Civic Intelligence

Royal Oak Community Ltd.

990 • Fiscal year 2020 • EIN 58-1970228

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 11, 2021

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.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

2.26x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

28th percentile

-3.4%

Higher net margin than 28% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

99th percentile

$1,498,737

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 42.7% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

36th percentile

1.8%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

0.7%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$6,803,952

Up $121,684 (+1.8%) from 2019

Net Assets

Up

-$1,130,688

Up $2,109 (+0.2%) from 2019

Liabilities

Up

$7,934,640

Up $119,575 (+1.5%) from 2019

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin28th percentile

Revenue

Up

$3,506,067

Up $24,055 (+0.7%) from 2019

Expenses

Down

$3,625,461

Down $301,415 (-7.7%) from 2019

Net Income

Up

-$119,394

Up $325,470 (+73%) from 2019

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

2020

Assets$6,803,952
Liabilities$7,934,640
Net Assets-$1,130,688
Open 2020 Filing

Operations Trend

Revenue Growth47th 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

2020

Revenue$3,506,067
Expenses$3,625,461
Net Income-$119,394
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 11, 2021
Return Version
2019v5.2
Gross Receipts
$7,556,907
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$3,546,913$3,807,230▲ $260,317
Land, Buildings, and Equipment, Net$2,130,946$1,973,025▼ $157,921
Investments Other Securities$735,372$739,585▲ $4,213
Savings and Temporary Cash Investments$84,474$139,919▲ $55,445
Cash and Non-Interest-Bearing Accounts$151,376$94,406▼ $56,970
Prepaid Expenses and Deferred Charges$29,239$46,040▲ $16,801
Accounts Receivable$2,916$3,253▲ $337
Other Notes and Loans Receivable, Net$1,032$494▼ $538
Total Assets$6,682,268$6,803,952▲ $121,684
Liabilities
Other Liabilities$4,121,423$4,268,978▲ $147,555
Tax Exempt Bond Liabilities$2,970,000$2,970,000→ $0
Accounts Payable and Accrued Expenses$723,642$695,662▼ $27,980
Total Liabilities$7,815,065$7,934,640▲ $119,575
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,132,797$-1,130,688▲ $2,109
Total Net Assets Fund Balance$-1,132,797$-1,130,688▲ $2,109
Total Liabilities and Net Assets / Fund Balance$6,682,268$6,803,952▲ $121,684

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$997,597$10,221,547$11,219,144
Equipment$289,271$1,326,264$1,615,535
Land$608,400-$608,400
Other Land Buildings$77,757$313,319$391,076
Other Securities$236,433--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angela BakerExecutive DirectorFT$107,740$21,917$129,657
Julie a SoekoroAssistant Treasurer--$67,603$67,603

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,139,134
Investment Income
$273,919
Other Revenue
$93,014
Change in Net Assets
$-119,394

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,487,828
Revenue Not Reported on Financial Statements
$18,239
Revenue Not Reported on Form 990
$55,012
Total Revenue per Audited Statements
$3,542,840
Total Revenue per Form 990
$3,506,067
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,229,196
Other Expenses$1,396,265
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,538,654--$1,538,654
Other Employee Benefits$539,665--$539,665
Office Expenses$477,390--$477,390
Fees for Services Management-$288,000-$288,000
Depreciation Depletion$169,689--$169,689
Occupancy$164,155--$164,155
Fees for Services Other$150,140--$150,140
Payroll Taxes$113,515--$113,515
Interest$40,571--$40,571
Pension Plan Contributions$37,362--$37,362
Insurance$30,132--$30,132
Advertising$29,921--$29,921
Fees for Service Investment Mgmnt Fees-$18,239-$18,239
Fees for Services Accounting-$17,371-$17,371
Other Expenses$8,911--$8,911
Travel$1,746--$1,746
Total Functional Expenses$3,301,851$323,610$0$3,625,461

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,625,461
Total Expenses per Audited Statements$3,607,287
Expenses per Audited Statements$3,607,222
Expenses Not Reported on Financial Statements$18,239
Expenses Not Reported on Form 990$65
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$4,268,978
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 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
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
Phone
7062782105
Signed
2021-08-11
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
74
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, 2020.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Liability claims investment income 158.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Liability claims accrual & investment fees 65.”

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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, 2020, THERE WERE 52 INDEPENDENT AND 27 ASSISTED 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.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE-PRESIDENT/COO
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt12ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14FORMER ASSISTANT TREASURER
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt07556907
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0739585
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IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04050840
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
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IRS990/NetAssetsOrFundBalancesEOYAmt0-1130688
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt054854
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-1132797
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-1130688
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0164155
IRS990/OccupancyGrp/TotalAmt0164155
IRS990/OfficeExpensesGrp/ProgramServicesAmt0477390
IRS990/OfficeExpensesGrp/TotalAmt0477390
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt066649
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0539665
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0539665
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt08911
IRS990/OtherExpensesGrp/TotalAmt08911
IRS990/OtherLiabilitiesGrp/BOYAmt04121423
IRS990/OtherLiabilitiesGrp/EOYAmt04268978
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt093014
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt093014
IRS990/OtherRevenueTotalAmt093014
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01538654
IRS990/OtherSalariesAndWagesGrp/TotalAmt01538654
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01032
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0494
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0113515
IRS990/PayrollTaxesGrp/TotalAmt0113515
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt037362
IRS990/PensionPlanContributionsGrp/TotalAmt037362
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029239
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt046040
IRS990/PrincipalOfficerNm0JEFFREY D MYERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT MONTHLY FEES
IRS990/ProgramServiceRevenueGrp/Desc1ADMISSION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03040134
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt199000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03040134
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt199000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0153588
IRS990/PYOtherExpensesAmt01636041
IRS990/PYOtherRevenueAmt0116315
IRS990/PYProgramServiceRevenueAmt03212109
IRS990/PYRevenuesLessExpensesAmt0-444864
IRS990/PYSalariesCompEmpBnftPaidAmt02290835
IRS990/PYTotalExpensesAmt03926876
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03482012
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-119394
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03430388
IRS990/SavingsAndTempCashInvstGrp/BOYAmt084474
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0139919
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0273919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0153588
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt059729
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt090930
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt065546
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0643712
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03139134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03212109
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03195111
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03165118
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02933568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015645040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0273919
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0153588
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt059729
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt090930
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt065546
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0643712
IRS990ScheduleA/InvestmentIncomeCYPct00.03810
IRS990ScheduleA/InvestmentIncomePYPct00.02690
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt093014
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0116315
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0146319
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0125692
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0113143
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0594483
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92670
IRS990ScheduleA/PublicSupportPY509Pct00.93570
IRS990ScheduleA/PublicSupportTotal509Amt015645040
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03139134
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IRS990ScheduleA/Total509Grp/TotalAmt015645040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03506067
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03482012
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03381740
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03112257
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt016883235
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0997597
IRS990ScheduleD/BuildingsGrp/DepreciationAmt010221547
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011219144
IRS990ScheduleD/EquipmentGrp/BookValueAmt0289271
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01326264
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01615535
IRS990ScheduleD/ExpensesNotReportedAmt065
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt018239
IRS990ScheduleD/ExpensesSubtotalAmt03607222
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0608400
IRS990ScheduleD/NetUnrealizedGainsInvstAmt054854
IRS990ScheduleD/OtherExpensesIncludedAmt065
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt077757
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0313319
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0391076
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04268978
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDENT DEPOSITS
IRS990ScheduleD/OtherRevenueAmt0158
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0503152
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1236433
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REAL ESTATE
IRS990ScheduleD/OtherSecuritiesGrp/Desc1TIMBERLAND INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
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IRS990ScheduleD/RevenueNotReportedAmt055012
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018239

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Filings

Displayed year

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

Open filing
Assets
$6,803,952
Liabilities
$7,934,640
Net assets
-$1,130,688
Revenue
$3,506,067
Expenses
$3,625,461
Net income
-$119,394
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