Civic Intelligence

Mathison Retirement Community

990 • Fiscal year 2020 • EIN 46-2392994

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 02, 2021

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

71st percentile

0.48x

Higher debt load relative to assets than 71% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

84th percentile

1.43x

Higher debt load relative to revenue than 84% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

85th percentile

35%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

58th percentile

9.7%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-25%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$15,611,900

Up $1,384,689 (+9.7%) from 2019

Net Assets

Up

$8,099,635

Up $1,546,754 (+24%) from 2019

Liabilities

Down

$7,512,265

Down $162,065 (-2.1%) from 2019

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin85th percentile

Revenue

Down

$5,257,770

Down $1,766,011 (-25%) from 2019

Expenses

Down

$3,425,381

Down $2,372,068 (-41%) from 2019

Net Income

Up

$1,832,389

Up $606,057 (+49%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2020

Assets$15,611,900
Liabilities$7,512,265
Net Assets$8,099,635
Open 2020 Filing

Operations Trend

Revenue Growth16th 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

2020

Revenue$5,257,770
Expenses$3,425,381
Net Income$1,832,389
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 2, 2021
Return Version
2019v5.2
Gross Receipts
$5,257,770
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$12,033,414$13,255,086▲ $1,221,672
Savings and Temporary Cash Investments$825,375$1,197,685▲ $372,310
Cash and Non-Interest-Bearing Accounts$251,753$593,343▲ $341,590
Prepaid Expenses and Deferred Charges$213,886$214,999▲ $1,113
Inventories for Sale or Use$7,754$22,132▲ $14,378
Accounts Receivable$20,967$719▼ $20,248
Total Assets$14,227,211$15,611,900▲ $1,384,689
Other Assets Total$874,062$327,936▼ $546,126
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,204,315$7,070,517▼ $133,798
Accounts Payable and Accrued Expenses$426,164$307,532▼ $118,632
Other Liabilities$43,851$134,216▲ $90,365
Total Liabilities$7,674,330$7,512,265▼ $162,065
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,552,881$8,099,635▲ $1,546,754
Total Net Assets Fund Balance$6,552,881$8,099,635▲ $1,546,754
Total Liabilities and Net Assets / Fund Balance$14,227,211$15,611,900▲ $1,384,689

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,505,302$1,445,849$12,951,151
Land$1,450,400-$1,450,400
Equipment$237,511$146,298$383,809
Other Land Buildings$61,873$7,527$69,400
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
Christopher TomlinMha-CEO
Bruce AkinsMha-CFO
Maudine HollowaySecretary
Buzz BarrettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$811
Program Service Revenue
$4,029,357
Investment Income
$574
Other Revenue
$1,227,028
All Other Contributions
$811
Change in Net Assets
$1,832,389

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,257,770
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,257,770
Total Revenue per Form 990
$5,257,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,982,091
Salaries, Compensation, and Employee Benefits$1,443,290
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,272,213--$1,272,213
Occupancy$673,610--$673,610
Depreciation Depletion$373,550--$373,550
Fees for Services Management-$241,567-$241,567
Payroll Taxes$98,368--$98,368
All Other Expenses$97,491--$97,491
Other Employee Benefits$72,709--$72,709
Other Expenses$52,159--$52,159
Insurance$51,949--$51,949
Office Expenses$7,744--$7,744
Advertising$4,783--$4,783
Total Functional Expenses$3,183,814$241,567$0$3,425,381

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,425,381
Total Expenses per Audited Statements$3,425,381
Total Expenses per Form 990$3,425,381
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$101,716
Refundable Security Deposit$32,500
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
W Bruce Akins
Title
CFO-mha
Phone
2059512442
Signed
2021-03-02
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
91
Volunteers
0

Preparer

Firm
Aprio Llp
Address
5 CONCOURSE PARKWAY SUITE 1000, ATLANTA, GA 30328
Preparer
Mike Cooke
Phone
4048929651
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Surplus cash transfer -285,635.”

Form 990, Part XI, Line 9

“Other changes in net assets explanation surplus cash transfer $-285,635”

Raw XML AppendixShowing 400 of 482 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/OtherRevenueTotalAmt01227028
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01272213
IRS990/OtherSalariesAndWagesGrp/TotalAmt01272213
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt098368
IRS990/PayrollTaxesGrp/TotalAmt098368
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0213886
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0214999
IRS990/PrincipalOfficerNm0BETTY SALTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04029357
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04029357
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-2057666
IRS990/PYOtherExpensesAmt04649320
IRS990/PYOtherRevenueAmt07077246
IRS990/PYProgramServiceRevenueAmt02004201
IRS990/PYRevenuesLessExpensesAmt01226332
IRS990/PYSalariesCompEmpBnftPaidAmt01148129
IRS990/PYTotalExpensesAmt05797449
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07023781
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01832389
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04029357
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0825375
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01197685
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0811
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019639
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0574
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0406
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0296
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0307
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0304
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01887
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04029357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09081853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04346143
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03724094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03680174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt024861621
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0574
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0406
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0296
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0307
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0304
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01887
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt024881260
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04030168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09081853
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04346543
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03737159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03685537
IRS990ScheduleA/Total509Grp/TotalAmt024881260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04030742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09082259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04346839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03737466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03685841
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt024883147
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt011505302
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01445849
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012951151
IRS990ScheduleD/EquipmentGrp/BookValueAmt0237511
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0146298
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0383809
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03425381
IRS990ScheduleD/LandGrp/BookValueAmt01450400
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01450400
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt061873
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07527
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt069400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0101716
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt132500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE SECURITY DEPOSIT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05257770
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013255086
IRS990ScheduleD/TotalExpensesPerForm990Amt03425381
IRS990ScheduleD/TotalLiabilityAmt0134216
IRS990ScheduleD/TotalRevenuePerForm990Amt05257770
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05257770
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03425381
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 -285,635.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER CHANGES IN NET ASSETS EXPLANATION SURPLUS CASH TRANSFER $-285,635
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:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 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/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
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0241567
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,611,900
Liabilities
$7,512,265
Net assets
$8,099,635
Revenue
$5,257,770
Expenses
$3,425,381
Net income
$1,832,389
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
2020Detailed filing. Detailed filing data is available for this year.$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