Civic Intelligence

Uplands Village

990 • Fiscal year 2022 • EIN 62-0479194

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 31, 2023

Organization ProfileUPLANDSVILLAGE.COM

View Organization Page

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

87th percentile

0.79x

Higher debt load relative to assets than 87% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

1.14x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

22nd percentile

-4.3%

Higher net margin than 22% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

19th percentile

-10%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

45th percentile

1.4%

Faster revenue growth than 45% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$15,899,140

Down $1,803,122 (-10%) from 2021

Net Assets

Down

$3,282,186

Down $831,929 (-20%) from 2021

Liabilities

Down

$12,616,954

Down $971,193 (-7.1%) from 2021

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin22nd percentile

Revenue

Up

$11,050,132

Up $157,456 (+1.4%) from 2021

Expenses

Up

$11,530,134

Up $508,367 (+4.6%) from 2021

Net Income

Down

-$480,002

Down $350,911 (-272%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2022

Assets$15,899,140
Liabilities$12,616,954
Net Assets$3,282,186
Open 2022 Filing

Operations Trend

Revenue Growth45th percentile

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

2022

Revenue$11,050,132
Expenses$11,530,134
Net Income-$480,002
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 31, 2023
Return Version
2021v4.2
Gross Receipts
$11,969,312
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.

The mission of uplands village is to provide an affordable and intellectually stimulating continuing care retirement community that is committed to delivering superior care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,048,665$11,119,317▼ $929,348
Investments in Publicly Traded Securities$2,020,116$1,730,373▼ $289,743
Cash and Non-Interest-Bearing Accounts$1,816,798$1,222,905▼ $593,893
Accounts Receivable$929,566$954,858▲ $25,292
Prepaid Expenses and Deferred Charges$95,775$181,010▲ $85,235
Savings and Temporary Cash Investments$205,252$84,073▼ $121,179
Inventories for Sale or Use$43,937$35,334▼ $8,603
Other Notes and Loans Receivable, Net$31,877$31,877→ $0
Total Assets$17,702,262$15,899,140▼ $1,803,122
Other Assets Total$510,276$539,393▲ $29,117
Liabilities
Mortgage Notes Payable Secured by Investment Property$12,230,248$11,869,550▼ $360,698
Accounts Payable and Accrued Expenses$765,117$672,172▼ $92,945
Unsecured Notes Loans Payable$140,460$55,887▼ $84,573
Other Liabilities$446,556$17,525▼ $429,031
Escrow Account Liability$5,766$1,820▼ $3,946
Total Liabilities$13,588,147$12,616,954▼ $971,193
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,866,333$2,240,421▼ $625,912
Net Assets With Donor Restrictions$1,247,782$1,041,765▼ $206,017
Total Net Assets Fund Balance$4,114,115$3,282,186▼ $831,929
Total Liabilities and Net Assets / Fund Balance$17,702,262$15,899,140▼ $1,803,122

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,248,490$10,880,426$20,128,916
Equipment$1,083,530$3,265,871$4,349,401
Other Land Buildings$445,722$1,023,218$1,468,940
Land$341,575-$341,575

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,195,720-▼ $151,094$49,911$994,715
2020$1,055,918$700▲ $155,169$16,067$1,195,720
2019$1,750,806-▲ $69,292$764,180$1,055,918
2018$2,140,939$14,445▲ $30,284$434,862$1,750,806
2017$2,484,423$14,814▲ $77,203$435,501$2,140,939
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Rev Dr Marc OverlockChair
Ms Holly HansonVice Chair
George Chitiyo PhdDirector
Mr Derrick ClemowDirector
Mr Tom MitchellDirector
Mrs Barbara EverettDirector
Ms Barbara SmithDirector
Ms Sue PeeplesDirector
Mr Mike GotcherSecretary
Rev K Ray HillTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Functional PathwaysTherapy Services10133 SHERRIL BLVD SUITE 200, Knoxville, TN 37392$709,852
United Church Homes ManagementManagement Services170 EAST CENTER STREET, Marion, OH 43301$695,296
Gordon Food ServiceFood ServicePO BOX 1787, Grand Rapids, MI 49501$348,564
OmnicarePharmaceuticalPO BOX 78000, Detroit, MI 48278$256,160
Revenue and Support

Revenue Composition

Contributions and Grants
$659,517
Program Service Revenue
$10,266,242
Investment Income
$57,492
Other Revenue
$66,881
All Other Contributions
$377,449
Change in Net Assets
$-480,002

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,050,132
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-351,927
Total Revenue per Audited Statements
$10,698,205
Total Revenue per Form 990
$11,050,132
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,941,908
Other Expenses$5,579,426
Grants and Similar Amounts Paid$8,800
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,866,690$1,254,252-$5,120,942
Depreciation Depletion$693,545$220,322-$913,867
Occupancy$43,874$573,820-$617,694
Interest$358,283$113,818-$472,101
Other Employee Benefits$333,035$103,670-$436,705
Fees for Services Other$29,407$384,616-$414,023
Fees for Services Management-$398,209-$398,209
Payroll Taxes$286,855$93,048-$379,903
Insurance$286,537$91,025-$377,562
Other Expenses$87,232$272,283-$359,515
Information Technology$10,937$143,046-$153,983
Advertising$8,616$112,694-$121,310
All Other Expenses$3,859$50,463-$54,322
Travel$3,441$45,006-$48,447
Fees for Services Accounting$3,209$41,961-$45,170
Fees for Services Legal$2,548$33,323-$35,871
Office Expenses$1,483$19,394-$20,877
Grants to Domestic Individuals$8,800--$8,800
Conferences and Meetings$427$5,584-$6,011
Pension Plan Contributions-$4,358-$4,358
Total Functional Expenses$7,494,611$4,035,523$0$11,530,134

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,530,134
Total Expenses per Audited Statements$11,530,134
Total Expenses per Form 990$11,530,134
Expenses Not Reported on Financial Statements$0
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
Fundraising Gross Income$14,838
Fundraising Direct Expenses$0
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
Deposits and Credits$17,525
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The management company of united church homes management provides the nursing home administrator, controller and executive director.”

Form 990, Part VI, Section B, Line 11B

“The return is reviewed by the director of finance and the excecutive director. The 990 is distributed to the board members.”

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

“All business decisions are reviewed by the executive director, controller and staff. Large and non-routine items are also reviewed by the executive committee.”

Form 990, Part VI, Section B, Line 15

“The nursing home administrator, controller and executive director are provided by the management company. The executive and human resource committee conduct performance review and make salary recommendations. These are then approved by the executive director after performance reviews. The amounts are established in the budgeting process and the finance committee approves these details along with the board approved final budget. This approval process occurs in the spring board meeting.”

Form 990, Part VI, Section C, Line 18

“All documents are available upon request”

Form 990, Part VI, Section C, Line 19

“All documents are 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
Herschel Murner
Title
Executive Director
Phone
9312773518
Signed
2023-03-31

Organization Details

Principal Officer
Herschel Murner
Formed
1922
Legal Domicile
Tn
Voting Board Members
10
Independent Board Members
10
Employees
203
Volunteers
90

Preparer

Firm
Johnson Hickey & Murchison Pc
Address
2215 OLAN MILLS DRIVE, CHATTANOOGA, TN 37421
Preparer
Tina M Howard
Phone
4237560052
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“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 with the financial statements. Uplands may recognize the tax benefit from an uncertain tax position if it is more likely than not that the tax position will be sustained on examination be the taxing authorities, based on the technical merits of the position. Uplands does not have any uncertain tax positions of of june 30, 2022 and 2021. As of june 30, 2022 and 2021, uplands did not record any penalties or interest associated with uncertain tax positions. Uplands form 990's, return of organization exempt from income tax, for the years 2019 and beyond remain subject to examination by the irs, generally for three years after they were filed.”

Raw XML AppendixShowing 400 of 584 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/BOYAmt0765117
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0672172
IRS990/AccountsReceivableGrp/BOYAmt0929566
IRS990/AccountsReceivableGrp/EOYAmt0954858
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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0112694
IRS990/AdvertisingGrp/ProgramServicesAmt08616
IRS990/AdvertisingGrp/TotalAmt0121310
IRS990/AllOtherContributionsAmt0377449
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt050463
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03859
IRS990/AllOtherExpensesGrp/TotalAmt054322
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum09312773518
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 168
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLEASANT HILL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0385780168
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01816798
IRS990/CashNonInterestBearingGrp/EOYAmt01222905
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt05584
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0427
IRS990/ConferencesMeetingsGrp/TotalAmt06011
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0709852
IRS990/ContractorCompensationGrp/CompensationAmt1695296
IRS990/ContractorCompensationGrp/CompensationAmt2348564
IRS990/ContractorCompensationGrp/CompensationAmt3256160
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt010133 SHERRIL BLVD SUITE 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1170 EAST CENTER STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 1787
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3PO BOX 78000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0KNOXVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1MARION
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2GRAND RAPIDS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3DETROIT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0TN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd037392
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd143301
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd249501
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd348278
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0FUNCTIONAL PATHWAYS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1UNITED CHURCH HOMES MANAGEMENT
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2GORDON FOOD SERVICE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3OMNICARE
IRS990/ContractorCompensationGrp/ServicesDesc0THERAPY SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1MANAGEMENT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2FOOD SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc3PHARMACEUTICAL
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0659517
IRS990/CYGrantsAndSimilarPaidAmt08800
IRS990/CYInvestmentIncomeAmt057492
IRS990/CYOtherExpensesAmt05579426
IRS990/CYOtherRevenueAmt066881
IRS990/CYProgramServiceRevenueAmt010266242
IRS990/CYRevenuesLessExpensesAmt0-480002
IRS990/CYSalariesCompEmpBnftPaidAmt05941908
IRS990/CYTotalExpensesAmt011530134
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt011050132
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0220322
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0693545
IRS990/DepreciationDepletionGrp/TotalAmt0913867
IRS990/Desc0THE MISSION OF UPLANDS VILLAGE IS TO PROVIDE AN AFFORDABLE AND INTELLECTUALLY STIMILATING 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/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01247782
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01041765
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0203
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt05766
IRS990/EscrowAccountLiabilityGrp/EOYAmt01820
IRS990/ExpenseAmt07494611
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt041961
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03209
IRS990/FeesForServicesAccountingGrp/TotalAmt045170
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt033323
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02548
IRS990/FeesForServicesLegalGrp/TotalAmt035871
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0398209
IRS990/FeesForServicesManagementGrp/TotalAmt0398209
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0384616
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt029407
IRS990/FeesForServicesOtherGrp/TotalAmt0414023
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0GEORGE CHITIYO PHD
IRS990/Form990PartVIISectionAGrp/PersonNm1MR DERRICK CLEMOW
IRS990/Form990PartVIISectionAGrp/PersonNm2MRS BARBARA EVERETT
IRS990/Form990PartVIISectionAGrp/PersonNm3MR MIKE GOTCHER
IRS990/Form990PartVIISectionAGrp/PersonNm4MS HOLLY HANSON
IRS990/Form990PartVIISectionAGrp/PersonNm5REV K RAY HILL
IRS990/Form990PartVIISectionAGrp/PersonNm6MR TOM MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm7REV DR MARC OVERLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm8MS SUE PEEPLES
IRS990/Form990PartVIISectionAGrp/PersonNm9MS BARBARA SMITH
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/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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01922
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt014838
IRS990/GainOrLossGrp/OtherAmt0-378
IRS990/GainOrLossGrp/SecuritiesAmt033972
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt0282068
IRS990/GrantAmt08800
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt08800
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt08800
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0220661
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0732113
IRS990/GrossReceiptsAmt011969312
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0143046
IRS990/InformationTechnologyGrp/ProgramServicesAmt010937
IRS990/InformationTechnologyGrp/TotalAmt0153983
IRS990/InsuranceGrp/ManagementAndGeneralAmt091025
IRS990/InsuranceGrp/ProgramServicesAmt0286537
IRS990/InsuranceGrp/TotalAmt0377562
IRS990/InterestGrp/ManagementAndGeneralAmt0113818
IRS990/InterestGrp/ProgramServicesAmt0358283
IRS990/InterestGrp/TotalAmt0472101
IRS990/InventoriesForSaleOrUseGrp/BOYAmt043937
IRS990/InventoriesForSaleOrUseGrp/EOYAmt035334
IRS990/InvestmentIncomeGrp/ExclusionAmt023898
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023898
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02020116
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01730373
IRS990/IRPDocumentCnt029
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015169515
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012048665
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011119317
IRS990/LandBldgEquipCostOrOtherBssAmt026288832
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0221039
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0698141
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF UPLANDS IS TO PROVIDE AN AFFORDABLE AND INTELLECTUALLY STIMULATING CONTINUING CARE RETIREMENT COMMUNITY THAT IS COMMITTED TO DELIVERING SUPERIOR CARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt012230248
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt011869550
IRS990/NetAssetsOrFundBalancesBOYAmt04114115
IRS990/NetAssetsOrFundBalancesEOYAmt03282186
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt033594
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt033594
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt014838
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt014838
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-351927
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02866333
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02240421
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0573820
IRS990/OccupancyGrp/ProgramServicesAmt043874
IRS990/OccupancyGrp/TotalAmt0617694
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019394
IRS990/OfficeExpensesGrp/ProgramServicesAmt01483
IRS990/OfficeExpensesGrp/TotalAmt020877
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0510276
IRS990/OtherAssetsTotalGrp/EOYAmt0539393
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0103670
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0333035
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0436705
IRS990/OtherExpensesGrp/Desc0MEDICAL SERVICES
IRS990/OtherExpensesGrp/Desc1OTHER SUPPLIES AND EXPE
IRS990/OtherExpensesGrp/Desc2MEDICAL SUPPLES AND DRU
IRS990/OtherExpensesGrp/Desc3OTHER OPERATING EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt074631
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1272283
IRS990/OtherExpensesGrp/ProgramServicesAmt0585047
IRS990/OtherExpensesGrp/ProgramServicesAmt1459240
IRS990/OtherExpensesGrp/ProgramServicesAmt2421546
IRS990/OtherExpensesGrp/ProgramServicesAmt387232
IRS990/OtherExpensesGrp/TotalAmt0585047
IRS990/OtherExpensesGrp/TotalAmt1533871
IRS990/OtherExpensesGrp/TotalAmt2421546
IRS990/OtherExpensesGrp/TotalAmt3359515
IRS990/OtherLiabilitiesGrp/BOYAmt0446556
IRS990/OtherLiabilitiesGrp/EOYAmt017525
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt052043
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt052043
IRS990/OtherRevenueTotalAmt052043
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01254252
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03866690
IRS990/OtherSalariesAndWagesGrp/TotalAmt05120942
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt031877
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt031877
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt093048
IRS990/PayrollTaxesGrp/ProgramServicesAmt0286855
IRS990/PayrollTaxesGrp/TotalAmt0379903
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04358
IRS990/PensionPlanContributionsGrp/TotalAmt04358
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt095775
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0181010
IRS990/PrincipalOfficerNm0HERSCHEL MURNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0NET PATIENT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010266242
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010266242
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0665620
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt08000
IRS990/PYInvestmentIncomeAmt0193876
IRS990/PYOtherExpensesAmt05383592
IRS990/PYOtherRevenueAmt094505
IRS990/PYProgramServiceRevenueAmt09938675
IRS990/PYRevenuesLessExpensesAmt0-129091
IRS990/PYSalariesCompEmpBnftPaidAmt05630175
IRS990/PYTotalExpensesAmt011021767
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010892676
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-480002
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt010318285
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0205252
IRS990/SavingsAndTempCashInvstGrp/EOYAmt084073
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0659620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0665620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02280701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0214879
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0152510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03973330
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023898
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt030805
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt062691
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0145454
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0172202
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0435050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010266242
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09938675
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09441888
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010065436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09657075
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt049369316
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023898
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt030805
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt062691
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0145454
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0172202
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0435050
IRS990ScheduleA/InvestmentIncomeCYPct00.00800
IRS990ScheduleA/InvestmentIncomePYPct00.01260
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt052043
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt079195
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0306848
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt012928
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt055257
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0506271
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98270
IRS990ScheduleA/PublicSupportPY509Pct00.97790
IRS990ScheduleA/PublicSupportTotal509Amt053342646
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010925862

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,899,140
Liabilities
$12,616,954
Net assets
$3,282,186
Revenue
$11,050,132
Expenses
$11,530,134
Net income
-$480,002
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $10M-$25M nonprofits