Fox Manor INC FY2021 filing

Tax-deductible

Waterford, MI501(c)(3)Since 1989Human ServicesEIN 38-2906665Revenue $1.5M in FY2021

On file with the IRSlourdesseniorcommunity.org2300 Watkins Lake Rd, 48328-1439 · Waterford, MITax-exempt since Mar 1946Publicly supported — 509(a)(2)

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Lourdes senior community, inspired by the gospel of jesus and sponsored by the dominican sisters of peace, provides a broad continuum of care for seniors and their families. All who minister at lourdes honor the uniqueness of each person with compassion, love, respect and dignity.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
6 of 6
filings with a surplus
Average surplus $433K a year · 26% 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
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 4.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$36K
0.6% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
+6% vs prior year
Spent
$1.2M
To programs
76%
Net assets
$5.9M
By yearFY2020–FY2025
Revenue
$1.5M
FY2021▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$1.5M
FY2022$1.6M
FY2023$1.8M
FY2024$1.7M
FY2025$2.0M
Expenses
$1.2M
FY2021▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.1M
FY2021$1.2M
FY2022$1.2M
FY2023$1.2M
FY2024$1.3M
FY2025$1.4M
Net assets
$5.9M
FY2021▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.5M
FY2021$5.9M
FY2022$6.0M
FY2023$6.7M
FY2024$7.1M
FY2025$7.8M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1946.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $913K Management & general 24% · $293K

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

16 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Fox Manor INC executive salaries →

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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 15aNo

Programs and updates

Provides comprehensive care for seniors, ensuring everyone receives support.

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Provided by the organization

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1 program · $913K · in their own filed words · FY2021
01

Rental housing for independent elderly over 65 years of age. One hot meal per day along with activities for both physical and spiritual needs are provided. Fox manor has 54 apartments available for rent.

$913Kprogram expense

Funders

Who pays for it.

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

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$130K
Gifts and grantsLn 1h$82K
Money outPt IX
$1.2M
Ln 25
Programscol B$913K
Managementcol C$293K
Owns and owesPt X
$5.9M
net assets · Ln 32
Cash and savingsLn 1–2$454K
Total assetsLn 16$5.9M
LiabilitiesLn 26$36K
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$82K
Government grantsLn 1e$82K
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$130K
Other incomeLn 4–11$160
Gains on assetsLn 7$97K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$454K
Cash and savings togetherLn 1–2$454K
InvestmentsLn 11–13$1.9M
Land, buildings, equipmentLn 10c$3.5M
Other assetsLn 15$10K
Total assetsLn 16$5.9M
LiabilitiesLn 26$36K
Net assetsLn 32$5.9M
OperationsPt I, VI
EmployeesI 530
VolunteersI 645
Fiscal year endsHeaderDecember
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$218K$454K
InvestmentsLn 11–13$2.2M$1.9M
Land, buildings, equipmentLn 10c$3.6M$3.5M
Total assetsLn 16$6.0M$5.9M
LiabilitiesLn 26$512K$36K
Net assetsLn 32$5.5M$5.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$491K$322K$170K
Pension plan contributionsLn 8$1K$1K
Other employee benefitsLn 9$46K$43K$3K
Payroll taxesLn 10$38K$275$37K
Other fees for servicesLn 11g$65K$52K$13K
Office expensesLn 13$204K$178K$27K
Information technologyLn 14$12K$12K
OccupancyLn 16$157K$157K
Conferences, conventions and meetingsLn 19$185$185
InterestLn 20$2K$2K
Depreciation, depletion and amortizationLn 22$138K$138K
InsuranceLn 23$31K$31K
Other expenses (24a–d)Ln 24$21K$21K$180
Total functional expensesLn 25$1.2M$913K$293K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.0M$1.4M$647K$7.8M 990 PDF
FY2024 $1.7M$1.3M$383K$7.1M 990 PDF
FY2023 $1.8M$1.2M$531K$6.7M 990 PDF
FY2022 $1.6M$1.2M$401K$6.0M 990 PDF
FY2021 Viewing $1.5M$1.2M$328K$5.9M 990 PDF
FY2020 $1.4M$1.1M$306K$5.5M 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 FY2021 990 (6 parts)
Part I · Summary $1,534,769 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,010$81,805
I-9 Program service revenuePrior year $1,359,624$1,322,374
I-10 Investment incomePrior year $82,499$130,430
I-11 Other revenuePrior year $0$160
I-12 Total revenuePrior year $1,445,133$1,534,769
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 $535,896$576,167
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $603,386$630,216
I-18 Total expensesPrior year $1,139,282$1,206,383
I-19 Revenue less expensesPrior year $305,851$328,386
Part VI · Governance 15 of 15 board members independent, 1 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $1,534,769 across 8 lines filed
VIII-1e Government grants$81,800
VIII-1f All other contributions, gifts and grants$5
VIII-1h Total contributions, gifts and grants$81,805
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,322,374$1,322,374
VIII-3 Investment incomeExcluded from tax $33,113$33,113
VIII-7 Net gain or loss on sales of assetsExcluded from tax $97,317$97,317
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $160$160
VIII-12 Total revenueRelated to mission $1,322,374 · Unrelated business $0 · Excluded from tax $130,590$1,534,769
Part IX · Statement of functional expenses $1,206,383 across 13 lines filed
IX-7 Other salaries and wagesPrograms $321,670 · Management $169,563$491,233
IX-8 Pension plan contributionsPrograms $1,356$1,356
IX-9 Other employee benefitsPrograms $43,098 · Management $2,853$45,951
IX-10 Payroll taxesPrograms $275 · Management $37,352$37,627
IX-11g Other fees for servicesPrograms $51,637 · Management $13,068$64,705
IX-13 Office expensesPrograms $177,625 · Management $26,583$204,208
IX-14 Information technologyManagement $12,469$12,469
IX-16 OccupancyPrograms $156,769$156,769
IX-19 Conferences, conventions and meetingsPrograms $185$185
IX-20 InterestPrograms $1,802$1,802
IX-22 Depreciation, depletion and amortizationPrograms $138,136$138,136
IX-23 InsuranceManagement $30,960$30,960
IX-24 Other expenses (24a–d)Programs $20,802 · Management $180$20,982
IX-25 Total functional expensesPrograms $913,355 · Management $293,028 · Fundraising $0$1,206,383
Part X · Balance sheet $5,929,599 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $218,495$454,148
X-4 Accounts receivableStart of year −$2,141$610
X-9 Prepaid expenses and deferred chargesStart of year $20,086$20,486
X-10c Land, buildings and equipment, netStart of year $3,556,783$3,546,686
X-11 Publicly traded securitiesStart of year $2,230,902$1,897,716
X-15 Other assetsStart of year $5,578$9,953
X-16 Total assetsStart of year $6,029,703$5,929,599
X-17 Accounts payable and accrued expensesStart of year $37,001$34,098
X-20 Tax-exempt bond liabilitiesStart of year $393,354$0
X-25 Other liabilitiesStart of year $0$2,232
X-26 Total liabilitiesStart of year $512,155$36,330
X-27 Net assets without donor restrictionsStart of year $5,517,548$5,893,269
X-32 Total net assets or fund balancesStart of year $5,517,548$5,893,269
X-33 Total liabilities and net assetsStart of year $6,029,703$5,929,599
Part XI · Reconciliation of net assets $5,893,269 net assets at year end
XI-1 Total revenue$1,534,769
XI-2 Total expenses$1,206,383
XI-3 Revenue less expenses$328,386
XI-4 Net assets at start of year$5,517,548
XI-5 Net unrealized gains (losses) on investments$47,335
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,893,269

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

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