Civic Intelligence

Gateway Terrace Inc.

990 • Fiscal year 2014 • EIN 59-1163698

Jul 01, 2013 to Jun 30, 2014 • Filed on May 01, 2015

Organization ProfileN/A
80 W Lucerne Circle32801

(407) 839-5050

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.22x

Higher debt load relative to assets than 62% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

74th percentile

0.41x

Higher debt load relative to revenue than 74% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

38th percentile

-0.4%

Higher net margin than 38% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

97th percentile

$415,297

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

27th percentile

-3.1%

Faster asset growth than 27% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

43rd percentile

1.2%

Faster revenue growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$3,245,688

Down $104,144 (-3.1%) from 2013

Net Assets

Up

$2,525,361

Up $2,577 (+0.1%) from 2013

Liabilities

Down

$720,327

Down $106,721 (-13%) from 2013

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin38th percentile

Revenue

Up

$1,763,407

Up $20,655 (+1.2%) from 2013

Expenses

Up

$1,769,755

Up $56,562 (+3.3%) from 2013

Net Income

Down

-$6,348

Down $35,907 (-121%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$30M$20M$10M$0Assets 2010: $3,544,378Liabilities 2010: $1,135,710Net Assets 2010: $2,408,6682010Assets 2011: $3,454,426Liabilities 2011: $1,055,678Net Assets 2011: $2,398,7482011Assets 2012: $3,377,760Liabilities 2012: $890,149Net Assets 2012: $2,487,6112012Assets 2013: $3,349,832Liabilities 2013: $827,048Net Assets 2013: $2,522,7842013Assets 2014: $3,245,688Liabilities 2014: $720,327Net Assets 2014: $2,525,3612014Assets 2015: $3,155,263Liabilities 2015: $628,690Net Assets 2015: $2,526,5732015Assets 2016: $28,337,484Liabilities 2016: $2,103,563Net Assets 2016: $26,233,9212016Assets 2017: $68,747Liabilities 2017: $1,683Net Assets 2017: $67,0642017Assets 2018: $5,498,252Liabilities 2018: $1,776,491Net Assets 2018: $3,721,7612018Assets 2019: $5,345,301Liabilities 2019: $1,887,585Net Assets 2019: $3,457,7162019Assets 2020: $5,176,790Liabilities 2020: $1,993,641Net Assets 2020: $3,183,1492020Assets 2021: $5,013,456Liabilities 2021: $2,048,310Net Assets 2021: $2,965,1462021Assets 2022: $4,925,509Liabilities 2022: $2,206,403Net Assets 2022: $2,719,1062022Assets 2023: $4,794,505Liabilities 2023: $2,549,910Net Assets 2023: $2,244,5952023Assets 2024: $4,549,283Liabilities 2024: $2,789,035Net Assets 2024: $1,760,2482024

Highlighted filing

2014

Assets$3,245,688
Liabilities$720,327
Net Assets$2,525,361
Open 2014 Filing

Operations Trend

Revenue Growth43rd percentile

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

$40M$20M$0-$20M-$40MExpenses 2010: $1,654,0222010Revenue 2011: $1,681,301Expenses 2011: $1,697,753Net Income 2011: -$16,4522011Expenses 2012: $1,643,9962012Revenue 2013: $1,742,752Expenses 2013: $1,713,193Net Income 2013: $29,5592013Revenue 2014: $1,763,407Expenses 2014: $1,769,755Net Income 2014: -$6,3482014Revenue 2015: $1,842,001Expenses 2015: $1,840,790Net Income 2015: $1,2112015Revenue 2016: $25,253,778Expenses 2016: $238,298Net Income 2016: $25,015,4802016Revenue 2017: $33,765Expenses 2017: $26,200,622Net Income 2017: -$26,166,8572017Revenue 2018: $4,725,520Expenses 2018: $1,070,823Net Income 2018: $3,654,6972018Revenue 2019: $953,501Expenses 2019: $1,217,546Net Income 2019: -$264,0452019Revenue 2020: $978,857Expenses 2020: $1,253,424Net Income 2020: -$274,5672020Revenue 2021: $968,416Expenses 2021: $1,186,419Net Income 2021: -$218,0032021Revenue 2022: $1,038,558Expenses 2022: $1,284,598Net Income 2022: -$246,0402022Revenue 2023: $1,045,966Expenses 2023: $1,520,477Net Income 2023: -$474,5112023Revenue 2024: $1,237,911Expenses 2024: $1,722,258Net Income 2024: -$484,3472024

Highlighted filing

2014

Revenue$1,763,407
Expenses$1,769,755
Net Income-$6,348
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 1, 2015
Return Version
2013v4.0
Gross Receipts
$1,763,407
Mission and Program Overview

Mission

We are a church related, non-profit organization dedicated and committed to providing services for older adults by creating and preserving excellent residential facilities. We believe in and are committed to honoring each person's dignity, rights, self-respect and independence. We are committed to a program of stewardship that recognizes the responsibility to use our resources well.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,530,024$2,321,861▼ $208,163
Prepaid Expenses and Deferred Charges$90,277$91,518▲ $1,241
Accounts Receivable$60,810$66,662▲ $5,852
Cash and Non-Interest-Bearing Accounts$56,362$19,470▼ $36,892
Total Assets$3,349,832$3,245,688▼ $104,144
Other Assets Total$612,359$746,177▲ $133,818
Liabilities
Mortgage Notes Payable Secured by Investment Property$619,531$537,701▼ $81,830
Accounts Payable and Accrued Expenses$133,088$105,070▼ $28,018
Other Liabilities$73,329$75,853▲ $2,524
Deferred Revenue$1,100$1,703▲ $603
Total Liabilities$827,048$720,327▼ $106,721
Net Assets / Fund Balance
Unrestricted Net Assets$2,479,316$2,472,968▼ $6,348
Temporarily Rstr Net Assets$33,350$42,275▲ $8,925
Permanently Rstr Net Assets$10,118$10,118→ $0
Total Net Assets Fund Balance$2,522,784$2,525,361▲ $2,577
Total Liabilities and Net Assets / Fund Balance$3,349,832$3,245,688▼ $104,144

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,507,410$6,355,185$7,862,595
Equipment$250,088$469,683$719,771
Land$513,880-$513,880
Other Land Buildings$50,483$329,109$379,592
Other Assets Org$75,853--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleOtherTotal
Roger StevensExec VP/assi$415,297$415,297
Henry T KeithSenior VP/tr$332,753$332,753

Board Members and Trustees

NameTitle
James BognerChairman/pre
Al MccullyDirector
Allen TrovillionDirector
Bruce MayDirector
Del PolingDirector
Greg BustleDirector
Jeannie DoddridgeDirector
John HillenmeyerDirector
John Milton VDirector
Marjorie PhillipsDirector
Richard SturmDirector
Stephen DyeDirector
Thomas ShaferDirector
William BellDirector
William HullDirector
Garry HennisCOO
Roger StevensExec VP/assist Secre
Eugenia ShannonSecretary
Henry T KeithSenior VP/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Westminster Services INCManagement/acct-$174,533
Revenue and Support

Revenue Composition

Contributions and Grants
$138
Program Service Revenue
$1,763,042
Investment Income
$227
Other Revenue
$0
All Other Contributions
$138
Change in Net Assets
$-6,348

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,763,407
Revenue Not Reported on Form 990
$8,787
Total Revenue per Audited Statements
$1,772,194
Total Revenue per Form 990
$1,763,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,266,982
Salaries, Compensation, and Employee Benefits$502,773
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$392,837--$392,837
Occupancy$281,256--$281,256
Depreciation Depletion$270,650--$270,650
Fees for Services Management$165,329--$165,329
Insurance$163,579--$163,579
Other Employee Benefits$77,677--$77,677
Other Expenses$37,606--$37,606
Payroll Taxes$30,800--$30,800
Interest$17,262--$17,262
Office Expenses$17,239--$17,239
Fees for Services Accounting$15,504--$15,504
All Other Expenses$10,406--$10,406
Fees for Services Legal$9,507--$9,507
Conferences and Meetings$2,456--$2,456
Pension Plan Contributions$1,459--$1,459
Advertising$1,170--$1,170
Travel$182--$182
Total Functional Expenses$1,769,755$0$0$1,769,755

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,769,755
Expenses per Audited Statements$1,769,617
Total Expenses per Audited Statements$1,769,617
Expenses Not Reported on Financial Statements$138
Other Expense Adjustments$138
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
Tenant Security Deposit$75,853
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The board of directors delegated control of management duties to westminster services, inc. An affiliated not-for-profit. Westminster services, inc. Has extensive experience with the management of not-for-profit hud communities.”

Form 990, Page 6, Part VI, Line 6

“The sole member of the organization is westminster retirement communities, inc.”

Form 990, Page 6, Part VI, Line 7A

“Westminster retirement communities, inc. May elect one or more members of the board of directors.”

Form 990, Page 6, Part VI, Line 7B

“Westminster retirement communities, inc. Must approve dissolution of the organization, sale of substantial assets, new board members or replacement of the management company.”

Form 990, Page 6, Part VI, Line 11B

“The audit committee of the board of directors reviews the 990 before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“The written conflict of interest policy is reviewed and signed annually by the board of directors, officers and employees. With a centralized accounts payable and payroll system, the management company monitors all payments and transactions with vendors. In addition, the organization has a toll-free compliance hotline that can be used by board members or staff to report any issues.”

Form 990, Page 6, Part VI, Line 15A

“SEE BELOW.”

Form 990, Page 6, Part VI, Line 15B

“The organization utilizes numerous salary surveys with like-kind organizations to determine the proper salary/wage amount for each employee.”

Form 990, Page 6, Part VI, Line 19

“The governing documents, conflict of interest policy and financial statements are made available to the public upon written request.”

Form 990, Part VII

“Average hours per week are shared between the related organizations of westminster retirement communities, inc. And presbyterian retirement communities, inc.”

Filing and Contact Details

Filer

EIN
59-1163698
Phone
4078395050

Signing Officer

Name
Henry Keith
Title
Senior VP / Treasurer
Phone
4078395050
Signed
2015-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Henry Keith
Formed
1966
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
15
Volunteers
48

Preparer

Preparer
Russell K Hoskins
Phone
4072773000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“We are a church related, non-profit organization dedicated and committed to providing services for older adults by creating and preserving excellent residential facilities. We believe in and are committed to honoring each person's dignity, rights, self-respect and independence. We are committed to a program of stewardship that recognizes the responsibility to use our resources well.”

Form 990, Part XI, Line 9

“Expenses netted with income on the audited financial stmts -138 increase in restricted net assets 8,925 expenses netted with income on the audited financial stmts 138”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization is classified as exempt from federal income tax under section 501(c)(3) of the internal revenue code. The organization is also exempt from state corporate income tax. Therefore, no provision for income taxes is included in the financial statements. The organizations form 990 return of organization exempt from income tax remains open for examination by the internal revenue service for three years from the date filed. The organization has not been notified of any returns held open for examination beyond the normal statutory period.”

Schedule D, Page 4, Part XI, Line 2D

“Expenses netted with income on the audited financial stmts -138 increase in restricted net assets 8,925”

Schedule D, Page 4, Part XII, Line 4B

“Expenses netted with income on the audited financial stmts 138”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXEC VP/ASSI
IRS990/Form990PartVIISectionAGrp/TitleTxt15SENIOR VP/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
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IRS990/PrincipalOfficerNm0HENRY KEITH
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEBT SERVICE RESERVE FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3TENANT DEPOSITS

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,245,688
Liabilities
$720,327
Net assets
$2,525,361
Revenue
$1,763,407
Expenses
$1,769,755
Net income
-$6,348
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$2.79$1.76$1.24$1.72$0.48
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$2.55$2.24$1.05$1.52$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$2.21$2.72$1.04$1.28$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$2.05$2.97$0.97$1.19$0.22
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$1.99$3.18$0.98$1.25$0.27
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.35$1.89$3.46$0.95$1.22$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.50$1.78$3.72$4.73$1.07$3.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.03$26.2$26.2
2016Detailed filing. Detailed filing data is available for this year.$28.3$2.10$26.2$25.3$0.24$25.0
2015Detailed filing. Detailed filing data is available for this year.$3.16$0.63$2.53$1.84$1.84$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.25$0.72$2.53$1.76$1.77$0.01
2013Summary only. Only limited summary data is available for this year.$3.35$0.83$2.52$1.74$1.71$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$0.89$2.49$1.64
2011Summary only. Only limited summary data is available for this year.$3.45$1.06$2.40$1.68$1.70$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$1.14$2.41$1.65