Civic Intelligence

Royal Oak Community Ltd.

990 • Fiscal year 2016 • EIN 58-1970228

Oct 01, 2015 to Sep 30, 2016 • Filed on May 09, 2017

PO Box 1900Dalton, GA 30722-1900

(706) 278-2105

Siviq Scores

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

Liabilities / Assets

95th percentile

1.20x

Higher debt load relative to assets than 95% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

2.61x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

19th percentile

-11%

Higher net margin than 19% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

99th percentile

$1,342,280

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 43.1% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

13th percentile

-7.3%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

30th percentile

-4.5%

Faster revenue growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$6,793,375

Down $538,722 (-7.3%) from 2015

Net Assets

Down

-$1,325,563

Down $237,257 (-22%) from 2015

Liabilities

Down

$8,118,938

Down $301,465 (-3.6%) from 2015

Revenue

Down

$3,112,257

Down $145,166 (-4.5%) from 2015

Expenses

Down

$3,446,162

Down $8,498 (-0.2%) from 2015

Net Income

Down

-$333,905

Down $136,668 (-69%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$6,793,375
Liabilities$8,118,938
Net Assets-$1,325,563

Operations Trend

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

2016

Revenue$3,112,257
Expenses$3,446,162
Net Income-$333,905
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
May 9, 2017
Return Version
2015v3.0
Gross Receipts
$4,947,860
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.

The primary mission of royal oaks is to provide a comfortable and secure residential lifestyle to residents within a caring environment, which offers an attractive array of personal services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,259,317$2,945,551▼ $313,766
Investments in Publicly Traded Securities$3,166,662$2,876,432▼ $290,230
Investments Other Securities$658,863$744,118▲ $85,255
Cash and Non-Interest-Bearing Accounts$71,564$109,029▲ $37,465
Prepaid Expenses and Deferred Charges$70,738$69,651▼ $1,087
Savings and Temporary Cash Investments$101,954$44,719▼ $57,235
Accounts Receivable$2,999$3,225▲ $226
Total Assets$7,332,097$6,793,375▼ $538,722
Other Assets Total$0$650▲ $650
Liabilities
Tax Exempt Bond Liabilities$4,495,000$3,745,000▼ $750,000
Other Liabilities$3,454,674$3,478,786▲ $24,112
Accounts Payable and Accrued Expenses$470,729$895,152▲ $424,423
Total Liabilities$8,420,403$8,118,938▼ $301,465
Net Assets / Fund Balance
Unrestricted Net Assets$-1,088,306$-1,325,563▼ $237,257
Total Net Assets Fund Balance$-1,088,306$-1,325,563▼ $237,257
Total Liabilities and Net Assets / Fund Balance$7,332,097$6,793,375▼ $538,722

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,003,064$8,897,075$10,900,139
Equipment$247,014$1,125,373$1,372,387
Land$608,400-$608,400
Other Land Buildings$87,073$251,550$338,623
Other Securities$313,941--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne ReaganExecutive DirectorFT$114,472$13,251$127,723
Steven P BridenstineAssistant Treasurer--$121,824$121,824

Board Members and Trustees

NameTitle
G Lamar LyleChairman
Jeffrey D MyersPresident/CEO/vice Chair
Sandra D MckenzieVice-president/COO
Don W AdcockTrustee
J Sherwood Jones MdTrustee
James R Reich SrTrustee
Larry E WinterTrustee
Laura J AllgoodTrustee
Mary M BrownTrustee
W Scott SellersTrustee
William L Mcdaniel Jr MdSecretary/treasurer
Joseph L McguireVP/CFO/SEC.TREAS. (BEG' JULY 16)
Gary L HowardVP/CFO/sec.treas. (thr. June 16)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,933,568
Investment Income
$65,546
Other Revenue
$113,143
Change in Net Assets
$-333,905

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,112,257
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$91,337
Total Revenue per Audited Statements
$3,203,594
Total Revenue per Form 990
$3,112,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,996,823
Other Expenses$1,449,339
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,409,253--$1,409,253
Depreciation Depletion$502,288--$502,288
Other Employee Benefits$435,027--$435,027
Office Expenses$426,843--$426,843
Occupancy$178,291--$178,291
Fees for Services Other$134,330--$134,330
Payroll Taxes$105,111--$105,111
Fees for Services Management-$75,000-$75,000
Pension Plan Contributions$47,432--$47,432
Interest$43,753--$43,753
Advertising$30,638--$30,638
Insurance$22,064--$22,064
Fees for Services Accounting-$15,840-$15,840
Fees for Service Investment Mgmnt Fees-$7,601-$7,601
Travel$7,044--$7,044
Other Expenses$5,589--$5,589
Fees for Services Legal-$58-$58
Total Functional Expenses$3,347,663$98,499$0$3,446,162

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,446,162
Total Expenses per Form 990$3,446,162
Total Expenses per Audited Statements$3,434,352
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-11,810
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Resident Deposits$3,478,786
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

The regular trustees of the organization are appointed by the board of trustees of hamilton health care system, inc.

Form 990, Part VI, Section A, line 7B

Certain capital expenditure and contractual commitment decisions must be subsequently approved by the hamilton health care system board of trustees.

Form 990, Part VI, Section B, line 11

Following management preparation and review, the form 990 is reviewed by an independent cpa firm. Subsequently, a draft copy of the unfiled form 990 is posted to a secure page on the hamilton health care system website for review and comment by all members of the board of trustees prior to filing with the internal revenue service.

Form 990, Part VI, Section B, line 12C

The organization has a clear and detailed conflict of interest policy which establishes a procedure for identifying, reviewing and addressing conflicts of interest. This policy also requires each trustee and officer of the organization to annually sign a statement acknowledging receipt of the conflict of interest policy.

Form 990, Part VI, Section C, line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Royal Oak Community Ltd
EIN
58-1970228
Phone
7062782105
Address
PO Box 1900, DALTON, GA 30722-1900

Signing Officer

Name
Joseph L Mcguire
Title
VP/CFO/sec.treas.
Phone
7062782105
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph L Mcguire
Formed
1991
Legal Domicile
Ga
Voting Board Members
11
Independent Board Members
8
Employees
72
Volunteers
0

Preparer

Firm
Dixon Hughes Goodman Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

RE ALLOCATE LIABILITY CLAIMS 8,351. Investment Income Liability claims

Financial Statement Notes

Part X, Line 2:

Income 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, 2016.

Part XI, Line 2D - Other Adjustments:

Liability claims investment income 3,040.

Part XII, Line 2D - Other Adjustments:

Liability claims accrual & investment fees -11,810.

Raw XML AppendixShowing 400 of 771 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0470729
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0895152
IRS990/AccountsReceivableGrp/BOYAmt02999
IRS990/AccountsReceivableGrp/EOYAmt03225
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PRIMARY MISSION OF ROYAL OAKS IS TO PROVIDE A COMFORTABLE AND SECURE RESIDENTIAL LIFESTYLE TO RESIDENTS WITHIN A CARING ENVIRONMENT, WHICH OFFERS AN ATTRACTIVE ARRAY OF PERSONAL SERVICES.
IRS990/AdvertisingGrp/ProgramServicesAmt030638
IRS990/AdvertisingGrp/TotalAmt030638
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Joseph L McGuire
IRS990/BooksInCareOfDetail/PhoneNum07062782105
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 Memorial Drive
IRS990/BooksInCareOfDetail/USAddress/CityNm0Dalton
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd030720
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt071564
IRS990/CashNonInterestBearingGrp/EOYAmt0109029
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt065546
IRS990/CYOtherExpensesAmt01449339
IRS990/CYOtherRevenueAmt0113143
IRS990/CYProgramServiceRevenueAmt02933568
IRS990/CYRevenuesLessExpensesAmt0-333905
IRS990/CYSalariesCompEmpBnftPaidAmt01996823
IRS990/CYTotalExpensesAmt03446162
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03112257
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0502288
IRS990/DepreciationDepletionGrp/TotalAmt0502288
IRS990/Desc0THE 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, 2016, THERE WERE 39 INDEPENDENT AND 40 ASSISED LIVING UNITS OCCUPIED PROVIDING HOUSING FOR 86 RESIDENTS.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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt072
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03347663
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt015840
IRS990/FeesForServicesAccountingGrp/TotalAmt015840
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt058
IRS990/FeesForServicesLegalGrp/TotalAmt058
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt075000
IRS990/FeesForServicesManagementGrp/TotalAmt075000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0134330
IRS990/FeesForServicesOtherGrp/TotalAmt0134330
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07601
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07601
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt6105355
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10269626
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1192926
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1211412
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1331278
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1413251
IRS990/Form990PartVIISectionAGrp/PersonNm0G LAMAR LYLE
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM L MCDANIEL JR MD
IRS990/Form990PartVIISectionAGrp/PersonNm2DON W ADCOCK
IRS990/Form990PartVIISectionAGrp/PersonNm3LAURA J ALLGOOD
IRS990/Form990PartVIISectionAGrp/PersonNm4MARY M BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm5J SHERWOOD JONES MD
IRS990/Form990PartVIISectionAGrp/PersonNm6SANDRA D MCKENZIE
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES R REICH SR
IRS990/Form990PartVIISectionAGrp/PersonNm8W SCOTT SELLERS
IRS990/Form990PartVIISectionAGrp/PersonNm9LARRY E WINTER
IRS990/Form990PartVIISectionAGrp/PersonNm10JEFFREY D MYERS
IRS990/Form990PartVIISectionAGrp/PersonNm11GARY L HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm12STEVEN P BRIDENSTINE
IRS990/Form990PartVIISectionAGrp/PersonNm13JOSEPH L MCGUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm14ANNE REAGAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14114472
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6414960
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt101072654
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11725032
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12110412
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13329103
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE-PRESIDENT/COO
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT/CEO/VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP/CFO/SEC.TREAS. (THR. JUNE 16)
IRS990/Form990PartVIISectionAGrp/TitleTxt12ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP/CFO/SEC.TREAS. (BEG' JULY 16)
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt017317
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01852920
IRS990/GrossReceiptsAmt04947860
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt022064
IRS990/InsuranceGrp/TotalAmt022064
IRS990/InterestGrp/ProgramServicesAmt043753
IRS990/InterestGrp/TotalAmt043753
IRS990/InvestmentIncomeGrp/ExclusionAmt048229
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048229
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0658863
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0744118
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03166662
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02876432
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010273998
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03259317
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02945551
IRS990/LandBldgEquipCostOrOtherBssAmt013219549
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01835603
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ROYAL 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-1088306
IRS990/NetAssetsOrFundBalancesEOYAmt0-1325563
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt017317
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt017317
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt088297
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0178291
IRS990/OccupancyGrp/TotalAmt0178291
IRS990/OfficeExpensesGrp/ProgramServicesAmt0426843
IRS990/OfficeExpensesGrp/TotalAmt0426843
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0650
IRS990/OtherChangesInNetAssetsAmt08351
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0435027
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0435027
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt05589
IRS990/OtherExpensesGrp/TotalAmt05589
IRS990/OtherLiabilitiesGrp/BOYAmt03454674
IRS990/OtherLiabilitiesGrp/EOYAmt03478786
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0113143
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0113143
IRS990/OtherRevenueTotalAmt0113143
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01409253
IRS990/OtherSalariesAndWagesGrp/TotalAmt01409253
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0105111
IRS990/PayrollTaxesGrp/TotalAmt0105111
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt047432
IRS990/PensionPlanContributionsGrp/TotalAmt047432
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt070738
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt069651
IRS990/PrincipalOfficerNm0JOSEPH L MCGUIRE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT MONTHLY FEES
IRS990/ProgramServiceRevenueGrp/Desc1ADMISSION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02863318
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt170250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02863318
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt170250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0207667
IRS990/PYOtherExpensesAmt01484757
IRS990/PYOtherRevenueAmt0114284
IRS990/PYProgramServiceRevenueAmt02935472
IRS990/PYRevenuesLessExpensesAmt0-197237
IRS990/PYSalariesCompEmpBnftPaidAmt01969903
IRS990/PYTotalExpensesAmt03454660
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03257423
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-333905
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03046711
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0101954
IRS990/SavingsAndTempCashInvstGrp/EOYAmt044719
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt065546
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt074834
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0108012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0108309
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0153879
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0510580
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02933568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02935472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02920139
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02817633
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02838118
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014444930
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt065546
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt074834
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0108012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0108309
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0153879
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0510580
IRS990ScheduleA/InvestmentIncomeCYPct00.03280
IRS990ScheduleA/InvestmentIncomePYPct00.03850
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0113143
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0114284
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0103046
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0188804
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0109140
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0628417
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92690
IRS990ScheduleA/PublicSupportPY509Pct00.92280
IRS990ScheduleA/PublicSupportTotal509Amt014444930
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02933568
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02935472
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02920139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02817633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02838118
IRS990ScheduleA/Total509Grp/TotalAmt014444930
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03112257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03124590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03131197
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03114746
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03101137
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt015583927
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02003064
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08897075
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010900139
IRS990ScheduleD/EquipmentGrp/BookValueAmt0247014
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01125373
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01372387
IRS990ScheduleD/ExpensesNotReportedAmt0-11810
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03446162
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0608400
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0608400
IRS990ScheduleD/NetUnrealizedGainsInvstAmt088297
IRS990ScheduleD/OtherExpensesIncludedAmt0-11810
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt087073
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0251550
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0338623
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03478786
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDENT DEPOSITS
IRS990ScheduleD/OtherRevenueAmt03040
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0430177
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1313941
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REAL ESTATE
IRS990ScheduleD/OtherSecuritiesGrp/Desc1TIMBERLAND INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt091337
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03112257

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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