Civic Intelligence

Mathison Retirement Community

990 • Fiscal year 2018 • EIN 46-2392994

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 25, 2018

Organization ProfileNA
1520 Cooper Hill RoadBirmingham, AL 35210

(205) 951-2442

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$13,291,478

Flat from 2018

Net Assets

Flat

$5,580,925

Flat from 2018

Liabilities

Flat

$7,710,553

Flat from 2018

Revenue And Expenses

Revenue

Flat

$4,346,839

Flat from 2018

Expenses

Flat

$3,366,750

Flat from 2018

Net Income

Flat

$980,089

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$13,291,478
Liabilities$7,710,553
Net Assets$5,580,925
Open 2018 Filing

Operations Trend

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 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

2018

Revenue$4,346,839
Expenses$3,366,750
Net Income$980,089
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 25, 2018
Return Version
2017v2.3
Gross Receipts
$4,493,186
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$11,417,622$11,158,349▼ $259,273
Savings and Temporary Cash Investments$768,197$1,108,947▲ $340,750
Cash and Non-Interest-Bearing Accounts$740,266$494,946▼ $245,320
Prepaid Expenses and Deferred Charges$125,142$169,228▲ $44,086
Inventories for Sale or Use$8,338$9,456▲ $1,118
Accounts Receivable$384--
Total Assets$13,421,809$13,291,478▼ $130,331
Other Assets Total$361,860$350,552▼ $11,308
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,361,331$7,248,713▼ $112,618
Accounts Payable and Accrued Expenses$252,589$356,298▲ $103,709
Other Liabilities$105,444$105,542▲ $98
Total Liabilities$7,719,364$7,710,553▼ $8,811
Net Assets / Fund Balance
Unrestricted Net Assets$5,702,445$5,580,925▼ $121,520
Total Net Assets Fund Balance$5,702,445$5,580,925▼ $121,520
Total Liabilities and Net Assets / Fund Balance$13,421,809$13,291,478▼ $130,331

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,488,596$1,155,719$10,644,315
Land$1,450,400-$1,450,400
Equipment$219,353$93,471$312,824
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marty ClarkChair
VacantVice Chair
Betty SalterTrustee
Bob MckeeTrustee
Dianne GriswoldTrustee
Pete ComfortTrustee
Sam SumnerTrustee
Tom Hammons JrTrustee
Bruce AkinsMha - CFO
Christopher TomlinMha- CEO
Maudine HollowaySeretary
Buzz BarrettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$400
Program Service Revenue
$3,922,490
Investment Income
$423,949
Other Revenue
$0
All Other Contributions
$400
Change in Net Assets
$980,089

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,346,839
Total Revenue per Audited Statements
$4,346,839
Total Revenue per Form 990
$4,346,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,934,232
Salaries, Compensation, and Employee Benefits$1,432,518
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,255,957--$1,255,957
All Other Expenses$363,518--$363,518
Depreciation Depletion$335,493--$335,493
Interest$314,677--$314,677
Fees for Services Management-$235,371-$235,371
Insurance$101,907--$101,907
Payroll Taxes$91,895--$91,895
Other Employee Benefits$84,666--$84,666
Other Expenses$60,824--$60,824
Advertising$4,565--$4,565
Office Expenses$4,316--$4,316
Travel$461--$461
Total Functional Expenses$3,131,379$235,371$0$3,366,750

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,366,750
Total Expenses per Audited Statements$3,366,750
Total Expenses per Form 990$3,366,750
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$68,542
Refundable Security Deposit$37,000
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
Christopher Tomlin
Title
Mha- CEO
Phone
2059512442
Signed
2018-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betty Salter
Formed
2015
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
104

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

“Misc taxes, licenses, ins 48,146 0 0 repairs & maintenance 44,205 0 0 water 43,091 0 0 grounds upkeep 31,315 0 0 computer expense 30,939 0 0 professional services 25,088 0 0 cable 24,202 0 0 pharmacy purchased svc 16,368 0 0 gas 15,651 0 0 telephone 15,192 0 0 medical supplies 13,028 0 0 housekeeping supplies 9,997 0 0 furnishings and decoratio 7,611 0 0 licenses/membership dues 6,401 0 0 lease rental 6,231 0 0 trash removal 5,528 0 0 pest control 4,911 0 0 auto expense & repairs 4,583 0 0 litigation losses 3,905 0 0 miscellaneous 3,727 0 0 employee appreciation 1,719 0 0 fire alarm repair 1,680 0 0 total 363,518 0 0”

Form 990, Part XI, Line 9

“Surplus cash transfer -1,101,609”

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IRS990/PYRevenuesLessExpensesAmt0427150
IRS990/PYSalariesCompEmpBnftPaidAmt01391676
IRS990/PYTotalExpensesAmt03310009
IRS990/PYTotalRevenueAmt03737159
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0980089
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03922490
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0768197
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01108947
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066678
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0296
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0307
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0304
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0143
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04346143
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03724094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03680174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03661200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015411611
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0296
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0307
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0304
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01050
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt015478289
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04346543
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03737159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03685537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03709050
IRS990ScheduleA/Total509Grp/TotalAmt015478289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04346839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03737466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03685841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03709193
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt015479339
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0219353
IRS990ScheduleD/EquipmentGrp/DepreciationAmt093471
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0312824
IRS990ScheduleD/ExpensesSubtotalAmt03366750
IRS990ScheduleD/LandGrp/BookValueAmt01450400
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01450400
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09488596
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01155719
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010644315
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt068542
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt137000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE SECURITY DEPOSIT
IRS990ScheduleD/RevenueSubtotalAmt04346839
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011158349
IRS990ScheduleD/TotalExpensesPerForm990Amt03366750
IRS990ScheduleD/TotalLiabilityAmt0105542
IRS990ScheduleD/TotalRevenuePerForm990Amt04346839
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04346839
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03366750
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/ExplanationTxt7MISC TAXES, LICENSES, INS 48,146 0 0 REPAIRS & MAINTENANCE 44,205 0 0 WATER 43,091 0 0 GROUNDS UPKEEP 31,315 0 0 COMPUTER EXPENSE 30,939 0 0 PROFESSIONAL SERVICES 25,088 0 0 CABLE 24,202 0 0 PHARMACY PURCHASED SVC 16,368 0 0 GAS 15,651 0 0 TELEPHONE 15,192 0 0 MEDICAL SUPPLIES 13,028 0 0 HOUSEKEEPING SUPPLIES 9,997 0 0 FURNISHINGS AND DECORATIO 7,611 0 0 LICENSES/MEMBERSHIP DUES 6,401 0 0 LEASE RENTAL 6,231 0 0 TRASH REMOVAL 5,528 0 0 PEST CONTROL 4,911 0 0 AUTO EXPENSE & REPAIRS 4,583 0 0 LITIGATION LOSSES 3,905 0 0 MISCELLANEOUS 3,727 0 0 EMPLOYEE APPRECIATION 1,719 0 0 FIRE ALARM REPAIR 1,680 0 0 TOTAL 363,518 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SURPLUS CASH TRANSFER -1,101,609
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/InvolvedAmt0235371
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/TotalAssetsBOYAmt013421809
IRS990/TotalAssetsEOYAmt013291478
IRS990/TotalAssetsGrp/BOYAmt013421809
IRS990/TotalAssetsGrp/EOYAmt013291478
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0400
IRS990/TotalEmployeeCnt0104
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0235371
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03131379

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,291,478
Liabilities
$7,710,553
Net assets
$5,580,925
Revenue
$4,346,839
Expenses
$3,366,750
Net income
$980,089
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
2018Detailed filing. Detailed filing data is available for this year.$13.3$7.71$5.58$4.35$3.37$0.98
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