Civic Intelligence

The Army Retirement Residence Foundation - San Antonio

990 • Fiscal year 2014 • EIN 74-2244155

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 13, 2015

Organization ProfileWWW.ARMYRESIDENCE.COM

View Organization Page

7400 Crestway Drive78239-3098

(210) 646-5307

Siviq Scores

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

Liabilities / Assets

78th percentile

0.63x

Higher debt load relative to assets than 78% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

29th percentile

0.10x

Higher debt load relative to revenue than 29% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

35th percentile

0.0%

Higher net margin than 35% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

57th percentile

$191,742

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

5th percentile

-15%

Faster asset growth than 5% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

7.5%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$3,774,256

Down $650,422 (-15%) from 2013

Net Assets

Down

$1,414,434

Down $901,155 (-39%) from 2013

Liabilities

Up

$2,359,822

Up $250,733 (+12%) from 2013

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin35th percentile

Revenue

$22,569,013

No earlier filing loaded for comparison.

Expenses

Down

$22,563,251

Down $318,102 (-1.4%) from 2013

Net Income

$5,762

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$10M$5.0M$0-$5.0MAssets 2011: $3,591,619Liabilities 2011: $4,064,475Net Assets 2011: -$472,8562011Assets 2012: $3,749,120Liabilities 2012: $7,089,711Net Assets 2012: -$3,340,5912012Assets 2013: $4,424,678Liabilities 2013: $2,109,089Net Assets 2013: $2,315,5892013Assets 2014: $3,774,256Liabilities 2014: $2,359,822Net Assets 2014: $1,414,4342014Assets 2015: $3,711,293Liabilities 2015: $2,078,242Net Assets 2015: $1,633,0512015Assets 2016: $4,267,864Liabilities 2016: $2,789,212Net Assets 2016: $1,478,6522016Assets 2017: $4,919,252Liabilities 2017: $2,767,349Net Assets 2017: $2,151,9032017Assets 2018: $5,759,966Liabilities 2018: $2,382,068Net Assets 2018: $3,377,8982018Assets 2019: $5,793,350Liabilities 2019: $2,743,016Net Assets 2019: $3,050,3342019Assets 2020: $6,812,638Liabilities 2020: $5,711,292Net Assets 2020: $1,101,3462020Assets 2021: $4,285,363Liabilities 2021: $2,759,601Net Assets 2021: $1,525,7622021Assets 2022: $5,052,461Liabilities 2022: $3,182,873Net Assets 2022: $1,869,5882022Assets 2023: $4,354,355Liabilities 2023: $2,479,203Net Assets 2023: $1,875,1522023Assets 2024: $5,857,969Liabilities 2024: $3,575,704Net Assets 2024: $2,282,2652024

Highlighted filing

2014

Assets$3,774,256
Liabilities$2,359,822
Net Assets$1,414,434
Open 2014 Filing

Operations Trend

Revenue Growth59th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $18,293,4962011Revenue 2012: $19,516,525Expenses 2012: $22,384,260Net Income 2012: -$2,867,7352012Expenses 2013: $22,881,3532013Revenue 2014: $22,569,013Expenses 2014: $22,563,251Net Income 2014: $5,7622014Revenue 2015: $24,391,028Expenses 2015: $23,993,737Net Income 2015: $397,2912015Revenue 2016: $25,273,563Expenses 2016: $24,862,861Net Income 2016: $410,7022016Revenue 2017: $25,509,203Expenses 2017: $24,835,952Net Income 2017: $673,2512017Revenue 2018: $26,164,684Expenses 2018: $24,938,689Net Income 2018: $1,225,9952018Revenue 2019: $25,965,210Expenses 2019: $26,292,774Net Income 2019: -$327,5642019Revenue 2020: $26,576,775Expenses 2020: $28,525,763Net Income 2020: -$1,948,9882020Revenue 2021: $28,711,677Expenses 2021: $28,287,261Net Income 2021: $424,4162021Revenue 2022: $28,778,842Expenses 2022: $28,435,016Net Income 2022: $343,8262022Revenue 2023: $31,129,831Expenses 2023: $31,124,267Net Income 2023: $5,5642023Revenue 2024: $35,712,716Expenses 2024: $35,305,603Net Income 2024: $407,1132024

Highlighted filing

2014

Revenue$22,569,013
Expenses$22,563,251
Net Income$5,762
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 13, 2015
Return Version
2013v4.0
Gross Receipts
$22,569,013
Mission and Program Overview

Mission

Our mission is to provide the finest atmosphere for retirement living and to allow residents to be as independent as possible, yet free to use the community's services and amenities as they wish, all at the most reasonable cost and commensurate with the offering of first class quality services.

The army residence community provides homes and services for the aged in a continuing care retirement community. The services include independent living, long-term care, and assisted living. The arc's mission is to provide the finest atmosphere for retirement living and to allow residents to be as independent as possible and at the most reasonable cost commensurate with the offering of first class quality services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,064,733$1,940,195▼ $124,538
Accounts Receivable$647,282$539,625▼ $107,657
Prepaid Expenses and Deferred Charges$561,556$469,831▼ $91,725
Cash and Non-Interest-Bearing Accounts$724,251$428,938▼ $295,313
Investments Other Securities$271,977$290,035▲ $18,058
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0--
Receivables From Officers Etc$0--
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0--
Loans From Officers Directors$0$0→ $0
Total Assets$4,424,678$3,774,256▼ $650,422
Other Assets Total$154,879$105,632▼ $49,247
Liabilities
Accounts Payable and Accrued Expenses$2,109,089$2,359,822▲ $250,733
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,109,089$2,359,822▲ $250,733
Net Assets / Fund Balance
Unrestricted Net Assets$2,315,589$1,414,434▼ $901,155
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$2,315,589$1,414,434▼ $901,155
Total Liabilities and Net Assets / Fund Balance$4,424,678$3,774,256▼ $650,422

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$56,255$114,885$0
Land$0-$0
Equipment$1,883,940$2,509,746$0
Leasehold Improvements$0$0$0
Other Securities$290,035--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Col Bruce FurbishChief Executive OfficerFT$197,863$197,863
Col Bruce ChittendenChief Financial OfficerFT$151,443$151,443
Col David E FulbrightChief Operating OfficerFT$105,112$105,112

Board Members and Trustees

NameTitle
Col Cem MaxwellDirector
Col Charles H RedingDirector
Col Donna WrightDirector
Col Herb ColeyDirector
Col James B StubblefieldDirector
Col James G SolomonDirector
Col Jessie S BrewerDirector
Col Ronald a MaulDirector
Col Roy S Johnson IiiDirector
Ltc Randall a ParkerDirector
Ltg Tom JacoDirector
Mg David RubensteinDirector
Mrs Dolly BakerDirector
Ronald MaulDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
HarpcsDining Services & Food For The Community-$3,124,075
Alamo Companion Services LLCCompanion Care Services For The Elderly-$960,143
Alamo Reham Team LLCRehabilitation Services For The Elderly-$503,600
-Construction Related Products-$202,364
-Pharmacy-$132,107
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$22,417,370
Investment Income
$87
Other Revenue
$151,556
All Other Contributions
$0
Change in Net Assets
$5,762
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,801,429
Other Expenses$8,761,822
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,417,955$428,787$0$11,846,742
Other Expenses$990,366$0$0$990,366
Payroll Taxes$932,869$11,435$0$944,304
Other Employee Benefits$327,819$224,491$0$552,310
Depreciation Depletion$0$481,343$0$481,343
Current Officers, Directors, Trustees, and Key Employees$0$458,073$0$458,073
Insurance$0$240,060$0$240,060
Fees for Services Other$0$110,611$0$110,611
All Other Expenses-$96,485-$96,485
Fees for Services Accounting$0$57,650$0$57,650
Office Expenses$0$44,660$0$44,660
Fees for Services Legal$0$7,469$0$7,469
Conferences and Meetings$0$4,795$0$4,795
Travel$0$1,838$0$1,838
Interest$0$1,603$0$1,603
Total Functional Expenses$20,393,951$2,169,300$0$22,563,251
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--
Receivables from Officers, Directors, Trustees, and Key Employees$0--
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is reviewed by the cfo and ceo, additionally the schedule k is sent to an outside firm for review.”

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

“All board of director members annually sign a conflict of interest statement as well as periodically grade each other and the board of directors as to effectiveness”

Form 990, Part VI, Section B, Line 15

“The finance committe uses a written review of the ceo, along with a wage survey provided by our trade organization (leading age). Additionally, the salary information for the ceo of other continuing care retirement communities in the san antonio area are provided. This is to ensure our ceo's wage is in line, yet competitive. This process occurs each year in august.”

Form 990, Part VI, Section C, Line 18

“The organization makes its governing documents, conflict of interest policy, and financial statements available to all stakeholders and the public at large by keeping copies at our offices and our library during regular business hours”

Form 990, Part VI, Section C, Line 19

“The army residence makes its governing documents, conflict of interest policy and financial statements available to all stakeholders and the public at large by keeping copies at our offices and our library during regular business hours”

Filing and Contact Details

Filer

EIN
74-2244155
Phone
2106465307

Signing Officer

Name
Bruce Chittenden
Title
CFO
Phone
2106465307
Signed
2015-01-13

Organization Details

Principal Officer
Bruce Chittenden
Formed
1982
Legal Domicile
Dc
Voting Board Members
10
Independent Board Members
10
Employees
463
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“TRANSFERS IN NET ASSETS”

Raw XML AppendixShowing 400 of 783 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/ActivityOrMissionDesc0THE ARMY RESIDENCE COMMUNITY PROVIDES HOMES AND SERVICES FOR THE AGED IN A CONTINUING CARE RETIREMENT COMMUNITY. THE SERVICES INCLUDE INDEPENDENT LIVING, LONG-TERM CARE, AND ASSISTED LIVING. THE ARC'S MISSION IS TO PROVIDE THE FINEST ATMOSPHERE FOR RETIREMENT LIVING AND TO ALLOW RESIDENTS TO BE AS INDEPENDENT AS POSSIBLE AND AT THE MOST REASONABLE COST COMMENSURATE WITH THE OFFERING OF FIRST CLASS QUALITY SERVICES.
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1537
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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/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0LTG TOM JACO
IRS990/Form990PartVIISectionAGrp/PersonNm1COL JAMES B STUBBLEFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm2COL CHARLES H REDING
IRS990/Form990PartVIISectionAGrp/PersonNm3MRS DOLLY BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm4LTC RANDALL A PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm5COL JESSIE S BREWER
IRS990/Form990PartVIISectionAGrp/PersonNm6COL JAMES G SOLOMON
IRS990/Form990PartVIISectionAGrp/PersonNm7COL ROY S JOHNSON III
IRS990/Form990PartVIISectionAGrp/PersonNm8COL RONALD A MAUL
IRS990/Form990PartVIISectionAGrp/PersonNm9COL DONNA WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm10MG DAVID RUBENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm11COL HERB COLEY
IRS990/Form990PartVIISectionAGrp/PersonNm12COL CEM MAXWELL
IRS990/Form990PartVIISectionAGrp/PersonNm13RONALD MAUL
IRS990/Form990PartVIISectionAGrp/PersonNm14COL BRUCE FURBISH
IRS990/Form990PartVIISectionAGrp/PersonNm15COL BRUCE CHITTENDEN
IRS990/Form990PartVIISectionAGrp/PersonNm16COL DAVID E FULBRIGHT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14191742
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15143811
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16105112
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/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
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/TitleTxt14CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF OPERATING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt022569013
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0240060
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt0240060
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt01603
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt01603
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt087
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt087
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0271977
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0290035
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/IRPDocumentCnt0100
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02624631
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02064733
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01940195
IRS990/LandBldgEquipCostOrOtherBssAmt04564826
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0128517
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0128517
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0OUR MISSION IS TO PROVIDE THE FINEST ATMOSPHERE FOR RETIREMENT LIVING AND TO ALLOW RESIDENTS TO BE AS INDEPENDENT AS POSSIBLE, YET FREE TO USE THE COMMUNITY'S SERVICES AND AMENITIES AS THEY WISH, ALL AT THE MOST REASONABLE COST AND COMMENSURATE WITH THE OFFERING OF FIRST CLASS QUALITY SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt02315589
IRS990/NetAssetsOrFundBalancesEOYAmt01414434
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt044660
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt044660
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0154879
IRS990/OtherAssetsTotalGrp/EOYAmt0105632
IRS990/OtherChangesInNetAssetsAmt0-906917
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,774,256
Liabilities
$2,359,822
Net assets
$1,414,434
Revenue
$22,569,013
Expenses
$22,563,251
Net income
$5,762
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.86$3.58$2.28$35.7$35.3$0.41
2023Detailed filing. Detailed filing data is available for this year.$4.35$2.48$1.88$31.1$31.1$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.05$3.18$1.87$28.8$28.4$0.34
2021Detailed filing. Detailed filing data is available for this year.$4.29$2.76$1.53$28.7$28.3$0.42
2020Detailed filing. Detailed filing data is available for this year.$6.81$5.71$1.10$26.6$28.5$1.95
2019Detailed filing. Detailed filing data is available for this year.$5.79$2.74$3.05$26.0$26.3$0.33
2018Detailed filing. Detailed filing data is available for this year.$5.76$2.38$3.38$26.2$24.9$1.23
2017Detailed filing. Detailed filing data is available for this year.$4.92$2.77$2.15$25.5$24.8$0.67
2016Detailed filing. Detailed filing data is available for this year.$4.27$2.79$1.48$25.3$24.9$0.41
2015Detailed filing. Detailed filing data is available for this year.$3.71$2.08$1.63$24.4$24.0$0.40
2014Detailed filing. Detailed filing data is available for this year.$3.77$2.36$1.41$22.6$22.6$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$2.11$2.32$22.9
2012Summary only. Only limited summary data is available for this year.$3.75$7.09$3.34$19.5$22.4$2.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$4.06$0.47$18.3