Civic Intelligence

Episcopal Retirement Communities

990 • Fiscal year 2019 • EIN 91-1094735

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 02, 2020

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

75th percentile

0.36x

Higher debt load relative to assets than 75% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

0.72x

Higher debt load relative to revenue than 83% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$166,784

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

34th percentile

-1.1%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

7.2%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$4,420,560

Down $50,867 (-1.1%) from 2018

Net Assets

Up

$2,827,662

Up $241,307 (+9.3%) from 2018

Liabilities

Down

$1,592,898

Down $292,174 (-15%) from 2018

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin67th percentile

Revenue

Up

$2,198,337

Up $147,030 (+7.2%) from 2018

Expenses

Up

$1,957,030

Up $126,533 (+6.9%) from 2018

Net Income

Up

$241,307

Up $20,497 (+9.3%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2019

Assets$4,420,560
Liabilities$1,592,898
Net Assets$2,827,662
Open 2019 Filing

Operations Trend

Revenue Growth57th 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

2019

Revenue$2,198,337
Expenses$1,957,030
Net Income$241,307
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 2, 2020
Return Version
2019v5.1
Gross Receipts
$2,204,089
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$2,454,012$2,370,483▼ $83,529
Cash and Non-Interest-Bearing Accounts$619,403$711,106▲ $91,703
Savings and Temporary Cash Investments$664,483$575,458▼ $89,025
Other Notes and Loans Receivable, Net-$56,562-
Prepaid Expenses and Deferred Charges$38,713$41,704▲ $2,991
Accounts Receivable$9,421$4,297▼ $5,124
Total Assets$4,471,427$4,420,560▼ $50,867
Other Assets Total$685,395$660,950▼ $24,445
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,625,900$1,299,936▼ $325,964
Other Liabilities$116,878$122,728▲ $5,850
Accounts Payable and Accrued Expenses$97,031$109,306▲ $12,275
Deferred Revenue$45,263$60,928▲ $15,665
Total Liabilities$1,885,072$1,592,898▼ $292,174
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,586,355$2,827,662▲ $241,307
Total Net Assets Fund Balance$2,586,355$2,827,662▲ $241,307
Total Liabilities and Net Assets / Fund Balance$4,471,427$4,420,560▼ $50,867

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,740,125$3,670,202$5,410,327
Equipment$224,998$984,247$1,209,245
Land$405,360-$405,360
Other Assets Org$145,482--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beverly MaineCEO/presidentFT$116,426$50,358$166,784

Board Members and Trustees

NameTitle
Charles FoisieChairman
Debra ThompsonVice Chair
James HusbandDirector
Jonathan GreenDirector
Barbara FoxDIRECTOR - BISHOP'S REPRES
Gregory H RickelEx Officio
Charla ConnerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,170
Program Service Revenue
$2,110,773
Investment Income
$4,406
Other Revenue
$77,988
All Other Contributions
$5,170
Change in Net Assets
$241,307

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,198,337
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,198,337
Total Revenue per Form 990
$2,198,337
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,050,068
Salaries, Compensation, and Employee Benefits$906,962
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$457,722$101,544-$559,266
Occupancy$219,610$28,861-$248,471
Depreciation Depletion$216,076$7,840-$223,916
Current Officers, Directors, Trustees, and Key Employees$75,053$91,731-$166,784
Other Employee Benefits$96,469$32,699-$129,168
Payments to Affiliates$100,000--$100,000
Interest$64,035--$64,035
Payroll Taxes$41,011$10,733-$51,744
Insurance$46,085$2,000-$48,085
Travel$12,952$13,938-$26,890
Fees for Services Accounting-$15,800-$15,800
Advertising-$12,283-$12,283
Office Expenses$1,981$9,660-$11,641
Fees for Services Other-$10,275-$10,275
Information Technology$3,561$5,196-$8,757
Other Expenses$29,169$2,940-$2,940
Conferences and Meetings-$838-$838
Total Functional Expenses$1,596,621$360,409$0$1,957,030

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,957,030
Total Expenses per Audited Statements$1,957,030
Total Expenses per Form 990$1,957,030
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
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$122,728
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
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 11B

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

Form 990, Part VI, Section B, Line 12

“Conflict of interest policy and whistle blower policy are currently retained at the main office and are reviewed annually to ensure that there are no conflicts of interest.”

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 990s of similar 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
2020-04-02
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
45
Volunteers
48

Preparer

Firm
Johnson Stone & Pagano Ps
Address
1501 REGENTS BLVD SUITE 100, FIRCREST, WA 98466
Preparer
Jason W Clapp
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 585 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/BOYAmt097031
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0109306
IRS990/AccountsReceivableGrp/BOYAmt09421
IRS990/AccountsReceivableGrp/EOYAmt04297
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE AN AFFORDABLE RETIREMENT COMMUNITY FOR SENIORS 62 AND OLDER
IRS990/AdvertisingGrp/ManagementAndGeneralAmt012283
IRS990/AdvertisingGrp/TotalAmt012283
IRS990/AllOtherContributionsAmt05170
IRS990/AnnualDisclosureCoveredPrsnInd00
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0619403
IRS990/CashNonInterestBearingGrp/EOYAmt0711106
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt091731
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt075053
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0166784
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0838
IRS990/ConferencesMeetingsGrp/TotalAmt0838
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05170
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04406
IRS990/CYOtherExpensesAmt01050068
IRS990/CYOtherRevenueAmt077988
IRS990/CYProgramServiceRevenueAmt02110773
IRS990/CYRevenuesLessExpensesAmt0241307
IRS990/CYSalariesCompEmpBnftPaidAmt0906962
IRS990/CYTotalExpensesAmt01957030
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02198337
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt045263
IRS990/DeferredRevenueGrp/EOYAmt060928
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt07840
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0216076
IRS990/DepreciationDepletionGrp/TotalAmt0223916
IRS990/Desc0EPISCOPAL RETIREMENT COMMUNITIES BUILDS AND OPERATES SENIOR RESIDENTIAL COMMUNITIES THAT PROVIDE QUALITY HOUSING, RECREATION AND WELLNESS SERVICES TO PERSONS OF A VARIETY OF INCOME LEVELS. CURRENTLY, ERC OPERATES CANTERBURY MANOR, AN INDEPENDENT SENIOR COMMUNITY AND IS AFFILIATED WITH ST ANDREW'S PLACE, AN ASSISTED LIVING COMMUNITY. ERC ALSO PROVIDES FUNDING FOR FUTURE SUPPORT, GROWTH, AND SERVICES OF CANTERBURY MANOR AND ST. ANDREW'S PLACE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt045
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01596621
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt015800
IRS990/FeesForServicesAccountingGrp/TotalAmt015800
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt010275
IRS990/FeesForServicesOtherGrp/TotalAmt010275
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
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/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt535858
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0CHARLES FOISIE
IRS990/Form990PartVIISectionAGrp/PersonNm1DEBRA THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLA CONNER
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES HUSBAND
IRS990/Form990PartVIISectionAGrp/PersonNm4JONATHAN GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm5BEVERLY MAINE
IRS990/Form990PartVIISectionAGrp/PersonNm6GREGORY H RICKEL
IRS990/Form990PartVIISectionAGrp/PersonNm7BARBARA FOX
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5130926
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/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CEO/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR - BISHOP'S REPRES
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-5752
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02204089
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05196
IRS990/InformationTechnologyGrp/ProgramServicesAmt03561
IRS990/InformationTechnologyGrp/TotalAmt08757
IRS990/InsuranceGrp/ManagementAndGeneralAmt02000
IRS990/InsuranceGrp/ProgramServicesAmt046085
IRS990/InsuranceGrp/TotalAmt048085
IRS990/InterestGrp/ProgramServicesAmt064035
IRS990/InterestGrp/TotalAmt064035
IRS990/InvestmentIncomeGrp/ExclusionAmt010158
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010158
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04654449
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02454012
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02370483
IRS990/LandBldgEquipCostOrOtherBssAmt07024932
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt05752
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE OERC IS A NON-PROFIT THAT SERVES COMMUNITIES BY PROVIDING HIGH-QUALITY SERVICES AND HOUSING TO OLDER ADULTS WITH A GOAL OF PROVIDING SERVICES AND HOUSING TO UNDERSERVED POPULATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01625900
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01299936
IRS990/NetAssetsOrFundBalancesBOYAmt02586355
IRS990/NetAssetsOrFundBalancesEOYAmt02827662
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-5752
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-5752
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02586355
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02827662
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt028861
IRS990/OccupancyGrp/ProgramServicesAmt0219610
IRS990/OccupancyGrp/TotalAmt0248471
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09660
IRS990/OfficeExpensesGrp/ProgramServicesAmt01981
IRS990/OfficeExpensesGrp/TotalAmt011641
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0685395
IRS990/OtherAssetsTotalGrp/EOYAmt0660950
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt032699
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt096469
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0129168
IRS990/OtherExpensesGrp/Desc0FOOD SERVICE SUPPLIES
IRS990/OtherExpensesGrp/Desc1ACTIVITIES DIRECT EXPEN
IRS990/OtherExpensesGrp/Desc2CREDIT CARD PROCESSING
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014071
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12940
IRS990/OtherExpensesGrp/ProgramServicesAmt0232897
IRS990/OtherExpensesGrp/ProgramServicesAmt129169
IRS990/OtherExpensesGrp/TotalAmt0232897
IRS990/OtherExpensesGrp/TotalAmt129169
IRS990/OtherExpensesGrp/TotalAmt214071
IRS990/OtherExpensesGrp/TotalAmt32940
IRS990/OtherLiabilitiesGrp/BOYAmt0116878
IRS990/OtherLiabilitiesGrp/EOYAmt0122728
IRS990/OtherRevenueMiscGrp/BusinessCd0541610
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt077919
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt169
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt077919
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt169
IRS990/OtherRevenueTotalAmt077988
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0101544
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0457722
IRS990/OtherSalariesAndWagesGrp/TotalAmt0559266
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt056562
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0100000
IRS990/PaymentsToAffiliatesGrp/TotalAmt0100000
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010733
IRS990/PayrollTaxesGrp/ProgramServicesAmt041011
IRS990/PayrollTaxesGrp/TotalAmt051744
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038713
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt041704
IRS990/PrincipalOfficerNm0BEVERLY MAINE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENTS' RENT
IRS990/ProgramServiceRevenueGrp/Desc1HOME HELPER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02110021
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1752
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02110021
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1752
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt012482
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03842
IRS990/PYOtherExpensesAmt0968674
IRS990/PYOtherRevenueAmt077252
IRS990/PYProgramServiceRevenueAmt01957731
IRS990/PYRevenuesLessExpensesAmt0220810
IRS990/PYSalariesCompEmpBnftPaidAmt0861823
IRS990/PYTotalExpensesAmt01830497
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02051307
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0241307
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02183009
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0664483
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0575458
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028544
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010158
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03842
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06272
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019152
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016401
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt055825
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02188761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02034983
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01967552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01786241
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01864389
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09841926
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010158
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03842
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06272
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019152
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016401
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt055825
IRS990ScheduleA/InvestmentIncomeCYPct00.00560
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99440
IRS990ScheduleA/PublicSupportTotal509Amt09870470
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02193931
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02047465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01972642
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01790723
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01865709
IRS990ScheduleA/Total509Grp/TotalAmt09870470
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02204089
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02051307
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01978914
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01809875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01882110
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09926295
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01740125
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03670202
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05410327
IRS990ScheduleD/EquipmentGrp/BookValueAmt0224998
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0984247
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01209245
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01957030
IRS990ScheduleD/LandGrp/BookValueAmt0405360
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0405360
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0515468
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1145482
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEVELOPMENT FEE RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ADVANCES TO ERC FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0122728
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02198337
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02370483
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0660950
IRS990ScheduleD/TotalExpensesPerForm990Amt01957030
IRS990ScheduleD/TotalLiabilityAmt0122728
IRS990ScheduleD/TotalRevenuePerForm990Amt02198337
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02198337
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01957030
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0116426
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount014500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt035858
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BEVERLY MAINE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO/PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0166784
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE BOARD AS A WHOLE. THEY USE INFORMATION THEY OBTAIN FROM FORMS 990 OF SIMILAR ORGANIZATIONS AND THEY CONSIDER THE CEO'S PERFORMANCE AND THE EFFECTS OF REGIONAL INFLATION IN ARRIVING AT EXECUTIVE COMPENSATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT RETURN DISTRIBUTED AND REVIEWED BY BOARD TREASURER AND CEO/PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY AND WHISTLE BLOWER POLICY ARE CURRENTLY RETAINED AT THE MAIN OFFICE AND ARE REVIEWED ANNUALLY TO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE'S COMPENSATION IS DETERMINED BY THE BOARD AS A WHOLE. THEY USE INFORMATION THEY OBTAIN FROM FORM 990S OF SIMILAR ORGANIZATIONS AND CONSIDER PERFORMANCE AND INFLATION.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,420,560
Liabilities
$1,592,898
Net assets
$2,827,662
Revenue
$2,198,337
Expenses
$1,957,030
Net income
$241,307
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