Civic Intelligence

Carmel Hills Retirement Comm

990 • Fiscal year 2018 • EIN 58-1307937

May 01, 2017 to Apr 30, 2018 • Filed on Sep 13, 2018

Organization Profilewww.carmelhills.org

View Organization Page

2801 Carmel RoadCharlotte, NC 28226

(704) 364-8302

Siviq Scores

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

Liabilities / Assets

55th percentile

0.76x

Higher debt load relative to assets than 55% of similar nonprofits.

2018 filings • NTEE L • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

42nd percentile

0.95x

Higher debt load relative to revenue than 42% of similar nonprofits.

2018 filings • NTEE L • $1M-$5M nonprofits • Source year 2018

Net Margin

66th percentile

3.6%

Higher net margin than 66% of similar nonprofits.

2018 filings • NTEE L • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$82,108

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2018 filings • NTEE L • $1M-$5M nonprofits • Source year 2018

Asset Growth

67th percentile

-0.2%

Faster asset growth than 67% of similar nonprofits.

2018 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

1.8%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$3,588,885

Down $8,214 (-0.2%) from 2017

Net Assets

Up

$850,522

Up $118,501 (+16%) from 2017

Liabilities

Down

$2,738,363

Down $126,715 (-4.4%) from 2017

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin66th percentile

Revenue

Up

$2,884,435

Up $49,944 (+1.8%) from 2017

Expenses

Up

$2,780,164

Up $173,548 (+6.7%) from 2017

Net Income

Down

$104,271

Down $123,604 (-54%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$4.0M$2.0M$0-$2.0MAssets 2011: $2,434,828Liabilities 2011: $2,927,042Net Assets 2011: -$492,2142011Assets 2012: $2,409,175Liabilities 2012: $2,769,358Net Assets 2012: -$360,1832012Assets 2013: $2,870,724Liabilities 2013: $3,241,097Net Assets 2013: -$370,3732013Assets 2014: $3,070,628Liabilities 2014: $3,137,385Net Assets 2014: -$66,7572014Assets 2015: $3,419,129Liabilities 2015: $3,202,352Net Assets 2015: $216,7772015Assets 2016: $3,940,075Liabilities 2016: $3,449,482Net Assets 2016: $490,5932016Assets 2017: $3,597,099Liabilities 2017: $2,865,078Net Assets 2017: $732,0212017Assets 2018: $3,588,885Liabilities 2018: $2,738,363Net Assets 2018: $850,5222018Assets 2019: $3,581,489Liabilities 2019: $2,824,705Net Assets 2019: $756,7842019Assets 2020: $3,587,337Liabilities 2020: $2,720,162Net Assets 2020: $867,1752020Assets 2021: $3,066,855Liabilities 2021: $2,203,494Net Assets 2021: $863,3612021Assets 2022: $3,669,843Liabilities 2022: $2,848,798Net Assets 2022: $821,0452022Assets 2023: $3,319,027Liabilities 2023: $2,757,791Net Assets 2023: $561,2362023Assets 2024: $3,442,451Liabilities 2024: $2,611,858Net Assets 2024: $830,5932024Assets 2025: $3,649,899Liabilities 2025: $2,916,073Net Assets 2025: $733,8262025

Highlighted filing

2018

Assets$3,588,885
Liabilities$2,738,363
Net Assets$850,522
Open 2018 Filing

Operations Trend

Revenue Growth51st percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $2,143,9042011Expenses 2012: $2,131,4522012Expenses 2013: $2,246,0382013Revenue 2014: $2,580,949Expenses 2014: $2,282,938Net Income 2014: $298,0112014Revenue 2015: $2,660,767Expenses 2015: $2,380,034Net Income 2015: $280,7332015Revenue 2016: $2,845,388Expenses 2016: $2,529,646Net Income 2016: $315,7422016Revenue 2017: $2,834,491Expenses 2017: $2,606,616Net Income 2017: $227,8752017Revenue 2018: $2,884,435Expenses 2018: $2,780,164Net Income 2018: $104,2712018Revenue 2019: $2,808,260Expenses 2019: $2,919,881Net Income 2019: -$111,6212019Revenue 2020: $3,077,955Expenses 2020: $2,967,564Net Income 2020: $110,3912020Revenue 2021: $3,120,422Expenses 2021: $3,124,236Net Income 2021: -$3,8142021Revenue 2022: $3,393,673Expenses 2022: $3,432,749Net Income 2022: -$39,0762022Revenue 2023: $3,548,068Expenses 2023: $3,807,877Net Income 2023: -$259,8092023Revenue 2024: $3,987,744Expenses 2024: $3,718,387Net Income 2024: $269,3572024Revenue 2025: $3,776,405Expenses 2025: $3,873,172Net Income 2025: -$96,7672025

Highlighted filing

2018

Revenue$2,884,435
Expenses$2,780,164
Net Income$104,271
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Sep 13, 2018
Return Version
2017v2.2
Gross Receipts
$3,085,687
Mission and Program Overview

Mission

The main objective of Carmel Hills is to maintain and operate a retirement home by carrying out educational, religious, recreational and other programs. Carmel Hills also maintains a health care center and carries on such other work in the overall charitable field of services to the aged as may be appropriate.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,635,215$1,803,637▲ $168,422
Land, Buildings, and Equipment, Net$1,792,906$1,600,326▼ $192,580
Investments in Publicly Traded Securities$112,947$127,354▲ $14,407
Loans From Officers Directors$76,500$73,500▼ $3,000
Prepaid Expenses and Deferred Charges$30,009$27,190▼ $2,819
Inventories for Sale or Use$18,788$16,407▼ $2,381
Accounts Receivable$7,234$13,971▲ $6,737
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$3,597,099$3,588,885▼ $8,214
Other Assets Total-$0-
Liabilities
Other Liabilities$1,672,945$1,863,676▲ $190,731
Mortgage Notes Payable Secured by Investment Property$1,013,716$674,891▼ $338,825
Accounts Payable and Accrued Expenses$75,484$100,637▲ $25,153
Deferred Revenue$26,433$25,659▼ $774
Total Liabilities$2,865,078$2,738,363▼ $126,715
Net Assets / Fund Balance
Unrestricted Net Assets$732,021$850,522▲ $118,501
Total Net Assets Fund Balance$732,021$850,522▲ $118,501
Total Liabilities and Net Assets / Fund Balance$3,597,099$3,588,885▼ $8,214

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,035,868$2,573,234$3,609,102
Other Land Buildings$215,767$841,324$1,057,091
Leasehold Improvements$138,190$174,209$312,399
Equipment$77,334$129,565$206,899
Land$133,167-$133,167
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gabriel IorgaExecutive DirectorFT$82,108$82,108

Board Members and Trustees

NameTitle
Steve McDonaldPresident
Larry StasselVice President
Dr Charles HeussDirector
Dr Samir AbadeerDirector
Paul PalmerDirector
Foster ChinAsst. Secretary
Naim SawiresAsst. Treasurer
Sam JeanjaquetSecretary
Paul Palmer JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$305,901
Program Service Revenue
$2,422,252
Investment Income
$129,030
Other Revenue
$27,252
All Other Contributions
$305,901
Change in Net Assets
$104,271

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,765,978
Revenue Not Reported on Financial Statements
$118,457
Revenue Not Reported on Form 990
$14,230
Other Revenue Adjustments
$118,457
Total Revenue per Audited Statements
$2,780,208
Total Revenue per Form 990
$2,884,435
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,602,533
Other Expenses$1,059,174
Grants and Similar Amounts Paid$118,457
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,061,746$184,497-$1,246,243
Occupancy$326,534$4,286-$330,820
Depreciation Depletion$166,150$2,180-$168,330
Other Employee Benefits$136,634$30,025-$166,659
Grants to Domestic Individuals$118,457--$118,457
Fees for Services Other$54,197$55,353-$109,550
Payroll Taxes$82,371$18,082-$100,453
Insurance$81,200$17,746-$98,946
Current Officers, Directors, Trustees, and Key Employees$27,369$54,739-$82,108
Interest$46,983--$46,983
Advertising-$46,524-$46,524
All Other Expenses$19,605$5,977-$25,582
Travel$16,985--$16,985
Office Expenses-$14,802-$14,802
Other Expenses$11,204$2,461-$13,665
Pension Plan Contributions$5,797$1,273-$7,070
Total Functional Expenses$2,342,021$438,143$0$2,780,164

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,780,164
Expenses per Audited Statements$2,661,707
Total Expenses per Audited Statements$2,661,707
Expenses Not Reported on Financial Statements$118,457
Other Expense Adjustments$118,457
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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$76,500$73,500▼ $3,000
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unamortized entrance fees$1,100,667
Refundable entrance fees$762,509
Deposits$500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Directors Paul Palmer and Paul Palmer, Jr. are father and son.Director Naim Sawires and officer Gabriel Iorga are father-in-law and son-in-law.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of form 990 will be provided to each member of the board for review and approval before the return is filed. Before it is filed, the board must review the Form 990 and the IRS requires an explanation of the process. The review process can be performed during a board meeting where board members are able to vote to approve the Form. The process and the discussion should be documented in the board minutes.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually each Director, Officer, Advisor, Employee and Volunteer shall complete a conflict of interest disclosure form which shall be reviewed by the Board President, Administrator, or appointed committee.If at any time a Director, Advisor, or committee member becomes aware of a conflict of interest, such information shall be disclosed and reported. Such person shall not attempt to exert his or her personal influence with respect to the matter, either at or outside the meeting.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The organization follows the process described in treasury regulation 4958 (6) (C) for establishing the 'Rebuttable Presumption of Reasonableness' in the review, approval, and documentation of officer, key management, and director compensation. As part of the annual budgeting process, the entire Governing board reviews & approves the entire compensation package of each person based on comparability factors including but not limited to the size of the organization, the geographical location of the organization, and the employee's length of service. The governing body appoints a compensation committee to gather comparable data and to make recommendations to the board. This process is conducted on an annual basis for the following positions:Administrator.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Made available upon request.”

Filing and Contact Details

Filer

Filer Name
Carmel Hills Inc
EIN
58-1307937
Phone
7043648302
Address
2801 Carmel Road, Charlotte, NC 28226

Signing Officer

Name
Paul Palmer Jr
Title
Treasurer
Signed
2018-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gabriel Iorga
Formed
1977
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
59
Volunteers
8

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202-2767
Preparer
Phillip G Wilson
Phone
7043721515
Supplemental Narrative

Financial Statement Notes

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Residents assistance shown as expense $118457 Net rental income $0”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Residents assistance shown as expense $118457 Net rental income $0”

Raw XML AppendixShowing 400 of 677 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Paul Palmer Jr
IRS990/Form990PartVIISectionAGrp/PersonNm1Naim Sawires
IRS990/Form990PartVIISectionAGrp/PersonNm2Dr Samir Abadeer
IRS990/Form990PartVIISectionAGrp/PersonNm3Dr Charles Heuss
IRS990/Form990PartVIISectionAGrp/PersonNm4Foster Chin
IRS990/Form990PartVIISectionAGrp/PersonNm5Larry Stassel
IRS990/Form990PartVIISectionAGrp/PersonNm6Sam Jeanjaquet
IRS990/Form990PartVIISectionAGrp/PersonNm7Steve McDonald
IRS990/Form990PartVIISectionAGrp/PersonNm8Paul Palmer
IRS990/Form990PartVIISectionAGrp/PersonNm9Gabriel Iorga
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Asst. Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Asst. Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Executive Dir.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0117974
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0118457
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0118457
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0118457
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0319226
IRS990/GrossReceiptsAmt03085687
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt017746
IRS990/InsuranceGrp/ProgramServicesAmt081200
IRS990/InsuranceGrp/TotalAmt098946
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt046983
IRS990/InterestGrp/TotalAmt046983
IRS990/InventoriesForSaleOrUseGrp/BOYAmt018788
IRS990/InventoriesForSaleOrUseGrp/EOYAmt016407
IRS990/InvestmentIncomeGrp/ExclusionAmt011056
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011056
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0112947
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0127354
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03718332
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01792906
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01600326
IRS990/LandBldgEquipCostOrOtherBssAmt05318658
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0201252
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt076500
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt073500
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt02555
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt02555
IRS990/MissionDesc0The main objective of Carmel Hills is to maintain and operate a retirement home by carrying out educational, religious, recreational and other programs. Carmel Hills also maintains a health care center and carries on such other work in the overall charitable field of services to the aged as may be appropriate.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01013716
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0674891
IRS990/NetAssetsOrFundBalancesBOYAmt0732021
IRS990/NetAssetsOrFundBalancesEOYAmt0850522
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0117974
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0117974
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt014230
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04286
IRS990/OccupancyGrp/ProgramServicesAmt0326534
IRS990/OccupancyGrp/TotalAmt0330820
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014802
IRS990/OfficeExpensesGrp/TotalAmt014802
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030025
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0136634
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0166659
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1Medical expense
IRS990/OtherExpensesGrp/Desc2Personal care supplies
IRS990/OtherExpensesGrp/Desc3Telephone
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0198
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12461
IRS990/OtherExpensesGrp/ProgramServicesAmt0151872
IRS990/OtherExpensesGrp/ProgramServicesAmt119891
IRS990/OtherExpensesGrp/ProgramServicesAmt215026
IRS990/OtherExpensesGrp/ProgramServicesAmt311204
IRS990/OtherExpensesGrp/TotalAmt0151872
IRS990/OtherExpensesGrp/TotalAmt119891
IRS990/OtherExpensesGrp/TotalAmt215224
IRS990/OtherExpensesGrp/TotalAmt313665
IRS990/OtherLiabilitiesGrp/BOYAmt01672945
IRS990/OtherLiabilitiesGrp/EOYAmt01863676
IRS990/OtherRevenueMiscGrp/Desc0Meals Income
IRS990/OtherRevenueMiscGrp/Desc1Philips Lifeline
IRS990/OtherRevenueMiscGrp/Desc2Sales Tax Refund
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07106
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt13261
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt214330
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07106
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13261
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt214330
IRS990/OtherRevenueTotalAmt027252
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0184497
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01061746
IRS990/OtherSalariesAndWagesGrp/TotalAmt01246243
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018082
IRS990/PayrollTaxesGrp/ProgramServicesAmt082371
IRS990/PayrollTaxesGrp/TotalAmt0100453
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01273
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05797
IRS990/PensionPlanContributionsGrp/TotalAmt07070
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030009
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027190
IRS990/PrincipalOfficerNm0Gabriel Iorga
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/Desc0Application Fees
IRS990/ProgramServiceRevenueGrp/Desc1Earned Entrance Fees
IRS990/ProgramServiceRevenueGrp/Desc2Late Fees
IRS990/ProgramServiceRevenueGrp/Desc3Resident Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01400
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1296567
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt225
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32124260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1296567
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt225
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32124260
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0301585
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0138830
IRS990/PYInvestmentIncomeAmt0730
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0968848
IRS990/PYOtherRevenueAmt035305
IRS990/PYProgramServiceRevenueAmt02496871
IRS990/PYRevenuesLessExpensesAmt0227875
IRS990/PYSalariesCompEmpBnftPaidAmt01498938
IRS990/PYTotalExpensesAmt02606616
IRS990/PYTotalRevenueAmt02834491
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0104271
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02422252
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01635215
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01803637
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt015900
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt042500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt012100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt020399
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt018499
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0109398
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0305901
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0301585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0211129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0395444
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0303164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01517223
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011056
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06326
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05995
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06580
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05929
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt035886
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02422252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02496871
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02585818
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02220725
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02237524
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011963190
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06326
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05995
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06580
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05929
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt035886

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,588,885
Liabilities
$2,738,363
Net assets
$850,522
Revenue
$2,884,435
Expenses
$2,780,164
Net income
$104,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$2.92$0.73$3.78$3.87$0.10
2024Summary only. Only limited summary data is available for this year.$3.44$2.61$0.83$3.99$3.72$0.27
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$2.76$0.56$3.55$3.81$0.26
2022Summary only. Only limited summary data is available for this year.$3.67$2.85$0.82$3.39$3.43$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$2.20$0.86$3.12$3.12$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$2.72$0.87$3.08$2.97$0.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$2.82$0.76$2.81$2.92$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.59$2.74$0.85$2.88$2.78$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$2.87$0.73$2.83$2.61$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.94$3.45$0.49$2.85$2.53$0.32
2015Detailed filing. Detailed filing data is available for this year.$3.42$3.20$0.22$2.66$2.38$0.28
2014Detailed filing. Detailed filing data is available for this year.$3.07$3.14$0.07$2.58$2.28$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$3.24$0.37$2.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$2.77$0.36$2.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$2.93$0.49$2.14