PAISLEY HOUSE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PAISLEY HOUSE (EIN 34-0726096)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-15
- IRS object ID
- 201510159349300126
- Schema version
- 2013v4.0
- 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 | 2015-01-15T11:00:51-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLUENT & ASSOCIATES LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8560 SOUTH AVE STE 2 | AddressLine1 |
| City | POLAND | City |
| State | OH | State |
| ZIP Code | 44514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44509 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARYLIN CONTI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3307999431 | PhoneNum |
| Signature | 2015-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J WOLFE | PreparerPersonNm |
| PTIN | P00100093 | PTIN |
| Phone | 3309531396 | PhoneNum |
| Preparation | 2015-01-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAISLEY HOUSE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARYLIN CONTI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1408 MAHONING AVENUE | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44509 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,586,679 | 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 HOME/CARE FOR ELDERLY INDIVIDUALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $58,369 | PYContributionsGrantsAmt |
| CY Contributions Grants | $106,122 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $391,750 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $336,995 | CYProgramServiceRevenueAmt |
| PY Investment Income | $798,502 | PYInvestmentIncomeAmt |
| CY Investment Income | $304,292 | CYInvestmentIncomeAmt |
| CY Other Revenue | $8,897 | CYOtherRevenueAmt |
| PY Total Revenue | $1,248,621 | PYTotalRevenueAmt |
| CY Total Revenue | $756,306 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $633,062 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $664,283 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $691 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $282,416 | PYOtherExpensesAmt |
| CY Other Expenses | $253,756 | CYOtherExpensesAmt |
| PY Total Expenses | $915,478 | PYTotalExpensesAmt |
| CY Total Expenses | $918,039 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $333,143 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$161,733 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,177,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,476,572 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,250 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,160,909 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,466,322 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HOME/CARE FOR ELDERLY INDIVIDUALS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $872,580 | ExpenseAmt |
| 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 | $872,580 | 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 | Yes (true) | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 34 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOME FOR THE AGED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3307999431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1408 MAHONING AVENUE | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44509 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| BARBARA AMLING | |||||
| SECRETARY | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY CARSON | |||||
| PRESIDENT | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARYLIN CONTI | |||||
| TREASURER | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY ANN DIETER | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| ERINN GILMARTIN | |||||
| Yes (X) | $0 | $0 | $0 | ||
| SHARON MARTIN | |||||
| Yes (X) | $0 | $0 | $0 | ||
| CAROL NORMAN | |||||
| Yes (X) | $0 | $0 | $0 | ||
| MARY ANN O'TOOLE | |||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 | |
| LINDA SHEVEL | |||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |
| PAT WILLINGALE | |||||
| 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 | $106,122 | AllOtherContributionsAmt |
| Noncash Contributions | $10,127 | NoncashContributionsAmt |
| Total Contributions | $106,122 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENTS & ROOM RENTALS | Desc |
| Total Revenue Column | $336,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $336,995 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $336,995 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175,308 | TotalRevenueColumnAmt |
| Exclusion | $175,308 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,959,357 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,830,373 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $128,984 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,984 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $128,984 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WORKERS COMP POLICY REBATE | Desc |
| Total Revenue Column | $8,897 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,897 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,897 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $756,306 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $474,876 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $175,308 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,032 | TotalAmt |
| Program Services | $583,032 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,568 | TotalAmt |
| Program Services | $4,568 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,683 | TotalAmt |
| Program Services | $76,683 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,770 | TotalAmt |
| Management And General | $7,770 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,204 | TotalAmt |
| Management And General | $17,204 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,794 | TotalAmt |
| Management And General | $19,794 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,440 | TotalAmt |
| Program Services | $8,749 | ProgramServicesAmt |
| Fundraising | $691 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,208 | TotalAmt |
| Program Services | $30,208 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,687 | TotalAmt |
| Program Services | $15,687 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD | $47,666 | $47,666 |
| UTILITIES | $35,391 | $35,391 |
| OPERATING SUPPLIES | $23,303 | $23,303 |
| REPAIRS & MAINTENANCE | $19,917 | $19,917 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,376 | TotalAmt |
| Program Services | $27,376 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,039 | TotalAmt |
| Program Services | $872,580 | ProgramServicesAmt |
| Management And General | $44,768 | ManagementAndGeneralAmt |
| Fundraising | $691 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,666 | BOYAmt |
| EOY | $71,120 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,129,576 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $893,951 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,322 | BOYAmt |
| EOY | $235,625 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,887,646 | BOYAmt |
| EOY | $5,169,652 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175 | BOYAmt |
| EOY | $175 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,177,809 | BOYAmt |
| EOY | $5,476,572 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,400 | BOYAmt |
| EOY | $7,750 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,500 | BOYAmt |
| EOY | $2,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,900 | BOYAmt |
| EOY | $10,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,160,909 | BOYAmt |
| EOY | $5,466,322 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,160,909 | BOYAmt |
| EOY | $5,466,322 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,177,809 | BOYAmt |
| EOY | $5,476,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$161,733 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $467,146 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
| 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 | $45,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $241,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,122 | CurrentTaxYearAmt |
| Total | $486,041 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $241,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,122 | CurrentTaxYearAmt |
| Total | $486,041 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $306,268 | SubstantialContributorsTotAmt |
| Public Support Total170 | $179,773 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,945 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $133,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $175,308 | CurrentTaxYearAmt |
| Total | $718,672 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $8,897 | CurrentTaxYearAmt |
| Total | $8,897 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,213,610 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $345,892 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.14810 | PublicSupportCY170Pct |
| Public Support PY170 | 0.12440 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | NORMALLY THE ORGANIZATION RECEIVES AT LEAST 10% OF ITS TOTAL SUPPORT FROM THE GENERAL PUBLIC. IN ORDER TO ASSURE THIS, THE BOARD WORKS ON CONTINUALLY ATTRACTING NEW & ADDITIONAL PUBLIC SUPPORT THROUGH THE ANNUAL MAIL APPEAL. THE BOARD'S SOLICITATION IS MADE TO PAST DONORS, PAST RESIDENTS & THEIR 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. AS SUCH, THE BOARD REPRESENTS THE INTEREST OF THE GENERAL PUBLIC RATHER THAN JUST THE INTERESTS OF A LIMITED SECTOR OF THE COMMUNITY. -THE FACILITY IS OPERATED IN THE INTEREST OF THE GENERAL PUBLIC. IT 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 FACILITIES IN THE AREA. OPEN HOUSES & TOURS THROUGH AREA CHRUCHES AND AGENCIES ASSIST WITH EDUCATING THE GENERAL PUBLIC ABOUT THE FACILITY. AN INTENSIVE MARKETING CAMPAIGN THROUGH LOCAL MEDIA HAS SIGNIFICANTLY INCREASED INTEREST AND THE HOME IS SOMETIMES AT CAPACITY, WITH A WAITING LIST. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | MISCELLANEOUS 8,897 |
| PART II, LINE 17A | NORMALLY THE ORGANIZATION RECEIVES AT LEAST 10% OF ITS TOTAL SUPPORT FROM THE GENERAL PUBLIC. IN ORDER TO ASSURE THIS, THE BOARD WORKS ON CONTINUALLY ATTRACTING NEW & ADDITIONAL PUBLIC SUPPORT THROUGH THE ANNUAL MAIL APPEAL. THE BOARD'S SOLICITATION IS MADE TO PAST DONORS, PAST RESIDENTS & THEIR 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. AS SUCH, THE BOARD REPRESENTS THE INTEREST OF THE GENERAL PUBLIC RATHER THAN JUST THE INTERESTS OF A LIMITED SECTOR OF THE COMMUNITY. -THE FACILITY IS OPERATED IN THE INTEREST OF THE GENERAL PUBLIC. IT 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 FACILITIES IN THE AREA. OPEN HOUSES & TOURS THROUGH AREA CHRUCHES AND AGENCIES ASSIST WITH EDUCATING THE GENERAL PUBLIC ABOUT THE FACILITY. AN INTENSIVE MARKETING CAMPAIGN THROUGH LOCAL MEDIA HAS SIGNIFICANTLY INCREASED INTEREST AND THE HOME IS SOMETIMES AT CAPACITY, WITH A WAITING LIST. |
| PART II, LINE 17B | SEE CURRENT YEAR NARRATIVE. |
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 | $947,856 | OtherCostOrOtherBasisAmt |
| Depreciation | $757,448 | DepreciationAmt |
| Book Value | $190,408 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $141,499 | OtherCostOrOtherBasisAmt |
| Depreciation | $125,076 | DepreciationAmt |
| Book Value | $16,423 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,325 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,427 | DepreciationAmt |
| Book Value | $4,898 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $235,625 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| Amt | $2,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,500 | TotalLiabilityAmt |
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, READING OR 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 | UNREALIZED GAIN (LOSS) ON INVESTMENTS 467,146 |
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