Civic Intelligence

St Andrew'S Retirement Community C/O Episcopal Retirement Communities

990 • Fiscal year 2017 • EIN 94-3160031

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

Organization ProfileWWW.STANDREWSRETIREMENT.ORG
703 Callahan DriveBremerton, WA 98310

(360) 377-0113

Siviq Scores

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

Liabilities / Assets

91st percentile

0.98x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

1.47x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

40th percentile

0.0%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

84th percentile

$151,491

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

27th percentile

-2.8%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

8.2%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$2,223,207

Down $64,682 (-2.8%) from 2016

Net Assets

Up

$39,798

Up $718 (+1.8%) from 2016

Liabilities

Down

$2,183,409

Down $65,400 (-2.9%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin40th percentile

Revenue

Up

$1,485,749

Up $112,303 (+8.2%) from 2016

Expenses

Up

$1,485,031

Up $113,218 (+8.3%) from 2016

Net Income

Down

$718

Down $915 (-56%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $2,673,546Liabilities 2010: $2,899,443Net Assets 2010: -$225,8972010Assets 2011: $2,591,236Liabilities 2011: $2,813,070Net Assets 2011: -$221,8342011Assets 2012: $2,540,820Liabilities 2012: $2,668,895Net Assets 2012: -$128,0752012Assets 2013: $2,511,163Liabilities 2013: $2,536,071Net Assets 2013: -$24,9082013Assets 2014: $2,504,805Liabilities 2014: $2,467,855Net Assets 2014: $36,9502014Assets 2015: $2,397,746Liabilities 2015: $2,360,299Net Assets 2015: $37,4472015Assets 2016: $2,287,889Liabilities 2016: $2,248,809Net Assets 2016: $39,0802016Assets 2017: $2,223,207Liabilities 2017: $2,183,409Net Assets 2017: $39,7982017Assets 2018: $2,176,600Liabilities 2018: $2,122,641Net Assets 2018: $53,9592018Assets 2019: $2,177,003Liabilities 2019: $2,142,407Net Assets 2019: $34,5962019Assets 2020: $2,048,196Liabilities 2020: $1,997,681Net Assets 2020: $50,5152020Assets 2021: $2,046,385Liabilities 2021: $2,028,611Net Assets 2021: $17,7742021Assets 2022: $2,018,961Liabilities 2022: $1,971,205Net Assets 2022: $47,7562022Assets 2023: $2,012,021Liabilities 2023: $1,918,939Net Assets 2023: $93,0822023Assets 2024: $1,935,284Liabilities 2024: $1,773,920Net Assets 2024: $161,3642024

Highlighted filing

2017

Assets$2,223,207
Liabilities$2,183,409
Net Assets$39,798
Open 2017 Filing

Operations Trend

Revenue Growth58th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,324,5552010Expenses 2011: $1,284,5532011Expenses 2012: $1,227,6432012Revenue 2013: $1,330,259Expenses 2013: $1,227,092Net Income 2013: $103,1672013Revenue 2014: $1,390,845Expenses 2014: $1,328,987Net Income 2014: $61,8582014Revenue 2015: $1,345,274Expenses 2015: $1,344,777Net Income 2015: $4972015Revenue 2016: $1,373,446Expenses 2016: $1,371,813Net Income 2016: $1,6332016Revenue 2017: $1,485,749Expenses 2017: $1,485,031Net Income 2017: $7182017Revenue 2018: $1,554,277Expenses 2018: $1,540,116Net Income 2018: $14,1612018Revenue 2019: $1,590,346Expenses 2019: $1,609,709Net Income 2019: -$19,3632019Revenue 2020: $1,896,764Expenses 2020: $1,880,845Net Income 2020: $15,9192020Revenue 2021: $1,743,344Expenses 2021: $1,776,085Net Income 2021: -$32,7412021Revenue 2022: $1,768,181Expenses 2022: $1,738,199Net Income 2022: $29,9822022Revenue 2023: $1,972,903Expenses 2023: $1,927,577Net Income 2023: $45,3262023Revenue 2024: $2,152,606Expenses 2024: $2,084,324Net Income 2024: $68,2822024

Highlighted filing

2017

Revenue$1,485,749
Expenses$1,485,031
Net Income$718
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$1,489,409
Mission and Program Overview

Mission

To operate a 40-unit assisted living facility for seniors. Over 60% of the residents are on medicaid. The remainder are private pay residents. Rates are set based on market rates in the port angeles area, and are necessary to make the organization viable.

To operate a 40-unit assisted living facility for seniors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,053,461$1,926,004▼ $127,457
Savings and Temporary Cash Investments$35,722$113,587▲ $77,865
Cash and Non-Interest-Bearing Accounts$107,709$112,959▲ $5,250
Accounts Receivable$78,965$49,944▼ $29,021
Prepaid Expenses and Deferred Charges$12,032$20,713▲ $8,681
Total Assets$2,287,889$2,223,207▼ $64,682
Liabilities
Tax Exempt Bond Liabilities$1,620,884$1,529,981▼ $90,903
Unsecured Notes Loans Payable$555,174$575,256▲ $20,082
Accounts Payable and Accrued Expenses$63,580$66,782▲ $3,202
Other Liabilities$8,415$7,052▼ $1,363
Deferred Revenue$756$4,338▲ $3,582
Total Liabilities$2,248,809$2,183,409▼ $65,400
Net Assets / Fund Balance
Temporarily Rstr Net Assets$45,840$104,048▲ $58,208
Unrestricted Net Assets$-6,760$-64,250▼ $57,490
Total Net Assets Fund Balance$39,080$39,798▲ $718
Total Liabilities and Net Assets / Fund Balance$2,287,889$2,223,207▼ $64,682

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,524,786$1,826,632$3,351,418
Equipment$147,632$477,078$624,710
Land$253,586-$253,586
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleOtherTotal
Beverly MainePresident/CEO$151,491$151,491

Board Members and Trustees

NameTitle
Betty MarshallChairman
Heidi SimpsonBoard Member
Jane GieseBoard Member
Sally WinternitzTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$111,463
Program Service Revenue
$1,357,535
Investment Income
$49
Other Revenue
$16,702
All Other Contributions
$107,163
Change in Net Assets
$718
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$904,349
Other Expenses$580,682
Total Fundraising Expense$19,599
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$612,904$71,519$10,930$695,353
Depreciation Depletion$144,495--$144,495
Other Employee Benefits$112,613$23,068-$135,681
Occupancy$101,365$3,153-$104,518
Fees for Services Management-$66,858$7,429$74,287
Payroll Taxes$57,295$9,622$1,228$68,145
Interest$47,847$5,000-$52,847
Insurance-$32,398-$32,398
Fees for Services Other$22,411--$22,411
Fees for Services Accounting-$8,250-$8,250
Information Technology$6,855$646-$7,501
Other Expenses$36$6,961-$6,997
Travel$4,033$1,871-$5,904
Office Expenses$6$5,797-$5,803
Pension Plan Contributions$3,377$1,793-$5,170
Conferences and Meetings$487$977-$1,464
Advertising$510$250$12$772
Fees for Services Legal-$125-$125
Total Functional Expenses$1,222,725$242,707$19,599$1,485,031
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,563
Fundraising Direct Expenses$3,660
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oktoberfest$17,863$13,563$3,660$9,903
Total Events$17,863$13,563$3,660$9,903
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$7,052
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
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
No

Governance Explanations

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

“Draft tax return distributed at board meeting for review and approval.”

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

“Conflict of interest policy and whistle blower policy are currently retained at the main office and are reviewed annually to ensure that there are no conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
ST ANDREW'S RETIREMENT COMMUNITY
EIN
94-3160031
Phone
3603770113
Address
703 CALLAHAN DRIVE, BREMERTON, WA 98310

Signing Officer

Name
Beverly Maine
Title
President and CEO
Phone
3603770113
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beverly Maine
Formed
1997
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
4
Employees
44
Volunteers
1,624

Preparer

Firm
Johnson Stone & Pagano Ps
Address
1501 REGENTS BLVD SUITE 100, FIRCREST, WA 98466
Preparer
Jason W Clapp
Phone
2535667070
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

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

Raw XML AppendixShowing 400 of 509 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt063580
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt066782
IRS990/AccountsReceivableGrp/BOYAmt078965
IRS990/AccountsReceivableGrp/EOYAmt049944
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO OPERATE A 40-UNIT ASSISTED LIVING FACILITY FOR SENIORS.
IRS990/AdvertisingGrp/FundraisingAmt012
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0250
IRS990/AdvertisingGrp/ProgramServicesAmt0510
IRS990/AdvertisingGrp/TotalAmt0772
IRS990/AllOtherContributionsAmt0107163
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BEVERLY MAINE
IRS990/BooksInCareOfDetail/PhoneNum03603770113
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0703 CALLAHAN DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0BREMERTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098310
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0107709
IRS990/CashNonInterestBearingGrp/EOYAmt0112959
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0977
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0487
IRS990/ConferencesMeetingsGrp/TotalAmt01464
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt04300
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0111463
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt049
IRS990/CYOtherExpensesAmt0580682
IRS990/CYOtherRevenueAmt016702
IRS990/CYProgramServiceRevenueAmt01357535
IRS990/CYRevenuesLessExpensesAmt0718
IRS990/CYSalariesCompEmpBnftPaidAmt0904349
IRS990/CYTotalExpensesAmt01485031
IRS990/CYTotalFundraisingExpenseAmt019599
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01485749
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0756
IRS990/DeferredRevenueGrp/EOYAmt04338
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0144495
IRS990/DepreciationDepletionGrp/TotalAmt0144495
IRS990/Desc0TO PROVIDE ASSISTED LIVING FOR SENIORS, INCLUDING FOOD SERVICE, STAFF NURSES, SECURITY AND SOCIAL ACTIVITIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt044
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01222725
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08250
IRS990/FeesForServicesAccountingGrp/TotalAmt08250
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0125
IRS990/FeesForServicesLegalGrp/TotalAmt0125
IRS990/FeesForServicesManagementGrp/FundraisingAmt07429
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt066858
IRS990/FeesForServicesManagementGrp/TotalAmt074287
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt022411
IRS990/FeesForServicesOtherGrp/TotalAmt022411
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt426232
IRS990/Form990PartVIISectionAGrp/PersonNm0BETTY MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm1HEIDI SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm2JANE GIESE
IRS990/Form990PartVIISectionAGrp/PersonNm3SALLY WINTERNITZ
IRS990/Form990PartVIISectionAGrp/PersonNm4BEVERLY MAINE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4125259
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT/CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt04300
IRS990/FundraisingDirectExpensesAmt03660
IRS990/FundraisingGrossIncomeAmt013563
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01489409
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0646
IRS990/InformationTechnologyGrp/ProgramServicesAmt06855
IRS990/InformationTechnologyGrp/TotalAmt07501
IRS990/InsuranceGrp/ManagementAndGeneralAmt032398
IRS990/InsuranceGrp/TotalAmt032398
IRS990/InterestGrp/ManagementAndGeneralAmt05000
IRS990/InterestGrp/ProgramServicesAmt047847
IRS990/InterestGrp/TotalAmt052847
IRS990/InvestmentIncomeGrp/ExclusionAmt049
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt049
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02303710
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02053461
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01926004
IRS990/LandBldgEquipCostOrOtherBssAmt04229714
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt06799
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt06799
IRS990/MissionDesc0TO OPERATE A 40-UNIT ASSISTED LIVING FACILITY FOR SENIORS. OVER 60% OF THE RESIDENTS ARE ON MEDICAID AND THE REMAINDER ARE PRIVATE PAY RESIDENTS. RATES ARE SET BASED ON MARKET RATES IN THE PORT ANGELES AREA AND ARE NECESSARY TO MAKE THE ORGANIZATION VIABLE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt039080
IRS990/NetAssetsOrFundBalancesEOYAmt039798
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt09903
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt09903
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03153
IRS990/OccupancyGrp/ProgramServicesAmt0101365
IRS990/OccupancyGrp/TotalAmt0104518
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05797
IRS990/OfficeExpensesGrp/ProgramServicesAmt06
IRS990/OfficeExpensesGrp/TotalAmt05803
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt023068
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0112613
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0135681
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1FEES AND LICENSES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03985
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1434
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26961
IRS990/OtherExpensesGrp/ProgramServicesAmt096797
IRS990/OtherExpensesGrp/ProgramServicesAmt14581
IRS990/OtherExpensesGrp/ProgramServicesAmt27113
IRS990/OtherExpensesGrp/ProgramServicesAmt336
IRS990/OtherExpensesGrp/TotalAmt096797
IRS990/OtherExpensesGrp/TotalAmt18566
IRS990/OtherExpensesGrp/TotalAmt27547
IRS990/OtherExpensesGrp/TotalAmt36997
IRS990/OtherLiabilitiesGrp/BOYAmt08415
IRS990/OtherLiabilitiesGrp/EOYAmt07052
IRS990/OtherRevenueTotalAmt06799
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010930
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt071519
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0612904
IRS990/OtherSalariesAndWagesGrp/TotalAmt0695353
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01228
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09622
IRS990/PayrollTaxesGrp/ProgramServicesAmt057295
IRS990/PayrollTaxesGrp/TotalAmt068145
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01793
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03377
IRS990/PensionPlanContributionsGrp/TotalAmt05170
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012032
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020713
IRS990/PrincipalOfficerNm0BEVERLY MAINE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENTS' RENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01357535
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01357535
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt063624
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-1078
IRS990/PYOtherExpensesAmt0567212
IRS990/PYOtherRevenueAmt016092
IRS990/PYProgramServiceRevenueAmt01294808
IRS990/PYRevenuesLessExpensesAmt01633
IRS990/PYSalariesCompEmpBnftPaidAmt0804601
IRS990/PYTotalExpensesAmt01371813
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01373446
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0718
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01364334
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035722
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0113587
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0107163
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt063624
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt059840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029521
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0307939
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt049
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01371738
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01304707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01276801
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01334121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01313220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06600587
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt049
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0206
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt06799
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt06193
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt08595
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt08885
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt06261
IRS990ScheduleA/OtherIncome509Grp/TotalAmt036733
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99470
IRS990ScheduleA/PublicSupportPY509Pct00.99460
IRS990ScheduleA/PublicSupportTotal509Amt06908526
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01478901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01368331
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01336641
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01381912
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01342741
IRS990ScheduleA/Total509Grp/TotalAmt06908526
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01485749
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01374571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01345274
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01390847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01349024
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06945465
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01524786
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01826632
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03351418
IRS990ScheduleD/EquipmentGrp/BookValueAmt0147632
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0477078
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0624710
IRS990ScheduleD/LandGrp/BookValueAmt0253586
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0253586
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07052
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01926004
IRS990ScheduleD/TotalLiabilityAmt07052
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt04300
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04300
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03660
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OKTOBERFEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017863
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017863
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013563
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09903
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03660
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03660
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT TAX RETURN DISTRIBUTED AT BOARD MEETING FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY AND WHISTLE BLOWER POLICY ARE CURRENTLY RETAINED AT THE MAIN OFFICE AND ARE REVIEWED ANNUALLY TO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EPISCOPAL RETIREMENT COMMUNITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1EPISCOPAL RETIREMENT COMMUNITIES FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0911094735
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1912131903
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RETIREMENT COMMUNITY FOR SENIORS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FUNDRAISING TO SUPPORT COMMUNITIES OF EPISCOPAL RETIREMENT COMMUNITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0TP 1 SUPPORT ORG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0703 CALLAHAN DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1857 CALLAHAN DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BREMERTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BREMERTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd098310
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd198310
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt077287
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1575256
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2205000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt3225082
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt45000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST OF SERVICE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1LOAN BALANCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3EXPENSES INCURRED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt4INTEREST PAID

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,223,207
Liabilities
$2,183,409
Net assets
$39,798
Revenue
$1,485,749
Expenses
$1,485,031
Net income
$718
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$1.77$0.16$2.15$2.08$0.07
2023Summary only. Only limited summary data is available for this year.$2.01$1.92$0.09$1.97$1.93$0.05
2022Summary only. Only limited summary data is available for this year.$2.02$1.97$0.05$1.77$1.74$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$2.03$0.02$1.74$1.78$0.03
2020Summary only. Only limited summary data is available for this year.$2.05$2.00$0.05$1.90$1.88$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$2.14$0.03$1.59$1.61$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$2.12$0.05$1.55$1.54$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.22$2.18$0.04$1.49$1.49$0.00
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$2.25$0.04$1.37$1.37$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.40$2.36$0.04$1.35$1.34$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.50$2.47$0.04$1.39$1.33$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.51$2.54$0.02$1.33$1.23$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$2.67$0.13$1.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$2.81$0.22$1.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$2.90$0.23$1.32