Provision of housing and nursing services to senior citizens.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
Run by 30 volunteers and 88 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
3 of 6
filings with a surplus
Average surplus $1.6M a year · 13% 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
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$590K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
7 mo
of spending, in cash
Plus $13.9M in investments, Pt X · Ln 11–13
Looks good: 7.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $70
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$88.6M
74% of total assets
Worth a look: liabilities are 74% of assets; over 65%.
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
$10.7M
-4% vs prior year
Spent
$11.1M
To programs
83%
Net assets
$31.1M
By yearFY2020–FY2025
Revenue
$10.7M
FY2025▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2020$11.0M
FY2021$11.9M
FY2022$17.6M
FY2023$12.7M
FY2024$11.1M
FY2025$10.7M
Expenses
$11.1M
FY2025▼ -10%
Tap a bar for its year
Expenses by fiscal year
FY2020$11.1M
FY2021$10.2M
FY2022$9.7M
FY2023$11.0M
FY2024$12.4M
FY2025$11.1M
Net assets
$31.1M
FY2025▼ -8%
Tap a bar for its year
Net assets by fiscal year
FY2020$22.3M
FY2021$25.0M
FY2022$28.8M
FY2023$30.9M
FY2024$34.0M
FY2025$31.1M

From the FY2025 Form 990 (year ending September 2025) · 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 Sep 1988.

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

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $9.2M Management & general 17% · $1.9M Fundraising 0% · $24K

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

14 people listed on the 990; $590K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$232,469Pt VII · Sec A
Health & Wellness Director
$142,923Pt VII · Sec A
Dining Services Director
$111,904Pt VII · Sec A
Resident Care Manager
$102,622Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A

Shannon Brown’s $232K as Executive Director is at the 57th 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 · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Gilbert Carrasco———$184,466$249,872$234,358
Shannon Brown$232,469$227,208$200,000———
Melanie Fenn$142,923$135,586————
Rosanne Angel—————$139,705
Esosa Omokaro—————$136,524
Inderpreet Kaur————$135,000—
Erosa Omokaro———$123,600——
Samantha Dougherty—————$120,975

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 Aldersly 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 housing and nursing care for senior citizens.

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Provided by the organization

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3 programs · $9.2M · in their own filed words · FY2024
01

Independent Living Fees

Il includes living unit accommodation, 3 meals per day, utilities, window and floor coverings, towels & bed linens, weekly laundry service for towels & bed linens, housekeeping services every two weeks, SOCIAL/RECREATIONAL activities, maintenance of buildings and grounds.

$4.3Mprogram expense
02

Assisted Living Fees

Al includes all items provided in il plus the following: assistance with dressing, grooming, bathing & other personal hygiene; assistance with medication; arrangement of MEDICAL/DENTAL appointments; supervision of residents' SCHEDULES/ACTIVITIES; monitoring of food INTAKE/SPECIAL diets; carrying out physician's ORDERS.EXTENDED care fees…

$2.9Mprogram expense
03

Memory Care Living Fees

MC includes all items provided in il & al plus the following: technologically advanced memory care residences with an array of state-of the art features created to enhance the life experience and wellness of those with alzheimer's disease or other related dementias.

$2.0Mprogram 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 · FY2023
Total grants receivedfrom 1 funder$70

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$10.7M
Ln 12
Fees for servicesLn 2g$6.8M
Investment incomeLn 3$3.8M
Gifts and grantsLn 1h$120K
Money outPt IX
$11.1M
Ln 25
Programscol B$9.2M
Managementcol C$1.9M
Fundraisingcol D$24K
Owns and owesPt X
$31.1M
net assets · Ln 32
Cash and savingsLn 1–2$6.5M
Total assetsLn 16$119.7M
LiabilitiesLn 26$88.6M
PeoplePt VI, VII
14
listed · VII A
PaidVII A4
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$120K
Fees for servicesLn 2g$6.8M
Investment incomeLn 3$3.8M
Other incomeLn 4–11$3K
Gains on assetsLn 7$3.5M
Total revenueLn 12$10.7M
Assets in detailPt X, end of year
CashLn 1$5.6M
SavingsLn 2$943K
Cash and savings togetherLn 1–2$6.5M
InvestmentsLn 11–13$13.9M
Land, buildings, equipmentLn 10c$73.5M
Other assetsLn 15$25.0M
Total assetsLn 16$119.7M
LiabilitiesLn 26$88.6M
Net assetsLn 32$31.1M
OperationsPt I, VI
EmployeesI 588
VolunteersI 630
Fiscal year endsHeaderSeptember
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$4.5M$6.5M
InvestmentsLn 11–13$15.8M$13.9M
Land, buildings, equipmentLn 10c$45.7M$73.5M
Total assetsLn 16$113.3M$119.7M
LiabilitiesLn 26$79.3M$88.6M
Net assetsLn 32$34.0M$31.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$243K$24K$195K$24K
Other salaries and wagesLn 7$3.6M$3.4M$231K
Pension plan contributionsLn 8$60K$59K$2K
Other employee benefitsLn 9$329K$311K$18K
Payroll taxesLn 10$309K$275K$34K
Management feesLn 11a$591K$299K$292K
Legal feesLn 11b$201K$201K
Accounting feesLn 11c$203K$203K
Investment management feesLn 11f$141K$141K
Other fees for servicesLn 11g$44K$21K$23K
Information technologyLn 14$222K$206K$16K
OccupancyLn 16$495K$495K
Depreciation, depletion and amortizationLn 22$1.1M$1.0M$42K
InsuranceLn 23$683K$646K$37K
Other expenses (24a–d)Ln 24$2.6M$2.2M$368K
All other expensesLn 24e$274K$222K$51K
Total functional expensesLn 25$11.1M$9.2M$1.9M$24K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $10.7M$11.1M−$394K$31.1M 990 PDF
FY2024 $11.1M$12.4M−$1.2M$34.0M 990 PDF
FY2023 $12.7M$11.0M$1.8M$30.9M 990 PDF
FY2022 $17.6M$9.7M$7.8M$28.8M 990 PDF
FY2021 $11.9M$10.2M$1.7M$25.0M 990 PDF
FY2020 $11.0M$11.1M−$32K$22.3M 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 J · Pay O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $10,703,996 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,098,758$119,662
I-9 Program service revenuePrior year $8,125,258$6,773,091
I-10 Investment incomePrior year $1,899,146$3,808,174
I-11 Other revenuePrior year −$6,848$3,069
I-12 Total revenuePrior year $11,116,314$10,703,996
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 $5,101,047$4,552,828
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $7,262,182$6,545,505
I-18 Total expensesPrior year $12,363,229$11,098,333
I-19 Revenue less expensesPrior year −$1,246,915−$394,337
Part VI · Governance 10 of 10 board members independent, 1 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
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 $10,703,996 across 9 lines filed
VIII-1f All other contributions, gifts and grants$119,662
VIII-1h Total contributions, gifts and grants$119,662
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,773,091$6,773,091
VIII-3 Investment incomeExcluded from tax $314,880$314,880
VIII-6 Net rental income or lossRelated to mission $336$336
VIII-7 Net gain or loss on sales of assetsExcluded from tax $3,493,294$3,493,294
VIII-8 Net income from fundraising eventsExcluded from tax −$5,260−$5,260
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $7,993$7,993
VIII-12 Total revenueRelated to mission $6,773,427 · Unrelated business $0 · Excluded from tax $3,810,907$10,703,996
Part IX · Statement of functional expenses $11,098,333 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $24,324 · Management $194,588 · Fundraising $24,324$243,236
IX-7 Other salaries and wagesPrograms $3,380,421 · Management $231,005$3,611,426
IX-8 Pension plan contributionsPrograms $58,599 · Management $1,746$60,345
IX-9 Other employee benefitsPrograms $311,406 · Management $17,602$329,008
IX-10 Payroll taxesPrograms $274,667 · Management $34,146$308,813
IX-11a Management feesPrograms $299,179 · Management $291,708$590,887
IX-11b Legal feesManagement $200,668$200,668
IX-11c Accounting feesManagement $202,876$202,876
IX-11f Investment management feesManagement $141,385$141,385
IX-11g Other fees for servicesPrograms $21,226 · Management $22,618$43,844
IX-14 Information technologyPrograms $206,192 · Management $16,029$222,221
IX-16 OccupancyPrograms $494,906$494,906
IX-22 Depreciation, depletion and amortizationPrograms $1,035,762 · Management $41,803$1,077,565
IX-23 InsurancePrograms $646,132 · Management $37,210$683,342
IX-24 Other expenses (24a–d)Programs $2,246,412 · Management $367,765$2,614,177
IX-24e All other expensesPrograms $222,409 · Management $51,225$273,634
IX-25 Total functional expensesPrograms $9,221,635 · Management $1,852,374 · Fundraising $24,324$11,098,333
Part X · Balance sheet $119,746,096 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $1,679,595$5,600,104
X-2 Savings and temporary cash investmentsStart of year $2,797,467$943,318
X-4 Accounts receivableStart of year $182,925$120,088
X-8 Inventories for sale or useStart of year $37,932$40,372
X-9 Prepaid expenses and deferred chargesStart of year $666,392$678,131
X-10c Land, buildings and equipment, netStart of year $45,685,104$73,538,382
X-11 Publicly traded securitiesStart of year $15,770,161$13,871,345
X-15 Other assetsStart of year $46,473,861$24,954,356
X-16 Total assetsStart of year $113,293,437$119,746,096
X-17 Accounts payable and accrued expensesStart of year $8,242,622$7,250,202
X-19 Deferred revenueStart of year $3,094,914$6,240,050
X-20 Tax-exempt bond liabilitiesStart of year $63,887,970$58,731,226
X-25 Other liabilitiesStart of year $4,058,277$16,377,701
X-26 Total liabilitiesStart of year $79,283,783$88,599,179
X-27 Net assets without donor restrictionsStart of year $33,998,950$31,146,917
X-28 Net assets with donor restrictionsStart of year $10,704$0
X-32 Total net assets or fund balancesStart of year $34,009,654$31,146,917
X-33 Total liabilities and net assetsStart of year $113,293,437$119,746,096
Part XI · Reconciliation of net assets $31,146,917 net assets at year end
XI-1 Total revenue$10,703,996
XI-2 Total expenses$11,098,333
XI-3 Revenue less expenses−$394,337
XI-4 Net assets at start of year$34,009,654
XI-5 Net unrealized gains (losses) on investments−$2,328,715
XI-8 Prior period adjustments−$139,685
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$31,146,917

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

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