Civic Intelligence

Good Shepherd Residence Inc.

990 • Fiscal year 2015 • EIN 94-2576886

Sep 01, 2014 to Aug 31, 2015 • Filed on Jul 13, 2016

Organization Profilewww.bethesdalutherancommunities.org
600 Hoffmann DriveWatertown, WI 53094-6223

(920) 206-4403

Siviq Scores

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

Liabilities / Assets

80th percentile

0.55x

Higher debt load relative to assets than 80% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

88th percentile

1.51x

Higher debt load relative to revenue than 88% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

96th percentile

$364,617

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 69.3% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

59th percentile

3.1%

Faster asset growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

1.2%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$1,451,606

Up $43,593 (+3.1%) from 2014

Net Assets

Up

$659,014

Up $105,107 (+19%) from 2014

Liabilities

Down

$792,592

Down $61,514 (-7.2%) from 2014

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin79th percentile

Revenue

Up

$526,037

Up $6,224 (+1.2%) from 2014

Expenses

Up

$420,930

Up $25,687 (+6.5%) from 2014

Net Income

Down

$105,107

Down $19,463 (-16%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,533,933Liabilities 2011: $1,064,942Net Assets 2011: $468,9912011Assets 2012: $1,567,893Liabilities 2012: $1,005,888Net Assets 2012: $562,0052012Assets 2013: $1,398,600Liabilities 2013: $969,263Net Assets 2013: $429,3372013Assets 2014: $1,408,013Liabilities 2014: $854,106Net Assets 2014: $553,9072014Assets 2015: $1,451,606Liabilities 2015: $792,592Net Assets 2015: $659,0142015Assets 2016: $1,623,741Liabilities 2016: $964,118Net Assets 2016: $659,6232016Assets 2017: $1,441,962Liabilities 2017: $775,319Net Assets 2017: $666,6432017Assets 2018: $1,462,738Liabilities 2018: $652,297Net Assets 2018: $810,4412018Assets 2019: $1,487,466Liabilities 2019: $444,291Net Assets 2019: $1,043,1752019Assets 2020: $1,559,114Liabilities 2020: $264,809Net Assets 2020: $1,294,3052020Assets 2021: $1,729,868Liabilities 2021: $176,242Net Assets 2021: $1,553,6262021Assets 2022: $1,822,748Liabilities 2022: $66,323Net Assets 2022: $1,756,4252022Assets 2023: $2,060,733Liabilities 2023: $89,269Net Assets 2023: $1,971,4642023Assets 2024: $2,279,866Liabilities 2024: $77,441Net Assets 2024: $2,202,4252024

Highlighted filing

2015

Assets$1,451,606
Liabilities$792,592
Net Assets$659,014
Open 2015 Filing

Operations Trend

Revenue Growth44th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $479,858Expenses 2011: $406,387Net Income 2011: $73,4712011Revenue 2012: $492,888Expenses 2012: $399,874Net Income 2012: $93,0142012Revenue 2013: $502,385Expenses 2013: $635,053Net Income 2013: -$132,6682013Revenue 2014: $519,813Expenses 2014: $395,243Net Income 2014: $124,5702014Revenue 2015: $526,037Expenses 2015: $420,930Net Income 2015: $105,1072015Revenue 2016: $531,445Expenses 2016: $530,836Net Income 2016: $6092016Revenue 2017: $538,884Expenses 2017: $531,864Net Income 2017: $7,0202017Revenue 2018: $545,611Expenses 2018: $401,813Net Income 2018: $143,7982018Revenue 2019: $561,477Expenses 2019: $328,743Net Income 2019: $232,7342019Revenue 2020: $561,965Expenses 2020: $310,835Net Income 2020: $251,1302020Revenue 2021: $576,971Expenses 2021: $317,650Net Income 2021: $259,3212021Revenue 2022: $585,634Expenses 2022: $352,203Net Income 2022: $233,4312022Revenue 2023: $587,522Expenses 2023: $372,483Net Income 2023: $215,0392023Revenue 2024: $579,101Expenses 2024: $348,140Net Income 2024: $230,9612024

Highlighted filing

2015

Revenue$526,037
Expenses$420,930
Net Income$105,107
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jul 13, 2016
Return Version
2014v6.0
Gross Receipts
$526,037
Mission and Program Overview

Mission

Provide for elderly or handicapped families and persons on a nonprofit basis, rental housing and related facilities and services especially designed to meet the physical, social and psychological needs of the aged or handicapped and contribute to their health, security, happiness and usefulness in longer living.

Provide for elderly or handicapped families and persons on a nonprofit basis rental housing and related facilities and services especially designed to meet the physical, social and psychological needs of the aged or handicapped and contribute to their health, security, happiness and usefulness in longer living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$604,695$523,840▼ $80,855
Cash and Non-Interest-Bearing Accounts$97,977$92,643▼ $5,334
Accounts Receivable$945$2,922▲ $1,977
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Investments in Publicly Traded Securities$0--
Intangible Assets$0--
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,408,013$1,451,606▲ $43,593
Other Assets Total$704,396$832,201▲ $127,805
Liabilities
Mortgage Notes Payable Secured by Investment Property$756,794$669,521▼ $87,273
Accounts Payable and Accrued Expenses$89,831$115,750▲ $25,919
Other Liabilities$7,481$7,321▼ $160
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$854,106$792,592▼ $61,514
Net Assets / Fund Balance
Unrestricted Net Assets$520,588$628,463▲ $107,875
Temporarily Rstr Net Assets$33,319$30,551▼ $2,768
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$553,907$659,014▲ $105,107
Total Liabilities and Net Assets / Fund Balance$1,408,013$1,451,606▲ $43,593

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$244,281$1,389,954$1,634,235
Other Land Buildings$6,136$402,037$408,173
Land$272,950-$272,950
Equipment$473$46,045$46,518
Leasehold Improvements$0$0$0
Other Assets Org$7,321--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleOtherTotal
Mike HoffmanTermed 4/13/15 Former VP Hr$186,062$186,062
David MorstadExec Director Bethesda Institute$158,367$158,367
Lori AndersonVP Residential Services$74,486$74,486

Board Members and Trustees

NameTitle
F Paul CarlsonChairman
Dr Michael ThirtlePresident and CEO
Dr John BauerTermed 9/8/14 Former President and CEO
Virginia MillerVice Chairman
John NickelsDirector of Leadership Relations
Debborah ZubkeDivision Operating Officer
Jeffrey KaczmarskiEvp and VP of Legal Affairs
Rev Alan BachertSecretary
John TwardosTermed 6/30/14 Former VP of Operations
Dr Jacob PreusTermed 9/30/14 Former Executive VP
Dr Roger BurtnerTreasurer
Jack TobiasVP of Finance
Kelly ThranVP Quality
Revenue and Support

Revenue Composition

Contributions and Grants
$443,769
Program Service Revenue
$79,287
Investment Income
$963
Other Revenue
$2,018
All Other Contributions
$0
Change in Net Assets
$105,107

Audited Revenue Reconciliation

Revenue per Audited Statements
$526,037
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$526,037
Total Revenue per Form 990
$526,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$420,930
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$95,031$0$0$95,031
Depreciation Depletion$80,855$0$0$80,855
Interest$73,434$0$0$73,434
Fees for Services Accounting$0$17,250$0$17,250
Other Expenses$9,130$0$0$9,130
All Other Expenses$3,606$0$0$3,606
Office Expenses$868$577$0$1,445
Total Functional Expenses$384,616$36,314$0$420,930

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$420,930
Total Expenses per Audited Statements$420,930
Total Expenses per Form 990$420,930
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$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
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$7,321
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The voting member of the Corporation, as provided in the Articles of Incorporation, is Bethesda Lutheran Communities, Inc. Voting prerogatives of are exercised by the Board of Directors of Bethesda Lutheran Communities, Inc. Bethesda Lutheran Communities, Inc. reserves to itself, and shall have the exclusive power to do, the following: (a) alter or amend the Bylaws of the Corporation; and (b) approve the annual budget of the Corporation.”

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

“The voting member of the Corporation, as provided in the Articles of Incorporation, is Bethesda Lutheran Communities, Inc. Voting prerogatives of are exercised by the Board of Directors of Bethesda Lutheran Communities, Inc. Bethesda Lutheran Communities, Inc. reserves to itself, and shall have the exclusive power to do, the following: (a) alter or amend the Bylaws of the Corporation; and (b) approve the annual budget of the Corporation.”

Form 990, Part VI, Section B, Line 11B

“The Form 990 was prepared by staff of the parent corporation and reviewed and approved by its CFO. The Form 990 was then presented to the Board of Directors for review.”

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

“Annually each November, every director is required to assess the potential for any conflicts of interest and sign a form that discloses whether the director has any potential conflicts of interest. The organization's Compliance and Risk Management Team audits whether every director has submitted a signed conflicts of interest disclosure form, and ensures that this is done annually for every director.”

Form 990, Part VI, Section C, Line 19

“The Corporation's governing documents, conflicts of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Good Shepherd Residence Inc
EIN
94-2576886
Phone
9202064403
Address
600 HOFFMANN DRIVE, WATERTOWN, WI 53094-6223

Signing Officer

Name
Dave Griebl
Title
CFO
Phone
9202064403
Signed
2016-07-13

Organization Details

Principal Officer
Dave Griebl
Formed
1979
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
0
Supplemental Narrative

Financial Statement Notes

Schedule D, Part I, Line 2

“The organization has received notification that each entity qualifies as a tax-exempt organization under section 501(c)(3) of the u.s.internal revenue code and corresponding provisions of state law and, accordingly, each entity is not subject to federal or state income taxes. However, any unrelated business income may be subject to taxation.”

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IRS990/ActivityOrMissionDesc0PROVIDE FOR ELDERLY OR HANDICAPPED FAMILIES AND PERSONS ON A NONPROFIT BASIS RENTAL HOUSING AND RELATED FACILITIES AND SERVICES ESPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF THE AGED OR HANDICAPPED AND CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.
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IRS990/Form990PartVIISectionAGrp/PersonNm2REV ALAN BACHERT
IRS990/Form990PartVIISectionAGrp/PersonNm3DR ROGER BURTNER
IRS990/Form990PartVIISectionAGrp/PersonNm4DR MICHAEL THIRTLE
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFFREY KACZMARSKI
IRS990/Form990PartVIISectionAGrp/PersonNm6JACK TOBIAS
IRS990/Form990PartVIISectionAGrp/PersonNm7LORI ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm8DR JOHN BAUER
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN TWARDOS
IRS990/Form990PartVIISectionAGrp/PersonNm10DR JACOB PREUS
IRS990/Form990PartVIISectionAGrp/PersonNm11DEBBORAH ZUBKE
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN NICKELS
IRS990/Form990PartVIISectionAGrp/PersonNm13KELLY THRAN
IRS990/Form990PartVIISectionAGrp/PersonNm14MIKE HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15DAVID MORSTAD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4218030
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5229238
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6257499
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt767213
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8348349
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9215111
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10172985
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11175214
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12164128
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13153248
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14169158
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15145200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt5EVP AND VP OF LEGAL AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP RESIDENTIAL SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt8TERMED 9/8/14 FORMER PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9TERMED 6/30/14 FORMER VP OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt10TERMED 9/30/14 FORMER EXECUTIVE VP
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIVISION OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF LEADERSHIP RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP QUALITY
IRS990/Form990PartVIISectionAGrp/TitleTxt14TERMED 4/13/15 FORMER VP HR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXEC DIR BETHESDA INSTITUTE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt0443769
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0526037
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt073434
IRS990/InterestGrp/TotalAmt073434
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0963
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0963
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01838036
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0604695
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0523840
IRS990/LandBldgEquipCostOrOtherBssAmt02361876
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0PROVIDE FOR ELDERLY OR HANDICAPPED FAMILIES AND PERSONS ON A NONPROFIT BASIS, RENTAL HOUSING AND RELATED FACILITIES AND SERVICES ESPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF THE AGED OR HANDICAPPED AND CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0756794
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0669521
IRS990/NetAssetsOrFundBalancesBOYAmt0553907
IRS990/NetAssetsOrFundBalancesEOYAmt0659014
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt095031
IRS990/OccupancyGrp/TotalAmt095031
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0577
IRS990/OfficeExpensesGrp/ProgramServicesAmt0868
IRS990/OfficeExpensesGrp/TotalAmt01445
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0704396
IRS990/OtherAssetsTotalGrp/EOYAmt0832201
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MANAGEMENT
IRS990/OtherExpensesGrp/Desc1REIMBURSE LABOR COSTS
IRS990/OtherExpensesGrp/Desc2REPAIRS & FIRE EQUIP INSPECTIONS
IRS990/OtherExpensesGrp/Desc3FACILITY SUPPLIES/MINOR EQUIPMENT
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018487
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt160332
IRS990/OtherExpensesGrp/ProgramServicesAmt261360
IRS990/OtherExpensesGrp/ProgramServicesAmt39130
IRS990/OtherExpensesGrp/TotalAmt018487
IRS990/OtherExpensesGrp/TotalAmt160332
IRS990/OtherExpensesGrp/TotalAmt261360
IRS990/OtherExpensesGrp/TotalAmt39130
IRS990/OtherLiabilitiesGrp/BOYAmt07481
IRS990/OtherLiabilitiesGrp/EOYAmt07321
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0WASHER/DRYER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02018
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02018
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt02018
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,451,606
Liabilities
$792,592
Net assets
$659,014
Revenue
$526,037
Expenses
$420,930
Net income
$105,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.08$2.20$0.58$0.35$0.23
2023Detailed filing. Detailed filing data is available for this year.$2.06$0.09$1.97$0.59$0.37$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.07$1.76$0.59$0.35$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.73$0.18$1.55$0.58$0.32$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.26$1.29$0.56$0.31$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.49$0.44$1.04$0.56$0.33$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.65$0.81$0.55$0.40$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.78$0.67$0.54$0.53$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.96$0.66$0.53$0.53$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.79$0.66$0.53$0.42$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.85$0.55$0.52$0.40$0.12
2013Summary only. Only limited summary data is available for this year.$1.40$0.97$0.43$0.50$0.64$0.13
2012Summary only. Only limited summary data is available for this year.$1.57$1.01$0.56$0.49$0.40$0.09
2011Summary only. Only limited summary data is available for this year.$1.53$1.06$0.47$0.48$0.41$0.07