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0297805
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0358303
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0258750
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0617053
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EMPLOYEE AND GUEST MEALS - 2019 AMOUNT: $ 24,675. 2020 AMOUNT: $ 15,233. 2021 AMOUNT: $ 11,731. 2022 AMOUNT: $ 17,922. 2023 AMOUNT: $ 44,698. HOUSEKEEPING - 2019 AMOUNT: $ 25,091. 2020 AMOUNT: $ 49,856. 2021 AMOUNT: $ 42,340. 2022 AMOUNT: $ 21,866. 2023 AMOUNT: $ 27,552. CARPORT - 2019 AMOUNT: $ 13,725. 2020 AMOUNT: $ 16,815. 2021 AMOUNT: $ 17,203. 2022 AMOUNT: $ 27,556. 2023 AMOUNT: $ 27,883. GUEST SUITE - 2019 AMOUNT: $ 8,856. 2020 AMOUNT: $ 1,800. 2021 AMOUNT: $ 3,509. 2022 AMOUNT: $ 4,420. 2023 AMOUNT: $ 5,630.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0360038
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt048348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0303320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt085794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0258820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01056320
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0118
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0275
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0230
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01082
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0789
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02494
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04987923
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04506987
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04120112
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04427534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04675842
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt022718398
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0118
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0275
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0230
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01082
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0789
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02494
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0105763
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt071764
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt074783
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt083704
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt072347

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,339,016
Liabilities
$2,520,781
Net assets
$5,818,235
Revenue
$5,440,478
Expenses
$5,267,987
Net income
$172,491
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
2023Detailed filing. Detailed filing data is available for this year.$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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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