Civic Intelligence

Mathison Retirement Community

990 • Fiscal year 2021 • EIN 46-2392994

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 19, 2022

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

76th percentile

0.50x

Higher debt load relative to assets than 76% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

87th percentile

1.76x

Higher debt load relative to revenue than 87% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

47th percentile

11%

Higher net margin than 47% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

17th percentile

-2.0%

Faster asset growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-17%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$15,299,395

Down $312,505 (-2.0%) from 2020

Net Assets

Down

$7,669,353

Down $430,282 (-5.3%) from 2020

Liabilities

Up

$7,630,042

Up $117,777 (+1.6%) from 2020

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin47th percentile

Revenue

Down

$4,338,671

Down $919,099 (-17%) from 2020

Expenses

Up

$3,865,661

Up $440,280 (+13%) from 2020

Net Income

Down

$473,010

Down $1,359,379 (-74%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2021

Assets$15,299,395
Liabilities$7,630,042
Net Assets$7,669,353
Open 2021 Filing

Operations Trend

Revenue Growth13th 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

2021

Revenue$4,338,671
Expenses$3,865,661
Net Income$473,010
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 19, 2022
Return Version
2020v4.2
Gross Receipts
$4,338,671
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$13,255,086$12,875,247▼ $379,839
Savings and Temporary Cash Investments$1,197,685$1,206,517▲ $8,832
Cash and Non-Interest-Bearing Accounts$593,343$626,011▲ $32,668
Prepaid Expenses and Deferred Charges$214,999$267,920▲ $52,921
Inventories for Sale or Use$22,132$7,072▼ $15,060
Accounts Receivable$719$0▼ $719
Total Assets$15,611,900$15,299,395▼ $312,505
Other Assets Total$327,936$316,628▼ $11,308
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,070,517$6,930,838▼ $139,679
Accounts Payable and Accrued Expenses$307,532$510,590▲ $203,058
Other Liabilities$134,216$188,614▲ $54,398
Total Liabilities$7,512,265$7,630,042▲ $117,777
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,099,635$7,669,353▼ $430,282
Total Net Assets Fund Balance$8,099,635$7,669,353▼ $430,282
Total Liabilities and Net Assets / Fund Balance$15,611,900$15,299,395▼ $312,505

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,153,695$1,817,002$12,970,697
Land$1,450,400-$1,450,400
Equipment$216,572$188,680$405,252
Other Land Buildings$54,580$14,820$69,400
Compensation and Service Providers
Top Officer Pay14th percentile

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
Bobby ScalesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,605
Program Service Revenue
$3,781,108
Investment Income
$511
Other Revenue
$486,447
All Other Contributions
$70,605
Change in Net Assets
$473,010

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,338,671
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,338,671
Total Revenue per Form 990
$4,338,671
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,229,405
Salaries, Compensation, and Employee Benefits$1,636,256
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,437,617--$1,437,617
Occupancy$718,125--$718,125
Depreciation Depletion$420,828--$420,828
Fees for Services Management-$229,426-$229,426
Payroll Taxes$108,019--$108,019
Insurance$98,770--$98,770
Other Employee Benefits$90,620--$90,620
Fees for Services Accounting-$51,091-$51,091
Other Expenses$48,840--$48,840
Interest$14,007--$14,007
All Other Expenses$8,945--$8,945
Office Expenses$6,962--$6,962
Advertising$2,439--$2,439
Travel$1,153--$1,153
Total Functional Expenses$3,585,144$280,517$0$3,865,661

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,865,661
Total Expenses per Audited Statements$3,865,661
Total Expenses per Form 990$3,865,661
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$160,542
Refundable Security Deposit$28,072
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
2022-04-19
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
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 -903,292.”

Raw XML AppendixShowing 400 of 491 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/BOYAmt0307532
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0510590
IRS990/AccountsReceivableGrp/BOYAmt0719
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE AFFORDABLE HOUSING TO THE ELDERLY AND HANDICAPPED.
IRS990/AdvertisingGrp/ProgramServicesAmt02439
IRS990/AdvertisingGrp/TotalAmt02439
IRS990/AllOtherContributionsAmt070605
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08945
IRS990/AllOtherExpensesGrp/TotalAmt08945
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0W BRUCE AKINS
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/BOYAmt0593343
IRS990/CashNonInterestBearingGrp/EOYAmt0626011
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt070605
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0511
IRS990/CYOtherExpensesAmt02229405
IRS990/CYOtherRevenueAmt0486447
IRS990/CYProgramServiceRevenueAmt03781108
IRS990/CYRevenuesLessExpensesAmt0473010
IRS990/CYSalariesCompEmpBnftPaidAmt01636256
IRS990/CYTotalExpensesAmt03865661
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04338671
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0420828
IRS990/DepreciationDepletionGrp/TotalAmt0420828
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/ExpenseAmt03585144
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt051091
IRS990/FeesForServicesAccountingGrp/TotalAmt051091
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0229426
IRS990/FeesForServicesManagementGrp/TotalAmt0229426
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/PersonNm6TOM HAMMONS JR
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/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04338671
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt098770
IRS990/InsuranceGrp/TotalAmt098770
IRS990/InterestGrp/ProgramServicesAmt014007
IRS990/InterestGrp/TotalAmt014007
IRS990/InventoriesForSaleOrUseGrp/BOYAmt022132
IRS990/InventoriesForSaleOrUseGrp/EOYAmt07072
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0511
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0511
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02020502
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013255086
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012875247
IRS990/LandBldgEquipCostOrOtherBssAmt014895749
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/BOYAmt07070517
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt06930838
IRS990/NetAssetsOrFundBalancesBOYAmt08099635
IRS990/NetAssetsOrFundBalancesEOYAmt07669353
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08099635
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07669353
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0718125
IRS990/OccupancyGrp/TotalAmt0718125
IRS990/OfficeExpensesGrp/ProgramServicesAmt06962
IRS990/OfficeExpensesGrp/TotalAmt06962
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0327936
IRS990/OtherAssetsTotalGrp/EOYAmt0316628
IRS990/OtherChangesInNetAssetsAmt0-903292
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt090620
IRS990/OtherEmployeeBenefitsGrp/TotalAmt090620
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/Desc1FOOD
IRS990/OtherExpensesGrp/Desc2MISC OPERATING AND MAIN
IRS990/OtherExpensesGrp/Desc3DIETARY SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0273096
IRS990/OtherExpensesGrp/ProgramServicesAmt1259871
IRS990/OtherExpensesGrp/ProgramServicesAmt295852
IRS990/OtherExpensesGrp/ProgramServicesAmt348840
IRS990/OtherExpensesGrp/TotalAmt0273096
IRS990/OtherExpensesGrp/TotalAmt1259871
IRS990/OtherExpensesGrp/TotalAmt295852
IRS990/OtherExpensesGrp/TotalAmt348840
IRS990/OtherLiabilitiesGrp/BOYAmt0134216
IRS990/OtherLiabilitiesGrp/EOYAmt0188614
IRS990/OtherRevenueMiscGrp/Desc0PROCEEDS FROM INSURANC
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0486447
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0486447
IRS990/OtherRevenueTotalAmt0486447
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01437617
IRS990/OtherSalariesAndWagesGrp/TotalAmt01437617
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0108019
IRS990/PayrollTaxesGrp/TotalAmt0108019
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0214999
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0267920
IRS990/PrincipalOfficerNm0BETTY SALTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03781108
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03781108
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0811
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0574
IRS990/PYOtherExpensesAmt01982091
IRS990/PYOtherRevenueAmt01227028
IRS990/PYProgramServiceRevenueAmt04029357
IRS990/PYRevenuesLessExpensesAmt01832389
IRS990/PYSalariesCompEmpBnftPaidAmt01443290
IRS990/PYTotalExpensesAmt03425381
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05257770
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0473010
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04268066
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01197685
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01206517
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0811
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt084881
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0511
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0574
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0406
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0296
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0307
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03781108
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04029357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09081853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04346143
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03724094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt024962555
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0511
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0574
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0406
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0296
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0307
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02094
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt025047436
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03851713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04030168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt09081853
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04346543
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03737159
IRS990ScheduleA/Total509Grp/TotalAmt025047436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03852224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04030742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09082259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04346839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03737466
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt025049530
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt011153695
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01817002
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012970697
IRS990ScheduleD/EquipmentGrp/BookValueAmt0216572
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0188680
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0405252
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03865661
IRS990ScheduleD/LandGrp/BookValueAmt01450400
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01450400
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt054580
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014820
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt069400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0160542
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt128072
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE SECURITY DEPOSIT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04338671
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012875247
IRS990ScheduleD/TotalExpensesPerForm990Amt03865661
IRS990ScheduleD/TotalLiabilityAmt0188614
IRS990ScheduleD/TotalRevenuePerForm990Amt04338671
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04338671
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03865661
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 -903,292.
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
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,299,395
Liabilities
$7,630,042
Net assets
$7,669,353
Revenue
$4,338,671
Expenses
$3,865,661
Net income
$473,010
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
2021Detailed filing. Detailed filing data is available for this year.$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