Status and standing
Is it real, and can you give to it?
Where the money goes
What each dollar paid for.
Statement of Functional Expenses
Financial health
Is it on solid ground?
Summary of the Filing
| FY2020 | $22.4M |
|---|---|
| FY2021 | $20.7M |
| FY2020 | $26.8M |
|---|---|
| FY2021 | $26.0M |
Balance Sheet
Statement of Revenue
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 92% | — | — |
| Overhead ratio | 8% | — | — |
| Fundraising cost ratio | 0% | — | — |
| Revenue growth | -0.5% | — | — |
| Legal fee ratio | 0.8% | — | — |
| Accounting fee ratio | 0.2% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Leadership and pay
Who runs it, and what are they paid?
Officers, Directors & Key Employees
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Governance & Policies
- 4Voting board membersPt VI · Ln 1a
- 2Independent board membersPt VI · Ln 1b
- Conflict-of-interest policyPt VI · Ln 12aYes
- Whistleblower policyPt VI · Ln 13No
- Document retention policyPt VI · Ln 14No
- Top official’s pay independently reviewedPt VI · Ln 15aNo
- Family or business ties among leadersPt VI · Ln 2Yes
Mission and programs
What it does.
Develops, finances, and operates affordable housing and provides assisted care for seniors and those with special needs.
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Where the work happens
Affordable rents and housing 96-32, with 137 independent living units and 30 assisted living units in a senior living retirement community.
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Filing history
Every return on file.
| Year | Revenue | Expenses | Change | Filing |
|---|---|---|---|---|
| FY2021 Latest Viewing | $5.4M | $6.3M | -0.5% | 990 PDF |
| FY2020 | $5.4M | $6.3M | 990 PDF |
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Schedules filed Part IV
Full filing: Form 990 for FY2021
Part IX · Statement of functional expenses $6,292,799 across 18 lines filed
Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.
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