Civic Intelligence

United Methodist Retirement Community Inc.

990 • Fiscal year 2015 • EIN 61-1164550

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 13, 2016

Organization Profilewww.wvillage.org
1125 Lexington RoadWilmore, KY 40390

(859) 858-3865

Siviq Scores

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

Liabilities / Assets

90th percentile

0.92x

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

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

91st percentile

3.26x

Higher debt load relative to revenue than 91% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

29th percentile

-0.4%

Higher net margin than 29% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

12th percentile

$104,855

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

44th percentile

0.6%

Faster asset growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

67th percentile

11%

Faster revenue growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$25,244,283

Up $144,005 (+0.6%) from 2014

Net Assets

Down

$1,975,600

Down $31,308 (-1.6%) from 2014

Liabilities

Up

$23,268,683

Up $175,313 (+0.8%) from 2014

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin29th percentile

Revenue

Up

$7,135,157

Up $679,296 (+11%) from 2014

Expenses

Up

$7,166,465

Up $281,314 (+4.1%) from 2014

Net Income

Up

-$31,308

Up $397,982 (+93%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$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

2015

Assets$25,244,283
Liabilities$23,268,683
Net Assets$1,975,600
Open 2015 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$7,135,157
Expenses$7,166,465
Net Income-$31,308
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 13, 2016
Return Version
2015v2.0
Gross Receipts
$7,183,046
Mission and Program Overview

Mission

Develop, construct and manage a continuing care retirement community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,799,167$24,446,494▲ $11,647,327
Investments Other Securities$300,462$300,325▼ $137
Cash and Non-Interest-Bearing Accounts$259,271$228,859▼ $30,412
Accounts Receivable$149,688$213,851▲ $64,163
Pledges and Grants Receivable$148,297$22,281▼ $126,016
Inventories for Sale or Use$20,814$18,729▼ $2,085
Prepaid Expenses and Deferred Charges$24,005$13,744▼ $10,261
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$25,100,278$25,244,283▲ $144,005
Other Assets Total$11,398,574$0▼ $11,398,574
Liabilities
Mortgage Notes Payable Secured by Investment Property$14,936,879$14,457,243▼ $479,636
Deferred Revenue$5,445,557$6,555,389▲ $1,109,832
Other Liabilities$1,497,661$1,808,268▲ $310,607
Accounts Payable and Accrued Expenses$1,213,273$447,783▼ $765,490
Total Liabilities$23,093,370$23,268,683▲ $175,313
Net Assets / Fund Balance
Unrestricted Net Assets$1,355,778$1,360,944▲ $5,166
Temporarily Rstr Net Assets$648,630$612,156▼ $36,474
Permanently Rstr Net Assets$2,500$2,500→ $0
Total Net Assets Fund Balance$2,006,908$1,975,600▼ $31,308
Total Liabilities and Net Assets / Fund Balance$25,100,278$25,244,283▲ $144,005

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$20,553,500$9,125,063$29,678,563
Equipment$1,973,967-$1,973,967
Leasehold Improvements$1,241,853-$1,241,853
Land$677,174-$677,174
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Glenda CreechCEOFT$104,855$104,855
Tim LaytonVice PresidentFT$68,783$68,783
Erik JohnsCFOFT$44,336$44,336

Board Members and Trustees

NameTitle
Bill MckinneyChairman
Dee HahnVice Chairman
Bill AndersonDirector
Bob BaldwinDirector
Bob FiggDirector
Bob JacksonDirector
Bobby Day WilsonDirector
Brad SmartDirector
Carolyn AverittDirector
Glen HoskinsDirector
Harold BushDirector
James WilliamsDirector
Jim StrattonDirector
John AdamsDirector
John AtchisonDirector
Linsey DavisDirector
Richard VimontDirector
Ron GilkersonDirector
Sewell WoodwardSecretary
Dennis JosephTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$371,447
Program Service Revenue
$6,729,453
Investment Income
$6,974
Other Revenue
$27,283
All Other Contributions
$371,447
Change in Net Assets
$-31,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,907,541
Salaries, Compensation, and Employee Benefits$258,924
Total Fundraising Expense$142,644
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$746,909--$746,909
Other Expenses$534,002$753,622-$534,002
Interest$420,545--$420,545
All Other Expenses$285,357-$73,861$359,218
Current Officers, Directors, Trustees, and Key Employees-$190,141$68,783$258,924
Total Functional Expenses$6,080,058$943,763$142,644$7,166,465
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Life Use Fees$1,700,768
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
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is provided to the organization's finance committee, ceo and cfo for review before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annual inquiry of all employees and board members”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

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

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All requests to review governing docs, policies, and financial information are 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 40390

Signing Officer

Name
Glenda Creech
Title
CEO
Signed
2016-08-13
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Ky
Voting Board Members
20
Independent Board Members
20
Employees
161

Preparer

Firm
Dennis F Joseph CPA PSC
Address
801 Delaney Woods Drive, Nicholasville, KY 40356
Preparer
Dennis Joseph
Phone
8592780202
Raw XML AppendixShowing 400 of 602 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01213273
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0447783
IRS990/AccountsReceivableGrp/BOYAmt0149688
IRS990/AccountsReceivableGrp/EOYAmt0213851
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0DEVELOP, CONSTRUCT AND MANAGE A CONTINUING CARE RETIREMENT COMMUNITY.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0371447
IRS990/AllOtherExpensesGrp/FundraisingAmt073861
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0285357
IRS990/AllOtherExpensesGrp/TotalAmt0359218
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0GLENDA CREECH
IRS990/BooksInCareOfDetail/PhoneNum08598583865
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01125 LEXINGTON ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WILMORE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040390
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0259271
IRS990/CashNonInterestBearingGrp/EOYAmt0228859
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt068783
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0190141
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0258924
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0371447
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06974
IRS990/CYOtherExpensesAmt06907541
IRS990/CYOtherRevenueAmt027283
IRS990/CYProgramServiceRevenueAmt06729453
IRS990/CYRevenuesLessExpensesAmt0-31308
IRS990/CYSalariesCompEmpBnftPaidAmt0258924
IRS990/CYTotalExpensesAmt07166465
IRS990/CYTotalFundraisingExpenseAmt0142644
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07135157
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt05445557
IRS990/DeferredRevenueGrp/EOYAmt06555389
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0746909
IRS990/DepreciationDepletionGrp/TotalAmt0746909
IRS990/Desc0DEVELOPMENT AND OPERATION OF AN INDEPENDENT LIVING RETIREMENT COMMUNITY, A PERSONAL CARE FACILITY AND A FULL CARE NURSING FACILITY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0161
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt06080058
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2245.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0CAROLYN AVERITT
IRS990/Form990PartVIISectionAGrp/PersonNm1DENNIS JOSEPH
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN ATCHISON
IRS990/Form990PartVIISectionAGrp/PersonNm3BILL ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4RON GILKERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5BOB BALDWIN
IRS990/Form990PartVIISectionAGrp/PersonNm6HAROLD BUSH
IRS990/Form990PartVIISectionAGrp/PersonNm7GLEN HOSKINS
IRS990/Form990PartVIISectionAGrp/PersonNm8LINSEY DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm9BOB FIGG
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm11DEE HAHN
IRS990/Form990PartVIISectionAGrp/PersonNm12JIM STRATTON
IRS990/Form990PartVIISectionAGrp/PersonNm13BOB JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm14RICHARD VIMONT
IRS990/Form990PartVIISectionAGrp/PersonNm15BOBBY DAY WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm16SEWELL WOODWARD
IRS990/Form990PartVIISectionAGrp/PersonNm17BILL MCKINNEY
IRS990/Form990PartVIISectionAGrp/PersonNm18BRAD SMART
IRS990/Form990PartVIISectionAGrp/PersonNm19JAMES WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm20GLENDA CREECH
IRS990/Form990PartVIISectionAGrp/PersonNm21TIM LAYTON
IRS990/Form990PartVIISectionAGrp/PersonNm22ERIK JOHNS
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/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20104855
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2168783
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2244336
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/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt21Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt22CFO
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt05002
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt052891
IRS990/GrossReceiptsAmt07183046
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt0420545
IRS990/InterestGrp/TotalAmt0420545
IRS990/InventoriesForSaleOrUseGrp/BOYAmt020814
IRS990/InventoriesForSaleOrUseGrp/EOYAmt018729
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01972
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01972
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0300462
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0300325
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09125063
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012799167
IRS990/LandBldgEquipBasisNetGrp/EOYAmt024446494
IRS990/LandBldgEquipCostOrOtherBssAmt033571557
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt047889
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0DEVELOP, CONSTRUCT AND MANAGE A CONTINUING CARE RETIREMENT COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt014936879
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt014457243
IRS990/NetAssetsOrFundBalancesBOYAmt02006908
IRS990/NetAssetsOrFundBalancesEOYAmt01975600
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05002
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05002
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt011398574
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PERSONAL CARE SERVICES
IRS990/OtherExpensesGrp/Desc1DIETARY
IRS990/OtherExpensesGrp/Desc2ADMINISTRATION
IRS990/OtherExpensesGrp/Desc3UTILS, INS & TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0753622
IRS990/OtherExpensesGrp/ProgramServicesAmt02901238
IRS990/OtherExpensesGrp/ProgramServicesAmt11192007
IRS990/OtherExpensesGrp/ProgramServicesAmt2534002
IRS990/OtherExpensesGrp/TotalAmt02901238
IRS990/OtherExpensesGrp/TotalAmt11192007
IRS990/OtherExpensesGrp/TotalAmt2753622
IRS990/OtherExpensesGrp/TotalAmt3534002
IRS990/OtherLiabilitiesGrp/BOYAmt01497661
IRS990/OtherLiabilitiesGrp/EOYAmt01808268
IRS990/OtherRevenueMiscGrp/Desc0MISC. REVENUES
IRS990/OtherRevenueMiscGrp/ExclusionAmt027283
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027283
IRS990/OtherRevenueTotalAmt027283
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02500
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02500
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0148297
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt022281
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024005
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013744
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0AMORT.-LIFE USE FEES
IRS990/ProgramServiceRevenueGrp/Desc1RESIDENT CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0727985
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16001468

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,244,283
Liabilities
$23,268,683
Net assets
$1,975,600
Revenue
$7,135,157
Expenses
$7,166,465
Net income
-$31,308
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