Civic Intelligence

Royal Oak Community Ltd.

990 • Fiscal year 2013 • EIN 58-1970228

Oct 01, 2012 to Sep 30, 2013 • Filed on May 14, 2014

Organization ProfileN/A
PO Box 190030722-1900
Siviq Scores

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

Liabilities / Assets

94th percentile

1.10x

Higher debt load relative to assets than 94% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

36th percentile

-0.4%

Faster asset growth than 36% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$9,537,518

Down $42,537 (-0.4%) from 2012

Net Assets

Up

-$915,048

Up $169,484 (+16%) from 2012

Liabilities

Down

$10,452,566

Down $212,021 (-2.0%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$3,165,091

Up $171,961 (+5.7%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2011: $9,644,644Liabilities 2011: $11,316,471Net Assets 2011: -$1,671,8272011Assets 2012: $9,580,055Liabilities 2012: $10,664,587Net Assets 2012: -$1,084,5322012Assets 2013: $9,537,518Liabilities 2013: $10,452,566Net Assets 2013: -$915,0482013Assets 2014: $8,909,317Liabilities 2014: $9,634,362Net Assets 2014: -$725,0452014Assets 2015: $7,332,097Liabilities 2015: $8,420,403Net Assets 2015: -$1,088,3062015Assets 2016: $6,793,375Liabilities 2016: $8,118,938Net Assets 2016: -$1,325,5632016Assets 2017: $6,931,758Liabilities 2017: $8,689,207Net Assets 2017: -$1,757,4492017Assets 2018: $6,892,950Liabilities 2018: $7,611,634Net Assets 2018: -$718,6842018Assets 2019: $6,682,268Liabilities 2019: $7,815,065Net Assets 2019: -$1,132,7972019Assets 2020: $6,803,952Liabilities 2020: $7,934,640Net Assets 2020: -$1,130,6882020Assets 2021: $7,738,272Liabilities 2021: $6,766,507Net Assets 2021: $971,7652021Assets 2022: $8,309,563Liabilities 2022: $7,904,001Net Assets 2022: $405,5622022Assets 2023: $8,577,735Liabilities 2023: $8,287,146Net Assets 2023: $290,5892023Assets 2024: $9,477,047Liabilities 2024: $8,301,642Net Assets 2024: $1,175,4052024

Highlighted filing

2013

Assets$9,537,518
Liabilities$10,452,566
Net Assets-$915,048
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,094,6872011Revenue 2012: $3,210,135Expenses 2012: $2,993,130Net Income 2012: $217,0052012Expenses 2013: $3,165,0912013Revenue 2014: $3,437,311Expenses 2014: $3,331,688Net Income 2014: $105,6232014Revenue 2015: $3,257,423Expenses 2015: $3,454,660Net Income 2015: -$197,2372015Revenue 2016: $3,112,257Expenses 2016: $3,446,162Net Income 2016: -$333,9052016Revenue 2017: $3,381,740Expenses 2017: $4,021,684Net Income 2017: -$639,9442017Revenue 2018: $3,401,159Expenses 2018: $3,913,314Net Income 2018: -$512,1552018Revenue 2019: $3,482,012Expenses 2019: $3,926,876Net Income 2019: -$444,8642019Revenue 2020: $3,506,067Expenses 2020: $3,625,461Net Income 2020: -$119,3942020Revenue 2021: $3,127,751Expenses 2021: $3,094,962Net Income 2021: $32,7892021Revenue 2022: $3,621,653Expenses 2022: $3,622,138Net Income 2022: -$4852022Revenue 2023: $3,806,850Expenses 2023: $4,050,536Net Income 2023: -$243,6862023Revenue 2024: $4,038,615Expenses 2024: $4,407,751Net Income 2024: -$369,1362024

Highlighted filing

2013

Revenue-
Expenses$3,165,091
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
May 14, 2014
Return Version
2012v2.1
Gross Receipts
$5,473,043
Mission and Program Overview

Mission

Royal oak is a not-for-profit senior-living community. The primary mission of royal oak is to provide a comfortable and secure residential lifestyle to our residents within a caring environment which offers and attractive array of personal services. Royal oaks will occupy a leadership position as a senior living community with a commitment to provide a holistic service approach which provides for the physical, spiritual, intellectual, and social needs of our residents. The ongoing fulfillment of our mission will be based upon earning the respect, trust, and friendship of residents on a daily basis.

Filing and Contact Details

Filer

EIN
58-1970228
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IRS990/Description0THE GOAL OF ROYAL OAK COMMUNITY IS TO PROVIDE INDEPENDENT AND ASSISTED LIVING SERVICES IN A SAFE AND SECURE ENVIRONMENT AND TO OFFER OUR RESIDENTS OPPORTUNITIES TO PARTICIPATE IN SOCIAL AND CULTURAL ACTIVITIES. ROYAL OAK HAS 72 INDEPENDENT AND 42 ASSISTED LIVING UNITS AVAILABLE FOR OCCUPANCY. AT SEPTEMBER 30, 2013, THERE WERE 33 INDEPENDENT AND 42 ASSISED LIVING UNITS OCCUPIED PROVIDING HOUSING FOR 78 RESIDNETS.ACTIVITIES AVAILABLE FOR RESIDENT PARTICIPATION INCLUDE BI-WEEKLY BIBLE STUDY CONDUCTED BY LOCAL MINISTERS, EXERCISE CLASSES HELD TWO TIMES PER WEEK, AS WELL AS TRANSPORTATION TO BRADLEY WELLNESS CENTER, MONTHLY BIRTHDAY PARTIES FOR RESIDENTS, CELEBRATIONS OF VARIOUS HOLIDAYS INCLUDING VALENTINE'S DAY, EASTER, THE 4TH OF JULY, CHRISTMAS, HANNUKAH, AND NEW YEAR'S DAY, TRANSPORTATION TO THEATERS AND MUSEUMS, WEEKLY AIRING OF THE MOST RECENT MOVIE RELEASES, PERFORMANCES ON SITE BY WORLD CLASS MUSICIANS WHO HAVE PERFORMED IN OPERA HOUSES WORLDWIDE.
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IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.90760
IRS990ScheduleA/PublicSupportTotal509014334418
IRS990ScheduleA/SupportFromDQPsEtc/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear02817633
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year02838118
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years02954704
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years02869853
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years02854110
IRS990ScheduleA/Total509/Total014334418
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear03114746
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year03101137
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years03204093
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years03162859
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years03211224
IRS990ScheduleA/TotalSupportTotal/Total015794059
IRS990/ScheduleBRequired00
IRS990ScheduleD/Buildings/BookValue03019696
IRS990ScheduleD/Buildings/Depreciation07535548
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis010555244
IRS990ScheduleD/Equipment/BookValue0146739
IRS990ScheduleD/Equipment/Depreciation01038460
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis01185199
IRS990ScheduleD/ExpensesNotRptdF99005427
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal03165091
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0INCOME TAXES: THE SYSTEM HAS ADOPTED PROCEDURES FOR DETERMINING THE EXISTENCE OF UNCERTAIN TAX POSITIONS, AND THE RELATED TIMING AND AMOUNT OF THEIR IMPACT ON THE FINANCIAL STATEMENTS, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2013.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1LIABILITY CLAIMS INVESTMENT INCOME 3,024.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2LIABILITY CLAIMS ACCRUAL & INVESTMENT FEES 5,427.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/Land/BookValue0608400
IRS990ScheduleD/Land/OtherCostOrOtherBasis0608400
IRS990ScheduleD/NetUnrealizedGainsInvestments0157671
IRS990ScheduleD/OtherExpensesIncluded05427
IRS990ScheduleD/OtherLandBuildings/BookValue053117
IRS990ScheduleD/OtherLandBuildings/Depreciation0217530
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis0270647
IRS990ScheduleD/OtherLiabilities/Amount02509724
IRS990ScheduleD/OtherLiabilities/Description0RESIDENT DEPOSITS
IRS990ScheduleD/OtherRevenues03024
IRS990ScheduleD/OtherSecurities/BookValue0318913
IRS990ScheduleD/OtherSecurities/BookValue1239209
IRS990ScheduleD/OtherSecurities/BookValue2393068
IRS990ScheduleD/OtherSecurities/Description0REAL ESTATE
IRS990ScheduleD/OtherSecurities/Description1TIMBERLAND INVESTMENTS
IRS990ScheduleD/OtherSecurities/Description2LONG/SHORT OF FUNDS
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/OtherSecurities/MethodOfValuation2F
IRS990ScheduleD/RevenueNotRptdF9900160695
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal03221644
IRS990ScheduleD/TotalExpensesPerForm99003165091
IRS990ScheduleD/TotalOfAmounts02509724
IRS990ScheduleD/TotalOfBookValueLandBuildings03827952
IRS990ScheduleD/TotalOfBookValueSecurities0951190
IRS990ScheduleD/TotalRevenuePerForm99003221644

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,537,518
Liabilities
$10,452,566
Net assets
-$915,048
Revenue
-
Expenses
$3,165,091
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.48$8.30$1.18$4.04$4.41$0.37
2023Detailed filing. Detailed filing data is available for this year.$8.58$8.29$0.29$3.81$4.05$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.31$7.90$0.41$3.62$3.62$0.00
2021Detailed filing. Detailed filing data is available for this year.$7.74$6.77$0.97$3.13$3.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$6.80$7.93$1.13$3.51$3.63$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.68$7.82$1.13$3.48$3.93$0.44
2018Detailed filing. Detailed filing data is available for this year.$6.89$7.61$0.72$3.40$3.91$0.51
2017Detailed filing. Detailed filing data is available for this year.$6.93$8.69$1.76$3.38$4.02$0.64
2016Detailed filing. Detailed filing data is available for this year.$6.79$8.12$1.33$3.11$3.45$0.33
2015Detailed filing. Detailed filing data is available for this year.$7.33$8.42$1.09$3.26$3.45$0.20
2014Detailed filing. Detailed filing data is available for this year.$8.91$9.63$0.73$3.44$3.33$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.54$10.5$0.92$3.17
2012Summary only. Only limited summary data is available for this year.$9.58$10.7$1.08$3.21$2.99$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.64$11.3$1.67$3.09