ALL SAINTS - ST LUKE'S EPISCOPAL HOME FOR THE RETIRED INC

Address
3750 PEACHTREE ROAD NE
ATLANTA, GA 30319
Contact
Website: http://www.canterburycourt.org
Phone: +1 (404) 261-6611
Nonprofit
NTEE: E91 - Nursing, Convalescent Facilities
EIN: 58-0871510

Mission

SEE SCHEDULE OCANTERBURY COURT'S MISSION IS TO PROVIDE AN ATTRACTIVE RESIDENTIAL SETTING WITH QUALITY CONTINUING CARE SERVICES, WHILE BEING RESPONSIVE TO THE CHANGING NEEDS OF RESIDENTS. CANTERBURY COURT STRIVES TO ENCOURAGE INDEPENDENCE THROUGH STIMULATING PROGRAMS AND ACTIVITIES, PROVIDES FOR DIGNITY THROUGH CARING PROFESSIONAL PERSONAL CARE AND NURSING SERVICES, AND ASSURES FINANCIAL SECURITY THROUGH RESPONSIBLE OPERATIONS, WHILE MANAGED AS A NOT-FOR-PROFIT CORPORATION.
 20172016201520142013
Basic features of the organization
Doing business as nameCANTERBURY COURT
Year of formation1962
Subsection code03
PF filing required0    
Metropolitan statistical area0520
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$370,562.00$405,476.00$390,844.00$386,539.00$345,647.00
Sum of reportable (W2/1099) compensation$699,102.00$567,896.00$467,796.00$422,245.00$389,091.00
Number of employees270253255236237
Number of people compensated >$100k43333
Number of volunteers202020725
Number of highly compensated contractors12220 
Personnel
Adams, John
Title  TRUSTEETRUSTEETRUSTEE
Name of key/compensated person  JOHN ADAMSJOHN ADAMSJOHN ADAMS
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  2.002.002.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.000.00 
Aldridge, David
TitleVICE CHAIR  TREASURERTREASURER
Name of key/compensated personDAVID ALDRIDGE  DAVID ALDRIDGEDAVID ALDRIDGE
Position of compensated person
Current individual trustee or directorTrue  TrueTrue
Average hours per week working for org2.00  5.005.00
Reportable compensation from org$0.00  $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00  $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  $0.00$0.00
Average hours per week working for related orgs0.00  0.00 
Alridge, David
Title VICE CHAIR   
Name of key/compensated person DAVID ALRIDGE   
Position of compensated person
Current individual trustee or director True   
Average hours per week working for org 2.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Boyd, Charles
TitleSECRETARYSECRETARYSECRETARYSECRETARYSECRETARY
Name of key/compensated personCHARLES BOYDCHARLES B BOYDCHARLES B BOYDCHARLES B BOYDCHARLES BOYD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org5.005.005.005.005.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00 0.000.00 
Burke, Nicole
TitleDIRECTOR OF SALES AND MARKETING    
Name of key/compensated personNICOLE BURKE    
Position of compensated person
Average hours per week working for org40.00    
Reportable compensation from org$130,007.00    
Other comp, non-reportable, from org and related orgs$11,430.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Chadwick, Elizabeth
TitleTRUSTEETRUSTEETRUSTEE  
Name of key/compensated personELIZABETH CHADWICKELIZABETH CHADWICKELIZABETH CHADWICK  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs0.00 0.00  
Cole, Matt
TitleTRUSTEE    
Name of key/compensated personMATT COLE    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Currey, Brad
TitleTRUSTEE    
Name of key/compensated personBRAD CURREY    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Daniel, Harold
TitleCHAIRCHAIR ELECTTRUSTEETRUSTEETRUSTEE
Name of key/compensated personHAROLD DANIELHAROLD DANIELHAROLD DANIELHAROLD DANIELHAROLD DANIEL
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org5.005.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00 0.000.00 
Downs, Thomas
TitleFORMER CFO    
Name of key/compensated personTHOMAS DOWNS    
Position of compensated person
Average hours per week working for org40.00    
Reportable compensation from org$172,173.00    
Other comp, non-reportable, from org and related orgs$12,378.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Downs, Tom
Title CFOCFOCFOCFO
Name of key/compensated person TOM DOWNSTOM DOWNSTOM DOWNSTOM DOWNS
Position of compensated person
Average hours per week working for org 40.0040.0040.0040.00
Reportable compensation from org $153,646.00$160,068.00$134,153.00$125,732.00
Other comp, non-reportable, from org and related orgs $19,206.00$18,861.00$17,740.00$16,590.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Average hours per week working for related orgs  0.000.00 
Elliott, Paul
Title  TRUSTEEPAST PRESIDENTPAST PRESIDE
Name of key/compensated person  PAUL J ELLIOTTPAUL J ELLIOTTPAUL ELLIOTT
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  2.002.002.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.000.00 
Feezor, Betty
TitlePAST CHAIRCHAIRCHAIRPRESIDENT ELECTVICE PRESIDE
Name of key/compensated personBETTY FEEZORBETTY FEEZORBETTY FEEZORBETTY FEEZORBETTY FEEZOR
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org5.005.005.005.005.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00 0.000.00 
Gillon, Anna
TitleTRUSTEETRUSTEE   
Name of key/compensated personANNA GILLONANNA GILLON   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.00    
Hayes, Kevin
TitleTRUSTEETRUSTEETRUSTEE  
Name of key/compensated personKEVIN HAYESKEVIN HAYESKEVIN HAYES  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs0.00 0.00  
James, Mary
Title TRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated person MARY JAMESMARY JAMESMARY JAMESMARY JAMES
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 2.002.002.002.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Average hours per week working for related orgs  0.000.00 
Kevin, Hayes
Title   TRUSTEE 
Name of key/compensated person   HAYES KEVIN 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   2.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Average hours per week working for related orgs   0.00 
Konas, Charles
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personCHARLES KONASCHARLES KONASCHARLES KONASCHARLES KONASCHARLES KONAS
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00 0.000.00 
Kyle, Elliott
Title  PAST CHAIRPRESIDENTPRESIDENT
Name of key/compensated person  ELLIOTT KYLEELLIOTT KYLEELLIOTT KYLE
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  2.005.005.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.000.00 
Lamson, Philip
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personPHILIP LAMSONPHILIP LAMSONPHILIP LAMSONPHILIP LAMSONPHILIP LAMSON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00 0.000.00 
Mays, Robert
TitleVICE CHAIRVICE CHAIRVICE CHAIRVICE PRESIDENTTRUSTEE
Name of key/compensated personROBERT MAYSROBERT L MAYSROBERT L MAYSROBERT L MAYSROBERT MAYS
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org5.005.005.005.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00 0.000.00 
Miller, Robert
TitleTRUSTEETRUSTEE   
Name of key/compensated personROBERT MILLERROBERT MILLER   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.00    
Moore, William
Title   TRUSTEETRUSTEE
Name of key/compensated person   WILLIAM MOOREWILLIAM MOORE
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   2.002.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   0.00 
Parker, Julie
TitleADMINISTRATORASSISTANT ADMINASSISTANT ADMINASSISTANT ADMINASSISTANT AD
Name of key/compensated personJULIE PARKERJULIE PARKERJULIE PARKERJULIE PARKERJULIE PARKER
Position of compensated person
Average hours per week working for org40.0040.0040.0040.0040.00
Reportable compensation from org$150,186.00$124,779.00$117,963.00$110,859.00$104,961.00
Other comp, non-reportable, from org and related orgs$11,783.00$17,290.00$17,089.00$16,157.00$13,075.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00 0.000.00 
Price, Andrea
Title IMMEDIATE PAST EXDIR/PRES.IMMEDIATE PAST EXDIR/PRES.EXEC. DIRECTOREXEC. DIRECT
Name of key/compensated person ANDREA PRICEANDREA PRICEANDREA PRICEANDREA PRICE
Position of compensated person
Average hours per week working for org 40.0040.0040.0040.00
Reportable compensation from org $192,548.00$189,765.00$177,233.00$158,398.00
Other comp, non-reportable, from org and related orgs $17,071.00$20,493.00$20,041.00$19,235.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Average hours per week working for related orgs  0.000.00 
Robertson, Paul
TitleTREASURERTREASURERTREASURERTRUSTEETRUSTEE
Name of key/compensated personPAUL ROBERTSONPAUL ROBERTSONPAUL ROBERTSONPAUL ROBERTSONPAUL ROBERTSON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org5.005.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00 0.000.00 
Robinson, Lee
TitleVICE CHAIRVICE CHAIRVICE CHAIRVICE PRESIDENTTRUSTEE
Name of key/compensated personLEE ROBINSONLEE ROBINSONLEE ROBINSONLEE ROBINSONLEE ROBINSON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org5.005.005.005.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00 0.000.00 
Stephens, Robert
TitleTRUSTEETRUSTEE   
Name of key/compensated personROBERT STEPHENS JRROBERT L STEPHENS JR   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.00    
Stewart, Ken
TitleTRUSTEETRUSTEETRUSTEE  
Name of key/compensated personKEN STEWARTKEN STEWARTKEN STEWART  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs0.00 0.00  
Swanson, Warren
TitleCFO    
Name of key/compensated personWARREN SWANSON    
Position of compensated person
Average hours per week working for org40.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Vason, Wayne
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personWAYNE VASONWAYNE VASONWAYNE VASONWAYNE VASONWAYNE VASON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00 0.000.00 
Wasson, Margaret
Title    TRUSTEE
Name of key/compensated person    MARGARET WASSON
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Waterfill, Joseph
Title  ASST. TREASURERASST. TREASURERASST. TREASU
Name of key/compensated person  JOSEPH H WATERFILL IIIJOSEPH H WATERFILL IIIJOSEPH WATERFILL III
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  5.005.005.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.000.00 
Wells, James
TitlePRESIDENT & CEOPRESIDENT & CEOPRESIDENT & CEO  
Name of key/compensated personJAMES WELLSJAMES WELLSJAMES WELLS  
Position of compensated person
Average hours per week working for org40.0040.0040.00  
Reportable compensation from org$246,736.00$96,923.00$0.00  
Other comp, non-reportable, from org and related orgs$11,451.00$2,604.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs0.00 0.00  
Woodward, Frederick
TitleASSISTANT TREASURERASST. TREASURERTRUSTEETRUSTEETRUSTEE
Name of key/compensated personFREDERICK WOODWARD IIIFREDERICK W WOODWARD IIIFREDERICK W WOODWARD IIIFREDERICK W WOODWARD IIIFREDERICK WOODWARD III
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org5.005.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.00 0.000.00 
Purpose: mission, activities, & accomplishments
Mission or significant activitiesSEE SCHEDULE OCANTERBURY COURT'S MISSION IS TO PROVIDE AN ATTRACTIVE RESIDENTIAL SETTING WITH QUALITY CONTINUING CARE SERVICES, WHILE BEING RESPONSIVE TO THE CHANGING NEEDS OF RESIDENTS. CANTERBURY COURT STRIVES TO ENCOURAGE INDEPENDENCE THROUGH STIMULATING PROGRAMS AND ACTIVITIES, PROVIDES FOR DIGNITY THROUGH CARING PROFESSIONAL PERSONAL CARE AND NURSING SERVICES, AND ASSURES FINANCIAL SECURITY THROUGH RESPONSIBLE OPERATIONS, WHILE MANAGED AS A NOT-FOR-PROFIT CORPORATION.SEE SCHEDULE OCANTERBURY COURT'S MISSION IS TO PROVIDE AN ATTRACTIVE RESIDENTIAL SETTING WITH QUALITY CONTINUING CARE SERVICES, WHILE BEING RESPONSIVE TO THE CHANGING NEEDS OF RESIDENTS. CANTERBURY COURT STRIVES TO ENCOURAGE INDEPENDENCE THROUGH STIMULATING PROGRAMS AND ACTIVITIES, PROVIDES FOR DIGNITY THROUGH CARING PROFESSIONAL PERSONAL CARE AND NURSING SERVICES, AND ASSURES FINANCIAL SECURITY THROUGH RESPONSIBLE OPERATIONS, WHILE MANAGED AS A NOT-FOR-PROFIT CORPORATION.SEE SCHEDULE OCANTERBURY COURT'S MISSION IS TO PROVIDE AN ATTRACTIVE RESIDENTIAL SETTING WITH QUALITY CONTINUING CARE SERVICES, WHILE BEING RESPONSIVE TO THE CHANGING NEEDS OF RESIDENTS. CANTERBURY COURT STRIVES TO ENCOURAGE INDEPENDENCE THROUGH STIMULATING PROGRAMS AND ACTIVITIES, PROVIDES FOR DIGNITY THROUGH CARING PROFESSIONAL PERSONAL CARE AND NURSING SERVICES, AND ASSURES FINANCIAL SECURITY THROUGH RESPONSIBLE OPERATIONS, WHILE MANAGED AS A NOT-FOR-PROFIT CORPORATION.CANTERBURY COURT'S MISSION IS TO PROVIDE AN ATTRACTIVE RESIDENTIAL SETTING WITH QUALITY CONTINUING CARE SERVICES, WHILE BEING RESPONSIVE TO THE CHANGING NEEDS OF RESIDENTS. CANTERBURY COURT STRIVES TO ENCOURAGE INDEPENDENCE THROUGH STIMULATING PROGRAMS AND ACTIVITIES, PROVIDES FOR DIGNITY THROUGH CARING PROFESSIONAL PERSONAL CARE AND NURSING SERVICES, AND ASSURES FINANCIAL SECURITY THROUGH RESPONSIBLE OPERATIONS, WHILE MANAGED AS A NOT-FOR-PROFIT CORPORATION.CANTERBURY COURT'S MISSION IS TO PROVIDE AN ATTRACTIVE RESIDENTIAL SETTING WITH QUALITY CONTINUING CARE SERVICES WHILE BEING RESPONSIVE TO THE CHANGING NEEDS OF RESIDENTS. THE ORGANIZATION STRIVES TO ENCOURAGE INDEPENDENCE THROUGH STIMULATING PROGRAMS AND ACTIVITIES, PROVIDE FOR DIGNITY THROUGH CARING PROFESSIONAL PERSONAL CARE AND NURSING SERVICES AND ASSURE FINANCIAL SECURITY THROUGH RESPONSIBLE OPERATIONS WHILE MANAGED AS A NOT-FOR-PROFIT CORPORATION.
Program service expenses, total$14,658,271.00$13,212,282.00$12,827,144.00$14,610,678.00$12,994,438.00
Programs, including revenue & expenses
CONTINUING CARE RETIREMENT COMMUNITY (CCRC) - PROVIDE ELDERLY HOUSING OPPORTUNITIES FOR INDEPENDENT, PERSONAL CARE AND NURSING HOME CARE TO APPROXIMATELY 260 ELDERLY RESIDENTS. PROGRAM SERVICES INCLUDE DINING, INFIRMARY, HOUSEKEEPING, MAINTENANCE, TRANSPORTATION, EXERCISE AND OTHER RESIDENT SERVICES.
Program expenses    $12,994,438.00
Program revenue    $16,001,325.00
Program description    CONTINUING CARE RETIREMENT COMMUNITY (CCRC) - PROVIDE ELDERLY HOUSING OPPORTUNITIES FOR INDEPENDENT, PERSONAL CARE AND NURSING HOME CARE TO APPROXIMATELY 260 ELDERLY RESIDENTS. PROGRAM SERVICES INCLUDE DINING, INFIRMARY, HOUSEKEEPING, MAINTENANCE, TRANSPORTATION, EXERCISE AND OTHER RESIDENT SERVICES.
LIFE PLAN COMMUNITY (LPC)- PROVIDE SENIOR HOUSING OPPORTUNITIES FOR INDEPENDENT, PERSONAL CARE AND SKILLED NURSING CARE TO APPROXIMATELY 260 SENIOR RESIDENTS. PROGRAM SERVICES INCLUDE SKILLED NURSING, DINING, HOUSEKEEPING, MAINTENANCE, TRANSPORTATION, EXERCISE, ACTIVITIES AND OTHER RESIDENT SERVICES.
Program expenses$14,658,271.00$13,212,282.00$12,827,144.00$14,610,678.00 
Program revenue$17,518,371.00$17,475,830.00$16,643,806.00$15,158,175.00 
Program descriptionLIFE PLAN COMMUNITY (LPC)- PROVIDE SENIOR HOUSING OPPORTUNITIES FOR INDEPENDENT, PERSONAL CARE AND SKILLED NURSING CARE TO APPROXIMATELY 260 SENIOR RESIDENTS. PROGRAM SERVICES INCLUDE SKILLED NURSING, DINING, HOUSEKEEPING, MAINTENANCE, TRANSPORTATION, EXERCISE, ACTIVITIES AND OTHER RESIDENT SERVICES.CONTINUING CARE RETIREMENT COMMUNITY(CCRC)- PROVIDE ELDERLY HOUSING OPPORTUNITIES FOR INDEPENDENT, PERSONAL CARE AND NURSING HOME CARE TO APPROXIMATELY 260 RESIDENTS. PROGRAM SERVICES INCLUDE DINING, INFIRMARY, HOUSEKEEPING, MAINTENANCE, TRANSPORTATION, EXERCISE, ACTIVITIES AND OTHER RESIDENT SERVICES.CONTINUING CARE RETIREMENT COMMUNITY(CCRC)- PROVIDE ELDERLY HOUSING OPPORTUNITIES FOR INDEPENDENT, PERSONAL CARE AND NURSING HOME CARE TO APPROXIMATELY 260 ELDERLY RESIDENTS. PROGRAM SERVICES INCLUDE DINING, INFIRMARY, HOUSEKEEPING, MAINTENANCE, TRANSPORTATION, EXERCISE, ACTIVITIES AND OTHER RESIDENT SERVICES.CONTINUING CARE RETIREMENT COMMUNITY(CCRC)- PROVIDE ELDERLY HOUSING OPPORTUNITIES FOR INDEPENDENT, PERSONAL CARE AND NURSING HOME CARE TO APPROXIMATELY 260 ELDERLY RESIDENTS. PROGRAM SERVICES INCLUDE DINING, INFIRMARY, HOUSEKEEPING, MAINTENANCE, TRANSPORTATION, EXERCISE, ACTIVITIES AND OTHER RESIDENT SERVICES. 
Financial data
Revenue
Total revenue$18,100,674.00$18,439,163.00$17,191,261.00$15,495,157.00$17,266,396.00
Revenue from contributions (total)$92,117.00$409,092.00$69,222.00$51,788.00$171,253.00
Investment income, current yr$440,630.00$554,241.00$478,233.00$285,194.00$1,093,818.00
Total revenue from grants, etc., current yr$92,117.00$409,092.00$69,222.00$51,788.00$171,253.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$49,556.00$0.00$0.00$0.00$0.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00 
Program service revenue (total)$17,518,371.00$17,475,830.00$16,643,806.00$15,158,175.00$16,001,325.00
Gross receipts$25,978,244.00$21,939,946.00$22,229,425.00$33,781,705.00$26,912,064.00
Sources of contributions
Revenue from all other contributions$92,117.00$409,092.00$69,222.00$51,788.00$171,253.00
Other types of revenue
Income from dividends, interest, and similar investments$388,842.00$478,858.00$367,534.00$381,537.00$428,135.00
Net rental income$49,556.00 $0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$17,790,165.00$16,043,533.00$15,797,776.00$17,146,217.00$15,371,745.00
Total functional expenses: program service $14,658,271.00$13,212,282.00$12,827,144.00$14,610,678.00$12,994,438.00
Total functional expenses: management and general$3,131,894.00$2,831,251.00$2,970,632.00$2,535,539.00$2,377,307.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Assets and liabilities
Total assets$94,059,981.00$95,024,087.00$86,130,686.00$86,178,430.00$85,891,676.00
Total assets, beginning of year$95,024,087.00$86,130,686.00$86,178,430.00$85,891,676.00$84,318,185.00
Total liabilities$75,557,197.00$77,338,463.00$71,269,279.00$72,062,861.00$70,481,894.00
Total liabilities, beginning of year$77,338,463.00$71,269,279.00$72,062,861.00$70,481,894.00$70,808,025.00
Unrestricted net assets, end of yr$9,560,242.00$9,555,122.00$7,138,811.00$5,795,673.00$7,225,476.00
Temporarily restricted net assets$5,321,498.00$4,509,458.00$4,101,552.00$4,698,852.00$4,563,262.00
Permanently restricted net assets, end of yr$3,621,044.00$3,621,044.00$3,621,044.00$3,621,044.00$3,621,044.00
Net assets$18,502,784.00$17,685,624.00$14,861,407.00$14,115,569.00$15,409,782.00
Net assets, beginning of year$17,685,624.00$14,861,407.00$14,115,569.00$15,409,782.00$13,510,160.00
Bond liabilities$36,845,000.00$38,405,000.00$39,910,000.00$40,645,000.00$42,422,672.00
Investments: publicly traded securities$13,731,270.00$18,908,379.00$14,471,672.00$15,019,037.00$12,830,743.00
Cash: non-interest bearing$4,607,961.00$1,182,794.00$4,037,543.00$6,588,776.00$4,678,623.00
Cash: non-interest bearing, beginning of year$1,182,794.00$4,037,543.00$6,588,776.00$4,678,623.00$1,964,542.00
Investments -- program-related  $0.00$231,856.00$5,091,777.00
Other financial variables
Revenue less expenses$310,509.00$2,395,630.00$1,393,485.00-$1,651,060.00$1,894,651.00
Advertising (total)$693,610.00$245,348.00$446,055.00$443,430.00$325,495.00
Savings & temp cash investment$8,359,594.00$11,490,188.00$7,863,530.00$3,421,082.00$3,197,182.00
Accounts receivable, net$598,220.00$2,788,582.00$812,073.00$1,396,461.00$945,643.00
Prepaid expenses & deferred charges$382,558.00$409,971.00$453,038.00$490,106.00$721,093.00
Accounts payable & accrued expenses$1,183,900.00$1,384,473.00$1,079,972.00$1,172,052.00$1,248,584.00
Deferred revenue$37,528,297.00$37,548,990.00$30,279,307.00$30,245,809.00$26,810,638.00
Total net assets or fund balances$18,502,784.00$17,685,624.00$14,861,407.00$14,115,569.00$15,409,782.00
Depreciation, depletion, amortization$3,040,666.00$2,781,660.00$2,639,384.00$2,489,493.00$2,393,823.00
Governance and accountability
Number of voting members1918181818
Number of independent voting members1918181818
Financial sheets auditedTrueTrueTrueTrueTrue
Audit on consolidated basisTrue    
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-10-012015-10-012014-10-012013-10-012012-10-01
Tax year end date2017-09-012016-09-012015-09-012014-09-012013-09-01
Indicators for schedules (selected)
Business transaction with entity ownerTrueTrueTrue  
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-10-052017-10-072016-07-202015-02-242014-04-08
IRS schema version2016v3.02015v3.02014v6.02013v4.02012v2.3
Filing identifier201802289349300120201741879349300614201610509349301106201530379349300218201440859349300414
Use these data in your project Benchmark this organization against its peers