Civic Intelligence

Jason Lee Manor

990 • Fiscal year 2016 • EIN 93-0730486

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 25, 2017

Organization ProfileN/A
1551 Center Street NESalem, OR 97301

(503) 585-6511

Siviq Scores

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

Liabilities / Assets

90th percentile

0.81x

Higher debt load relative to assets than 90% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

1.17x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

65th percentile

7.4%

Faster asset growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

0.1%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$969,314

Up $66,791 (+7.4%) from 2015

Net Assets

Up

$186,367

Up $107,897 (+138%) from 2015

Liabilities

Down

$782,947

Down $41,106 (-5.0%) from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin75th percentile

Revenue

Up

$668,136

Up $547 (+0.1%) from 2015

Expenses

Down

$560,239

Down $18,631 (-3.2%) from 2015

Net Income

Up

$107,897

Up $19,178 (+22%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $1,227,383Liabilities 2010: $1,359,389Net Assets 2010: -$132,0062010Assets 2011: $1,168,488Liabilities 2011: $1,261,406Net Assets 2011: -$92,9182011Assets 2012: $1,149,314Liabilities 2012: $1,242,466Net Assets 2012: -$93,1522012Assets 2013: $1,003,702Liabilities 2013: $1,082,838Net Assets 2013: -$79,1362013Assets 2014: $953,673Liabilities 2014: $963,922Net Assets 2014: -$10,2492014Assets 2015: $902,523Liabilities 2015: $824,053Net Assets 2015: $78,4702015Assets 2016: $969,314Liabilities 2016: $782,947Net Assets 2016: $186,3672016Assets 2017: $1,704,148Liabilities 2017: $1,426,564Net Assets 2017: $277,5842017Assets 2018: $1,695,073Liabilities 2018: $1,267,949Net Assets 2018: $427,1242018Assets 2019: $4,981,376Liabilities 2019: $4,524,051Net Assets 2019: $457,3252019Assets 2020: $4,980,853Liabilities 2020: $4,492,437Net Assets 2020: $488,4162020Assets 2021: $4,851,044Liabilities 2021: $4,432,136Net Assets 2021: $418,9082021Assets 2022: $4,367,103Liabilities 2022: $4,136,076Net Assets 2022: $231,0272022Assets 2023: $4,582,120Liabilities 2023: $4,189,999Net Assets 2023: $392,1212023Assets 2024: $4,743,075Liabilities 2024: $4,149,972Net Assets 2024: $593,1032024

Highlighted filing

2016

Assets$969,314
Liabilities$782,947
Net Assets$186,367
Open 2016 Filing

Operations Trend

Revenue Growth43rd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $572,4292010Expenses 2011: $581,4682011Expenses 2012: $612,3762012Revenue 2013: $645,144Expenses 2013: $631,128Net Income 2013: $14,0162013Revenue 2014: $652,394Expenses 2014: $583,507Net Income 2014: $68,8872014Revenue 2015: $667,589Expenses 2015: $578,870Net Income 2015: $88,7192015Revenue 2016: $668,136Expenses 2016: $560,239Net Income 2016: $107,8972016Revenue 2017: $659,790Expenses 2017: $568,573Net Income 2017: $91,2172017Revenue 2018: $705,174Expenses 2018: $555,634Net Income 2018: $149,5402018Revenue 2019: $723,826Expenses 2019: $693,625Net Income 2019: $30,2012019Revenue 2020: $751,412Expenses 2020: $732,054Net Income 2020: $19,3582020Revenue 2021: $753,306Expenses 2021: $844,310Net Income 2021: -$91,0042021Revenue 2022: $768,791Expenses 2022: $956,672Net Income 2022: -$187,8812022Revenue 2023: $1,021,488Expenses 2023: $860,394Net Income 2023: $161,0942023Revenue 2024: $1,158,874Expenses 2024: $957,892Net Income 2024: $200,9822024

Highlighted filing

2016

Revenue$668,136
Expenses$560,239
Net Income$107,897
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 25, 2017
Return Version
2016v3.0
Gross Receipts
$668,136
Mission and Program Overview

Mission

To provide a life-affirming community, thru end of life, by providing high-quality and affordable housing and support service, in an atmosphere where residents, children and staff become an extension of family and each person's dignity, worth and choice are respected.

Create a life-affirming community by providing high-quality & affordable housing & support

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$583,608$512,497▼ $71,111
Savings and Temporary Cash Investments$116,411$140,165▲ $23,754
Prepaid Expenses and Deferred Charges$6,638$99,814▲ $93,176
Cash and Non-Interest-Bearing Accounts$2,258$21,185▲ $18,927
Accounts Receivable$3,782$3,468▼ $314
Inventories for Sale or Use$200$200→ $0
Total Assets$902,523$969,314▲ $66,791
Other Assets Total$189,626$191,985▲ $2,359
Liabilities
Mortgage Notes Payable Secured by Investment Property$759,464$705,556▼ $53,908
Accounts Payable and Accrued Expenses$18,897$35,660▲ $16,763
Other Liabilities$37,784$35,199▼ $2,585
Deferred Revenue$7,908$6,532▼ $1,376
Total Liabilities$824,053$782,947▼ $41,106
Net Assets / Fund Balance
Unrestricted Net Assets$78,470$186,367▲ $107,897
Total Net Assets Fund Balance$78,470$186,367▲ $107,897
Total Liabilities and Net Assets / Fund Balance$902,523$969,314▲ $66,791

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$300,028$2,044,285$2,344,313
Equipment$22,314$243,112$265,426
Land$190,155-$190,155
Other Assets Org$46,000--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Jim HookBoard President
Bruce GilbertsonBoard Vice Chair
Arlen HollinsheadBoard Member
Becky BeamanBoard Member
Christopher HamiltonBoard Member
Cindy HannumBoard Member
Nadine GilmoreBoard Member
Rick HiltsBoard Member
Larry YoungBoard Secretary
Annette HatleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$667,857
Investment Income
$279
Other Revenue
$0
Change in Net Assets
$107,897
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$373,269
Salaries, Compensation, and Employee Benefits$186,970
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$116,938$0$0$116,938
Depreciation Depletion$79,587$0$0$79,587
All Other Expenses$54,124$0$0$54,124
Interest$52,505$0$0$52,505
Fees for Services Management$38,902$0$0$38,902
Other Employee Benefits$27,325$0$0$27,325
Current Officers, Directors, Trustees, and Key Employees$25,460$0$0$25,460
Insurance$18,538$0$0$18,538
Payroll Taxes$17,247$0$0$17,247
Fees for Services Other$13,304$0$0$13,304
Fees for Services Accounting$0$9,600$0$9,600
Office Expenses$9,169$0$0$9,169
Other Expenses$4,329$0$0$4,329
Advertising$787$0$0$787
Total Functional Expenses$550,639$9,600$0$560,239
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 deposit liability$23,909
Accrued wages/payroll taxes$5,269
Accrued interest$3,985
Accrued management fee$2,036
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Filing and Contact Details

Filer

Filer Name
Jason Lee Manor
EIN
93-0730486
Phone
5035856511
Address
1551 CENTER STREET NE, SALEM, OR 97301

Signing Officer

Name
Annette Hatley
Title
Board Treasurer
Phone
5035856511
Signed
2017-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Annette Hatley
Formed
1980
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
16

Preparer

Firm
Lefor Rapp & Holland LLC
Address
2735 12TH Street SE Suite 200, Salem, OR 97302
Preparer
Daniel J Gerig CPA
Phone
5033645851
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The bookkeeper, board chair and secretary/treasurer review the return before it is signed and filed. At that time a copy is provided to the financial committee members & any additional board members that request a copy.”

Pt VI, Line 12C

“Before entering into a transaction that may contain a conflict of interest, Jason Lee Manor requires each board member or officer to disclose that transaction. The board's personnel committe considers each disclosure and takes the appropriate action to bring the organization into compliance with the code of ethics. In addition, each board member and officer is required to annually complete a conflict of interest questionnaire and return it to the president of the board.”

Pt VI, Line 15A

“As members of the State of Oregon Alliance, we periodically obtain copies of their compensation surveys. We check to make sure that all positions, not just key employees, are being compensated at the Alliance approved rate and that step increases are followed at employment anniversaries of all employees. The board chair is responsible for annual job review of the executive director. The executive director is responsible for other members of management team.”

Pt VI, Line 15B

“See response for Pt VI, Line 15a.”

Pt VI, Line 19

“Available upon request.”

Form 990, Part IX, Line 24E

“Bad Debt 25. 25. 0. 0.”

Form 990, Part IX, Line 24E

“Bank Fees 531. 531. 0. 0.”

Form 990, Part IX, Line 24E

“Cable TV 17155. 17155. 0. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous Taxes & Insurance 3334. 3334. 0. 0.”

Form 990, Part IX, Line 24E

“Service Coordinator 32361. 32361. 0. 0.”

Form 990, Part IX, Line 24E

“Decorating Supplies 118. 118. 0. 0.”

Form 990, Part IX, Line 24E

“Elderly Program Expenses (LEAP) 600. 600. 0. 0.”

Financial Statement Notes

Pt X, Line 2

“The corporation has been granted an exemption from federal income taxes under the provisions of section501(c)(3) of the internal revenue code. An exemption from the state of oregon corporation excise tax isprovided by oregon revised statutes 317.080(1). An exemption from property taxes has been granted pursuantto oregon revised statutes 307.425.the corporation follows the accounting standard for uncertain tax positions. This accounting standard providesdetailed guidance for financial statement recognition, measurement, and disclosure of certain tax positions. Itrequires an entity to recognize the financial statement impact of a tax position when it is more likely than notthat the position will not be substantiated under examination. The corporation recognizes accrued interest andpenalties associated with uncertain tax positions as part of the income tax provision in the statement of activities,when applicable. There are no amounts accrued in the financial statements related to uncertain tax positions.the corporation files federal, state and local informational returns. With limited exceptions, the corporation isno longer subject to examinations for years before 2012.”

Raw XML AppendixShowing 400 of 501 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/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt09169
IRS990/OfficeExpensesGrp/TotalAmt09169
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0189626
IRS990/OtherAssetsTotalGrp/EOYAmt0191985
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt027325
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027325
IRS990/OtherExpensesGrp/Desc0Utilities
IRS990/OtherExpensesGrp/Desc1Contract Services
IRS990/OtherExpensesGrp/Desc2Repairs & Maintenance
IRS990/OtherExpensesGrp/Desc3Cleaning & Maintenance Supplies
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt044033
IRS990/OtherExpensesGrp/ProgramServicesAmt132773
IRS990/OtherExpensesGrp/ProgramServicesAmt215618
IRS990/OtherExpensesGrp/ProgramServicesAmt34329
IRS990/OtherExpensesGrp/TotalAmt044033
IRS990/OtherExpensesGrp/TotalAmt132773
IRS990/OtherExpensesGrp/TotalAmt215618
IRS990/OtherExpensesGrp/TotalAmt34329
IRS990/OtherLiabilitiesGrp/BOYAmt037784
IRS990/OtherLiabilitiesGrp/EOYAmt035199
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0116938
IRS990/OtherSalariesAndWagesGrp/TotalAmt0116938
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt017247
IRS990/PayrollTaxesGrp/TotalAmt017247
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06638
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt099814
IRS990/PrincipalOfficerNm0ANNETTE HATLEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/Desc0Rents
IRS990/ProgramServiceRevenueGrp/Desc1Laundry & Vending
IRS990/ProgramServiceRevenueGrp/Desc2Other Tenant Charges
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0649435
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12991
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt215431
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0286
IRS990/PYOtherExpensesAmt0391873
IRS990/PYProgramServiceRevenueAmt0667303
IRS990/PYRevenuesLessExpensesAmt088719
IRS990/PYSalariesCompEmpBnftPaidAmt0186997
IRS990/PYTotalExpensesAmt0578870
IRS990/PYTotalRevenueAmt0667589
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0107897
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0667858
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0116411
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0140165
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0286
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0184
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0246
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0731
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0667303
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0652210
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0645129
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0611896
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02576538
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0286
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0184
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0246
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0731
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt02576538
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0667303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0652210
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0645129
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0611896
IRS990ScheduleA/Total509Grp/TotalAmt02576538
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02577269
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0300028
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02044285
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02344313
IRS990ScheduleD/EquipmentGrp/BookValueAmt022314
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0243112
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0265426
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0190155
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0190155
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0145985
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt146000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Due to/from UMRC/WH
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Resident purchases
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Escrow deposits
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05269
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12036
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23985
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt323909
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued wages/payroll taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Accrued management fee
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Accrued interest
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Security deposit liability
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION HAS BEEN GRANTED AN EXEMPTION FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION501(C)(3) OF THE INTERNAL REVENUE CODE. AN EXEMPTION FROM THE STATE OF OREGON CORPORATION EXCISE TAX ISPROVIDED BY OREGON REVISED STATUTES 317.080(1). AN EXEMPTION FROM PROPERTY TAXES HAS BEEN GRANTED PURSUANTTO OREGON REVISED STATUTES 307.425.THE CORPORATION FOLLOWS THE ACCOUNTING STANDARD FOR UNCERTAIN TAX POSITIONS. THIS ACCOUNTING STANDARD PROVIDESDETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF CERTAIN TAX POSITIONS. ITREQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOTTHAT THE POSITION WILL NOT BE SUBSTANTIATED UNDER EXAMINATION. THE CORPORATION RECOGNIZES ACCRUED INTEREST ANDPENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION IN THE STATEMENT OF ACTIVITIES,WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS.THE CORPORATION FILES FEDERAL, STATE AND LOCAL INFORMATIONAL RETURNS. WITH LIMITED EXCEPTIONS, THE CORPORATION ISNO LONGER SUBJECT TO EXAMINATIONS FOR YEARS BEFORE 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0512497
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0191985
IRS990ScheduleD/TotalLiabilityAmt035199
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The bookkeeper, board chair and secretary/treasurer review the return before it is signed and filed. At that time a copy is provided to the financial committee members & any additional board members that request a copy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Before entering into a transaction that may contain a conflict of interest, Jason Lee Manor requires each board member or officer to disclose that transaction. The board's personnel committe considers each disclosure and takes the appropriate action to bring the organization into compliance with the code of ethics. In addition, each board member and officer is required to annually complete a conflict of interest questionnaire and return it to the president of the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2As members of the State of Oregon Alliance, we periodically obtain copies of their compensation surveys. We check to make sure that all positions, not just key employees, are being compensated at the Alliance approved rate and that step increases are followed at employment anniversaries of all employees. The board chair is responsible for annual job review of the executive director. The executive director is responsible for other members of management team.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3See response for Pt VI, Line 15a.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bad Debt 25. 25. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Fees 531. 531. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Cable TV 17155. 17155. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous Taxes & Insurance 3334. 3334. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Service Coordinator 32361. 32361. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Decorating Supplies 118. 118. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Elderly Program Expenses (LEAP) 600. 600. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED METHODIST RETIREMENT CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930399048
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$969,314
Liabilities
$782,947
Net assets
$186,367
Revenue
$668,136
Expenses
$560,239
Net income
$107,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.74$4.15$0.59$1.16$0.96$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$4.19$0.39$1.02$0.86$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$4.14$0.23$0.77$0.96$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$4.43$0.42$0.75$0.84$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$4.49$0.49$0.75$0.73$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$4.52$0.46$0.72$0.69$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$1.27$0.43$0.71$0.56$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$1.43$0.28$0.66$0.57$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.78$0.19$0.67$0.56$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.82$0.08$0.67$0.58$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.96$0.01$0.65$0.58$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.00$1.08$0.08$0.65$0.63$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$1.24$0.09$0.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$1.26$0.09$0.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$1.36$0.13$0.57