SPOKANE UNITED METHODIST HOMES: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SPOKANE UNITED METHODIST HOMES (EIN 91-0715658)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2013-10-15
- IRS object ID
- 201332889349301138
- Schema version
- 2012v2.3
- 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) |
|---|---|---|
| Timestamp | 2013-10-15T16:29:27-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DINGUS ZARECOR & ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12015 E MAIN STE A | AddressLine1 |
| City | SPOKANE VALLEY | City |
| State | WA | State |
| ZIP Code | 99206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910715658 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPOKANE UNITED METHODIST HOMES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SPOK | NameControl |
| Phone | 5095366650 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2903 E 25TH AVENUE SUITE OFC | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99223 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES A MAXWELL | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 5095366650 | Phone |
| Date Signed | 2013-10-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS DINGUS | Name |
| Phone | 5092420874 | Phone |
| Date Prepared | 2013-10-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKWOOD RETIREMENT COMMUNITIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ALAN CURRYER CEO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2903 E 25TH AVENUE SUITE OFC | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22143956 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ROCKWOODRETIREMENT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | DEDICATED TO PROVIDING SERVICES AND HOUSING TO OLDER ADULTS WITH A COMMITMENT TO EXCELLENCE IN PROMOTING INDEPENDENCE, WELLNESS, AND LIFELONG VITALITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 467 | TotalNbrEmployees |
| Total Nbr Volunteers | 213 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 92330 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 402263 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18907414 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19390482 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 769580 | InvestmentIncomePriorYear |
| Investment Income Current Year | 842361 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 325537 | OtherRevenuePriorYear |
| Other Revenue Current Year | 275219 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20094861 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20910325 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 399 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10270672 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11060728 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 65902 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10101578 | OtherExpensePriorYear |
| Other Expenses Current Year | 10157534 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20372649 | TotalExpensesPriorYear |
| Total Expenses Current Year | 21218262 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -277788 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -307937 | RevenuesLessExpensesCY |
| Total Assets BOY | 75915563 | TotalAssetsBOY |
| Total Assets EOY | 78470989 | TotalAssetsEOY |
| Total Liabilities BOY | 83713338 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 84863515 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -7797775 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -6392526 | NetAssetsOrFundBalancesEOY |
| Mission Description | DEDICATED TO PROVIDING SERVICES AND HOUSING TO OLDER ADULTS WITH A COMMITMENT TO EXCELLENCE IN PROMOTING INDEPENDENCE, WELLNESS, AND LIFELONG VITALITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 18071199 | Expense |
| Revenue | 19390482 | Revenue |
| Description | SPOKANE UNITED METHODIST HOMES, DBA ROCKWOOD RETIREMENT COMMUNITIES (SUMH), ASSISTS ELDERLY PERSONS, INCLUDING THOSE WHO LACK ADEQUATE FINANCIAL MEANS TO PROVIDE FOR THEMSELVES, WITH FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS OF THE AGED, AND TO CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING. SUMH OPERATES IN TWO LOCATIONS OR DIVISIONS, ROCKWOOD SOUTH AND ROCKWOOD AT HAWTHORNE, EACH OF WHICH PROVIDES DWELLINGS, APARTMENTS, AND A HEALTH CENTER FOR RESIDENTS. DURING THE YEAR ENDED MAY 31, 2013, SUMH SERVED 570 RESIDENTS AND PROVIDED 186,742 DAYS OF RESIDENT SERVICES TO AGING ADULTS. 20,925 OF THESE DAYS RELATED TO SKILLED NURSING CARE. | Description |
| Total Program Service Expense | 18071199 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 36 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 467 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES MAXWELL | NamePerson |
| Telephone Number | 5095366650 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2903 E 25TH AVENUE SUITE OFC | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99223 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| CAMILLA MOUNTS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOYCE JOHNSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEAN JALUFKA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV DALE COCKRUM | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MINA GOKEE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DENNIS KIFER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | 0.25 | |
| ELIZABETH SZOMBATHY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JODY HAMILTON | |||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| CONNIE MILTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM MOORE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GREG PLUMMER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN RICHARDS | |||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | 0.25 | X |
| KEITH GEHR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN BARBER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BOB MCDONALD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN BARBER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALAN CURRYER | |||||||
| CEO | 45.00 | 173070 | 0 | 15431 | 5.00 | X | |
| JAMES MAXWELL | |||||||
| CFO | 44.00 | 123640 | 0 | 12401 | 8.00 | X | |
| JAAK JUHKENTAAL | |||||||
| COO | 38.00 | 115477 | 0 | 11901 | 2.00 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 412187 | TotalReportableCompFromOrg |
| Total Other Compensation | 39733 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXHO MARRIOTT SERVICES | |||||
| P O BOX 43283 | LOS ANGELES | CA | 900883283 | FOOD SERVICES | 1478452 |
| NAC ARCHITECTURE | |||||
| 1203 W RIVERSIDE AVE | SPOKANE | WA | 992011107 | ARCHITECT | 988808 |
| WALKER CONSTRUCTION INC | |||||
| PO BOX 3901 | SPOKANE | WA | 99220 | CONSTRUCTION | 536325 |
| DAVE LARGENT HOMES INC | |||||
| 1402 N RIVER VISTA | SPOKANE | WA | 99224 | CONSTRUCTION | 523896 |
| INFINITY REHAB | |||||
| M/S 24 PO BOX 5700 | PORTLAND | OR | 97228 | RESIDENT REHAB | 406544 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Related Organizations | 402263 | RelatedOrganizations |
| Total Contributions | 402263 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| HEALTH SVS & CHARGES | 623000 | 10650291 | 10650291 |
| MONTHLY SERVICE FEES | 623000 | 5947225 | 5947225 |
| LIFE TENANCY CONTRACTS | 623000 | 2792966 | 2792966 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19390482 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 369930 | TotalRevenueColumn |
| Exclusion | $369,930 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 79480 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 79480 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79480 | TotalRevenueColumn |
| Exclusion | $79,480 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1699962 | Securities |
| Other | 6100 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1230977 | Securities |
| Other | 2654 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 468985 | Securities |
| Other | 3446 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 472431 | TotalRevenueColumn |
| Exclusion | $472,431 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| FOOD SERVICE REVENUE | 722320 | 103883 | $103,883 |
| HOUSEKEEPING FEE REVENUE | 812900 | 45635 | $45,635 |
| BEAUTY SHOP REVENUE | 900099 | 22669 | $22,669 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23552 | TotalRevenueColumn |
| Exclusion | $23,552 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 195739 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20910325 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19390482 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,117,580 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473527 | Total |
| Management And General | 473527 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8259664 | Total |
| Program Services | 6257040 | ProgramServices |
| Management And General | 1955156 | ManagementAndGeneral |
| Fundraising | 47468 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 587452 | Total |
| Program Services | 346554 | ProgramServices |
| Management And General | 234724 | ManagementAndGeneral |
| Fundraising | 6174 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 850739 | Total |
| Program Services | 679574 | ProgramServices |
| Management And General | 170810 | ManagementAndGeneral |
| Fundraising | 355 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 889346 | Total |
| Program Services | 564971 | ProgramServices |
| Management And General | 320801 | ManagementAndGeneral |
| Fundraising | 3574 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17338 | Total |
| Management And General | 17338 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76800 | Total |
| Management And General | 76800 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95684 | Total |
| Management And General | 95684 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2080668 | Total |
| Program Services | 1840739 | ProgramServices |
| Management And General | 239899 | ManagementAndGeneral |
| Fundraising | 30 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180635 | Total |
| Program Services | 2871 | ProgramServices |
| Management And General | 177764 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 529337 | Total |
| Program Services | 137315 | ProgramServices |
| Management And General | 391689 | ManagementAndGeneral |
| Fundraising | 333 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1771888 | Total |
| Program Services | 1732951 | ProgramServices |
| Management And General | 38937 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65812 | Total |
| Program Services | 12322 | ProgramServices |
| Management And General | 50016 | ManagementAndGeneral |
| Fundraising | 3474 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30557 | Total |
| Program Services | 7565 | ProgramServices |
| Management And General | 22992 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1540866 | Total |
| Program Services | 1463666 | ProgramServices |
| Management And General | 77200 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2755448 | Total |
| Program Services | 2677059 | ProgramServices |
| Management And General | 78389 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233438 | Total |
| Program Services | 164427 | ProgramServices |
| Management And General | 69011 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER EXPENSE | 527563 | 110549 | 412520 | 4494 |
| MEDICAL & PHARMACEUTICAL | 251500 | 251500 | ||
| ALLOCATED INDIRECT COST | 1822096 | -1822096 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21218262 | Total |
| Program Services | 18071199 | ProgramServices |
| Management And General | 3081161 | ManagementAndGeneral |
| Fundraising | 65902 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 573672 | BOY |
| EOY | 271298 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3528738 | BOY |
| EOY | 4217349 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396063 | BOY |
| EOY | 431761 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43450 | BOY |
| EOY | 43450 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 701868 | BOY |
| EOY | 692965 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 97947335 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 38295404 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57250556 | BOY |
| EOY | 59651931 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10459429 | BOY |
| EOY | 10700522 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 1000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2960787 | BOY |
| EOY | 2460713 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75915563 | BOY |
| EOY | 78470989 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2287692 | BOY |
| EOY | 3186112 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44342876 | BOY |
| EOY | 46210528 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24900000 | BOY |
| EOY | 24680000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4075000 | BOY |
| EOY | 3330000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8107770 | BOY |
| EOY | 7456875 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83713338 | BOY |
| EOY | 84863515 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -7797775 | BOY |
| EOY | -6392526 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -7797775 | BOY |
| EOY | -6392526 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75915563 | BOY |
| EOY | 78470989 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -307937 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 721094 | ReconciliationUnrealizedInvest |
| Reconcilation Prior Adjustment | -1062397 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 2054489 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 65796 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 105404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 97112 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 92330 | CurrentTaxYearMinus1Year |
| Current Tax Year | 402263 | CurrentTaxYear |
| Total | 762905 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16856549 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17367438 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17986949 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18907414 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19390482 | CurrentTaxYear |
| Total | 90508832 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16922345 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17472842 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18084061 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18999744 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19792745 | CurrentTaxYear |
| Total | 91271737 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 91271737 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -101484 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 881246 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1169599 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 844069 | CurrentTaxYearMinus1Year |
| Current Tax Year | 918395 | CurrentTaxYear |
| Total | 3711825 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -101484 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 881246 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1169599 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 844069 | CurrentTaxYearMinus1Year |
| Current Tax Year | 918395 | CurrentTaxYear |
| Total | 3711825 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 305448 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 361332 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 484472 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 253494 | CurrentTaxYearMinus1Year |
| Current Tax Year | 195739 | CurrentTaxYear |
| Total | 1600485 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17126309 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18715420 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19738132 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20097307 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20906879 | CurrentTaxYear |
| Total | 96584047 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94500 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94050 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3229587 | OtherCostOrOtherBasis |
| Book Value | 3229587 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 73422411 | OtherCostOrOtherBasis |
| Depreciation | 30738404 | Depreciation |
| Book Value | 42684007 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6017430 | OtherCostOrOtherBasis |
| Depreciation | 4455751 | Depreciation |
| Book Value | 1561679 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15277907 | OtherCostOrOtherBasis |
| Depreciation | 3101249 | Depreciation |
| Book Value | 12176658 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 59651931 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE SWAP PAYABLE | $4,111,100 |
| DEPOSITS | $2,218,929 |
| PENSION PAYABLE | $1,005,146 |
| GIFT ANNUITIES INTEREST TO FOUNDATN | $89,341 |
| GIFT ANNUITIES | $32,359 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7456875 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LIABILITY UNDER FIN 48 FOOTNOTE | Identifier |
| Return Reference | SCHEDULE D, PAGE 3, PART X | ReturnReference |
| Explanation | THE CORPORATION IS QUALIFIED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAX IS NECESSARY. THE CORPORATION EVALUATES UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF MAY 31, 2013 AND 2012 THE CORPORATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ALAN CURRYER | NamePerson |
| Title | CEO | Title |
| Base Compensation Filing Org | 173070 | BaseCompensationFilingOrg |
| Nontaxable Benefits Filing Org | 15431 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 188501 | TotalCompensationFilingOrg |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FRINGE OR EXPENSE EXPLANATION | Identifier |
| Return Reference | SCHEDULE J, PAGE 1, PART I, LINE 1A | ReturnReference |
| Explanation | THE BOARD OF TRUSTEES AUTHORIZES ROCKWOOD RETIREMENT COMMUNITIES TO PAY FOR THE CEO'S MEMBERSHIP IN THE SPOKANE CLUB AS A REPRESENTATIVE OF ROCKWOOD RETIREMENT COMMUNITIES. THE CLUB IS A SOCIAL, BUSINESS, AND FITNESS CLUB FOR MEMBERS ONLY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ADDITIONAL INFORMATION | FORM 990 | THE BOARD OF DIRECTORS OF SUMH IS ACTIVELY INVOLVED IN THE APPLEWAY COURT 202 AND APPLEWAY COURT II AFFORDABLE HOUSING PROJECTS. THE AFFORDABLE HOUSING PROJECTS FURTHER SUMH'S PURPOSES BY PROVIDING RESIDENTIAL LIVING UNITS TO ELDERLY PEOPLE WHO LACK ADEQUATE FINANCIAL MEANS TO PROVIDE FOR THEMSELVES. |
| SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS | FORM 990, PAGE 6, PART VI, LINE 4 | CHANGES WERE MADE TO THE ARTICLES OF INCORPORATION AND BYLAWS TO REFLECT NO MEMBERS IN THE ORGANIZATION. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE 990 IS PROVIDED TO THE CHIEF FINANCIAL OFFICER, WHO REVIEWS THE FORM, SCHEDULES, AND RELATED ATTACHMENTS. ANY COMMENTS OR QUESTIONS ARE ADDRESSED WITH THE PREPARER AND A REVISED DRAFT IS DISTRIBUTED TO THE BOARD OF TRUSTEES. THE TRUSTEES ARE THEN GIVEN TIME TO SEND IN COMMENTS AND QUESTIONS. ONCE THE BOARD AND MANAGEMENT ARE SATISFIED WITH THE 990, THE CFO SIGNS THE FORM 8879-EO AUTHORIZING THE PREPARER TO E-FILE THE RETURN. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION ANNUALLY DISTRIBUTES A COPY OF ITS CONFLICTS OF INTEREST POLICY FOR THE BOARD MEMBERS TO REVIEW, DISCLOSE ANY POTENTIAL CONFLICTS, AND SIGN. IN ADDITION, ALL EMPLOYEES, OFFICERS, AND MEMBERS OF THE BOARD OF TRUSTEES ARE OBLIGATED TO DISCLOSE IN WRITING TO THE CHIEF EXECUTIVE OFFICER OR THE BOARD OF TRUSTEES THE NATURE AND EXTENT OF ANY DIRECT OR INDIRECT INTEREST ANY SUCH PERSON OR ANY MEMBER OF HIS OR HER IMMEDIATE FAMILY HAS IN ANY ENTITY DOING BUSINESS WITH THE CORPORATION OR HAVING ANY FINANCIAL INTEREST IN ANY DEALINGS WITH THE CORPORATION. THE BOARD'S GOVERNANCE COMMITTEE MONITORS AND ENFORCES COMPLIANCE BY REQUESTING AN AD HOC COMMITTEE TO REVIEW ANY CONFLICTS AND PRESENT A RESOLUTION TO THE BOARD. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF TRUSTEES USES DATA FROM THE AAHSA-CEMO LEADERSHIP COMPENSATION SURVEY AND FROM OTHER ENTITIES IN THE SAME AND SIMILAR INDUSTRIES TO DETERMINE THE CEO'S COMPENSATION. THE BOARD'S EXECUTIVE COMMITTEE IS IN CHARGE OF THIS PROCESS AND MAKES THE FINAL DECISION ON THE CEO'S COMPENSATION. THE BOARD AS A WHOLE THEN REVIEWS THIS DECISION. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THE CEO USES THE ORGANIZATION'S BUDGETING PROCESS, THE AAHSA-CEMO LEADERSHIP COMPENSATION SURVEY, AND COMPARISON TO OTHER ORGANIZATION TO DETERMINE THE COO AND CFO COMPENSATION. THE BOARD OF TRUSTEES MUST THEN GIVE FINAL APPROVAL OF THE BUDGET, WHICH INCLUDES THE CFO AND COO COMPENSATION. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | SUMH MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| RECONCILIATION OF CHANGES - OTHER | FORM 990, PART XI, LINE 9 | INTEREST RATE SWAP GAIN/LOSS 1,363,000 CHANGE IN PENSION VALUATION 691,489 INVESTMENT MANAGEMENT FEES -95,684 INVESTMENT MANAGEMENT FEES 95,684 |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 9 | INTEREST RATE SWAP GAIN/LOSS 1,363,000 PENSION CHANGE IN VALUE 691,489 ========== TOTAL 2,054,489 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROCKWOOD RESIDENTS' FOUNDATION | |||||||||||
| 2903 E 25TH AVENUE SUITE OFC | SPOKANE | WA | 99223 | 911472275 | FUNDRAISIN | WA | 501C3 | 11A | N/A | false | |
| APPLEWAY COURT 202 | |||||||||||
| 2903 E 25TH AVENUE SUITE OFC | SPOKANE | WA | 99223 | 264423348 | HOUSING | WA | 501C3 | 7 | false | SUMH | |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|
| APPLEWAY COURT II AFFORDABLE HOUSIN | ||||||||||
| 9706 E APPLEWAY BOULEVARD | SPOKANE | WA | 99206 | 461362556 | HOUSING | WA | SUMH | RELATED | false | true |
| APPLEWAY COURT II MANAGEMENT LLC | ||||||||||
| 2903 E 25TH AVENUE | SPOKANE | WA | 99223 | 461992643 | MANAGEMENT | WA | SUMH | RELATED | false | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKWOOD SERVICE COMPANY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2903 E 25TH AVENUE SUITE OFC | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911452829 | EIN |
| Primary Activity | NURSING | PrimaryActivity |
| Legal Domicile State | WA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C CORP | TypeOfEntity |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKWOOD RETIREMENT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 402263 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |