GRACE BRETHREN VILLAGE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GRACE BRETHREN VILLAGE INC (EIN 23-7085581)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349308100
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T15:41:07-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 W DOROTHY LN | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45439 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237085581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRACE BRETHREN VILLAGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAC | BusinessNameControlTxt |
| Phone | 9378364011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 TAYWOOD ROAD | AddressLine1 |
| City | ENGLEWOOD | City |
| State | OH | State |
| ZIP Code | 45322 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MONTGOMERY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9378364011 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN O CRIM | PreparerPersonNm |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL MONTGOMERY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 TAYWOOD ROAD | AddressLine1 |
| City | ENGLEWOOD | City |
| State | OH | State |
| ZIP Code | 45322 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,854,758 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GBVILLAGE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A CONTINUUM OF CARE FOR OLDER ADULTS IN A SAFE, NURTURING CHRISTIAN ENVIRONMENT INCLUDING SKILLED AND INTERMEDIATE HEALTHCARE AS WELL AS ASSISTED LIVING AND INDEPENDENT LIVING | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 109 | TotalEmployeeCnt |
| Total Volunteers | 93 | TotalVolunteersCnt |
| Total Gross UBI | $2,935 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,935 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,379 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,771 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,016,995 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,812,679 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,882 | PYInvestmentIncomeAmt |
| CY Investment Income | $35,968 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,644 | PYOtherRevenueAmt |
| CY Other Revenue | $2,935 | CYOtherRevenueAmt |
| PY Total Revenue | $4,061,900 | PYTotalRevenueAmt |
| CY Total Revenue | $3,854,353 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,179,054 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,978,736 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,626,315 | PYOtherExpensesAmt |
| CY Other Expenses | $1,623,412 | CYOtherExpensesAmt |
| PY Total Expenses | $3,805,369 | PYTotalExpensesAmt |
| CY Total Expenses | $3,602,148 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $256,531 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $252,205 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,614,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,514,822 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,963,585 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,564,180 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,650,811 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,950,642 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO FOSTER, MAINTAIN, AND OPERATE A CHRISTIAN RETIREMENT COMMUNITY AND TO PROVIDE SERVICES WHICH ENHANCE PHYSICAL, MENTAL, AND SPIRITUAL WELL-BEING ENABLING PERSONS TO LIVE SECURELY WITH DIGNITY, CONTINUING TO LOVE, LEARN, AND ACHIEVE PERSONAL FULFILLMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,181,874 | ExpenseAmt |
| Revenue | $3,812,679 | RevenueAmt |
| Desc | GRACE BRETHREN VILLAGE (GBV) IS A FAITH-BASED NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY. GBV HAS BEEN SERVING AREA SENIORS WITH HOUSING AND SERVICES FOR INDEPENDENT LIVING, ASSISTED LIVING AND SKILLED NURSING SINCE 1971. OUR GOAL IS MUCH GREATER THAN TO PROVIDE JUST HOUSING AND SERVICES TO OUR RESIDENTS. OUR GOAL IS TO EXEMPLIFY THE VALUES OF THE CHRISTIAN TRADITION WHILE FULFILLING RESIDENTS' PHYSICAL, INTELLECTUAL, SOCIAL, EMOTIONAL AND SPIRITUAL NEEDS. THE CAMPUS CONSISTS OF A 50-BED NURSING HOME AND FOUR UNITS ARE ASSISTED-LIVING APARTMENTS, IN ADDITION TO 77 INDEPENDENT-LIVING UNITS. DURING 2006, THE ORGANIZATION BECAME DUALLY CERTIFIED FOR MEDICAID AND MEDICARE FOR 45 NURSING HOME BEDS. | Desc |
| Total Program Service Expenses | $3,181,874 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 109 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL MONTGOMERY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9378364011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 TAYWOOD ROAD | AddressLine1 |
| City | ENGLEWOOD | City |
| State | OH | State |
| ZIP Code | 45322 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRUCE MCKENZIE | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RONALD WYSS | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH PATTERSON | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT FOOTE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM MIHOJEVICH | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG RYERSON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAN BRUMBAUGH | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANET RADER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM STUMP | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MONTGOMERY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $91,604 | $0 | $31 | |
| PAMELA JONES | ||||||
| DIRECTOR OF NURSING | 40.00 | Yes (X) | $83,040 | $0 | $7,247 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $174,644 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,278 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRETHREN RETIREMENT COMMUNITY | |||||
| 750 CHESTNUT STREET | GREENVILLE | OH | 45331 | BUSINESS OFFICE & IT SERVICES | $128,446 |
| CONCEPT REHAB | |||||
| 7150 GRANITE CIRCLE | TOLEDO | OH | 43617 | THERAPY SERVICES | $114,886 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,771 | AllOtherContributionsAmt |
| Total Contributions | $2,771 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT SERVICES | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $3,812,679 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,812,679 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,812,679 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,968 | TotalRevenueColumnAmt |
| Exclusion | $35,968 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,340 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $405 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,935 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,935 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,935 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,854,353 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,812,679 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,935 | UnrelatedBusinessRevenueAmt |
| Exclusion | $35,968 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,922 | TotalAmt |
| Program Services | $154,634 | ProgramServicesAmt |
| Management And General | $27,288 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,409,735 | TotalAmt |
| Program Services | $1,338,022 | ProgramServicesAmt |
| Management And General | $71,713 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,055 | TotalAmt |
| Program Services | $165,836 | ProgramServicesAmt |
| Management And General | $4,219 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,024 | TotalAmt |
| Program Services | $179,690 | ProgramServicesAmt |
| Management And General | $37,334 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,015 | TotalAmt |
| Management And General | $21,015 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,496 | TotalAmt |
| Management And General | $4,496 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,429 | TotalAmt |
| Program Services | $9,616 | ProgramServicesAmt |
| Management And General | $2,813 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,258 | TotalAmt |
| Program Services | $180,803 | ProgramServicesAmt |
| Management And General | $49,455 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,801 | TotalAmt |
| Program Services | $218,801 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535 | TotalAmt |
| Program Services | $145 | ProgramServicesAmt |
| Management And General | $390 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,067 | TotalAmt |
| Management And General | $58,067 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,879 | TotalAmt |
| Program Services | $322,481 | ProgramServicesAmt |
| Management And General | $9,398 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,684 | TotalAmt |
| Management And General | $84,684 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACT SERVICES | $312,789 | $295,078 | $17,711 |
| FRANCHISE & INCOME TAX | $217,375 | $217,375 | |
| REPAIRS & MAINTENANCE | $98,201 | $98,201 | |
| MISCELLANEOUS | $30,488 | $30,488 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,395 | TotalAmt |
| Program Services | $1,192 | ProgramServicesAmt |
| Management And General | $1,203 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,602,148 | TotalAmt |
| Program Services | $3,181,874 | ProgramServicesAmt |
| Management And General | $420,274 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,583 | BOYAmt |
| EOY | $450,170 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,062 | BOYAmt |
| EOY | $267,683 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,896 | BOYAmt |
| EOY | $2,447 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,706 | BOYAmt |
| EOY | $13,494 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,352,053 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,209,603 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,348,893 | BOYAmt |
| EOY | $5,142,450 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,356 | BOYAmt |
| EOY | $620,678 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,900 | BOYAmt |
| EOY | $17,900 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,614,396 | BOYAmt |
| EOY | $6,514,822 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,027 | BOYAmt |
| EOY | $399,982 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,137,023 | BOYAmt |
| EOY | $2,839,993 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,617 | BOYAmt |
| EOY | $2,947 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,195,561 | BOYAmt |
| EOY | $1,144,759 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,357 | BOYAmt |
| EOY | $176,499 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,963,585 | BOYAmt |
| EOY | $4,564,180 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,513,743 | BOYAmt |
| EOY | $1,810,813 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,068 | BOYAmt |
| EOY | $39,829 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,650,811 | BOYAmt |
| EOY | $1,950,642 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,614,396 | BOYAmt |
| EOY | $6,514,822 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $252,205 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $47,626 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,798 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,391 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,841 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,771 | CurrentTaxYearAmt |
| Total | $87,180 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,151,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,734,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,921,935 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,016,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,812,679 | CurrentTaxYearAmt |
| Total | $19,637,336 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,157,935 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,784,981 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,926,776 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,039,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,815,450 | CurrentTaxYearAmt |
| Total | $19,724,516 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $19,724,516 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,504 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,968 | CurrentTaxYearAmt |
| Total | $116,587 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,504 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,968 | CurrentTaxYearAmt |
| Total | $116,587 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,734 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,644 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,935 | CurrentTaxYearAmt |
| Total | $7,856 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,178,173 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,807,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,949,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,060,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,853,353 | CurrentTaxYearAmt |
| Total | $19,848,959 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99370 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99400 | PublicSupportPY509Pct |
| Investment Income CY | 0.00590 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00560 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,558 | OtherCostOrOtherBasisAmt |
| Book Value | $39,558 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,063,226 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,260,775 | DepreciationAmt |
| Book Value | $4,802,451 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $808,982 | OtherCostOrOtherBasisAmt |
| Depreciation | $609,822 | DepreciationAmt |
| Book Value | $199,160 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $440,287 | OtherCostOrOtherBasisAmt |
| Depreciation | $339,006 | DepreciationAmt |
| Book Value | $101,281 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,142,450 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUNDS | Desc |
| Book Value | $620,678 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $620,678 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST REPORT SETTLEMENTS PAYABLE | Desc |
| Amt | $176,499 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $176,499 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,901,979 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $47,626 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $47,626 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,854,353 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,854,353 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,602,148 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,602,148 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,602,148 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HOLDS DEPOSITS FROM RESIDENTS TO BE USED BY THE RESIDENTS FOR INCIDENTAL EXPENSES. |
| PART X, LINE 2: | A PROVISION FOR INCOME TAXES HAS NOT BEEN INCLUDED IN THE FINANCIAL STATEMETNS SINCE THE ORGANIZATION HAS RECEIVED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE A SEPARATE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FORM 990 WILL BE MADE AVAILABLE TO THE BOARD |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD OF TRUSTEES SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY |
| FORM 990, PART VI, SECTION B, LINE 15A | REVIEWED BY THE FINANCE COMMITTEE WITH FINAL APPROVAL BY THE BOARD OF TRUSTEES |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST |
| FORM 990, PART XII, LINE 2C: | THE PROCESS BY WHICH THE ORGANIZATION SELECTS AN INDEPENDENT ACCOUNTANT TO CONDUCT ITS AUDIT HAS NOT CHANGED SINCE THE PRIOR YEAR |