RETIREMENT LIVING INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RETIREMENT LIVING INC (EIN 35-1393773)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202533159349306363
- Schema version
- 2024v5.1
- 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 | 2025-11-11T16:53:12+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351393773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Retirement Living Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RETI | BusinessNameControlTxt |
| Phone | 3178759700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8140 Township Line Road | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jake Cox | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BURKE | PreparerPersonNm |
| PTIN | P01342224 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marquette | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jake Cox | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8140 Township Line Road | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $52,447,683 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.marquetteseniorliving.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | RETIREMENT LIVING, INC. IS A NONPROFIT CONTINUING CARE RETIREMENT COMMUNITY, PROVIDING SENIORS WITH THE HIGHEST QUALITY OF CARE AND SERVICES AND HONORING THEIR DIGNITY AND INDEPENDENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 433 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $180,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $180,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,726,786 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,261,406 | CYProgramServiceRevenueAmt |
| PY Investment Income | $992,433 | PYInvestmentIncomeAmt |
| CY Investment Income | -$703,870 | CYInvestmentIncomeAmt |
| PY Other Revenue | $122,759 | PYOtherRevenueAmt |
| CY Other Revenue | $5,069 | CYOtherRevenueAmt |
| PY Total Revenue | $36,021,978 | PYTotalRevenueAmt |
| CY Total Revenue | $36,742,605 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $641,985 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $651,288 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,680,752 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,532,256 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,254,744 | PYOtherExpensesAmt |
| CY Other Expenses | $20,128,965 | CYOtherExpensesAmt |
| PY Total Expenses | $37,577,481 | PYTotalExpensesAmt |
| CY Total Expenses | $37,312,509 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,555,503 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$569,904 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $137,746,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $141,646,873 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $112,491,654 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $113,175,955 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,255,196 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,470,918 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | As a continuing care retirement community, the role of Retirement Living, Inc. is to provide a high quality continuum of care by serving the housing and human development needs of our residents. (continued in schedule O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $12,741,271 | ExpenseAmt |
| Grant | $413,579 | GrantAmt |
| Revenue | $11,731,017 | RevenueAmt |
| Desc | HEALTH CARE CENTER: RETIREMENT LIVING, INC. HAS 57 LICENSED BEDS IN THE HEALTH CARE CENTER. THE ORGANIZATION PROVIDES PHYSICAL THERAPY, OCCUPATIONAL THERAPY AND AN ACTIVITY PROGRAM TO MEET THE NEEDS OF THE RESIDENTS. THE HEALTH CARE CENTER ALSO FEATURES SKILLED AND COMPREHENSIVE CARE, 24-HOUR SECURITY, HOUSEKEEPING AND MAINTENANCE SERVICES. RETIREMENT LIVING, INC. PROVIDES THE BENEFIT OF BENEVOLENT CARE TO ITS RESIDENTS, IN WHICH THE ORGANIZATION WILL SUBSIDIZE THE COST OF CARE FOR THE REMAINDER OF THE RESIDENT'S LIFE SHOULD A RESIDENT OUTLIVE THEIR FINANCIAL RESOURCES. IN 2024, THE RESIDENCE FEES ASSISTANCE PROVIDED TO RESIDENTS WAS $413,579. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,595,725 | ExpenseAmt |
| Revenue | $9,525,962 | RevenueAmt |
| Desc | ASSISTED LIVING/MEMORY CARE: RETIREMENT LIVING, INC. HAS 47 ASSISTED LIVING UNITS. THE ORGANIZATION PROVIDES THREE MEALS A DAY, PLUS SNACKS TO THE RESIDENTS IN THE ASSISTED LIVING UNITS. THE ORGANIZATION ALSO PROVIDES ASSISTANCE WITH DAILY LIVING ACTIVITIES, 24 HOUR SECURITY, HOUSEKEEPING AND MAINTENANCE SERVICES. IN ADDITION, THE ORGANIZATION OPERATES A 22 BED ASSISTED LIVING UNIT THAT PROVIDES SERVICES TO INDIVIDUALS WITH DEMENTIA. THIS UNIT OFFERS THE SAME AMENITIES AS THE OTHER ASSISTED LIVING UNITS, INCLUDING ASSISTANCE WITH DAILY LIVING ACTIVITIES, 24 HOUR SECURITY, HOUSEKEEPING AND MAINTENANCE SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,208,650 | ExpenseAmt |
| Revenue | $16,004,427 | RevenueAmt |
| Desc | INDEPENDENT LIVING: RETIREMENT LIVING, INC. HAS 258 APARTMENTS AND 44 COTTAGES. THE ORGANIZATION PROVIDES MEALS 7 DAYS A WEEK, HOUSEKEEPING SERVICES TWICE A MONTH, AND MAINTENANCE AS NEEDED. THE ORGANIZATION ALSO PROVIDES SECURITY 24 HOURS A DAY. RETIREMENT LIVING, INC. HAS ACTIVITY PROGRAMS AS WELL AS OPPORTUNITIES FOR THE RESIDENTS TO VOLUNTEER IN THE HEALTH CARE CENTER, ASSISTED LIVING UNITS, ASSISTED LIVING FOR DEMENTIA, AND THE GIFT SHOP. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $237,709 | ExpenseAmt |
| Grant | $237,709 | GrantAmt |
| Desc | RETIREMENT LIVING, INC. PROVIDES SENIORS WITH THE HIGHEST QUALITY OF CARE AND SERVICES AND HONORS THEIR DIGNITY AND INDEPENDENCE. THE ORGANIZATION ALSO SUPPORTS SENIORS IN THE COMMUNITY BY SUPPORTING ORGANIZATIONS THAT PROVIDE SERVICES TO SENIORS. IN 2024, THE ORGANIZATION GAVE $237,709 IN GRANTS TO ORGANIZATIONS TO SUPPORT LOCAL SENIORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $237,709 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $237,709 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $31,783,355 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 125 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 433 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jake Cox | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3175246530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8140 TOWNSHIP LINE ROAD | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Constance Brown | |||||||
| Treasurer | 1.0 | Yes (X) | Yes (X) | $7,000 | $0 | $0 | |
| David Mallon | |||||||
| Interim President | 1.0 | Yes (X) | Yes (X) | $9,000 | $0 | $0 | |
| Kathy A Clark | |||||||
| President (through April 30, 2024) | 1.0 | Yes (X) | Yes (X) | $4,600 | $0 | $0 | |
| Nichole Wilson | |||||||
| Vice President | 1.0 | Yes (X) | Yes (X) | $6,700 | $0 | $0 | |
| Scott Hirschman | |||||||
| Secretary | 1.0 | Yes (X) | Yes (X) | $6,700 | $0 | $0 | |
| Camille Blunt | |||||||
| Director | 1.0 | Yes (X) | $4,200 | $0 | $0 | ||
| Heather Bice | |||||||
| Director | 1.0 | Yes (X) | $4,900 | $0 | $0 | ||
| Jack Mahoney | |||||||
| Director | 1.0 | Yes (X) | $5,300 | $0 | $0 | ||
| Jeffrey Borgert | |||||||
| Director | 1.0 | Yes (X) | $3,600 | $0 | $0 | ||
| Joe Breen | |||||||
| Director | 1.0 | Yes (X) | $7,400 | $0 | $0 | ||
| Kevin Schaefer | |||||||
| Director | 1.0 | Yes (X) | $4,900 | $0 | $0 | ||
| Kevin Scheid | |||||||
| Director | 1.0 | Yes (X) | $3,800 | $0 | $0 | ||
| Nancy Lorenzano | |||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Scott Prentice | |||||||
| Director | 1.0 | Yes (X) | $2,400 | $0 | $0 | ||
| Wayne Turner | |||||||
| Director (as of august 1, 2024) | 1.0 | Yes (X) | $700 | $0 | $0 | ||
| Jeffrey Cox Jr | |||||||
| Health Care Administrator | 40.0 | Yes (X) | $0 | $0 | $0 | ||
| Tim Wetzell | |||||||
| Executive Director (Begin April) | 40.0 | Yes (X) | $0 | $0 | $0 | ||
| Alicia Taylor | |||||||
| Director of Nursing | 40.0 | $118,992 | $0 | $33,013 | Yes (X) | ||
| Andrea Ryan | |||||||
| FINANCIAL SERVICES DIRECTOR | 40.0 | $163,093 | $0 | $19,588 | Yes (X) | ||
| Heather Jones | |||||||
| Marketing Director | 40.0 | $129,634 | $0 | $33,064 | Yes (X) | ||
| Michael Hebenstreit | |||||||
| Food and Beverage Director | 40.0 | $119,907 | $0 | $19,876 | Yes (X) | ||
| Sara Green | |||||||
| Residency Counselor | 40.0 | $143,469 | $0 | $34,778 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $746,295 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $140,319 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LCS Holding Company LLC | |||||
| 400 Locust St Ste 820 | Des Moines | IA | 50309 | Construction | $1,613,515 |
| Wagner-Meinert LLC | |||||
| 7617 Freedom Way | Fort Wayne | IN | 46818 | Construction | $945,924 |
| Select Rehabilitation Inc | |||||
| PO Box 71985 | Chicago | IL | 60694 | Therapy Services | $941,464 |
| Electric Plus Inc | |||||
| 12 Amundson Ave | Mount Vernon | NY | 10550 | Electrical Engineering | $806,751 |
| Alltech Renovations LLC | |||||
| 61 NE 1ST ST | POMPANO BEACH | FL | 33060 | Construction | $591,158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $180,000 | AllOtherContributionsAmt |
| Total Contributions | $180,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HEALTH CARE CENTER | 623312 | $9,562,170 | $9,562,170 |
| APARTMENTS | 623312 | $13,943,917 | $13,943,917 |
| RESIDENCE FEES | 623312 | $6,420,331 | $6,420,331 |
| ASSISTED LIVING | 623312 | $4,395,464 | $4,395,464 |
| ASSISTED LIVING - DEMENTIA | 623312 | $2,939,524 | $2,939,524 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,261,406 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,671,528 | TotalRevenueColumnAmt |
| Exclusion | $1,671,528 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,302,085 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,991,708 | SecuritiesAmt |
| Other | $2,685,775 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $310,377 | SecuritiesAmt |
| Other | -$2,685,775 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,375,398 | TotalRevenueColumnAmt |
| Exclusion | -$2,375,398 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $24,850 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $27,595 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,745 | TotalRevenueColumnAmt |
| Exclusion | -$2,745 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VENDING INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,814 | TotalRevenueColumnAmt |
| Exclusion | $7,814 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,814 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,742,605 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,261,406 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$698,801 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,709 | TotalAmt |
| Program Services | $237,709 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,579 | TotalAmt |
| Program Services | $413,579 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,905,961 | TotalAmt |
| Program Services | $12,249,315 | ProgramServicesAmt |
| Management And General | $1,656,646 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,024 | TotalAmt |
| Program Services | $73,661 | ProgramServicesAmt |
| Management And General | $26,363 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,332,573 | TotalAmt |
| Program Services | $951,452 | ProgramServicesAmt |
| Management And General | $381,121 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,193,698 | TotalAmt |
| Program Services | $1,057,146 | ProgramServicesAmt |
| Management And General | $136,552 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,009,476 | TotalAmt |
| Management And General | $1,009,476 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,233 | TotalAmt |
| Management And General | $96,233 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,327 | TotalAmt |
| Management And General | $14,327 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,128 | TotalAmt |
| Management And General | $184,128 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,069 | TotalAmt |
| Program Services | $287,479 | ProgramServicesAmt |
| Management And General | $272,590 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,855 | TotalAmt |
| Management And General | $462,855 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,933 | TotalAmt |
| Management And General | $145,933 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,044 | TotalAmt |
| Management And General | $469,044 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,926,517 | TotalAmt |
| Program Services | $2,924,614 | ProgramServicesAmt |
| Management And General | $1,903 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,076 | TotalAmt |
| Program Services | $10,292 | ProgramServicesAmt |
| Management And General | $28,784 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,564,106 | TotalAmt |
| Program Services | $2,564,106 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,393,605 | TotalAmt |
| Program Services | $6,393,605 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,681 | TotalAmt |
| Management And General | $330,681 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $2,448,257 | $2,448,257 | |
| SUPPLIES | $867,466 | $840,155 | $27,311 |
| UNIFORMS | $81,868 | $81,868 | |
| ASSISTANCE | $7,371 | $6,026 | $1,345 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,527,953 | TotalAmt |
| Program Services | $1,244,091 | ProgramServicesAmt |
| Management And General | $283,862 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,312,509 | TotalAmt |
| Program Services | $31,783,355 | ProgramServicesAmt |
| Management And General | $5,529,154 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,318,421 | BOYAmt |
| EOY | $17,463,732 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,791,179 | BOYAmt |
| EOY | $1,549,858 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,355 | BOYAmt |
| EOY | $144,722 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $719,599 | BOYAmt |
| EOY | $854,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $140,172,095 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,487,998 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,574,470 | BOYAmt |
| EOY | $73,684,097 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,917,934 | BOYAmt |
| EOY | $30,211,151 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,510,693 | BOYAmt |
| EOY | $14,750,026 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,785,199 | BOYAmt |
| EOY | $2,988,379 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,746,850 | BOYAmt |
| EOY | $141,646,873 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,363,549 | BOYAmt |
| EOY | $3,031,729 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,501,308 | BOYAmt |
| EOY | $34,389,307 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,586,403 | BOYAmt |
| EOY | $55,059,520 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,040,394 | BOYAmt |
| EOY | $20,695,399 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,491,654 | BOYAmt |
| EOY | $113,175,955 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,255,196 | BOYAmt |
| EOY | $28,470,918 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,255,196 | BOYAmt |
| EOY | $28,470,918 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,746,850 | BOYAmt |
| EOY | $141,646,873 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$569,904 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,785,626 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $914,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,039,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $180,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $180,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180,000 | CurrentTaxYearAmt |
| Total | $4,493,614 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,788,958 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,788,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,341,427 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,835,447 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,261,406 | CurrentTaxYearAmt |
| Total | $162,016,196 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,891 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,850 | CurrentTaxYearAmt |
| Total | $141,225 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,743,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,855,352 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,545,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,039,977 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,466,256 | CurrentTaxYearAmt |
| Total | $166,651,035 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,406,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $2,406,954 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,406,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $2,406,954 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $164,244,081 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $655,903 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $738,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $901,806 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,156,498 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,671,528 | CurrentTaxYearAmt |
| Total | $5,123,890 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $655,903 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $738,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $901,806 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,156,498 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,671,528 | CurrentTaxYearAmt |
| Total | $5,123,890 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$91,757 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,338 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,410 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,814 | CurrentTaxYearAmt |
| Total | -$49,953 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,308,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,604,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,458,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,207,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,145,598 | CurrentTaxYearAmt |
| Total | $171,724,972 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95644 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95942 | PublicSupportPY509Pct |
| Investment Income CY | 0.03 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - -91757.0, COLUMN B - 11338.0, COLUMN C - 11242.0, COLUMN D - 11410.0, COLUMN E - 7814.0, COLUMN F - -49953.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $557,248 | OtherCostOrOtherBasisAmt |
| Book Value | $557,248 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $121,292,751 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,393,527 | DepreciationAmt |
| Book Value | $64,899,224 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,070,319 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,094,574 | DepreciationAmt |
| Book Value | $2,975,745 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,387,580 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,999,897 | DepreciationAmt |
| Book Value | $3,387,683 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,864,197 | OtherCostOrOtherBasisAmt |
| Book Value | $1,864,197 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $73,684,097 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| CORPORATE DEBT SECURITIES | $4,835,535 | F |
| GOVERNMENT OBLIGATIONS | $9,914,491 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,750,026 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| REFUNDABLE RESIDENCE FEES | $19,851,006 |
| ADVANCE DEPOSITS | $844,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,695,399 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $39,721,190 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,785,626 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $3,785,626 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,935,564 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $184,128 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $622,913 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $807,041 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,742,605 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,505,468 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,505,468 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $184,128 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $622,913 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $807,041 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,312,509 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Community is exempt from income taxes on income from related activities under Section 501(c)(3) of the U.S. Internal Revenue Code (Code) and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. A tax position is recognized as a benefit only if it is more likely than not that the tax position would be sustained in a tax examinations, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the more-likely-than-not test, no tax benefit is recorded. The applicable Forms 990 have not been subject to examination by the Internal Revenue Service of the state of Indiana for the last three years. The community does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Community recognizes interest and/or penalties related to income tax matters in income tax expense. The Community did not have any amounts accrued for interest and penalties at December 31, 2024 and 2023. |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS - 622913 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS - 622913 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SECOND HELPINGS | |||||||||||
| 1121 SOUTHEASTERN AVE | INDIANAPOLIS | IN | 46202 | 351484281 | 501(C)(3) | $0 | $36,765 | BOOK | MEALS | PROGRAM SUPPORT | |
| ALZHEIMERS ASSOCIATION | |||||||||||
| 225 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60601 | 133039601 | 501(C)(3) | $26,759 | $0 | N/A | N/A | PROGRAM SUPPORT | SUITE 1700 |
| MEALS ON WHEELS | |||||||||||
| 708 EAST MICHIGAN STREET | INDIANAPOLIS | IN | 46202 | 351182075 | 501(C)(3) | $0 | $127,040 | BOOK | MEALS | PROGRAM SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RESIDENT FEE ASSISTANCE | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Cash Grant | $413,579 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | Retirement Living, Inc. provides meals to the clients of Second Helpings. Because no cash was exchanged, there are no procedures for the monitoring of the grant funds. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alicia Taylor | ||||||||||||||
| Director of Nursing | $111,467 | $0 | $7,525 | $0 | $0 | $0 | $0 | $0 | $33,013 | $0 | $152,005 | $0 | $0 | $0 |
| Heather Jones | ||||||||||||||
| Marketing Director | $115,199 | $0 | $14,435 | $0 | $0 | $0 | $0 | $0 | $33,064 | $0 | $162,698 | $0 | $0 | $0 |
| Andrea Ryan | ||||||||||||||
| FINANCIAL SERVICES DIRECTOR | $155,516 | $0 | $7,577 | $0 | $0 | $0 | $19,588 | $0 | $0 | $0 | $182,681 | $0 | $0 | $0 |
| Sara Green | ||||||||||||||
| Residency Counselor | $129,034 | $0 | $14,435 | $0 | $0 | $0 | $674 | $0 | $34,104 | $0 | $178,247 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Indiana Finance Authority | ||||||||
| A | 351602316 | 45506DRA5 | 2015-04-21 | $27,767,688 | See Part IV | false | false | false |
| Indiana Finance Authority | ||||||||
| B | 351602316 | 000000000 | 2017-12-28 | $17,000,000 | See Part IV | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| C | 351602316 | 000000000 | 2021-12-01 | $25,095,509 | See Part IV | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $10,917,688 | $0 | $27,958,127 | $1,848,989 | $0 | $0 | $513,900 | $0 | $0 | $0 | $25,595,238 | $0 | 2015 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $2,032,450 | $0 | $17,053,950 | $0 | $159,896 | $0 | $271,000 | $0 | $0 | $16,569,054 | $0 | 2021 | false | false | false | Yes (true) | |
| C | $1,533,499 | $0 | $25,095,509 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $24,708,566 | $0 | 2021 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
| B | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
| C | false | false | Yes (true) | Yes (true) | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| B | false | Yes (true) | false | false | Yes (true) | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| C | false | Yes (true) | false | false | Yes (true) | false | 0 | false | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column (f) Description of Purpose | Current Refund Indiana Finance Authority Revenue Bonds (Marquette Project) series 2010, originally issued on 12/1/10 and reissued on 6/26/12, currently refund Indiana Finance Authority Revenue Bonds, Series 2012 (Marquette Project) originally issued on June 26, 2012. The purpose was to currently refund $23,390,000 of the Indiana Finance Authority refunding revenue bonds-series 2010 and refund $2,205,000 of the Indiana finance authority revenue bonds-series 2012-bonds maturing on march 1, 2024 and pay certain costs of issuance. |
| Schedule K, Part I, Column (f) Description of Purpose | Indiana Finance Authority Revenue Bonds, Series 2017 - Funding of the comprehensive renovation of the assisted living pavilion and healthcare center. Additional renovations of all common areas and the therapy gym. |
| Schedule K, Part I, Column (f) Description of purpose | Indiana Finance Authority Revenue Bonds, Series 2021A - On December 1, 2021, Truist issued the 2021A Bonds by extinguishing the 2020 Taxable Term Note. Truist purchased and holds the 2021A bonds. |
| Schedule K, Part I, Column (e) Issue Price` | THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART I, COLUMN (E) DUE TO INVESTMENT EARNINGS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 237,709 including grants of $ 237,709) RETIREMENT LIVING, INC. PROVIDES SENIORS WITH THE HIGHEST QUALITY OF CARE AND SERVICES AND HONORS THEIR DIGNITY AND INDEPENDENCE. THE ORGANIZATION ALSO SUPPORTS SENIORS IN THE COMMUNITY BY SUPPORTING ORGANIZATIONS THAT PROVIDE SERVICES TO SENIORS. IN 2024, THE ORGANIZATION GAVE $237,709 IN GRANTS TO ORGANIZATIONS TO SUPPORT LOCAL SENIORS. |
| Form 990, Part VI, Line 15a Process to determine Compensation | The Executive Director is not an employee of Retirement Living, the board negotiates and approves the contracted salary amount paid to Retirement Living for the Executive Directors services. The Management company does perform a compensation survey. The decisions are documented in the board minutes. This process was last undertaken in 2024. |
| Form 990, Part VI, Line 15b Process to determine Compensation | The Health Center Administrator is not an employee of Retirement Living. The Board of Directors participates in the annual review of regarding compensation. The compensation is determined by the management company using a compensation survey. The decisions are documented in the board minutes. This process was last undertaken in 2024. |
| Form 990, Part VI, Line 17 Filing Frequency of IN Form NP-20R | After the 2022 tax year, the Indiana Form NP-20R is due on May 15, 2026. After 2026, each Form NP-20R is due May 15th every fifth year. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | There shall be an Executive Committee of the Corporation, which shall consist of the directors holding the offices of President, Vice President, Secretary, Treasurer and such other directors as may be appointed by the President. The President shall preside over the proceedings of the Executive Committee. During intervals between meetings of the Board of Directors, the Executive Committee may exercise the authority of the Board of Directors, provided, however, that the Executive Committee shall not have the authority to: amend or restate the Corporation's Articles of Incorporation; adopt a plan of merger or plan of consolidation with another organization; authorize the sale, lease exchange or mortgage of all or substantially all of the property and assets of the Corporation; authorize the voluntary dissolution of the Corporation; or act in a manner otherwise prohibited by the Act or other law. The Executive Committee shall cause minutes of its proceedings to be kept and filed with the minutes of the proceedings of the Board of Directors. |
| Form 990, Part VI, Line 3 Delegation of management duties | RETIREMENT LIVING INC. IS MANAGED BY LIFE CARE SERVICES, LLC. AN UNRELATED ORGANIZATION, LIFE CARE SERVICES LLC PAYS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND ADMINISTRATOR. THE DUTIES PERFORMED BY THESE INDIVIDUALS INCLUDE HIRING, FIRING, SUPERVISING PERSONNEL, AND OVERALL MANAGEMENT OF RETIREMENT LIVING, INC. The executive director received $ 146,782 and the administrator received $139,689 for the services provided to the organization. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The form 990 is reviewed in detail by the entire Finance Committee. After any questions/changes are addressed, the final draft of the form 990 is distributed via email to the board of directors. It is then filed electronically with the IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Retirement Living, Inc. has three conflict of interest policies written specifically for the board, department directors, and administrative officers. All officers and board members sign the appropriate conflict of interest policy annually, disclosing any conflicts that are known to exist. |
| Form 990, Part VI, Line 19 Required documents available to the public | The organization's conflict of interest policy, financial statements, and governing documents are available to the public upon request. |
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