Civic Intelligence

Aldersly Inc.

990 • Fiscal year 2014 • EIN 94-1156461

Oct 01, 2013 to Sep 30, 2014 • Filed on May 13, 2015

Organization ProfileWWW.ALDERSLY.COM

View Organization Page

326 Mission Avenue94901-3484

(415) 453-7425

Siviq Scores

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

Liabilities / Assets

61st percentile

0.40x

Higher debt load relative to assets than 61% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

1.43x

Higher debt load relative to revenue than 82% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

71st percentile

10%

Faster asset growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

60th percentile

7.3%

Faster revenue growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$33,072,131

Up $3,140,487 (+10%) from 2013

Net Assets

Up

$19,851,146

Up $2,410,958 (+14%) from 2013

Liabilities

Up

$13,220,985

Up $729,529 (+5.8%) from 2013

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin73rd percentile

Revenue

$9,256,453

No earlier filing loaded for comparison.

Expenses

Up

$7,847,084

Up $177,933 (+2.3%) from 2013

Net Income

$1,409,369

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$150M$100M$50M$0Assets 2011: $23,769,522Liabilities 2011: $10,958,313Net Assets 2011: $12,811,2092011Assets 2012: $26,581,562Liabilities 2012: $11,821,543Net Assets 2012: $14,760,0192012Assets 2013: $29,931,644Liabilities 2013: $12,491,456Net Assets 2013: $17,440,1882013Assets 2014: $33,072,131Liabilities 2014: $13,220,985Net Assets 2014: $19,851,1462014Assets 2015: $34,447,374Liabilities 2015: $15,254,455Net Assets 2015: $19,192,9192015Assets 2016: $34,882,843Liabilities 2016: $14,950,019Net Assets 2016: $19,932,8242016Assets 2017: $37,024,599Liabilities 2017: $15,545,484Net Assets 2017: $21,479,1152017Assets 2018: $36,070,429Liabilities 2018: $13,782,517Net Assets 2018: $22,287,9122018Assets 2019: $36,361,569Liabilities 2019: $14,875,734Net Assets 2019: $21,485,8352019Assets 2020: $38,205,152Liabilities 2020: $15,932,606Net Assets 2020: $22,272,5462020Assets 2021: $40,109,136Liabilities 2021: $15,061,600Net Assets 2021: $25,047,5362021Assets 2022: $43,324,427Liabilities 2022: $14,506,695Net Assets 2022: $28,817,7322022Assets 2023: $106,254,004Liabilities 2023: $75,383,132Net Assets 2023: $30,870,8722023Assets 2024: $113,293,437Liabilities 2024: $79,283,783Net Assets 2024: $34,009,6542024

Highlighted filing

2014

Assets$33,072,131
Liabilities$13,220,985
Net Assets$19,851,146
Open 2014 Filing

Operations Trend

Revenue Growth60th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $7,833,835Expenses 2011: $7,213,611Net Income 2011: $620,2242011Revenue 2012: $8,033,137Expenses 2012: $7,605,729Net Income 2012: $427,4082012Expenses 2013: $7,669,1512013Revenue 2014: $9,256,453Expenses 2014: $7,847,084Net Income 2014: $1,409,3692014Revenue 2015: $9,401,398Expenses 2015: $8,216,881Net Income 2015: $1,184,5172015Revenue 2016: $9,045,297Expenses 2016: $9,080,152Net Income 2016: -$34,8552016Revenue 2017: $9,831,494Expenses 2017: $9,166,537Net Income 2017: $664,9572017Revenue 2018: $9,933,486Expenses 2018: $9,471,628Net Income 2018: $461,8582018Revenue 2019: $9,946,984Expenses 2019: $10,172,258Net Income 2019: -$225,2742019Revenue 2020: $11,029,511Expenses 2020: $11,061,185Net Income 2020: -$31,6742020Revenue 2021: $11,862,143Expenses 2021: $10,191,944Net Income 2021: $1,670,1992021Revenue 2022: $17,581,570Expenses 2022: $9,732,466Net Income 2022: $7,849,1042022Revenue 2023: $12,731,299Expenses 2023: $10,974,557Net Income 2023: $1,756,7422023Revenue 2024: $11,116,314Expenses 2024: $12,363,229Net Income 2024: -$1,246,9152024

Highlighted filing

2014

Revenue$9,256,453
Expenses$7,847,084
Net Income$1,409,369
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
May 13, 2015
Return Version
2013v4.0
Gross Receipts
$17,656,740
Mission and Program Overview

Mission

Provision of housing and nursing services to senior citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,224,170$18,686,375▲ $3,462,205
Land, Buildings, and Equipment, Net$10,335,953$10,002,416▼ $333,537
Investments Other Securities$1,320,738$1,487,739▲ $167,001
Pledges and Grants Receivable-$800,000-
Savings and Temporary Cash Investments$447,434$466,723▲ $19,289
Cash and Non-Interest-Bearing Accounts$632,686$348,742▼ $283,944
Accounts Receivable$225,592$275,303▲ $49,711
Prepaid Expenses and Deferred Charges$194,957$269,874▲ $74,917
Total Assets$29,931,644$33,072,131▲ $3,140,487
Other Assets Total$1,550,114$734,959▼ $815,155
Liabilities
Other Liabilities$6,258,056$7,231,347▲ $973,291
Tax Exempt Bond Liabilities$5,806,843$5,593,760▼ $213,083
Accounts Payable and Accrued Expenses$426,557$395,878▼ $30,679
Total Liabilities$12,491,456$13,220,985▲ $729,529
Net Assets / Fund Balance
Unrestricted Net Assets$17,359,763$19,770,721▲ $2,410,958
Temporarily Rstr Net Assets$80,425$80,425→ $0
Total Net Assets Fund Balance$17,440,188$19,851,146▲ $2,410,958
Total Liabilities and Net Assets / Fund Balance$29,931,644$33,072,131▲ $3,140,487

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,866,424$7,699,656$15,566,080
Leasehold Improvements$1,435,310$770,540$2,205,850
Equipment$467,860$1,556,026$2,023,886
Land$232,822-$232,822

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$4,732,894$6,272▲ $502,967-$5,242,133
2012$4,028,256$123,160▲ $581,478-$4,732,894
2011$3,561,674$9,442▲ $769,060$-311,920$4,028,256
2010$3,458,347$218,323▼ $20,381$-94,615$3,561,674
2009$3,202,771$642,454▲ $266,502$653,380$3,458,347
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joanne MaxwellExecutive DirectorFT$168,645$55,737$224,382
Catalina MadridDirector of NursingFT$113,841-$113,841
Dr David BermanDirector/medical DirectorPT$38,208-$38,208

Board Members and Trustees

NameTitle
Peter SchakowPresident
Cyr MillerSenior Vice President
Al BoroVice President
Brigit JacobsenDirector
Herdis VoglDirector
Kristian SorensenDirector
Kruuse CaroeDirector
Ole MikkelsenDirector
Tage HansenDirector
Torben O BjornDirector
W Grant Hellar IiiSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sodexho INC & AffiliatesDietary Management/supplies-$676,721
Life Care Services LLCManagement Services-$594,684
Kaiser Foundation HealthHealth Care Services-$262,367
Rehabcare Group INCRehab Service-$185,031
Old Town Glass INCWindow Contractor-$102,205
Revenue and Support

Revenue Composition

Contributions and Grants
$850,522
Program Service Revenue
$7,884,924
Investment Income
$594,680
Other Revenue
$-73,673
All Other Contributions
$820,072
Change in Net Assets
$1,409,369

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,256,453
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,029,485
Total Revenue per Audited Statements
$10,285,938
Total Revenue per Form 990
$9,256,453
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,304,207
Salaries, Compensation, and Employee Benefits$3,542,877
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,627,073$266,893-$2,893,966
Fees for Services Other$561,343$333,844-$895,187
Depreciation Depletion-$629,057-$629,057
Other Employee Benefits$342,179$29,465-$371,644
Occupancy$327,668$27,226-$354,894
Fees for Services Management-$338,819-$338,819
Interest-$292,407-$292,407
All Other Expenses$197,731$69,205-$266,936
Payroll Taxes$207,142$19,944-$227,086
Office Expenses$343$190,693-$191,036
Insurance-$166,507-$166,507
Advertising-$154,856-$154,856
Fees for Service Investment Mgmnt Fees-$98,980-$98,980
Other Expenses$89,474--$89,474
Fees for Services Legal-$52,597-$52,597
Pension Plan Contributions$34,832$15,349-$50,181
Fees for Services Accounting-$45,123-$45,123
Travel$5,670$21,211-$26,881
Total Functional Expenses$5,094,908$2,752,176$0$7,847,084

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,874,980
Expenses per Audited Statements$7,847,084
Total Expenses per Form 990$7,847,084
Expenses Not Reported on Form 990$27,896
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$27,896
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$21,870-$21,169-
Event 1$8,580---
Total Events$30,450-$27,896$-27,896
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Joanne MaxwellExecutive Director (employee of Life Care Services)LIFE CARE SERVICES, AN UNRELATED ORGANIZATION, PROVIDES MANAGEMENT SERVICES TO THE ORGANIZATION. THE ORGANIZATION'S EXECUTIVE DIRECTOR IS AN EMPLOYEE OF LIFE CARE SERVICES AND RECEIVES COMPENSATION ONLY FROM LIFE CARE SERVICES.No$188,349
David Harold Berman MdDirector/medical DirectorDavid Berman Is a Doctor Acting as an Independent Contractor and Provides Medical Expertise to Aldersly in the Role of Medical Director.No$38,208
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Portion of Accomodation Fees - Exhaustible$2,685,072
Unearned Portion of Accomodation Fees - Non-refundable$2,281,192
Guaranteed Refunds$1,972,865
Deposits Received$198,991
Unearned Vendor Credit$93,227
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
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Life care services (lcs), an unrelated organization, provides management services to the organization. Aldersly's executive director is an employee of lcs, and receives compensation only from lcs.”

Form 990, Part VI, Section A, Line 7A

“Members of the governing body are elected and voted for at the annual meeting.”

Form 990, Part VI, Section B, Line 11

“The tax return is reviewed by the accountant of the organization's management company and the audit committee of the board of directors. A copy of the 990 is made available to all board members for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The organization annually prepares and furnishes each director a statement of any transaction or indemnification within one hundred twenty (120) days after the end of the organization's fiscal year.”

Form 990, Part VI, Section B, Line 15

“Management services are outsourced to life care services.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are made available upon request.”

Filing and Contact Details

Filer

EIN
94-1156461
Phone
4154537425

Signing Officer

Name
Joanne Maxwell
Title
Executive Director
Phone
4154537425
Signed
2015-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joanne Maxwell
Formed
1921
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
111
Volunteers
120

Preparer

Phone
4157812500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional fees: program service expenses 0. Management and general expenses 135,163. Fundraising expenses 0. Total expenses 135,163. Other fees: program service expenses 561,343. Management and general expenses 198,681. Fundraising expenses 0. Total expenses 760,024.”

FORM 990, PART XII, LINE 2C:

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

Financial Statement Notes

PART V, LINE 4:

“The organization has a board designated endowment fund to provide for general support of the organization. These funds are classified as unrestricted net assets.”

PART X, LINE 2:

“Management has considered possible uncertain tax positions and concluded that there were none as of the date the financial statements were available for issue.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense 27,896.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense 27,896.”

FORM 990, SCHEDULE D, PART X, LINE 2:

“The organization is exempt from federal and state income taxes under internal revenue code section 501(c)(3) and the california revenue and taxation code section 23701(d). Accordingly, it has not provided for income taxes in these financial statements. The llc's net earnings are reported on the federal and state exempt organization tax returns of its parent company. The llc files a separate state tax return in california and is subject to an $800 minimum tax. Each year management considers whether any material tax position the organization has taken is more likely than not to be sustained upon examination by the applicable taxing authority. Management believes that any positions the organization has taken are supported by substantial authority and, hence, do not need to be measured or disclosed in the financial statements. Tax return for years subsequent to september 30, 2010 are subject to examination by federal or state tax authorities.”

Raw XML AppendixShowing 400 of 691 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/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1236033
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0PETER SCHAKOW
IRS990/Form990PartVIISectionAGrp/PersonNm1CYR MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm2AL BORO
IRS990/Form990PartVIISectionAGrp/PersonNm3W GRANT HELLAR III
IRS990/Form990PartVIISectionAGrp/PersonNm4DR DAVID BERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5TORBEN O BJORN
IRS990/Form990PartVIISectionAGrp/PersonNm6KRUUSE CAROE
IRS990/Form990PartVIISectionAGrp/PersonNm7TAGE HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm8OLE MIKKELSEN
IRS990/Form990PartVIISectionAGrp/PersonNm9KRISTIAN SORENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm10HERDIS VOGL
IRS990/Form990PartVIISectionAGrp/PersonNm11BRIGIT JACOBSEN
IRS990/Form990PartVIISectionAGrp/PersonNm12JOANNE MAXWELL
IRS990/Form990PartVIISectionAGrp/PersonNm13CATALINA MADRID
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt438208
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12188349
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13113841
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SENIOR VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR/MEDICAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF NURSING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01921
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt030450
IRS990/FundraisingDirectExpensesAmt027896
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0153533
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08525924
IRS990/GrossReceiptsAmt017656740
IRS990/GrossRentsGrp/RealAmt018868
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0166507
IRS990/InsuranceGrp/TotalAmt0166507
IRS990/InterestGrp/ManagementAndGeneralAmt0292407
IRS990/InterestGrp/TotalAmt0292407
IRS990/InvestmentIncomeGrp/ExclusionAmt0441147
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0441147
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01320738
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01487739
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015224170
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018686375
IRS990/IRPDocumentCnt063
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010026222
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010335953
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010002416
IRS990/LandBldgEquipCostOrOtherBssAmt020028638
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08372391
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVISION OF HOUSING AND NURSING SERVICES TO SENIOR CITIZENS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt017440188
IRS990/NetAssetsOrFundBalancesEOYAmt019851146
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0153533
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0153533
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-27896
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-27896
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt018868
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt018868
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01001589
IRS990/NoncashContributionsAmt06304
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt027226
IRS990/OccupancyGrp/ProgramServicesAmt0327668
IRS990/OccupancyGrp/TotalAmt0354894
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0190693
IRS990/OfficeExpensesGrp/ProgramServicesAmt0343
IRS990/OfficeExpensesGrp/TotalAmt0191036
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01550114
IRS990/OtherAssetsTotalGrp/EOYAmt0734959
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt029465
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0342179
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0371644
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1THERAPY
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3ACTIVITIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0428159
IRS990/OtherExpensesGrp/ProgramServicesAmt1183044
IRS990/OtherExpensesGrp/ProgramServicesAmt290250
IRS990/OtherExpensesGrp/ProgramServicesAmt389474
IRS990/OtherExpensesGrp/TotalAmt0428159
IRS990/OtherExpensesGrp/TotalAmt1183044
IRS990/OtherExpensesGrp/TotalAmt290250
IRS990/OtherExpensesGrp/TotalAmt389474
IRS990/OtherLiabilitiesGrp/BOYAmt06258056
IRS990/OtherLiabilitiesGrp/EOYAmt07231347
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0LOSS ON DISPOSAL OF ASSETS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-64645
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-64645
IRS990/OtherRevenueTotalAmt0-64645
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0266893
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02627073
IRS990/OtherSalariesAndWagesGrp/TotalAmt02893966
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019944
IRS990/PayrollTaxesGrp/ProgramServicesAmt0207142
IRS990/PayrollTaxesGrp/TotalAmt0227086
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015349
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt034832
IRS990/PensionPlanContributionsGrp/TotalAmt050181
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0800000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0194957
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0269874
IRS990/PrincipalOfficerNm0JOANNE MAXWELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT CARE FEES
IRS990/ProgramServiceRevenueGrp/Desc1HEALTH CARE CENTER FEES
IRS990/ProgramServiceRevenueGrp/Desc2PERSONAL CARE FEES
IRS990/ProgramServiceRevenueGrp/Desc3ACCOMODATION FEE AMORT.
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02711685
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12449351
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21838380
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3885508
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02711685
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12449351
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21838380
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3885508
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01086165
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0836130
IRS990/PYOtherExpensesAmt04371054
IRS990/PYOtherRevenueAmt016684
IRS990/PYProgramServiceRevenueAmt07532562
IRS990/PYRevenuesLessExpensesAmt01802390
IRS990/PYSalariesCompEmpBnftPaidAmt03247488
IRS990/PYTotalExpensesAmt07669151
IRS990/PYTotalProfFndrsngExpnsAmt050609
IRS990/PYTotalRevenueAmt09471541
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01409369
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt018868
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07884924
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0447434
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0466723
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0800000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0866004
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0632344
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt02298348
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0OTHER INCOME - 2009 AMOUNT: $ 4,223. 2010 AMOUNT: $ -5,213. 2011 AMOUNT: $ -12,991. LOSS ON DISPOSAL - 2013 AMOUNT: $ -64,645.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0850522
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01086165
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt061865
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0159729
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt056996

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,072,131
Liabilities
$13,220,985
Net assets
$19,851,146
Revenue
$9,256,453
Expenses
$7,847,084
Net income
$1,409,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$113$79.3$34.0$11.1$12.4$1.25
2023Summary only. Only limited summary data is available for this year.$106$75.4$30.9$12.7$11.0$1.76
2022Summary only. Only limited summary data is available for this year.$43.3$14.5$28.8$17.6$9.73$7.85
2021Summary only. Only limited summary data is available for this year.$40.1$15.1$25.0$11.9$10.2$1.67
2020Summary only. Only limited summary data is available for this year.$38.2$15.9$22.3$11.0$11.1$0.03
2019Summary only. Only limited summary data is available for this year.$36.4$14.9$21.5$9.95$10.2$0.23
2018Summary only. Only limited summary data is available for this year.$36.1$13.8$22.3$9.93$9.47$0.46
2017Summary only. Only limited summary data is available for this year.$37.0$15.5$21.5$9.83$9.17$0.66
2016Summary only. Only limited summary data is available for this year.$34.9$15.0$19.9$9.05$9.08$0.03
2015Summary only. Only limited summary data is available for this year.$34.4$15.3$19.2$9.40$8.22$1.18
2014Detailed filing. Detailed filing data is available for this year.$33.1$13.2$19.9$9.26$7.85$1.41
2013Summary only. Only limited summary data is available for this year.$29.9$12.5$17.4$7.67
2012Summary only. Only limited summary data is available for this year.$26.6$11.8$14.8$8.03$7.61$0.43
2011Summary only. Only limited summary data is available for this year.$23.8$11.0$12.8$7.83$7.21$0.62