Civic Intelligence

Episcopal Retirement Communities

990 • Fiscal year 2018 • EIN 91-1094735

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 04, 2019

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

78th percentile

0.42x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.92x

Higher debt load relative to revenue than 85% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$162,863

Higher top officer pay than 85% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

38th percentile

-1.8%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

50th percentile

3.7%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$4,471,427

Down $82,547 (-1.8%) from 2017

Net Assets

Up

$2,586,355

Up $220,810 (+9.3%) from 2017

Liabilities

Down

$1,885,072

Down $303,357 (-14%) from 2017

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin67th percentile

Revenue

Up

$2,051,307

Up $72,393 (+3.7%) from 2017

Expenses

Up

$1,830,497

Up $29,663 (+1.6%) from 2017

Net Income

Up

$220,810

Up $42,730 (+24%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2018

Assets$4,471,427
Liabilities$1,885,072
Net Assets$2,586,355
Open 2018 Filing

Operations Trend

Revenue Growth50th 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

2018

Revenue$2,051,307
Expenses$1,830,497
Net Income$220,810
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 4, 2019
Return Version
2018v3.1
Gross Receipts
$2,051,307
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$2,601,252$2,454,012▼ $147,240
Savings and Temporary Cash Investments$544,244$664,483▲ $120,239
Cash and Non-Interest-Bearing Accounts$657,953$619,403▼ $38,550
Prepaid Expenses and Deferred Charges$29,432$38,713▲ $9,281
Accounts Receivable$17,225$9,421▼ $7,804
Total Assets$4,553,974$4,471,427▼ $82,547
Other Assets Total$703,868$685,395▼ $18,473
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,938,662$1,625,900▼ $312,762
Other Liabilities$120,178$116,878▼ $3,300
Accounts Payable and Accrued Expenses$76,923$97,031▲ $20,108
Deferred Revenue$52,666$45,263▼ $7,403
Total Liabilities$2,188,429$1,885,072▼ $303,357
Net Assets / Fund Balance
Unrestricted Net Assets$2,365,545$2,586,355▲ $220,810
Total Net Assets Fund Balance$2,365,545$2,586,355▲ $220,810
Total Liabilities and Net Assets / Fund Balance$4,553,974$4,471,427▼ $82,547

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,745,289$3,589,928$5,335,217
Equipment$286,216$1,031,195$1,317,411
Land$405,360-$405,360
Other Land Buildings$17,147-$17,147
Other Assets Org$145,660--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beverly MaineCEO/presidentFT$129,289$33,574$162,863

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$12,482
Program Service Revenue
$1,957,731
Investment Income
$3,842
Other Revenue
$77,252
All Other Contributions
$12,482
Change in Net Assets
$220,810

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,051,307
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,051,307
Total Revenue per Form 990
$2,051,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$968,674
Salaries, Compensation, and Employee Benefits$861,823
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$436,035$98,505-$534,540
Occupancy$235,112$13,113-$248,225
Depreciation Depletion$214,764$10,928-$225,692
Current Officers, Directors, Trustees, and Key Employees$73,288$89,575-$162,863
Other Employee Benefits$82,315$28,410-$110,725
Interest$77,238--$77,238
Payroll Taxes$43,613$10,082-$53,695
Insurance$42,708$2,000-$44,708
Travel$14,300$10,423-$24,723
Payments to Affiliates-$18,000-$18,000
Advertising-$15,948-$15,948
Fees for Services Accounting-$15,200-$15,200
Office Expenses$1,685$12,458-$14,143
Fees for Services Other$9,116$2,164-$11,280
Information Technology$3,453$3,532-$6,985
Other Expenses$25,076$3,512-$3,512
Conferences and Meetings$875$2,400-$3,275
Total Functional Expenses$1,483,309$347,188$0$1,830,497

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,830,497
Total Expenses per Audited Statements$1,830,497
Total Expenses per Form 990$1,830,497
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$116,878
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 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
2019-04-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beverly Maine
Formed
1960
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
7
Employees
58
Volunteers
99

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 563 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/ProgramServicesAmt125076
IRS990/OtherExpensesGrp/TotalAmt0223731
IRS990/OtherExpensesGrp/TotalAmt125076
IRS990/OtherExpensesGrp/TotalAmt210938
IRS990/OtherExpensesGrp/TotalAmt33512
IRS990/OtherLiabilitiesGrp/BOYAmt0120178
IRS990/OtherLiabilitiesGrp/EOYAmt0116878
IRS990/OtherRevenueMiscGrp/BusinessCd0541610
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1ADULT DAY CENTER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt077235
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt117
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt077235
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt117
IRS990/OtherRevenueTotalAmt077252
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt098505
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0436035
IRS990/OtherSalariesAndWagesGrp/TotalAmt0534540
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt018000
IRS990/PaymentsToAffiliatesGrp/TotalAmt018000
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010082
IRS990/PayrollTaxesGrp/ProgramServicesAmt043613
IRS990/PayrollTaxesGrp/TotalAmt053695
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029432
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038713
IRS990/PrincipalOfficerNm0BEVERLY MAINE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENTS' RENT
IRS990/ProgramServiceRevenueGrp/Desc1HOME HELPER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01951233
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16498
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01951233
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16498
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05090
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06272
IRS990/PYOtherExpensesAmt0967787
IRS990/PYOtherRevenueAmt077314
IRS990/PYProgramServiceRevenueAmt01890238
IRS990/PYRevenuesLessExpensesAmt0178080
IRS990/PYSalariesCompEmpBnftPaidAmt0833047
IRS990/PYTotalExpensesAmt01800834
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01978914
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0220810
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02034983
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0544244
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0664483
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01745289
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03589928
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05335217
IRS990ScheduleD/EquipmentGrp/BookValueAmt0286216
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01031195
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01317411
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01830497
IRS990ScheduleD/LandGrp/BookValueAmt0405360
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0405360
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0539735
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1145660
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEVELOPMENT FEE RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ADVANCES TO ERC FOUNDATION
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt017147
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt017147
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0116878
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02051307
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02454012
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0685395
IRS990ScheduleD/TotalExpensesPerForm990Amt01830497
IRS990ScheduleD/TotalLiabilityAmt0116878
IRS990ScheduleD/TotalRevenuePerForm990Amt02051307
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02051307
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01830497
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0129289
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt033574
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BEVERLY MAINE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO/PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0162863
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/BusinessNameLine1Txt2ALL SAINTS SENIOR HOUSING

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,471,427
Liabilities
$1,885,072
Net assets
$2,586,355
Revenue
$2,051,307
Expenses
$1,830,497
Net income
$220,810
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