Civic Intelligence

Mcgregor at Overlook

990 • Fiscal year 2012 • EIN 90-0506109

May 01, 2011 to Apr 30, 2012 • Filed on Mar 11, 2013

Organization ProfileMCGREGORFOUNDATION.ORG/MCGREGOR-AT-OVERLOOK
2187 Overlook Road44106
Siviq Scores

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

Liabilities / Assets

89th percentile

0.93x

Higher debt load relative to assets than 89% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

58th percentile

3.2%

Faster asset growth than 58% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$2,616,135

Up $80,025 (+3.2%) from 2011

Net Assets

Up

$173,882

Up $103,898 (+148%) from 2011

Liabilities

Down

$2,442,253

Down $23,873 (-1.0%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,843,361

Up $267,407 (+17%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $2,536,110Liabilities 2011: $2,466,126Net Assets 2011: $69,9842011Assets 2012: $2,616,135Liabilities 2012: $2,442,253Net Assets 2012: $173,8822012Assets 2013: $2,547,019Liabilities 2013: $2,561,255Net Assets 2013: -$14,2362013Assets 2014: $2,683,190Liabilities 2014: $2,850,563Net Assets 2014: -$167,3732014Assets 2015: $2,645,315Liabilities 2015: $2,816,660Net Assets 2015: -$171,3452015Assets 2016: $3,992,556Liabilities 2016: $3,954,773Net Assets 2016: $37,7832016Assets 2017: $5,064,815Liabilities 2017: $4,790,508Net Assets 2017: $274,3072017Assets 2018: $2,456,087Liabilities 2018: $2,093,506Net Assets 2018: $362,5812018Assets 2019: $3,906,721Liabilities 2019: $1,457,031Net Assets 2019: $2,449,6902019Assets 2020: $5,114,081Liabilities 2020: $733,136Net Assets 2020: $4,380,9452020Assets 2021: $4,420,330Liabilities 2021: $195,075Net Assets 2021: $4,225,2552021Assets 2022: $6,884,475Liabilities 2022: $131,140Net Assets 2022: $6,753,3352022Assets 2023: $674,817Liabilities 2023: $139,656Net Assets 2023: $535,1612023Assets 2024: $1,161,973Liabilities 2024: $563,314Net Assets 2024: $598,6592024

Highlighted filing

2012

Assets$2,616,135
Liabilities$2,442,253
Net Assets$173,882
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,575,9542011Expenses 2012: $1,843,3612012Revenue 2013: $1,662,325Expenses 2013: $1,850,443Net Income 2013: -$188,1182013Revenue 2014: $2,024,070Expenses 2014: $2,177,207Net Income 2014: -$153,1372014Revenue 2015: $2,184,039Expenses 2015: $2,233,107Net Income 2015: -$49,0682015Revenue 2016: $2,722,447Expenses 2016: $2,513,319Net Income 2016: $209,1282016Revenue 2017: $2,775,881Expenses 2017: $2,539,357Net Income 2017: $236,5242017Revenue 2018: $2,750,311Expenses 2018: $2,662,037Net Income 2018: $88,2742018Revenue 2019: $4,871,765Expenses 2019: $2,784,656Net Income 2019: $2,087,1092019Revenue 2020: $5,362,626Expenses 2020: $3,431,371Net Income 2020: $1,931,2552020Revenue 2021: $3,322,454Expenses 2021: $3,478,144Net Income 2021: -$155,6902021Revenue 2022: $3,530,160Expenses 2022: $1,002,080Net Income 2022: $2,528,0802022Revenue 2023: $1,247,360Expenses 2023: $965,534Net Income 2023: $281,8262023Revenue 2024: $911,261Expenses 2024: $1,047,763Net Income 2024: -$136,5022024

Highlighted filing

2012

Revenue-
Expenses$1,843,361
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Signed
Mar 11, 2013
Return Version
2011v1.5
Gross Receipts
$1,947,259
Mission and Program Overview

Mission

The mcgregor at overlook exists to provide a superior residence for individuals in need to age successfully in "a place they call homeprovide end of life care to seniors living in our residence as well as the community.

Filing and Contact Details

Filer

EIN
90-0506109
Raw XML AppendixShowing 400 of 593 raw XML fields

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IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S BUSINESS OFFICE.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE POLICIES BY COMPLETING ANNUAL CONFLICT QUESTIONNAIRES.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION DETERMINES COMPENSATION FOR OFFICERS AND KEY EMPLOYEES BY HAVING A COMPENSATION SURVEY COMPLETED EVERY THREE YEARS VIA THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE THEN VOTES ON A THREE YEAR CONTRACT AND THE PERCENTAGE OF SALARY INCREASE. THESE PROCESSES ARE DOCUMENTED AT THE TIME THE DECISIONS ARE MADE.
IRS990ScheduleO/GeneralExplanation/Explanation3THE FORM 990 WILL BE DISTRIBUTED VIA EMAIL TO THE BOARD OF DIRECTORS FOR THEIR REVIEW IN ADVANCE OF THE FILING WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation4HOURS WORKED PER WEEK ARE ALLOCATED BETWEEN THE FILING ORGANIZATION AND RELATED ORGANIZATION AS FOLLOWS FOR THE INDIVIDUALS LISTED WITHIN PART VII: R. ROBERTSON HILTON - TOTAL HOURS PER WEEK = 40, SPLIT: A.M. MCGREGOR HOME - 4 HRS MCGREGOR INDEPENDENT SENIOR HOUSING - 2 HRS THE MCGREGOR FOUNDATION - 16 HRS MCGREGOR AT OVERLOOK - 2 HRS THE MCGREGOR GROUP - 12 HRS MCGREGOR PACE - 4 HRS ANN M. CONN - TOTAL HOURS PER WEEK = 40, SPLIT: A.M. MCGREGOR HOME - 12 HRS MCGREGOR INDEPENDENT SENIOR HOUSING - 2 HRS THE MCGREGOR FOUNDATION - 8 HRS MCGREGOR AT OVERLOOK - 2 HRS THE MCGREGOR GROUP - 12 HRS MCGREGOR PACE - 4 HRS
IRS990ScheduleO/GeneralExplanation/Explanation5NAME:ANN M CONN TITLE:TREASURER/CFO HOURS:38
IRS990ScheduleO/GeneralExplanation/Explanation6NAME:R ROBERTSON HILTON TITLE:PRESIDENT/CEO HOURS:38
IRS990ScheduleO/GeneralExplanation/Identifier0DOCUMENTS AVAILABLE TO PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier1MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY
IRS990ScheduleO/GeneralExplanation/Identifier2PROCESS FOR DETERMINING COMPENSATION
IRS990ScheduleO/GeneralExplanation/Identifier3FORM 990 REVIEW PROCESS
IRS990ScheduleO/GeneralExplanation/Identifier4ALLOCATION OF HOURS WORKED
IRS990ScheduleO/GeneralExplanation/Identifier5HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/Identifier6HOURS DEVOTED FOR RELATED ORGANIZATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0PAGE 6, PART VI, SECTION C, #19
IRS990ScheduleO/GeneralExplanation/ReturnReference1PAGE 6, PART VI, SECTION B, #12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2PAGE 5, PART VI, SECTION B, #15A & 15B
IRS990ScheduleO/GeneralExplanation/ReturnReference3PAGE 6, PART VI, SECTION B, #11B

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,616,135
Liabilities
$2,442,253
Net assets
$173,882
Revenue
-
Expenses
$1,843,361
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.56$0.60$0.91$1.05$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.67$0.14$0.54$1.25$0.97$0.28
2022Detailed filing. Detailed filing data is available for this year.$6.88$0.13$6.75$3.53$1.00$2.53
2021Detailed filing. Detailed filing data is available for this year.$4.42$0.20$4.23$3.32$3.48$0.16
2020Detailed filing. Detailed filing data is available for this year.$5.11$0.73$4.38$5.36$3.43$1.93
2019Detailed filing. Detailed filing data is available for this year.$3.91$1.46$2.45$4.87$2.78$2.09
2018Detailed filing. Detailed filing data is available for this year.$2.46$2.09$0.36$2.75$2.66$0.09
2017Detailed filing. Detailed filing data is available for this year.$5.06$4.79$0.27$2.78$2.54$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.99$3.95$0.04$2.72$2.51$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.65$2.82$0.17$2.18$2.23$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.68$2.85$0.17$2.02$2.18$0.15
2013Summary only. Only limited summary data is available for this year.$2.55$2.56$0.01$1.66$1.85$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$2.44$0.17$1.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$2.47$0.07$1.58