Civic Intelligence

United Methodist Retirement Community Inc.

990 • Fiscal year 2023 • EIN 61-1164550

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization Profilewww.wvillage.org
1125 Lexington RoadWilmore, KY 40360

(859) 858-3865

Siviq Scores

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

Liabilities / Assets

90th percentile

0.89x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

2.42x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

37th percentile

-0.2%

Higher net margin than 37% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$150,874

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

27th percentile

-0.6%

Faster asset growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-8.6%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$23,606,058

Down $136,017 (-0.6%) from 2022

Net Assets

Up

$2,627,739

Up $144,808 (+5.8%) from 2022

Liabilities

Down

$20,978,319

Down $280,825 (-1.3%) from 2022

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin37th percentile

Revenue

Down

$8,660,122

Down $813,626 (-8.6%) from 2022

Expenses

Up

$8,676,635

Up $645,291 (+8.0%) from 2022

Net Income

Down

-$16,513

Down $1,458,917 (-101%) from 2022

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$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

2023

Assets$23,606,058
Liabilities$20,978,319
Net Assets$2,627,739
Open 2023 Filing

Operations Trend

Revenue Growth26th 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

2023

Revenue$8,660,122
Expenses$8,676,635
Net Income-$16,513
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$8,660,122
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$20,710,245$20,194,357▼ $515,888
Cash and Non-Interest-Bearing Accounts$706,974$934,037▲ $227,063
Accounts Receivable$257,487$281,967▲ $24,480
Investments Other Securities$98,587$112,352▲ $13,765
Inventories for Sale or Use$25,241$24,546▼ $695
Total Assets$23,742,075$23,606,058▼ $136,017
Other Assets Total$1,943,541$2,058,799▲ $115,258
Liabilities
Mortgage Notes Payable Secured by Investment Property$13,196,638$12,723,181▼ $473,457
Deferred Revenue$5,879,679$5,894,024▲ $14,345
Other Liabilities$1,573,199$1,600,653▲ $27,454
Accounts Payable and Accrued Expenses$609,628$760,461▲ $150,833
Total Liabilities$21,259,144$20,978,319▼ $280,825
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,555,065$1,713,949▲ $158,884
Net Assets Without Donor Restrictions$927,866$913,790▼ $14,076
Total Net Assets Fund Balance$2,482,931$2,627,739▲ $144,808
Total Liabilities and Net Assets / Fund Balance$23,742,075$23,606,058▼ $136,017

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,678,404$13,045,467$31,723,871
Equipment$219,774$2,060,616$2,280,390
Leasehold Improvements$69,005$1,262,928$1,331,933
Land$1,227,174-$1,227,174
Other Assets Org$1,009,039--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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 Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Glenda CreechCEOFT$144,244$6,630$150,874

Board Members and Trustees

NameTitle
John AtchisonChairman
Elaine WilsonVice-Chair
Bill McKinneyDirector
Bob BaldwinDirector
Bob DuncanDirector
David BratcherDirector
Dennis BurrowsDirector
Gary GravesDirector
Johnie DeanDirector
Kristen 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
$178,601
Program Service Revenue
$8,437,025
Investment Income
$27,822
Other Revenue
$16,674
All Other Contributions
$178,601
Change in Net Assets
$-16,513

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,659,558
Revenue Not Reported on Financial Statements
$564
Revenue Not Reported on Form 990
$161,321
Total Revenue per Audited Statements
$8,820,879
Total Revenue per Form 990
$8,660,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,650,806
Other Expenses$4,025,829
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,894,873$1,041,881-$3,936,754
Depreciation Depletion$883,173$66,475-$949,648
Occupancy$513,041$96,342-$609,383
Interest$579,912$7,435-$587,347
Payroll Taxes$231,997$95,057-$327,054
Other Employee Benefits$145,977$59,811-$205,788
All Other Expenses$165,154$20,925-$186,079
Current Officers, Directors, Trustees, and Key Employees-$144,244-$144,244
Insurance-$144,221-$144,221
Other Expenses$371,871$78,055-$78,055
Office Expenses$30,032$33,098-$63,130
Fees for Services Other-$39,811-$39,811
Pension Plan Contributions$26,222$10,744-$36,966
Fees for Services Accounting-$21,500-$21,500
Information Technology-$19,702-$19,702
Travel$6,109$4,870-$10,979
Advertising$6,475--$6,475
Fees for Service Investment Mgmnt Fees-$565-$565
Total Functional Expenses$6,749,569$1,927,066$0$8,676,635

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,676,635
Expenses per Audited Statements$8,676,071
Total Expenses per Audited Statements$8,676,071
Expenses Not Reported on Financial Statements$564
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 life use fees$1,499,153
Reservation deposits$101,500
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 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
2024-11-12
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
148
Volunteers
0

Preparer

Firm
Rfh Pllc
Address
300 West Vine Street Ste 800, Lexington, KY 40507-1812
Preparer
Andrew W DeMoss 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 2020.”

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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/PersonNm18Johnie Dean
IRS990/Form990PartVIISectionAGrp/PersonNm19Glenda Creech
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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/OtherAmt05000
IRS990/GainOrLossGrp/SecuritiesAmt05137
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt05000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05137
IRS990/GrossReceiptsAmt08660122
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt019702
IRS990/InformationTechnologyGrp/TotalAmt019702
IRS990/InsuranceGrp/ManagementAndGeneralAmt0144221
IRS990/InsuranceGrp/TotalAmt0144221
IRS990/InterestGrp/ManagementAndGeneralAmt07435
IRS990/InterestGrp/ProgramServicesAmt0579912
IRS990/InterestGrp/TotalAmt0587347
IRS990/InventoriesForSaleOrUseGrp/BOYAmt025241
IRS990/InventoriesForSaleOrUseGrp/EOYAmt024546
IRS990/InvestmentIncomeGrp/ExclusionAmt017685
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017685
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt098587
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0112352
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016369011
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020710245
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020194357
IRS990/LandBldgEquipCostOrOtherBssAmt036563368
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
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/BOYAmt013196638
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt012723181
IRS990/NetAssetsOrFundBalancesBOYAmt02482931
IRS990/NetAssetsOrFundBalancesEOYAmt02627739
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010137
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010137
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0161321
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0927866
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0913790
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt096342
IRS990/OccupancyGrp/ProgramServicesAmt0513041
IRS990/OccupancyGrp/TotalAmt0609383
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt033098
IRS990/OfficeExpensesGrp/ProgramServicesAmt030032
IRS990/OfficeExpensesGrp/TotalAmt063130
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01943541
IRS990/OtherAssetsTotalGrp/EOYAmt02058799
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt059811
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0145977
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0205788
IRS990/OtherExpensesGrp/Desc0Food Costs
IRS990/OtherExpensesGrp/Desc1Property Maintenance
IRS990/OtherExpensesGrp/Desc2Healthcare
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt042330
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt178055
IRS990/OtherExpensesGrp/ProgramServicesAmt0562404
IRS990/OtherExpensesGrp/ProgramServicesAmt1332329
IRS990/OtherExpensesGrp/ProgramServicesAmt2371871
IRS990/OtherExpensesGrp/TotalAmt0562404
IRS990/OtherExpensesGrp/TotalAmt1374659
IRS990/OtherExpensesGrp/TotalAmt2371871
IRS990/OtherExpensesGrp/TotalAmt378055
IRS990/OtherLiabilitiesGrp/BOYAmt01573199
IRS990/OtherLiabilitiesGrp/EOYAmt01600653
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other revenues
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt016674
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016674
IRS990/OtherRevenueTotalAmt016674
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01041881
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02894873
IRS990/OtherSalariesAndWagesGrp/TotalAmt03936754
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt095057
IRS990/PayrollTaxesGrp/ProgramServicesAmt0231997
IRS990/PayrollTaxesGrp/TotalAmt0327054
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010744
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt026222
IRS990/PensionPlanContributionsGrp/TotalAmt036966
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/RelatedOrExemptFuncIncomeAmt07505652
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1931373
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07505652
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1931373
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0714822
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01189757
IRS990/PYOtherExpensesAmt03618590
IRS990/PYOtherRevenueAmt018189
IRS990/PYProgramServiceRevenueAmt07550980
IRS990/PYRevenuesLessExpensesAmt01442404
IRS990/PYSalariesCompEmpBnftPaidAmt04412754
IRS990/PYTotalExpensesAmt08031344
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09473748
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-16513
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08453699
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt05500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt010500
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Miscellaneous Revenues - 2019 Amount: $ 73,311. 2020 Amount: $ 23,829. 2021 Amount: $ 39,247. 2022 Amount: $ 18,189. 2023 Amount: $ 16,674.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0178601
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0714822
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt077420
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0870687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0303320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02144850
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017685
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03261
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07072
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012549
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt038981
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt079548
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08437025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07550980
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08111640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07213683

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,606,058
Liabilities
$20,978,319
Net assets
$2,627,739
Revenue
$8,660,122
Expenses
$8,676,635
Net income
-$16,513
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