Civic Intelligence

Winchester Retirement Place Inc

EIN 61-1370614 • 501(c)3 • Winchester, KY

Profile

To provide an assisted living community for older adults with apartments for rent and cottages for sale.

200 Rosemary DriveWinchester, KY 40391

www.brooksplace.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.44x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.57x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

27th percentile

-3.4%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

39th percentile

1.8%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$2,747,011

Up $59,233 (+2.2%) from 2023

Liabilities

Up

$1,219,896

Up $277,984 (+30%) from 2023

Net Assets

Down

$1,527,115

Down $218,751 (-13%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin22nd percentile

Revenue

Up

$2,155,494

Up $221,420 (+11%) from 2023

Expenses

Up

$2,377,364

Up $142,550 (+6.4%) from 2023

Net Income

Up

-$221,870

Up $78,870 (+26%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,286,499Liabilities 2010: $3,002,083Net Assets 2010: $2,284,4162010Assets 2011: $5,395,043Liabilities 2011: $3,145,847Net Assets 2011: $2,249,1962011Assets 2012: $5,242,156Liabilities 2012: $2,878,312Net Assets 2012: $2,363,8442012Assets 2013: $4,795,826Liabilities 2013: $2,286,007Net Assets 2013: $2,509,8192013Assets 2014: $4,957,413Liabilities 2014: $2,397,905Net Assets 2014: $2,559,5082014Assets 2015: $4,047,063Liabilities 2015: $1,549,473Net Assets 2015: $2,497,5902015Assets 2016: $4,004,952Liabilities 2016: $1,659,111Net Assets 2016: $2,345,8412016Assets 2017: $3,626,889Liabilities 2017: $1,301,678Net Assets 2017: $2,325,2112017Assets 2018: $3,753,255Liabilities 2018: $1,559,929Net Assets 2018: $2,193,3262018Assets 2019: $3,300,211Liabilities 2019: $868,757Net Assets 2019: $2,431,4542019Assets 2020: $3,178,794Liabilities 2020: $956,843Net Assets 2020: $2,221,9512020Assets 2021: $3,119,321Liabilities 2021: $797,498Net Assets 2021: $2,321,8232021Assets 2022: $2,943,506Liabilities 2022: $904,277Net Assets 2022: $2,039,2292022Assets 2023: $2,687,778Liabilities 2023: $941,912Net Assets 2023: $1,745,8662023Assets 2024: $2,747,011Liabilities 2024: $1,219,896Net Assets 2024: $1,527,1152024

Highlighted filing

2024

Assets$2,747,011
Liabilities$1,219,896
Net Assets$1,527,115
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,557,1762010Expenses 2011: $1,720,1492011Expenses 2012: $1,744,0512012Revenue 2013: $1,888,319Expenses 2013: $1,761,739Net Income 2013: $126,5802013Revenue 2014: $1,889,292Expenses 2014: $1,839,603Net Income 2014: $49,6892014Revenue 2015: $1,666,815Expenses 2015: $1,724,393Net Income 2015: -$57,5782015Revenue 2016: $1,726,965Expenses 2016: $1,882,436Net Income 2016: -$155,4712016Revenue 2017: $1,858,057Expenses 2017: $1,882,197Net Income 2017: -$24,1402017Revenue 2018: $1,815,387Expenses 2018: $1,940,492Net Income 2018: -$125,1052018Revenue 2019: $2,206,477Expenses 2019: $1,977,574Net Income 2019: $228,9032019Revenue 2020: $1,715,047Expenses 2020: $1,928,999Net Income 2020: -$213,9522020Revenue 2021: $1,948,939Expenses 2021: $2,144,702Net Income 2021: -$195,7632021Revenue 2022: $2,081,057Expenses 2022: $2,352,004Net Income 2022: -$270,9472022Revenue 2023: $1,934,074Expenses 2023: $2,234,814Net Income 2023: -$300,7402023Revenue 2024: $2,155,494Expenses 2024: $2,377,364Net Income 2024: -$221,8702024

Highlighted filing

2024

Revenue$2,155,494
Expenses$2,377,364
Net Income-$221,870
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,747,011
Liabilities
$1,219,896
Net assets
$1,527,115
Revenue
$2,155,494
Expenses
$2,377,364
Net income
-$221,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.75$1.22$1.53$2.16$2.38$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.94$1.75$1.93$2.23$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.90$2.04$2.08$2.35$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.12$0.80$2.32$1.95$2.14$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.18$0.96$2.22$1.72$1.93$0.21
2019Detailed filing. Detailed filing data is available for this year.$3.30$0.87$2.43$2.21$1.98$0.23
2018Detailed filing. Detailed filing data is available for this year.$3.75$1.56$2.19$1.82$1.94$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.63$1.30$2.33$1.86$1.88$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.00$1.66$2.35$1.73$1.88$0.16
2015Detailed filing. Detailed filing data is available for this year.$4.05$1.55$2.50$1.67$1.72$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.96$2.40$2.56$1.89$1.84$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.80$2.29$2.51$1.89$1.76$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$2.88$2.36$1.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.40$3.15$2.25$1.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.29$3.00$2.28$1.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 27, 2025
Return Version
2024v5.1
Gross Receipts
$2,907,356
Mission and Program Overview

Mission

To provide an assisted living community for older adults with apartments for rent and cottages for sale.

To provide an assisted living community for the elderly with townhomes for sale and apartments for rent.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,351,629$2,176,268▼ $175,361
Inventories for Sale or Use$115,194$295,401▲ $180,207
Cash and Non-Interest-Bearing Accounts$129,825$76,578▼ $53,247
Total Assets$2,687,778$2,747,011▲ $59,233
Other Assets Total$91,130$198,764▲ $107,634
Liabilities
Mortgage Notes Payable Secured by Investment Property$669,357$891,791▲ $222,434
Other Liabilities$232,170$283,382▲ $51,212
Accounts Payable and Accrued Expenses$40,385$44,723▲ $4,338
Total Liabilities$941,912$1,219,896▲ $277,984
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,061,866$843,115▼ $218,751
Net Assets With Donor Restrictions$684,000$684,000→ $0
Total Net Assets Fund Balance$1,745,866$1,527,115▼ $218,751
Total Liabilities and Net Assets / Fund Balance$2,687,778$2,747,011▲ $59,233

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,472,382$3,113,231$4,585,613
Land$684,000-$684,000
Other Land Buildings$19,886$385,034$404,920
Equipment$0$6,090$6,090
Other Assets Org$105,500--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Tim JanesExecutive DirectorFT$101,250$101,250

Board Members and Trustees

NameTitle
Chris DavisPresident
Zella RosenthalVice President
Brenda MastreanDirector
David CarterDirector
Fred W PaceDirector
Lindrell BlackwellDirector
Michael N CaudillDirector
Randy ToddDirector
Robert JacksonDirector
Robert L BaldwinDirector
Shannon CoxDirector
Stefan FinkDirector
Stephanie Roarx SultanDirector
Linda OrmsbySecretary
Ed MestaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$27,897
Program Service Revenue
$1,520,788
Investment Income
$3,675
Other Revenue
$603,134
All Other Contributions
$27,897
Change in Net Assets
$-221,870
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,204,844
Salaries, Compensation, and Employee Benefits$1,169,108
Grants and Similar Amounts Paid$3,412
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$857,588--$857,588
Depreciation Depletion$174,165$1,196-$175,361
Occupancy$161,396--$161,396
Insurance$140,911--$140,911
Other Employee Benefits$114,069--$114,069
Other Expenses$103,637--$103,637
Current Officers, Directors, Trustees, and Key Employees-$101,250-$101,250
Payroll Taxes$63,872$7,527-$71,399
Advertising$40,679--$40,679
Interest$31,476--$31,476
Information Technology$25,962--$25,962
Pension Plan Contributions$24,802--$24,802
Office Expenses-$24,168-$24,168
Fees for Services Accounting-$20,250-$20,250
Fees for Services Other-$3,792-$3,792
Grants to Domestic Individuals$3,412--$3,412
Fees for Service Investment Mgmnt Fees-$391-$391
Travel$218--$218
Total Functional Expenses$2,218,790$158,574$0$2,377,364
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
-MEMBER-DIRECTOR HAS 100% DIRECT OWNERSHIP IN ACCOUNTING FIRM.Fees for Accounting and Payroll Services Rendered.No$20,250
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits on Cottages$189,600
Rental Deposits$79,685
Prepaid Rent$14,097
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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 officers of the organization reviewed the returns with the preparer before filing.”

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

“The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy by requiring the directors to complete annual questionnaires to disclose any interests that would give rise to conflict.”

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

“The organization's process uses comparable data from surrounding geographical locations related to similiar positions and extensive board of director discussion and approval.”

Form 990, Part VI, Section C, Line 18

“A copy of the form 990 is in the care of tim janes at 200 rose mary drive, winchester, ky 40391. The form 990 is available for public inspection when a request is made to mr. Janes.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are in the care of tim janes at 200 rose mary drive, winchester, ky 40391. These documents are made available to the public when a request is made to mr. Janes.”

Filing and Contact Details

Filer

Filer Name
Winchester Retirement Place Inc
EIN
61-1370614
Phone
8597454904
Address
200 ROSEMARY DRIVE, WINCHESTER, KY 40391

Signing Officer

Name
Chris Davis
Title
President
Phone
8597454904
Signed
2025-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Davis
Formed
2000
Legal Domicile
Ky
Voting Board Members
15
Independent Board Members
15
Employees
31
Volunteers
0

Preparer

Firm
Michael N Caudill CPA Pllc
Address
PO BOX 536, WINCHESTER, KY 40392-0536
Preparer
Michael N Caudill CPA
Phone
8597447080
Raw XML AppendixShowing 400 of 528 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/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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