Civic Intelligence

The Lorelton Foundation

EIN 51-0284276 • 501(c)3 • Wilmington, DE

Profile

The primary purpose of the organization is to provide housing and services to the elderly.

1201 North Orange Street 700Wilmington, DE 19801

www.lorelton.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

1.34x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

2.16x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

52nd percentile

5.6%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

58th percentile

7.5%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

0.9%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$9,252,725

Up $643,622 (+7.5%) from 2023

Liabilities

Up

$12,375,679

Up $3,453,896 (+39%) from 2023

Net Assets

Down

-$3,122,954

Down $2,810,274 (-899%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin52nd percentile

Revenue

Up

$5,719,763

Up $49,243 (+0.9%) from 2023

Expenses

Up

$5,400,036

Up $531,541 (+11%) from 2023

Net Income

Down

$319,727

Down $482,298 (-60%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0-$5.0MAssets 2010: $4,656,217Liabilities 2010: $6,794,840Net Assets 2010: -$2,138,6232010Assets 2011: $4,701,574Liabilities 2011: $6,886,658Net Assets 2011: -$2,185,0842011Assets 2012: $4,788,152Liabilities 2012: $6,863,448Net Assets 2012: -$2,075,2962012Assets 2013: $4,956,821Liabilities 2013: $7,112,899Net Assets 2013: -$2,156,0782013Assets 2014: $4,910,660Liabilities 2014: $7,240,025Net Assets 2014: -$2,329,3652014Assets 2015: $4,392,333Liabilities 2015: $7,202,518Net Assets 2015: -$2,810,1852015Assets 2016: $4,434,055Liabilities 2016: $7,309,685Net Assets 2016: -$2,875,6302016Assets 2017: $6,409,000Liabilities 2017: $9,411,426Net Assets 2017: -$3,002,4262017Assets 2018: $6,675,689Liabilities 2018: $9,324,078Net Assets 2018: -$2,648,3892018Assets 2019: $6,534,950Liabilities 2019: $9,138,434Net Assets 2019: -$2,603,4842019Assets 2020: $6,904,153Liabilities 2020: $8,636,456Net Assets 2020: -$1,732,3032020Assets 2021: $8,242,820Liabilities 2021: $8,673,219Net Assets 2021: -$430,3992021Assets 2022: $7,705,867Liabilities 2022: $8,820,572Net Assets 2022: -$1,114,7052022Assets 2023: $8,609,103Liabilities 2023: $8,921,783Net Assets 2023: -$312,6802023Assets 2024: $9,252,725Liabilities 2024: $12,375,679Net Assets 2024: -$3,122,9542024

Highlighted filing

2024

Assets$9,252,725
Liabilities$12,375,679
Net Assets-$3,122,954
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,053,9892010Expenses 2011: $3,226,5152011Expenses 2012: $3,393,8382012Revenue 2013: $3,525,342Expenses 2013: $3,606,124Net Income 2013: -$80,7822013Revenue 2014: $3,476,569Expenses 2014: $3,649,856Net Income 2014: -$173,2872014Revenue 2015: $3,282,835Expenses 2015: $3,625,811Net Income 2015: -$342,9762015Revenue 2016: $3,685,337Expenses 2016: $3,749,693Net Income 2016: -$64,3562016Revenue 2017: $3,814,409Expenses 2017: $3,941,205Net Income 2017: -$126,7962017Revenue 2018: $4,817,205Expenses 2018: $4,463,168Net Income 2018: $354,0372018Revenue 2019: $4,857,152Expenses 2019: $4,799,367Net Income 2019: $57,7852019Revenue 2020: $5,624,941Expenses 2020: $4,751,455Net Income 2020: $873,4862020Revenue 2021: $6,129,821Expenses 2021: $4,827,917Net Income 2021: $1,301,9042021Revenue 2022: $4,125,204Expenses 2022: $4,809,510Net Income 2022: -$684,3062022Revenue 2023: $5,670,520Expenses 2023: $4,868,495Net Income 2023: $802,0252023Revenue 2024: $5,719,763Expenses 2024: $5,400,036Net Income 2024: $319,7272024

Highlighted filing

2024

Revenue$5,719,763
Expenses$5,400,036
Net Income$319,727
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$9,252,725
Liabilities
$12,375,679
Net assets
-$3,122,954
Revenue
$5,719,763
Expenses
$5,400,036
Net income
$319,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.25$12.4$3.12$5.72$5.40$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.61$8.92$0.31$5.67$4.87$0.80
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.71$8.82$1.11$4.13$4.81$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.24$8.67$0.43$6.13$4.83$1.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.90$8.64$1.73$5.62$4.75$0.87
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.53$9.14$2.60$4.86$4.80$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.68$9.32$2.65$4.82$4.46$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.41$9.41$3.00$3.81$3.94$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.43$7.31$2.88$3.69$3.75$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$7.20$2.81$3.28$3.63$0.34
2014Detailed filing. Detailed filing data is available for this year.$4.91$7.24$2.33$3.48$3.65$0.17
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.96$7.11$2.16$3.53$3.61$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$6.86$2.08$3.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$6.89$2.19$3.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$6.79$2.14$3.05
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$4,125,204
Mission and Program Overview

Mission

The primary purpose of the organization is to provide housing and services to the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,612,715$5,481,594▼ $131,121
Loans From Officers Directors$4,901,155$5,133,959▲ $232,804
Savings and Temporary Cash Investments$1,403,149$2,133,911▲ $730,762
Accounts Receivable$60,846$39,350▼ $21,496
Cash and Non-Interest-Bearing Accounts$63,009$37,716▼ $25,293
Prepaid Expenses and Deferred Charges$108,363$13,296▼ $95,067
Total Assets$8,242,820$7,705,867▼ $536,953
Other Assets Total$994,738$0▼ $994,738
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,344,137$3,170,252▼ $173,885
Accounts Payable and Accrued Expenses$186,772$258,389▲ $71,617
Other Liabilities$237,750$247,500▲ $9,750
Deferred Revenue$3,405$10,472▲ $7,067
Total Liabilities$8,673,219$8,820,572▲ $147,353
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-430,399$-1,114,705▼ $684,306
Total Net Assets Fund Balance$-430,399$-1,114,705▼ $684,306
Total Liabilities and Net Assets / Fund Balance$8,242,820$7,705,867▼ $536,953

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,661,669$3,963,855$8,625,524
Land$790,000-$790,000
Equipment$9,557$285,443$295,000
Other Land Buildings$20,368$106,968$127,336
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
David ParkinsonExecutive DirectorFT$135,900$27,823$163,723

Board Members and Trustees

NameTitle
Richard E StatPresident/secretary/treasurer
David HubbleDirector
David StatDirector
Joanne StatDirector
Lauren StatDirector
Linda StatDirector
Michael StatDirector
Ran JinAssistant Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
US FoodsFood Service9399 WEST HIGGINS ROAD SUITE 100, Rosemont, IL 60018$187,045
Revenue and Support

Revenue Composition

Contributions and Grants
$49,231
Program Service Revenue
$4,056,371
Investment Income
$19,602
Other Revenue
$0
All Other Contributions
$1,199
Change in Net Assets
$-684,306

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,125,204
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,125,204
Total Revenue per Form 990
$4,125,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,775,569
Other Expenses$2,033,941
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,973,782$264,672-$2,238,454
Depreciation Depletion$401,461$4,002-$405,463
Interest$348,022$22,160-$370,182
Payroll Taxes$168,704$22,743-$191,447
Fees for Services Other$24,332$158,280-$182,612
Other Employee Benefits$116,256$65,689-$181,945
Insurance$170,573$10,949-$181,522
Occupancy$173,687$1,782-$175,469
Current Officers, Directors, Trustees, and Key Employees$144,052$19,671-$163,723
Office Expenses$37,017$71,921-$108,938
Fees for Services Legal-$33,179-$33,179
Other Expenses$23,285$1,705-$23,285
Fees for Services Accounting-$21,250-$21,250
All Other Expenses$20,786--$20,786
Advertising-$10,814-$10,814
Conferences and Meetings$2,230$532-$2,762
Total Functional Expenses$4,100,161$709,349$0$4,809,510

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,809,510
Total Expenses per Audited Statements$4,809,510
Total Expenses per Form 990$4,809,510
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-35% CONTROLLED ENTITY BY ORGANIZATION'S DIRECTORPayment for Provision of Construction, Bookkeeping, and Other Services.No$53,025

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$4,901,155$5,133,959▲ $232,804
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reservation and Security Deposits$247,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
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 2

“Six of the board directors are family members of the president, richard stat. Linda stat is his wife, david and michael stat are his sons, joanne hubble is his sister, lauren stat is his daughter-in-law, and david hubble is his brother-in-law.”

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

“The president of the board reviews the 990.”

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

“The board president monitors compliance.”

Form 990, Part VI, Section B, Line 15A

“The organization determines compensation of the executive director based on information from comparable organizations' form 990, and from information from salary.com, mcknights.com and indeed.com. The compensation is approved by the board and modifies a written employment contract.”

Form 990, Part VI, Section C, Line 19

“Www.guidestar.org and upon request”

Filing and Contact Details

Filer

Filer Name
The Lorelton Foundation
EIN
51-0284276
Phone
3025732500
Address
1201 NORTH ORANGE STREET 700, WILMINGTON, DE 19801
Doing Business As
The Lorelton Assisted Living Community

Signing Officer

Name
Richard E Stat
Title
President
Phone
3025732500
Signed
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard E Stat
Formed
1985
Legal Domicile
De
Voting Board Members
8
Independent Board Members
0
Employees
176
Volunteers
15

Preparer

Firm
Gorfine Schiller & Gardyn Pa
Address
10045 RED RUN BLVD SUITE 250, OWINGS MILLS, MD 21117
Preparer
Scott D Rodgville CPA
Phone
4103565900
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation did not have any unrecognized tax benefits as of december 31, 2022 and does not expect this to change significantly over the next twelve months. The foundation will recognize interest and penalties accrued on any unrecognized tax benefits as a component of income tax expense. As of december 31, 2022, the foundation has not accrued interest or penalties related to uncertain tax provisions.”

Raw XML AppendixShowing 400 of 625 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/BOYAmt0186772
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0258389
IRS990/AccountsReceivableGrp/BOYAmt060846
IRS990/AccountsReceivableGrp/EOYAmt039350
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO PROVIDE HOUSING AND SERVICES TO THE ELDERLY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt010814
IRS990/AdvertisingGrp/TotalAmt010814
IRS990/AllOtherContributionsAmt01199
IRS990/AllOtherExpensesGrp/ProgramServicesAmt020786
IRS990/AllOtherExpensesGrp/TotalAmt020786
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0RICHARD STAT
IRS990/BooksInCareOfDetail/PhoneNum03025732500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01201 N ORANGE ST SUITE 700
IRS990/BooksInCareOfDetail/USAddress/CityNm0WILMINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019801
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt063009
IRS990/CashNonInterestBearingGrp/EOYAmt037716
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt019671
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0144052
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0163723
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0532
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02230
IRS990/ConferencesMeetingsGrp/TotalAmt02762
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0187045
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt09399 WEST HIGGINS ROAD SUITE 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ROSEMONT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060018
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0US FOODS
IRS990/ContractorCompensationGrp/ServicesDesc0FOOD SERVICE
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt049231
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt019602
IRS990/CYOtherExpensesAmt02033941
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt04056371
IRS990/CYRevenuesLessExpensesAmt0-684306
IRS990/CYSalariesCompEmpBnftPaidAmt02775569
IRS990/CYTotalExpensesAmt04809510
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04125204
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt03405
IRS990/DeferredRevenueGrp/EOYAmt010472
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04002
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0401461
IRS990/DepreciationDepletionGrp/TotalAmt0405463
IRS990/Desc0PROVIDE HOUSING FOR THE ELDERLY. THE LORELTON FOUNDATION CONSISTS OF 82 APARTMENTS. 79 APARTMENTS WERE IN USE FOR RESIDENT OCCUPANCY DURING 2022.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0THE LORELTON ASSISTED LIVING COMMUNITY
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0176
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04100161
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt021250
IRS990/FeesForServicesAccountingGrp/TotalAmt021250
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt033179
IRS990/FeesForServicesLegalGrp/TotalAmt033179
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0158280
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt024332
IRS990/FeesForServicesOtherGrp/TotalAmt0182612
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
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/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt127823
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD E STAT
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID PARKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm2LAUREN STAT
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID HUBBLE
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID STAT
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL STAT
IRS990/Form990PartVIISectionAGrp/PersonNm6JOANNE STAT
IRS990/Form990PartVIISectionAGrp/PersonNm7LINDA STAT
IRS990/Form990PartVIISectionAGrp/PersonNm8RAN JIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1135900
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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/TitleTxt0PRESIDENT/SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8ASSISTANT TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt048032
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04125204
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt010949
IRS990/InsuranceGrp/ProgramServicesAmt0170573
IRS990/InsuranceGrp/TotalAmt0181522
IRS990/InterestGrp/ManagementAndGeneralAmt022160
IRS990/InterestGrp/ProgramServicesAmt0348022
IRS990/InterestGrp/TotalAmt0370182
IRS990/InvestmentIncomeGrp/ExclusionAmt019602
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019602
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04356266
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05612715
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05481594
IRS990/LandBldgEquipCostOrOtherBssAmt09837860
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt04901155
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt05133959
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO PROVIDE HOUSING AND SERVICES TO THE ELDERLY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03344137
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03170252
IRS990/NetAssetsOrFundBalancesBOYAmt0-430399
IRS990/NetAssetsOrFundBalancesEOYAmt0-1114705
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-430399
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-1114705
IRS990/NoncashContributionsAmt01199
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01782
IRS990/OccupancyGrp/ProgramServicesAmt0173687
IRS990/OccupancyGrp/TotalAmt0175469
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt071921
IRS990/OfficeExpensesGrp/ProgramServicesAmt037017
IRS990/OfficeExpensesGrp/TotalAmt0108938
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0994738
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt065689
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0116256
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0181945
IRS990/OtherExpensesGrp/Desc0FOOD SUPPLIES
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2WRITE-OFF OF LOAN ACQUI
IRS990/OtherExpensesGrp/Desc3RESIDENT SERVICES SUPPL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01705
IRS990/OtherExpensesGrp/ProgramServicesAmt0288041
IRS990/OtherExpensesGrp/ProgramServicesAmt1113946
IRS990/OtherExpensesGrp/ProgramServicesAmt293987
IRS990/OtherExpensesGrp/ProgramServicesAmt323285
IRS990/OtherExpensesGrp/TotalAmt0288041
IRS990/OtherExpensesGrp/TotalAmt1115651
IRS990/OtherExpensesGrp/TotalAmt293987
IRS990/OtherExpensesGrp/TotalAmt323285
IRS990/OtherLiabilitiesGrp/BOYAmt0237750
IRS990/OtherLiabilitiesGrp/EOYAmt0247500
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0264672
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01973782
IRS990/OtherSalariesAndWagesGrp/TotalAmt02238454
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022743
IRS990/PayrollTaxesGrp/ProgramServicesAmt0168704
IRS990/PayrollTaxesGrp/TotalAmt0191447
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0108363
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013296
IRS990/PrincipalOfficerNm0RICHARD E STAT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04056371
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04056371
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0473684
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01004094
IRS990/PYOtherExpensesAmt01851093
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04652043
IRS990/PYRevenuesLessExpensesAmt01301904
IRS990/PYSalariesCompEmpBnftPaidAmt02976824
IRS990/PYTotalExpensesAmt04827917
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06129821
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-684306
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04056371
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01403149
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02133911
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0473684
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0916305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt091330
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01563502
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019602
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09356
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08041
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05721
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0448
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt043168
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04056371
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04652043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04700595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04818479
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04725427
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt022952915
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019602
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09356
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05721
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0448
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt043168
IRS990ScheduleA/InvestmentIncomeCYPct00.00180
IRS990ScheduleA/InvestmentIncomePYPct00.00100
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86550
IRS990ScheduleA/PublicSupportPY509Pct00.87080
IRS990ScheduleA/PublicSupportTotal509Amt021256996
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0869815
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0733106
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0472014
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0877124
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0307362
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt03259421
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0869815
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0733106
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0472014
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0877124
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0307362
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt03259421
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04105602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05125727
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05616900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04851431
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04816757
IRS990ScheduleA/Total509Grp/TotalAmt024516417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04125204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05135083
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05624941
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04857152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04817205
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt024559585
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt04661669
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03963855
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08625524
IRS990ScheduleD/EquipmentGrp/BookValueAmt09557
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0285443
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0295000
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04809510
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0790000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0790000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020368
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0106968
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0127336
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0247500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESERVATION AND SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04125204
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2022 AND DOES NOT EXPECT THIS TO CHANGE SIGNIFICANTLY OVER THE NEXT TWELVE MONTHS. THE FOUNDATION WILL RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX BENEFITS AS A COMPONENT OF INCOME TAX EXPENSE. AS OF DECEMBER 31, 2022, THE FOUNDATION HAS NOT ACCRUED INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX PROVISIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05481594
IRS990ScheduleD/TotalExpensesPerForm990Amt04809510
IRS990ScheduleD/TotalLiabilityAmt0247500
IRS990ScheduleD/TotalRevenuePerForm990Amt04125204
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04125204
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04809510
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0135900

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