Civic Intelligence

Northfield Retirement Communities

990 • Fiscal year 2019 • EIN 47-0538957

May 01, 2018 to Apr 30, 2019 • Filed on Mar 13, 2020

Organization ProfileWWW.NORTHFIELDRETIREMENT.NET

View Organization Page

2100 Circle DriveScottsbluff, NE 69361

(308) 632-4342

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.53x

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

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

Liabilities / Revenue

78th percentile

0.88x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

56th percentile

4.7%

Higher net margin than 56% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

24th percentile

-2.2%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

72nd percentile

13%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$14,740,628

Down $332,285 (-2.2%) from 2018

Net Assets

Up

$6,918,313

Up $522,574 (+8.2%) from 2018

Liabilities

Down

$7,822,315

Down $854,859 (-9.9%) from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin56th percentile

Revenue

Up

$8,915,368

Up $1,030,905 (+13%) from 2018

Expenses

Up

$8,498,977

Up $543,240 (+6.8%) from 2018

Net Income

Up

$416,391

Up $487,665 (+684%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $18,998,094Liabilities 2011: $10,870,406Net Assets 2011: $8,127,6882011Assets 2012: $18,103,259Liabilities 2012: $10,990,637Net Assets 2012: $7,112,6222012Assets 2013: $18,765,306Liabilities 2013: $11,833,880Net Assets 2013: $6,931,4262013Assets 2014: $18,144,459Liabilities 2014: $11,225,697Net Assets 2014: $6,918,7622014Assets 2015: $18,077,869Liabilities 2015: $11,093,184Net Assets 2015: $6,984,6852015Assets 2016: $17,899,720Liabilities 2016: $10,532,174Net Assets 2016: $7,367,5462016Assets 2017: $15,908,871Liabilities 2017: $9,466,018Net Assets 2017: $6,442,8532017Assets 2018: $15,072,913Liabilities 2018: $8,677,174Net Assets 2018: $6,395,7392018Assets 2019: $14,740,628Liabilities 2019: $7,822,315Net Assets 2019: $6,918,3132019Assets 2020: $14,300,567Liabilities 2020: $7,553,403Net Assets 2020: $6,747,1642020Assets 2021: $14,822,529Liabilities 2021: $6,289,329Net Assets 2021: $8,533,2002021Assets 2022: $13,048,953Liabilities 2022: $5,320,443Net Assets 2022: $7,728,5102022Assets 2023: $14,909,324Liabilities 2023: $7,020,561Net Assets 2023: $7,888,7632023Assets 2024: $15,623,682Liabilities 2024: $7,613,707Net Assets 2024: $8,009,9752024Assets 2025: $16,490,003Liabilities 2025: $8,721,318Net Assets 2025: $7,768,6852025

Highlighted filing

2019

Assets$14,740,628
Liabilities$7,822,315
Net Assets$6,918,313
Open 2019 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $6,915,7462011Revenue 2012: $6,139,861Expenses 2012: $7,013,556Net Income 2012: -$873,6952012Expenses 2013: $7,386,5082013Revenue 2014: $7,120,586Expenses 2014: $7,363,301Net Income 2014: -$242,7152014Revenue 2015: $7,765,453Expenses 2015: $7,871,201Net Income 2015: -$105,7482015Revenue 2016: $8,542,238Expenses 2016: $8,007,373Net Income 2016: $534,8652016Revenue 2017: $7,024,547Expenses 2017: $8,312,714Net Income 2017: -$1,288,1672017Revenue 2018: $7,884,463Expenses 2018: $7,955,737Net Income 2018: -$71,2742018Revenue 2019: $8,915,368Expenses 2019: $8,498,977Net Income 2019: $416,3912019Revenue 2020: $8,893,975Expenses 2020: $8,664,623Net Income 2020: $229,3522020Revenue 2021: $9,326,858Expenses 2021: $8,573,005Net Income 2021: $753,8532021Revenue 2022: $9,168,864Expenses 2022: $9,598,103Net Income 2022: -$429,2392022Revenue 2023: $11,407,719Expenses 2023: $10,966,655Net Income 2023: $441,0642023Revenue 2024: $10,407,881Expenses 2024: $10,440,770Net Income 2024: -$32,8892024Revenue 2025: $11,117,428Expenses 2025: $11,383,449Net Income 2025: -$266,0212025

Highlighted filing

2019

Revenue$8,915,368
Expenses$8,498,977
Net Income$416,391
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Mar 13, 2020
Return Version
2018v3.1
Gross Receipts
$9,002,291
Mission and Program Overview

Mission

To offer life care and other quality retirement living choices for our community.

Providing life care facilities for occupants of 90 residential retirement apartments and 42 assisted living units, and nursing care to residents of the 66-bed health care facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,209,547$8,861,699▼ $347,848
Investments in Publicly Traded Securities$0$3,770,169▲ $3,770,169
Investments Other Securities$2,871,419$0▼ $2,871,419
Savings and Temporary Cash Investments$1,137,551$1,151,092▲ $13,541
Accounts Receivable$749,981$783,199▲ $33,218
Prepaid Expenses and Deferred Charges$87,724$90,751▲ $3,027
Inventories for Sale or Use$49,402$49,403▲ $1
Cash and Non-Interest-Bearing Accounts$30,000$24,003▼ $5,997
Other Notes and Loans Receivable, Net$3,085$6,063▲ $2,978
Total Assets$15,072,913$14,740,628▼ $332,285
Other Assets Total$934,204$4,249▼ $929,955
Liabilities
Deferred Revenue$7,236,937$6,008,769▼ $1,228,168
Accounts Payable and Accrued Expenses$657,116$691,211▲ $34,095
Unsecured Notes Loans Payable$0$600,000▲ $600,000
Mortgage Notes Payable Secured by Investment Property$599,015$448,209▼ $150,806
Other Liabilities$184,106$74,126▼ $109,980
Total Liabilities$8,677,174$7,822,315▼ $854,859
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,417,597$4,387,984▼ $29,613
Unrestricted Net Assets$1,978,142$2,530,329▲ $552,187
Total Net Assets Fund Balance$6,395,739$6,918,313▲ $522,574
Total Liabilities and Net Assets / Fund Balance$15,072,913$14,740,628▼ $332,285

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,086,388$8,339,058$16,425,446
Equipment$409,621$1,517,495$1,927,116
Land$266,629-$266,629
Other Land Buildings$99,061-$99,061

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$4,417,597$823▲ $281,242$289,000$4,387,984
2017$4,392,399$120,000▲ $351,252$446,054$4,417,597
2016$4,434,206$60,000▲ $481,243$583,050$4,392,399
2015$4,491,388$259▼ $39,576$17,865$4,434,206
2014$4,239,876$3,500▲ $266,577$18,565$4,491,388
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bill JohnsonCEOFT$99,820$7,493$107,313
Shaina StrickerCFOFT$64,487$11,650$76,137

Board Members and Trustees

NameTitle
Fred WurstPresident
Todd HolcombVice President
Anne BowmanBoard Member
Connie RusselBoard Member
David JenkinsBoard Member
Dr Ken JohnsonBoard Member
Gary HahnBoard Member
Jane SchanemanBoard Member
Mark SelveyBoard Member
Max MillerBoard Member
Steven ReisigBoard Member
William TrumbullBoard Member
Marvin CromSecretary
Sharyn WohlersTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Lux Travel Nurse INCTemporary Staffing13126 COOL BREEZE RD, Hot Springs, SD 57747$275,768
Branco INCCleaning ServicesPO BOX 2426, Scottsbluff, NE 69361$146,295
Medifis INCTemporary StaffingPO BOX 5068, New York, NY 10087-5068$128,803
Revenue and Support

Revenue Composition

Contributions and Grants
$48,788
Program Service Revenue
$8,633,168
Investment Income
$182,768
Other Revenue
$50,644
All Other Contributions
$48,788
Change in Net Assets
$416,391

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$48,460Fair Market Value
Total Noncash Contributions2$48,460-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,892,690
Revenue Not Reported on Financial Statements
$22,678
Revenue Not Reported on Form 990
$106,183
Total Revenue per Audited Statements
$8,998,873
Total Revenue per Form 990
$8,915,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,651,120
Other Expenses$3,847,857
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,231,160$453,973-$3,685,133
Occupancy$437,398$182,652-$620,050
Fees for Services Other$576,403$19,133-$595,536
Depreciation Depletion$522,355$15,766-$538,121
Other Employee Benefits$339,983$32,943-$372,926
Payroll Taxes$302,078$49,124-$351,202
Current Officers, Directors, Trustees, and Key Employees-$183,450-$183,450
Insurance-$160,685-$160,685
Office Expenses-$98,253-$98,253
Advertising$25$63,490-$63,515
Pension Plan Contributions$49,110$9,299-$58,409
Fees for Services Accounting-$47,122-$47,122
Interest-$30,693-$30,693
Fees for Services Legal-$27,025-$27,025
Fees for Service Investment Mgmnt Fees-$22,678-$22,678
Other Expenses$13,322$3,532-$16,854
All Other Expenses$7,768$1,105-$8,873
Travel$2,874$1,601-$4,475
Total Functional Expenses$6,913,383$1,585,594$0$8,498,977

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,498,977
Expenses per Audited Statements$8,476,299
Total Expenses per Audited Statements$8,476,299
Expenses Not Reported on Financial Statements$22,678
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
Endowment Deposits$39,497
Other Current Liabilities$34,629
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 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
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Resident councils elect resident representatives who sit on the board of directors. Resident councils have no voting power.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 was provided to the board prior to the return being filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“Board of directors monitor compliance with the conflict of interest policy.”

Form 990, Part VI, Section B, Line 15

“The board of directors set salary levels for all management-level employees including the executive director”

Form 990, Part VI, Section C, Line 19

“All of the organization's governing documents are available to the public for review upon request.”

Filing and Contact Details

Filer

Filer Name
Northfield Retirement Communities
EIN
47-0538957
Phone
3086324342
Address
2100 CIRCLE DRIVE, SCOTTSBLUFF, NE 69361

Signing Officer

Name
Jane Schaneman
Title
Board President
Phone
3086324342
Signed
2020-03-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane Schaneman
Formed
1970
Legal Domicile
Ne
Voting Board Members
14
Independent Board Members
14
Employees
223
Volunteers
0

Preparer

Firm
Casey Peterson Ltd
Address
909 ST JOSEPH ST STE 101, RAPID CITY, SD 57701
Preparer
Deidre Budahl CPA
Phone
6053481930
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“This process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“For the reduction and payment of any mortgage debt, bond indebtedness, or bank loan indebtedness. After payment of indebtedness, any sums remaining shall be held in a reserve account to be used for the following purposes: a) maintenance and repairs to any improvements or equipment owned by the nrc, b) renovation and remodeling of existing structures and/or construction of new facilities and purchase of new additional equipment, c) replacement of equipment, d) for any in-house training programs mandated by any regulatory entity to keep nurses and aides in compliance with regulations, and e) general repairs to grounds, streets, and sprinkler systems.”

PART X, LINE 2:

“The organization is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. The organization is not liable for income taxes if it operates within the confines of its exempt status, though the organization may be responsible for taxes on unrelated business activities. In the event of an examination of the income tax returns, the tax liability of the organization could be changed if an adjustment in the exempt purpose or income from unrelated business activities is ultimately determined by the taxing authorities. As of april 30, 2019, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The organization's income tax filings are subject to audit by various tax authorities. The organization is no longer subject to federal and state income tax examinations by taxing authorities for fiscal years before 2016. Management continually evaluates expiring statutes of limitation, audits, proposed settlements, changes in tax law and new authoritative rulings. The organization believes their estimates are appropriate based on current facts and circumstances. Interest and penalties assessed by income taxing authorities, if any, are included in interest expense.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment expenses netted against revenue in audited financial statements”

Raw XML AppendixShowing 400 of 634 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/Form990PartVIISectionAGrp/OtherCompensationAmt1511650
IRS990/Form990PartVIISectionAGrp/PersonNm0FRED WURST
IRS990/Form990PartVIISectionAGrp/PersonNm1TODD HOLCOMB
IRS990/Form990PartVIISectionAGrp/PersonNm2SHARYN WOHLERS
IRS990/Form990PartVIISectionAGrp/PersonNm3MARVIN CROM
IRS990/Form990PartVIISectionAGrp/PersonNm4GARY HAHN
IRS990/Form990PartVIISectionAGrp/PersonNm5CONNIE RUSSEL
IRS990/Form990PartVIISectionAGrp/PersonNm6MAX MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm7DR KEN JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm8MARK SELVEY
IRS990/Form990PartVIISectionAGrp/PersonNm9ANNE BOWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10WILLIAM TRUMBULL
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID JENKINS
IRS990/Form990PartVIISectionAGrp/PersonNm12STEVEN REISIG
IRS990/Form990PartVIISectionAGrp/PersonNm13JANE SCHANEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm14BILL JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm15SHAINA STRICKER
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/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1499820
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1564487
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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-2662
IRS990/GainOrLossGrp/SecuritiesAmt096469
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01521
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0179209
IRS990/GrossReceiptsAmt09002291
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0160685
IRS990/InsuranceGrp/TotalAmt0160685
IRS990/InterestGrp/ManagementAndGeneralAmt030693
IRS990/InterestGrp/TotalAmt030693
IRS990/InventoriesForSaleOrUseGrp/BOYAmt049402
IRS990/InventoriesForSaleOrUseGrp/EOYAmt049403
IRS990/InvestmentIncomeGrp/ExclusionAmt088961
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt088961
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02871419
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03770169
IRS990/IRPDocumentCnt038
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09856553
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09209547
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08861699
IRS990/LandBldgEquipCostOrOtherBssAmt018718252
IRS990/LegalDomicileStateCd0NE
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt04183
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt082740
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt050644
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt050644
IRS990/MissionDesc0TO OFFER LIFE CARE AND OTHER QUALITY RETIREMENT LIVING CHOICES FOR OUR COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0599015
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0448209
IRS990/NetAssetsOrFundBalancesBOYAmt06395739
IRS990/NetAssetsOrFundBalancesEOYAmt06918313
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt093807
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt093807
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0106183
IRS990/NoncashContributionsAmt048460
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0182652
IRS990/OccupancyGrp/ProgramServicesAmt0437398
IRS990/OccupancyGrp/TotalAmt0620050
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt098253
IRS990/OfficeExpensesGrp/TotalAmt098253
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0934204
IRS990/OtherAssetsTotalGrp/EOYAmt04249
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt032943
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0339983
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0372926
IRS990/OtherExpensesGrp/Desc0RESIDENT SERVICES
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc3LICENSES AND PERMITS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0117487
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13517
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt262066
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33532
IRS990/OtherExpensesGrp/ProgramServicesAmt01274095
IRS990/OtherExpensesGrp/ProgramServicesAmt1135307
IRS990/OtherExpensesGrp/ProgramServicesAmt221505
IRS990/OtherExpensesGrp/ProgramServicesAmt313322
IRS990/OtherExpensesGrp/TotalAmt01391582
IRS990/OtherExpensesGrp/TotalAmt1138824
IRS990/OtherExpensesGrp/TotalAmt283571
IRS990/OtherExpensesGrp/TotalAmt316854
IRS990/OtherLiabilitiesGrp/BOYAmt0184106
IRS990/OtherLiabilitiesGrp/EOYAmt074126
IRS990/OtherRevenueTotalAmt050644
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0453973
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03231160
IRS990/OtherSalariesAndWagesGrp/TotalAmt03685133
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03085
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt06063
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt049124
IRS990/PayrollTaxesGrp/ProgramServicesAmt0302078
IRS990/PayrollTaxesGrp/TotalAmt0351202
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09299
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt049110
IRS990/PensionPlanContributionsGrp/TotalAmt058409
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt087724
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt090751
IRS990/PrincipalOfficerNm0JANE SCHANEMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/Desc0MED CENTER FEES
IRS990/ProgramServiceRevenueGrp/Desc1MONTHLY RESIDENT FEES
IRS990/ProgramServiceRevenueGrp/Desc2ENTRANCE ENDOWMENTS
IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03662775
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13164842
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21737017
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt368534
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03662775
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13164842
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21737017
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt368534
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0121856
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0333761
IRS990/PYOtherExpensesAmt03723048
IRS990/PYOtherRevenueAmt051837
IRS990/PYProgramServiceRevenueAmt07377009
IRS990/PYRevenuesLessExpensesAmt0-71274
IRS990/PYSalariesCompEmpBnftPaidAmt04232689
IRS990/PYTotalExpensesAmt07955737
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07884463
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0416391
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08633168
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01137551
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01151092
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048788
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0121856
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0142193
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt077359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0106574
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0496770
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt088961
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0333761
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0121526

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Filings

Displayed year

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

Open filing
Assets
$14,740,628
Liabilities
$7,822,315
Net assets
$6,918,313
Revenue
$8,915,368
Expenses
$8,498,977
Net income
$416,391
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.5$8.72$7.77$11.1$11.4$0.27
2024Detailed filing. Detailed filing data is available for this year.$15.6$7.61$8.01$10.4$10.4$0.03
2023Detailed filing. Detailed filing data is available for this year.$14.9$7.02$7.89$11.4$11.0$0.44
2022Detailed filing. Detailed filing data is available for this year.$13.0$5.32$7.73$9.17$9.60$0.43
2021Detailed filing. Detailed filing data is available for this year.$14.8$6.29$8.53$9.33$8.57$0.75
2020Detailed filing. Detailed filing data is available for this year.$14.3$7.55$6.75$8.89$8.66$0.23
2019Detailed filing. Detailed filing data is available for this year.$14.7$7.82$6.92$8.92$8.50$0.42
2018Detailed filing. Detailed filing data is available for this year.$15.1$8.68$6.40$7.88$7.96$0.07
2017Summary only. Only limited summary data is available for this year.$15.9$9.47$6.44$7.02$8.31$1.29
2016Detailed filing. Detailed filing data is available for this year.$17.9$10.5$7.37$8.54$8.01$0.53
2015Detailed filing. Detailed filing data is available for this year.$18.1$11.1$6.98$7.77$7.87$0.11
2014Detailed filing. Detailed filing data is available for this year.$18.1$11.2$6.92$7.12$7.36$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.8$11.8$6.93$7.39
2012Summary only. Only limited summary data is available for this year.$18.1$11.0$7.11$6.14$7.01$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$10.9$8.13$6.92