Form 990 for tax year 2024
Filed by SOMMERSET NEIGHBORHOOD INCORPORATED.
What the amendment changed
Compared with the return it replaced , filed 13 August 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $2,915,147 changed to $2,773,999
- Total expenses
- $3,025,543 changed to $1,255,869
- Program service revenue
- $2,878,447 changed to $987,111
- Investment income
- $34,947 changed to $1,786,373
- Other revenue
- $1,753 changed to $515
- Total assets, end of year
- $12,882,224 changed to $0
- Total liabilities, end of year
- $14,405,416 changed to $0
- Net assets or fund balances, end of year
- -$1,523,192 changed to $0
- Program services expenses
- $1,688,553 changed to $942,039
- Management and general expenses
- $1,336,990 changed to $313,830
- Program service expenses (Part III)
- $1,688,553 changed to $942,039
Listed only on the earlier return
- ANGIE JULIAN
- E DEANN EATON
- MARIE TRIGG
Listed only on the later return
- DOUG WILSON
- TERRI SHIRROD
- TIM SHEAHAN
Totals
- Total revenue
- $2,773,999
- Total expenses
- $1,255,869
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $987,111
- Investment income
- $1,786,373
- Other revenue
- $515
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $942,039
- Management and general expenses
- $313,830
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $942,039
Program services were 75.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JESSICA GUILLORY
EXECUTIVE DIRECTOR
- Total calculated
- $109,286
- From this org
- $99,649
- From related orgs
- $0
- Other
- $9,637
- Hours/week
- 40
-
TERRI SHIRROD
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
DOUG WILSON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
TIM SHEAHAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 2 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
PACIFIC RETIREMENT SERVICES INC
501(C)(3) · SUPPORTING ORGANIZATION · OR
-
PACIFIC RETIREMENT SERVICES FOUNDATION INC
501(C)(3) · PUBLIC FOUNDATION · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · TX
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
UNIVERSITY RETIREMENT COMMUNITY AT DAVIS
501(C)(3) · SENIOR HOUSING · CA
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · WI
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
ROGUE VALLEY MANOR FOUNDATION INC
501(C)(3) · PUBLIC FOUNDATION · OR
Directly controlled by ROGUE VALLEY MANOR
-
MIRABELLA WASHINGTON FOUNDATION
501(C)(3) · PUBLIC FOUNDATION · WA
Directly controlled by MIRABELLA
-
501(C)(3) · PUBLIC FOUNDATION · OR
Directly controlled by CASCADE MANOR INC
-
501(C)(3) · PUBLIC FOUNDATION · WI
Directly controlled by CAPITOL LAKES INC
-
501(C)(3) · SENIOR HOUSING · WA
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · COMMUNITY SERVICES · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM ASHLAND HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM GRANTS PASS HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM ROSEBURG HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM MYRTLE CREEK HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM EAGLE POINT HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM KLAMATH FALLS HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM MEDFORD II HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM LIVELY OAKS HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM REEDSPORT HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM EUGENE HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM FORT WORTH I HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · TX
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM BEND II HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM FORT WORTH II HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · TX
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM MEDFORD III HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM ROSEBURG II HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM GRANTS PASS II HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · CA
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM MYRTLE CREEK II HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM PORTLAND HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM PORTLAND II HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM CENTRAL POINT HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · OR
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
RVM MANSFIELD HOUSING CORPORATION
501(C)(3) · SENIOR HOUSING · TX
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · WI
Directly controlled by CAPITOL LAKES INC
-
SENIOR HOUSING OF MIDDLETON INC
501(C)(3) · SENIOR HOUSING · WI
Directly controlled by CAPITOL LAKES INC
-
501(C)(3) · SENIOR HOUSING · AZ
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · CA
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
HAVERLAND CARTER LIFESTYLE GROUP
501(C)(3) · SENIOR HOUSING · NM
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
THE NEIGHBORHOOD IN RIO RANCHO
501(C)(3) · SENIOR HOUSING · NM
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SENIOR HOUSING · NM
Directly controlled by PACIFIC RETIREMENT SERVICES INC
-
501(C)(3) · SUPPORTING ORGANIZATION · NM
-
RALSTON CREEK NEIGHBORHOOD INC
501(C)(3) · SENIOR HOUSING · NM
Directly controlled by HAVERLAND CARTER LIFESTYLE GROUP
-
THE HAVERLAND CARTER NEIGHBORHOOD FOUNDATION
501(C)(3) · PUBLIC FOUNDATION · NM
Directly controlled by HAVERLAND CARTER LIFESTYLE GROUP
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · MANAGEMENT SERVICES · OR
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
$2,160,000
Disposition · LAND · Mar 3, 2025
-
$5,244,631
Disposition · BUILDING · Mar 3, 2025
-
$489,501
Disposition · FURNITURE, FIXTURES AND EQUIPMENT · Mar 3, 2025
-
$4,966
Disposition · CONSTRUCTION IN PROGRESS · Mar 3, 2025
Provenance
- Return type
- form_990
- Tax year
- 2024
- IRS schema version
- 2024v5.5
- Source object
- 202602249349302115
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