Civic Intelligence

Episcopal Retirement Communities

990 • Fiscal year 2015 • EIN 91-1094735

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 07, 2016

Organization ProfileWWW.EPISCOPALRETIREMENT.ORG

View Organization Page

703 Callahan DrBremerton, WA 98310

(360) 377-0113

Siviq Scores

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

Liabilities / Assets

81st percentile

0.56x

Higher debt load relative to assets than 81% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

88th percentile

1.46x

Higher debt load relative to revenue than 88% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

54th percentile

4.1%

Higher net margin than 54% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$148,822

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

21st percentile

-5.3%

Faster asset growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

37th percentile

-1.2%

Faster revenue growth than 37% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$4,915,332

Down $274,783 (-5.3%) from 2014

Net Assets

Up

$2,164,352

Up $76,667 (+3.7%) from 2014

Liabilities

Down

$2,750,980

Down $351,450 (-11%) from 2014

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin54th percentile

Revenue

Down

$1,882,110

Down $21,962 (-1.2%) from 2014

Expenses

Down

$1,805,443

Down $162,577 (-8.3%) from 2014

Net Income

Up

$76,667

Up $140,615 (+220%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$10M$5.0M$0Assets 2010: $5,361,559Liabilities 2010: $3,384,228Net Assets 2010: $1,977,3312010Assets 2011: $5,317,560Liabilities 2011: $3,276,853Net Assets 2011: $2,040,7072011Assets 2012: $5,244,373Liabilities 2012: $3,164,256Net Assets 2012: $2,080,1172012Assets 2013: $5,318,014Liabilities 2013: $3,166,381Net Assets 2013: $2,151,6332013Assets 2014: $5,190,115Liabilities 2014: $3,102,430Net Assets 2014: $2,087,6852014Assets 2015: $4,915,332Liabilities 2015: $2,750,980Net Assets 2015: $2,164,3522015Assets 2016: $4,691,210Liabilities 2016: $2,503,745Net Assets 2016: $2,187,4652016Assets 2017: $4,553,974Liabilities 2017: $2,188,429Net Assets 2017: $2,365,5452017Assets 2018: $4,471,427Liabilities 2018: $1,885,072Net Assets 2018: $2,586,3552018Assets 2019: $4,420,560Liabilities 2019: $1,592,898Net Assets 2019: $2,827,6622019Assets 2020: $4,724,806Liabilities 2020: $1,664,818Net Assets 2020: $3,059,9882020Assets 2021: $4,489,756Liabilities 2021: $1,161,114Net Assets 2021: $3,328,6422021Assets 2022: $4,285,182Liabilities 2022: $780,818Net Assets 2022: $3,504,3642022Assets 2023: $4,247,115Liabilities 2023: $539,426Net Assets 2023: $3,707,6892023Assets 2024: $8,496,390Liabilities 2024: $600,551Net Assets 2024: $7,895,8392024

Highlighted filing

2015

Assets$4,915,332
Liabilities$2,750,980
Net Assets$2,164,352
Open 2015 Filing

Operations Trend

Revenue Growth37th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,779,9642010Expenses 2011: $1,630,5822011Expenses 2012: $1,629,0182012Revenue 2013: $1,781,062Expenses 2013: $1,709,546Net Income 2013: $71,5162013Revenue 2014: $1,904,072Expenses 2014: $1,968,020Net Income 2014: -$63,9482014Revenue 2015: $1,882,110Expenses 2015: $1,805,443Net Income 2015: $76,6672015Revenue 2016: $1,809,875Expenses 2016: $1,786,762Net Income 2016: $23,1132016Revenue 2017: $1,978,914Expenses 2017: $1,800,834Net Income 2017: $178,0802017Revenue 2018: $2,051,307Expenses 2018: $1,830,497Net Income 2018: $220,8102018Revenue 2019: $2,198,337Expenses 2019: $1,957,030Net Income 2019: $241,3072019Revenue 2020: $2,292,438Expenses 2020: $2,060,112Net Income 2020: $232,3262020Revenue 2021: $2,436,249Expenses 2021: $2,167,595Net Income 2021: $268,6542021Revenue 2022: $2,246,629Expenses 2022: $2,070,907Net Income 2022: $175,7222022Revenue 2023: $2,510,141Expenses 2023: $2,306,816Net Income 2023: $203,3252023Revenue 2024: $7,100,559Expenses 2024: $2,912,409Net Income 2024: $4,188,1502024

Highlighted filing

2015

Revenue$1,882,110
Expenses$1,805,443
Net Income$76,667
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 7, 2016
Return Version
2015v2.1
Gross Receipts
$1,884,395
Mission and Program Overview

Mission

To provide a retirement community for seniors. A minimum of 16 apts are for low income seniors whose income is 50% or 80% below the medium income of kitsap county. Rents for other residents are determined annually based on market conditions and considering the (schedule 0) amount necessary to make the organization viable.

To provide an affordable retirement community for seniors 62 and older

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,943,842$2,841,187▼ $102,655
Savings and Temporary Cash Investments$678,309$684,848▲ $6,539
Cash and Non-Interest-Bearing Accounts$879,702$663,363▼ $216,339
Prepaid Expenses and Deferred Charges$42,171$27,983▼ $14,188
Accounts Receivable$5,474$9,375▲ $3,901
Total Assets$5,190,115$4,915,332▼ $274,783
Other Assets Total$640,617$688,576▲ $47,959
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,848,153$2,545,150▼ $303,003
Other Liabilities$129,475$126,825▼ $2,650
Accounts Payable and Accrued Expenses$76,226$59,135▼ $17,091
Deferred Revenue$48,576$19,870▼ $28,706
Total Liabilities$3,102,430$2,750,980▼ $351,450
Net Assets / Fund Balance
Unrestricted Net Assets$2,087,685$2,164,352▲ $76,667
Total Net Assets Fund Balance$2,087,685$2,164,352▲ $76,667
Total Liabilities and Net Assets / Fund Balance$5,190,115$4,915,332▼ $274,783

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,680,958$3,163,809$4,844,767
Equipment$275,664$893,819$1,169,483
Land$881,184-$881,184
Other Land Buildings$3,381-$3,381
Other Assets Org$130,495--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beverly MaineCEOFT$124,841$23,981$148,822

Board Members and Trustees

NameTitle
Karl OlesChairman
Debra ThompsonVice Chair
Barbara FoxDirector
Jim HusbandDirector
Mcdonald SullivanDirector
Gregory H RickelEx-officio
Collum LiskaSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,320
Program Service Revenue
$1,771,250
Investment Income
$16,401
Other Revenue
$93,139
All Other Contributions
$1,320
Change in Net Assets
$76,667

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,882,110
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,882,110
Total Revenue per Form 990
$1,882,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,008,844
Salaries, Compensation, and Employee Benefits$796,599
Total Fundraising Expense$12,182
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$287,725$193,555-$481,280
Depreciation Depletion$241,831--$241,831
Occupancy$160,150$15,047-$175,197
Current Officers, Directors, Trustees, and Key Employees$66,970$81,852-$148,822
Interest$123,248--$123,248
Other Employee Benefits$36,562$62,781-$99,343
Payroll Taxes$52,519$14,635-$67,154
All Other Expenses$13,706$36,792$20$50,518
Insurance-$48,395-$48,395
Travel$5,464$11,049$235$16,748
Office Expenses$7,382$6,723-$14,105
Fees for Services Accounting-$14,100-$14,100
Other Expenses$8,696$4,893$26$13,589
Advertising$421$991$11,901$13,313
Fees for Services Other-$9,886-$9,886
Conferences and Meetings$23$1,676-$1,699
Total Functional Expenses$1,284,669$508,592$12,182$1,805,443

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,805,443
Total Expenses per Audited Statements$1,805,443
Total Expenses per Form 990$1,805,443
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,932
Fundraising Direct Expenses$2,285
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$126,825
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Draft return distributed and reviewed by board treasurer and ceo/president.”

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

“The executive's compensation is determined by the board as a whole. They use information they obtain from form 990's of similiar organizations and consider performance and inflation.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Episcopal Retirement Communities
EIN
91-1094735
Phone
3603770113
Address
703 CALLAHAN DR, BREMERTON, WA 98310

Signing Officer

Name
Beverly Maine
Title
President and CEO
Phone
3603770113
Signed
2016-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beverly Maine
Formed
1960
Legal Domicile
Wa
Voting Board Members
7
Independent Board Members
6
Employees
42
Volunteers
32

Preparer

Firm
Johnson Stone & Pagano Ps
Address
1501 REGENTS BLVD SUITE 100, FIRCREST, WA 98466
Preparer
Michael Mccrabb
Phone
2535667070
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization did not change either its oversight process or selection process during the tax year.”

Raw XML AppendixShowing 400 of 541 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt076226
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt059135
IRS990/AccountsReceivableGrp/BOYAmt05474
IRS990/AccountsReceivableGrp/EOYAmt09375
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE AN AFFORDABLE RETIREMENT COMMUNITY FOR SENIORS 62 AND OLDER
IRS990/AdvertisingGrp/FundraisingAmt011901
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0991
IRS990/AdvertisingGrp/ProgramServicesAmt0421
IRS990/AdvertisingGrp/TotalAmt013313
IRS990/AllOtherContributionsAmt01320
IRS990/AllOtherExpensesGrp/FundraisingAmt020
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt036792
IRS990/AllOtherExpensesGrp/ProgramServicesAmt013706
IRS990/AllOtherExpensesGrp/TotalAmt050518
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BEVERLY MAINE
IRS990/BooksInCareOfDetail/PhoneNum03603770113
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0703 CALLAHAN DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0BREMERTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098310
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0879702
IRS990/CashNonInterestBearingGrp/EOYAmt0663363
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt081852
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt066970
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0148822
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01676
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt023
IRS990/ConferencesMeetingsGrp/TotalAmt01699
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01320
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt016401
IRS990/CYOtherExpensesAmt01008844
IRS990/CYOtherRevenueAmt093139
IRS990/CYProgramServiceRevenueAmt01771250
IRS990/CYRevenuesLessExpensesAmt076667
IRS990/CYSalariesCompEmpBnftPaidAmt0796599
IRS990/CYTotalExpensesAmt01805443
IRS990/CYTotalFundraisingExpenseAmt012182
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01882110
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt048576
IRS990/DeferredRevenueGrp/EOYAmt019870
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0241831
IRS990/DepreciationDepletionGrp/TotalAmt0241831
IRS990/Desc0OPERATE AN INDEPENDENT SENIOR COMMUNITY, AN ASSISTED LIVING COMMUNITY AND AN ADULT DAY CENTER. INCLUDING 24-HOUR SECURITY AND EMERGENCY CALL SYSTEM, SCHEDULED TRANSPORTATION, MEALS AND HOBBY SHOP.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt042
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01284669
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014100
IRS990/FeesForServicesAccountingGrp/TotalAmt014100
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt09886
IRS990/FeesForServicesOtherGrp/TotalAmt09886
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt323981
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0COLLUM LISKA
IRS990/Form990PartVIISectionAGrp/PersonNm1KARL OLES
IRS990/Form990PartVIISectionAGrp/PersonNm2DEBRA THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm3BEVERLY MAINE
IRS990/Form990PartVIISectionAGrp/PersonNm4GREGORY H RICKEL
IRS990/Form990PartVIISectionAGrp/PersonNm5BARBARA FOX
IRS990/Form990PartVIISectionAGrp/PersonNm6MCDONALD SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm7JIM HUSBAND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3124841
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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/TitleTxt0SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt4EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt02285
IRS990/FundraisingGrossIncomeAmt04932
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01884395
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt048395
IRS990/InsuranceGrp/TotalAmt048395
IRS990/InterestGrp/ProgramServicesAmt0123248
IRS990/InterestGrp/TotalAmt0123248
IRS990/InvestmentIncomeGrp/ExclusionAmt016401
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016401
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04057628
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02943842
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02841187
IRS990/LandBldgEquipCostOrOtherBssAmt06898815
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE OTO PROVIDE A RETIREMENT COMMUNITY FOR SENIORS. A MINIMUM OF 16 APARTMENTS ARE FOR LOW INCOME SENIORS WHOSE INCOME IS 50% OR 80% BELOW THE MEDIUM INCOME OF KITSAP COUNTY. RENTS FOR OTHER RESIDENTS ARE DETERMINED ANNUALLY BASED ON MARKET CONDITIONS AND CONSIDERING THE AMOUNT NECESSARY TO MAKE THE ORGANIZATION VIABLE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02848153
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02545150
IRS990/NetAssetsOrFundBalancesBOYAmt02087685
IRS990/NetAssetsOrFundBalancesEOYAmt02164352
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02647
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02647
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt015047
IRS990/OccupancyGrp/ProgramServicesAmt0160150
IRS990/OccupancyGrp/TotalAmt0175197
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06723
IRS990/OfficeExpensesGrp/ProgramServicesAmt07382
IRS990/OfficeExpensesGrp/TotalAmt014105
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0640617
IRS990/OtherAssetsTotalGrp/EOYAmt0688576
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt062781
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt036562
IRS990/OtherEmployeeBenefitsGrp/TotalAmt099343
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1MAINTENANCE
IRS990/OtherExpensesGrp/Desc2VEHICLES
IRS990/OtherExpensesGrp/FundraisingAmt026
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0396
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15821
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24893
IRS990/OtherExpensesGrp/ProgramServicesAmt0209279
IRS990/OtherExpensesGrp/ProgramServicesAmt170693
IRS990/OtherExpensesGrp/ProgramServicesAmt28696
IRS990/OtherExpensesGrp/TotalAmt0209701
IRS990/OtherExpensesGrp/TotalAmt176514
IRS990/OtherExpensesGrp/TotalAmt213589
IRS990/OtherLiabilitiesGrp/BOYAmt0129475
IRS990/OtherLiabilitiesGrp/EOYAmt0126825
IRS990/OtherRevenueMiscGrp/BusinessCd0541610
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1ADULT DAY CENTER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt075764
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt114728
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt075764
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt114728
IRS990/OtherRevenueTotalAmt090492
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0193555
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0287725
IRS990/OtherSalariesAndWagesGrp/TotalAmt0481280
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014635
IRS990/PayrollTaxesGrp/ProgramServicesAmt052519
IRS990/PayrollTaxesGrp/TotalAmt067154
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042171
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027983
IRS990/PrincipalOfficerNm0BEVERLY MAINE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENTS' RENT
IRS990/ProgramServiceRevenueGrp/Desc1HOME HELPER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01751955
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt119295
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01751955
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt119295
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01763
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt022377
IRS990/PYOtherExpensesAmt01231832
IRS990/PYOtherRevenueAmt0109762
IRS990/PYProgramServiceRevenueAmt01770170
IRS990/PYRevenuesLessExpensesAmt0-63948
IRS990/PYSalariesCompEmpBnftPaidAmt0736188
IRS990/PYTotalExpensesAmt01968020
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01904072
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt076667
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01861742
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0678309
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0684848
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0910200430
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPISCOPAL DIOCESE OF OLYMPIA WA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01680958
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03163809
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04844767
IRS990ScheduleD/EquipmentGrp/BookValueAmt0275664
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0893819
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01169483
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01805443
IRS990ScheduleD/LandGrp/BookValueAmt0881184
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0881184
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0557021
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11060
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2130495
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEVELOPMENT FEE RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OTHER ACCOUNTS RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ADVANCES TO ERC FOUNDATION
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03381
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03381
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0126825
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01882110
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02841187
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0688576
IRS990ScheduleD/TotalExpensesPerForm990Amt01805443
IRS990ScheduleD/TotalLiabilityAmt0126825
IRS990ScheduleD/TotalRevenuePerForm990Amt01882110
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01882110
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01805443
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT RETURN DISTRIBUTED AND REVIEWED BY BOARD TREASURER AND CEO/PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE'S COMPENSATION IS DETERMINED BY THE BOARD AS A WHOLE. THEY USE INFORMATION THEY OBTAIN FROM FORM 990'S OF SIMILIAR ORGANIZATIONS AND CONSIDER PERFORMANCE AND INFLATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST ANDREW'S RETIREMENT COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1EPISCOPAL RETIREMENT COMMUNITIES FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CANTERBURY CARE CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0943160031
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1912131903
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2262483299
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ASSISTED LIVING CENTER FOR SENIORS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FUNDRAISING TO SUPPORT COMMUNITIES OF EPISCOPAL RETIREMENT COMMUNITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SENIOR ADULT DAY CENTER FOR SENIORS WITH MENTAL OR PHYSICAL FRAILTIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0703 CALLAHAN DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1703 CALLAHAN DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2703 CALLAHAN DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BREMERTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BREMERTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2BREMERTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd098310
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd198310
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd298310

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,915,332
Liabilities
$2,750,980
Net assets
$2,164,352
Revenue
$1,882,110
Expenses
$1,805,443
Net income
$76,667
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.50$0.60$7.90$7.10$2.91$4.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.54$3.71$2.51$2.31$0.20
2022Detailed filing. Detailed filing data is available for this year.$4.29$0.78$3.50$2.25$2.07$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.49$1.16$3.33$2.44$2.17$0.27
2020Detailed filing. Detailed filing data is available for this year.$4.72$1.66$3.06$2.29$2.06$0.23
2019Detailed filing. Detailed filing data is available for this year.$4.42$1.59$2.83$2.20$1.96$0.24
2018Detailed filing. Detailed filing data is available for this year.$4.47$1.89$2.59$2.05$1.83$0.22
2017Detailed filing. Detailed filing data is available for this year.$4.55$2.19$2.37$1.98$1.80$0.18
2016Detailed filing. Detailed filing data is available for this year.$4.69$2.50$2.19$1.81$1.79$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.92$2.75$2.16$1.88$1.81$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.19$3.10$2.09$1.90$1.97$0.06
2013Detailed filing. Detailed filing data is available for this year.$5.32$3.17$2.15$1.78$1.71$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$3.16$2.08$1.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.32$3.28$2.04$1.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.36$3.38$1.98$1.78