Civic Intelligence

Limestone Senior Housing Inc.

990 • Fiscal year 2016 • EIN 63-1073021

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 21, 2017

Organization ProfileWWW.SPM.NET
1103 Richard Arrington Jr Blvd SBirmingham, AL 35205

(205) 933-1020

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.03x

Higher debt load relative to assets than 33% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

52nd percentile

0.12x

Higher debt load relative to revenue than 52% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

23rd percentile

-4.6%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

-0.5%

Faster revenue growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,311,092

Down $62,915 (-4.6%) from 2015

Net Assets

Down

$1,276,041

Down $70,112 (-5.2%) from 2015

Liabilities

Up

$35,051

Up $7,197 (+26%) from 2015

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin14th percentile

Revenue

Down

$302,957

Down $1,388 (-0.5%) from 2015

Expenses

Up

$373,069

Up $5,681 (+1.5%) from 2015

Net Income

Down

-$70,112

Down $7,069 (-11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,634,994Liabilities 2011: $41,730Net Assets 2011: $1,593,2642011Assets 2012: $1,569,715Liabilities 2012: $32,607Net Assets 2012: $1,537,1082012Assets 2013: $1,505,752Liabilities 2013: $16,411Net Assets 2013: $1,489,3412013Assets 2014: $1,432,233Liabilities 2014: $23,037Net Assets 2014: $1,409,1962014Assets 2015: $1,374,007Liabilities 2015: $27,854Net Assets 2015: $1,346,1532015Assets 2016: $1,311,092Liabilities 2016: $35,051Net Assets 2016: $1,276,0412016Assets 2017: $1,256,436Liabilities 2017: $37,514Net Assets 2017: $1,218,9222017Assets 2018: $1,180,510Liabilities 2018: $36,813Net Assets 2018: $1,143,6972018Assets 2019: $1,118,471Liabilities 2019: $37,691Net Assets 2019: $1,080,7802019Assets 2020: $1,065,580Liabilities 2020: $30,759Net Assets 2020: $1,034,8212020Assets 2021: $1,034,306Liabilities 2021: $33,116Net Assets 2021: $1,001,1902021Assets 2022: $958,112Liabilities 2022: $29,259Net Assets 2022: $928,8532022Assets 2023: $894,434Liabilities 2023: $34,690Net Assets 2023: $859,7442023Assets 2024: $854,273Liabilities 2024: $35,092Net Assets 2024: $819,1812024Assets 2025: $851,321Liabilities 2025: $60,767Net Assets 2025: $790,5542025

Highlighted filing

2016

Assets$1,311,092
Liabilities$35,051
Net Assets$1,276,041
Open 2016 Filing

Operations Trend

Revenue Growth40th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $261,433Expenses 2011: $325,691Net Income 2011: -$64,2582011Revenue 2012: $277,673Expenses 2012: $333,829Net Income 2012: -$56,1562012Revenue 2013: $313,735Expenses 2013: $361,502Net Income 2013: -$47,7672013Revenue 2014: $297,330Expenses 2014: $377,475Net Income 2014: -$80,1452014Revenue 2015: $304,345Expenses 2015: $367,388Net Income 2015: -$63,0432015Revenue 2016: $302,957Expenses 2016: $373,069Net Income 2016: -$70,1122016Revenue 2017: $302,995Expenses 2017: $360,114Net Income 2017: -$57,1192017Revenue 2018: $306,427Expenses 2018: $381,652Net Income 2018: -$75,2252018Revenue 2019: $313,543Expenses 2019: $376,460Net Income 2019: -$62,9172019Revenue 2020: $358,862Expenses 2020: $404,821Net Income 2020: -$45,9592020Revenue 2021: $375,194Expenses 2021: $408,825Net Income 2021: -$33,6312021Revenue 2022: $382,724Expenses 2022: $455,061Net Income 2022: -$72,3372022Revenue 2023: $397,452Expenses 2023: $466,561Net Income 2023: -$69,1092023Revenue 2024: $435,372Expenses 2024: $475,935Net Income 2024: -$40,5632024Revenue 2025: $482,569Expenses 2025: $511,196Net Income 2025: -$28,6272025

Highlighted filing

2016

Revenue$302,957
Expenses$373,069
Net Income-$70,112
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 21, 2017
Return Version
2015v3.0
Gross Receipts
$302,957
Mission and Program Overview

Mission

Provide low income housing to elderly & disabled

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,191,916$1,140,872▼ $51,044
Prepaid Expenses and Deferred Charges$7,111$7,037▼ $74
Cash and Non-Interest-Bearing Accounts$10,366$2,869▼ $7,497
Total Assets$1,374,007$1,311,092▼ $62,915
Other Assets Total$164,614$160,314▼ $4,300
Liabilities
Accounts Payable and Accrued Expenses$10,228$19,815▲ $9,587
Other Liabilities$17,626$15,236▼ $2,390
Total Liabilities$27,854$35,051▲ $7,197
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,346,400$2,346,400→ $0
Unrestricted Net Assets$-1,000,247$-1,070,359▼ $70,112
Total Net Assets Fund Balance$1,346,153$1,276,041▼ $70,112
Total Liabilities and Net Assets / Fund Balance$1,374,007$1,311,092▼ $62,915

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,029,872$1,407,119-
Land$111,000--
Other Assets Org$5,040--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Betty Ruth OliverPresident
Helen CarterVice-president
Bill LatimerBoard Member
Brian HoltBoard Member
Dean MorganBoard Member
Dr Gary FisherBoard Member
Emily SandlinBoard Member
Paula AdamsBoard Member
Ronnie MarksBoard Member
Mark BelcherSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$113,070
Program Service Revenue
$184,828
Investment Income
$63
Other Revenue
$4,996
Change in Net Assets
$-70,112

Audited Revenue Reconciliation

Revenue per Audited Statements
$302,957
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$302,957
Total Revenue per Form 990
$302,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$296,148
Salaries, Compensation, and Employee Benefits$76,921
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$68,182--$68,182
Other Salaries and Wages$66,838--$66,838
Depreciation Depletion$66,256--$66,256
Office Expenses$45,793--$45,793
Fees for Services Management-$29,187-$29,187
Fees for Services Other$18,388--$18,388
Fees for Services Accounting$2,640$6,970-$9,610
Insurance$6,653--$6,653
Payroll Taxes$5,321--$5,321
Other Employee Benefits$4,762--$4,762
Conferences and Meetings-$2,160-$2,160
Advertising$1,673--$1,673
Other Expenses$100--$100
Fees for Services Legal$7--$7
Total Functional Expenses$334,752$38,317$0$373,069

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$373,069
Total Expenses per Audited Statements$373,069
Total Expenses per Form 990$373,069
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
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
Tenant Security Deposits$15,236
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 2

“The following board members were all formerly employed by baptist health system, inc.: mark belcher, brian holt and gary fisher.”

Form 990, Part VI, Section A, Line 3

“Management duties have been delegated to spm property management, llc”

Form 990, Part VI, Section A, Line 8B

“This question is not applicable.”

Form 990, Part VI, Section B, Line 11

“The final form 990 (including required schedules) as ultimately filed with the irs, was provided to each voting member of the governing body of the organization, prior to its filing with the irs.”

Form 990, Part VI, Section C, Line 19

“These documents are made available upon request for the same period of disclosure as set forth in irc section 6104(d).”

Filing and Contact Details

Filer

Filer Name
Limestone Senior Housing Inc
EIN
63-1073021
Phone
2059331020
Address
1103 RICHARD ARRINGTON JR BLVD S, BIRMINGHAM, AL 35205
Doing Business As
Branch Creek Apartments

Signing Officer

Name
Betty Ruth Oliver
Title
President
Phone
2059331020
Signed
2017-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betty Ruth Oliver
Formed
1993
Legal Domicile
Al
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
216 SUMMIT BOULEVARD STE 300, BIRMINGHAM, AL 35243
Preparer
Richard J Tucker
Phone
2052780001
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The project is a not-for-profit organization and is exempt from income tax under section 501(c)(3) of the internal revenue code; however, the project is subject to income tax for certain unrelated business activities, which generate taxable income. There was no such unrelated trade or business income or taxes paid for the years ended september 30, 2016 and 2015. The project files a tax return in the united states (u.s.) federal jurisdiction. The board of directors evaluated the project's tax position and concluded that the project has not entered into any events or transactions that would disqualify its tax-exempt status or has not taken any uncertain tax positions that would cause the project to incur income taxes or penalties at the entity level. With few exceptions, the project is no longer subject to u.s. Federal tax examinations by tax authorities for years before 2012.”

Raw XML AppendixShowing 400 of 488 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/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11853
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2810
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01886
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11853
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2810
IRS990/OtherRevenueTotalAmt04996
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt066838
IRS990/OtherSalariesAndWagesGrp/TotalAmt066838
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt05321
IRS990/PayrollTaxesGrp/TotalAmt05321
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07111
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07037
IRS990/PrincipalOfficerNm0BETTY RUTH OLIVER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0184828
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0184828
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0117413
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt056
IRS990/PYOtherExpensesAmt0292721
IRS990/PYOtherRevenueAmt04361
IRS990/PYProgramServiceRevenueAmt0182515
IRS990/PYRevenuesLessExpensesAmt0-63043
IRS990/PYSalariesCompEmpBnftPaidAmt074667
IRS990/PYTotalExpensesAmt0367388
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0304345
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-70112
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0189824
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0113070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0117413
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0115619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0109302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt096774
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0552178
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt063
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt056
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0533
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0564
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0184828
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0182515
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0177811
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0186206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0178845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0910205
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0533
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0564
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01250
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00110
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt04996
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04361
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt03866
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt017694
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01490
IRS990ScheduleA/OtherIncome509Grp/TotalAmt032407
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97750
IRS990ScheduleA/PublicSupportPY509Pct00.97920
IRS990ScheduleA/PublicSupportTotal509Amt01462383
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0297898
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0299928
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0293430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0295508
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0275619
IRS990ScheduleA/Total509Grp/TotalAmt01462383
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0302957
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0304345
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0297330
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0313735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0277673
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01496040
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01029872
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01407119
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt02436991
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0373069
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0111000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0111000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt013140
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt115236
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2126898
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt35040
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INSURANCE ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESTRICTED DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3MISCELLANEOUS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015236
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0302957
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PROJECT IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; HOWEVER, THE PROJECT IS SUBJECT TO INCOME TAX FOR CERTAIN UNRELATED BUSINESS ACTIVITIES, WHICH GENERATE TAXABLE INCOME. THERE WAS NO SUCH UNRELATED TRADE OR BUSINESS INCOME OR TAXES PAID FOR THE YEARS ENDED SEPTEMBER 30, 2016 AND 2015. THE PROJECT FILES A TAX RETURN IN THE UNITED STATES (U.S.) FEDERAL JURISDICTION. THE BOARD OF DIRECTORS EVALUATED THE PROJECT'S TAX POSITION AND CONCLUDED THAT THE PROJECT HAS NOT ENTERED INTO ANY EVENTS OR TRANSACTIONS THAT WOULD DISQUALIFY ITS TAX-EXEMPT STATUS OR HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT WOULD CAUSE THE PROJECT TO INCUR INCOME TAXES OR PENALTIES AT THE ENTITY LEVEL. WITH FEW EXCEPTIONS, THE PROJECT IS NO LONGER SUBJECT TO U.S. FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01140872
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0160314
IRS990ScheduleD/TotalExpensesPerForm990Amt0373069
IRS990ScheduleD/TotalLiabilityAmt015236
IRS990ScheduleD/TotalRevenuePerForm990Amt0302957
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0302957
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0373069
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING BOARD MEMBERS WERE ALL FORMERLY EMPLOYED BY BAPTIST HEALTH SYSTEM, INC.: MARK BELCHER, BRIAN HOLT AND GARY FISHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT DUTIES HAVE BEEN DELEGATED TO SPM PROPERTY MANAGEMENT, LLC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS QUESTION IS NOT APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES) AS ULTIMATELY FILED WITH THE IRS, WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF THE ORGANIZATION, PRIOR TO ITS FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PROPERTY MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SPM PROPERTY MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01103 RICHARD ARRINGTON JR BLVD SOUT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd035205
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,311,092
Liabilities
$35,051
Net assets
$1,276,041
Revenue
$302,957
Expenses
$373,069
Net income
-$70,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.85$0.06$0.79$0.48$0.51$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.04$0.82$0.44$0.48$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.03$0.86$0.40$0.47$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.03$0.93$0.38$0.46$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.03$1.00$0.38$0.41$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.03$1.03$0.36$0.40$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.04$1.08$0.31$0.38$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.04$1.14$0.31$0.38$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.04$1.22$0.30$0.36$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.04$1.28$0.30$0.37$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.37$0.03$1.35$0.30$0.37$0.06
2014Summary only. Only limited summary data is available for this year.$1.43$0.02$1.41$0.30$0.38$0.08
2013Summary only. Only limited summary data is available for this year.$1.51$0.02$1.49$0.31$0.36$0.05
2012Summary only. Only limited summary data is available for this year.$1.57$0.03$1.54$0.28$0.33$0.06
2011Summary only. Only limited summary data is available for this year.$1.63$0.04$1.59$0.26$0.33$0.06