Civic Intelligence

Royal Oak Community Ltd.

990 • Fiscal year 2019 • EIN 58-1970228

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 14, 2020

Organization ProfileN/A
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

1.17x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

2.24x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

17th percentile

-13%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

99th percentile

$1,624,088

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 46.6% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

23rd percentile

-3.1%

Faster asset growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

2.4%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$6,682,268

Down $210,682 (-3.1%) from 2018

Net Assets

Down

-$1,132,797

Down $414,113 (-58%) from 2018

Liabilities

Up

$7,815,065

Up $203,431 (+2.7%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin17th percentile

Revenue

Up

$3,482,012

Up $80,853 (+2.4%) from 2018

Expenses

Up

$3,926,876

Up $13,562 (+0.3%) from 2018

Net Income

Up

-$444,864

Up $67,291 (+13%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2019

Assets$6,682,268
Liabilities$7,815,065
Net Assets-$1,132,797
Open 2019 Filing

Operations Trend

Revenue Growth46th percentile

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

2019

Revenue$3,482,012
Expenses$3,926,876
Net Income-$444,864
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 14, 2020
Return Version
2018v3.2
Gross Receipts
$6,913,516
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
Investments in Publicly Traded Securities$3,412,998$3,546,913▲ $133,915
Land, Buildings, and Equipment, Net$2,455,104$2,130,946▼ $324,158
Investments Other Securities$743,600$735,372▼ $8,228
Cash and Non-Interest-Bearing Accounts$218,968$151,376▼ $67,592
Savings and Temporary Cash Investments$32,580$84,474▲ $51,894
Prepaid Expenses and Deferred Charges$27,045$29,239▲ $2,194
Accounts Receivable$2,655$2,916▲ $261
Other Notes and Loans Receivable, Net-$1,032-
Total Assets$6,892,950$6,682,268▼ $210,682
Liabilities
Other Liabilities$4,121,673$4,121,423▼ $250
Tax Exempt Bond Liabilities$2,970,000$2,970,000→ $0
Accounts Payable and Accrued Expenses$519,961$723,642▲ $203,681
Total Liabilities$7,611,634$7,815,065▲ $203,431
Net Assets / Fund Balance
Unrestricted Net Assets$-718,684$-1,132,797▼ $414,113
Total Net Assets Fund Balance$-718,684$-1,132,797▼ $414,113
Total Liabilities and Net Assets / Fund Balance$6,892,950$6,682,268▼ $210,682

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,102,083$10,117,061$11,219,144
Equipment$329,524$1,274,241$1,603,765
Land$608,400-$608,400
Other Land Buildings$90,939$300,139$391,078
Other Securities$266,965--
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
G Lamar LyleChairman
Jeffrey D MyersPresident/CEO/vice Chair
Sandra D MckenzieVice-president/COO/trustee
Don W AdcockTrustee
Larry E WinterTrustee
Laura J AllgoodTrustee
Oliver F CobbTrustee
Robert K Estes JrTrustee
W Scott SellersTrustee
Zabdiel MendezTrustee
Jospeh L McguireAssistant Treasurer
Steven P BridenstineAssistant Treasurer
William L Mcdaniel Jr MdSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,212,109
Investment Income
$153,588
Other Revenue
$116,315
Change in Net Assets
$-444,864

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,468,784
Revenue Not Reported on Financial Statements
$13,228
Revenue Not Reported on Form 990
$35,771
Total Revenue per Audited Statements
$3,504,555
Total Revenue per Form 990
$3,482,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,290,835
Other Expenses$1,636,041
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$1,600,381--$1,600,381
Office Expenses$539,023--$539,023
Other Employee Benefits$536,523--$536,523
Depreciation Depletion$364,274--$364,274
Fees for Services Other$204,051--$204,051
Fees for Services Management-$186,900-$186,900
Occupancy$176,608--$176,608
Payroll Taxes$111,981--$111,981
Interest$68,697--$68,697
Pension Plan Contributions$41,950--$41,950
Advertising$27,771--$27,771
Insurance$25,124--$25,124
Fees for Services Accounting-$17,658-$17,658
Fees for Service Investment Mgmnt Fees-$13,051-$13,051
Other Expenses$11,204--$11,204
Travel$1,680--$1,680
Total Functional Expenses$3,709,267$217,609$0$3,926,876

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,926,876
Expenses per Audited Statements$3,913,648
Total Expenses per Audited Statements$3,870,567
Expenses Not Reported on Financial Statements$13,228
Expenses Not Reported on Form 990$-43,081
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$4,121,423
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 11B

“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
Julie a Soekoro
Title
VP/CFO/assistant Treasurer
Phone
7062782105
Signed
2020-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey D Myers
Formed
1991
Legal Domicile
Ga
Voting Board Members
11
Independent Board Members
9
Employees
44
Volunteers
0

Preparer

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

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, 2019.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Liability claims investment income 5,020.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Liability claims accrual & investment fees -43,081.”

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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/TitleTxt12ASSISTANT TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt085740
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03517244
IRS990/GrossReceiptsAmt06913516
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt025124
IRS990/InsuranceGrp/TotalAmt025124
IRS990/InterestGrp/ProgramServicesAmt068697
IRS990/InterestGrp/TotalAmt068697
IRS990/InvestmentIncomeGrp/ExclusionAmt067848
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt067848
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0743600
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0735372
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03412998
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03546913
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011691441
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02455104
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02130946
IRS990/LandBldgEquipCostOrOtherBssAmt013822387
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03431504
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AS AN AFFILIATE OF HAMILTON HEALTH CARE SYSTEM, ROYAL OAK COMMUNITY, LTD. SUPPORTS THE SYSTEM MISSION OF PROVIDING LEADERSHIP, PARTNERSHIPS AND SEAMLESS RESOURCE COORDINATION TO MEET HEALTH CARE NEEDS THAT ADVANCE THE QUALITY AND DIGNITY OF LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-718684
IRS990/NetAssetsOrFundBalancesEOYAmt0-1132797
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt085740
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt085740
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt030751
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0176608
IRS990/OccupancyGrp/TotalAmt0176608
IRS990/OfficeExpensesGrp/ProgramServicesAmt0539023
IRS990/OfficeExpensesGrp/TotalAmt0539023
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0536523
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0536523
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt011204
IRS990/OtherExpensesGrp/TotalAmt011204
IRS990/OtherLiabilitiesGrp/BOYAmt04121673
IRS990/OtherLiabilitiesGrp/EOYAmt04121423
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0116315
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0116315
IRS990/OtherRevenueTotalAmt0116315
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01032
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0111981
IRS990/PayrollTaxesGrp/TotalAmt0111981
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt041950
IRS990/PensionPlanContributionsGrp/TotalAmt041950
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027045
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt029239
IRS990/PrincipalOfficerNm0JEFFREY D MYERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT MONTHLY FEES
IRS990/ProgramServiceRevenueGrp/Desc1ADMISSION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03090359
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1121750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03090359
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1121750
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt059729
IRS990/PYOtherExpensesAmt01663529
IRS990/PYOtherRevenueAmt0146319
IRS990/PYProgramServiceRevenueAmt03195111
IRS990/PYRevenuesLessExpensesAmt0-512155
IRS990/PYSalariesCompEmpBnftPaidAmt02249785
IRS990/PYTotalExpensesAmt03913314
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03401159
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-444864
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03414164
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032580
IRS990/SavingsAndTempCashInvstGrp/EOYAmt084474
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0153588
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt059729
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt090930
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt065546
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt074834
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0444627
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03212109
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03195111
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03165118
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02933568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02935472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015441378
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0153588
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt059729
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt090930
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt065546
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt074834
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0444627
IRS990ScheduleA/InvestmentIncomeCYPct00.02690
IRS990ScheduleA/InvestmentIncomePYPct00.02470
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0116315
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0146319
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0125692
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0113143
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0114284
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0615753
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93570
IRS990ScheduleA/PublicSupportPY509Pct00.93800
IRS990ScheduleA/PublicSupportTotal509Amt015441378
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03212109
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03195111
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03165118
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02933568
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02935472
IRS990ScheduleA/Total509Grp/TotalAmt015441378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03482012
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03401159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03381740
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03112257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03124590
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt016501758
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01102083
IRS990ScheduleD/BuildingsGrp/DepreciationAmt010117061
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011219144
IRS990ScheduleD/EquipmentGrp/BookValueAmt0329524
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01274241
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01603765
IRS990ScheduleD/ExpensesNotReportedAmt0-43081
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt013228
IRS990ScheduleD/ExpensesSubtotalAmt03913648
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013228
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013228
IRS990ScheduleD/LandGrp/BookValueAmt0608400
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0608400
IRS990ScheduleD/NetUnrealizedGainsInvstAmt030751
IRS990ScheduleD/OtherExpensesIncludedAmt0-43081
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt090939
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0300139
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0391078
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04121423
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDENT DEPOSITS
IRS990ScheduleD/OtherRevenueAmt05020
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0468407
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1266965
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REAL ESTATE
IRS990ScheduleD/OtherSecuritiesGrp/Desc1TIMBERLAND INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt035771
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt013228
IRS990ScheduleD/RevenueSubtotalAmt03468784
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME 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, 2019.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LIABILITY CLAIMS INVESTMENT INCOME 5,020.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2LIABILITY CLAIMS ACCRUAL & INVESTMENT FEES -43,081.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02130946
IRS990ScheduleD/TotalBookValueSecuritiesAmt0735372
IRS990ScheduleD/TotalExpensesPerForm990Amt03926876
IRS990ScheduleD/TotalLiabilityAmt04121423
IRS990ScheduleD/TotalRevenuePerForm990Amt03482012
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03504555
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03870567
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,682,268
Liabilities
$7,815,065
Net assets
-$1,132,797
Revenue
$3,482,012
Expenses
$3,926,876
Net income
-$444,864
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