Our mission is to provide an enriched Living environment for those seeking privacy and independence, while nurturing continued growth of the human spirit through friendship, services and nurse-directed programs.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Run by 19 volunteers and 31 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
4 of 6
filings with a surplus
Average surplus $57K a year · 4% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
<1 mo
of spending, in cash
Worth a look: 0.8 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$591K
174% of total assets
Concern: liabilities are 174% of assets; over 80%.
Pt X · Ln 26
Independent board members
7
of 9 voting members
Looks good: 7 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
$1.6M
+5% vs prior year
Spent
$1.5M
To programs
85%
Net assets
−$252K
By yearFY2020–FY2025
Revenue
$1.6M
FY2025▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.5M
FY2021$1.6M
FY2022$1.4M
FY2023$1.5M
FY2024$1.5M
FY2025$1.6M
Expenses
$1.5M
FY2025-0.10%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$1.5M
FY2022$1.5M
FY2023$1.4M
FY2024$1.6M
FY2025$1.5M
Net assets
−$252K
FY2025▲ +21%
Tap a bar for its year
Net assets by fiscal year
FY2020−$498K
FY2021−$347K
FY2022−$383K
FY2023−$306K
FY2024−$320K
FY2025−$252K

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1998.

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

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $1.3M Management & general 15% · $232K

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

17 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Medical Staff (through Dec. 2024)
$0Pt VII · Sec A
$0Pt VII · Sec A
/Treasurer (through Nov. 2024)
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Lone Tree Senior Living 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

Offers assisted living services for senior adults.

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Provided by the organization

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1 program · $1.3M · in their own filed words · FY2024
01

The lodge is an assisted living facility designed for senior adults who wish to maintain their independence in an enriched, comfortable setting among friends, family and a dedicated staff. We provide you with choice, independence, 24-HOUR security, service as you need it, companionship, home-cooked meals, wellness programs, medication…

$1.3Mprogram expense

Funders

Who pays for it.

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

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.6M
Ln 12
Fees for servicesLn 2g$1.6M
Gifts and grantsLn 1h$20K
Other incomeLn 4–11$18K
Money outPt IX
$1.5M
Ln 25
Programscol B$1.3M
Managementcol C$232K
Owns and owesPt X
−$252K
net assets · Ln 32
Cash and savingsLn 1–2$107K
Total assetsLn 16$339K
LiabilitiesLn 26$591K
PeoplePt VI, VII
17
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$20K
Government grantsLn 1e$2K
Fees for servicesLn 2g$1.6M
Investment incomeLn 3$3K
Other incomeLn 4–11$18K
Total revenueLn 12$1.6M
Assets in detailPt X, end of year
CashLn 1$103K
SavingsLn 2$4K
Cash and savings togetherLn 1–2$107K
Land, buildings, equipmentLn 10c$237K
Total assetsLn 16$339K
LiabilitiesLn 26$591K
Net assetsLn 32−$252K
OperationsPt I, VI
EmployeesI 531
VolunteersI 619
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 FY25End FY25
Cash and savingsLn 1–2$171K$107K
Land, buildings, equipmentLn 10c$288K$237K
Total assetsLn 16$517K$339K
LiabilitiesLn 26$836K$591K
Net assetsLn 32−$320K−$252K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$774K$671K$103K
Pension plan contributionsLn 8$11K$9K$1K
Other employee benefitsLn 9$133K$115K$18K
Payroll taxesLn 10$59K$51K$8K
Legal feesLn 11b$788$788
Accounting feesLn 11c$3K$3K
Other fees for servicesLn 11g$151K$131K$20K
Advertising and promotionLn 12$1K$1K$196
Office expensesLn 13$4K$4K$572
OccupancyLn 16$67K$58K$9K
TravelLn 17$1K$1K$169
InterestLn 20$24K$24K
Depreciation, depletion and amortizationLn 22$70K$60K$9K
InsuranceLn 23$26K$23K$4K
Other expenses (24a–d)Ln 24$222K$192K$30K
All other expensesLn 24e$2K$2K$701
Total functional expensesLn 25$1.5M$1.3M$232K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.6M$1.5M$68K−$252K 990 PDF
FY2024 $1.5M$1.6M−$14K−$320K 990 PDF
FY2023 $1.5M$1.4M$77K−$306K 990 PDF
FY2022 $1.4M$1.5M−$36K−$383K 990 PDF
FY2021 $1.6M$1.5M$151K−$347K 990 PDF
FY2020 $1.5M$1.4M$93K−$498K 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 FY2025 990 (6 parts)
Part I · Summary $1,617,389 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,593$19,588
I-9 Program service revenuePrior year $1,510,527$1,577,254
I-10 Investment incomePrior year $4,546$2,547
I-11 Other revenuePrior year $18,000$18,000
I-12 Total revenuePrior year $1,537,666$1,617,389
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 $966,764$976,090
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $584,542$573,696
I-18 Total expensesPrior year $1,551,306$1,549,786
I-19 Revenue less expensesPrior year −$13,640$67,603
Part VI · Governance 7 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members7
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 $1,617,389 across 7 lines filed
VIII-1d Related organizations$17,588
VIII-1e Government grants$2,000
VIII-1h Total contributions, gifts and grants$19,588
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,577,254$1,577,254
VIII-3 Investment incomeExcluded from tax $2,547$2,547
VIII-6 Net rental income or lossExcluded from tax $18,000$18,000
VIII-12 Total revenueRelated to mission $1,577,254 · Unrelated business $0 · Excluded from tax $20,547$1,617,389
Part IX · Statement of functional expenses $1,549,786 across 16 lines filed
IX-7 Other salaries and wagesPrograms $670,584 · Management $103,161$773,745
IX-8 Pension plan contributionsPrograms $9,280 · Management $1,428$10,708
IX-9 Other employee benefitsPrograms $115,146 · Management $17,714$132,860
IX-10 Payroll taxesPrograms $50,940 · Management $7,837$58,777
IX-11b Legal feesManagement $788$788
IX-11c Accounting feesManagement $3,407$3,407
IX-11g Other fees for servicesPrograms $130,719 · Management $20,109$150,828
IX-12 Advertising and promotionPrograms $1,271 · Management $196$1,467
IX-13 Office expensesPrograms $3,715 · Management $572$4,287
IX-16 OccupancyPrograms $57,883 · Management $8,905$66,788
IX-17 TravelPrograms $1,101 · Management $169$1,270
IX-20 InterestManagement $24,335$24,335
IX-22 Depreciation, depletion and amortizationPrograms $60,460 · Management $9,301$69,761
IX-23 InsurancePrograms $22,909 · Management $3,524$26,433
IX-24 Other expenses (24a–d)Programs $192,461 · Management $29,609$222,070
IX-24e All other expensesPrograms $1,561 · Management $701$2,262
IX-25 Total functional expensesPrograms $1,318,030 · Management $231,756 · Fundraising $0$1,549,786
Part X · Balance sheet $339,223 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $167,345$103,313
X-2 Savings and temporary cash investmentsStart of year $3,649$3,874
X-4 Accounts receivableStart of year $40,710−$18,490
X-9 Prepaid expenses and deferred chargesStart of year $17,092$13,927
X-10c Land, buildings and equipment, netStart of year $287,865$236,599
X-16 Total assetsStart of year $516,661$339,223
X-17 Accounts payable and accrued expensesStart of year $162,311$139,432
X-25 Other liabilitiesStart of year $623,372$390,985
X-26 Total liabilitiesStart of year $836,380$591,339
X-27 Net assets without donor restrictionsStart of year −$319,719−$252,116
X-32 Total net assets or fund balancesStart of year −$319,719−$252,116
X-33 Total liabilities and net assetsStart of year $516,661$339,223
Part XI · Reconciliation of net assets −$252,116 net assets at year end
XI-1 Total revenue$1,617,389
XI-2 Total expenses$1,549,786
XI-3 Revenue less expenses$67,603
XI-4 Net assets at start of year−$319,719
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$252,116

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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