Fairmount Homes FY2022 filing

Tax-deductible

Ephrata, PA501(c)(3)Since 1967Health CareEIN 23-1680874

Fairmount homes is a ministry with mature adults, providing high quality services, promoting wholeness and creative living consistent with christ-centered mennonite values.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$1.1M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $1.4M a year · 6% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.1M
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.3 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $9K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$28.8M
58% of total assets
Fine: liabilities are 58% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$21.2M
-8% vs prior year
Spent
$21.1M
To programs
83%
Net assets
$20.5M
By yearFY2020–FY2025
Revenue
$21.2M
FY2022▼ -8%
Revenue by fiscal year
FY2020$20.8M
FY2021$22.9M
FY2022$21.2M
FY2023$23.2M
FY2024$25.8M
FY2025$25.4M
Expenses
$21.1M
FY2022▲ +2%
Expenses by fiscal year
FY2020$19.1M
FY2021$20.7M
FY2022$21.1M
FY2023$22.4M
FY2024$22.9M
FY2025$24.7M
Net assets
$20.5M
FY2022▼ -6%
Net assets by fiscal year
FY2020$18.6M
FY2021$21.7M
FY2022$20.5M
FY2023$21.8M
FY2024$24.9M
FY2025$26.0M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1967.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $17.4M Management & general 17% · $3.6M Fundraising 0% · $101K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

17 people listed on the 990; $1.1M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
$276,622Pt VII · Sec A
VP Health Services
$149,346Pt VII · Sec A
$146,938Pt VII · Sec A
$124,828Pt VII · Sec A
$113,206Pt VII · Sec A
$112,956Pt VII · Sec A
$105,503Pt VII · Sec A
$71,182Pt VII · Sec A

Jerry Lile’s $335K as CEO is at the 53rd percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Jerry Lile$335,159$322,293$294,532$276,622$276,622$238,046
Susan Noriega Til 325$174,775—————
Kent E Richard$170,410$160,690$153,704$146,938$146,938$136,963
Kay L Driver$163,236$70,728————
Samuel T Clement—$105,661$156,555———
Susan Noriega—$156,476$156,476$149,346$149,346$136,753
Allan Chanko————$112,956$135,119
Susan Howard - Till 12022———$124,828——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides high-quality services promoting wholeness and creative living for mature adults.

Provided by the organization

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1 program service account for $17.4M of program spending, described in the organization's own filed words · FY2021.
01

Providing housing, health care, and other related services to the elderly through the operation of a continuing care retirement community. The organization provided 34,364 resident days for skilled nursing care, 22,105 resident days for personal care, and 85,532 resident days for RESIDENTIAL/INDEPENDENT living.

$17.4Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$9K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$21.2M
Ln 12
Fees for servicesLn 2g$19.0M
Gifts and grantsLn 1h$1.5M
Investment incomeLn 3$503K
Money outPt IX
$21.1M
Ln 25
Programscol B$17.4M
Managementcol C$3.6M
Fundraisingcol D$101K
Owns and owesPt X
$20.5M
net assets · Ln 32
Cash and savingsLn 1–2$446K
Total assetsLn 16$49.3M
LiabilitiesLn 26$28.8M
PeoplePt VI, VII
17
listed · VII A
PaidVII A8
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.5M
Government grantsLn 1e$572K
Noncash giftsLn 1g$150K
Fundraising eventsLn 1c$88K
Fees for servicesLn 2g$19.0M
Investment incomeLn 3$503K
Other incomeLn 4–11$225K
Gains on assetsLn 7$388K
Total revenueLn 12$21.2M
Assets in detailPt X, end of year
CashLn 1$98K
SavingsLn 2$348K
Cash and savings togetherLn 1–2$446K
InvestmentsLn 11–13$6.8M
Land, buildings, equipmentLn 10c$39.2M
Other assetsLn 15$83K
Total assetsLn 16$49.3M
LiabilitiesLn 26$28.8M
Net assetsLn 32$20.5M
OperationsPt I, VI
EmployeesI 5386
VolunteersI 6375
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$1.0M$446K
InvestmentsLn 11–13$7.6M$6.8M
Land, buildings, equipmentLn 10c$39.8M$39.2M
Total assetsLn 16$51.3M$49.3M
LiabilitiesLn 26$29.6M$28.8M
Net assetsLn 32$21.7M$20.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$902K$902K
Other salaries and wagesLn 7$10.9M$10.0M$810K$84K
Pension plan contributionsLn 8$529K$477K$48K$4K
Other employee benefitsLn 9$1.1M$1.1M$53K$7K
Payroll taxesLn 10$865K$747K$112K$6K
Legal feesLn 11b$91K$91K
Accounting feesLn 11c$53K$53K
Investment management feesLn 11f$37K$37K
Other fees for servicesLn 11g$871K$772K$99K
Advertising and promotionLn 12$59K$59K
Office expensesLn 13$844K$735K$109K
Information technologyLn 14$164K$31K$133K
OccupancyLn 16$1.0M$927K$75K
TravelLn 17$32K$29K$3K
Conferences, conventions and meetingsLn 19$21K$18K$3K
InterestLn 20$466K$345K$121K
Depreciation, depletion and amortizationLn 22$1.7M$1.2M$422K
InsuranceLn 23$250K$250K
Other expenses (24a–d)Ln 24$1.2M$1.0M$201K
Total functional expensesLn 25$21.1M$17.4M$3.6M$101K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $25.4M$24.7M$678K$26.0M 990 PDF
FY2024 $25.8M$22.9M$2.8M$24.9M 990 PDF
FY2023 $23.2M$22.4M$749K$21.8M 990 PDF
FY2022 Viewing $21.2M$21.1M$114K$20.5M 990 PDF
FY2021 $22.9M$20.7M$2.2M$21.7M 990 PDF
FY2020 $20.8M$19.1M$1.7M$18.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (4 parts)
Part VIII · Statement of revenue $21,169,489 across 12 lines filed
VIII-1c Fundraising events$87,517
VIII-1e Government grants$572,322
VIII-1f All other contributions, gifts and grants$825,696
VIII-1g Noncash contributions (included above)$150,369
VIII-1h Total contributions, gifts and grants$1,485,535
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $18,956,049$18,956,049
VIII-3 Investment incomeExcluded from tax $114,774$114,774
VIII-6 Net rental income or lossExcluded from tax −$4,243−$4,243
VIII-7 Net gain or loss on sales of assetsExcluded from tax $388,125$388,125
VIII-8 Net income from fundraising eventsExcluded from tax $37,288$37,288
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $191,961$191,961
VIII-12 Total revenueRelated to mission $18,956,049 · Unrelated business $0 · Excluded from tax $727,905$21,169,489
Part IX · Statement of functional expenses $21,055,187 across 19 lines filed
IX-5 Pay of current officers, directors and key staffManagement $902,175$902,175
IX-7 Other salaries and wagesPrograms $9,990,228 · Management $810,197 · Fundraising $83,982$10,884,407
IX-8 Pension plan contributionsPrograms $477,089 · Management $47,865 · Fundraising $4,199$529,153
IX-9 Other employee benefitsPrograms $1,072,810 · Management $53,039 · Fundraising $6,818$1,132,667
IX-10 Payroll taxesPrograms $747,179 · Management $112,311 · Fundraising $5,924$865,414
IX-11b Legal feesManagement $90,846$90,846
IX-11c Accounting feesManagement $52,565$52,565
IX-11f Investment management feesManagement $36,807$36,807
IX-11g Other fees for servicesPrograms $771,585 · Management $99,279$870,864
IX-12 Advertising and promotionManagement $59,176$59,176
IX-13 Office expensesPrograms $735,232 · Management $108,620$843,852
IX-14 Information technologyPrograms $31,426 · Management $132,644$164,070
IX-16 OccupancyPrograms $927,311 · Management $74,691$1,002,002
IX-17 TravelPrograms $29,444 · Management $3,007$32,451
IX-19 Conferences, conventions and meetingsPrograms $17,953 · Management $3,092$21,045
IX-20 InterestPrograms $344,605 · Management $121,455$466,060
IX-22 Depreciation, depletion and amortizationPrograms $1,228,756 · Management $421,751$1,650,507
IX-23 InsuranceManagement $249,559$249,559
IX-24 Other expenses (24a–d)Programs $1,000,812 · Management $200,755$1,201,567
IX-25 Total functional expensesPrograms $17,374,430 · Management $3,579,834 · Fundraising $100,923$21,055,187
Part X · Balance sheet $49,270,291 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $6,821$98,144
X-2 Savings and temporary cash investmentsStart of year $1,025,654$348,263
X-4 Accounts receivableStart of year $1,650,707$1,876,553
X-9 Prepaid expenses and deferred chargesStart of year $1,083,285$846,629
X-10c Land, buildings and equipment, netStart of year $39,833,678$39,225,850
X-11 Publicly traded securitiesStart of year $7,584,793$6,792,323
X-15 Other assetsStart of year $105,163$82,529
X-16 Total assetsStart of year $51,290,101$49,270,291
X-17 Accounts payable and accrued expensesStart of year $1,835,202$1,688,532
X-19 Deferred revenueStart of year $12,695,203$12,111,760
X-20 Tax-exempt bond liabilitiesStart of year $13,086,311$12,944,255
X-24 Unsecured notes and loans payableStart of year $1,257,317$1,035,000
X-26 Total liabilitiesStart of year $29,559,346$28,773,432
X-27 Net assets without donor restrictionsStart of year $21,730,755$20,496,859
X-32 Total net assets or fund balancesStart of year $21,730,755$20,496,859
X-33 Total liabilities and net assetsStart of year $51,290,101$49,270,291
Part XI · Reconciliation of net assets $20,496,859 net assets at year end
XI-1 Total revenue$21,169,489
XI-2 Total expenses$21,055,187
XI-3 Revenue less expenses$114,302
XI-4 Net assets at start of year$21,730,755
XI-5 Net unrealized gains (losses) on investments−$1,348,198
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$20,496,859

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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