Provide independent living, assisted living, and skilled nursing to residents

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
$232K 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

FY2024 · 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
2 of 6
filings with a surplus
Average deficit $42K a year · under 1% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
75%
of spending
Fine: 75% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$232K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 2.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $493K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$3.6M
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$15.8M
+5% vs prior year
Spent
$16.4M
To programs
75%
Net assets
$11.2M
By yearFY2020–FY2025
Revenue
$15.8M
FY2024▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$18.6M
FY2021$16.8M
FY2022$14.4M
FY2023$15.0M
FY2024$15.8M
FY2025$16.6M
Expenses
$16.4M
FY2024▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2020$17.6M
FY2021$15.1M
FY2022$15.2M
FY2023$15.7M
FY2024$16.4M
FY2025$17.3M
Net assets
$11.2M
FY2024▼ -5%
Tap a bar for its year
Net assets by fiscal year
FY2020$11.7M
FY2021$13.3M
FY2022$12.4M
FY2023$11.8M
FY2024$11.2M
FY2025$10.6M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 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 Feb 1967.

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

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $12.3M Management & general 25% · $4.1M

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

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Who runs it and what they're paid

12 people listed on the 990; $232K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$120,782Pt VII · Sec A
Chief Development Officer
$111,536Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

David Dave Mannion’s $212K as CEO/CFO is at the 50th percentile of top reported officer pay among 3122 $10–100M human services 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 · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
David Dave Mannion$211,953$120,782$110,313$110,313$113,745$113,745
Lisa Gentile$114,911$111,536————

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

Offers independent, assisted living, and skilled nursing care for residents.

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Provided by the organization

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1 program · $12.3M · in their own filed words · FY2023
01

Providing care to residents including catering to dietary needs, accomodating their home health care, and the operation and maintenance of facilities used by residents.

$12.3Mprogram expense

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 · FY2024
See all 4 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$15.8M
Ln 12
Fees for servicesLn 2g$12.9M
Other incomeLn 4–11$2.0M
Gifts and grantsLn 1h$717K
Money outPt IX
$16.4M
Ln 25
Programscol B$12.3M
Managementcol C$4.1M
Owns and owesPt X
$11.2M
net assets · Ln 32
Cash and savingsLn 1–2$3.0M
Total assetsLn 16$14.8M
LiabilitiesLn 26$3.6M
PeoplePt VI, VII
12
listed · VII A
PaidVII A2
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$717K
Government grantsLn 1e$170K
Fees for servicesLn 2g$12.9M
Investment incomeLn 3$99K
Other incomeLn 4–11$2.0M
Gains on assetsLn 7$11K
Total revenueLn 12$15.8M
Assets in detailPt X, end of year
CashLn 1$3.0M
Cash and savings togetherLn 1–2$3.0M
InvestmentsLn 11–13$1.1M
Land, buildings, equipmentLn 10c$10.3M
Other assetsLn 15$199K
Total assetsLn 16$14.8M
LiabilitiesLn 26$3.6M
Net assetsLn 32$11.2M
OperationsPt I, VI
EmployeesI 5301
VolunteersI 630
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 FY24End FY24
Cash and savingsLn 1–2$3.2M$3.0M
InvestmentsLn 11–13$978K$1.1M
Land, buildings, equipmentLn 10c$10.8M$10.3M
Total assetsLn 16$15.3M$14.8M
LiabilitiesLn 26$3.6M$3.6M
Net assetsLn 32$11.8M$11.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$134K$100K$33K
Other salaries and wagesLn 7$6.8M$5.1M$1.7M
Pension plan contributionsLn 8$81K$48K$33K
Other employee benefitsLn 9$1.1M$946K$159K
Payroll taxesLn 10$615K$474K$142K
Management feesLn 11a$29K$29K
Legal feesLn 11b$33K$33K
Accounting feesLn 11c$34K$34K
Other fees for servicesLn 11g$29K$2K$27K
Advertising and promotionLn 12$513K$513K
Office expensesLn 13$61K$61K
Information technologyLn 14$147K$147K
OccupancyLn 16$2.5M$2.1M$420K
TravelLn 17$69K$69K
InterestLn 20$1K$1K
Depreciation, depletion and amortizationLn 22$1.6M$1.6M
InsuranceLn 23$407K$407K
Other expenses (24a–d)Ln 24$2.1M$1.9M$256K
All other expensesLn 24e$84K$12K$72K
Total functional expensesLn 25$16.4M$12.3M$4.1M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $16.6M$17.3M−$694K$10.6M 990 PDF
FY2024 Viewing $15.8M$16.4M−$670K$11.2M 990 PDF
FY2023 $15.0M$15.7M−$635K$11.8M 990 PDF
FY2022 $14.4M$15.2M−$854K$12.4M 990 PDF
FY2021 $16.8M$15.1M$1.7M$13.3M 990 PDF
FY2020 $18.6M$17.6M$907K$11.7M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $15,762,748 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $844,524$716,913
I-9 Program service revenuePrior year $12,160,592$12,948,875
I-10 Investment incomePrior year $41,884$98,609
I-11 Other revenuePrior year $1,976,063$1,998,351
I-12 Total revenuePrior year $15,023,063$15,762,748
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $8,402,074$8,775,951
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $7,256,480$7,657,085
I-18 Total expensesPrior year $15,658,554$16,433,036
I-19 Revenue less expensesPrior year −$635,491−$670,288
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $15,762,748 across 9 lines filed
VIII-1d Related organizations$546,980
VIII-1e Government grants$169,933
VIII-1h Total contributions, gifts and grants$716,913
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $12,948,875$12,948,875
VIII-3 Investment incomeExcluded from tax $87,677$87,677
VIII-5 RoyaltiesExcluded from tax $11,267$11,267
VIII-7 Net gain or loss on sales of assetsExcluded from tax $10,932$10,932
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,987,084$1,987,084
VIII-12 Total revenueRelated to mission $14,935,959 · Unrelated business $0 · Excluded from tax $109,876$15,762,748
Part IX · Statement of functional expenses $16,433,036 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $100,344 · Management $33,448$133,792
IX-7 Other salaries and wagesPrograms $5,135,265 · Management $1,705,806$6,841,071
IX-8 Pension plan contributionsPrograms $47,795 · Management $32,918$80,713
IX-9 Other employee benefitsPrograms $945,747 · Management $159,416$1,105,163
IX-10 Payroll taxesPrograms $473,628 · Management $141,584$615,212
IX-11a Management feesPrograms $28,679$28,679
IX-11b Legal feesManagement $32,718$32,718
IX-11c Accounting feesManagement $33,751$33,751
IX-11g Other fees for servicesPrograms $2,284 · Management $26,768$29,052
IX-12 Advertising and promotionManagement $512,604$512,604
IX-13 Office expensesManagement $60,757$60,757
IX-14 Information technologyManagement $147,372$147,372
IX-16 OccupancyPrograms $2,085,992 · Management $420,409$2,506,401
IX-17 TravelManagement $69,167$69,167
IX-20 InterestPrograms $1,097$1,097
IX-22 Depreciation, depletion and amortizationPrograms $1,612,717$1,612,717
IX-23 InsuranceManagement $407,013$407,013
IX-24 Other expenses (24a–d)Programs $1,876,165 · Management $255,552$2,131,717
IX-24e All other expensesPrograms $12,238 · Management $71,802$84,040
IX-25 Total functional expensesPrograms $12,321,951 · Management $4,111,085 · Fundraising $0$16,433,036
Part X · Balance sheet $14,753,645 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $3,169,689$2,981,394
X-4 Accounts receivableStart of year $55,229$118,975
X-8 Inventories for sale or useStart of year $46,477$37,430
X-9 Prepaid expenses and deferred chargesStart of year $65,519$66,769
X-10c Land, buildings and equipment, netStart of year $10,799,943$10,256,907
X-11 Publicly traded securitiesStart of year $253,068$266,732
X-12 Other securitiesStart of year $725,006$826,185
X-15 Other assetsStart of year $198,207$199,253
X-16 Total assetsStart of year $15,313,138$14,753,645
X-17 Accounts payable and accrued expensesStart of year $1,535,224$1,829,921
X-19 Deferred revenueStart of year $1,930,773$1,654,492
X-25 Other liabilitiesStart of year $89,100$80,300
X-26 Total liabilitiesStart of year $3,555,097$3,564,713
X-27 Net assets without donor restrictionsStart of year $11,033,035$10,362,747
X-28 Net assets with donor restrictionsStart of year $725,006$826,185
X-32 Total net assets or fund balancesStart of year $11,758,041$11,188,932
X-33 Total liabilities and net assetsStart of year $15,313,138$14,753,645
Part XI · Reconciliation of net assets $11,188,932 net assets at year end
XI-1 Total revenue$15,762,748
XI-2 Total expenses$16,433,036
XI-3 Revenue less expenses−$670,288
XI-4 Net assets at start of year$11,758,041
XI-5 Net unrealized gains (losses) on investments$101,179
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$11,188,932

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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