Civic Intelligence

Mathison Retirement Community

990 • Fiscal year 2017 • EIN 46-2392994

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 18, 2018

Organization ProfileNA
1520 Cooper Hill RoadBirmingham, AL 35210

(205) 951-2442

Siviq Scores

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

Liabilities / Assets

77th percentile

0.58x

Higher debt load relative to assets than 77% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

2.07x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

29th percentile

-0.8%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

1.5%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$13,421,809

Down $103,168 (-0.8%) from 2016

Net Assets

Down

$5,702,445

Down $14,447 (-0.3%) from 2016

Liabilities

Down

$7,719,364

Down $88,721 (-1.1%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin70th percentile

Revenue

Up

$3,737,159

Up $56,683 (+1.5%) from 2016

Expenses

Up

$3,310,009

Up $81,255 (+2.5%) from 2016

Net Income

Down

$427,150

Down $24,572 (-5.4%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$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

2017

Assets$13,421,809
Liabilities$7,719,364
Net Assets$5,702,445
Open 2017 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$3,737,159
Expenses$3,310,009
Net Income$427,150
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 18, 2018
Return Version
2016v3.1
Gross Receipts
$3,737,159
Mission and Program Overview

Mission

To provided affordable housing to the elderly and handicapped.

To provide affordable housing to the elderly and handicapped

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$11,633,976$11,417,622▼ $216,354
Savings and Temporary Cash Investments$696,931$768,197▲ $71,266
Cash and Non-Interest-Bearing Accounts$641,071$740,266▲ $99,195
Prepaid Expenses and Deferred Charges$133,684$125,142▼ $8,542
Inventories for Sale or Use$5,023$8,338▲ $3,315
Accounts Receivable$41,123$384▼ $40,739
Total Assets$13,524,977$13,421,809▼ $103,168
Other Assets Total$373,169$361,860▼ $11,309
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,478,184$7,361,331▼ $116,853
Accounts Payable and Accrued Expenses$243,867$252,589▲ $8,722
Other Liabilities$86,034$105,444▲ $19,410
Total Liabilities$7,808,085$7,719,364▼ $88,721
Net Assets / Fund Balance
Unrestricted Net Assets$5,716,892$5,702,445▼ $14,447
Total Net Assets Fund Balance$5,716,892$5,702,445▼ $14,447
Total Liabilities and Net Assets / Fund Balance$13,524,977$13,421,809▼ $103,168

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,704,008$851,663$10,555,671
Land$1,480,000-$1,480,000
Equipment$233,614$62,033$295,647
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Marty ClarkChair
Jerry DoolingVice Chair
Betty SalterTrustee
Bob MckeeTrustee
Dianne GriswoldTrustee
Margaret OdomTrustee
Pete ComfortTrustee
Bruce AkinsMha - CFO
Christopher TomlinMha- CEO
Maudine HollowaySeretary
Buzz BarrettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,065
Program Service Revenue
$3,723,787
Investment Income
$307
Other Revenue
$0
All Other Contributions
$13,065
Change in Net Assets
$427,150

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,737,159
Total Revenue per Audited Statements
$3,737,159
Total Revenue per Form 990
$3,737,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,918,333
Salaries, Compensation, and Employee Benefits$1,391,676
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,204,542--$1,204,542
All Other Expenses$383,595--$383,595
Depreciation Depletion$321,228--$321,228
Interest$319,248--$319,248
Fees for Services Management-$223,102-$223,102
Insurance$108,376--$108,376
Other Employee Benefits$97,550--$97,550
Payroll Taxes$89,584--$89,584
Other Expenses$53,989--$53,989
Advertising$18,315--$18,315
Office Expenses$7,675--$7,675
Travel$769--$769
Total Functional Expenses$3,086,907$223,102$0$3,310,009

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,310,009
Total Expenses per Audited Statements$3,310,009
Total Expenses per Form 990$3,310,009
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$82,093
Refundable Security Deposit$23,351
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 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, Page 6, Part VI, Line 3

“Mathison retirement community has a hud approved management contract with methodist home fo rthe aging (the sponsor and controlling entity).”

Form 990, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, 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, Page 6, Part VI, Line 15A

“Compensation process for top official the finance committee of the board of the methodist home for the aging shall set the compensation for the executive staff. The executive staff shall recommend compensation for key employees and staff at all the facilities. The recommendations are reviewed, approved or modified by the finance committee.”

Form 990, Page 6, Part VI, Line 15B

“Compensation process for officers see above - mathison retirement community officers are not compensated”

Form 990, Page 6, Part VI, Line 19

“By appointment, inspection can be made at 1520 cooper hill rd, birmingham,”

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
Bruce Akins
Title
Mha - CFO
Phone
2059512442
Signed
2018-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Tomlin
Formed
2015
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
107

Preparer

Firm
Cooke Cameron Travis & Company Pc
Address
2109 DEVEREUX CIR, BIRMINGHAM, AL 35243
Preparer
Michael W Cooke
Phone
2059670101
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“A seventy -four unit assisted living facility in panama city, florida for the elderly and handicapped that provides affordable housing.”

Form 990, Part IX, Line 24E

“Repairs & maintenance 52,847 0 0 worker's compensation 49,427 0 0 misc taxes, licenses, ins 47,927 0 0 grounds upkeep 38,208 0 0 computer expense 33,889 0 0 cable 29,276 0 0 housekeeping supplies 22,143 0 0 professional services 21,219 0 0 miscellaneous 15,403 0 0 gas 14,236 0 0 medical supplies 12,900 0 0 telephone 11,040 0 0 licenses/membership dues 10,713 0 0 lease rental 8,382 0 0 trash removal 5,094 0 0 pest control 4,447 0 0 employee appreciation 3,786 0 0 auto expense & repairs 2,658 0 0 total 383,595 0 0”

Form 990, Part XI, Line 9

“Surplus cash transfer -441,597”

Raw XML AppendixShowing 400 of 443 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/ProgSrvcAccomActyOtherGrp/Desc0A SEVENTY -FOUR UNIT ASSISTED LIVING FACILITY IN PANAMA CITY, FLORIDA FOR THE ELDERLY AND HANDICAPPED THAT PROVIDES AFFORDABLE HOUSING.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05363
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0303
IRS990/PYOtherExpensesAmt01851607
IRS990/PYProgramServiceRevenueAmt03674810
IRS990/PYRevenuesLessExpensesAmt0451722
IRS990/PYSalariesCompEmpBnftPaidAmt01377147
IRS990/PYTotalExpensesAmt03228754
IRS990/PYTotalRevenueAmt03680476
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0427150
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03735758
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0696931
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0768197
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt047850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066278
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0307
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0304
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0143
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0754
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03724094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03680174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03661200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011065468
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0307
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0304
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0754
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt011131746
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03737159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03685537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03709050
IRS990ScheduleA/Total509Grp/TotalAmt011131746
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03737466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03685841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03709193
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011132500
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0233614
IRS990ScheduleD/EquipmentGrp/DepreciationAmt062033
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0295647
IRS990ScheduleD/ExpensesSubtotalAmt03310009
IRS990ScheduleD/LandGrp/BookValueAmt01480000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01480000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09704008
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0851663
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010555671
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt082093
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt123351
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE SECURITY DEPOSIT
IRS990ScheduleD/RevenueSubtotalAmt03737159
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011417622
IRS990ScheduleD/TotalExpensesPerForm990Amt03310009
IRS990ScheduleD/TotalLiabilityAmt0105444
IRS990ScheduleD/TotalRevenuePerForm990Amt03737159
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03737159
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03310009
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A SEVENTY -FOUR UNIT ASSISTED LIVING FACILITY IN PANAMA CITY, FLORIDA FOR THE ELDERLY AND HANDICAPPED THAT PROVIDES AFFORDABLE HOUSING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MATHISON RETIREMENT COMMUNITY HAS A HUD APPROVED MANAGEMENT CONTRACT WITH METHODIST HOME FO RTHE AGING (THE SPONSOR AND CONTROLLING ENTITY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS REVIEWED BY THE METHODIST HOME FOR THE AGING EXECUTIVE STAFF AND MATHISON RETIREMENT COMMUNITY OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL 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/ExplanationTxt4COMPENSATION PROCESS FOR TOP OFFICIAL THE FINANCE COMMITTEE OF THE BOARD OF THE METHODIST HOME FOR THE AGING SHALL SET THE COMPENSATION FOR THE EXECUTIVE STAFF. THE EXECUTIVE STAFF SHALL RECOMMEND COMPENSATION FOR KEY EMPLOYEES AND STAFF AT ALL THE FACILITIES. THE RECOMMENDATIONS ARE REVIEWED, APPROVED OR MODIFIED BY THE FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION PROCESS FOR OFFICERS SEE ABOVE - MATHISON RETIREMENT COMMUNITY OFFICERS ARE NOT COMPENSATED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BY APPOINTMENT, INSPECTION CAN BE MADE AT 1520 COOPER HILL RD, BIRMINGHAM,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7REPAIRS & MAINTENANCE 52,847 0 0 WORKER'S COMPENSATION 49,427 0 0 MISC TAXES, LICENSES, INS 47,927 0 0 GROUNDS UPKEEP 38,208 0 0 COMPUTER EXPENSE 33,889 0 0 CABLE 29,276 0 0 HOUSEKEEPING SUPPLIES 22,143 0 0 PROFESSIONAL SERVICES 21,219 0 0 MISCELLANEOUS 15,403 0 0 GAS 14,236 0 0 MEDICAL SUPPLIES 12,900 0 0 TELEPHONE 11,040 0 0 LICENSES/MEMBERSHIP DUES 10,713 0 0 LEASE RENTAL 8,382 0 0 TRASH REMOVAL 5,094 0 0 PEST CONTROL 4,447 0 0 EMPLOYEE APPRECIATION 3,786 0 0 AUTO EXPENSE & REPAIRS 2,658 0 0 TOTAL 383,595 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SURPLUS CASH TRANSFER -441,597
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0YES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630376518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LT CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01520 COOPER HILL RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035210
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0true
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0223102
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013524977
IRS990/TotalAssetsEOYAmt013421809
IRS990/TotalAssetsGrp/BOYAmt013524977
IRS990/TotalAssetsGrp/EOYAmt013421809
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt013065
IRS990/TotalEmployeeCnt0107
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0223102
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03086907
IRS990/TotalFunctionalExpensesGrp/TotalAmt03310009
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07808085
IRS990/TotalLiabilitiesEOYAmt07719364
IRS990/TotalLiabilitiesGrp/BOYAmt07808085
IRS990/TotalLiabilitiesGrp/EOYAmt07719364
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05716892
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05702445
IRS990/TotalProgramServiceExpensesAmt03086907
IRS990/TotalProgramServiceRevenueAmt03723787
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03724094
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03737159
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013524977
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013421809
IRS990/TravelGrp/ProgramServicesAmt0769
IRS990/TravelGrp/TotalAmt0769

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,421,809
Liabilities
$7,719,364
Net assets
$5,702,445
Revenue
$3,737,159
Expenses
$3,310,009
Net income
$427,150
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
2017Detailed filing. Detailed filing data is available for this year.$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