Civic Intelligence

Mathison Retirement Community

990 • Fiscal year 2019 • EIN 46-2392994

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 08, 2019

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

75th percentile

0.54x

Higher debt load relative to assets than 75% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

1.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

61st percentile

7.0%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

62%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$14,227,211

Up $935,733 (+7.0%) from 2018

Net Assets

Up

$6,552,881

Up $971,956 (+17%) from 2018

Liabilities

Down

$7,674,330

Down $36,223 (-0.5%) from 2018

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin77th percentile

Revenue

Up

$7,023,781

Up $2,676,942 (+62%) from 2018

Expenses

Up

$5,797,449

Up $2,430,699 (+72%) from 2018

Net Income

Up

$1,226,332

Up $246,243 (+25%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2019

Assets$14,227,211
Liabilities$7,674,330
Net Assets$6,552,881
Open 2019 Filing

Operations Trend

Revenue Growth91st 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

2019

Revenue$7,023,781
Expenses$5,797,449
Net Income$1,226,332
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 8, 2019
Return Version
2018v3.2
Gross Receipts
$9,081,853
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$11,158,349$12,033,414▲ $875,065
Savings and Temporary Cash Investments$1,108,947$825,375▼ $283,572
Cash and Non-Interest-Bearing Accounts$494,946$251,753▼ $243,193
Prepaid Expenses and Deferred Charges$169,228$213,886▲ $44,658
Accounts Receivable-$20,967-
Inventories for Sale or Use$9,456$7,754▼ $1,702
Total Assets$13,291,478$14,227,211▲ $935,733
Other Assets Total$350,552$874,062▲ $523,510
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,248,713$7,204,315▼ $44,398
Accounts Payable and Accrued Expenses$356,298$426,164▲ $69,866
Other Liabilities$105,542$43,851▼ $61,691
Total Liabilities$7,710,553$7,674,330▼ $36,223
Net Assets / Fund Balance
Unrestricted Net Assets$5,580,925$6,552,881▲ $971,956
Total Net Assets Fund Balance$5,580,925$6,552,881▲ $971,956
Total Liabilities and Net Assets / Fund Balance$13,291,478$14,227,211▲ $935,733

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,293,448$1,118,064$11,411,512
Land$1,450,400-$1,450,400
Equipment$213,589$101,013$314,602
Other Land Buildings$75,977$7,047$83,024
Other Assets Org$7,644--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,004,201
Investment Income
$-2,057,666
Other Revenue
$7,077,246
Change in Net Assets
$1,226,332

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,023,781
Total Revenue per Audited Statements
$7,023,781
Total Revenue per Form 990
$7,023,781
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,649,320
Salaries, Compensation, and Employee Benefits$1,148,129
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,010,358--$1,010,358
Depreciation Depletion$311,506--$311,506
Interest$299,570--$299,570
All Other Expenses$211,148--$211,148
Fees for Services Management-$209,793-$209,793
Occupancy$198,942--$198,942
Insurance$170,515--$170,515
Payroll Taxes$73,618--$73,618
Other Employee Benefits$64,153--$64,153
Other Expenses$54,424$2,981,711-$54,424
Office Expenses$4,977--$4,977
Travel$2,144--$2,144
Advertising$356--$356
Total Functional Expenses$2,605,945$3,191,504$0$5,797,449

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,797,449
Total Expenses per Audited Statements$5,797,449
Total Expenses per Form 990$5,797,449
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
Refundable Security Deposit$43,552
Prepaid Revenue$299
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
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
2019-01-08
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
82

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 XI, Line 9

“Surplus cash transfer -254,376”

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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
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0423949
IRS990/PYOtherExpensesAmt01934232
IRS990/PYProgramServiceRevenueAmt03922490
IRS990/PYRevenuesLessExpensesAmt0980089
IRS990/PYSalariesCompEmpBnftPaidAmt01432518
IRS990/PYTotalExpensesAmt03366750
IRS990/PYTotalRevenueAmt04346839
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01226332
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02004201
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01108947
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0825375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt047850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066678
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0406
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0307
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0304
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0143
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01456
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09081853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04346143
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03724094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03680174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03661200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt024493464
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0406
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0296
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0307
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0304
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01456
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04346543
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03737159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03685537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03709050
IRS990ScheduleA/Total509Grp/TotalAmt024560142
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09082259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04346839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03737466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03685841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03709193
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt024561598
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt010293448
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01118064
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011411512
IRS990ScheduleD/EquipmentGrp/BookValueAmt0213589
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0101013
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0314602
IRS990ScheduleD/ExpensesSubtotalAmt05797449
IRS990ScheduleD/LandGrp/BookValueAmt01450400
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01450400
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0527174
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1339244
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt27644
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INSURANCE PROCEEDS RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEFERRED LOAN COSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2REFUNDS DUE TO RESIDENTS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt075977
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07047
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt083024
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt043552
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1299
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID REVENUE
IRS990ScheduleD/RevenueSubtotalAmt07023781
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012033414
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0874062
IRS990ScheduleD/TotalExpensesPerForm990Amt05797449
IRS990ScheduleD/TotalLiabilityAmt043851
IRS990ScheduleD/TotalRevenuePerForm990Amt07023781
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07023781
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05797449
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/ExplanationTxt7SURPLUS CASH TRANSFER -254,376
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 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/InvolvedAmt0209793
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,227,211
Liabilities
$7,674,330
Net assets
$6,552,881
Revenue
$7,023,781
Expenses
$5,797,449
Net income
$1,226,332
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
2019Detailed filing. Detailed filing data is available for this year.$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