Civic Intelligence

Mathison Retirement Community

990 • Fiscal year 2022 • EIN 46-2392994

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

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.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

1.84x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

55th percentile

8.9%

Higher net margin than 55% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

52nd percentile

1.2%

Faster asset growth than 52% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

37th percentile

-2.4%

Faster revenue growth than 37% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$15,487,229

Up $187,834 (+1.2%) from 2021

Net Assets

Up

$7,706,201

Up $36,848 (+0.5%) from 2021

Liabilities

Up

$7,781,028

Up $150,986 (+2.0%) from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin55th percentile

Revenue

Down

$4,235,468

Down $103,203 (-2.4%) from 2021

Expenses

Down

$3,858,383

Down $7,278 (-0.2%) from 2021

Net Income

Down

$377,085

Down $95,925 (-20%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2022

Assets$15,487,229
Liabilities$7,781,028
Net Assets$7,706,201
Open 2022 Filing

Operations Trend

Revenue Growth37th 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

2022

Revenue$4,235,468
Expenses$3,858,383
Net Income$377,085
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$4,235,468
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$12,875,247$12,582,100▼ $293,147
Savings and Temporary Cash Investments$1,206,517$1,422,815▲ $216,298
Cash and Non-Interest-Bearing Accounts$626,011$728,279▲ $102,268
Prepaid Expenses and Deferred Charges$267,920$438,041▲ $170,121
Inventories for Sale or Use$7,072$7,368▲ $296
Accounts Receivable-$3,306-
Total Assets$15,299,395$15,487,229▲ $187,834
Other Assets Total$316,628$305,320▼ $11,308
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,930,838$6,783,084▼ $147,754
Accounts Payable and Accrued Expenses$510,590$839,243▲ $328,653
Other Liabilities$188,614$158,701▼ $29,913
Total Liabilities$7,630,042$7,781,028▲ $150,986
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,669,353$7,706,201▲ $36,848
Total Net Assets Fund Balance$7,669,353$7,706,201▲ $36,848
Total Liabilities and Net Assets / Fund Balance$15,299,395$15,487,229▲ $187,834

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,804,108$2,190,464$12,994,572
Land$1,450,400-$1,450,400
Equipment$280,306$240,934$521,240
Other Land Buildings$47,286$22,113$69,399
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Marty ClarkChair
Jamie SteeleVice 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
$35,704
Program Service Revenue
$4,196,326
Investment Income
$381
Other Revenue
$3,057
All Other Contributions
$35,704
Change in Net Assets
$377,085

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,235,468
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,235,468
Total Revenue per Form 990
$4,235,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,218,316
Salaries, Compensation, and Employee Benefits$1,640,067
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,436,774--$1,436,774
Occupancy$529,158--$529,158
Depreciation Depletion$444,318--$444,318
Fees for Services Management-$250,044-$250,044
Insurance$239,945--$239,945
Payroll Taxes$115,842--$115,842
Other Employee Benefits$87,451--$87,451
Other Expenses$77,758--$77,758
Fees for Services Accounting-$47,658-$47,658
All Other Expenses$44,335--$44,335
Information Technology$34,975--$34,975
Office Expenses$18,246--$18,246
Advertising$4,926--$4,926
Fees for Services Other$2,975--$2,975
Travel$1,765--$1,765
Total Functional Expenses$3,560,681$297,702$0$3,858,383

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,858,383
Total Expenses per Audited Statements$3,858,383
Total Expenses per Form 990$3,858,383
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$128,776
Refundable Security Deposit$29,925
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
Mike Faulkner
Title
CFO-mha
Phone
2059512442
Signed
2023-05-15
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
1200 CORPORATE DR SUITE 200, BIRMINGHAM, AL 35242
Preparer
John Santamour
Phone
2059915506
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Surplus cash transfer -340,237.”

Raw XML AppendixShowing 400 of 497 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/OtherExpensesGrp/ProgramServicesAmt1111220
IRS990/OtherExpensesGrp/ProgramServicesAmt298575
IRS990/OtherExpensesGrp/ProgramServicesAmt377758
IRS990/OtherExpensesGrp/TotalAmt0312418
IRS990/OtherExpensesGrp/TotalAmt1111220
IRS990/OtherExpensesGrp/TotalAmt298575
IRS990/OtherExpensesGrp/TotalAmt377758
IRS990/OtherLiabilitiesGrp/BOYAmt0188614
IRS990/OtherLiabilitiesGrp/EOYAmt0158701
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03057
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03057
IRS990/OtherRevenueTotalAmt03057
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01436774
IRS990/OtherSalariesAndWagesGrp/TotalAmt01436774
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0115842
IRS990/PayrollTaxesGrp/TotalAmt0115842
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0267920
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0438041
IRS990/PrincipalOfficerNm0BETTY SALTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04196326
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04196326
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt070605
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0511
IRS990/PYOtherExpensesAmt02229405
IRS990/PYOtherRevenueAmt0486447
IRS990/PYProgramServiceRevenueAmt03781108
IRS990/PYRevenuesLessExpensesAmt0473010
IRS990/PYSalariesCompEmpBnftPaidAmt01636256
IRS990/PYTotalExpensesAmt03865661
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04338671
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0377085
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04199383
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01206517
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01422815
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035704
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0811
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0107520
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0381
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0511
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0574
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0406
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0296
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02168
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04199384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03781108
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04029357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09081853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04346143
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt025437845
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0381
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0511
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0574
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0406
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0296
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02168
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt025545365
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04235088
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03851713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04030168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09081853
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04346543
IRS990ScheduleA/Total509Grp/TotalAmt025545365
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04235469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03852224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04030742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09082259
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04346839
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt025547533
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt010804108
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02190464
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012994572
IRS990ScheduleD/EquipmentGrp/BookValueAmt0280306
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0240934
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0521240
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03858383
IRS990ScheduleD/LandGrp/BookValueAmt01450400
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01450400
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt047286
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt022113
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt069399
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0128776
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt129925
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE SECURITY DEPOSIT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04235468
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012582100
IRS990ScheduleD/TotalExpensesPerForm990Amt03858383
IRS990ScheduleD/TotalLiabilityAmt0158701
IRS990ScheduleD/TotalRevenuePerForm990Amt04235468
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04235468
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03858383
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 -340,237.
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

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,487,229
Liabilities
$7,781,028
Net assets
$7,706,201
Revenue
$4,235,468
Expenses
$3,858,383
Net income
$377,085
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
2022Detailed filing. Detailed filing data is available for this year.$15.5$7.78$7.71$4.24$3.86$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$7.63$7.67$4.34$3.87$0.47
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$7.51$8.10$5.26$3.43$1.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$7.67$6.55$7.02$5.80$1.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$7.71$5.58$4.35$3.37$0.98
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $10M-$25M nonprofits