Civic Intelligence

Marian Assisted Living Inc

990 • Fiscal year 2017 • EIN 52-2131149

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 31, 2017

Organization ProfileN/A
11400 rockville pike Suite 505rockville, MD 20852

(301) 493-6000

Siviq Scores

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

Liabilities / Assets

88th percentile

0.79x

Higher debt load relative to assets than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

1.42x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

63rd percentile

8.2%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

96th percentile

$365,617

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

41st percentile

0.6%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

-0.3%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$4,158,672

Up $24,463 (+0.6%) from 2016

Net Assets

Up

$885,123

Up $190,361 (+27%) from 2016

Liabilities

Down

$3,273,549

Down $165,898 (-4.8%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin63rd percentile

Revenue

Down

$2,309,515

Down $7,036 (-0.3%) from 2016

Expenses

Up

$2,119,154

Up $26,251 (+1.3%) from 2016

Net Income

Down

$190,361

Down $33,287 (-15%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$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

2017

Assets$4,158,672
Liabilities$3,273,549
Net Assets$885,123
Open 2017 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$2,309,515
Expenses$2,119,154
Net Income$190,361
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 31, 2017
Return Version
2016v3.1
Gross Receipts
$2,309,515
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$3,205,844$3,681,658▲ $475,814
Savings and Temporary Cash Investments$430,474$152,705▼ $277,769
Intangible Assets$15,613$13,364▼ $2,249
Prepaid Expenses and Deferred Charges$3,099$1,336▼ $1,763
Accounts Receivable$0$1,261▲ $1,261
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$4,134,209$4,158,672▲ $24,463
Other Assets Total$478,879$308,048▼ $170,831
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,145,125$2,951,202▼ $193,923
Other Liabilities$222,806$208,953▼ $13,853
Accounts Payable and Accrued Expenses$71,002$110,865▲ $39,863
Deferred Revenue$514$2,529▲ $2,015
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$3,439,447$3,273,549▼ $165,898
Net Assets / Fund Balance
Unrestricted Net Assets$694,762$885,123▲ $190,361
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$694,762$885,123▲ $190,361
Total Liabilities and Net Assets / Fund Balance$4,134,209$4,158,672▲ $24,463

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,301,730$1,803,693$5,105,244
Land$340,000-$340,000
Other Land Buildings$9,323$312,152$321,475
Equipment$30,605$69,885$100,490
Other Assets Org$25,406--
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
leila A FinucaneCEO/PRESIDENT- incoming
James a Brown JrCEO/PRESIDENT- outgoing
John D SpencerSenior Vice President
Sr Irene DunnVice President
Eric SimontisDirector
Most Rev Barry KnestoutDirector
Paul E Johnsondirector
Jeffrey Blackwellassistant secretary
david m johnsonkey employee
michelle m limeres vergnekey employee
Kathleen McwilliamsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
L P heating AC Co inc-18963 bonanza way, Gatithersburg, MD 20879$550,494
Revenue and Support

Revenue Composition

Contributions and Grants
$1,425
Program Service Revenue
$2,306,598
Investment Income
$1,492
Other Revenue
$0
All Other Contributions
$1,425
Change in Net Assets
$190,361
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,643,016
Salaries, Compensation, and Employee Benefits$476,138
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$748,411--$748,411
Other Salaries and Wages$255,923$11,300-$267,223
Depreciation Depletion$198,103--$198,103
Other Employee Benefits$139,694--$139,694
Fees for Services Management-$136,003-$136,003
Interest$120,817--$120,817
Payroll Taxes$69,221--$69,221
Fees for Services Accounting-$45,872-$45,872
All Other Expenses$26,182--$26,182
Advertising$20,157--$20,157
Insurance$12,629--$12,629
Office Expenses$12,051--$12,051
Information Technology-$3,096-$3,096
Fees for Services Legal$2,325--$2,325
Conferences and Meetings$2,203--$2,203
Total Functional Expenses$1,922,883$196,271$0$2,119,154
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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$191,906
Accrued Interest Payable$17,011
Prepaid Rent$36
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

Governance-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.”

Governance-part VI, Section B, Question 12C

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

Governance-part VI, Section B, Question 15

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

Governance-part VI, Section C, Question 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Marian Assisted Living Inc
EIN
52-2131149
In Care Of
% VICTORY HOUSING INC
Phone
3014936000
Address
11400 rockville pike Suite 505, rockville, MD 20852

Signing Officer

Name
Leila a Finucane
Title
CEO/President
Signed
2017-12-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
leila a finucane
Formed
1998
Legal Domicile
Md
Voting Board Members
3
Independent Board Members
3
Employees
55

Preparer

Firm
Cohnreznick Llp
Address
7501 WISCONSIN AVENUE 400E, BETHESDA, MD 20814-6583
Preparer
Ed Ryan CPA
Phone
3016529100
Supplemental Narrative

Additional Explanations

financial statement reporting-PART IV, QUESTION 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, 2017 and 2015. 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 2014 remain open.”

Raw XML AppendixShowing 400 of 1,150 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/BOYAmt071002
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0110865
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt01261
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ASSISTED LIVING RESIDENCE FOR LOW- AND MODERATE-INCOME FRAIL ELDERLY PERSONS.
IRS990/AdvertisingGrp/ProgramServicesAmt020157
IRS990/AdvertisingGrp/TotalAmt020157
IRS990/AllOtherContributionsAmt01425
IRS990/AllOtherExpensesGrp/ProgramServicesAmt026182
IRS990/AllOtherExpensesGrp/TotalAmt026182
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0VICTORY HOUSING INC
IRS990/BooksInCareOfDetail/PhoneNum03014936000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011400 ROCKVILLE PIKESUITE 505
IRS990/BooksInCareOfDetail/USAddress/CityNm0rockville
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020852
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0300
IRS990/CashNonInterestBearingGrp/EOYAmt0300
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02203
IRS990/ConferencesMeetingsGrp/TotalAmt02203
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0550494
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt018963 bonanza way
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0GATITHERSBURG
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd020879
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0L P heating AC Co inc
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01425
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01492
IRS990/CYOtherExpensesAmt01643016
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02306598
IRS990/CYRevenuesLessExpensesAmt0190361
IRS990/CYSalariesCompEmpBnftPaidAmt0476138
IRS990/CYTotalExpensesAmt02119154
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02309515
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0514
IRS990/DeferredRevenueGrp/EOYAmt02529
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0198103
IRS990/DepreciationDepletionGrp/TotalAmt0198103
IRS990/Desc0ASSISTED LIVING RESIDENCE FOR LOW- AND MODERATE-INCOME FRAIL ELDERLY PERSONS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt055
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt01922883
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt045872
IRS990/FeesForServicesAccountingGrp/TotalAmt045872
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02325
IRS990/FeesForServicesLegalGrp/TotalAmt02325
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0136003
IRS990/FeesForServicesManagementGrp/TotalAmt0136003
IRS990/FeesForServicesOtherGrp/TotalAmt00
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/AverageHoursPerWeekRltdOrgRt839.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt936.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1039.0
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/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL E JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm1MOST REV BARRY KNESTOUT
IRS990/Form990PartVIISectionAGrp/PersonNm2ERIC SIMONTIS
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/PersonNm8leila A Finucane
IRS990/Form990PartVIISectionAGrp/PersonNm9david m johnson
IRS990/Form990PartVIISectionAGrp/PersonNm10michelle m limeres vergne
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3365617
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6205818
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7150669
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9118248
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10169676
IRS990/Form990PartVIISectionAGrp/TitleTxt0director
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CEO/PRESIDENT- outgoing
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SENIOR VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7assistant secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8CEO/PRESIDENT- incoming
IRS990/Form990PartVIISectionAGrp/TitleTxt9key employee
IRS990/Form990PartVIISectionAGrp/TitleTxt10key employee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02309515
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03096
IRS990/InformationTechnologyGrp/TotalAmt03096
IRS990/InsuranceGrp/ProgramServicesAmt012629
IRS990/InsuranceGrp/TotalAmt012629
IRS990/IntangibleAssetsGrp/BOYAmt015613
IRS990/IntangibleAssetsGrp/EOYAmt013364
IRS990/InterestGrp/ProgramServicesAmt0120817
IRS990/InterestGrp/TotalAmt0120817
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01492
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01492
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02185531
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03205844
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03681658
IRS990/LandBldgEquipCostOrOtherBssAmt05867189
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/BOYAmt03145125
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02951202
IRS990/NetAssetsOrFundBalancesBOYAmt0694762
IRS990/NetAssetsOrFundBalancesEOYAmt0885123
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt012051
IRS990/OfficeExpensesGrp/TotalAmt012051
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0478879
IRS990/OtherAssetsTotalGrp/EOYAmt0308048
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0139694
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0139694
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS TAXES & LICENSES
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTANENCE
IRS990/OtherExpensesGrp/Desc3ELDERLY CARE SERVICE EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt02956
IRS990/OtherExpensesGrp/ProgramServicesAmt1105189
IRS990/OtherExpensesGrp/ProgramServicesAmt2207022
IRS990/OtherExpensesGrp/ProgramServicesAmt3748411
IRS990/OtherExpensesGrp/TotalAmt02956
IRS990/OtherExpensesGrp/TotalAmt1105189
IRS990/OtherExpensesGrp/TotalAmt2207022
IRS990/OtherExpensesGrp/TotalAmt3748411
IRS990/OtherLiabilitiesGrp/BOYAmt0222806
IRS990/OtherLiabilitiesGrp/EOYAmt0208953
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011300
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0255923
IRS990/OtherSalariesAndWagesGrp/TotalAmt0267223
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt069221
IRS990/PayrollTaxesGrp/TotalAmt069221
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03099
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01336
IRS990/PrincipalOfficerNm0leila a finucane
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL REVENUE - HOUSING FOR SENIORS
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02267973
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt138625
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02267973
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt138625
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0882
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01264
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01646647
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02314405
IRS990/PYRevenuesLessExpensesAmt0223648
IRS990/PYSalariesCompEmpBnftPaidAmt0446256
IRS990/PYTotalExpensesAmt02092903
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02316551
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0190361
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02306598
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0430474
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0152705
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0882
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017082
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01492
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01264
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0900
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01002
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05158
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02306598
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02314405
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02170912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02147836
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02027659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010967410
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01492
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01264
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0900
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01002
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05158
IRS990ScheduleA/InvestmentIncomeCYPct00.00047
IRS990ScheduleA/InvestmentIncomePYPct00.00038
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99953
IRS990ScheduleA/PublicSupportPY509Pct00.99962
IRS990ScheduleA/PublicSupportTotal509Amt010984492
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02308023
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02315287
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02176752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02150351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02034079
IRS990ScheduleA/Total509Grp/TotalAmt010984492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02309515
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02316551

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,158,672
Liabilities
$3,273,549
Net assets
$885,123
Revenue
$2,309,515
Expenses
$2,119,154
Net income
$190,361
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
2017Detailed filing. Detailed filing data is available for this year.$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