Civic Intelligence

Carmel Hills Retirement Comm

990 • Fiscal year 2020 • EIN 58-1307937

May 01, 2019 to Apr 30, 2020 • Filed on Sep 02, 2020

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.

2020 filings • NTEE L • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

44th percentile

0.88x

Higher debt load relative to revenue than 44% of similar nonprofits.

2020 filings • NTEE L • $1M-$5M nonprofits • Source year 2020

Net Margin

66th percentile

3.6%

Higher net margin than 66% of similar nonprofits.

2020 filings • NTEE L • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$88,256

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2020 filings • NTEE L • $1M-$5M nonprofits • Source year 2020

Asset Growth

63rd percentile

0.2%

Faster asset growth than 63% of similar nonprofits.

2020 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

9.6%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$3,587,337

Up $5,848 (+0.2%) from 2019

Net Assets

Up

$867,175

Up $110,391 (+15%) from 2019

Liabilities

Down

$2,720,162

Down $104,543 (-3.7%) from 2019

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin66th percentile

Revenue

Up

$3,077,955

Up $269,695 (+9.6%) from 2019

Expenses

Up

$2,967,564

Up $47,683 (+1.6%) from 2019

Net Income

Up

$110,391

Up $222,012 (+199%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2020

Assets$3,587,337
Liabilities$2,720,162
Net Assets$867,175
Open 2020 Filing

Operations Trend

Revenue Growth74th 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

2020

Revenue$3,077,955
Expenses$2,967,564
Net Income$110,391
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Sep 2, 2020
Return Version
2019v5.0
Gross Receipts
$3,100,905
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$1,844,349$1,850,937▲ $6,588
Savings and Temporary Cash Investments$1,526,407$1,511,202▼ $15,205
Investments in Publicly Traded Securities$148,746$145,899▼ $2,847
Loans From Officers Directors$73,500$73,500→ $0
Prepaid Expenses and Deferred Charges$39,336$37,759▼ $1,577
Accounts Receivable$7,969$28,336▲ $20,367
Inventories for Sale or Use$14,682$13,204▼ $1,478
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$3,581,489$3,587,337▲ $5,848
Other Assets Total-$0-
Liabilities
Other Liabilities$2,002,610$2,077,313▲ $74,703
Unsecured Notes Loans Payable$524,667$414,667▼ $110,000
Accounts Payable and Accrued Expenses$117,892$62,617▼ $55,275
Mortgage Notes Payable Secured by Investment Property$20,228$61,228▲ $41,000
Deferred Revenue$85,808$30,837▼ $54,971
Total Liabilities$2,824,705$2,720,162▼ $104,543
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$756,784$804,644▲ $47,860
Net Assets With Donor Restrictions-$62,531-
Total Net Assets Fund Balance$756,784$867,175▲ $110,391
Total Liabilities and Net Assets / Fund Balance$3,581,489$3,587,337▲ $5,848

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,094,771$2,603,254$3,698,025
Other Land Buildings$338,067$855,557$1,193,624
Leasehold Improvements$118,257$197,007$315,264
Land$200,667-$200,667
Equipment$99,175$34,518$133,693
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gabriel IorgaAdministratorFT$88,256$88,256

Board Members and Trustees

NameTitle
Steve McDonaldPresident
Robert McGartyVice President
Andrew SvehaugDirector
Larry StasselDirector
Paul PalmerDirector
Foster ChinAsst. Secretary
Naim SawiresAsst. Treasurer
Sam JeanjaquetSecretary
Paul Palmer JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$240,442
Program Service Revenue
$2,824,887
Investment Income
$-11,166
Other Revenue
$23,792
All Other Contributions
$240,442
Change in Net Assets
$110,391

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,931,455
Revenue Not Reported on Financial Statements
$146,500
Other Revenue Adjustments
$146,500
Total Revenue per Audited Statements
$2,931,455
Total Revenue per Form 990
$3,077,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,742,142
Other Expenses$1,078,922
Grants and Similar Amounts Paid$146,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,161,819$167,920-$1,329,739
Occupancy$288,595$3,786-$292,381
Depreciation Depletion$202,188$2,653-$204,841
Other Employee Benefits$164,590$33,875-$198,465
Grants to Domestic Individuals$146,500--$146,500
Fees for Services Other$132,337$138-$132,475
Payroll Taxes$94,413$19,475-$113,888
Current Officers, Directors, Trustees, and Key Employees$18,818$75,270-$94,088
Insurance$51,908$4,541-$56,449
Advertising-$46,398-$46,398
Interest$29,096--$29,096
All Other Expenses$18,389$10,165-$28,554
Office Expenses-$25,523-$25,523
Fees for Services Accounting-$13,917-$13,917
Travel$11,357--$11,357
Other Expenses$9,148$1,884-$11,032
Pension Plan Contributions$4,944$1,018-$5,962
Total Functional Expenses$2,560,778$406,786$0$2,967,564

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,967,564
Expenses per Audited Statements$2,821,064
Total Expenses per Audited Statements$2,821,064
Expenses Not Reported on Financial Statements$146,500
Other Expense Adjustments$146,500
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
Refundable entrance fees$1,130,812
Unamortized entrance fees$938,613
Annuities payable$7,388
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 35% controlled entity
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
2020-09-02
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
60
Volunteers
5

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

“Charity care $146500”

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

“Charity care $146500”

Raw XML AppendixShowing 400 of 654 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/PersonNm0Gabriel Iorga
IRS990/Form990PartVIISectionAGrp/PersonNm1Robert McGarty
IRS990/Form990PartVIISectionAGrp/PersonNm2Steve McDonald
IRS990/Form990PartVIISectionAGrp/PersonNm3Larry Stassel
IRS990/Form990PartVIISectionAGrp/PersonNm4Sam Jeanjaquet
IRS990/Form990PartVIISectionAGrp/PersonNm5Foster Chin
IRS990/Form990PartVIISectionAGrp/PersonNm6Paul Palmer Jr
IRS990/Form990PartVIISectionAGrp/PersonNm7Naim Sawires
IRS990/Form990PartVIISectionAGrp/PersonNm8Paul Palmer
IRS990/Form990PartVIISectionAGrp/PersonNm9Andrew Svehaug
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Asst. Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Asst. Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GrossReceiptsAmt03100905
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IRS990/InsuranceGrp/ManagementAndGeneralAmt04541
IRS990/InsuranceGrp/ProgramServicesAmt051908
IRS990/InsuranceGrp/TotalAmt056449
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt029096
IRS990/InterestGrp/TotalAmt029096
IRS990/InventoriesForSaleOrUseGrp/BOYAmt014682
IRS990/InventoriesForSaleOrUseGrp/EOYAmt013204
IRS990/InvestmentIncomeGrp/ExclusionAmt07784
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07784
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0148746
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt01844349
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01850937
IRS990/LandBldgEquipCostOrOtherBssAmt05541273
IRS990/LegalDomicileStateCd0NC
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IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt073500
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt073500
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt03359
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt03359
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/BOYAmt020228
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt061228
IRS990/NetAssetsOrFundBalancesBOYAmt0756784
IRS990/NetAssetsOrFundBalancesEOYAmt0867175
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-18950
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-18950
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0756784
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0804644
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03786
IRS990/OccupancyGrp/ProgramServicesAmt0288595
IRS990/OccupancyGrp/TotalAmt0292381
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025523
IRS990/OfficeExpensesGrp/TotalAmt025523
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt033875
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0164590
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0198465
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1Medical expense
IRS990/OtherExpensesGrp/Desc2Personal care supplies
IRS990/OtherExpensesGrp/Desc3Telephone
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0223
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11884
IRS990/OtherExpensesGrp/ProgramServicesAmt0190591
IRS990/OtherExpensesGrp/ProgramServicesAmt119160
IRS990/OtherExpensesGrp/ProgramServicesAmt216925
IRS990/OtherExpensesGrp/ProgramServicesAmt39148
IRS990/OtherExpensesGrp/TotalAmt0190591
IRS990/OtherExpensesGrp/TotalAmt119160
IRS990/OtherExpensesGrp/TotalAmt217148
IRS990/OtherExpensesGrp/TotalAmt311032
IRS990/OtherLiabilitiesGrp/BOYAmt02002610
IRS990/OtherLiabilitiesGrp/EOYAmt02077313
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
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IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0Meals Income
IRS990/OtherRevenueMiscGrp/Desc1Philips Lifeline
IRS990/OtherRevenueMiscGrp/Desc2Sales Tax Refund
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05619
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12530
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt212284
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05619
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12530
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt212284
IRS990/OtherRevenueTotalAmt023792
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0167920
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01161819
IRS990/OtherSalariesAndWagesGrp/TotalAmt01329739
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019475
IRS990/PayrollTaxesGrp/ProgramServicesAmt094413
IRS990/PayrollTaxesGrp/TotalAmt0113888
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01018
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04944
IRS990/PensionPlanContributionsGrp/TotalAmt05962
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt039336
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037759
IRS990/PrincipalOfficerNm0Gabriel Iorga
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0Application Fees
IRS990/ProgramServiceRevenueGrp/Desc1Early Reservation
IRS990/ProgramServiceRevenueGrp/Desc2Earned Entrance Fees
IRS990/ProgramServiceRevenueGrp/Desc3Resident Fees
IRS990/ProgramServiceRevenueGrp/Desc4Resident Move Fee
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2244042
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32576020
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2244042
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32576020
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0289092
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0138703
IRS990/PYInvestmentIncomeAmt0-1086
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01133570
IRS990/PYOtherRevenueAmt037147
IRS990/PYProgramServiceRevenueAmt02483107
IRS990/PYRevenuesLessExpensesAmt0-111621
IRS990/PYSalariesCompEmpBnftPaidAmt01647608
IRS990/PYTotalExpensesAmt02919881
IRS990/PYTotalRevenueAmt02808260
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0110391
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02824887
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01526407
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01511202
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt024850
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt016400
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt015900
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt042500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt012100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0111750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0240442
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0289092
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0305901
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0301585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0211129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01348149
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07784
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011056
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06326
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05995
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt042207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02824887
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02483107
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02422252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02496871
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02585818
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012812935
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07784
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06326

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,587,337
Liabilities
$2,720,162
Net assets
$867,175
Revenue
$3,077,955
Expenses
$2,967,564
Net income
$110,391
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
2020Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • NTEE L220 • $1M-$5M nonprofits