Civic Intelligence

United Methodist Retirement Community Inc DBA Wesley Village

EIN 61-1164550 • 501(c)3 • Wilmore, KY

Profile

Develop, construct, and manage a continuing care retirement community.

1125 Lexington RoadWilmore, KY 40360

www.wvillage.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

90th percentile

0.88x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

2.22x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

32nd percentile

-1.1%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

37th percentile

$150,898

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

26th percentile

-2.2%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

6.1%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$23,090,879

Down $515,179 (-2.2%) from 2023

Liabilities

Down

$20,394,047

Down $584,272 (-2.8%) from 2023

Net Assets

Up

$2,696,832

Up $69,093 (+2.6%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin32nd percentile

Revenue

Up

$9,188,977

Up $528,855 (+6.1%) from 2023

Expenses

Up

$9,287,763

Up $611,128 (+7.0%) from 2023

Net Income

Down

-$98,786

Down $82,273 (-498%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0-$10MAssets 2011: $15,795,231Liabilities 2011: $12,606,733Net Assets 2011: $3,188,4982011Assets 2012: $15,529,080Liabilities 2012: $12,843,907Net Assets 2012: $2,685,1732012Assets 2013: $18,085,211Liabilities 2013: $15,649,013Net Assets 2013: $2,436,1982013Assets 2014: $25,100,278Liabilities 2014: $23,093,370Net Assets 2014: $2,006,9082014Assets 2015: $25,244,283Liabilities 2015: $23,268,683Net Assets 2015: $1,975,6002015Assets 2016: $24,311,353Liabilities 2016: $23,772,051Net Assets 2016: $539,3022016Assets 2017: $23,615,339Liabilities 2017: $24,432,158Net Assets 2017: -$816,8192017Assets 2018: $22,622,973Liabilities 2018: $24,182,523Net Assets 2018: -$1,559,5502018Assets 2019: $21,746,276Liabilities 2019: $23,212,094Net Assets 2019: -$1,465,8182019Assets 2020: $22,380,371Liabilities 2020: $22,151,372Net Assets 2020: $228,9992020Assets 2021: $22,813,837Liabilities 2021: $21,571,554Net Assets 2021: $1,242,2832021Assets 2022: $23,742,075Liabilities 2022: $21,259,144Net Assets 2022: $2,482,9312022Assets 2023: $23,606,058Liabilities 2023: $20,978,319Net Assets 2023: $2,627,7392023Assets 2024: $23,090,879Liabilities 2024: $20,394,047Net Assets 2024: $2,696,8322024

Highlighted filing

2024

Assets$23,090,879
Liabilities$20,394,047
Net Assets$2,696,832
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $6,253,834Expenses 2011: $5,774,461Net Income 2011: $479,3732011Expenses 2012: $6,171,3022012Revenue 2013: $6,099,129Expenses 2013: $6,348,104Net Income 2013: -$248,9752013Revenue 2014: $6,455,861Expenses 2014: $6,885,151Net Income 2014: -$429,2902014Revenue 2015: $7,135,157Expenses 2015: $7,166,465Net Income 2015: -$31,3082015Revenue 2016: $7,157,100Expenses 2016: $8,593,398Net Income 2016: -$1,436,2982016Revenue 2017: $7,480,133Expenses 2017: $8,836,254Net Income 2017: -$1,356,1212017Revenue 2018: $7,812,902Expenses 2018: $8,555,633Net Income 2018: -$742,7312018Revenue 2019: $7,870,699Expenses 2019: $7,776,967Net Income 2019: $93,7322019Revenue 2020: $8,333,766Expenses 2020: $7,728,550Net Income 2020: $605,2162020Revenue 2021: $8,420,185Expenses 2021: $7,567,681Net Income 2021: $852,5042021Revenue 2022: $9,473,748Expenses 2022: $8,031,344Net Income 2022: $1,442,4042022Revenue 2023: $8,660,122Expenses 2023: $8,676,635Net Income 2023: -$16,5132023Revenue 2024: $9,188,977Expenses 2024: $9,287,763Net Income 2024: -$98,7862024

Highlighted filing

2024

Revenue$9,188,977
Expenses$9,287,763
Net Income-$98,786
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$23,090,879
Liabilities
$20,394,047
Net assets
$2,696,832
Revenue
$9,188,977
Expenses
$9,287,763
Net income
-$98,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$20.4$2.70$9.19$9.29$0.10
2023Detailed filing. Detailed filing data is available for this year.$23.6$21.0$2.63$8.66$8.68$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$21.3$2.48$9.47$8.03$1.44
2021Detailed filing. Detailed filing data is available for this year.$22.8$21.6$1.24$8.42$7.57$0.85
2020Detailed filing. Detailed filing data is available for this year.$22.4$22.2$0.23$8.33$7.73$0.61
2019Detailed filing. Detailed filing data is available for this year.$21.7$23.2$1.47$7.87$7.78$0.09
2018Detailed filing. Detailed filing data is available for this year.$22.6$24.2$1.56$7.81$8.56$0.74
2017Detailed filing. Detailed filing data is available for this year.$23.6$24.4$0.82$7.48$8.84$1.36
2016Detailed filing. Detailed filing data is available for this year.$24.3$23.8$0.54$7.16$8.59$1.44
2015Detailed filing. Detailed filing data is available for this year.$25.2$23.3$1.98$7.14$7.17$0.03
2014Detailed filing. Detailed filing data is available for this year.$25.1$23.1$2.01$6.46$6.89$0.43
2013Detailed filing. Detailed filing data is available for this year.$18.1$15.6$2.44$6.10$6.35$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$12.8$2.69$6.17
2011Summary only. Only limited summary data is available for this year.$15.8$12.6$3.19$6.25$5.77$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 28, 2025
Return Version
2024v5.2
Gross Receipts
$9,188,977
Mission and Program Overview

Mission

Develop, construct and manage a continuing care retirement community.

Develop, construct, and manage a continuing care retirement community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$20,194,357$19,602,077▼ $592,280
Savings and Temporary Cash Investments-$1,059,029-
Cash and Non-Interest-Bearing Accounts$934,037$760,620▼ $173,417
Accounts Receivable$281,967$336,913▲ $54,946
Investments Other Securities$112,352$122,411▲ $10,059
Inventories for Sale or Use$24,546$26,758▲ $2,212
Total Assets$23,606,058$23,090,879▼ $515,179
Other Assets Total$2,058,799$1,183,071▼ $875,728
Liabilities
Mortgage Notes Payable Secured by Investment Property$12,723,181$12,314,326▼ $408,855
Deferred Revenue$5,894,024$5,775,547▼ $118,477
Other Liabilities$1,600,653$1,575,921▼ $24,732
Accounts Payable and Accrued Expenses$760,461$728,253▼ $32,208
Total Liabilities$20,978,319$20,394,047▼ $584,272
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,713,949$1,901,755▲ $187,806
Net Assets Without Donor Restrictions$913,790$795,077▼ $118,713
Total Net Assets Fund Balance$2,627,739$2,696,832▲ $69,093
Total Liabilities and Net Assets / Fund Balance$23,606,058$23,090,879▼ $515,179

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,114,652$13,905,209$32,019,861
Equipment$216,950$2,108,478$2,325,428
Leasehold Improvements$43,301$1,288,632$1,331,933
Land$1,227,174-$1,227,174
Other Assets Org$45,317--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,027,728-▲ $161,437$51,411$1,137,754
2023$920,699-▲ $153,065$46,036$1,027,728
2022$1,169,976-▼ $190,779$58,498$920,699
2021$1,076,791-▲ $93,185-$1,169,976
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Glenda CreechCEOFT$144,267$6,631$150,898

Board Members and Trustees

NameTitle
John AtchisonChairman
Elaine WilsonVice-Chair
Bill McKinneyDirector
Bob BaldwinDirector
Bob DuncanDirector
David BratcherDirector
Dennis BurrowsDirector
Gary GravesDirector
Johnie DeanDirector
Kristin ClarkDirector
Leonard FairleyDirector
Paul FerrellDirector
Richard CraneDirector
Shannon BoazDirector
Susan Kearns ThompsonDirector
Todd GoochDirector
Tracy SpencerDirector
John AdamsSecretary
Jere McIntyreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$193,880
Program Service Revenue
$8,892,114
Investment Income
$73,025
Other Revenue
$29,958
All Other Contributions
$193,880
Change in Net Assets
$-98,786

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,188,343
Revenue Not Reported on Financial Statements
$634
Revenue Not Reported on Form 990
$167,879
Total Revenue per Audited Statements
$9,356,222
Total Revenue per Form 990
$9,188,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,888,534
Other Expenses$4,399,229
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,056,419$1,107,922-$4,164,341
Depreciation Depletion$867,977$65,331-$933,308
Interest$699,624$6,331-$705,955
Occupancy$503,308$126,911-$630,219
Payroll Taxes$228,741$93,713-$322,454
Other Employee Benefits$155,059$63,526-$218,585
All Other Expenses$126,792$65,832-$192,624
Insurance-$165,072-$165,072
Current Officers, Directors, Trustees, and Key Employees-$144,267-$144,267
Other Expenses$84,833$48,419-$84,833
Office Expenses$23,458$36,595-$60,053
Fees for Services Other$10,238$29,322-$39,560
Pension Plan Contributions$27,585$11,302-$38,887
Information Technology-$25,283-$25,283
Fees for Services Accounting-$23,000-$23,000
Advertising$8,813--$8,813
Travel$7,318$718-$8,036
Fees for Service Investment Mgmnt Fees-$634-$634
Total Functional Expenses$7,273,585$2,014,178$0$9,287,763

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,287,763
Expenses per Audited Statements$9,287,129
Total Expenses per Audited Statements$9,287,129
Expenses Not Reported on Financial Statements$634
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable fixed-term use fees$958,887
Refundable life use fees$509,534
Reservation deposits$107,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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 provided to the organization's finance committee, CEO, and CFO for review before filing.”

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

“Annual inquiry of all employees and board members.”

Form 990, Part VI, Section B, line 15

“The finance committee reviews all salaries of officers, management, and key employees. The committee reviews comparable financial information of like entities on an ongoing basis.”

Form 990, Part VI, Section C, line 19

“All requests to review governing documents, policies, and financial information are to be directed to the organization's CEO.”

Filing and Contact Details

Filer

Filer Name
United Methodist Retirement
EIN
61-1164550
Phone
8598583865
Address
1125 Lexington Road, Wilmore, KY 40360

Signing Officer

Name
Glenda Creech
Title
CEO
Phone
8598583865
Signed
2025-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Glenda Creech
Formed
1988
Legal Domicile
Ky
Voting Board Members
19
Independent Board Members
19
Employees
161
Volunteers
12

Preparer

Firm
Rfh Pllc
Address
300 West Vine Street Ste 800, Lexington, KY 40507-1812
Preparer
Tyler Fallin CPA
Phone
8592311800
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

Part V, Line 4:

“To be used for benevolant fund expenses”

Part X, Line 2:

“The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code, however the Organization is not exempt from tax imposed upon unrelated activity income. The Organization currently has no unrelated business income and accordingly, no provision for income taxes has been recorded. Under generally accepted accounting principles, the Organization must recognize the tax benefit associated with tax taken for tax return purposes when it is more likely than not the position will be sustained. The Organization does not believe there are any material uncertain tax positions and, accordingly, it has not recognized any liability for unrecognized tax benefits or possible related interest or penalties. The Organization is no longer subject to U.S. federal income tax examinations by tax authorities for years before 2021.”

Raw XML AppendixShowing 400 of 626 raw XML fields

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

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IRS990/Form990PartVIISectionAGrp/PersonNm13Shannon Boaz
IRS990/Form990PartVIISectionAGrp/PersonNm14David Bratcher
IRS990/Form990PartVIISectionAGrp/PersonNm15Gary Graves
IRS990/Form990PartVIISectionAGrp/PersonNm16Bill McKinney
IRS990/Form990PartVIISectionAGrp/PersonNm17Richard Crane
IRS990/Form990PartVIISectionAGrp/PersonNm18Johnie Dean
IRS990/Form990PartVIISectionAGrp/PersonNm19Glenda Creech
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19144267
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03882
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03882
IRS990/GrossReceiptsAmt09188977
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt025283
IRS990/InformationTechnologyGrp/TotalAmt025283
IRS990/InsuranceGrp/ManagementAndGeneralAmt0165072
IRS990/InsuranceGrp/TotalAmt0165072
IRS990/InterestGrp/ManagementAndGeneralAmt06331
IRS990/InterestGrp/ProgramServicesAmt0699624
IRS990/InterestGrp/TotalAmt0705955
IRS990/InventoriesForSaleOrUseGrp/BOYAmt024546
IRS990/InventoriesForSaleOrUseGrp/EOYAmt026758
IRS990/InvestmentIncomeGrp/ExclusionAmt069143
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt069143
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0112352
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0122411
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017302319
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020194357
IRS990/LandBldgEquipBasisNetGrp/EOYAmt019602077
IRS990/LandBldgEquipCostOrOtherBssAmt036904396
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Develop, construct, and manage a continuing care retirement community.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt012723181
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt012314326
IRS990/NetAssetsOrFundBalancesBOYAmt02627739
IRS990/NetAssetsOrFundBalancesEOYAmt02696832
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03882
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03882
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0167879
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0913790
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0795077
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0126911
IRS990/OccupancyGrp/ProgramServicesAmt0503308
IRS990/OccupancyGrp/TotalAmt0630219
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt036595
IRS990/OfficeExpensesGrp/ProgramServicesAmt023458
IRS990/OfficeExpensesGrp/TotalAmt060053
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02058799
IRS990/OtherAssetsTotalGrp/EOYAmt01183071
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt063526
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0155059
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0218585
IRS990/OtherExpensesGrp/Desc0Food Costs
IRS990/OtherExpensesGrp/Desc1Healthcare
IRS990/OtherExpensesGrp/Desc2Property Maintenance
IRS990/OtherExpensesGrp/Desc3Dietary
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt048419
IRS990/OtherExpensesGrp/ProgramServicesAmt0592985
IRS990/OtherExpensesGrp/ProgramServicesAmt1479931
IRS990/OtherExpensesGrp/ProgramServicesAmt2400504
IRS990/OtherExpensesGrp/ProgramServicesAmt384833
IRS990/OtherExpensesGrp/TotalAmt0592985
IRS990/OtherExpensesGrp/TotalAmt1479931
IRS990/OtherExpensesGrp/TotalAmt2448923
IRS990/OtherExpensesGrp/TotalAmt384833
IRS990/OtherLiabilitiesGrp/BOYAmt01600653
IRS990/OtherLiabilitiesGrp/EOYAmt01575921
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other revenues
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt029958
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt029958
IRS990/OtherRevenueTotalAmt029958
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01107922
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03056419
IRS990/OtherSalariesAndWagesGrp/TotalAmt04164341
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt093713
IRS990/PayrollTaxesGrp/ProgramServicesAmt0228741
IRS990/PayrollTaxesGrp/TotalAmt0322454
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011302
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt027585
IRS990/PensionPlanContributionsGrp/TotalAmt038887
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Glenda Creech
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0Resident Charges
IRS990/ProgramServiceRevenueGrp/Desc1Amort- Life Use Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07900010
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1992104
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07900010
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1992104
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0178601
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt027822
IRS990/PYOtherExpensesAmt04025829
IRS990/PYOtherRevenueAmt016674
IRS990/PYProgramServiceRevenueAmt08437025
IRS990/PYRevenuesLessExpensesAmt0-16513
IRS990/PYSalariesCompEmpBnftPaidAmt04650806
IRS990/PYTotalExpensesAmt08676635
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08660122
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-98786
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08922072
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01059029
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt06900
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt05500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt017400
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Miscellaneous Revenues - 2020 Amount: $ 23,829. 2021 Amount: $ 39,247. 2022 Amount: $ 18,189. 2023 Amount: $ 16,674. 2024 Amount: $ 29,958.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0193880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0178601
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0714822
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt077420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0870687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02035410
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt069143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017685
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03261
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07072
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012549
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0109710
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08892114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08437025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07550980
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08111640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07213683

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