Civic Intelligence

Rose Villa Inc.

990 • Fiscal year 2017 • EIN 93-0471873

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

13505 SE River RoadPortland, OR 97222

(503) 654-3171

Siviq Scores

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

Liabilities / Assets

94th percentile

1.03x

Higher debt load relative to assets than 94% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

94th percentile

6.03x

Higher debt load relative to revenue than 94% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

8th percentile

-26%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

30th percentile

$233,912

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

42nd percentile

3.8%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

8.8%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Up

$78,663,310

Up $2,893,577 (+3.8%) from 2016

Net Assets

Down

-$2,233,372

Down $2,893,056 (-439%) from 2016

Liabilities

Up

$80,896,682

Up $5,786,633 (+7.7%) from 2016

Revenue

Up

$13,408,569

Up $1,089,284 (+8.8%) from 2016

Expenses

Up

$16,852,328

Up $1,573,503 (+10%) from 2016

Net Income

Down

-$3,443,759

Down $484,219 (-16%) from 2016

Historical Trend

Balance Sheet Trend

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

$200M$100M$0-$100MAssets 2010: $12,593,712Liabilities 2010: $5,459,045Net Assets 2010: $7,134,6672010Assets 2011: $14,808,321Liabilities 2011: $7,437,010Net Assets 2011: $7,371,3112011Assets 2012: $15,762,206Liabilities 2012: $8,282,208Net Assets 2012: $7,479,9982012Assets 2013: $17,963,538Liabilities 2013: $10,775,899Net Assets 2013: $7,187,6392013Assets 2014: $79,621,001Liabilities 2014: $74,144,075Net Assets 2014: $5,476,9262014Assets 2015: $81,382,826Liabilities 2015: $77,795,500Net Assets 2015: $3,587,3262015Assets 2016: $75,769,733Liabilities 2016: $75,110,049Net Assets 2016: $659,6842016Assets 2017: $78,663,310Liabilities 2017: $80,896,682Net Assets 2017: -$2,233,3722017Assets 2018: $93,326,289Liabilities 2018: $99,057,377Net Assets 2018: -$5,731,0882018Assets 2019: $100,593,751Liabilities 2019: $108,061,710Net Assets 2019: -$7,467,9592019Assets 2020: $176,601,555Liabilities 2020: $184,368,506Net Assets 2020: -$7,766,9512020Assets 2021: $178,624,912Liabilities 2021: $187,568,377Net Assets 2021: -$8,943,4652021Assets 2022: $171,099,192Liabilities 2022: $188,536,954Net Assets 2022: -$17,437,7622022Assets 2023: $164,665,076Liabilities 2023: $185,035,190Net Assets 2023: -$20,370,1142023Assets 2024: $164,767,935Liabilities 2024: $185,059,116Net Assets 2024: -$20,291,1812024

Highlighted filing

2017

Assets$78,663,310
Liabilities$80,896,682
Net Assets-$2,233,372

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2010: $6,907,361Expenses 2010: $6,954,090Net Income 2010: -$46,7292010Revenue 2011: $7,416,932Expenses 2011: $7,061,566Net Income 2011: $355,3662011Expenses 2012: $7,426,8002012Revenue 2013: $7,846,092Expenses 2013: $8,217,057Net Income 2013: -$370,9652013Revenue 2014: $7,161,341Expenses 2014: $8,904,454Net Income 2014: -$1,743,1132014Revenue 2015: $8,050,494Expenses 2015: $9,815,898Net Income 2015: -$1,765,4042015Revenue 2016: $12,319,285Expenses 2016: $15,278,825Net Income 2016: -$2,959,5402016Revenue 2017: $13,408,569Expenses 2017: $16,852,328Net Income 2017: -$3,443,7592017Revenue 2018: $14,472,441Expenses 2018: $17,283,178Net Income 2018: -$2,810,7372018Revenue 2019: $16,449,064Expenses 2019: $19,210,696Net Income 2019: -$2,761,6322019Revenue 2020: $17,350,403Expenses 2020: $20,137,884Net Income 2020: -$2,787,4812020Revenue 2021: $20,737,089Expenses 2021: $19,672,254Net Income 2021: $1,064,8352021Revenue 2022: $18,828,045Expenses 2022: $23,590,776Net Income 2022: -$4,762,7312022Revenue 2023: $23,521,901Expenses 2023: $27,881,358Net Income 2023: -$4,359,4572023Revenue 2024: $26,535,537Expenses 2024: $28,856,142Net Income 2024: -$2,320,6052024

Highlighted filing

2017

Revenue$13,408,569
Expenses$16,852,328
Net Income-$3,443,759
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$13,462,953
Mission and Program Overview

Mission

Supporting seniors to live the life of their choosing by partnering with them to provide a high quality, inclusive, engaging, innovative, and financially sustainable environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$59,453,131$59,460,334▲ $7,203
Investments in Publicly Traded Securities$9,967,190$11,284,161▲ $1,316,971
Cash and Non-Interest-Bearing Accounts$4,037,290$2,846,704▼ $1,190,586
Savings and Temporary Cash Investments-$2,843,773-
Intangible Assets$1,821,317$1,701,684▼ $119,633
Prepaid Expenses and Deferred Charges$167,014$267,126▲ $100,112
Accounts Receivable$291,909$230,220▼ $61,689
Inventories for Sale or Use$31,882$29,308▼ $2,574
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Total Assets$75,769,733$78,663,310▲ $2,893,577
Other Assets Total-$0-
Liabilities
Tax Exempt Bond Liabilities$42,054,984$44,359,352▲ $2,304,368
Deferred Revenue$31,318,177$33,555,027▲ $2,236,850
Other Liabilities$219,405$1,736,809▲ $1,517,404
Accounts Payable and Accrued Expenses$1,487,304$1,233,821▼ $253,483
Mortgage Notes Payable Secured by Investment Property$30,179$11,673▼ $18,506
Total Liabilities$75,110,049$80,896,682▲ $5,786,633
Net Assets / Fund Balance
Temporarily Rstr Net Assets$179,383$204,337▲ $24,954
Permanently Rstr Net Assets$10,000$10,000→ $0
Unrestricted Net Assets$470,301$-2,447,709▼ $2,918,010
Total Net Assets Fund Balance$659,684$-2,233,372▼ $2,893,056
Total Liabilities and Net Assets / Fund Balance$75,769,733$78,663,310▲ $2,893,577

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$47,094,959$14,608,383$61,703,342
Other Land Buildings$6,219,391$1,217,837$7,437,228
Equipment$4,965,491$1,540,246$6,505,737
Land$1,180,493-$1,180,493

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$22,689-▲ $2,387-$25,076
2016$20,813-▲ $1,876-$22,689
2015$21,280-▼ $467-$20,813
2014$22,951-▲ $3,213$4,884$21,280
2013$27,080-▼ $1,089$3,040$22,951
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vassar T ByrdCEOFT$210,696$23,216$233,912
Diane GibsonCFOFT$138,763$11,661$150,424
Erin CornellDirector of Health SrvFT$104,396$9,986$114,382

Board Members and Trustees

NameTitle
Marna Flaherty RobbPast President
Bradley SmithPresident
Helen LyonsDirector
Jeffrey RobertsonDirector
Michael LeahyDirector
Nancy StreningDirector
Kayla CarruthSecretary
Ian TownsendVP/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Scott Edwards Architecture LLCArchitecture2525 E Burnside St, Portland, OR 97214$940,178
Tina & Dave Cady-Performance HomesConstruction Service20000 S Mosier Rd, Oregon City, OR 97045$594,688
Moss Properties IncConstruction servicePO Box 27, Astoria, OR 97103$552,954
4 Greenhammer IncConstruction Service1323 SE 6th Ave, Portland, OR 97214$381,508
Printsource Media LLCMarketing Consulting8862 Whitney Dr, Lewis Center, OH 43035$127,380
Revenue and Support

Revenue Composition

Contributions and Grants
$26,648
Program Service Revenue
$13,171,206
Investment Income
$197,885
Other Revenue
$12,830
All Other Contributions
$7,405
Change in Net Assets
$-3,443,759

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,292,398
Revenue Not Reported on Financial Statements
$116,171
Revenue Not Reported on Form 990
$605,087
Other Revenue Adjustments
$96,173
Total Revenue per Audited Statements
$13,897,485
Total Revenue per Form 990
$13,408,569
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,627,007
Salaries, Compensation, and Employee Benefits$7,194,830
Total Fundraising Expense$92,022
Grants and Similar Amounts Paid$30,491
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,962,359$507,891$73,595$5,543,845
Depreciation Depletion$3,421,121$424,398-$3,845,519
Interest$120,673$2,390,033-$2,510,706
Occupancy$715,453$34,442-$749,895
Payroll Taxes$506,160$63,446$5,766$575,372
Other Employee Benefits$481,146$34,480$3,267$518,893
Current Officers, Directors, Trustees, and Key Employees$182,128$202,208-$384,336
All Other Expenses$238,314$122,535$59$360,908
Information Technology$284,309$26,767-$311,076
Advertising$7,254$230,580$337$238,171
Fees for Services Other$158,959$26,971-$185,930
Pension Plan Contributions$157,656$12,536$2,192$172,384
Insurance$138,306$1,185$5,827$145,318
Other Expenses$81,293$30,093$561$111,947
Office Expenses$70,194$12,621$168$82,983
Fees for Services Legal$50,169$9,628-$59,797
Fees for Services Accounting$21,321$30,570-$51,891
Grants to Domestic Orgs$30,491--$30,491
Travel$15,576$7,313$144$23,033
Fees for Service Investment Mgmnt Fees-$19,998-$19,998
Total Functional Expenses$12,550,404$4,209,902$92,022$16,852,328

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,852,328
Total Expenses per Audited Statements$16,790,541
Expenses per Audited Statements$16,736,157
Expenses Not Reported on Financial Statements$116,171
Other Expense Adjustments$96,173
Expenses Not Reported on Form 990$54,384
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rose Villa FoundationPortland, OR501(c)(3)to offset expenses$30,491
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Phase II Redevelopment Deposits$1,667,892
Entrance Fee Deposit$64,517
rental deposits$4,400

Bond Issues

BondIssuerIssuedIssue PricePurpose
APublic Finance Authority2014-07-03$60,533,896Property and construction fina
BPublic Finance Authority2017-12-28$27,417,320Construct Senior Housing

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$60,533,896-$19,865,000$2,223,532
B$27,417,320--$405,000

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The 990 draft is sent to the board for their review and comments, with 3-5 business days allowed for questions/comments/etc. The CFO is available for discussion and questions that board members may raise.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Officers, board members and all employees are asked to complete an annual conflict of interest disclosure. These are reviewed by the compliance officer and any conflicts are reviewed and monitored at the board level.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

When hiring, compensation ranges are compared to industry benchmarks for reasonableness. The compensation committee reviews and approves CEO pay based on performance. Annually goals and achievements are reviewed and used to determine compensation. The CEO determines other key salaries with the use of an outside compensation consultant and review with the board. The Board determines the CEO's compensation on an annual basis.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All of the items are available to anyone who requests them.

Filing and Contact Details

Filer

Filer Name
Rose Villa Inc
EIN
93-0471873
Phone
5036543171
Address
13505 SE River Road, Portland, OR 97222

Signing Officer

Name
Diane Gibson
Title
CFO
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vassar T Byrd
Formed
1957
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
239
Volunteers
40

Preparer

Firm
Hansen Hunter & Co PC
Address
8930 SW Gemini Drive, Beaverton, OR 97008
Preparer
Cynthia J Heuberger
Phone
5032442134
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Clinic & In-Home Services provided to approximately 35 residents.

Form 990, Part IX, Column D-Statement Regarding Fundraising Activities

Fundraising activities per se are not performed for the benefit of Rose Villa Inc. Rose Villa Foundation, a related organization, performs activities for the purposes of raising contributions towards its mission. The organization provides staff time and services to Rose Villa Foundation to assist with these fundraising efforts. $89,103 of these expenses was reimbursed by way of intercompany payments for services from Rose Villa Foundation to the organization.

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Loss on disposal of fixed assets $31315 Rental exp netted with revenue on return $23069

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

Foundation Management Fee $76930 Charity Assistance $19243

Part XII, Line 2D: Other expenses and losses per audited F/S

Loss on disposal of fixed assets $31315 Rental exp netted with revenue on return $23069

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

Foundation Management Fee $76930 Charity Assitance $19243

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt850.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt950.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1050.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt811661
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt923216
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt109986
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IRS990/Form990PartVIISectionAGrp/PersonNm1Nancy Strening
IRS990/Form990PartVIISectionAGrp/PersonNm2Ian Townsend
IRS990/Form990PartVIISectionAGrp/PersonNm3Kayla Carruth
IRS990/Form990PartVIISectionAGrp/PersonNm4Jeffrey Robertson
IRS990/Form990PartVIISectionAGrp/PersonNm5Michael Leahy
IRS990/Form990PartVIISectionAGrp/PersonNm6Bradley Smith
IRS990/Form990PartVIISectionAGrp/PersonNm7Helen Lyons
IRS990/Form990PartVIISectionAGrp/PersonNm8Diane Gibson
IRS990/Form990PartVIISectionAGrp/PersonNm9Vassar T Byrd
IRS990/Form990PartVIISectionAGrp/PersonNm10Erin Cornell
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10104396
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10Dir. of Health Srv
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-31315
IRS990/GainOrLossGrp/SecuritiesAmt028326
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt030491
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt030491
IRS990/GrantsToDomesticOrgsGrp/TotalAmt030491
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt028326
IRS990/GrossReceiptsAmt013462953
IRS990/GrossRentsGrp/RealAmt035899
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt026767
IRS990/InformationTechnologyGrp/ProgramServicesAmt0284309
IRS990/InformationTechnologyGrp/TotalAmt0311076
IRS990/InsuranceGrp/FundraisingAmt05827
IRS990/InsuranceGrp/ManagementAndGeneralAmt01185
IRS990/InsuranceGrp/ProgramServicesAmt0138306
IRS990/InsuranceGrp/TotalAmt0145318
IRS990/IntangibleAssetsGrp/BOYAmt01821317
IRS990/IntangibleAssetsGrp/EOYAmt01701684
IRS990/InterestGrp/ManagementAndGeneralAmt02390033
IRS990/InterestGrp/ProgramServicesAmt0120673
IRS990/InterestGrp/TotalAmt02510706
IRS990/InventoriesForSaleOrUseGrp/BOYAmt031882
IRS990/InventoriesForSaleOrUseGrp/EOYAmt029308
IRS990/InvestmentIncomeGrp/ExclusionAmt0200874
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0200874
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09967190
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011284161
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt081
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017366466
IRS990/LandBldgEquipBasisNetGrp/BOYAmt059453131
IRS990/LandBldgEquipBasisNetGrp/EOYAmt059460334
IRS990/LandBldgEquipCostOrOtherBssAmt076826800
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt031315
IRS990/LessRentalExpensesGrp/RealAmt023069
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Supporting seniors to live the life of their choosing by partnering with them to provide a high quality, inclusive, engaging, innovative, and financially sustainable environment.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt030179
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt011673
IRS990/NetAssetsOrFundBalancesBOYAmt0659684
IRS990/NetAssetsOrFundBalancesEOYAmt0-2233372
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2989
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2989
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt012830
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt012830
IRS990/NetUnrlzdGainsLossesInvstAmt0550703
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt034442
IRS990/OccupancyGrp/ProgramServicesAmt0715453
IRS990/OccupancyGrp/TotalAmt0749895
IRS990/OfficeExpensesGrp/FundraisingAmt0168
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012621
IRS990/OfficeExpensesGrp/ProgramServicesAmt070194
IRS990/OfficeExpensesGrp/TotalAmt082983
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03267
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt034480
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0481146
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0518893
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2Supplies
IRS990/OtherExpensesGrp/Desc3TRAINING & EDUCATION
IRS990/OtherExpensesGrp/FundraisingAmt0106
IRS990/OtherExpensesGrp/FundraisingAmt1561
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011557
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110650
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt230093
IRS990/OtherExpensesGrp/ProgramServicesAmt0451021
IRS990/OtherExpensesGrp/ProgramServicesAmt1253980
IRS990/OtherExpensesGrp/ProgramServicesAmt2202521
IRS990/OtherExpensesGrp/ProgramServicesAmt381293
IRS990/OtherExpensesGrp/TotalAmt0451021
IRS990/OtherExpensesGrp/TotalAmt1265537
IRS990/OtherExpensesGrp/TotalAmt2213277
IRS990/OtherExpensesGrp/TotalAmt3111947
IRS990/OtherLiabilitiesGrp/BOYAmt0219405
IRS990/OtherLiabilitiesGrp/EOYAmt01736809
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt073595
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0507891
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04962359
IRS990/OtherSalariesAndWagesGrp/TotalAmt05543845
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05766
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt063446
IRS990/PayrollTaxesGrp/ProgramServicesAmt0506160
IRS990/PayrollTaxesGrp/TotalAmt0575372
IRS990/PensionPlanContributionsGrp/FundraisingAmt02192
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012536
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0157656
IRS990/PensionPlanContributionsGrp/TotalAmt0172384
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0167014
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0267126
IRS990/PrincipalOfficerNm0Vassar T Byrd
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0Clinic & In-Home Services
IRS990/ProgramServiceRevenueGrp/Desc1Entrance Fee Amortization
IRS990/ProgramServiceRevenueGrp/Desc2Food Services
IRS990/ProgramServiceRevenueGrp/Desc3Health Center Fees
IRS990/ProgramServiceRevenueGrp/Desc4Independent Living
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0311077
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12182472
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21179431
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33249190
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt46249036
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0311077
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12182472
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21179431

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$165$185$20.3$26.5$28.9$2.32
2023Summary only. Only limited summary data is available for this year.$165$185$20.4$23.5$27.9$4.36
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$171$189$17.4$18.8$23.6$4.76
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$179$188$8.94$20.7$19.7$1.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$177$184$7.77$17.4$20.1$2.79
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$101$108$7.47$16.4$19.2$2.76
2018Summary only. Only limited summary data is available for this year.$93.3$99.1$5.73$14.5$17.3$2.81
2017Detailed filing. Detailed filing data is available for this year.$78.7$80.9$2.23$13.4$16.9$3.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.8$75.1$0.66$12.3$15.3$2.96
2015Detailed filing. Detailed filing data is available for this year.$81.4$77.8$3.59$8.05$9.82$1.77
2014Detailed filing. Detailed filing data is available for this year.$79.6$74.1$5.48$7.16$8.90$1.74
2013Detailed filing. Detailed filing data is available for this year.$18.0$10.8$7.19$7.85$8.22$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.8$8.28$7.48$7.43
2011Summary only. Only limited summary data is available for this year.$14.8$7.44$7.37$7.42$7.06$0.36
2010Summary only. Only limited summary data is available for this year.$12.6$5.46$7.13$6.91$6.95$0.05