Community Retirement INC FY2021 filing

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To provide skilled nursing care and intermediate resident care to the elderly.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$104K 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

FY2021 · 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
3 of 6
filings with a surplus
Average deficit $556K a year · 12% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$104K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 1.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $30K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3.6M
46% of total assets
Looks good: liabilities are 46% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 7 voting members
Looks good: 6 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.5M
+0.9% vs prior year
Spent
$4.2M
To programs
87%
Net assets
$4.1M
By yearFY2020–FY2025
Revenue
$4.5M
FY2021▲ +0.9%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.4M
FY2021$4.5M
FY2022$3.6M
FY2023$4.0M
FY2024$5.9M
FY2025$5.5M
Expenses
$4.2M
FY2021▼ -2%
Tap a bar for its year
Expenses by fiscal year
FY2020$4.3M
FY2021$4.2M
FY2022$4.7M
FY2023$5.9M
FY2024$5.9M
FY2025$6.3M
Net assets
$4.1M
FY2021▲ +14%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.6M
FY2021$4.1M
FY2022$2.5M
FY2023$613K
FY2024$2.4M
FY2025$909K

From the FY2021 Form 990 (year ending August 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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 Oct 1962.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $3.6M Management & general 13% · $554K

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

9 people listed on the 990; $104K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Administrator
$104,493Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Secretary/Treasurer (term Ended Dec 2021)
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Alicia Thorne$109,893$118,990$114,298$105,507——
Tom Stephenson—$66,512$100,671$99,966$104,493$97,939
Amanda Yoder$47,578$23,078————

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.

See Community Retirement INC executive salaries →

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
  • Loans to or from officersSch L · Pt II2 listed

Programs and updates

Offers skilled nursing and intermediate medical care for the elderly.

Questions for Community Retirement INC

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1 program · $3.6M · in their own filed words · FY2020
01

Community retirement inc operates the arthur home, a nursing home which provides licensed skilled and intermediate medical care, primarily to elderly PATIENTS.THE arthur home recognizes that everyone's needs are different and have been providing an individualized plan of care that addresses both the physical and emotional well-being of…

$3.6Mprogram 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
Total grants receivedfrom 2 funders$30K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$4.5M
Ln 12
Fees for servicesLn 2g$4.3M
Gifts and grantsLn 1h$118K
Other incomeLn 4–11$45K
Money outPt IX
$4.2M
Ln 25
Programscol B$3.6M
Managementcol C$554K
Owns and owesPt X
$4.1M
net assets · Ln 32
Cash and savingsLn 1–2$634K
Total assetsLn 16$7.7M
LiabilitiesLn 26$3.6M
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$118K
Government grantsLn 1e$67K
Fees for servicesLn 2g$4.3M
Investment incomeLn 3$80
Other incomeLn 4–11$45K
Total revenueLn 12$4.5M
Assets in detailPt X, end of year
CashLn 1$99K
SavingsLn 2$536K
Cash and savings togetherLn 1–2$634K
Pledges and grants receivableLn 3$266K
Accounts receivableLn 4$935K
Inventories for sale or useLn 8$14K
Prepaid expenses and deferred chargesLn 9$203K
Land, buildings, equipmentLn 10c$3.1M
Other assetsLn 15$2.5M
Total assetsLn 16$7.7M
LiabilitiesLn 26$3.6M
Net assetsLn 32$4.1M
OperationsPt I, VI
EmployeesI 5139
VolunteersI 68
Fiscal year endsHeaderAugust
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 FY21End FY21
Cash and savingsLn 1–2$574K$634K
Land, buildings, equipmentLn 10c$3.1M$3.1M
Total assetsLn 16$7.2M$7.7M
LiabilitiesLn 26$3.6M$3.6M
Net assetsLn 32$3.6M$4.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$89K$89K
Other salaries and wagesLn 7$2.1M$2.0M$173K
Pension plan contributionsLn 8$22K$20K$3K
Other employee benefitsLn 9$86K$76K$10K
Payroll taxesLn 10$177K$156K$21K
Accounting feesLn 11c$64K$64K
Other fees for servicesLn 11g$487K$487K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$182K$154K$28K
Information technologyLn 14$100K$100$100K
OccupancyLn 16$87K$72K$15K
TravelLn 17$2K$2K$252
Conferences, conventions and meetingsLn 19$3K$3K
InterestLn 20$88K$88K
Depreciation, depletion and amortizationLn 22$96K$96K
InsuranceLn 23$91K$91K
Other expenses (24a–d)Ln 24$439K$425K$14K
All other expensesLn 24e$37K$5K$32K
Total functional expensesLn 25$4.2M$3.6M$554K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jul 15, 2026 $5.5M$6.3M−$758K$909K 990 PDF
FY2024Filed with the IRS Jul 15, 2025 $5.9M$5.9M$22K$2.4M 990 PDF
FY2023Filed with the IRS Jul 9, 2024 $4.0M$5.9M−$1.9M$613K 990 PDF
FY2022Filed with the IRS Jul 17, 2023 $3.6M$4.7M−$1.1M$2.5M 990 PDF
FY2021 ViewingFiled with the IRS Jul 18, 2022 $4.5M$4.2M$266K$4.1M 990 PDF
FY2020Filed with the IRS Jul 8, 2021 $4.4M$4.3M$137K$3.6M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $4,463,067 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $279,843$117,505
I-9 Program service revenuePrior year $4,086,837$4,300,256
I-10 Investment incomePrior year $301$80
I-11 Other revenuePrior year $56,001$45,226
I-12 Total revenuePrior year $4,422,982$4,463,067
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 $2,763,138$2,517,790
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,523,153$1,678,951
I-18 Total expensesPrior year $4,286,291$4,196,741
I-19 Revenue less expensesPrior year $136,691$266,326
Part VI · Governance 6 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members6
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 $4,463,067 across 8 lines filed
VIII-1e Government grants$66,732
VIII-1f All other contributions, gifts and grants$50,773
VIII-1h Total contributions, gifts and grants$117,505
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,300,256$4,300,256
VIII-3 Investment incomeExcluded from tax $80$80
VIII-6 Net rental income or lossExcluded from tax $34,115$34,115
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $11,111$11,111
VIII-12 Total revenueRelated to mission $4,300,256 · Unrelated business $0 · Excluded from tax $45,306$4,463,067
Part IX · Statement of functional expenses $4,196,741 across 18 lines filed
IX-5 Pay of current officers, directors and key staffManagement $89,353$89,353
IX-7 Other salaries and wagesPrograms $1,970,697 · Management $172,560$2,143,257
IX-8 Pension plan contributionsPrograms $19,733 · Management $2,623$22,356
IX-9 Other employee benefitsPrograms $75,848 · Management $10,081$85,929
IX-10 Payroll taxesPrograms $156,143 · Management $20,752$176,895
IX-11c Accounting feesManagement $63,698$63,698
IX-11g Other fees for servicesPrograms $486,997$486,997
IX-12 Advertising and promotionManagement $2,709$2,709
IX-13 Office expensesPrograms $154,001 · Management $28,106$182,107
IX-14 Information technologyPrograms $100 · Management $99,737$99,837
IX-16 OccupancyPrograms $72,282 · Management $15,001$87,283
IX-17 TravelPrograms $1,841 · Management $252$2,093
IX-19 Conferences, conventions and meetingsManagement $3,382$3,382
IX-20 InterestPrograms $88,246$88,246
IX-22 Depreciation, depletion and amortizationPrograms $95,669$95,669
IX-23 InsurancePrograms $91,019$91,019
IX-24 Other expenses (24a–d)Programs $425,069 · Management $13,573$438,642
IX-24e All other expensesPrograms $4,812 · Management $32,457$37,269
IX-25 Total functional expensesPrograms $3,642,457 · Management $554,284 · Fundraising $0$4,196,741
Part X · Balance sheet $7,722,779 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $55,525$98,749
X-2 Savings and temporary cash investmentsStart of year $517,978$535,640
X-3 Pledges and grants receivableStart of year $309,270$266,153
X-4 Accounts receivableStart of year $303,283$935,195
X-8 Inventories for sale or useStart of year $14,345$13,747
X-9 Prepaid expenses and deferred chargesStart of year $295,569$203,454
X-10c Land, buildings and equipment, netStart of year $3,146,865$3,121,038
X-15 Other assetsStart of year $2,537,129$2,548,803
X-16 Total assetsStart of year $7,179,964$7,722,779
X-17 Accounts payable and accrued expensesStart of year $719,665$857,087
X-19 Deferred revenueStart of year $48,524$7,343
X-21 Escrow or custodial accountsStart of year $2,629$8,225
X-22 Loans from officers and insidersStart of year $226,128$229,962
X-23 Secured mortgages and notes payableStart of year $2,167,139$2,095,039
X-25 Other liabilitiesStart of year $392,039$386,643
X-26 Total liabilitiesStart of year $3,556,124$3,584,299
X-27 Net assets without donor restrictionsStart of year $3,274,690$3,841,463
X-28 Net assets with donor restrictionsStart of year $349,150$297,017
X-32 Total net assets or fund balancesStart of year $3,623,840$4,138,480
X-33 Total liabilities and net assetsStart of year $7,179,964$7,722,779
Part XI · Reconciliation of net assets $4,138,480 net assets at year end
XI-1 Total revenue$4,463,067
XI-2 Total expenses$4,196,741
XI-3 Revenue less expenses$266,326
XI-4 Net assets at start of year$3,623,840
XI-8 Prior period adjustments$248,314
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,138,480

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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