Civic Intelligence

Ashe Services for Aging Inc.

990 • Fiscal year 2019 • EIN 59-1762020

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 09, 2020

180 Chatty Rob LaneWest Jefferson, NC 28694

(336) 246-2461

Siviq Scores

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

Liabilities / Assets

77th percentile

0.61x

Higher debt load relative to assets than 77% of similar nonprofits.

2019 filings • NTEE P • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.13x

Higher debt load relative to revenue than 47% of similar nonprofits.

2019 filings • NTEE P • $5M-$10M nonprofits • Source year 2019

Net Margin

56th percentile

3.5%

Higher net margin than 56% of similar nonprofits.

2019 filings • NTEE P • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

20th percentile

$62,512

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • NTEE P • $5M-$10M nonprofits • Source year 2019

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

2019 filings • NTEE P • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

33rd percentile

0.1%

Faster revenue growth than 33% of similar nonprofits.

2019 filings • NTEE P • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,099,565

Up $142,673 (+15%) from 2018

Net Assets

Up

$432,560

Up $218,567 (+102%) from 2018

Liabilities

Down

$667,005

Down $75,894 (-10%) from 2018

Revenue

Up

$5,159,739

Up $3,890 (+0.1%) from 2018

Expenses

Down

$4,977,754

Down $145,539 (-2.8%) from 2018

Net Income

Up

$181,985

Up $149,429 (+459%) from 2018

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2012: $7,720,312Liabilities 2012: $6,470,128Net Assets 2012: $1,250,1842012Assets 2013: $7,316,750Liabilities 2013: $6,267,854Net Assets 2013: $1,048,8962013Assets 2014: $7,140,956Liabilities 2014: $6,126,725Net Assets 2014: $1,014,2312014Assets 2015: $1,235,284Liabilities 2015: $721,763Net Assets 2015: $513,5212015Assets 2016: $1,041,361Liabilities 2016: $709,247Net Assets 2016: $332,1142016Assets 2017: $1,010,480Liabilities 2017: $829,043Net Assets 2017: $181,4372017Assets 2018: $956,892Liabilities 2018: $742,899Net Assets 2018: $213,9932018Assets 2019: $1,099,565Liabilities 2019: $667,005Net Assets 2019: $432,5602019Assets 2020: $1,614,305Liabilities 2020: $1,160,515Net Assets 2020: $453,7902020Assets 2021: $1,747,202Liabilities 2021: $1,151,190Net Assets 2021: $596,0122021Assets 2022: $1,369,572Liabilities 2022: $554,942Net Assets 2022: $814,6302022Assets 2023: $1,276,176Liabilities 2023: $1,375,786Net Assets 2023: -$99,6102023Assets 2024: $1,077,825Liabilities 2024: $746,762Net Assets 2024: $331,0632024

Highlighted filing

2019

Assets$1,099,565
Liabilities$667,005
Net Assets$432,560

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $6,174,1072012Expenses 2013: $5,903,7802013Revenue 2014: $5,958,149Expenses 2014: $5,986,314Net Income 2014: -$28,1652014Revenue 2015: $5,588,448Expenses 2015: $6,059,244Net Income 2015: -$470,7962015Revenue 2016: $5,422,366Expenses 2016: $5,566,265Net Income 2016: -$143,8992016Revenue 2017: $5,219,012Expenses 2017: $5,369,688Net Income 2017: -$150,6762017Revenue 2018: $5,155,849Expenses 2018: $5,123,293Net Income 2018: $32,5562018Revenue 2019: $5,159,739Expenses 2019: $4,977,754Net Income 2019: $181,9852019Revenue 2020: $5,076,262Expenses 2020: $5,055,032Net Income 2020: $21,2302020Revenue 2021: $4,923,445Expenses 2021: $4,812,694Net Income 2021: $110,7512021Revenue 2022: $5,511,761Expenses 2022: $5,285,249Net Income 2022: $226,5122022Revenue 2023: $4,882,966Expenses 2023: $5,779,194Net Income 2023: -$896,2282023Revenue 2024: $5,636,817Expenses 2024: $5,797,475Net Income 2024: -$160,6582024

Highlighted filing

2019

Revenue$5,159,739
Expenses$4,977,754
Net Income$181,985
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 9, 2020
Return Version
2018v3.2
Gross Receipts
$5,159,739
Mission and Program Overview

Mission

The mission ashe services for agin is connecting people, embracing challenges, and enriching lives...from generation to generation..

To provide services and opportunities to the elderly and disabled adults of ashe county to improve their physical and social well-being.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$327,227$442,095▲ $114,868
Savings and Temporary Cash Investments$210,824$249,276▲ $38,452
Cash and Non-Interest-Bearing Accounts$172,805$98,706▼ $74,099
Land, Buildings, and Equipment, Net$36,223$80,040▲ $43,817
Pledges and Grants Receivable-$19,800-
Prepaid Expenses and Deferred Charges$19,921$19,756▼ $165
Total Assets$956,892$1,099,565▲ $142,673
Other Assets Total$189,892$189,892→ $0
Liabilities
Accounts Payable and Accrued Expenses$356,412$359,454▲ $3,042
Other Liabilities$384,388$307,551▼ $76,837
Deferred Revenue$2,099--
Total Liabilities$742,899$667,005▼ $75,894
Net Assets / Fund Balance
Unrestricted Net Assets$202,715$375,217▲ $172,502
Temporarily Rstr Net Assets$11,278$57,343▲ $46,065
Total Net Assets Fund Balance$213,993$432,560▲ $218,567
Total Liabilities and Net Assets / Fund Balance$956,892$1,099,565▲ $142,673

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$65,253$449,145$514,398
Equipment$14,787$178,387$193,174
Other Assets Org$189,892--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia CallowayExecutive DirectorFT$57,645$4,867$62,512
Mary OwenFinance DirectorFT$53,126$4,867$57,993

Board Members and Trustees

NameTitle
Richard BlackburnChair
Tommy McclureVice Chair
Dan McmillanDirector
Dick McphatterDirector
Jane DavisDirector
Joy McclureDirector
Julie LandryDirector
Kay SextonDirector
Larry StanleyDirector
Mary Fran KnightDirector
Gail BlackburnSecretary
Judy DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,034,591
Program Service Revenue
$4,024,915
Investment Income
$3,492
Other Revenue
$96,741
All Other Contributions
$96,228
Change in Net Assets
$181,985

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,159,739
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,159,739
Total Revenue per Form 990
$5,159,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,670,872
Other Expenses$1,306,882
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,494,147$232,783-$2,726,930
Other Employee Benefits$562,848$52,902-$615,750
Occupancy$529,876$50,899-$580,775
Payroll Taxes$181,238$17,936-$199,174
Current Officers, Directors, Trustees, and Key Employees$117,999$11,019-$129,018
Fees for Services Other$49,567$39,054-$88,621
Insurance$76,979$7,613-$84,592
Travel$60,854$9,441-$70,295
All Other Expenses$50,757$3,344-$54,101
Office Expenses$13,700$33,923-$47,623
Information Technology$7,931$18,738-$26,669
Depreciation Depletion$13,668$1,352-$15,020
Other Expenses$5,075$7,154-$12,229
Interest-$3,985-$3,985
Advertising$494$702-$1,196
Total Functional Expenses$4,486,909$490,845$0$4,977,754

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,977,754
Total Expenses per Audited Statements$4,977,754
Total Expenses per Form 990$4,977,754
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Darell OwenHusband of Finance Director, Mary OwenDarell Is an Employee of the Organization.No$33,777
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Foundation$235,899
Lines of Credit$71,652
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
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed and approved by the executive director and the fiscal officer prior to submission and the board is informed that it has been submitted.

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

Employees may not realize any profit or gain as a result of their position apart from the agency's compensation/benefit programs. Employees must not become involved in non-agency related interests to the extent that they spend a substantial portion of their normal working hours on such other interests. Employees should not hold a significant financial interest in, serve as a director or officer of, receive compensation from, or provide consultation or other services to suppliers of ashe services for aging (asa) and its facilities, or competitors of the agency without the written consent of the executive director. A conflict of interest/disclosure statement is signed annually by all staff and board members.

Form 990, Part VI, Section B, Line 15A

The personnel committee discusses, examines, and evalutes the executive director's compensation on a yearly basis.

Form 990, Part VI, Section C, Line 19

The organization makes its organizational documents available for public inspection upon request via mail or in person at their headquarters.

Filing and Contact Details

Filer

Filer Name
Ashe Services for Aging Inc
EIN
59-1762020
Phone
3362462461
Address
180 CHATTY ROB LANE, WEST JEFFERSON, NC 28694

Signing Officer

Name
Patricia Calloway
Title
Executive Director
Phone
3362462461
Signed
2020-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Calloway
Formed
1977
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
194
Volunteers
205

Preparer

Firm
Blackman & Sloop Cpas Pa
Address
1414 RALEIGH RD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Deetra B Watson
Phone
9199428700
Supplemental Narrative

Additional Explanations

Part XII, Line 2C Explanation

The organization's finance committee assumes responsibility for the oversight of the audit of its financial statements.

Form 990, Part XI, Line 8

During the year ended june 30, 2019, there were two grants identified that should have been recorded and reflected as of june 30, 2018 totaling $36,582, which resulted in a restatement of beginning net assets. Unrestricted net assets and temporarily restricted net assets were increased $3,982 and $32,600, respectively.

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IRS990/Desc0ASHE SERVICES FOR AGING PROVIDES VARIOUS SERVICES FOR ELDERLY AND DISABLED ADULTS IN ASHE COUNTY, NC INCLUDING COMMUNITY ALTERNATIVES PROGRAM CASE MANAGEMENT SERVICES, A VIBRANT AND ACTIVE SENIOR CENTER, IN-HOME AIDE SERVICES, CONGREGATE AND HOME-DELIVERED MEALS, AND INTERGENERATIONAL DAY CARE SERVICES.THE CONGREGATE NUTRITION DEPARTMENT CONTINUES TO BE SUCCESSFUL IN ATTRACTING PARTICIPANTS. FURTHERMORE, CONSUMER CONTRIBUTIONS FOR THAT PROGRAM CONTINUE TO EXCEED OTHERS AND ARE TYPICALLY AMONG THE HIGHEST IN THE REGION.THE WAITING LIST FOR HOME-DELIVERED MEALS HAS BEEN MOSTLY ELIMINATED WITH THE HELP OF FUNDS FROM TASTE OF THE MOUNTAINS AND A GRANT FROM BCBS OF NC. ANY ELIGIBLE PARTICIPANT WHO IS PLACED ON THE WAITING LIST AT THIS TIME IS UNSERVED DUE TO THEIR LACK OF PROXIMITY TO AN ESTABLISHED ROUTE.A WAITING LIST FOR IN-HOME AIDE SERVICES FOR ALL FUNDING SOURCES EXISTS DUE TO AN INSUFFICIENT WORKFORCE RATHER THAN A LACK OF AVAILABLE FUNDING.THE INTERGENERATIONAL DAY CARE PROGRAM CONTINUES TO BE A POPULAR CHOICE FOR THE COMMUNITY. THE CHILDREN'S CENTER MAINTAINS A WAITING LIST AND THE ADULT DAY CARE CONTINUES TO HAVE A STEADY STREAM OF PARTICIPANTS.THE ASSISTED LIVING PROGRAM HAS MAINTAINED A RELATIVELY CONSISTENT CENSUS WITH PERIODS OF 100% OCCUPANCY. THE ASSISTED LIVING UNIT MAINTAINS A WAITING LIST FOR VACANCIES.
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt0909354
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05159739
IRS990/GrossRentsGrp/RealAmt08630
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt018738
IRS990/InformationTechnologyGrp/ProgramServicesAmt07931
IRS990/InformationTechnologyGrp/TotalAmt026669
IRS990/InsuranceGrp/ManagementAndGeneralAmt07613
IRS990/InsuranceGrp/ProgramServicesAmt076979
IRS990/InsuranceGrp/TotalAmt084592
IRS990/InterestGrp/ManagementAndGeneralAmt03985
IRS990/InterestGrp/TotalAmt03985
IRS990/InvestmentIncomeGrp/ExclusionAmt03492
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03492
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0627532
IRS990/LandBldgEquipBasisNetGrp/BOYAmt036223
IRS990/LandBldgEquipBasisNetGrp/EOYAmt080040
IRS990/LandBldgEquipCostOrOtherBssAmt0707572
IRS990/LegalDomicileStateCd0NC
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF ASHE SERVICES FOR AGING IS TO PROVIDE SERVICES, INTERGENERATIONAL ACTIVITIES, AND OPPORTUNITIES TO THE ELDERLY AND DISABLED ADULTS OF ASHE COUNTY THAT ENHANCE THEIR DIGNITY AND HELP THEM MAINTAIN THEIR INDEPENDENCE AT HOME.THE MISSION OF ASHE ASSISTED LIVING & MEMORY CARE IS TO ENRICH AND CELEBRATE THE LIVES OF OUR RESIDENTS BY PROVIDING SERVICES AND INTERGENERATIONAL PROGRAMS TO IMPROVE THEIR PHYSICAL AND SOCIAL WELL-BEING. THIS MISSION IS CARRIED OUT THROUGH MUTUAL RESPECT OF EACH AND EVERY RESIDENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0213993
IRS990/NetAssetsOrFundBalancesEOYAmt0432560
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt08630
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08630
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt050899
IRS990/OccupancyGrp/ProgramServicesAmt0529876
IRS990/OccupancyGrp/TotalAmt0580775
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt033923
IRS990/OfficeExpensesGrp/ProgramServicesAmt013700
IRS990/OfficeExpensesGrp/TotalAmt047623
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0189892
IRS990/OtherAssetsTotalGrp/EOYAmt0189892
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt052902
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0562848
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0615750
IRS990/OtherExpensesGrp/Desc0RAW FOOD
IRS990/OtherExpensesGrp/Desc1SERVICE/MEDICAL/ACTIVIT
IRS990/OtherExpensesGrp/Desc2FOOD SUPPLIES
IRS990/OtherExpensesGrp/Desc3PUBLICATIONS AND DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07154
IRS990/OtherExpensesGrp/ProgramServicesAmt0193070
IRS990/OtherExpensesGrp/ProgramServicesAmt1114901
IRS990/OtherExpensesGrp/ProgramServicesAmt213805
IRS990/OtherExpensesGrp/ProgramServicesAmt35075
IRS990/OtherExpensesGrp/TotalAmt0193070
IRS990/OtherExpensesGrp/TotalAmt1114901
IRS990/OtherExpensesGrp/TotalAmt213805
IRS990/OtherExpensesGrp/TotalAmt312229
IRS990/OtherLiabilitiesGrp/BOYAmt0384388
IRS990/OtherLiabilitiesGrp/EOYAmt0307551
IRS990/OtherRevenueMiscGrp/BusinessCd0812900
IRS990/OtherRevenueMiscGrp/BusinessCd1522200
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES/REIMBU
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt078273
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt19838
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt078273
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt19838
IRS990/OtherRevenueTotalAmt088111
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0232783
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02494147
IRS990/OtherSalariesAndWagesGrp/TotalAmt02726930
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017936
IRS990/PayrollTaxesGrp/ProgramServicesAmt0181238
IRS990/PayrollTaxesGrp/TotalAmt0199174
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt019800
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019921
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019756
IRS990/PrincipalOfficerNm0PATRICIA CALLOWAY
IRS990/PriorPeriodAdjustmentsAmt036582
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0MEDICAID REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/Desc1PRIVATE PAY
IRS990/ProgramServiceRevenueGrp/Desc2CDC PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/Desc4DSS REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02101951
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11469965
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2339841
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt361648
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt451510
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02101951
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11469965
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2339841
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt361648
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt451510
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0836544
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0834
IRS990/PYOtherExpensesAmt01291275
IRS990/PYOtherRevenueAmt095752
IRS990/PYProgramServiceRevenueAmt04222719
IRS990/PYRevenuesLessExpensesAmt032556
IRS990/PYSalariesCompEmpBnftPaidAmt03832018
IRS990/PYTotalExpensesAmt05123293
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05155849
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0181985
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt029009
IRS990/RentalIncomeOrLossGrp/RealAmt08630
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04121656
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0210824
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0249276
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME CONSISTS OF: SENIOR VILLAGE MANAGEMENT FEES $78,273 OTHER INCOME $9,838
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SECTION B, LINE 10:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01034591
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0836544
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0808655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0770103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0760252
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04210145
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012122
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010981
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0963
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03311
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt037421
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt021817376
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt088111
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt086542
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt085641
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt080418
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt069449
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0410161
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90390
IRS990ScheduleA/PublicSupportPY170Pct00.90160
IRS990ScheduleA/PublicSupportTotal170Amt04210145
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01034591
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0836544
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0808655
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0770103
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0760252
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04210145
IRS990ScheduleA/TotalSupportAmt04657727
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt014787
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0178387
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0193174
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04977754

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.75$0.33$5.64$5.80$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$1.38$0.10$4.88$5.78$0.90
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.55$0.81$5.51$5.29$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$1.15$0.60$4.92$4.81$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$1.16$0.45$5.08$5.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.67$0.43$5.16$4.98$0.18
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.74$0.21$5.16$5.12$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.83$0.18$5.22$5.37$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.71$0.33$5.42$5.57$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.72$0.51$5.59$6.06$0.47
2014Detailed filing. Detailed filing data is available for this year.$7.14$6.13$1.01$5.96$5.99$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.32$6.27$1.05$5.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.72$6.47$1.25$6.17