Civic Intelligence

Amber Way-Wyndham West

990 • Fiscal year 2020 • EIN 38-3470397

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

91st percentile

0.94x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

2.31x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

45th percentile

2.5%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$239,884

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

72nd percentile

19%

Faster asset growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

6.6%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$9,638,248

Up $1,505,550 (+19%) from 2019

Net Assets

Up

$537,082

Up $99,679 (+23%) from 2019

Liabilities

Up

$9,101,166

Up $1,405,871 (+18%) from 2019

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin45th percentile

Revenue

Up

$3,933,713

Up $243,064 (+6.6%) from 2019

Expenses

Up

$3,834,034

Up $249,229 (+7.0%) from 2019

Net Income

Down

$99,679

Down $6,165 (-5.8%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2010: $8,717,140Liabilities 2010: $10,017,543Net Assets 2010: -$1,300,4032010Assets 2011: $8,548,991Liabilities 2011: $10,022,134Net Assets 2011: -$1,473,1432011Assets 2013: $8,372,762Liabilities 2013: $9,086,359Net Assets 2013: -$713,5972013Assets 2014: $8,518,040Liabilities 2014: $8,965,286Net Assets 2014: -$447,2462014Assets 2015: $9,656,594Liabilities 2015: $9,901,576Net Assets 2015: -$244,9822015Assets 2016: $11,683,137Liabilities 2016: $11,734,142Net Assets 2016: -$51,0052016Assets 2017: $7,053,895Liabilities 2017: $6,824,353Net Assets 2017: $229,5422017Assets 2018: $8,224,252Liabilities 2018: $7,892,693Net Assets 2018: $331,5592018Assets 2019: $8,132,698Liabilities 2019: $7,695,295Net Assets 2019: $437,4032019Assets 2020: $9,638,248Liabilities 2020: $9,101,166Net Assets 2020: $537,0822020Assets 2021: $10,010,973Liabilities 2021: $8,903,752Net Assets 2021: $1,107,2212021Assets 2022: $9,325,570Liabilities 2022: $8,221,760Net Assets 2022: $1,103,8102022Assets 2023: $9,636,167Liabilities 2023: $7,956,182Net Assets 2023: $1,679,9852023Assets 2024: $9,647,994Liabilities 2024: $7,679,481Net Assets 2024: $1,968,5132024Assets 2025: $9,969,074Liabilities 2025: $7,435,438Net Assets 2025: $2,533,6362025

Highlighted filing

2020

Assets$9,638,248
Liabilities$9,101,166
Net Assets$537,082
Open 2020 Filing

Operations Trend

Revenue Growth60th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,957,2442010Expenses 2011: $3,121,2622011Revenue 2013: $3,074,728Expenses 2013: $2,927,508Net Income 2013: $147,2202013Revenue 2014: $3,184,919Expenses 2014: $2,957,746Net Income 2014: $227,1732014Revenue 2015: $3,197,730Expenses 2015: $2,982,710Net Income 2015: $215,0202015Revenue 2016: $3,324,923Expenses 2016: $3,094,343Net Income 2016: $230,5802016Revenue 2017: $3,447,889Expenses 2017: $3,179,848Net Income 2017: $268,0412017Revenue 2018: $3,566,030Expenses 2018: $3,408,248Net Income 2018: $157,7822018Revenue 2019: $3,690,649Expenses 2019: $3,584,805Net Income 2019: $105,8442019Revenue 2020: $3,933,713Expenses 2020: $3,834,034Net Income 2020: $99,6792020Revenue 2021: $4,357,542Expenses 2021: $3,787,403Net Income 2021: $570,1392021Revenue 2022: $4,115,622Expenses 2022: $4,119,033Net Income 2022: -$3,4112022Revenue 2023: $4,527,745Expenses 2023: $3,951,570Net Income 2023: $576,1752023Revenue 2024: $4,353,712Expenses 2024: $4,065,184Net Income 2024: $288,5282024Revenue 2025: $4,817,404Expenses 2025: $4,252,281Net Income 2025: $565,1232025

Highlighted filing

2020

Revenue$3,933,713
Expenses$3,834,034
Net Income$99,679
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
$3,933,713
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

To provide assisted living services to wyndham west and care for alzheimers and related dementia diseases at amber way.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,498,251$5,427,181▼ $71,070
Accounts Receivable$27,089$26,110▼ $979
Prepaid Expenses and Deferred Charges$13,144$11,551▼ $1,593
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$8,132,698$9,638,248▲ $1,505,550
Other Assets Total$2,594,114$4,173,306▲ $1,579,192
Liabilities
Tax Exempt Bond Liabilities$7,420,440$8,545,590▲ $1,125,150
Other Liabilities$11,424$275,954▲ $264,530
Accounts Payable and Accrued Expenses$198,122$244,679▲ $46,557
Deferred Revenue$65,309$34,943▼ $30,366
Total Liabilities$7,695,295$9,101,166▲ $1,405,871
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$288,373▲ $288,373
Net Assets Without Donor Restrictions$437,403$248,709▼ $188,694
Total Net Assets Fund Balance$437,403$537,082▲ $99,679
Total Liabilities and Net Assets / Fund Balance$8,132,698$9,638,248▲ $1,505,550

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,313,573$4,307,096$9,620,669
Equipment$46,659$460,943$507,602
Other Land Buildings$66,949$71,448$138,397
Land$0-$0
Leasehold Improvements$0$0$0
Other Assets Org$2,456,254--

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 Pay83rd 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
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
William MillardTreasurer
Donald KneepkensWyndham Resident Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,907,120
Investment Income
$16,986
Other Revenue
$9,607
Change in Net Assets
$99,679

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,933,713
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-581,462
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$3,352,251
Total Revenue per Form 990
$3,933,713
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,112,719
Salaries, Compensation, and Employee Benefits$1,721,315
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,497,814$0$0$1,497,814
Occupancy$723,239$28,466$0$751,705
Fees for Services Management$0$423,336$0$423,336
Depreciation Depletion$267,357$21,300$0$288,657
Fees for Services Other$162,856$125,310$0$288,166
Other Employee Benefits$104,340$9,672$0$114,012
Payroll Taxes$108,871$0$0$108,871
All Other Expenses$0$72,595$0$72,595
Office Expenses$20,693$2,927$0$23,620
Fees for Services Accounting$0$15,318$0$15,318
Other Expenses$13,904$0$0$13,904
Interest$10,674$0$0$10,674
Insurance$0$3,017$0$3,017
Conferences and Meetings$664$47$0$711
Pension Plan Contributions$618$0$0$618
Travel$138$0$0$138
Total Functional Expenses$3,131,993$702,041$0$3,834,034

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,834,034
Expenses per Audited Statements$3,252,573
Total Expenses per Audited Statements$3,252,573
Expenses Not Reported on Financial Statements$581,461
Other Expense Adjustments$581,461
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
Ppp Loan Payable$255,000
Payroll Liabilities$12,454
Security Deposits$8,500
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
Amber Way-wyndham West
EIN
38-3470397
Phone
2693821255
Address
2400 PORTAGE STREET, KALAMAZOO, MI 49001

Signing Officer

Name
Rachel Olmsted
Title
Chief Financial Officer
Phone
2692764057
Signed
2021-04-30

Organization Details

Principal Officer
Rachel Olmsted
Formed
1999
Legal Domicile
Mi
Voting Board Members
14
Independent Board Members
14
Employees
124
Volunteers
36
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 FEES”

Schedule D, Part XII, Line 4B

“MANAGEMENT FEES”

Raw XML AppendixShowing 400 of 929 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/PersonNm6SNEHA BADINEHAL
IRS990/Form990PartVIISectionAGrp/PersonNm7REX L BELL
IRS990/Form990PartVIISectionAGrp/PersonNm8RICHARD NAGLE
IRS990/Form990PartVIISectionAGrp/PersonNm9M PATRICIA FUEHR
IRS990/Form990PartVIISectionAGrp/PersonNm10JOSEPH A D'AMBROSIO
IRS990/Form990PartVIISectionAGrp/PersonNm11J PATRICK DYSON
IRS990/Form990PartVIISectionAGrp/PersonNm12SIDNEY ELLIS
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/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17WYNDHAM RESIDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03933713
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/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt03017
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt03017
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt010674
IRS990/InterestGrp/TotalAmt010674
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt016986
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016986
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04839487
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05498251
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05427181
IRS990/LandBldgEquipCostOrOtherBssAmt010266668
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt09607
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt09607
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/NetAssetsOrFundBalancesBOYAmt0437403
IRS990/NetAssetsOrFundBalancesEOYAmt0537082
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0437403
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0248709
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt028466
IRS990/OccupancyGrp/ProgramServicesAmt0723239
IRS990/OccupancyGrp/TotalAmt0751705
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02927
IRS990/OfficeExpensesGrp/ProgramServicesAmt020693
IRS990/OfficeExpensesGrp/TotalAmt023620
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02594114
IRS990/OtherAssetsTotalGrp/EOYAmt04173306
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09672
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0104340
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0114012
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt053
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt0220825
IRS990/OtherExpensesGrp/ProgramServicesAmt113904
IRS990/OtherExpensesGrp/TotalAmt0220878
IRS990/OtherExpensesGrp/TotalAmt113904
IRS990/OtherLiabilitiesGrp/BOYAmt011424
IRS990/OtherLiabilitiesGrp/EOYAmt0275954
IRS990/OtherRevenueTotalAmt09607
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01497814
IRS990/OtherSalariesAndWagesGrp/TotalAmt01497814
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0108871
IRS990/PayrollTaxesGrp/TotalAmt0108871
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0618
IRS990/PensionPlanContributionsGrp/TotalAmt0618
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013144
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011551
IRS990/PrincipalOfficerNm0RACHEL OLMSTED
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623311
IRS990/ProgramServiceRevenueGrp/BusinessCd1623311
IRS990/ProgramServiceRevenueGrp/BusinessCd2532291
IRS990/ProgramServiceRevenueGrp/BusinessCd3812112
IRS990/ProgramServiceRevenueGrp/BusinessCd4812990
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1LIFECARE FEES AMORTIZED
IRS990/ProgramServiceRevenueGrp/Desc2MEDICAL SUPPLY
IRS990/ProgramServiceRevenueGrp/Desc3BEAUTY/BARBER SHOP
IRS990/ProgramServiceRevenueGrp/Desc4INTERNET

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,638,248
Liabilities
$9,101,166
Net assets
$537,082
Revenue
$3,933,713
Expenses
$3,834,034
Net income
$99,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.97$7.44$2.53$4.82$4.25$0.57
2024Detailed filing. Detailed filing data is available for this year.$9.65$7.68$1.97$4.35$4.07$0.29
2023Detailed filing. Detailed filing data is available for this year.$9.64$7.96$1.68$4.53$3.95$0.58
2022Detailed filing. Detailed filing data is available for this year.$9.33$8.22$1.10$4.12$4.12$0.00
2021Detailed filing. Detailed filing data is available for this year.$10.0$8.90$1.11$4.36$3.79$0.57
2020Detailed filing. Detailed filing data is available for this year.$9.64$9.10$0.54$3.93$3.83$0.10
2019Detailed filing. Detailed filing data is available for this year.$8.13$7.70$0.44$3.69$3.58$0.11
2018Detailed filing. Detailed filing data is available for this year.$8.22$7.89$0.33$3.57$3.41$0.16
2017Detailed filing. Detailed filing data is available for this year.$7.05$6.82$0.23$3.45$3.18$0.27
2016Detailed filing. Detailed filing data is available for this year.$11.7$11.7$0.05$3.32$3.09$0.23
2015Detailed filing. Detailed filing data is available for this year.$9.66$9.90$0.24$3.20$2.98$0.22
2014Detailed filing. Detailed filing data is available for this year.$8.52$8.97$0.45$3.18$2.96$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.37$9.09$0.71$3.07$2.93$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.55$10.0$1.47$3.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.72$10.0$1.30$2.96