Civic Intelligence

Carmel Hills Retirement Comm

990 • Fiscal year 2019 • EIN 58-1307937

May 01, 2018 to Apr 30, 2019 • Filed on Sep 12, 2019

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

0.79x

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

2019 filings • NTEE L • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

43rd percentile

1.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

2019 filings • NTEE L • $1M-$5M nonprofits • Source year 2019

Net Margin

52nd percentile

-4.0%

Higher net margin than 52% of similar nonprofits.

2019 filings • NTEE L • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

59th percentile

$79,320

Higher top officer pay than 59% of similar nonprofits.

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

2019 filings • NTEE L • $1M-$5M nonprofits • Source year 2019

Asset Growth

65th percentile

-0.2%

Faster asset growth than 65% of similar nonprofits.

2019 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-2.6%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$3,581,489

Down $7,396 (-0.2%) from 2018

Net Assets

Down

$756,784

Down $93,738 (-11%) from 2018

Liabilities

Up

$2,824,705

Up $86,342 (+3.2%) from 2018

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin52nd percentile

Revenue

Down

$2,808,260

Down $76,175 (-2.6%) from 2018

Expenses

Up

$2,919,881

Up $139,717 (+5.0%) from 2018

Net Income

Down

-$111,621

Down $215,892 (-207%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2019

Assets$3,581,489
Liabilities$2,824,705
Net Assets$756,784
Open 2019 Filing

Operations Trend

Revenue Growth24th 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

2019

Revenue$2,808,260
Expenses$2,919,881
Net Income-$111,621
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Sep 12, 2019
Return Version
2018v3.1
Gross Receipts
$2,820,392
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
Land, Buildings, and Equipment, Net$1,600,326$1,844,349▲ $244,023
Savings and Temporary Cash Investments$1,803,637$1,526,407▼ $277,230
Investments in Publicly Traded Securities$127,354$148,746▲ $21,392
Loans From Officers Directors$73,500$73,500→ $0
Prepaid Expenses and Deferred Charges$27,190$39,336▲ $12,146
Inventories for Sale or Use$16,407$14,682▼ $1,725
Accounts Receivable$13,971$7,969▼ $6,002
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$3,588,885$3,581,489▼ $7,396
Other Assets Total-$0-
Liabilities
Other Liabilities$1,863,676$1,994,668▲ $130,992
Mortgage Notes Payable Secured by Investment Property$674,891$552,837▼ $122,054
Accounts Payable and Accrued Expenses$100,637$117,892▲ $17,255
Deferred Revenue$25,659$85,808▲ $60,149
Total Liabilities$2,738,363$2,824,705▲ $86,342
Net Assets / Fund Balance
Unrestricted Net Assets$850,522$756,784▼ $93,738
Total Net Assets Fund Balance$850,522$756,784▼ $93,738
Total Liabilities and Net Assets / Fund Balance$3,588,885$3,581,489▼ $7,396

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,110,889$2,695,492$3,806,381
Other Land Buildings$346,123$875,756$1,221,879
Leasehold Improvements$130,603$185,913$316,516
Equipment$56,067$150,831$206,898
Land$200,667-$200,667
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gabriel IorgaExecutive DirectorFT$79,320$79,320

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
Mr Paul Palmer JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$289,092
Program Service Revenue
$2,483,107
Investment Income
$-1,086
Other Revenue
$37,147
All Other Contributions
$289,092
Change in Net Assets
$-111,621

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,669,557
Revenue Not Reported on Financial Statements
$138,703
Revenue Not Reported on Form 990
$17,883
Other Revenue Adjustments
$138,703
Total Revenue per Audited Statements
$2,687,440
Total Revenue per Form 990
$2,808,260
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,647,608
Other Expenses$1,133,570
Grants and Similar Amounts Paid$138,703
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,142,752$168,164-$1,310,916
Occupancy$369,085$4,843-$373,928
Depreciation Depletion$189,626$2,488-$192,114
Other Employee Benefits$126,798$24,026-$150,824
Grants to Domestic Individuals$138,703--$138,703
Fees for Services Other$103,772$18,027-$121,799
Insurance$88,230$13,217-$101,447
Payroll Taxes$84,278$15,970-$100,248
Current Officers, Directors, Trustees, and Key Employees$26,277$53,349-$79,626
Advertising-$42,403-$42,403
Interest$33,717--$33,717
Office Expenses-$20,872-$20,872
All Other Expenses$12,728$6,157-$18,885
Other Expenses$15,661$2,693-$15,661
Travel$14,729--$14,729
Pension Plan Contributions$5,039$955-$5,994
Total Functional Expenses$2,546,409$373,472$0$2,919,881

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,919,881
Expenses per Audited Statements$2,781,178
Total Expenses per Audited Statements$2,781,178
Expenses Not Reported on Financial Statements$138,703
Other Expense Adjustments$138,703
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$73,500$73,500→ $0
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$1,067,697
Refundable entrance fees$926,471
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
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, 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
2019-09-12
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
52
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 $138703”

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

“Residents assistance shown as expense $138703”

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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/PersonNm0Steve McDonald
IRS990/Form990PartVIISectionAGrp/PersonNm1Larry Stassel
IRS990/Form990PartVIISectionAGrp/PersonNm2Sam Jeanjaquet
IRS990/Form990PartVIISectionAGrp/PersonNm3Foster Chin
IRS990/Form990PartVIISectionAGrp/PersonNm4Mr Paul Palmer Jr
IRS990/Form990PartVIISectionAGrp/PersonNm5Naim Sawires
IRS990/Form990PartVIISectionAGrp/PersonNm6Dr Samir Abadeer
IRS990/Form990PartVIISectionAGrp/PersonNm7Paul Palmer
IRS990/Form990PartVIISectionAGrp/PersonNm8Dr Charles Heuss
IRS990/Form990PartVIISectionAGrp/PersonNm9Gabriel Iorga
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Asst. Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Asst. Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Executive Dir.
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IRS990/FormationYr01977
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0138703
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/InsuranceGrp/ManagementAndGeneralAmt013217
IRS990/InsuranceGrp/ProgramServicesAmt088230
IRS990/InsuranceGrp/TotalAmt0101447
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt033717
IRS990/InterestGrp/TotalAmt033717
IRS990/InventoriesForSaleOrUseGrp/BOYAmt016407
IRS990/InventoriesForSaleOrUseGrp/EOYAmt014682
IRS990/InvestmentIncomeGrp/ExclusionAmt011046
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0127354
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0148746
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt028
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03907992
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01600326
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01844349
IRS990/LandBldgEquipCostOrOtherBssAmt05752341
IRS990/LegalDomicileStateCd0NC
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IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt073500
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt073500
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt05767
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt05767
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/BOYAmt0674891
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0552837
IRS990/NetAssetsOrFundBalancesBOYAmt0850522
IRS990/NetAssetsOrFundBalancesEOYAmt0756784
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-12132
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-12132
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt017883
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04843
IRS990/OccupancyGrp/ProgramServicesAmt0369085
IRS990/OccupancyGrp/TotalAmt0373928
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt020872
IRS990/OfficeExpensesGrp/TotalAmt020872
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt024026
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0126798
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0150824
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/Desc2Telephone
IRS990/OtherExpensesGrp/Desc3Medical expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0308
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12693
IRS990/OtherExpensesGrp/ProgramServicesAmt0157298
IRS990/OtherExpensesGrp/ProgramServicesAmt123503
IRS990/OtherExpensesGrp/ProgramServicesAmt214213
IRS990/OtherExpensesGrp/ProgramServicesAmt315661
IRS990/OtherExpensesGrp/TotalAmt0157298
IRS990/OtherExpensesGrp/TotalAmt123811
IRS990/OtherExpensesGrp/TotalAmt216906
IRS990/OtherExpensesGrp/TotalAmt315661
IRS990/OtherLiabilitiesGrp/BOYAmt01863676
IRS990/OtherLiabilitiesGrp/EOYAmt01994668
IRS990/OtherRevenueMiscGrp/Desc0Meals Income
IRS990/OtherRevenueMiscGrp/Desc1Miscellaneous
IRS990/OtherRevenueMiscGrp/Desc2Sales Tax Refund
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt09022
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14088
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt218270
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09022
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14088
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt218270
IRS990/OtherRevenueTotalAmt037147
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0168164
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01142752
IRS990/OtherSalariesAndWagesGrp/TotalAmt01310916
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015970
IRS990/PayrollTaxesGrp/ProgramServicesAmt084278
IRS990/PayrollTaxesGrp/TotalAmt0100248
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0955
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05039
IRS990/PensionPlanContributionsGrp/TotalAmt05994
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027190
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt039336
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/RelatedOrExemptFuncIncomeAmt02800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1189684
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2274
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32290349
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1189684
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2274
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32290349
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0305901
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0118457
IRS990/PYInvestmentIncomeAmt0129030
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01059174
IRS990/PYOtherRevenueAmt027252
IRS990/PYProgramServiceRevenueAmt02422252
IRS990/PYRevenuesLessExpensesAmt0104271
IRS990/PYSalariesCompEmpBnftPaidAmt01602533
IRS990/PYTotalExpensesAmt02780164
IRS990/PYTotalRevenueAmt02884435
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-111621
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02483107
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01803637
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01526407
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt016400
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt015900
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt042500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt012100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt020399
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0107299
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0289092
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0305901
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0301585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0211129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0395444
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01503151
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011056
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06326
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05995
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06580
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02483107
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02422252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02496871
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02585818
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02220725
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012208773
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06326
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05995
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06580
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt041003
IRS990ScheduleA/InvestmentIncomeCYPct00.00290

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,581,489
Liabilities
$2,824,705
Net assets
$756,784
Revenue
$2,808,260
Expenses
$2,919,881
Net income
-$111,621
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
2019Detailed filing. Detailed filing data is available for this year.$3.58$2.82$0.76$2.81$2.92$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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