Civic Intelligence

Marian Assisted Living Inc

EIN 52-2131149 • 501(c)3 • Rockville, MD

Profile

Assisted living residence for low- and moderate-income frail elderly persons.

11400 rockville pikeSuite 505Rockville, MD 20852
Siviq Scores

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

Liabilities / Assets

89th percentile

0.76x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.77x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

34th percentile

-1.9%

Higher net margin than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$479,592

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

26th percentile

-4.0%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

117%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$3,337,599

Up $34,979 (+1.1%) from 2023

Liabilities

Up

$2,530,094

Up $109,700 (+4.5%) from 2023

Net Assets

Down

$807,505

Down $74,721 (-8.5%) from 2023

Operations
Liabilities / Revenue86th percentileNet Margin34th percentile

Revenue

Up

$3,301,944

Up $340,339 (+11%) from 2023

Expenses

Up

$3,363,253

Up $381,140 (+13%) from 2023

Net Income

Down

-$61,309

Down $40,801 (-199%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,728,398Liabilities 2011: $3,635,519Net Assets 2011: $92,8792011Assets 2012: $4,200,082Liabilities 2012: $3,981,426Net Assets 2012: $218,6562012Assets 2013: $4,250,078Liabilities 2013: $3,910,698Net Assets 2013: $339,3802013Assets 2014: $4,185,693Liabilities 2014: $3,770,731Net Assets 2014: $414,9622014Assets 2015: $4,062,888Liabilities 2015: $3,591,774Net Assets 2015: $471,1142015Assets 2016: $4,134,209Liabilities 2016: $3,439,447Net Assets 2016: $694,7622016Assets 2017: $4,158,672Liabilities 2017: $3,273,549Net Assets 2017: $885,1232017Assets 2018: $3,957,809Liabilities 2018: $2,992,043Net Assets 2018: $965,7662018Assets 2019: $3,988,810Liabilities 2019: $2,909,636Net Assets 2019: $1,079,1742019Assets 2020: $3,990,091Liabilities 2020: $3,083,113Net Assets 2020: $906,9782020Assets 2021: $3,605,076Liabilities 2021: $2,768,668Net Assets 2021: $836,4082021Assets 2022: $3,604,940Liabilities 2022: $2,697,186Net Assets 2022: $907,7542022Assets 2023: $3,302,620Liabilities 2023: $2,420,394Net Assets 2023: $882,2262023Assets 2024: $3,337,599Liabilities 2024: $2,530,094Net Assets 2024: $807,5052024

Highlighted filing

2024

Assets$3,337,599
Liabilities$2,530,094
Net Assets$807,505
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,682,409Expenses 2011: $1,639,643Net Income 2011: $42,7662011Revenue 2012: $1,832,256Expenses 2012: $1,706,479Net Income 2012: $125,7772012Revenue 2013: $2,035,081Expenses 2013: $1,914,357Net Income 2013: $120,7242013Revenue 2014: $2,150,620Expenses 2014: $2,075,038Net Income 2014: $75,5822014Revenue 2015: $2,177,652Expenses 2015: $2,121,500Net Income 2015: $56,1522015Revenue 2016: $2,316,551Expenses 2016: $2,092,903Net Income 2016: $223,6482016Revenue 2017: $2,309,515Expenses 2017: $2,119,154Net Income 2017: $190,3612017Revenue 2018: $2,199,347Expenses 2018: $2,118,704Net Income 2018: $80,6432018Revenue 2019: $2,316,728Expenses 2019: $2,203,320Net Income 2019: $113,4082019Revenue 2020: $2,462,014Expenses 2020: $2,634,210Net Income 2020: -$172,1962020Revenue 2021: $2,653,343Expenses 2021: $2,728,932Net Income 2021: -$75,5892021Revenue 2022: $3,080,078Expenses 2022: $3,008,732Net Income 2022: $71,3462022Revenue 2023: $2,961,605Expenses 2023: $2,982,113Net Income 2023: -$20,5082023Revenue 2024: $3,301,944Expenses 2024: $3,363,253Net Income 2024: -$61,3092024

Highlighted filing

2024

Revenue$3,301,944
Expenses$3,363,253
Net Income-$61,309
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
$3,337,599
Liabilities
$2,530,094
Net assets
$807,505
Revenue
$3,301,944
Expenses
$3,363,253
Net income
-$61,309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$2.53$0.81$3.30$3.36$0.06
2023Summary only. Only limited summary data is available for this year.$3.30$2.42$0.88$2.96$2.98$0.02
2022Summary only. Only limited summary data is available for this year.$3.60$2.70$0.91$3.08$3.01$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$2.77$0.84$2.65$2.73$0.08
2020Summary only. Only limited summary data is available for this year.$3.99$3.08$0.91$2.46$2.63$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$2.91$1.08$2.32$2.20$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$2.99$0.97$2.20$2.12$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$3.27$0.89$2.31$2.12$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$3.44$0.69$2.32$2.09$0.22
2015Summary only. Only limited summary data is available for this year.$4.06$3.59$0.47$2.18$2.12$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.19$3.77$0.41$2.15$2.08$0.08
2013Summary only. Only limited summary data is available for this year.$4.25$3.91$0.34$2.04$1.91$0.12
2012Summary only. Only limited summary data is available for this year.$4.20$3.98$0.22$1.83$1.71$0.13
2011Summary only. Only limited summary data is available for this year.$3.73$3.64$0.09$1.68$1.64$0.04
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 10, 2015
Return Version
2013v4.0
Gross Receipts
$2,150,620
Mission and Program Overview

Mission

Assisted living residence for low- and moderate-income frail elderly persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,648,993$3,513,243▼ $135,750
Savings and Temporary Cash Investments$155,360$185,593▲ $30,233
Intangible Assets$19,097$20,194▲ $1,097
Accounts Receivable$5,006$4,821▼ $185
Prepaid Expenses and Deferred Charges$686$1,620▲ $934
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$4,250,078$4,185,693▼ $64,385
Other Assets Total$420,636$459,922▲ $39,286
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,665,948$3,507,174▼ $158,774
Other Liabilities$201,629$208,064▲ $6,435
Accounts Payable and Accrued Expenses$41,065$53,951▲ $12,886
Deferred Revenue$2,056$1,542▼ $514
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,910,698$3,770,731▼ $139,967
Net Assets / Fund Balance
Unrestricted Net Assets$339,380$414,962▲ $75,582
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$339,380$414,962▲ $75,582
Total Liabilities and Net Assets / Fund Balance$4,250,078$4,185,693▼ $64,385

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,990,741$1,378,741$4,369,482
Land$340,000-$340,000
Other Land Buildings$121,921$185,334$307,254
Equipment$20,525$33,291$53,817
Leasehold Improvements$40,056$9,061$49,117
Other Assets Org$80,949--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleOtherTotal
jeffrey blackwellassistant secretary$147,662$147,662

Board Members and Trustees

NameTitle
James a Brown JrCEO/president
Sr Irene DunnVice President
Thomas P DuffyDirector
most rev BARRY KNESTOUTDirector
paul E Johnson JRdirector
Jacqueline R Smedleydirector of Marketing and MGMT
John D SpencerSecretary
Kathleen McwilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,515
Program Service Revenue
$2,147,836
Investment Income
$269
Other Revenue
$0
All Other Contributions
$2,515
Change in Net Assets
$75,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,642,181
Salaries, Compensation, and Employee Benefits$432,857
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$686,378--$686,378
Other Salaries and Wages$251,738$9,500-$261,238
Depreciation Depletion$180,264--$180,264
All Other Expenses$26,573$125,000-$151,573
Interest$151,344-$0$151,344
Fees for Services Management-$128,285-$128,285
Other Employee Benefits$107,360--$107,360
Payroll Taxes$64,259--$64,259
Fees for Services Accounting-$45,422-$45,422
Office Expenses$19,545--$19,545
Advertising$17,280--$17,280
Insurance$16,844--$16,844
Fees for Services Other$3,015--$3,015
Information Technology-$2,952-$2,952
Fees for Services Legal$1,300--$1,300
Travel$1,195--$1,195
Total Functional Expenses$1,763,879$311,159$0$2,075,038
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Resident Security Deposits$188,097
Accrued Interest Payable$19,837
Prepaid Rent$130
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION B QUESTION 11

“The board delegates the review of the form 990 return to the audit committee. The audit committee reviews the 990 and reports to the full board its recommendations and then the board approves the 990.”

Part VI, Section B Question 12C

“Part of annual financial audit by outside firm; quarterly board meetings discuss all transactions.”

Part VI, Section B Question 15

“All employees are compensated by victory housing, inc.”

Part VI, Section C Question 19

“These documents are available upon request.”

Filing and Contact Details

Filer

EIN
52-2131149
In Care Of
% VICTORY HOUSING INC
Phone
3014936000

Signing Officer

Name
james a brown jr
Title
CEO/president
Phone
3014936000
Signed
2015-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
james a brown JR
Formed
1998
Legal Domicile
Md
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Preparer
Ed Ryan CPA
Phone
3014936000
Supplemental Narrative

Additional Explanations

part IV quesiton 12 and part XI question 2

“there is no single audit prepared, entity is audited as part of a consoldiated group.”

Financial Statement Notes

Fin 48 Disclosure

“Victory has applied for and received a determination letter from the Internal Revenue Service (IRS) to be treated as a tax exempt entity pursuant to Section 501(c)(3) of the Internal Revenue Code and did not have any unrelated business income for the years ended June 30, 2014 and 2013. Due to its tax exempt status, Victory is not subject to income taxes. Victory is required to file and does file tax returns with the IRS and other taxing authorities. Accordingly, these financial statements do not reflect a provision for income taxes and the Corporation has no other tax positions which must be considered for disclosure. Income tax returns filed by Victory are subject to examination by the Internal Revenue Service for a period of three years. While no income tax returns are currently being examined by the Internal Revenue Service, tax years since 2011 remain open.”

Raw XML AppendixShowing 400 of 1,130 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt041065
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt053951
IRS990/AccountsReceivableGrp/BOYAmt05006
IRS990/AccountsReceivableGrp/EOYAmt04821
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ASSISTED LIVING RESIDENCE FOR LOW- AND MODERATE-INCOME FRAIL ELDERLY PERSONS.
IRS990/AdvertisingGrp/ProgramServicesAmt017280
IRS990/AdvertisingGrp/TotalAmt017280
IRS990/AllOtherContributionsAmt02515
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0125000
IRS990/AllOtherExpensesGrp/ProgramServicesAmt026573
IRS990/AllOtherExpensesGrp/TotalAmt0151573
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0VICTORY HOUSING INC
IRS990/BooksInCareOfDetail/PhoneNum03014936000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1011400 ROCKVILLE PIKESUITE 505
IRS990/BooksInCareOfDetail/USAddress/City0rockville
IRS990/BooksInCareOfDetail/USAddress/State0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCode020852
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0300
IRS990/CashNonInterestBearingGrp/EOYAmt0300
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02515
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0269
IRS990/CYOtherExpensesAmt01642181
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02147836
IRS990/CYRevenuesLessExpensesAmt075582
IRS990/CYSalariesCompEmpBnftPaidAmt0432857
IRS990/CYTotalExpensesAmt02075038
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02150620
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt02056
IRS990/DeferredRevenueGrp/EOYAmt01542
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0180264
IRS990/DepreciationDepletionGrp/TotalAmt0180264
IRS990/Desc0ASSISTED LIVING RESIDENCE FOR LOW- AND MODERATE-INCOME FRAIL ELDERLY PERSONS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt01763879
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt045422
IRS990/FeesForServicesAccountingGrp/TotalAmt045422
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01300
IRS990/FeesForServicesLegalGrp/TotalAmt01300
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0128285
IRS990/FeesForServicesManagementGrp/TotalAmt0128285
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03015
IRS990/FeesForServicesOtherGrp/TotalAmt03015
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt05.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt25.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt339.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt439.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt55.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt639.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt739.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt836.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
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/PersonNm0paul E Johnson JR
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS P DUFFY
IRS990/Form990PartVIISectionAGrp/PersonNm2most rev BARRY KNESTOUT
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES A BROWN JR
IRS990/Form990PartVIISectionAGrp/PersonNm4SR IRENE DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHLEEN MCWILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN D SPENCER
IRS990/Form990PartVIISectionAGrp/PersonNm7jeffrey blackwell
IRS990/Form990PartVIISectionAGrp/PersonNm8JACQUELINE R SMEDLEY
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3331574
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6165486
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7147662
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8172012
IRS990/Form990PartVIISectionAGrp/TitleTxt0director
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CEO/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7assistant secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8director of Marketing and MGMT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-231
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0-231
IRS990/GrossReceiptsAmt02150620
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02952
IRS990/InformationTechnologyGrp/TotalAmt02952
IRS990/InsuranceGrp/ProgramServicesAmt016844
IRS990/InsuranceGrp/TotalAmt016844
IRS990/IntangibleAssetsGrp/BOYAmt019097
IRS990/IntangibleAssetsGrp/EOYAmt020194
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ProgramServicesAmt0151344
IRS990/InterestGrp/TotalAmt0151344
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0500
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0500
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01606427
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03648993
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03513243
IRS990/LandBldgEquipCostOrOtherBssAmt05119670
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ASSISTED LIVING RESIDENCE FOR LOW- AND MODERATE-INCOME FRAIL ELDERLY PERSONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03665948
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03507174
IRS990/NetAssetsOrFundBalancesBOYAmt0339380
IRS990/NetAssetsOrFundBalancesEOYAmt0414962
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-231
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-231
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt019545
IRS990/OfficeExpensesGrp/TotalAmt019545
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0420636
IRS990/OtherAssetsTotalGrp/EOYAmt0459922
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0107360
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0107360
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS TAXES & LICENSES
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTANENCE
IRS990/OtherExpensesGrp/Desc3ELDERLY CARE SERVICE EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt03254
IRS990/OtherExpensesGrp/ProgramServicesAmt1108600
IRS990/OtherExpensesGrp/ProgramServicesAmt2124930
IRS990/OtherExpensesGrp/ProgramServicesAmt3686378
IRS990/OtherExpensesGrp/TotalAmt03254
IRS990/OtherExpensesGrp/TotalAmt1108600
IRS990/OtherExpensesGrp/TotalAmt2124930
IRS990/OtherExpensesGrp/TotalAmt3686378
IRS990/OtherLiabilitiesGrp/BOYAmt0201629
IRS990/OtherLiabilitiesGrp/EOYAmt0208064
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09500
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0251738
IRS990/OtherSalariesAndWagesGrp/TotalAmt0261238
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt064259
IRS990/PayrollTaxesGrp/TotalAmt064259
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0686
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01620
IRS990/PrincipalOfficerNm0james a brown JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL REVENUE - HOUSING FOR SENIORS
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02138978
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18858
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02138978
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18858
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06420
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01002
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01491388
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02027659
IRS990/PYRevenuesLessExpensesAmt0120724
IRS990/PYSalariesCompEmpBnftPaidAmt0422969
IRS990/PYTotalExpensesAmt01914357
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02035081
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt075582
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02147836
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0155360
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0185593
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015191
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01002
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0359
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02866
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03984
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08711
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02147836
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02027659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01831372
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01674582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01654714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09336163
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0500
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01002
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0359
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02866
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03984
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08711
IRS990ScheduleA/InvestmentIncomeCYPct00.00093
IRS990ScheduleA/InvestmentIncomePYPct00.00134
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99907
IRS990ScheduleA/PublicSupportPY509Pct00.99866
IRS990ScheduleA/PublicSupportTotal509Amt09351354
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02150351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02034079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01831897
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01679543
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01655484
IRS990ScheduleA/Total509Grp/TotalAmt09351354
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02150851
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02035081
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01832256
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01682409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01659468
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09360065
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02990741
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01378741
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04369482
IRS990ScheduleD/EquipmentGrp/BookValueAmt020525
IRS990ScheduleD/EquipmentGrp/DepreciationAmt033291
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt053817
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0340000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0340000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt040056
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt09061
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt049117
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0190876
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1188097
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt280949
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVE FOR REPLACEMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDENT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OTHER RESERVES

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $1M-$5M nonprofits