Civic Intelligence

Covenant Woods

990T • Fiscal year 2021 • EIN 54-0524902

Apr 01, 2020 to Mar 31, 2021 • Filed on Feb 15, 2022

Organization ProfileWWW.COVENANTWOODS.COM

View Organization Page

7090 Covenant Woods DriveMechanicsville, VA 23111

(804) 569-8000

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2010: $83,102,976Liabilities 2010: $55,171,216Net Assets 2010: $27,931,7602010Assets 2011: $84,714,451Liabilities 2011: $56,315,931Net Assets 2011: $28,398,5202011Assets 2012: $84,521,573Liabilities 2012: $55,478,978Net Assets 2012: $29,042,5952012Assets 2013: $127,638,235Liabilities 2013: $97,341,007Net Assets 2013: $30,297,2282013Assets 2014: $148,712,532Liabilities 2014: $116,919,445Net Assets 2014: $31,793,0872014Assets 2015: $153,310,386Liabilities 2015: $123,310,950Net Assets 2015: $29,999,4362015Assets 2016: $150,591,437Liabilities 2016: $123,064,822Net Assets 2016: $27,526,6152016Assets 2017: $157,661,956Liabilities 2017: $125,365,229Net Assets 2017: $32,296,7272017Assets 2018: $171,623,927Liabilities 2018: $136,713,409Net Assets 2018: $34,910,5182018Assets 2019: $179,240,016Liabilities 2019: $151,744,295Net Assets 2019: $27,495,7212019Assets 2020: $173,785,224Liabilities 2020: $153,996,316Net Assets 2020: $19,788,9082020Assets 2021: $176,119,723Liabilities 2021: $147,700,857Net Assets 2021: $28,418,8662021Assets 2022: $166,902,923Liabilities 2022: $145,319,966Net Assets 2022: $21,582,9572022Assets 2023: $151,782,906Liabilities 2023: $145,853,824Net Assets 2023: $5,929,0822023Assets 2024: $149,123,886Liabilities 2024: $146,719,326Net Assets 2024: $2,404,5602024Assets 2025: $151,719,126Liabilities 2025: $149,141,530Net Assets 2025: $2,577,5962025

Latest loaded filing

2025

Assets$151,719,126
Liabilities$149,141,530
Net Assets$2,577,596
Open 2025 Filing

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $12,963,0052010Expenses 2011: $12,984,3592011Expenses 2012: $13,005,3222012Revenue 2013: $13,571,865Expenses 2013: $14,499,697Net Income 2013: -$927,8322013Revenue 2014: $16,180,680Expenses 2014: $16,230,110Net Income 2014: -$49,4302014Revenue 2015: $21,143,071Expenses 2015: $19,740,533Net Income 2015: $1,402,5382015Revenue 2016: $21,726,383Expenses 2016: $23,030,008Net Income 2016: -$1,303,6252016Revenue 2017: $25,156,020Expenses 2017: $23,888,295Net Income 2017: $1,267,7252017Revenue 2018: $27,599,792Expenses 2018: $25,422,737Net Income 2018: $2,177,0552018Revenue 2019: $26,886,991Expenses 2019: $28,456,276Net Income 2019: -$1,569,2852019Revenue 2020: $30,881,699Expenses 2020: $33,554,325Net Income 2020: -$2,672,6262020Revenue 2021: $38,290,198Expenses 2021: $39,506,115Net Income 2021: -$1,215,9172021Revenue 2022: $38,635,107Expenses 2022: $42,541,914Net Income 2022: -$3,906,8072022Revenue 2023: $36,760,268Expenses 2023: $43,566,569Net Income 2023: -$6,806,3012023Revenue 2024: $39,083,157Expenses 2024: $46,360,111Net Income 2024: -$7,276,9542024Revenue 2025: $38,798,410Expenses 2025: $39,151,734Net Income 2025: -$353,3242025

Latest loaded filing

2025

Revenue$38,798,410
Expenses$39,151,734
Net Income-$353,324
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Feb 15, 2022
Return Version
2020v1.3
Mission and Program Overview

Mission

It is the mission of covenant woods, a not-for-profit continuing careretirement community, to provide our residents with exceptional care,quality of life, and security and comfort in keeping with the benevolent vision of our methodist and presbyterian founders in 1883.

Filing and Contact Details

Filer

Filer Name
Covenant Woods
EIN
54-0524902
Phone
8045698000
Address
7090 COVENANT WOODS DRIVE, MECHANICSVILLE, VA 23111

Signing Officer

Name
Erik Mauritsen
Title
CFO
Phone
8045698173
Signed
2022-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
John Norman
Phone
7049985200
Raw XML Appendix87 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
IRS990T/BalanceDueAmt0752
IRS990T/BooksInCareOfDetail/PersonNm0ERIK MAURITSEN
IRS990T/BooksInCareOfDetail/PhoneNum08045698000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt07090 COVENANT WOODS DR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MECHANICSVILLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd023111
IRS990T/BookValueAssetsEOYAmt0176119723
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt017
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt04500
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt04500
IRS990TScheduleA/TotUnrltTrdBusIncmAmt04500
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PASS THROUGH INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt04500
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt04500
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0735
IRS990T/TaxLessCreditsAmt0735
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt0735
IRS990T/TotalTaxComputationAmt0735
IRS990T/TotalUBTIAmt03500
IRS990T/TotalUBTIBeforeNOLSpecificAmt04500
IRS990T/TotalUBTIBeforeSection199AAmt04500
IRS990T/TotalUBTIComputedAmt04500
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIK MAURITSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08045698173
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COVENANT WOODS
ReturnHeader/Filer/BusinessNameControlTxt0COVE
ReturnHeader/Filer/EIN0540524902
ReturnHeader/Filer/PhoneNum08045698000
ReturnHeader/Filer/USAddress/AddressLine1Txt07090 COVENANT WOODS DRIVE
ReturnHeader/Filer/USAddress/CityNm0MECHANICSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023111
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST TRADE STREET SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07049985200
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN NORMAN
ReturnHeader/ReturnTs02022-02-15T11:36:04-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ERIK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAURITSEN
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$152$149$2.58$38.8$39.2$0.35
2024Detailed filing. Detailed filing data is available for this year.$149$147$2.40$39.1$46.4$7.28
2023Detailed filing. Detailed filing data is available for this year.$152$146$5.93$36.8$43.6$6.81
2022Detailed filing. Detailed filing data is available for this year.$167$145$21.6$38.6$42.5$3.91
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$176$148$28.4$38.3$39.5$1.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$174$154$19.8$30.9$33.6$2.67
2019Detailed filing. Detailed filing data is available for this year.$179$152$27.5$26.9$28.5$1.57
2018Detailed filing. Detailed filing data is available for this year.$172$137$34.9$27.6$25.4$2.18
2017Detailed filing. Detailed filing data is available for this year.$158$125$32.3$25.2$23.9$1.27
2016Detailed filing. Detailed filing data is available for this year.$151$123$27.5$21.7$23.0$1.30
2015Detailed filing. Detailed filing data is available for this year.$153$123$30.0$21.1$19.7$1.40
2014Detailed filing. Detailed filing data is available for this year.$149$117$31.8$16.2$16.2$0.05
2013Summary only. Only limited summary data is available for this year.$128$97.3$30.3$13.6$14.5$0.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.5$55.5$29.0$13.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.7$56.3$28.4$13.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.1$55.2$27.9$13.0