Civic Intelligence

Methodist Home for the Aging

990 • Fiscal year 2016 • EIN 63-1194446

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 25, 2017

Organization ProfileN/A
1520 Cooper Hill RdBirmingham, AL 35210

(205) 951-2442

Siviq Scores

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

Liabilities / Assets

75th percentile

0.41x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

96th percentile

7.63x

Higher debt load relative to revenue than 96% of similar nonprofits.

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

Net Margin

18th percentile

-15%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

91st percentile

$225,768

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 202.6% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

$2,059,890

No earlier filing loaded for comparison.

Net Assets

$1,209,901

No earlier filing loaded for comparison.

Liabilities

$849,989

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin18th percentile

Revenue

$111,460

No earlier filing loaded for comparison.

Expenses

$128,160

No earlier filing loaded for comparison.

Net Income

-$16,700

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2016: $2,059,890Liabilities 2016: $849,989Net Assets 2016: $1,209,9012016Assets 2017: $2,047,768Liabilities 2017: $922,062Net Assets 2017: $1,125,7062017Assets 2018: $1,969,273Liabilities 2018: $927,638Net Assets 2018: $1,041,6352018Assets 2019: $1,869,721Liabilities 2019: $924,360Net Assets 2019: $945,3612019Assets 2020: $1,764,872Liabilities 2020: $902,398Net Assets 2020: $862,4742020Assets 2021: $1,687,476Liabilities 2021: $897,841Net Assets 2021: $789,6352021Assets 2022: $1,617,955Liabilities 2022: $888,435Net Assets 2022: $729,5202022Assets 2023: $1,531,711Liabilities 2023: $873,309Net Assets 2023: $658,4022023Assets 2024: $1,486,718Liabilities 2024: $887,139Net Assets 2024: $599,5792024

Highlighted filing

2016

Assets$2,059,890
Liabilities$849,989
Net Assets$1,209,901
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2016: $111,460Expenses 2016: $128,160Net Income 2016: -$16,7002016Revenue 2017: $228,267Expenses 2017: $304,441Net Income 2017: -$76,1742017Revenue 2018: $221,354Expenses 2018: $305,425Net Income 2018: -$84,0712018Revenue 2019: $223,309Expenses 2019: $319,583Net Income 2019: -$96,2742019Revenue 2020: $237,250Expenses 2020: $320,137Net Income 2020: -$82,8872020Revenue 2021: $239,546Expenses 2021: $312,385Net Income 2021: -$72,8392021Revenue 2022: $260,253Expenses 2022: $320,368Net Income 2022: -$60,1152022Revenue 2023: $247,808Expenses 2023: $318,926Net Income 2023: -$71,1182023Revenue 2024: $245,272Expenses 2024: $304,097Net Income 2024: -$58,8252024

Highlighted filing

2016

Revenue$111,460
Expenses$128,160
Net Income-$16,700
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 25, 2017
Return Version
2015v3.0
Gross Receipts
$111,460
Mission and Program Overview

Mission

To provide affordable housing to the elderly and handicapped

To provide affordable housing to low income elderly and handicap

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$1,732,288-
Prepaid Expenses and Deferred Charges-$23,397-
Accounts Receivable-$10,780-
Cash and Non-Interest-Bearing Accounts-$7,534-
Intangible Assets-$530-
Total Assets$0$2,059,890▲ $2,059,890
Other Assets Total-$285,361-
Liabilities
Mortgage Notes Payable Secured by Investment Property-$680,491-
Accounts Payable and Accrued Expenses-$160,942-
Other Liabilities-$8,556-
Total Liabilities$0$849,989▲ $849,989
Net Assets / Fund Balance
Unrestricted Net Assets-$1,209,901-
Total Net Assets Fund Balance$0$1,209,901▲ $1,209,901
Total Liabilities and Net Assets / Fund Balance$0$2,059,890▲ $2,059,890

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,467,225$972,452$2,439,677
Land$172,187-$172,187
Other Assets Org$5,509--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleOtherTotal
Mike GilesTrustee/mha-$225,768$225,768

Board Members and Trustees

NameTitle
Sam KirklandVice Chair
Betty SalterTrustee
Bob WoodardTrustee
Henry RobertsTrustee
Herb SadlerTrustee
Kerry EatonTrustee
Stephan McclellanTrustee
Susan DavisTrustee
Mike GilesTrustee/mha-COO
Christopher TomlinCEO - Mha
W Bruce AkinsCFO - Mha
Terrye TakacsSecretary
Harry StumpTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$111,310
Investment Income
$150
Other Revenue
$0
Change in Net Assets
$-16,700
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$112,288
Salaries, Compensation, and Employee Benefits$15,872
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$29,621--$29,621
Other Salaries and Wages$14,967--$14,967
Interest$14,496--$14,496
Fees for Services Management-$14,381-$14,381
Insurance$13,401--$13,401
All Other Expenses$10,835--$10,835
Fees for Services Accounting$5,110--$5,110
Other Expenses$2,369--$2,369
Office Expenses$1,883--$1,883
Fees for Services Legal$979--$979
Payroll Taxes$835--$835
Advertising$99--$99
Other Employee Benefits$70--$70
Total Functional Expenses$113,779$14,381$0$128,160
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 Deposits Held in Trust$8,386
Tenant Deposits Accrued Interest$170
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 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, Page 6, Part VI, Line 3

“Wesley scott place has a management contract with methodist home for the aging (the sponsor and controlling entity).”

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed by the methodist home for the aging executive staff and wesley scott place officers.”

Form 990, Page 6, Part VI, Line 12C

“All interested persons must sign an annual conflict of interest statement. A conflict of interest committee was appointed by the methodist home for the aging board to monitor and enforce conflict of interest issues.”

Form 990, Page 6, Part VI, Line 15A

“See below - wesley scott place officers are not compensated.”

Form 990, Page 6, Part VI, Line 15B

“The finance committe of the board of methodist home for the aging shall set the compensation for the executive staff. The executive staff shall recommend compensation for the key employees and staff at all the facilities. The recommendations are reviewed, approved or modified by the finance committee.”

Form 990, Page 6, Part VI, Line 19

“By appointment, inspection can be made at 1520 cooper hill rd, birmingham, al 35210.”

Filing and Contact Details

Filer

Filer Name
Wesley Scott Place
EIN
63-1194446
Phone
2059512442
Address
1520 COOPER HILL RD, BIRMINGHAM, AL 35210

Signing Officer

Name
W Bruce Akins
Title
CFO - Mha
Phone
2059512442
Signed
2017-01-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Tomlin
Formed
1998
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
1

Preparer

Firm
Cooke Cameron Travis & Company Pc
Address
2109 DEVEREUX CIR, BIRMINGHAM, AL 35243
Preparer
Michael W Cooke
Phone
2059670101
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Equity contributed by sponsor 1,226,601 total 1,226,601”

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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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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt315716
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt49314
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt55509
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0WSP-MONEY MARKET ACCT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CASH RESERVE FOR REPLACEMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2CASH OPERATING RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3CASH TAX AND INS ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5WSP A METHODIST HOME ACCT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08386
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1170
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT DEPOSITS ACCRUED INTEREST
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01639412
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0285361
IRS990ScheduleD/TotalLiabilityAmt08556
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0225768
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MIKE GILES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE/MHA-COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0225768
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0MIKE GILES 0 18,000 0
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PAGE 1, PART I, LINE 4
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WESLEY SCOTT PLACE HAS A MANAGEMENT CONTRACT WITH METHODIST HOME FOR THE AGING (THE SPONSOR AND CONTROLLING ENTITY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE METHODIST HOME FOR THE AGING EXECUTIVE STAFF AND WESLEY SCOTT PLACE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL INTERESTED PERSONS MUST SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. A CONFLICT OF INTEREST COMMITTEE WAS APPOINTED BY THE METHODIST HOME FOR THE AGING BOARD TO MONITOR AND ENFORCE CONFLICT OF INTEREST ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SEE BELOW - WESLEY SCOTT PLACE OFFICERS ARE NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FINANCE COMMITTE OF THE BOARD OF METHODIST HOME FOR THE AGING SHALL SET THE COMPENSATION FOR THE EXECUTIVE STAFF. THE EXECUTIVE STAFF SHALL RECOMMEND COMPENSATION FOR THE KEY EMPLOYEES AND STAFF AT ALL THE FACILITIES. THE RECOMMENDATIONS ARE REVIEWED, APPROVED OR MODIFIED BY THE FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BY APPOINTMENT, INSPECTION CAN BE MADE AT 1520 COOPER HILL RD, BIRMINGHAM, AL 35210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EQUITY CONTRIBUTED BY SPONSOR 1,226,601 TOTAL 1,226,601
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0YES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630376518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LT CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035210
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt014381
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt02059890
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt02059890
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014381
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0113779
IRS990/TotalFunctionalExpensesGrp/TotalAmt0128160
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0849989
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0849989
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01209901
IRS990/TotalProgramServiceExpensesAmt0113779
IRS990/TotalProgramServiceRevenueAmt0111310
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0111460
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0111460
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02059890
IRS990/TotReportableCompRltdOrgAmt0225768
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01209901
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035210
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,059,890
Liabilities
$849,989
Net assets
$1,209,901
Revenue
$111,460
Expenses
$128,160
Net income
-$16,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.89$0.60$0.25$0.30$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.87$0.66$0.25$0.32$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.89$0.73$0.26$0.32$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.90$0.79$0.24$0.31$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.90$0.86$0.24$0.32$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.92$0.95$0.22$0.32$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.93$1.04$0.22$0.31$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.05$0.92$1.13$0.23$0.30$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.85$1.21$0.11$0.13$0.02