Civic Intelligence

Lutheran Senior Citizens Inc.

990 • Fiscal year 2015 • EIN 73-1032864

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

7707 W Britton RoadOklahoma City, OK 73132

(405) 720-7200

Siviq Scores

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

Liabilities / Assets

98th percentile

1.52x

Higher debt load relative to assets than 98% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

95th percentile

5.81x

Higher debt load relative to revenue than 95% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

8th percentile

-23%

Higher net margin than 8% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

22nd percentile

$148,083

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

10th percentile

-8.1%

Faster asset growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

31st percentile

-1.7%

Faster revenue growth than 31% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Down

$31,222,142

Down $2,747,699 (-8.1%) from 2014

Net Assets

Down

-$16,181,945

Down $1,980,773 (-14%) from 2014

Liabilities

Down

$47,404,087

Down $766,926 (-1.6%) from 2014

Revenue

Down

$8,160,629

Down $142,404 (-1.7%) from 2014

Expenses

Down

$10,059,078

Down $89,080 (-0.9%) from 2014

Net Income

Down

-$1,898,449

Down $53,324 (-2.9%) from 2014

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0-$20M-$40MAssets 2010: $39,672,823Liabilities 2010: $47,527,758Net Assets 2010: -$7,854,9352010Assets 2011: $38,898,651Liabilities 2011: $47,598,829Net Assets 2011: -$8,700,1782011Assets 2012: $38,037,664Liabilities 2012: $47,531,071Net Assets 2012: -$9,493,4072012Assets 2013: $37,220,712Liabilities 2013: $49,471,602Net Assets 2013: -$12,250,8902013Assets 2014: $33,969,841Liabilities 2014: $48,171,013Net Assets 2014: -$14,201,1722014Assets 2015: $31,222,142Liabilities 2015: $47,404,087Net Assets 2015: -$16,181,9452015Assets 2016: $29,509,209Liabilities 2016: $47,732,990Net Assets 2016: -$18,223,7812016Assets 2017: $30,554,441Liabilities 2017: $49,312,551Net Assets 2017: -$18,758,1102017Assets 2018: $24,431,989Liabilities 2018: $44,604,737Net Assets 2018: -$20,172,7482018Assets 2019: $24,645,152Liabilities 2019: $45,298,042Net Assets 2019: -$20,652,8902019Assets 2020: $21,360,520Liabilities 2020: $45,115,388Net Assets 2020: -$23,754,8682020Assets 2021: $21,167,432Liabilities 2021: $45,632,642Net Assets 2021: -$24,465,2102021Assets 2022: $20,752,589Liabilities 2022: $45,809,609Net Assets 2022: -$25,057,0202022Assets 2023: $22,586,649Liabilities 2023: $45,298,842Net Assets 2023: -$22,712,1932023Assets 2024: $21,495,711Liabilities 2024: $43,246,824Net Assets 2024: -$21,751,1132024

Highlighted filing

2015

Assets$31,222,142
Liabilities$47,404,087
Net Assets-$16,181,945

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $8,603,6822010Expenses 2011: $9,014,3992011Expenses 2012: $9,375,9832012Revenue 2013: $8,561,282Expenses 2013: $9,594,019Net Income 2013: -$1,032,7372013Revenue 2014: $8,303,033Expenses 2014: $10,148,158Net Income 2014: -$1,845,1252014Revenue 2015: $8,160,629Expenses 2015: $10,059,078Net Income 2015: -$1,898,4492015Revenue 2016: $8,500,955Expenses 2016: $10,530,376Net Income 2016: -$2,029,4212016Revenue 2017: $9,684,982Expenses 2017: $10,187,583Net Income 2017: -$502,6012017Revenue 2018: $9,842,501Expenses 2018: $11,186,241Net Income 2018: -$1,343,7402018Revenue 2019: $10,158,142Expenses 2019: $10,696,940Net Income 2019: -$538,7982019Revenue 2020: $10,284,335Expenses 2020: $13,411,305Net Income 2020: -$3,126,9702020Revenue 2021: $11,372,456Expenses 2021: $12,074,869Net Income 2021: -$702,4132021Revenue 2022: $11,457,188Expenses 2022: $12,028,513Net Income 2022: -$571,3252022Revenue 2023: $15,425,217Expenses 2023: $12,994,056Net Income 2023: $2,431,1612023Revenue 2024: $13,857,795Expenses 2024: $12,915,087Net Income 2024: $942,7082024

Highlighted filing

2015

Revenue$8,160,629
Expenses$10,059,078
Net Income-$1,898,449
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$8,160,629
Mission and Program Overview

Mission

To provide the highest quality residential living environment for senior citizens, featuring personal services, independent living, assisted living, memory care and skilled nursing

To provide the highest quality residential living environment for seniors

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$24,479,576$23,744,652▼ $734,924
Investments in Publicly Traded Securities$4,323,626$3,660,533▼ $663,093
Accounts Receivable$457,950$162,657▼ $295,293
Cash and Non-Interest-Bearing Accounts$69,069$128,405▲ $59,336
Prepaid Expenses and Deferred Charges$88,764$77,903▼ $10,861
Savings and Temporary Cash Investments$745,736$69,428▼ $676,308
Inventories for Sale or Use$11,681$8,089▼ $3,592
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$33,969,843$31,222,142▼ $2,747,701
Other Assets Total$3,793,441$3,370,475▼ $422,966
Liabilities
Tax Exempt Bond Liabilities$31,579,339$31,097,310▼ $482,029
Other Liabilities$14,386,611$14,378,787▼ $7,824
Deferred Revenue$1,349,240$1,202,499▼ $146,741
Accounts Payable and Accrued Expenses$833,086$709,075▼ $124,011
Mortgage Notes Payable Secured by Investment Property$22,737$16,416▼ $6,321
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$48,171,013$47,404,087▼ $766,926
Net Assets / Fund Balance
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$-14,201,170$-16,181,945▼ $1,980,775
Total Net Assets Fund Balance$-14,201,170$-16,181,945▼ $1,980,775
Total Liabilities and Net Assets / Fund Balance$33,969,843$31,222,142▼ $2,747,701

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$21,621,886$5,961,857$27,583,743
Other Land Buildings$1,606,246$986,399$2,592,645
Equipment$470,275$1,382,349$1,852,624
Land$46,245-$46,245
Other Assets Org$47,267--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel EischenExecutive DirectorFT$139,475$8,608$148,083

Board Members and Trustees

NameTitle
John A LippertPresident
David SeamanVice President
Eloise JonesDirector
Marilyn GrohDirector
Raymond NaneyDirector
Rev Marvin HenschelDirector
Vivian StehrDirector
Robert NamkenAssistant Treasurer
Pastor Ron ChristieChaplain
Rev Harold KammanParliamentarian
Robert H KastensSecretary
Jim EndicottTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
US Foodservice INCFood ServicePO BOX 973118, Dallas, TX 75397$450,508
Rehabcare Group SrsRehab ServicePO BOX 505534, St Louis, MO 63150$124,061
Revenue and Support

Revenue Composition

Contributions and Grants
$66,839
Program Service Revenue
$7,892,878
Investment Income
$147,162
Other Revenue
$53,750
All Other Contributions
$66,839
Change in Net Assets
$-1,898,449

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Clothing and Household Goods-$21,885Sales Price
Other Non Cash Contri Table2$1,550Stated Value
Other Non Cash Contri Table3$1,300Stated Value
Other Non Cash Contri Table2$600Stated Value
Other Non Cash Contri Table3$290Stated Value
Total Noncash Contributions10$25,625-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,160,629
Revenue Not Reported on Form 990
$-101,566
Total Revenue per Audited Statements
$8,059,063
Total Revenue per Form 990
$8,160,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,859,160
Salaries, Compensation, and Employee Benefits$4,171,691
Grants and Similar Amounts Paid$28,227
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,465,444$699,347-$3,164,791
Interest$1,352,625$473,781-$1,826,406
Depreciation Depletion$1,026,608$359,588-$1,386,196
Payroll Taxes-$460,508-$460,508
Other Employee Benefits$32,554$365,755-$398,309
Occupancy$241,761$111,148-$352,909
Fees for Services Other$256,139$74,390-$330,529
Other Expenses$106,808$65,852-$172,660
Insurance$164,827$7,732-$172,559
Fees for Services Management$13,286$145,399-$158,685
Current Officers, Directors, Trustees, and Key Employees$148,083--$148,083
All Other Expenses$44,090$99,014-$143,104
Advertising$72,170$25,279-$97,449
Information Technology$40,379$49,141-$89,520
Office Expenses$44,894$18,957-$63,851
Fees for Services Legal-$52,214-$52,214
Fees for Service Investment Mgmnt Fees-$51,217-$51,217
Fees for Services Accounting-$34,062-$34,062
Foreign Grants$28,227--$28,227
Travel-$9,352-$9,352
Total Functional Expenses$6,769,436$3,289,642$0$10,059,078

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,059,078
Total Expenses per Form 990$10,059,078
Total Expenses per Audited Statements$10,039,838
Expenses Not Reported on Form 990$-19,240
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Entrance Fee Liability$14,274,265
Room Deposits$104,522

Bond Issues

BondIssuerIssuedIssue PricePurpose
AOklahoma County Finance Authority2005-11-29$37,888,633Construction of CCRC

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$40,434,667$0$5,980,000$757,773

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
Yes
Exception to rebate
No
Corrective action procedures
No
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
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6 & 7

The organization's by-laws provide for one class of members. The membership consists of participating church congregations within the lutheran church-missouri synod and physically located within the boundaries of the oklahoma district of the lutheran church-missouri synod. The member churches elect the board of directors and participate in other governance decisions. Each member church has one vote. Member churches do not have any interest in the assets of the corporation. The by-laws may be altered, amended or repealed and new by-laws may be adopted by an affirmative vote of two-thirds (2/3) of the member churches voting at any meeting. The board of directors may propose any change to the by-laws to be voted on by the member churches.

Form 990, Part VI, Section B, Line 15A

The compensation of the executive director was determined in a 2015 executive committee meeting. The compensation of other officers and key employees of the organization are determined by the executive director.

Form 990, Part VI, Section C, Line 19

Documents are available to the public upon request in addition, the financial statements are posted to nationally recognized electronic municipal market access (emma).

Form 990, Part VI, Section B, Line 11

THE Finance Committee OF LUTHERAN SENIOR CITIZENS AND bkd, llp, THE accounting COMPANY, REVIEW THE FORM 990 UPON COMPLETION. The finance committee review and approve of the Form 990 is completed prior to filing.

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

Annually the conflict of interest policy is reviewed during a board meeting, in addition to having the necessary individuals sign the disclosure statement on an annual basis. It is the expectation that management staff AND the Management Company will bring any questionable activity to the attention of the board or AN officer.

Filing and Contact Details

Filer

Filer Name
Lutheran Senior Citizens Inc
EIN
73-1032864
In Care Of
% DAVID PICKENS
Phone
4057207200
Address
7707 W BRITTON ROAD, OKLAHOMA CITY, OK 73132
Doing Business As
Concordia Lifecare Community

Signing Officer

Name
Daniel Eischen
Title
Executive Director
Signed
2016-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Eischen
Formed
1959
Legal Domicile
Ok
Voting Board Members
12
Independent Board Members
12
Employees
244
Volunteers
12

Preparer

Firm
Bkd Llp
Address
6120 S Yale 1400, Tulsa, OK 74136-4223
Preparer
Angie Williams
Phone
9185842900
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Noncash contribution revenue > expense $1,000

Financial Statement Notes

Schedule D, Part X, Line 2

The Organization is a nonprofit organization and is exempt from federal income tax under Section 501(c)(3) of the IRC. For the years ended December 31, 2015 and 2014, the Organization had no material unrelated business income. Accordingly, no provision for federal income tax has been made in the accompanying financial statements. The Organization evaluates tax positions taken or expected to be taken in the course of preparing the Organizations tax returns to determine whether the tax positions are more likely than not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more likely than not threshold would be recorded as a tax benefit or expense in the current year. Reconciliation is not provided herein, as the beginning and ending amounts of unrecognized benefits are zero, with no interim additions, reductions, or settlements. However, the conclusions regarding accounting for uncertainty in income taxes will be subject to review and may be adjusted at a later date based on factors including, but not limited to, ongoing analysis of tax laws, regulations, and interpretations thereof. The Organizations informational returns filed in the U.S. federal jurisdiction are generally subject to examination for three years after the later of the due date or date of filing. As a result, the Organization is no longer subject to income tax examinations by tax authorities for years prior to 2012.

Schedule D, Part XI, Line 4B

Noncash Contributions = $20,240

Schedule D, PArt XII, Line 4B

Grant Expense = $15,900 Training Expense = $2,250 Miscellaneous Expenes = $1,090

Raw XML AppendixShowing 400 of 714 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0833086
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0709075
IRS990/AccountsReceivableGrp/BOYAmt0457950
IRS990/AccountsReceivableGrp/EOYAmt0162657
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE THE HIGHEST QUALITY RESIDENTIAL LIVING ENVIRONMENT FOR SENIORS
IRS990/AdvertisingGrp/ManagementAndGeneralAmt025279
IRS990/AdvertisingGrp/ProgramServicesAmt072170
IRS990/AdvertisingGrp/TotalAmt097449
IRS990/AllOtherContributionsAmt066839
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt099014
IRS990/AllOtherExpensesGrp/ProgramServicesAmt044090
IRS990/AllOtherExpensesGrp/TotalAmt0143104
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0DAVID PICKENS
IRS990/BooksInCareOfDetail/PhoneNum04057207200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07707 W BRITTON RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073132
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt069069
IRS990/CashNonInterestBearingGrp/EOYAmt0128405
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0148083
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0148083
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0450508
IRS990/ContractorCompensationGrp/CompensationAmt1124061
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 973118
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 505534
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DALLAS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ST LOUIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd075397
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd163150
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0US FOODSERVICE INC
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1REHABCARE GROUP SRS
IRS990/ContractorCompensationGrp/ServicesDesc0FOOD SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc1REHAB SERVICE
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt066839
IRS990/CYGrantsAndSimilarPaidAmt028227
IRS990/CYInvestmentIncomeAmt0147162
IRS990/CYOtherExpensesAmt05859160
IRS990/CYOtherRevenueAmt053750
IRS990/CYProgramServiceRevenueAmt07892878
IRS990/CYRevenuesLessExpensesAmt0-1898449
IRS990/CYSalariesCompEmpBnftPaidAmt04171691
IRS990/CYTotalExpensesAmt010059078
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08160629
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt01349240
IRS990/DeferredRevenueGrp/EOYAmt01202499
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0359588
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01026608
IRS990/DepreciationDepletionGrp/TotalAmt01386196
IRS990/Desc0A CONTINUING CARE RETIREMENT COMMUNITY (LIFE CARE COMMUNITY) FEATURING INDEPENDENT LIVING, ASSISTED LIVING, MEMORY CARE AND SKILLED NURSING
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0CONCORDIA LIFECARE COMMUNITY
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt0244
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt06769436
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt034062
IRS990/FeesForServicesAccountingGrp/TotalAmt034062
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt052214
IRS990/FeesForServicesLegalGrp/TotalAmt052214
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0145399
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt013286
IRS990/FeesForServicesManagementGrp/TotalAmt0158685
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt074390
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0256139
IRS990/FeesForServicesOtherGrp/TotalAmt0330529
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt051217
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt051217
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt028227
IRS990/ForeignGrantsGrp/TotalAmt028227
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt128608
IRS990/Form990PartVIISectionAGrp/PersonNm0John A Lippert
IRS990/Form990PartVIISectionAGrp/PersonNm1David Seaman
IRS990/Form990PartVIISectionAGrp/PersonNm2Robert H Kastens
IRS990/Form990PartVIISectionAGrp/PersonNm3Jim Endicott
IRS990/Form990PartVIISectionAGrp/PersonNm4Robert Namken
IRS990/Form990PartVIISectionAGrp/PersonNm5Rev Harold Kamman
IRS990/Form990PartVIISectionAGrp/PersonNm6Pastor Ron Christie
IRS990/Form990PartVIISectionAGrp/PersonNm7Vivian Stehr
IRS990/Form990PartVIISectionAGrp/PersonNm8Rev Marvin Henschel
IRS990/Form990PartVIISectionAGrp/PersonNm9Eloise Jones
IRS990/Form990PartVIISectionAGrp/PersonNm10Marilyn Groh
IRS990/Form990PartVIISectionAGrp/PersonNm11Raymond Naney
IRS990/Form990PartVIISectionAGrp/PersonNm12Daniel Eischen
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12139475
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Assistant Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Parliamentarian
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chaplain
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Executive Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt012327
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt08160629
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt049141
IRS990/InformationTechnologyGrp/ProgramServicesAmt040379
IRS990/InformationTechnologyGrp/TotalAmt089520
IRS990/InsuranceGrp/ManagementAndGeneralAmt07732
IRS990/InsuranceGrp/ProgramServicesAmt0164827
IRS990/InsuranceGrp/TotalAmt0172559
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt0473781
IRS990/InterestGrp/ProgramServicesAmt01352625
IRS990/InterestGrp/TotalAmt01826406
IRS990/InventoriesForSaleOrUseGrp/BOYAmt011681
IRS990/InventoriesForSaleOrUseGrp/EOYAmt08089
IRS990/InvestmentIncomeGrp/ExclusionAmt0147162
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0147162
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04323626
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03660533
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt080
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08330605
IRS990/LandBldgEquipBasisNetGrp/BOYAmt024479576
IRS990/LandBldgEquipBasisNetGrp/EOYAmt023744652
IRS990/LandBldgEquipCostOrOtherBssAmt032075257
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE THE HIGHEST QUALITY RESIDENTIAL LIVING ENVIRONMENT FOR SENIOR CITIZENS, FEATURING PERSONAL SERVICES, INDEPENDENT LIVING, ASSISTED LIVING, MEMORY CARE AND SKILLED NURSING
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt022737
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt016416
IRS990/NetAssetsOrFundBalancesBOYAmt0-14201170
IRS990/NetAssetsOrFundBalancesEOYAmt0-16181945
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-81326
IRS990/NoncashContributionsAmt025625
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0111148
IRS990/OccupancyGrp/ProgramServicesAmt0241761
IRS990/OccupancyGrp/TotalAmt0352909
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018957
IRS990/OfficeExpensesGrp/ProgramServicesAmt044894
IRS990/OfficeExpensesGrp/TotalAmt063851
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03793441
IRS990/OtherAssetsTotalGrp/EOYAmt03370475
IRS990/OtherChangesInNetAssetsAmt0-1000
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0365755
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt032554
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0398309
IRS990/OtherExpensesGrp/Desc0Dining Services
IRS990/OtherExpensesGrp/Desc1Nursing & Assisted Living
IRS990/OtherExpensesGrp/Desc2Building & Ground Maintenance
IRS990/OtherExpensesGrp/Desc3Long - Term Debt
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0151923
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19365
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt225618
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt365852
IRS990/OtherExpensesGrp/ProgramServicesAmt0433735
IRS990/OtherExpensesGrp/ProgramServicesAmt1212104
IRS990/OtherExpensesGrp/ProgramServicesAmt285702
IRS990/OtherExpensesGrp/ProgramServicesAmt3106808
IRS990/OtherExpensesGrp/TotalAmt0585658
IRS990/OtherExpensesGrp/TotalAmt1221469
IRS990/OtherExpensesGrp/TotalAmt2111320
IRS990/OtherExpensesGrp/TotalAmt3172660
IRS990/OtherLiabilitiesGrp/BOYAmt014386611
IRS990/OtherLiabilitiesGrp/EOYAmt014378787
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Meal Revenues
IRS990/OtherRevenueMiscGrp/Desc1Rental Revenues
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt023175
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt130575
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023175
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt130575
IRS990/OtherRevenueTotalAmt053750
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0699347
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02465444
IRS990/OtherSalariesAndWagesGrp/TotalAmt03164791
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0460508
IRS990/PayrollTaxesGrp/TotalAmt0460508
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt088764
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt077903
IRS990/PrincipalOfficerNm0DANIEL EISCHEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1COMMUNITY AND ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07813174
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt179704
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07813174
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt179704
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt044556
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt015013
IRS990/PYInvestmentIncomeAmt0187799
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt05985437
IRS990/PYOtherRevenueAmt045321
IRS990/PYProgramServiceRevenueAmt08025357
IRS990/PYRevenuesLessExpensesAmt0-1845125
IRS990/PYSalariesCompEmpBnftPaidAmt04147708
IRS990/PYTotalExpensesAmt010148158
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08303033
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.5$43.2$21.8$13.9$12.9$0.94
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$45.3$22.7$15.4$13.0$2.43
2022Detailed filing. Detailed filing data is available for this year.$20.8$45.8$25.1$11.5$12.0$0.57
2021Detailed filing. Detailed filing data is available for this year.$21.2$45.6$24.5$11.4$12.1$0.70
2020Detailed filing. Detailed filing data is available for this year.$21.4$45.1$23.8$10.3$13.4$3.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$45.3$20.7$10.2$10.7$0.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.4$44.6$20.2$9.84$11.2$1.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.6$49.3$18.8$9.68$10.2$0.50
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.5$47.7$18.2$8.50$10.5$2.03
2015Detailed filing. Detailed filing data is available for this year.$31.2$47.4$16.2$8.16$10.1$1.90
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.0$48.2$14.2$8.30$10.1$1.85
2013Detailed filing. Detailed filing data is available for this year.$37.2$49.5$12.3$8.56$9.59$1.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.0$47.5$9.49$9.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.9$47.6$8.70$9.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.7$47.5$7.85$8.60