Civic Intelligence

Mathison Retirement Community

990 • Fiscal year 2023 • EIN 46-2392994

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization ProfileN/A
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

74th percentile

0.47x

Higher debt load relative to assets than 74% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

1.46x

Higher debt load relative to revenue than 85% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

62nd percentile

9.4%

Higher net margin than 62% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

86th percentile

$384,204

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

13th percentile

-5.7%

Faster asset growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

12%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$14,598,753

Down $888,476 (-5.7%) from 2022

Net Assets

Down

$7,679,904

Down $26,297 (-0.3%) from 2022

Liabilities

Down

$6,918,849

Down $862,179 (-11%) from 2022

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin62nd percentile

Revenue

Up

$4,742,952

Up $507,484 (+12%) from 2022

Expenses

Up

$4,298,777

Up $440,394 (+11%) from 2022

Net Income

Up

$444,175

Up $67,090 (+18%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2023

Assets$14,598,753
Liabilities$6,918,849
Net Assets$7,679,904
Open 2023 Filing

Operations Trend

Revenue Growth62nd 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

2023

Revenue$4,742,952
Expenses$4,298,777
Net Income$444,175
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$4,742,952
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$12,582,100$12,294,446▼ $287,654
Cash and Non-Interest-Bearing Accounts$728,279$574,213▼ $154,066
Prepaid Expenses and Deferred Charges$438,041$479,628▲ $41,587
Savings and Temporary Cash Investments$1,422,815$166,930▼ $1,255,885
Accounts Receivable$3,306$28,660▲ $25,354
Inventories for Sale or Use$7,368$7,369▲ $1
Total Assets$15,487,229$14,598,753▼ $888,476
Other Assets Total$305,320$1,047,507▲ $742,187
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,783,084$6,327,762▼ $455,322
Accounts Payable and Accrued Expenses$839,243$380,689▼ $458,554
Other Liabilities$158,701$210,398▲ $51,697
Total Liabilities$7,781,028$6,918,849▼ $862,179
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,706,201$7,679,904▼ $26,297
Total Net Assets Fund Balance$7,706,201$7,679,904▼ $26,297
Total Liabilities and Net Assets / Fund Balance$15,487,229$14,598,753▼ $888,476

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,562,936$2,573,172$13,136,108
Land$1,450,400-$1,450,400
Equipment$241,115$297,270$538,385
Other Land Buildings$39,995$29,405$69,400
Other Assets Org$641,952--
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Marsha D ClarkChair
Christopher W TomlinPresident & CEO
Jamie W Steele JrVice Chair
Michael D GilesSenior Vice President & COO
Elizabeth M HuberTrustee
Robert C Scales SrTrustee
Robert L McKee IIITrustee
Samuel G SumnerTrustee
Tommy W PeacockTrustee
Maudine J HollowaySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,396
Program Service Revenue
$4,511,709
Investment Income
$765
Other Revenue
$227,082
All Other Contributions
$3,396
Change in Net Assets
$444,175

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,742,952
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,742,952
Total Revenue per Form 990
$4,742,952
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,474,429
Salaries, Compensation, and Employee Benefits$1,824,348
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,525,403--$1,525,403
Depreciation Depletion$446,336--$446,336
Insurance$374,027--$374,027
Occupancy$286,508--$286,508
Fees for Services Management-$274,553-$274,553
Other Employee Benefits$183,476--$183,476
Payroll Taxes$115,469--$115,469
Fees for Services Accounting$61,997--$61,997
Other Expenses$44,264--$44,264
All Other Expenses$40,347--$40,347
Information Technology$37,519--$37,519
Office Expenses$19,477--$19,477
Advertising$4,593--$4,593
Fees for Services Other$4,079--$4,079
Total Functional Expenses$4,024,224$274,553$0$4,298,777

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,298,777
Total Expenses per Audited Statements$4,298,777
Total Expenses per Form 990$4,298,777
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$176,973
Refundable Security Deposit$33,425
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 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. Compensation for officers-see above-Mathison Retirement Community officers are not compensated.”

Form 990, Part VI, Section C, line 19

“Governing documents 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
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher W Tomlin
Formed
2015
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
92
Volunteers
10

Preparer

Firm
Aprio LLP
Address
1200 Corporate Dr Suite 200, Birmingham, AL 35242
Preparer
Stacy Cullen
Phone
2059915506
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Surplus Cash Transfer -470,472.”

Form 990, Part XII, Line 2C:

“The Organization has not changed any processes from prior year.”

Financial Statement Notes

Part X, Line 2:

“Mathison is organized and operated exclusively for charitable, not-for-profit purposes. The Internal Revenue Service has, in prior years, issued its determination letter reflecting that Mathison is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. Therefore, no income tax provision has been included in the financial statements. Mathison is no longer subject to income tax examinations for fiscal years up to and including 2019.”

Raw XML AppendixShowing 400 of 555 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/BOYAmt0839243
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0380689
IRS990/AccountsReceivableGrp/BOYAmt03306
IRS990/AccountsReceivableGrp/EOYAmt028660
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To provide affordable housing to the elderly and handicapped.
IRS990/AdvertisingGrp/ProgramServicesAmt04593
IRS990/AdvertisingGrp/TotalAmt04593
IRS990/AllOtherContributionsAmt03396
IRS990/AllOtherExpensesGrp/ProgramServicesAmt040347
IRS990/AllOtherExpensesGrp/TotalAmt040347
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Mike Faulkner
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/BOYAmt0728279
IRS990/CashNonInterestBearingGrp/EOYAmt0574213
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03396
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0765
IRS990/CYOtherExpensesAmt02474429
IRS990/CYOtherRevenueAmt0227082
IRS990/CYProgramServiceRevenueAmt04511709
IRS990/CYRevenuesLessExpensesAmt0444175
IRS990/CYSalariesCompEmpBnftPaidAmt01824348
IRS990/CYTotalExpensesAmt04298777
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04742952
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0446336
IRS990/DepreciationDepletionGrp/TotalAmt0446336
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/ExpenseAmt04024224
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt061997
IRS990/FeesForServicesAccountingGrp/TotalAmt061997
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0274553
IRS990/FeesForServicesManagementGrp/TotalAmt0274553
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04079
IRS990/FeesForServicesOtherGrp/TotalAmt04079
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/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/PersonNm0Marsha D Clark
IRS990/Form990PartVIISectionAGrp/PersonNm1Jamie W Steele Jr
IRS990/Form990PartVIISectionAGrp/PersonNm2Maudine J Holloway
IRS990/Form990PartVIISectionAGrp/PersonNm3Elizabeth M Huber
IRS990/Form990PartVIISectionAGrp/PersonNm4Robert L McKee III
IRS990/Form990PartVIISectionAGrp/PersonNm5Tommy W Peacock
IRS990/Form990PartVIISectionAGrp/PersonNm6Robert C Scales Sr
IRS990/Form990PartVIISectionAGrp/PersonNm7Samuel G Sumner
IRS990/Form990PartVIISectionAGrp/PersonNm8Christopher W Tomlin
IRS990/Form990PartVIISectionAGrp/PersonNm9Michael D Giles
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8384204
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9282354
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9Senior Vice President & COO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04742952
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt037519
IRS990/InformationTechnologyGrp/TotalAmt037519
IRS990/InsuranceGrp/ProgramServicesAmt0374027
IRS990/InsuranceGrp/TotalAmt0374027
IRS990/InventoriesForSaleOrUseGrp/BOYAmt07368
IRS990/InventoriesForSaleOrUseGrp/EOYAmt07369
IRS990/InvestmentIncomeGrp/ExclusionAmt0765
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0765
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02899847
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012582100
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012294446
IRS990/LandBldgEquipCostOrOtherBssAmt015194293
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/BOYAmt06783084
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt06327762
IRS990/NetAssetsOrFundBalancesBOYAmt07706201
IRS990/NetAssetsOrFundBalancesEOYAmt07679904
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07706201
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07679904
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0286508
IRS990/OccupancyGrp/TotalAmt0286508
IRS990/OfficeExpensesGrp/ProgramServicesAmt019477
IRS990/OfficeExpensesGrp/TotalAmt019477
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0305320
IRS990/OtherAssetsTotalGrp/EOYAmt01047507
IRS990/OtherChangesInNetAssetsAmt0-470472
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0183476
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0183476
IRS990/OtherExpensesGrp/Desc0Other Assisted Living e
IRS990/OtherExpensesGrp/Desc1Financial Fees
IRS990/OtherExpensesGrp/Desc2Operating and Maintenan
IRS990/OtherExpensesGrp/Desc3Mortgage Insurance Prem
IRS990/OtherExpensesGrp/ProgramServicesAmt0446649
IRS990/OtherExpensesGrp/ProgramServicesAmt1301523
IRS990/OtherExpensesGrp/ProgramServicesAmt2132557
IRS990/OtherExpensesGrp/ProgramServicesAmt344264
IRS990/OtherExpensesGrp/TotalAmt0446649
IRS990/OtherExpensesGrp/TotalAmt1301523
IRS990/OtherExpensesGrp/TotalAmt2132557
IRS990/OtherExpensesGrp/TotalAmt344264
IRS990/OtherLiabilitiesGrp/BOYAmt0158701
IRS990/OtherLiabilitiesGrp/EOYAmt0210398
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0227082
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0227082
IRS990/OtherRevenueTotalAmt0227082
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01525403
IRS990/OtherSalariesAndWagesGrp/TotalAmt01525403
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0115469
IRS990/PayrollTaxesGrp/TotalAmt0115469
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0438041
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0479628
IRS990/PrincipalOfficerNm0Christopher W Tomlin
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Revenu
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04511709
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04511709
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt035704
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0381
IRS990/PYOtherExpensesAmt02218316
IRS990/PYOtherRevenueAmt03057
IRS990/PYProgramServiceRevenueAmt04196326
IRS990/PYRevenuesLessExpensesAmt0377085
IRS990/PYSalariesCompEmpBnftPaidAmt01640067
IRS990/PYTotalExpensesAmt03858383
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04235468
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0444175
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04738791
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01422815
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0166930
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035704
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0811
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0110516
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0765
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0381
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0511
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0574
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0406
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02637
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04511709
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04199384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03781108
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04029357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09081853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt025603411
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0765
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0381
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0511
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0574
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0406
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02637
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0227082
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0227082
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99110
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt025713927
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04515105
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04235088
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03851713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04030168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09081853
IRS990ScheduleA/Total509Grp/TotalAmt025713927
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04742952
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04235469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03852224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04030742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09082259
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt025943646
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt010562936
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02573172
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013136108
IRS990ScheduleD/EquipmentGrp/BookValueAmt0241115
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0297270
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0538385
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04298777
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01450400
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01450400
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt078106
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1327449
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2641952
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Tenant Security Deposits
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Residual Reserves
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Replacement Reserves
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt039995
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt029405
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt069400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0176973
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt133425
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Prepaid Revenue
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Refundable Security Deposit
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04742952
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Mathison is organized and operated exclusively for charitable, not-for-profit purposes. The Internal Revenue Service has, in prior years, issued its determination letter reflecting that Mathison is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. Therefore, no income tax provision has been included in the financial statements. Mathison is no longer subject to income tax examinations for fiscal years up to and including 2019.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012294446
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01047507
IRS990ScheduleD/TotalExpensesPerForm990Amt04298777
IRS990ScheduleD/TotalLiabilityAmt0210398
IRS990ScheduleD/TotalRevenuePerForm990Amt04742952
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04742952
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04298777
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0384204
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1282354
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,598,753
Liabilities
$6,918,849
Net assets
$7,679,904
Revenue
$4,742,952
Expenses
$4,298,777
Net income
$444,175
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
2023Detailed filing. Detailed filing data is available for this year.$14.6$6.92$7.68$4.74$4.30$0.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$7.78$7.71$4.24$3.86$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$7.63$7.67$4.34$3.87$0.47
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$7.51$8.10$5.26$3.43$1.83
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$7.67$6.55$7.02$5.80$1.23
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