Civic Intelligence

Eaton Senior Communities Inc.

990 • Fiscal year 2017 • EIN 84-1432959

Oct 01, 2016 to Sep 30, 2017 • Filed on Jul 25, 2018

Organization ProfileWWW.EATONTERRACE.ORG

View Organization Page

333 South Eaton StreetLakewood, CO 80226

(303) 937-3000

Siviq Scores

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

Liabilities / Assets

38th percentile

0.04x

Higher debt load relative to assets than 38% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.21x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

9th percentile

-31%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

85th percentile

$156,943

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 31.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

56th percentile

5.2%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$2,858,806

Up $140,374 (+5.2%) from 2016

Net Assets

Up

$2,751,025

Up $105,018 (+4.0%) from 2016

Liabilities

Up

$107,781

Up $35,356 (+49%) from 2016

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin9th percentile

Revenue

Up

$507,037

Up $90,596 (+22%) from 2016

Expenses

Up

$664,750

Up $254,803 (+62%) from 2016

Net Income

Down

-$157,713

Down $164,207 (-2529%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,263,533Liabilities 2011: $36,047Net Assets 2011: $2,227,4862011Assets 2012: $2,289,595Liabilities 2012: $45,811Net Assets 2012: $2,243,7842012Assets 2013: $2,394,949Liabilities 2013: $48,630Net Assets 2013: $2,346,3192013Assets 2014: $2,534,569Liabilities 2014: $46,144Net Assets 2014: $2,488,4252014Assets 2015: $2,529,674Liabilities 2015: $40,590Net Assets 2015: $2,489,0842015Assets 2016: $2,718,432Liabilities 2016: $72,425Net Assets 2016: $2,646,0072016Assets 2017: $2,858,806Liabilities 2017: $107,781Net Assets 2017: $2,751,0252017Assets 2018: $2,857,697Liabilities 2018: $244,420Net Assets 2018: $2,613,2772018Assets 2019: $2,991,941Liabilities 2019: $128,160Net Assets 2019: $2,863,7812019Assets 2020: $4,198,054Liabilities 2020: $1,063,101Net Assets 2020: $3,134,9532020Assets 2021: $3,639,567Liabilities 2021: $356,816Net Assets 2021: $3,282,7512021Assets 2022: $2,319,535Liabilities 2022: $199,983Net Assets 2022: $2,119,5522022Assets 2023: $2,625,634Liabilities 2023: $224,986Net Assets 2023: $2,400,6482023Assets 2024: $3,051,068Liabilities 2024: $124,970Net Assets 2024: $2,926,0982024

Highlighted filing

2017

Assets$2,858,806
Liabilities$107,781
Net Assets$2,751,025
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $438,652Expenses 2011: $865,020Net Income 2011: -$426,3682011Revenue 2012: $473,210Expenses 2012: $598,107Net Income 2012: -$124,8972012Revenue 2013: $482,825Expenses 2013: $462,815Net Income 2013: $20,0102013Revenue 2014: $415,071Expenses 2014: $376,501Net Income 2014: $38,5702014Revenue 2015: $413,966Expenses 2015: $331,578Net Income 2015: $82,3882015Revenue 2016: $416,441Expenses 2016: $409,947Net Income 2016: $6,4942016Revenue 2017: $507,037Expenses 2017: $664,750Net Income 2017: -$157,7132017Revenue 2018: $493,974Expenses 2018: $664,525Net Income 2018: -$170,5512018Revenue 2019: $370,269Expenses 2019: $317,136Net Income 2019: $53,1332019Revenue 2020: $467,826Expenses 2020: $303,699Net Income 2020: $164,1272020Revenue 2021: $874,319Expenses 2021: $1,057,682Net Income 2021: -$183,3632021Revenue 2022: $252,945Expenses 2022: $1,012,020Net Income 2022: -$759,0752022Revenue 2023: $355,424Expenses 2023: $413,325Net Income 2023: -$57,9012023Revenue 2024: $611,690Expenses 2024: $466,281Net Income 2024: $145,4092024

Highlighted filing

2017

Revenue$507,037
Expenses$664,750
Net Income-$157,713
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jul 25, 2018
Return Version
2016v3.1
Gross Receipts
$507,037
Mission and Program Overview

Mission

To provide management and supportive services to other 501(c)(3) organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,142,297$2,397,419▲ $255,122
Cash and Non-Interest-Bearing Accounts$123,378$104,574▼ $18,804
Land, Buildings, and Equipment, Net$89,124$95,857▲ $6,733
Accounts Receivable$46,235$19,811▼ $26,424
Savings and Temporary Cash Investments$44,712$12,470▼ $32,242
Prepaid Expenses and Deferred Charges$9,895$7,679▼ $2,216
Inventories for Sale or Use$1,676$2,315▲ $639
Total Assets$2,718,432$2,858,806▲ $140,374
Other Assets Total$261,115$218,681▼ $42,434
Liabilities
Accounts Payable and Accrued Expenses$72,425$107,781▲ $35,356
Total Liabilities$72,425$107,781▲ $35,356
Net Assets / Fund Balance
Unrestricted Net Assets$2,507,724$2,658,137▲ $150,413
Permanently Rstr Net Assets$91,535$91,535→ $0
Temporarily Rstr Net Assets$46,748$1,353▼ $45,395
Total Net Assets Fund Balance$2,646,007$2,751,025▲ $105,018
Total Liabilities and Net Assets / Fund Balance$2,718,432$2,858,806▲ $140,374

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$95,857$20,610$116,467
Other Assets Org$92,888--
Other Securities$2,397,419--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$91,535---$91,535
2015$91,535---$91,535
2014$91,535---$91,535
2013$91,535---$91,535
2012$91,535---$91,535
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David SmartPresidentFT$148,800$8,143$156,943
Diana DelgadoCOOFT$102,948$12,107$115,055

Board Members and Trustees

NameTitle
Sheri Filak-taylorChair
Jennifer VagherVice Chair
Bill BrummettDirector
Dan KullasDirector
ERIN O'BRIENDirector
Michele HolleranDirector
Rand MoritzkyDirector
Richard WyseDirector
Sandra ReynoldsDirector
Sandy BowlinDirector
Don BackstromSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$361,159
Investment Income
$29,645
Other Revenue
$116,233
Change in Net Assets
$-157,713

Audited Revenue Reconciliation

Revenue per Audited Statements
$486,506
Revenue Not Reported on Financial Statements
$20,531
Revenue Not Reported on Form 990
$262,731
Total Revenue per Audited Statements
$749,237
Total Revenue per Form 990
$507,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$414,286
Other Expenses$191,314
Grants and Similar Amounts Paid$59,150
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$195,831$10,306-$206,137
Current Officers, Directors, Trustees, and Key Employees$111,660$37,140-$148,800
Grants to Domestic Orgs$59,150--$59,150
Other Employee Benefits$28,277$3,501-$31,778
Fees for Services Other$17,246$11,327-$28,573
Payroll Taxes$24,335$3,236-$27,571
Travel$21,507$1,132-$22,639
Fees for Service Investment Mgmnt Fees-$20,531-$20,531
Depreciation Depletion$12,431$70-$12,501
Advertising$11,632$612-$12,244
All Other Expenses$9,942$361-$10,303
Insurance$9,139$481-$9,620
Conferences and Meetings$8,045$423-$8,468
Office Expenses$6,672$350-$7,022
Occupancy$5,700$300-$6,000
Fees for Services Accounting-$4,434-$4,434
Other Expenses$3,636$190-$3,826
Fees for Services Legal-$3,644-$3,644
Total Functional Expenses$565,841$98,909$0$664,750

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$664,750
Expenses per Audited Statements$644,219
Total Expenses per Audited Statements$644,219
Expenses Not Reported on Financial Statements$20,531
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Residences at Eaton Senior CommLakewood, CO501c3General Operating$59,150
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
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, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the finance committee in detail and is available to the full board for review and comment prior to filing.”

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

“Annually the board of directors are required to submit a conflict of interest disclosure statement. Transactions resulting in a conflict of interest are reviewed by the board as they arise.”

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

“The board analyzed the salaries of comparable organizations and determined that executive compensation was well within the acceptable range for comparable positions in similar organizations.”

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

“Consistent with the methodology used for the organization's top official, the board analyzed salaries for comparable organizations and determined that key employee compensation was within acceptable ranges for comparable positions in similar entities.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy, financial statements and tax return are available upon reasonable request. The tax retun - form 990 - is available at guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Eaton Senior Communities Inc
EIN
84-1432959
Phone
3039373000
Address
333 SOUTH EATON STREET, LAKEWOOD, CO 80226

Signing Officer

Name
David Smart
Title
President
Phone
3039373000
Signed
2018-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Smart
Formed
1997
Legal Domicile
Co
Voting Board Members
11
Independent Board Members
11
Employees
120
Volunteers
11

Preparer

Firm
Wipfli Llp
Address
7887 E BELLEVIEW AVE STE 700, DENVER, CO 80111-6021
Preparer
Robert E Fabry CPA
Phone
3037590089
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The group follows accounting for uncertainty in income taxes, which requires the group determine whether a tax position (and related tax benefit) is more likely than not to be sustained upon examination by the applicable taxing authority, based solely on the technical merits of the position. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon settlement, presuming that the tax position is examined by the appropriate taxing authority that has full knowledge of all relevant information. During the year ended september 30, 2017, the group's management evaluated its tax positions to determine the existence of uncertainties, and did not note any matters that would require recognition or which may have an effect on its tax-exempt status.”

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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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IRS990/InsuranceGrp/ProgramServicesAmt09139
IRS990/InsuranceGrp/TotalAmt09620
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01676
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02315
IRS990/InvestmentIncomeGrp/ExclusionAmt026969
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026969
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02142297
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02397419
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt020610
IRS990/LandBldgEquipBasisNetGrp/BOYAmt089124
IRS990/LandBldgEquipBasisNetGrp/EOYAmt095857
IRS990/LandBldgEquipCostOrOtherBssAmt0116467
IRS990/LegalDomicileStateCd0CO
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE MANAGEMENT AND SUPPORTIVE SERVICES TO OTHER 501(C)(3) ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02646007
IRS990/NetAssetsOrFundBalancesEOYAmt02751025
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02676
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02676
IRS990/NetUnrelatedBusTxblIncmAmt0-107971
IRS990/NetUnrlzdGainsLossesInvstAmt0262731
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0300
IRS990/OccupancyGrp/ProgramServicesAmt05700
IRS990/OccupancyGrp/TotalAmt06000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0350
IRS990/OfficeExpensesGrp/ProgramServicesAmt06672
IRS990/OfficeExpensesGrp/TotalAmt07022
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0261115
IRS990/OtherAssetsTotalGrp/EOYAmt0218681
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03501
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt028277
IRS990/OtherEmployeeBenefitsGrp/TotalAmt031778
IRS990/OtherExpensesGrp/Desc0FOOD AND SUPPLIES
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2TRUCK COSTS
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0614
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1257
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2190
IRS990/OtherExpensesGrp/ProgramServicesAmt024080
IRS990/OtherExpensesGrp/ProgramServicesAmt111677
IRS990/OtherExpensesGrp/ProgramServicesAmt24881
IRS990/OtherExpensesGrp/ProgramServicesAmt33636
IRS990/OtherExpensesGrp/TotalAmt024080
IRS990/OtherExpensesGrp/TotalAmt112291
IRS990/OtherExpensesGrp/TotalAmt25138
IRS990/OtherExpensesGrp/TotalAmt33826
IRS990/OtherRevenueMiscGrp/BusinessCd0811000
IRS990/OtherRevenueMiscGrp/BusinessCd1722210
IRS990/OtherRevenueMiscGrp/Desc0HANDYMAN SERVICES
IRS990/OtherRevenueMiscGrp/Desc1FOOD TRUCK SALES
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt071109
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt145124
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt071109
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt145124
IRS990/OtherRevenueTotalAmt0116233
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010306
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0195831
IRS990/OtherSalariesAndWagesGrp/TotalAmt0206137
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03236
IRS990/PayrollTaxesGrp/ProgramServicesAmt024335
IRS990/PayrollTaxesGrp/TotalAmt027571
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt091535
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt091535
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09895
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07679
IRS990/PrincipalOfficerNm0DAVID SMART
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0361159
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0361159
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt054240
IRS990/PYOtherExpensesAmt0125762
IRS990/PYOtherRevenueAmt08154
IRS990/PYProgramServiceRevenueAmt0354047
IRS990/PYRevenuesLessExpensesAmt06494
IRS990/PYSalariesCompEmpBnftPaidAmt0284185
IRS990/PYTotalExpensesAmt0409947
IRS990/PYTotalRevenueAmt0416441
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-157713
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt044712
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012470
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0840798069
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1742471331
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2841280682
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd19
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd29
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt059500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE RESIDENCES AT EATON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ASSISTED LIVING AT EATON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2EATON SENIOR COMMUNITIES FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0SENIOR COMMUNITIES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt1SENIOR COMMUNITIES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt059500
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt091535
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt091535
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt091535
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt091535
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt091535
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt091535
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt091535
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt091535
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt091535
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt091535
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt095857
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020610
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0116467
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt020531
IRS990ScheduleD/ExpensesSubtotalAmt0644219
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt020531
IRS990ScheduleD/InvestmentExpensesNotIncldAmt020531
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0262731
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0125793
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt192888
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INSURANCE INVESTMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ENDOWMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02397419
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SCHWAB INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0262731
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt020531
IRS990ScheduleD/RevenueSubtotalAmt0486506
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE GROUP FOLLOWS ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRES THE GROUP DETERMINE WHETHER A TAX POSITION (AND RELATED TAX BENEFIT) IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT, PRESUMING THAT THE TAX POSITION IS EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. DURING THE YEAR ENDED SEPTEMBER 30, 2017, THE GROUP'S MANAGEMENT EVALUATED ITS TAX POSITIONS TO DETERMINE THE EXISTENCE OF UNCERTAINTIES, AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION OR WHICH MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt095857

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,858,806
Liabilities
$107,781
Net assets
$2,751,025
Revenue
$507,037
Expenses
$664,750
Net income
-$157,713
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.05$0.12$2.93$0.61$0.47$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.63$0.22$2.40$0.36$0.41$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.20$2.12$0.25$1.01$0.76
2021Detailed filing. Detailed filing data is available for this year.$3.64$0.36$3.28$0.87$1.06$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.20$1.06$3.13$0.47$0.30$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.99$0.13$2.86$0.37$0.32$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.86$0.24$2.61$0.49$0.66$0.17
2017Detailed filing. Detailed filing data is available for this year.$2.86$0.11$2.75$0.51$0.66$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.07$2.65$0.42$0.41$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.53$0.04$2.49$0.41$0.33$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.05$2.49$0.42$0.38$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.05$2.35$0.48$0.46$0.02
2012Summary only. Only limited summary data is available for this year.$2.29$0.05$2.24$0.47$0.60$0.12
2011Summary only. Only limited summary data is available for this year.$2.26$0.04$2.23$0.44$0.87$0.43