Civic Intelligence

Mercy Manor

990 • Fiscal year 2019 • EIN 41-1805317

Oct 01, 2018 to Sep 30, 2019 • Filed on Apr 27, 2020

334 Golf View DriveAlbany, MN 56307-8316

(320) 845-2195

Siviq Scores

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

Liabilities / Assets

50th percentile

0.08x

Higher debt load relative to assets than 50% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

0.68x

Higher debt load relative to revenue than 83% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

8th percentile

-36%

Higher net margin than 8% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

77th percentile

$121,817

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 54.4% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

20th percentile

-4.9%

Faster asset growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,871,602

Down $96,773 (-4.9%) from 2018

Net Assets

Down

$1,719,572

Down $81,493 (-4.5%) from 2018

Liabilities

Down

$152,030

Down $15,280 (-9.1%) from 2018

Revenue

Up

$223,768

Up $22,803 (+11%) from 2018

Expenses

Up

$305,261

Up $22,524 (+8.0%) from 2018

Net Income

Up

-$81,493

Up $279 (+0.3%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,629,750Liabilities 2010: $32,062Net Assets 2010: $2,597,6882010Assets 2011: $2,531,360Liabilities 2011: $39,625Net Assets 2011: $2,491,7352011Assets 2012: $2,539,720Liabilities 2012: $58,168Net Assets 2012: $2,481,5522012Assets 2013: $2,471,974Liabilities 2013: $138,579Net Assets 2013: $2,333,3952013Assets 2014: $2,331,411Liabilities 2014: $108,224Net Assets 2014: $2,223,1872014Assets 2015: $2,216,553Liabilities 2015: $124,188Net Assets 2015: $2,092,3652015Assets 2016: $2,103,093Liabilities 2016: $135,863Net Assets 2016: $1,967,2302016Assets 2017: $2,003,224Liabilities 2017: $120,387Net Assets 2017: $1,882,8372017Assets 2018: $1,968,375Liabilities 2018: $167,310Net Assets 2018: $1,801,0652018Assets 2019: $1,871,602Liabilities 2019: $152,030Net Assets 2019: $1,719,5722019Assets 2020: $1,815,698Liabilities 2020: $183,124Net Assets 2020: $1,632,5742020Assets 2021: $1,746,573Liabilities 2021: $210,661Net Assets 2021: $1,535,9122021Assets 2022: $1,651,175Liabilities 2022: $236,236Net Assets 2022: $1,414,9392022Assets 2023: $1,598,560Liabilities 2023: $281,677Net Assets 2023: $1,316,8832023Assets 2024: $1,654,376Liabilities 2024: $271,199Net Assets 2024: $1,383,1772024

Highlighted filing

2019

Assets$1,871,602
Liabilities$152,030
Net Assets$1,719,572

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $290,6102010Expenses 2011: $308,0752011Expenses 2012: $299,0562012Revenue 2013: $169,775Expenses 2013: $317,932Net Income 2013: -$148,1572013Revenue 2014: $196,995Expenses 2014: $307,203Net Income 2014: -$110,2082014Revenue 2015: $187,886Expenses 2015: $318,708Net Income 2015: -$130,8222015Revenue 2016: $182,276Expenses 2016: $307,411Net Income 2016: -$125,1352016Revenue 2017: $206,513Expenses 2017: $290,906Net Income 2017: -$84,3932017Revenue 2018: $200,965Expenses 2018: $282,737Net Income 2018: -$81,7722018Revenue 2019: $223,768Expenses 2019: $305,261Net Income 2019: -$81,4932019Revenue 2020: $210,016Expenses 2020: $297,014Net Income 2020: -$86,9982020Revenue 2021: $204,541Expenses 2021: $301,203Net Income 2021: -$96,6622021Revenue 2022: $207,236Expenses 2022: $328,209Net Income 2022: -$120,9732022Revenue 2023: $227,481Expenses 2023: $325,537Net Income 2023: -$98,0562023Revenue 2024: $417,310Expenses 2024: $351,016Net Income 2024: $66,2942024

Highlighted filing

2019

Revenue$223,768
Expenses$305,261
Net Income-$81,493
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Apr 27, 2020
Return Version
2018v3.1
Gross Receipts
$223,768
Mission and Program Overview

Mission

NONE

To provide low income elderly with housing facilities and services specially designed to meet their physical, social, and psychological needs, and to promote their health, security, happiness, and usefulness in longer living, the charges for such facilities and services to be predicated upon the provision, maintenance, and operation thereof on a non-profit basis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,771,710$1,685,029▼ $86,681
Savings and Temporary Cash Investments$193,703$183,610▼ $10,093
Cash and Non-Interest-Bearing Accounts$99$100▲ $1
Total Assets$1,968,375$1,871,602▼ $96,773
Other Assets Total$2,863$2,863→ $0
Liabilities
Accounts Payable and Accrued Expenses$125,042$111,364▼ $13,678
Other Liabilities$28,653$27,850▼ $803
Escrow Account Liability$13,615$12,816▼ $799
Total Liabilities$167,310$152,030▼ $15,280
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,686,123$3,686,123→ $0
Unrestricted Net Assets$-1,885,058$-1,966,551▼ $81,493
Total Net Assets Fund Balance$1,801,065$1,719,572▼ $81,493
Total Liabilities and Net Assets / Fund Balance$1,968,375$1,871,602▼ $96,773

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,518,767$1,790,653$3,309,420
Equipment$33,991$334,360$368,351
Land$132,271-$132,271
Compensation and Service Providers

Employees

NameTitleOtherTotal
Dean McdevittAdministrator & CEO (thru May)$121,817$121,817
Mark DouvierChief Financial Officer$25,112$25,112

Board Members and Trustees

NameTitle
Mark KnappPresident
Tom BaumgartnerVice-president (thru Sept)
Derrick MeyerDirector
Elmer KohorstDirector
Fr Edward VebelonDirector
Haley PowerDirector
Jackie AtkinsonDirector
Judy SchulteDirector
Lowell RushmeyerDirector
Paul TomczikDirector
Rev Steven OlsonDirector (thru May)
Paul GaebeChief Executive Officer
Fr Brad Jenniges OsbSecretary
Janet SalkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$221,152
Investment Income
$906
Other Revenue
$1,710
Change in Net Assets
$-81,493

Audited Revenue Reconciliation

Revenue per Audited Statements
$223,768
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$223,768
Total Revenue per Form 990
$223,768
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$266,993
Salaries, Compensation, and Employee Benefits$38,268
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$100,501--$100,501
Occupancy$79,259--$79,259
Comp Disqual Persons$28,547--$28,547
Fees for Services Management-$26,401-$26,401
Office Expenses$19,065--$19,065
Fees for Services Other$15,754--$15,754
Fees for Services Accounting-$12,775-$12,775
All Other Expenses$12,589--$12,589
Other Employee Benefits$7,938--$7,938
Payroll Taxes$1,783--$1,783
Conferences and Meetings$422--$422
Advertising$227--$227
Total Functional Expenses$266,085$39,176$0$305,261

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$305,262
Total Expenses per Audited Statements$305,262
Total Expenses per Form 990$305,262
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
Due to Related Parties$27,850
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The completed form 990 is presented to the board of directors prior to submission to internal revenue service.

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

The organization has a conflict of interest policy that is applied when the organization is in the process of entering into a transaction or contract and annually filled out by the board members. In connection with any actual or possible conflicts of interest, an interested person shall have a duty to disclose the existence of his or her financial interest and all related material facts to the directors and members of committees with board delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all related material facts, and after any discussion with the interested person, he or she shall leave the board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board, officer or committee members shall decide if a conflict exists. After interest is determined, the interested person has the opportunity to make a short presentation at the board meeting. The board will appoint a disinterested person or group to explore alternatives to avoid any conflict. If there is no option for avoiding conflict, the board shall determine by majority vote if the transaction should be entered into. The interested person shall be removed from the voting process. The organization also has a policy for employees. The conflict of interest policy is initially monitored by the director of licensures and training during an employee's orientation. The compliance officer then annually monitors the policy during the annual benefits staff meeting. If a conflict of interest arises, it is investigated by the compliance officer, and if deemed a conflict, the employee must cease/divest of that conflict or be terminated.

Form 990, Part VI, Section B, Line 15

The organization follows the senior nursing facility compensation guide to determine compensation for the ceo and top management annually. The board of directors reviews the annual performance evaluation and salary review for final approval of compensation.

Form 990, Part VI, Section C, Line 19

The organization has the financial statements and governing documents available in their front lobby for review.

Filing and Contact Details

Filer

Filer Name
Mercy Manor
EIN
41-1805317
Phone
3208452195
Address
334 GOLF VIEW DRIVE, ALBANY, MN 56307-8316
Doing Business As
Pondview Estates

Signing Officer

Name
Paul Gaebe
Title
Administrator & CEO
Phone
3208452195
Signed
2020-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Gaebe
Formed
1994
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The board of directors assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed from the prior year.

Financial Statement Notes

PART IV, LINE 2B:

The organization is the trustee of tenants' funds and has fiduciary responsibility for the administration and distribution of these funds for tenants.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR (THRU MAY)
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE-PRESIDENT (THRU SEPT)
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13ADMINISTRATOR & CEO (THRU MAY)
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF EXECUTIVE OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0223768
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0906
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0906
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02125013
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01771710
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01685029
IRS990/LandBldgEquipCostOrOtherBssAmt03810042
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt01710
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt01710
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01801065
IRS990/NetAssetsOrFundBalancesEOYAmt01719572
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt079259
IRS990/OccupancyGrp/TotalAmt079259
IRS990/OfficeExpensesGrp/ProgramServicesAmt019065
IRS990/OfficeExpensesGrp/TotalAmt019065
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02863
IRS990/OtherAssetsTotalGrp/EOYAmt02863
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07938
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07938
IRS990/OtherLiabilitiesGrp/BOYAmt028653
IRS990/OtherLiabilitiesGrp/EOYAmt027850
IRS990/OtherRevenueTotalAmt01710
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01783
IRS990/PayrollTaxesGrp/TotalAmt01783
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL GAEBE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0TENANT RENT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1LAUNDRY AND VENDING RE
IRS990/ProgramServiceRevenueGrp/ExclusionAmt03053
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0218099
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0218099
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13053
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0724
IRS990/PYOtherExpensesAmt0247632
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0200241
IRS990/PYRevenuesLessExpensesAmt0-81772
IRS990/PYSalariesCompEmpBnftPaidAmt035105
IRS990/PYTotalExpensesAmt0282737
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0200965
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-81493
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0218099
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0193703
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0183610
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0906
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0724
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0510
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0428
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0435
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03003
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0218099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0197890
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0202968
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0179331
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0184275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0982563
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt04763
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt02351
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt03035
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt02517
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt03176
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt015842
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0906
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0724
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0510
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0428
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0435
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03003
IRS990ScheduleA/InvestmentIncomeCYPct00.00300
IRS990ScheduleA/InvestmentIncomePYPct00.00250
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99700
IRS990ScheduleA/PublicSupportPY509Pct00.99750
IRS990ScheduleA/PublicSupportTotal509Amt0998405
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0222862
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0200241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0206003
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0181848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0187451
IRS990ScheduleA/Total509Grp/TotalAmt0998405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0223768
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0200965
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0206513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0182276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0187886
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01001408
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01518767
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01790653
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03309420
IRS990ScheduleD/EquipmentGrp/BookValueAmt033991
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0334360
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0368351
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0305262
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt0132271
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0132271
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt027850
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTIES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0223768
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS THE TRUSTEE OF TENANTS' FUNDS AND HAS FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION AND DISTRIBUTION OF THESE FUNDS FOR TENANTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01685029
IRS990ScheduleD/TotalExpensesPerForm990Amt0305262
IRS990ScheduleD/TotalLiabilityAmt027850
IRS990ScheduleD/TotalRevenuePerForm990Amt0223768
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0223768
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0305262
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPLETED FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION TO INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT IS APPLIED WHEN THE ORGANIZATION IS IN THE PROCESS OF ENTERING INTO A TRANSACTION OR CONTRACT AND ANNUALLY FILLED OUT BY THE BOARD MEMBERS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON SHALL HAVE A DUTY TO DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL RELATED MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL RELATED MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD, OFFICER OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT EXISTS. AFTER INTEREST IS DETERMINED, THE INTERESTED PERSON HAS THE OPPORTUNITY TO MAKE A SHORT PRESENTATION AT THE BOARD MEETING. THE BOARD WILL APPOINT A DISINTERESTED PERSON OR GROUP TO EXPLORE ALTERNATIVES TO AVOID ANY CONFLICT. IF THERE IS NO OPTION FOR AVOIDING CONFLICT, THE BOARD SHALL DETERMINE BY MAJORITY VOTE IF THE TRANSACTION SHOULD BE ENTERED INTO. THE INTERESTED PERSON SHALL BE REMOVED FROM THE VOTING PROCESS. THE ORGANIZATION ALSO HAS A POLICY FOR EMPLOYEES. THE CONFLICT OF INTEREST POLICY IS INITIALLY MONITORED BY THE DIRECTOR OF LICENSURES AND TRAINING DURING AN EMPLOYEE'S ORIENTATION. THE COMPLIANCE OFFICER THEN ANNUALLY MONITORS THE POLICY DURING THE ANNUAL BENEFITS STAFF MEETING. IF A CONFLICT OF INTEREST ARISES, IT IS INVESTIGATED BY THE COMPLIANCE OFFICER, AND IF DEEMED A CONFLICT, THE EMPLOYEE MUST CEASE/DIVEST OF THAT CONFLICT OR BE TERMINATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION FOLLOWS THE SENIOR NURSING FACILITY COMPENSATION GUIDE TO DETERMINE COMPENSATION FOR THE CEO AND TOP MANAGEMENT ANNUALLY. THE BOARD OF DIRECTORS REVIEWS THE ANNUAL PERFORMANCE EVALUATION AND SALARY REVIEW FOR FINAL APPROVAL OF COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS THE FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE IN THEIR FRONT LOBBY FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.27$1.38$0.42$0.35$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.28$1.32$0.23$0.33$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.24$1.41$0.21$0.33$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.75$0.21$1.54$0.20$0.30$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.18$1.63$0.21$0.30$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.15$1.72$0.22$0.31$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.17$1.80$0.20$0.28$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.00$0.12$1.88$0.21$0.29$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.10$0.14$1.97$0.18$0.31$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.22$0.12$2.09$0.19$0.32$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.33$0.11$2.22$0.20$0.31$0.11
2013Summary only. Only limited summary data is available for this year.$2.47$0.14$2.33$0.17$0.32$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.06$2.48$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.04$2.49$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.03$2.60$0.29