Civic Intelligence

Uplands Village

990 • Fiscal year 2015 • EIN 62-0479194

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 11, 2015

PO Box 168Pleasant Hill, TN 38578-0168

(931) 277-3518

Siviq Scores

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

Liabilities / Assets

71st percentile

0.50x

Higher debt load relative to assets than 71% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

1.10x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

14th percentile

-11%

Higher net margin than 14% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

60th percentile

$201,045

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

58th percentile

3.1%

Faster asset growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

57th percentile

5.9%

Faster revenue growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Up

$17,848,875

Up $537,518 (+3.1%) from 2014

Net Assets

Down

$8,964,304

Down $815,438 (-8.3%) from 2014

Liabilities

Up

$8,884,571

Up $1,352,956 (+18%) from 2014

Revenue

Up

$8,049,048

Up $451,891 (+5.9%) from 2014

Expenses

Up

$8,934,832

Up $579,289 (+6.9%) from 2014

Net Income

Down

-$885,784

Down $127,398 (-17%) from 2014

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $17,608,442Liabilities 2011: $7,401,565Net Assets 2011: $10,206,8772011Assets 2012: $17,820,166Liabilities 2012: $7,361,728Net Assets 2012: $10,458,4382012Assets 2013: $17,316,123Liabilities 2013: $6,981,391Net Assets 2013: $10,334,7322013Assets 2014: $17,311,357Liabilities 2014: $7,531,615Net Assets 2014: $9,779,7422014Assets 2015: $17,848,875Liabilities 2015: $8,884,571Net Assets 2015: $8,964,3042015Assets 2016: $23,476,314Liabilities 2016: $14,266,838Net Assets 2016: $9,209,4762016Assets 2017: $21,239,275Liabilities 2017: $14,862,344Net Assets 2017: $6,376,9312017Assets 2018: $18,871,979Liabilities 2018: $14,927,159Net Assets 2018: $3,944,8202018Assets 2019: $17,501,532Liabilities 2019: $14,614,446Net Assets 2019: $2,887,0862019Assets 2020: $18,216,480Liabilities 2020: $14,056,414Net Assets 2020: $4,160,0662020Assets 2021: $17,702,262Liabilities 2021: $13,588,147Net Assets 2021: $4,114,1152021Assets 2022: $15,899,140Liabilities 2022: $12,616,954Net Assets 2022: $3,282,1862022Assets 2023: $17,038,084Liabilities 2023: $12,517,143Net Assets 2023: $4,520,9412023Assets 2024: $17,511,879Liabilities 2024: $12,110,997Net Assets 2024: $5,400,8822024

Highlighted filing

2015

Assets$17,848,875
Liabilities$8,884,571
Net Assets$8,964,304

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $6,150,3702011Revenue 2012: $6,814,672Expenses 2012: $6,477,192Net Income 2012: $337,4802012Expenses 2013: $6,984,0732013Revenue 2014: $7,597,157Expenses 2014: $8,355,543Net Income 2014: -$758,3862014Revenue 2015: $8,049,048Expenses 2015: $8,934,832Net Income 2015: -$885,7842015Revenue 2016: $9,283,174Expenses 2016: $9,915,968Net Income 2016: -$632,7942016Revenue 2017: $9,610,412Expenses 2017: $12,442,957Net Income 2017: -$2,832,5452017Revenue 2018: $9,814,895Expenses 2018: $12,174,939Net Income 2018: -$2,360,0442018Revenue 2019: $10,103,240Expenses 2019: $11,047,515Net Income 2019: -$944,2752019Revenue 2020: $12,075,377Expenses 2020: $10,856,825Net Income 2020: $1,218,5522020Revenue 2021: $10,892,676Expenses 2021: $11,021,767Net Income 2021: -$129,0912021Revenue 2022: $11,050,132Expenses 2022: $11,530,134Net Income 2022: -$480,0022022Revenue 2023: $13,567,317Expenses 2023: $12,620,259Net Income 2023: $947,0582023Revenue 2024: $14,087,511Expenses 2024: $13,378,009Net Income 2024: $709,5022024

Highlighted filing

2015

Revenue$8,049,048
Expenses$8,934,832
Net Income-$885,784
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 11, 2015
Return Version
2014v5.0
Gross Receipts
$8,080,787
Mission and Program Overview

Mission

The mission of uplands village is to provide an affordable and intellectually stimulating continuing care retirement community that is committed to delivering superior care to senior adults who have been and remain committed to issues of social justice and a faithful tradition of service to others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,417,751$10,846,946▲ $1,429,195
Investments in Publicly Traded Securities$3,355,692$3,365,775▲ $10,083
Accounts Receivable$768,756$1,007,945▲ $239,189
Savings and Temporary Cash Investments$1,219,858$795,339▼ $424,519
Prepaid Expenses and Deferred Charges$24,733$70,619▲ $45,886
Other Notes and Loans Receivable, Net$262,402$52,400▼ $210,002
Cash and Non-Interest-Bearing Accounts$10,280$32,723▲ $22,443
Inventories for Sale or Use$26,458$15,544▼ $10,914
Total Assets$17,311,357$17,848,875▲ $537,518
Other Assets Total$2,225,427$1,661,584▼ $563,843
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,161,460$7,200,919▲ $1,039,459
Accounts Payable and Accrued Expenses$698,124$1,091,426▲ $393,302
Other Liabilities$672,031$592,226▼ $79,805
Total Liabilities$7,531,615$8,884,571▲ $1,352,956
Net Assets / Fund Balance
Unrestricted Net Assets$7,013,500$6,169,573▼ $843,927
Permanently Rstr Net Assets$1,422,857$1,451,208▲ $28,351
Temporarily Rstr Net Assets$1,343,385$1,343,523▲ $138
Total Net Assets Fund Balance$9,779,742$8,964,304▼ $815,438
Total Liabilities and Net Assets / Fund Balance$17,311,357$17,848,875▲ $537,518

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,791,698$4,763,806$11,555,504
Other Land Buildings$2,228,023-$2,228,023
Equipment$796,600$1,096,521$1,893,121
Leasehold Improvements$652,297$705,774$1,358,071
Land$378,328-$378,328
Other Assets Org$18,604--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,671,013$28,351▲ $8,242$3,116$2,704,490
2013$2,538,276$5,679▲ $239,648$112,590$2,671,013
2012$2,414,161$6,647▲ $121,538$4,069$2,538,276
2011$2,428,054$7,451▲ $79,136$100,480$2,414,161
2010$2,135,668$5,310▲ $383,786$96,710$2,428,054
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Richard WoodardExecutive DirectorFT$168,319$32,726$201,045
Mr Al GriffinDirector of Financial ServFT$96,797$1,809$98,606
Ms Anita CroinexDirector of Health ServiceFT$65,105$1,961$67,066

Board Members and Trustees

NameTitle
Mr Pepe PerronChairman
Dr Denyse Thornley-brownVice-chairman
Dr Beth MazyckBoard Member
Dr Franklin Cobos MdBoard Member
Dr Liz Mullens MdBoard Member
Jerry HarrisBoard Member
Mrs Mary SchantzBoard Member
Ms Kathy AslingerBoard Member
Rev Richard EllerbrakeBoard Member
Ginny NixonEx-officio
Mrs Patricia CavanaughEx-officio
Mr Peter HollisterExecutive Committee
Mr Rich NelsonExecutive Committee
Rev James DeweyExecutive Committee
Mrs Christine StinsonSecretary
Ms Laura RiesterTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Morrison Management SpecialistsDietary SubcontratorPO BOX 102289, Atlanta, GA 30368$523,533
Functional PathwaysTherapy614 MABRY HOOD ROAD SUITE 301, Knoxville, TN 37932$511,175
-Landscaping Mowing101 OLD STATE ROAD, Sparta, TN 38583$111,333
Revenue and Support

Revenue Composition

Contributions and Grants
$171,230
Program Service Revenue
$7,751,791
Investment Income
$58,144
Other Revenue
$67,883
All Other Contributions
$171,230
Change in Net Assets
$-885,784

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,049,048
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-11,009
Total Revenue per Audited Statements
$8,038,039
Total Revenue per Form 990
$8,049,048
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,732,940
Other Expenses$4,201,892
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,582,690$398,205-$3,980,895
Fees for Services Other$1,331,405$109,837-$1,441,242
Occupancy$585,293$46,133-$631,426
Depreciation Depletion$505,833--$505,833
Payroll Taxes$265,468$65,184-$330,652
Current Officers, Directors, Trustees, and Key Employees-$312,585-$312,585
Interest$261,426--$261,426
Insurance$245,443--$245,443
Other Expenses$107,286--$107,286
Travel$57,125$46,409-$103,534
Other Employee Benefits$71,765$14,243-$86,008
Information Technology$51,673$23,803-$75,476
All Other Expenses$52,266$11,653-$63,919
Office Expenses$53,644$7,516-$61,160
Advertising$27,655$19,441-$47,096
Fees for Services Accounting-$36,753-$36,753
Pension Plan Contributions$19,024$3,776-$22,800
Fees for Services Legal-$11,261-$11,261
Conferences and Meetings$8,034$983-$9,017
Total Functional Expenses$7,827,050$1,107,782$0$8,934,832

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,966,571
Expenses per Audited Statements$8,934,832
Total Expenses per Form 990$8,934,832
Expenses Not Reported on Form 990$31,739
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,361
Fundraising Direct Expenses$31,739
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundraisers$41,361$41,361$31,739$9,622
Total Events$41,361$41,361$31,739$9,622
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Current Notes Payable$519,031
Deposits and Credits$66,668
Patient Trust Funds$6,527
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Section B, Line 11

After the return is prepared by the auditors and uplands staff, the cfo will review, sign and distribute to all board members.

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

All business decisions are reviewed by executive director and / staff. Large and non-routine items are by executive committee as well.

Form 990, Part VI, Section B, Line 15

Executive committee and human resource committee conduct performance review and make salary recommendation. Executive director reviews performance and initiates salary adjustments. Dollars are set by budgeting process. Finance committee approves detail and board approves final budget at spring board meeting.

Form 990, Part VI, Section C, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Uplands Village
EIN
62-0479194
Phone
9312773518
Address
PO BOX 168, PLEASANT HILL, TN 38578-0168

Signing Officer

Name
Melissa Muncy
Title
Finance Director
Phone
9312773518
Signed
2015-12-11

Organization Details

Principal Officer
Melissa Muncy
Formed
1922
Legal Domicile
Tn
Voting Board Members
14
Independent Board Members
14
Employees
204
Volunteers
70

Preparer

Firm
Johnson Hickey & Murchison Pc
Address
651 E 4TH ST STE 200, CHATTANOOGA, TN 37403
Preparer
Barry R Huggins
Phone
4237560052
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contracted services: program service expenses 1,276,850. Management and general expenses 109,837. Fundraising expenses 0. Total expenses 1,386,687. Medical expense: program service expenses 54,555. Management and general expenses 0. Fundraising expenses 0. Total expenses 54,555.

Financial Statement Notes

PART IV, LINE 2B:

RESIDENT TRUST FUNDS

PART X, LINE 2:

Uplands village was founded by dr. May cravath wharton and incorporated in 1922 under the laws of the state of tennessee as a nonprofit corporation and internal revenue code 501(c)(3) and was granted exemption from income taxes under code section 501(a) in january 1939. Uplands accounts for uncertain tax positions with provisions of fasb asc 740-10 "accounting for uncertainty in income taxes" (fasb asc 740-1), which provides a framework for how companies should recognize, measure, present and disclose uncertain tax positions within the financial statements. With these changes, uplands may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. Uplands does not have any uncertain tax positions as of june 30, 2015 and 2014. As june 30, 2015 and 2014, uplands did not record any penalties or interest associated with uncertain tax positions. Uplands form 990, return of organization exempt from income tax, for the years 2012 and beyond remain subject to examination by the irs, generally for three years after they were filed.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Expenses netted against fundraising income 31,739.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Expenses netted against fundraising income 31,739.

Schedule D Part V Line 4

The earnings from the endowment funds are used to provide for indigent nursing home residents, assist in maintaining independent living, and other purposes connected with the retirement village and the nursing home.

Raw XML AppendixShowing 400 of 701 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0698124
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01091426
IRS990/AccountsReceivableGrp/BOYAmt0768756
IRS990/AccountsReceivableGrp/EOYAmt01007945
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF UPLANDS VILLAGE IS TO PROVIDE AN AFFORDABLE AND INTELLECTUALLY STIMULATING CONTINUING CARE RETIREMENT COMMUNITY THAT IS COMMITTED TO DELIVERING SUPERIOR CARE TO SENIOR ADULTS WHO HAVE BEEN AND REMAIN COMMITTED TO ISSUES OF SOCIAL JUSTICE AND A FAITHFUL TRADITION OF SERVICE TO OTHERS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt019441
IRS990/AdvertisingGrp/ProgramServicesAmt027655
IRS990/AdvertisingGrp/TotalAmt047096
IRS990/AllOtherContributionsAmt0171230
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt011653
IRS990/AllOtherExpensesGrp/ProgramServicesAmt052266
IRS990/AllOtherExpensesGrp/TotalAmt063919
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MELISSA MUNCY
IRS990/BooksInCareOfDetail/PhoneNum09312773518
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 168
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLEASANT HILL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd038578
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt010280
IRS990/CashNonInterestBearingGrp/EOYAmt032723
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0312585
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0312585
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0983
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt08034
IRS990/ConferencesMeetingsGrp/TotalAmt09017
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0523533
IRS990/ContractorCompensationGrp/CompensationAmt1511175
IRS990/ContractorCompensationGrp/CompensationAmt2111333
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 102289
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1614 MABRY HOOD ROAD SUITE 301
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2101 OLD STATE ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ATLANTA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1KNOXVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SPARTA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1TN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2TN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd030368
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd137932
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd238583
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0MORRISON MANAGEMENT SPECIALISTS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1FUNCTIONAL PATHWAYS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0TAMARA L PARKS
IRS990/ContractorCompensationGrp/ServicesDesc0DIETARY SUBCONTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc1THERAPY
IRS990/ContractorCompensationGrp/ServicesDesc2LANDSCAPING MOWING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0171230
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt058144
IRS990/CYOtherExpensesAmt04201892
IRS990/CYOtherRevenueAmt067883
IRS990/CYProgramServiceRevenueAmt07751791
IRS990/CYRevenuesLessExpensesAmt0-885784
IRS990/CYSalariesCompEmpBnftPaidAmt04732940
IRS990/CYTotalExpensesAmt08934832
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08049048
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0505833
IRS990/DepreciationDepletionGrp/TotalAmt0505833
IRS990/Desc0WHARTON NURSING HOME PROVIDING 19,226 DAYS OF INTERMEDIATE AND SKILLED NURSING CARE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0204
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt05571819
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt036753
IRS990/FeesForServicesAccountingGrp/TotalAmt036753
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt011261
IRS990/FeesForServicesLegalGrp/TotalAmt011261
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0109837
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01331405
IRS990/FeesForServicesOtherGrp/TotalAmt01441242
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
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/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
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/OtherCompensationAmt1332726
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt171809
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt181961
IRS990/Form990PartVIISectionAGrp/PersonNm0MS KATHY ASLINGER
IRS990/Form990PartVIISectionAGrp/PersonNm1MRS PATRICIA CAVANAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm2REV JAMES DEWEY
IRS990/Form990PartVIISectionAGrp/PersonNm3REV RICHARD ELLERBRAKE
IRS990/Form990PartVIISectionAGrp/PersonNm4MR PETER HOLLISTER
IRS990/Form990PartVIISectionAGrp/PersonNm5DR LIZ MULLENS MD
IRS990/Form990PartVIISectionAGrp/PersonNm6DR FRANKLIN COBOS MD
IRS990/Form990PartVIISectionAGrp/PersonNm7MR RICH NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm8MR PEPE PERRON
IRS990/Form990PartVIISectionAGrp/PersonNm9MRS MARY SCHANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm10MRS CHRISTINE STINSON
IRS990/Form990PartVIISectionAGrp/PersonNm11DR DENYSE THORNLEY-BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm12DR BETH MAZYCK
IRS990/Form990PartVIISectionAGrp/PersonNm13MR RICHARD WOODARD
IRS990/Form990PartVIISectionAGrp/PersonNm14MS LAURA RIESTER
IRS990/Form990PartVIISectionAGrp/PersonNm15GINNY NIXON
IRS990/Form990PartVIISectionAGrp/PersonNm16JERRY HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm17MR AL GRIFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm18MS ANITA CROINEX
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/ReportableCompFromOrgAmt13168319
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1796797
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1865105
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/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF FINANCIAL SERV
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF HEALTH SERVICE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01922
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt031739
IRS990/FundraisingGrossIncomeAmt041361
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08080787
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt023803
IRS990/InformationTechnologyGrp/ProgramServicesAmt051673
IRS990/InformationTechnologyGrp/TotalAmt075476
IRS990/InsuranceGrp/ProgramServicesAmt0245443
IRS990/InsuranceGrp/TotalAmt0245443
IRS990/InterestGrp/ProgramServicesAmt0261426
IRS990/InterestGrp/TotalAmt0261426
IRS990/InventoriesForSaleOrUseGrp/BOYAmt026458
IRS990/InventoriesForSaleOrUseGrp/EOYAmt015544
IRS990/InvestmentIncomeGrp/ExclusionAmt058144
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt058144
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03355692
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03365775
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06566101
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09417751
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010846946
IRS990/LandBldgEquipCostOrOtherBssAmt017413047
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF UPLANDS VILLAGE IS TO PROVIDE AN AFFORDABLE AND INTELLECTUALLY STIMULATING CONTINUING CARE RETIREMENT COMMUNITY THAT IS COMMITTED TO DELIVERING SUPERIOR CARE TO SENIOR ADULTS WHO HAVE BEEN AND REMAIN COMMITTED TO ISSUES OF SOCIAL JUSTICE AND A FAITHFUL TRADITION OF SERVICE TO OTHERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt06161460
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt07200919
IRS990/NetAssetsOrFundBalancesBOYAmt09779742
IRS990/NetAssetsOrFundBalancesEOYAmt08964304
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt09622
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt09622
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-42748
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt046133
IRS990/OccupancyGrp/ProgramServicesAmt0585293
IRS990/OccupancyGrp/TotalAmt0631426
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07516
IRS990/OfficeExpensesGrp/ProgramServicesAmt053644
IRS990/OfficeExpensesGrp/TotalAmt061160
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02225427
IRS990/OtherAssetsTotalGrp/EOYAmt01661584
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014243
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt071765
IRS990/OtherEmployeeBenefitsGrp/TotalAmt086008
IRS990/OtherExpensesGrp/Desc0BED TAX
IRS990/OtherExpensesGrp/Desc1DRUG EXPENSE
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc3MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0289926
IRS990/OtherExpensesGrp/ProgramServicesAmt1176155
IRS990/OtherExpensesGrp/ProgramServicesAmt2134939
IRS990/OtherExpensesGrp/ProgramServicesAmt3107286
IRS990/OtherExpensesGrp/TotalAmt0289926
IRS990/OtherExpensesGrp/TotalAmt1176155
IRS990/OtherExpensesGrp/TotalAmt2134939
IRS990/OtherExpensesGrp/TotalAmt3107286
IRS990/OtherLiabilitiesGrp/BOYAmt0672031
IRS990/OtherLiabilitiesGrp/EOYAmt0592226
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt058261
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt058261
IRS990/OtherRevenueTotalAmt058261
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0398205
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03582690
IRS990/OtherSalariesAndWagesGrp/TotalAmt03980895
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0262402
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt052400
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt065184
IRS990/PayrollTaxesGrp/ProgramServicesAmt0265468
IRS990/PayrollTaxesGrp/TotalAmt0330652
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03776
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt019024
IRS990/PensionPlanContributionsGrp/TotalAmt022800
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01422857
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01451208
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024733
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt070619
IRS990/PrincipalOfficerNm0MELISSA MUNCY
IRS990/PriorPeriodAdjustmentsAmt0113094
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/Desc0NURSING HOME REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1ASSISTED LIVING
IRS990/ProgramServiceRevenueGrp/Desc2INDEPENDENT LIVING
IRS990/ProgramServiceRevenueGrp/Desc3RETIREMENT VILLAGE SER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04969607
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11630953
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2762666
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3388565
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04969607
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11630953
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2762666
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3388565
IRS990/ProgSrvcAccomActy2Grp/Desc0ELIZABETH FLETCHER HOUSE PROVIDING 17,686 DAYS OF ASSISTED LIVING SERVICE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01284682
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01630953
IRS990/ProgSrvcAccomActy3Grp/Desc0OPERATION AND MAINTENANCE OF THE RETIREMENT VILLAGE
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0970549
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01151231
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt098596
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-138095
IRS990/PYOtherExpensesAmt03809947
IRS990/PYOtherRevenueAmt04182
IRS990/PYProgramServiceRevenueAmt07632474
IRS990/PYRevenuesLessExpensesAmt0-758386
IRS990/PYSalariesCompEmpBnftPaidAmt04545596
IRS990/PYTotalExpensesAmt08355543
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07597157
IRS990/QuidProQuoContributionsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.5$12.1$5.40$14.1$13.4$0.71
2023Detailed filing. Detailed filing data is available for this year.$17.0$12.5$4.52$13.6$12.6$0.95
2022Detailed filing. Detailed filing data is available for this year.$15.9$12.6$3.28$11.1$11.5$0.48
2021Detailed filing. Detailed filing data is available for this year.$17.7$13.6$4.11$10.9$11.0$0.13
2020Detailed filing. Detailed filing data is available for this year.$18.2$14.1$4.16$12.1$10.9$1.22
2019Detailed filing. Detailed filing data is available for this year.$17.5$14.6$2.89$10.1$11.0$0.94
2018Detailed filing. Detailed filing data is available for this year.$18.9$14.9$3.94$9.81$12.2$2.36
2017Detailed filing. Detailed filing data is available for this year.$21.2$14.9$6.38$9.61$12.4$2.83
2016Summary only. Only limited summary data is available for this year.$23.5$14.3$9.21$9.28$9.92$0.63
2015Detailed filing. Detailed filing data is available for this year.$17.8$8.88$8.96$8.05$8.93$0.89
2014Detailed filing. Detailed filing data is available for this year.$17.3$7.53$9.78$7.60$8.36$0.76
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$6.98$10.3$6.98
2012Summary only. Only limited summary data is available for this year.$17.8$7.36$10.5$6.81$6.48$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$7.40$10.2$6.15