PAISLEY HOUSE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PAISLEY HOUSE (EIN 34-0726096)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-12-19
- IRS object ID
- 201733539349301158
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-12-19T16:50:37-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452786187 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLUENT & RICCIARDI | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8560 SOUTH AVE STE 2 | AddressLine1Txt |
| City | POLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340726096 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOME FOR THE AGED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOME | BusinessNameControlTxt |
| Phone | 3307999431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1408 MAHONING AVENUE | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44509 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ANNE O'TOOLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3307999431 | PhoneNum |
| Signature | 2017-12-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADDISON G FLUENT III | PreparerPersonNm |
| PTIN | P00173113 | PTIN |
| Phone | 3309531396 | PhoneNum |
| Preparation | 2017-12-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 2DCCF1AEF794EEC523276B720F2CF8A92A56CA28 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2DCCF1AEF794EEC523276B720F2CF8A92A56CA28 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAISLEY HOUSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY ANNE O'TOOLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1408 MAHONING AVENUE | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44509 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $766,704 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PAISLEYHOUSE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1909 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HOUSING FACILITIES & SERVICES TO MEET THE PHYSICAL & SOCIAL NEEDS OF ELDERLY INDIVIDUALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 46 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $186,301 | PYContributionsGrantsAmt |
| CY Contributions Grants | $55,999 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $431,052 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $432,643 | CYProgramServiceRevenueAmt |
| PY Investment Income | $173,391 | PYInvestmentIncomeAmt |
| CY Investment Income | $193,959 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,004 | PYOtherRevenueAmt |
| CY Other Revenue | $10,522 | CYOtherRevenueAmt |
| PY Total Revenue | $795,748 | PYTotalRevenueAmt |
| CY Total Revenue | $693,123 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $638,057 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $657,114 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $426 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $265,720 | PYOtherExpensesAmt |
| CY Other Expenses | $334,763 | CYOtherExpensesAmt |
| PY Total Expenses | $903,777 | PYTotalExpensesAmt |
| CY Total Expenses | $991,877 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$108,029 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$298,754 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,095,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,114,861 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,094,751 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,114,861 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HOUSING FACILITIES & SERVICES TO MEET THE PHYSICAL & SOCIAL NEEDS OF ELDERLY INDIVIDUALS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $956,853 | ExpenseAmt |
| Revenue | $432,643 | RevenueAmt |
| Desc | THE HOME PROVIDES CARE FOR ELDERLY INDIVIDUALS INCLUDING BOARDING, MEDICAL SUPERVISION & RECREATIONAL ACTIVITIES. THE HOME PROVIDES FOR APPROXIMATELY TWENTY INDIVIDUALS AT A TIME. | Desc |
| Total Program Service Expenses | $956,853 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | 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 | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 46 | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | 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 |
| 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 | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ANNE O'TOOLE | PersonNm |
| Phone | 3307999431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1408 MAHONING AVENUE | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44509 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MARYLIN CONTI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ANN DIETER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETH LOWE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ANNE O'TOOLE | ||||||
| PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAN SHERMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $55,999 | AllOtherContributionsAmt |
| Noncash Contributions | $6,908 | NoncashContributionsAmt |
| Total Contributions | $55,999 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENTS & ROOM RENTALS | Desc |
| Total Revenue Column | $432,643 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $432,643 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $432,643 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,004 | TotalRevenueColumnAmt |
| Exclusion | $144,004 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $123,536 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,829 | SecuritiesAmt |
| Other | $752 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,707 | SecuritiesAmt |
| Other | -$752 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,955 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,955 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WORKERS COMP REFUNDS/REBATES | Desc |
| Total Revenue Column | $10,522 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,522 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,522 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $693,123 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $493,120 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $144,004 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,871 | TotalAmt |
| Program Services | $586,871 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,243 | TotalAmt |
| Program Services | $70,243 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,172 | TotalAmt |
| Program Services | $4,222 | ProgramServicesAmt |
| Management And General | $15,950 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,648 | TotalAmt |
| Management And General | $18,648 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,163 | TotalAmt |
| Program Services | $4,737 | ProgramServicesAmt |
| Fundraising | $426 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,741 | TotalAmt |
| Program Services | $37,741 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,749 | TotalAmt |
| Program Services | $15,749 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| REPAIRS & MAINTENANCE | $79,662 | $79,662 |
| FOOD | $61,403 | $61,403 |
| UTILITIES | $36,849 | $36,849 |
| OPERATING SUPPLIES | $24,721 | $24,721 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,655 | TotalAmt |
| Program Services | $34,655 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $991,877 | TotalAmt |
| Program Services | $956,853 | ProgramServicesAmt |
| Management And General | $34,598 | ManagementAndGeneralAmt |
| Fundraising | $426 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,089 | BOYAmt |
| EOY | $144,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,196,400 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $928,653 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,257 | BOYAmt |
| EOY | $267,747 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,624,405 | BOYAmt |
| EOY | $4,702,729 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,095,751 | BOYAmt |
| EOY | $5,114,861 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,085,251 | BOYAmt |
| EOY | $5,114,861 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,500 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,094,751 | BOYAmt |
| EOY | $5,114,861 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,095,751 | BOYAmt |
| EOY | $5,114,861 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$298,754 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $318,865 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,369 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,648 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $186,301 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,999 | CurrentTaxYearAmt |
| Total | $506,439 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,369 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,648 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $186,301 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,999 | CurrentTaxYearAmt |
| Total | $506,439 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $224,594 | SubstantialContributorsTotAmt |
| Public Support Total170 | $281,845 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $175,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $187,787 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,004 | CurrentTaxYearAmt |
| Total | $815,602 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,438 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,004 | CurrentTaxYearMinus1YearAmt |
| Total | $36,959 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,359,000 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $443,165 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.20740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.20590 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | PART II, LINE 17A - 10% FACTS & CIRCUMSTANCES TEST - 2016 NORMALLY THE ORGANIZATION RECEIVES AT LEAST 10% OF ITS TOTAL SUPPORT FROM THE GENERAL PUBLIC. IN ORDER TO ASSURE THIS, THE BOARD AND EXECUTIVE DIRECTOR WORK TO CONTINUALLY ATTRACT NEW & ADDITIONAL PUBLIC SUPPORT THROUGH AN ANNUAL MAIL APPEAL. THE BOARD'S SOLICITATION IS MADE TO PAST DONORS, PAST RESIDENTS' FAMILIES, LOCAL FOUNDATIONS AND THE GENERAL PUBLIC. THE BOARD AIMS TO INCLUDE A BROAD AUDIENCE AND MEMBERS ARE REQUIRED TO HELP EXPAND THE MAILING LIST EACH YEAR. FACTS ALSO TO BE CONSIDERED: -CURRENT ECONOMIC CONDITIONS, ESPECIALLY IN THIS AREA OF THE STATE, HAVE MADE FUNDRAISING EXTREMELY CHALLENGING. -THE GOVERNING BOARD IS COMPRISED OF A BROAD RANGE OF COMMUNITY MEMBERS,AND, AS SUCH, REPRESENTS THE INTEREST OF THE GENERAL PUBLIC RATHER THAN JUST THE INTEREST OF A LIMITED SECTOR OF THE COMMUNITY. -THE FACILITY IS OPERATED FOR THE BENEFIT OF THE GENERAL PUBLIC. RESIDENCY IS OPEN TO ALL, PROVIDING AN ASSISTED LIVING FACILITY FOR THE AGED ON A CONTINUING BASIS AT A PRICE WELL BELOW COST AND AT AN AMOUNT THAT IS SIGNIFICANTLY LESS THAN THAT CHARGED BY OTHER FACILITES IN THE AREA. OPEN HOUSES, PULIC EVENTS & TOURS THROUGH AREA CHURCHES AND AGENCIES ASSIST WITH EDUCATING THE GENERAL PUBLIC ABOUT THE FACILITY. - MARKETING CAMPAIGNS INCLUDE TARGETED ADVERTISING THROUGH LOCAL MEDIA CHANNELS AND CLIENT SPECIFIC REFERREL SERVICES. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | MISCELLANEOUS 36,959 |
| PART II, LINE 17A | PART II, LINE 17A - 10% FACTS & CIRCUMSTANCES TEST - 2016 NORMALLY THE ORGANIZATION RECEIVES AT LEAST 10% OF ITS TOTAL SUPPORT FROM THE GENERAL PUBLIC. IN ORDER TO ASSURE THIS, THE BOARD AND EXECUTIVE DIRECTOR WORK TO CONTINUALLY ATTRACT NEW & ADDITIONAL PUBLIC SUPPORT THROUGH AN ANNUAL MAIL APPEAL. THE BOARD'S SOLICITATION IS MADE TO PAST DONORS, PAST RESIDENTS' FAMILIES, LOCAL FOUNDATIONS AND THE GENERAL PUBLIC. THE BOARD AIMS TO INCLUDE A BROAD AUDIENCE AND MEMBERS ARE REQUIRED TO HELP EXPAND THE MAILING LIST EACH YEAR. FACTS ALSO TO BE CONSIDERED: -CURRENT ECONOMIC CONDITIONS, ESPECIALLY IN THIS AREA OF THE STATE, HAVE MADE FUNDRAISING EXTREMELY CHALLENGING. -THE GOVERNING BOARD IS COMPRISED OF A BROAD RANGE OF COMMUNITY MEMBERS,AND, AS SUCH, REPRESENTS THE INTEREST OF THE GENERAL PUBLIC RATHER THAN JUST THE INTEREST OF A LIMITED SECTOR OF THE COMMUNITY. -THE FACILITY IS OPERATED FOR THE BENEFIT OF THE GENERAL PUBLIC. RESIDENCY IS OPEN TO ALL, PROVIDING AN ASSISTED LIVING FACILITY FOR THE AGED ON A CONTINUING BASIS AT A PRICE WELL BELOW COST AND AT AN AMOUNT THAT IS SIGNIFICANTLY LESS THAN THAT CHARGED BY OTHER FACILITES IN THE AREA. OPEN HOUSES, PULIC EVENTS & TOURS THROUGH AREA CHURCHES AND AGENCIES ASSIST WITH EDUCATING THE GENERAL PUBLIC ABOUT THE FACILITY. - MARKETING CAMPAIGNS INCLUDE TARGETED ADVERTISING THROUGH LOCAL MEDIA CHANNELS AND CLIENT SPECIFIC REFERREL SERVICES. |
| PART II, LINE 17B | PART II, LINE 17A - 10% FACTS & CIRCUMSTANCES TEST - 2015 NORMALLY THE ORGANIZATION RECEIVES AT LEAST 10% OF ITS TOTAL SUPPORT FROM THE GENERAL PUBLIC. IN ORDER TO ASSURE THIS, THE BOARD AND EXECUTIVE DIRECTOR WORK TO CONTINUALLY ATTRACT NEW & ADDITIONAL PUBLIC SUPPORT THROUGH AN ANNUAL MAIL APPEAL. THE BOARD'S SOLICITATION IS MADE TO PAST DONORS, PAST RESIDENTS' FAMILIES, LOCAL FOUNDATIONS AND THE GENERAL PUBLIC. THE BOARD AIMS TO INCLUDE A BROAD AUDIENCE AND MEMBERS ARE REQUIRED TO HELP EXPAND THE MAILING LIST EACH YEAR. FACTS ALSO TO BE CONSIDERED: -CURRENT ECONOMIC CONDITIONS, ESPECIALLY IN THIS AREA OF THE STATE, HAVE MADE FUNDRAISING EXTREMELY CHALLENGING. -THE GOVERNING BOARD IS COMPRISED OF A BROAD RANGE OF COMMUNITY MEMBERS, AND, AS SUCH, REPRESENTS THE INTEREST OF THE GENERAL PUBLIC RATHER THAN JUST THE INTEREST OF A LIMITED SECTOR OF THE COMMUNITY. -THE FACILITY IS OPERATED FOR THE BENEFIT OF THE GENERAL PUBLIC. RESIDENCY IS OPEN TO ALL, PROVIDING AN ASSISTED LIVING FACILITY FOR THE AGED ON A CONTINUING BASIS AT A PRICE WELL BELOW COST AND AT AN AMOUNT THAT IS SIGNIFICANTLY LESS THAN THAT CHARGED BY OTHER FACILITES IN THE AREA. OPEN HOUSES, PULIC EVENTS & TOURS THROUGH AREA CHURCHES AND AGENCIES ASSIST WITH EDUCATING THE GENERAL PUBLIC ABOUT THE FACILITY. - MARKETING CAMPAIGNS INCLUDE TARGETED ADVERTISING THROUGH LOCAL MEDIA CHANNELS AND CLIENT SPECIFIC REFERREL SERVICES. |
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 | $23,896 | OtherCostOrOtherBasisAmt |
| Book Value | $23,896 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,005,965 | OtherCostOrOtherBasisAmt |
| Depreciation | $811,079 | DepreciationAmt |
| Book Value | $194,886 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $166,539 | OtherCostOrOtherBasisAmt |
| Depreciation | $117,574 | DepreciationAmt |
| Book Value | $48,965 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $267,747 | TotalBookValueLandBuildingsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | INDIVIDUALS VOLUNTEER ON A IRREGULAR BASIS AND ASSIST WITH REGULARLY SCHEDULED PROGRAMS SUCH AS ARTS & CRAFTS, RELIGOUS SERVICES, READING AND OTHER RECREATIONAL ACTIVITIES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | YEAR END FINANCIAL STATEMENTS & RELATED FORM 990 ARE EXPLAINED BY OUTSIDE ACCOUNTANT AT BOARD MEETING PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PERSONNEL COMMITTEE INDEPENDENTLY REVIEWS EMPLOYMENT & COMPENSATION DETAILS FOR THE EXECUTIVE DIRECTOR. REVIEWS ARE MADE USING MARKET DATA & PERFORMANCE STANDARDS. RECOMMENDATIONS FROM THIS COMMITTEE ARE THEN BROUGHT BEFORE THE ENTIRE GOVERNING BOARD FOR APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE COMPENSATION PROCESS FOR ALL OTHER EMPLOYEES INCLUDES A REVIEW WITH THE EXECUTIVE DIRECTOR USING MARKET DATA & PERFORMANCE STANDARDS. RECOMMENDATIONS FROM THIS PROCESS, COUPLED WITH INPUT FROM THE EXECUTIVE BOARD/PERSONNEL COMMITTEE, ARE THEN BROUGHT BEFORE THE ENTIRE GOVERNING BOARD FOR APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE BY REQUEST. |
| FORM 990, PART XI, LINE 9 | ROUNDING -1 |
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