Civic Intelligence

Asbury Inc.

990 • Fiscal year 2016 • EIN 62-0630670

Apr 01, 2015 to Mar 31, 2016 • Filed on Feb 09, 2017

910 Wilder Chapel LaneMaryville, TN 37804

(865) 982-6109

Siviq Scores

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

Liabilities / Assets

80th percentile

0.69x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

1.55x

Higher debt load relative to revenue than 79% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

27th percentile

-2.5%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

34th percentile

-1.1%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

27th percentile

-5.4%

Faster revenue growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Assets

Down

$72,075,589

Down $795,911 (-1.1%) from 2015

Net Assets

Down

$22,073,902

Down $1,431,122 (-6.1%) from 2015

Liabilities

Up

$50,001,687

Up $635,211 (+1.3%) from 2015

Revenue

Down

$32,292,456

Down $1,826,695 (-5.4%) from 2015

Expenses

Down

$33,097,276

Down $1,719,802 (-4.9%) from 2015

Net Income

Down

-$804,820

Down $106,893 (-15%) from 2015

Historical Trend

Balance Sheet Trend

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

$100M$50M$0-$50MAssets 2010: $44,569,100Liabilities 2010: $20,486,049Net Assets 2010: $24,083,0512010Assets 2011: $48,448,704Liabilities 2011: $24,244,494Net Assets 2011: $24,204,2102011Assets 2012: $59,301,690Liabilities 2012: $35,186,048Net Assets 2012: $24,115,6422012Assets 2013: $69,794,232Liabilities 2013: $45,661,713Net Assets 2013: $24,132,5192013Assets 2014: $72,662,938Liabilities 2014: $48,646,129Net Assets 2014: $24,016,8092014Assets 2015: $72,871,500Liabilities 2015: $49,366,476Net Assets 2015: $23,505,0242015Assets 2016: $72,075,589Liabilities 2016: $50,001,687Net Assets 2016: $22,073,9022016Assets 2017: $94,907,193Liabilities 2017: $74,069,568Net Assets 2017: $20,837,6252017Assets 2018: $90,743,153Liabilities 2018: $79,142,823Net Assets 2018: $11,600,3302018Assets 2019: $86,320,952Liabilities 2019: $79,905,006Net Assets 2019: $6,415,9462019Assets 2020: $86,285,045Liabilities 2020: $80,630,740Net Assets 2020: $5,654,3052020Assets 2021: $80,704,465Liabilities 2021: $76,352,491Net Assets 2021: $4,351,9742021Assets 2022: $66,660,803Liabilities 2022: $79,445,309Net Assets 2022: -$12,784,5062022Assets 2023: $17,670,573Liabilities 2023: $56,043,241Net Assets 2023: -$38,372,6682023Assets 2024: $1,205,468Liabilities 2024: $3,691,095Net Assets 2024: -$2,485,6272024

Highlighted filing

2016

Assets$72,075,589
Liabilities$50,001,687
Net Assets$22,073,902

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $27,476,9432010Revenue 2011: $30,323,334Expenses 2011: $29,950,651Net Income 2011: $372,6832011Expenses 2012: $31,606,6382012Expenses 2013: $34,159,1882013Revenue 2014: $35,067,862Expenses 2014: $35,622,457Net Income 2014: -$554,5952014Revenue 2015: $34,119,151Expenses 2015: $34,817,078Net Income 2015: -$697,9272015Revenue 2016: $32,292,456Expenses 2016: $33,097,276Net Income 2016: -$804,8202016Revenue 2017: $30,152,865Expenses 2017: $32,334,858Net Income 2017: -$2,181,9932017Revenue 2018: $31,104,689Expenses 2018: $36,702,574Net Income 2018: -$5,597,8852018Revenue 2019: $32,958,274Expenses 2019: $39,393,614Net Income 2019: -$6,435,3402019Revenue 2020: $36,429,662Expenses 2020: $42,655,446Net Income 2020: -$6,225,7842020Revenue 2021: $39,927,876Expenses 2021: $42,539,440Net Income 2021: -$2,611,5642021Revenue 2022: $30,099,366Expenses 2022: $45,732,769Net Income 2022: -$15,633,4032022Revenue 2023: $28,692,615Expenses 2023: $44,286,520Net Income 2023: -$15,593,9052023Revenue 2024: $4,663,273Expenses 2024: $0Net Income 2024: $4,663,2732024

Highlighted filing

2016

Revenue$32,292,456
Expenses$33,097,276
Net Income-$804,820
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Feb 9, 2017
Return Version
2015v3.0
Gross Receipts
$32,395,936
Mission and Program Overview

Mission

Celebrate life - every day, through every circumstance, with every person, in every way.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$44,344,321$48,353,863▲ $4,009,542
Investments Other Securities$19,285,528$14,736,685▼ $4,548,843
Cash and Non-Interest-Bearing Accounts$4,892,027$5,163,445▲ $271,418
Accounts Receivable$2,281,021$2,232,195▼ $48,826
Prepaid Expenses and Deferred Charges$1,212,834$845,248▼ $367,586
Other Notes and Loans Receivable, Net$11,673--
Total Assets$72,871,500$72,075,589▼ $795,911
Other Assets Total$844,096$744,153▼ $99,943
Liabilities
Deferred Revenue$23,827,568$25,861,434▲ $2,033,866
Mortgage Notes Payable Secured by Investment Property$21,424,453$21,430,205▲ $5,752
Accounts Payable and Accrued Expenses$4,159,754$2,786,769▼ $1,372,985
Other Liabilities$-45,299$-76,721▼ $31,422
Total Liabilities$49,366,476$50,001,687▲ $635,211
Net Assets / Fund Balance
Unrestricted Net Assets$23,378,090$21,950,130▼ $1,427,960
Temporarily Rstr Net Assets$73,543$70,381▼ $3,162
Permanently Rstr Net Assets$53,391$53,391→ $0
Total Net Assets Fund Balance$23,505,024$22,073,902▼ $1,431,122
Total Liabilities and Net Assets / Fund Balance$72,871,500$72,075,589▼ $795,911

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$40,948,219$19,663,612$60,611,831
Equipment$3,848,588$7,184,064$11,032,652
Other Land Buildings$2,485,651$1,166,092$3,651,743
Land$1,071,405-$1,071,405
Other Securities$10,878,042--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$53,391---$53,391
2014$53,391---$53,391
2013$53,391---$53,391
2012$53,391---$53,391
2011$53,391---$53,391
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nellie Ward ColeChair
Guy WilsonVice Chair
Beth StubbsDirector
Bishop Mary Virginia TaylorDirector
Bob MccollumDirector
Cole PiperDirector
David AtkinsonDirector
Eric DeatonDirector
Karen CoberDirector
Larry MartinDirector
Marsheine McclurgDirector
Marvin EichornDirector
Michael CullenDirector
Sandra DavisDirector
Rhonda TerantoVP of Financial Planning
Marjorie ShonnardVP Operations

Highest Paid Contractors

ContractorServicesLocationCompensation
Functional Pathways Of TennesseeTherapy ServicesPO BOX 720477, Atlanta, GA 30358$2,691,661
Aramark INCFood Supplies & Housekeeping Service24863 NETWORK PLACE, Chicago, IL 60673$2,450,991
The Asbury Group INCManagement, Information Technology20030 CENTURY BLVD SUITE 300, Germantown, MD 20874$2,029,037
Concord Properties INCConstruction ServicesPO BOX 4728, Maryville, TN 37802$1,705,765
Mitch Cox Construction INCConstruction Services801 SUNSET DRIVE SUITE D-1, Johnson City, TN 37604$1,227,482
Revenue and Support

Revenue Composition

Contributions and Grants
$245,849
Program Service Revenue
$31,836,773
Investment Income
$209,834
Other Revenue
$0
All Other Contributions
$245,849
Change in Net Assets
$-804,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,581,571
Salaries, Compensation, and Employee Benefits$15,515,705
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,842,965$782,258-$12,625,223
Fees for Services Other$3,662,886$241,412-$3,904,298
Depreciation Depletion$2,374,316--$2,374,316
Occupancy$873,592$1,109,955-$1,983,547
Fees for Services Management-$1,876,453-$1,876,453
Other Employee Benefits$1,808,767$37,938-$1,846,705
Payroll Taxes$878,692$55,056-$933,748
Office Expenses$551,488$206,377-$757,865
Other Expenses$675,708$177,516-$675,708
Interest-$618,555-$618,555
Insurance$559,568--$559,568
All Other Expenses$353,794$157,184-$510,978
Advertising$266,055$3,535-$269,590
Fees for Services Legal-$137,124-$137,124
Pension Plan Contributions$109,156$873-$110,029
Fees for Services Accounting-$67,466-$67,466
Travel$20,417$44,140-$64,557
Information Technology$70--$70
Total Functional Expenses$27,578,152$5,519,124$0$33,097,276
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Guy WilsonBoard MemberSee BelowNo$979,955
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Leases$12,617
Due From (due To) Other Facilities$-89,338

Bond Issues

BondIssuerIssuedIssue PricePurpose
BThe Health and Educational Facilities Board of Blount County2010-12-30$16,000,000To finance construction of 36 new units, improvements, pay bond fees
AThe Health and Educational Facilities Board of Blount County2007-05-30$13,415,000Reimburse corporation for a swap termination payment, refinance bank loan

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$16,000,000-$3,679,964$264,422
A$13,353,977-$4,295,000$234,763

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization is under a management agreement with the asbury group.

Form 990, Part VI, Section B, Line 11

The asbury, inc. 990 for the year ended 3/31/2016 was posted to the asbury boardlink intranet site for the board to review. Any comments were forwarded to jack edwards, regulatory reporting & tax manager for asbury communities, inc.

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

The organization recognizes that the potential for conflict of interest exists for decision-makers at all levels with asbury. This includes members of the governing board, administration, and all personnel in positions to make and/or influcence decisions. It is asbury's policy that any potential conflict of interest be disclosed so that appropriate actions may be taken to ensure such conflict does not inappropriately influence decisions. Any member of the board of directors being aware of any potential conflict of interest is expected to disclose this potential conflict to other board members, refrain from undue influence, and abstain from voting. Stating one's position, and/or answering questions of other members may be in order. The minutes of the meeting will reflect such disclosures and abstention.

Form 990, Part VI, Section B, Line 15

A study prepared by an outside consultant is utilized when considering salary and salary increases.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Asbury Inc
EIN
62-0630670
Phone
8659826109
Address
910 WILDER CHAPEL LANE, MARYVILLE, TN 37804

Signing Officer

Name
Marjorie Shonnard
Title
VP of Operations
Phone
8659826109
Signed
2017-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marjorie Shonnard
Formed
1956
Legal Domicile
Tn
Voting Board Members
12
Independent Board Members
11
Employees
748
Volunteers
155

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
John Norman
Phone
7049985200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other fees: program service expenses 3,662,886. Management and general expenses 241,412. Fundraising expenses 0. Total expenses 3,904,298.

FORM 990, PART XII, LINE 2C:

No change in method from prior year.

Financial Statement Notes

PART V, LINE 4:

BENEVOLENT CARE.

PART X, LINE 2:

Asbury, inc. Is a not-for-profit organization as described under section 501(c)(3) of the internal revenue code (the "code") and is exempt from federal income taxes. The income tax return for asbury, inc. Is subject to review and examination by federal and state authorities. Asbury, inc. Is not aware of any activities that would jeopardize their tax-exempt status. The organization has adopted guidance in the income tax standard regarding the recognition and measurement of uncertain tax positions. The implementation has had no impact on the organization's financial statements.

Raw XML AppendixShowing 400 of 733 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/Desc0ASBURY, INC PROVIDES A REGIONAL NETWORK OF CONTINUING CARE RETIREMENT COMMUNITIES THAT MINISTER TO THE SPIRITUAL AND PHYSICAL NEEDS OF ITS RESIDENTS, PROVIDE A SAFE, CLEAN, AND COMFORTABLE ENVIRONTMENT, AND TREAT SENIORS WITH RESPECT AND DIGNITY. OVER 1,000 CLIENTS SERVED DURING THE YEAR. ASBURY INC CONTRIBUTES TIME, SPACE AND MANPOWER BACK TO THE GREATER COMMUNITY IN WHICH ITS CONTINUING CARE RETIREMENT COMMUNITIES ARE LOCATED. ALL OF THE COMMUNITIES PROVIDE CHARITY CARE TO THOSE RESIDENTS WHOSE NEEDS EXCEED THEIR FUNDS, AND NO RESIDENT HAS EVER BEEN ASKED TO LEAVE AN ASBURY, INC. COMMUNITY BECAUSE OF DEPLETED FUNDS THROUGH NO FAULT OF THEIR OWN.SEE SCHEDULE O.HIGHLIGHTS OF THIS YEAR'S COMMUNITY BENEFIT ACCOMPLISHMENTS AT ASBURY, INC. INCLUDE THE FOLLOWING:-- ALZHEIMER'S WALK TO BENEFIT ALZHEIMER'S TN. TEAM ASBURY HAD 75 PARTICIPANTS, 19 OF WHICH WERE RESIDENTS. FUND RAISERS HOSTED THROUGHOUT THE YEAR INCLUDED A CHILI COOKOFF, SOUP LUNCHES, ETC. ASBURY PLACE IS ALSO A PREMIER SPONSOR OF THIS EVENT, AND ITS LOGO APPEARS ON THE BACK OF THE WALK T-SHIRT AND IS PROMINENTLY DISPLAYED ON THE WALK BROCHURE AND WEBSITE. WE USUALLY PLACE IN THE TOP 3 IN AMOUNT OF MONEY DONATED.-- UNITED WAY CAN FOOD DRIVE. RESIDENTS AND ASSOCIATES COLLECTED ALMOST 1,000 POUNDS OF FOOD FOR LOCAL FOOD BANKS. -- RECYCLING: OUR RESIDENTS AND ASSOCIATES RECYCLE PAPER, CARDBOARD, CANS, PLASTIC, AND BATTERIES. RESIDENTS IN ASSISTED LIVING HAVE BINS IN THEIR LAUNDRY ROOMS, APARTMENTS HAVE BINS IN EACH BUILDING, AND ASSOCIATES PARTICIPATE BY COLLECTING OFFICE PAPER AT THEIR DESKS AND DUMPING EACH WEEK IN OUR RECYCLE DUMPSTER ON SITE. ONSITE CARDBOARD, PAPER, AND ALUMINUM RECYCLING BINS.-- ASSISTED LIVING RESIDENTS REGULARLY PARTICIPATE IN MAKING CLOTHES AND COLLECTING SCHOOL SUPPLIES FOR A HAITI ORPHANAGE, LOCAL RESCUE SQUAD, CHILDREN'S HOSPITAL, AND BLOUNT MEMORIAL.-- ASBURY RESIDENTS COLLECT "BOX TOPS FOR EDUCATION" FOR THE CHILDREN AT COULTER GROVE ELEMENTARY SCHOOL.-- HEALTHCARE AND ASSISTED LIVING RESIDENTS MAKE POTTERY CROSSES FOR A MISSION TRIPS TO LATVIA AND HAITI.-- HEALTH CARE EMPLOYS TWO TEENAGE INTERNS FROM THE TN CAREER CENTER FOR TEN WEEKS, AND PROVIDES MARYVILLE COLLEGE BONNER SCHOLARS A LOCATION TO EARN COMMUNITY SERVICE HOURS AS WELL AS INTERNSHIPS FOR STUDENTS LOOKING TO PURSUE A CAREER IN HEALTHCARE OR SOCIAL SERVICES.-- ASSISTED LIVING COLLECTS DONATIONS OF CLOTHES, SHOES, ETC FOR MONTHLY TRIP TO NEW PROVIDENCE WHERE THEY HOST A RUMMAGE SALE TO RAISE MONEY FOR AREA MINISTRIES.-- ASBURY IN MISSION GROUP INVOLVED IN SUPPORTING LOCAL BATTERED WOMEN'S HOME AND VARIOUS OTHER LOCAL CHARITIES AND NON-PROFIT ORGANIZATIONS.-- ASBURY HAS "ADOPTED A MILE" OF AMERINE ROAD FOR THE KEEP BLOUNT BEAUTIFUL ORGANIZATION, PICKING UP LITTER AND HOSTING CLEAN UP DAYS WITH ASSOCIATES.-- VESPERS CONGREGATION DONATES MONEY TO HEALTH CARE CENTER RESIDENT CHRISTMAS FUND YEARLY. (FUND PROVIDES A GIFT FOR EACH RESIDENT) -- VESPERS CONGREGATION DONATES MONEY TO CAMP WESLEY WOODS SO THAT A CHILD CAN ATTEND SUMMER CAMP AT NO CHARGE.-- ASBURY SPONSORS A CHRISTMAS TREE ON THE BLOUNT COUNTY COURTHOUSE LAWN EACH YEAR; RESIDENTS MAKE ORNAMENTS AND THE ASBURY SIGN IS PROMINENTLY DISPLAYED IN FRONT.-- ASBURY HOSTS THE GIRL SCOUTS IN THE COMMUNITY FOR TRICK-OR-TREATING AT ASSISTED LIVING AND HEALTH CARE IN OCTOBER; RESIDENTS AND ASSOCIATES COLLECT CANDY THROUGHOUT THE MONTH OF OCTOBER.-- ASBURY ORGANIZES EARLY VOTING ON CAMPUS FOR RESIDENTS IN ASSISTED LIVING AND HEALTH CARE.-- WE HAVE TWO RESIDENTS THAT ARE STORYTELLERS THAT REGULARLY "PERFORM" AT MARYVILLE COLLEGE AND OTHER VENUES IN THE AREA.-- SEVERAL RL RESIDENTS REGULARLY VOLUNTEER AT BLOUNT MEMORIAL HOSPITAL, MEALS ON WHEELS, IN OUR OWN HEALTH CARE CENTER.-- WE HAVE APPROXIMATELY 13 VOLUNTEERS THAT "WORK" ON OUR CAMPUS-- ASBURY HOSTED TWO AARP DRIVER SAFETY TRAINING CLASSES FOR RESIDENTS AS WELL AS SENIORS FROM OUR COMMUNITY; BOTH CLASSES HAD 15 STUDENTS.-- RESIDENTS AND STAFF AT BAYSMONT HAVE COLLECTED APPROXIMATELY 1,00
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IRS990/EmploymentTaxReturnsFiledInd01
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IRS990/EscrowAccountInd00
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IRS990/FeesForServicesLegalGrp/TotalAmt0137124
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt01876453
IRS990/FeesForServicesManagementGrp/TotalAmt01876453
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0241412
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IRS990/Form990PartVIISectionAGrp/PersonNm2BOB MCCOLLUM
IRS990/Form990PartVIISectionAGrp/PersonNm3BETH STUBBS
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID ATKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm5SANDRA DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm6ERIC DEATON
IRS990/Form990PartVIISectionAGrp/PersonNm7MARVIN EICHORN
IRS990/Form990PartVIISectionAGrp/PersonNm8LARRY MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm9MARSHEINE MCCLURG
IRS990/Form990PartVIISectionAGrp/PersonNm10COLE PIPER
IRS990/Form990PartVIISectionAGrp/PersonNm11KAREN COBER
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHAEL CULLEN
IRS990/Form990PartVIISectionAGrp/PersonNm13BISHOP MARY VIRGINIA TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm14MARJORIE SHONNARD
IRS990/Form990PartVIISectionAGrp/PersonNm15RHONDA TERANTO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP OF FINANCIAL PLANNING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-100695
IRS990/GainOrLossGrp/SecuritiesAmt0-2785
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt032395936
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt0313314
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt0313314
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt070
IRS990/InformationTechnologyGrp/TotalAmt070
IRS990/InsuranceGrp/ProgramServicesAmt0559568
IRS990/InsuranceGrp/TotalAmt0559568
IRS990/InterestGrp/ManagementAndGeneralAmt0618555
IRS990/InterestGrp/TotalAmt0618555
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt014736685
IRS990/InvestTaxExemptBondsInd00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt044344321
IRS990/LandBldgEquipBasisNetGrp/EOYAmt048353863
IRS990/LandBldgEquipCostOrOtherBssAmt076367631
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02785
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SENIOR COMMUNITIES THAT OFFER FREEDOM AND SECURITY WITH COMPASSION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt021424453
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt021430205
IRS990/NetAssetsOrFundBalancesBOYAmt023505024
IRS990/NetAssetsOrFundBalancesEOYAmt022073902
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-103480
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-103480
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-626302
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01109955
IRS990/OccupancyGrp/ProgramServicesAmt0873592
IRS990/OccupancyGrp/TotalAmt01983547
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0206377
IRS990/OfficeExpensesGrp/ProgramServicesAmt0551488
IRS990/OfficeExpensesGrp/TotalAmt0757865
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0844096
IRS990/OtherAssetsTotalGrp/EOYAmt0744153
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt037938
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01808767
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01846705
IRS990/OtherExpensesGrp/Desc0MEDICAL SUPPLIES AND PH
IRS990/OtherExpensesGrp/Desc1FOOD
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03282
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1177516
IRS990/OtherExpensesGrp/ProgramServicesAmt01641749
IRS990/OtherExpensesGrp/ProgramServicesAmt11323617
IRS990/OtherExpensesGrp/ProgramServicesAmt2635312
IRS990/OtherExpensesGrp/ProgramServicesAmt3675708
IRS990/OtherExpensesGrp/TotalAmt01645031
IRS990/OtherExpensesGrp/TotalAmt11323617
IRS990/OtherExpensesGrp/TotalAmt2812828
IRS990/OtherExpensesGrp/TotalAmt3675708
IRS990/OtherLiabilitiesGrp/BOYAmt0-45299
IRS990/OtherLiabilitiesGrp/EOYAmt0-76721
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0782258
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011842965
IRS990/OtherSalariesAndWagesGrp/TotalAmt012625223
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt011673
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt055056
IRS990/PayrollTaxesGrp/ProgramServicesAmt0878692
IRS990/PayrollTaxesGrp/TotalAmt0933748
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0873
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0109156
IRS990/PensionPlanContributionsGrp/TotalAmt0110029
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt053391
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt053391
IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0845248
IRS990/PrincipalOfficerNm0MARJORIE SHONNARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT REVENUE
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt030843641
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt038571
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01755211
IRS990/PYOtherExpensesAmt019141965
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt032325369
IRS990/PYRevenuesLessExpensesAmt0-697927
IRS990/PYSalariesCompEmpBnftPaidAmt015675113
IRS990/PYTotalExpensesAmt034817078
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt034119151
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-804820
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt031836773
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt020000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt023550
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt021050
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt033700
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt098300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0245849
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt042648
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0389998
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0313314
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0425197
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0304420
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0265470
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt043082
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01351483
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031836773

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$3.69$2.49$4.66$0.00$4.66
2023Detailed filing. Detailed filing data is available for this year.$17.7$56.0$38.4$28.7$44.3$15.6
2022Detailed filing. Detailed filing data is available for this year.$66.7$79.4$12.8$30.1$45.7$15.6
2021Detailed filing. Detailed filing data is available for this year.$80.7$76.4$4.35$39.9$42.5$2.61
2020Detailed filing. Detailed filing data is available for this year.$86.3$80.6$5.65$36.4$42.7$6.23
2019Detailed filing. Detailed filing data is available for this year.$86.3$79.9$6.42$33.0$39.4$6.44
2018Detailed filing. Detailed filing data is available for this year.$90.7$79.1$11.6$31.1$36.7$5.60
2017Detailed filing. Detailed filing data is available for this year.$94.9$74.1$20.8$30.2$32.3$2.18
2016Detailed filing. Detailed filing data is available for this year.$72.1$50.0$22.1$32.3$33.1$0.80
2015Detailed filing. Detailed filing data is available for this year.$72.9$49.4$23.5$34.1$34.8$0.70
2014Detailed filing. Detailed filing data is available for this year.$72.7$48.6$24.0$35.1$35.6$0.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.8$45.7$24.1$34.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.3$35.2$24.1$31.6
2011Summary only. Only limited summary data is available for this year.$48.4$24.2$24.2$30.3$30.0$0.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.6$20.5$24.1$27.5