Civic Intelligence

Mathison Retirement Community

EIN 46-2392994 • 501(c)3 • Birmingham, AL

Profile

To provided affordable housing to the elderly and handicapped.

1520 Cooper Hill RoadBirmingham, AL 35210

na

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.48x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

1.44x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

44th percentile

2.0%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$417,254

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

29th percentile

-1.4%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

0.2%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$14,396,288

Down $202,465 (-1.4%) from 2023

Liabilities

Down

$6,858,899

Down $59,950 (-0.9%) from 2023

Net Assets

Down

$7,537,389

Down $142,515 (-1.9%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin44th percentile

Revenue

Up

$4,750,174

Up $7,222 (+0.2%) from 2023

Expenses

Up

$4,653,229

Up $354,452 (+8.2%) from 2023

Net Income

Down

$96,945

Down $347,230 (-78%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2014: $1Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $13,666,929Liabilities 2015: $7,953,762Net Assets 2015: $5,713,1672015Assets 2016: $13,524,977Liabilities 2016: $7,808,085Net Assets 2016: $5,716,8922016Assets 2017: $13,421,809Liabilities 2017: $7,719,364Net Assets 2017: $5,702,4452017Assets 2018: $13,291,478Liabilities 2018: $7,710,553Net Assets 2018: $5,580,9252018Assets 2019: $14,227,211Liabilities 2019: $7,674,330Net Assets 2019: $6,552,8812019Assets 2020: $15,611,900Liabilities 2020: $7,512,265Net Assets 2020: $8,099,6352020Assets 2021: $15,299,395Liabilities 2021: $7,630,042Net Assets 2021: $7,669,3532021Assets 2022: $15,487,229Liabilities 2022: $7,781,028Net Assets 2022: $7,706,2012022Assets 2023: $14,598,753Liabilities 2023: $6,918,849Net Assets 2023: $7,679,9042023Assets 2024: $14,396,288Liabilities 2024: $6,858,899Net Assets 2024: $7,537,3892024

Highlighted filing

2024

Assets$14,396,288
Liabilities$6,858,899
Net Assets$7,537,389
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $3,709,050Expenses 2015: $3,030,201Net Income 2015: $678,8492015Revenue 2016: $3,680,476Expenses 2016: $3,228,754Net Income 2016: $451,7222016Revenue 2017: $3,737,159Expenses 2017: $3,310,009Net Income 2017: $427,1502017Revenue 2018: $4,346,839Expenses 2018: $3,366,750Net Income 2018: $980,0892018Revenue 2019: $7,023,781Expenses 2019: $5,797,449Net Income 2019: $1,226,3322019Revenue 2020: $5,257,770Expenses 2020: $3,425,381Net Income 2020: $1,832,3892020Revenue 2021: $4,338,671Expenses 2021: $3,865,661Net Income 2021: $473,0102021Revenue 2022: $4,235,468Expenses 2022: $3,858,383Net Income 2022: $377,0852022Revenue 2023: $4,742,952Expenses 2023: $4,298,777Net Income 2023: $444,1752023Revenue 2024: $4,750,174Expenses 2024: $4,653,229Net Income 2024: $96,9452024

Highlighted filing

2024

Revenue$4,750,174
Expenses$4,653,229
Net Income$96,945
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$14,396,288
Liabilities
$6,858,899
Net assets
$7,537,389
Revenue
$4,750,174
Expenses
$4,653,229
Net income
$96,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$6.86$7.54$4.75$4.65$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$6.92$7.68$4.74$4.30$0.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$7.78$7.71$4.24$3.86$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$7.63$7.67$4.34$3.87$0.47
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$7.51$8.10$5.26$3.43$1.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$7.67$6.55$7.02$5.80$1.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$7.71$5.58$4.35$3.37$0.98
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$7.72$5.70$3.74$3.31$0.43
2016Detailed filing. Detailed filing data is available for this year.$13.5$7.81$5.72$3.68$3.23$0.45
2015Detailed filing. Detailed filing data is available for this year.$13.7$7.95$5.71$3.71$3.03$0.68
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$4,235,468
Mission and Program Overview

Mission

To provide affordable housing to the elderly and handicapped.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,875,247$12,582,100▼ $293,147
Savings and Temporary Cash Investments$1,206,517$1,422,815▲ $216,298
Cash and Non-Interest-Bearing Accounts$626,011$728,279▲ $102,268
Prepaid Expenses and Deferred Charges$267,920$438,041▲ $170,121
Inventories for Sale or Use$7,072$7,368▲ $296
Accounts Receivable-$3,306-
Total Assets$15,299,395$15,487,229▲ $187,834
Other Assets Total$316,628$305,320▼ $11,308
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,930,838$6,783,084▼ $147,754
Accounts Payable and Accrued Expenses$510,590$839,243▲ $328,653
Other Liabilities$188,614$158,701▼ $29,913
Total Liabilities$7,630,042$7,781,028▲ $150,986
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,669,353$7,706,201▲ $36,848
Total Net Assets Fund Balance$7,669,353$7,706,201▲ $36,848
Total Liabilities and Net Assets / Fund Balance$15,299,395$15,487,229▲ $187,834

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,804,108$2,190,464$12,994,572
Land$1,450,400-$1,450,400
Equipment$280,306$240,934$521,240
Other Land Buildings$47,286$22,113$69,399
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Marty ClarkChair
Jamie SteeleVice Chair
Betty SalterTrustee
Bob MckeeTrustee
Dianne GriswoldTrustee
Pete ComfortTrustee
Sam SumnerTrustee
Christopher TomlinMha-CEO
Bruce AkinsMha-CFO
Maudine HollowaySecretary
Bobby ScalesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$35,704
Program Service Revenue
$4,196,326
Investment Income
$381
Other Revenue
$3,057
All Other Contributions
$35,704
Change in Net Assets
$377,085

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,235,468
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,235,468
Total Revenue per Form 990
$4,235,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,218,316
Salaries, Compensation, and Employee Benefits$1,640,067
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,436,774--$1,436,774
Occupancy$529,158--$529,158
Depreciation Depletion$444,318--$444,318
Fees for Services Management-$250,044-$250,044
Insurance$239,945--$239,945
Payroll Taxes$115,842--$115,842
Other Employee Benefits$87,451--$87,451
Other Expenses$77,758--$77,758
Fees for Services Accounting-$47,658-$47,658
All Other Expenses$44,335--$44,335
Information Technology$34,975--$34,975
Office Expenses$18,246--$18,246
Advertising$4,926--$4,926
Fees for Services Other$2,975--$2,975
Travel$1,765--$1,765
Total Functional Expenses$3,560,681$297,702$0$3,858,383

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,858,383
Total Expenses per Audited Statements$3,858,383
Total Expenses per Form 990$3,858,383
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
Prepaid Revenue$128,776
Refundable Security Deposit$29,925
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
Yes
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 3

“Management delegated-mathison retirement community has a hud approved management contract with methodist home for the aging (the sponsor and controlling entity).”

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

“The 990 is reviewed by the methodist home for the aging executive staff and mathison retirement community officers.”

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

“All interested persons must sign an annual conflict of interest statement. A conflict of interest committee was appointed by the methodist home for the aging board to monitor and enforce conflict of interest issues.”

Form 990, Part VI, Section B, Line 15

“The finance committee of the board of the methodist home for the aging shall set the compensation for the executive staff. The eecutive staff shall recommend compensation for key employees adn staff at all the facilities. The recommendations are reviewed, approved or modified by the finance committee. Compensation for officers-see above-mathison retirement community officers are not compensated,”

Form 990, Part VI, Section C, Line 19

“Governing documnets and form 990 are available by request by appointment, inspection can be made at 1520 cooper hill road, birmingham, al 35210.”

Filing and Contact Details

Filer

Filer Name
Mathison Retirement Community
EIN
46-2392994
Phone
2059512442
Address
1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210

Signing Officer

Name
Mike Faulkner
Title
CFO-mha
Phone
2059512442
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betty Salter
Formed
2015
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
92
Volunteers
0

Preparer

Firm
Aprio Llp
Address
1200 CORPORATE DR SUITE 200, BIRMINGHAM, AL 35242
Preparer
John Santamour
Phone
2059915506
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Surplus cash transfer -340,237.”

Raw XML AppendixShowing 400 of 497 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0510590
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0839243
IRS990/AccountsReceivableGrp/EOYAmt03306
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE AFFORDABLE HOUSING TO THE ELDERLY AND HANDICAPPED.
IRS990/AdvertisingGrp/ProgramServicesAmt04926
IRS990/AdvertisingGrp/TotalAmt04926
IRS990/AllOtherContributionsAmt035704
IRS990/AllOtherExpensesGrp/ProgramServicesAmt044335
IRS990/AllOtherExpensesGrp/TotalAmt044335
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MIKE FAULKNER
IRS990/BooksInCareOfDetail/PhoneNum02059512442
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035210
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0626011
IRS990/CashNonInterestBearingGrp/EOYAmt0728279
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt035704
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0381
IRS990/CYOtherExpensesAmt02218316
IRS990/CYOtherRevenueAmt03057
IRS990/CYProgramServiceRevenueAmt04196326
IRS990/CYRevenuesLessExpensesAmt0377085
IRS990/CYSalariesCompEmpBnftPaidAmt01640067
IRS990/CYTotalExpensesAmt03858383
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04235468
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0444318
IRS990/DepreciationDepletionGrp/TotalAmt0444318
IRS990/Desc0A SEVENTY-FOUR UNIT ASSISTED LIVING FACILITY IN PANAMA CITY, FLORIDA FOR THE ELDERLY AND HANDICAPPED THAT PROVIDES AFFORDABLE HOUSING.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt092
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03560681
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt047658
IRS990/FeesForServicesAccountingGrp/TotalAmt047658
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0250044
IRS990/FeesForServicesManagementGrp/TotalAmt0250044
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02975
IRS990/FeesForServicesOtherGrp/TotalAmt02975
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0MARTY CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm1BOBBY SCALES
IRS990/Form990PartVIISectionAGrp/PersonNm2MAUDINE HOLLOWAY
IRS990/Form990PartVIISectionAGrp/PersonNm3PETE COMFORT
IRS990/Form990PartVIISectionAGrp/PersonNm4DIANNE GRISWOLD
IRS990/Form990PartVIISectionAGrp/PersonNm5BOB MCKEE
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMIE STEELE
IRS990/Form990PartVIISectionAGrp/PersonNm7SAM SUMNER
IRS990/Form990PartVIISectionAGrp/PersonNm8BETTY SALTER
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRISTOPHER TOMLIN
IRS990/Form990PartVIISectionAGrp/PersonNm10BRUCE AKINS
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/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/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9MHA-CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10MHA-CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04235468
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt034975
IRS990/InformationTechnologyGrp/TotalAmt034975
IRS990/InsuranceGrp/ProgramServicesAmt0239945
IRS990/InsuranceGrp/TotalAmt0239945
IRS990/InventoriesForSaleOrUseGrp/BOYAmt07072
IRS990/InventoriesForSaleOrUseGrp/EOYAmt07368
IRS990/InvestmentIncomeGrp/ExclusionAmt0381
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0381
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02453511
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012875247
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012582100
IRS990/LandBldgEquipCostOrOtherBssAmt015035611
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE AFFORDABLE HOUSING TO THE ELDERLY AND HANDICAPPED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt06930838
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt06783084
IRS990/NetAssetsOrFundBalancesBOYAmt07669353
IRS990/NetAssetsOrFundBalancesEOYAmt07706201
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07669353
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07706201
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0529158
IRS990/OccupancyGrp/TotalAmt0529158
IRS990/OfficeExpensesGrp/ProgramServicesAmt018246
IRS990/OfficeExpensesGrp/TotalAmt018246
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0316628
IRS990/OtherAssetsTotalGrp/EOYAmt0305320
IRS990/OtherChangesInNetAssetsAmt0-340237
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt087451
IRS990/OtherEmployeeBenefitsGrp/TotalAmt087451
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1HEALTHCARE SUPPLIES
IRS990/OtherExpensesGrp/Desc2MISC OPERATING AND MAIN
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/ProgramServicesAmt0312418
IRS990/OtherExpensesGrp/ProgramServicesAmt1111220
IRS990/OtherExpensesGrp/ProgramServicesAmt298575
IRS990/OtherExpensesGrp/ProgramServicesAmt377758
IRS990/OtherExpensesGrp/TotalAmt0312418
IRS990/OtherExpensesGrp/TotalAmt1111220
IRS990/OtherExpensesGrp/TotalAmt298575
IRS990/OtherExpensesGrp/TotalAmt377758
IRS990/OtherLiabilitiesGrp/BOYAmt0188614
IRS990/OtherLiabilitiesGrp/EOYAmt0158701
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03057
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03057
IRS990/OtherRevenueTotalAmt03057
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01436774
IRS990/OtherSalariesAndWagesGrp/TotalAmt01436774
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0115842
IRS990/PayrollTaxesGrp/TotalAmt0115842
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0267920
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0438041
IRS990/PrincipalOfficerNm0BETTY SALTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04196326
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04196326
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt070605
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0511
IRS990/PYOtherExpensesAmt02229405
IRS990/PYOtherRevenueAmt0486447
IRS990/PYProgramServiceRevenueAmt03781108
IRS990/PYRevenuesLessExpensesAmt0473010
IRS990/PYSalariesCompEmpBnftPaidAmt01636256
IRS990/PYTotalExpensesAmt03865661
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04338671
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0377085
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04199383
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01206517
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01422815
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035704
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0811
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0107520
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0381
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0511
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0574
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0406
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0296
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02168
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04199384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03781108
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04029357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09081853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04346143
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt025437845
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0381
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0511
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0574
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0406
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0296
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02168
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt025545365
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04235088
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03851713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04030168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09081853
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04346543
IRS990ScheduleA/Total509Grp/TotalAmt025545365
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04235469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03852224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04030742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09082259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04346839
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt025547533
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt010804108
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02190464
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012994572
IRS990ScheduleD/EquipmentGrp/BookValueAmt0280306
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0240934
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0521240
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03858383
IRS990ScheduleD/LandGrp/BookValueAmt01450400
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01450400
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt047286
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt022113
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt069399
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0128776
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt129925
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE SECURITY DEPOSIT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04235468
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012582100
IRS990ScheduleD/TotalExpensesPerForm990Amt03858383
IRS990ScheduleD/TotalLiabilityAmt0158701
IRS990ScheduleD/TotalRevenuePerForm990Amt04235468
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04235468
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03858383
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DELEGATED-MATHISON RETIREMENT COMMUNITY HAS A HUD APPROVED MANAGEMENT CONTRACT WITH METHODIST HOME FOR THE AGING (THE SPONSOR AND CONTROLLING ENTITY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE METHODIST HOME FOR THE AGING EXECUTIVE STAFF AND MATHISON RETIREMENT COMMUNITY OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL INTERESTED PERSONS MUST SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. A CONFLICT OF INTEREST COMMITTEE WAS APPOINTED BY THE METHODIST HOME FOR THE AGING BOARD TO MONITOR AND ENFORCE CONFLICT OF INTEREST ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FINANCE COMMITTEE OF THE BOARD OF THE METHODIST HOME FOR THE AGING SHALL SET THE COMPENSATION FOR THE EXECUTIVE STAFF. THE EECUTIVE STAFF SHALL RECOMMEND COMPENSATION FOR KEY EMPLOYEES ADN STAFF AT ALL THE FACILITIES. THE RECOMMENDATIONS ARE REVIEWED, APPROVED OR MODIFIED BY THE FINANCE COMMITTEE. COMPENSATION FOR OFFICERS-SEE ABOVE-MATHISON RETIREMENT COMMUNITY OFFICERS ARE NOT COMPENSATED,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMNETS AND FORM 990 ARE AVAILABLE BY REQUEST BY APPOINTMENT, INSPECTION CAN BE MADE AT 1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SURPLUS CASH TRANSFER -340,237.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0YES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630376518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LONG TERM CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035210
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $10M-$25M nonprofits