AUGUSTA AREA HOME INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AUGUSTA AREA HOME INC (EIN 39-1098365)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-01-12
- IRS object ID
- 202320129349302807
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-12T09:25:13-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391098365 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUGUSTA AREA HOME INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AUGU | BusinessNameControlTxt |
| Phone | 7152862266 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 BRIDGE CREEK LANE | AddressLine1Txt |
| City | AUGUSTA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54722 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAHN BRADLEY | PersonNm |
| Person Title | ADMINISTRATOR | PersonTitleTxt |
| Phone | 7152862266 | PhoneNum |
| Signature | 2023-01-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAHN | PersonFirstNm |
| Person Last | BRADLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2023-01-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUGUSTA HEALTH AND REHABILITATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAHN BRADLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 BRIDGE CREEK LANE | AddressLine1Txt |
| City | AUGUSTA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,368,086 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AUGUSTAHEALTHANDREHAB.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE NURSING HOME CARE TO THE RESIDENTS OF AUGUSTA AREA HOME, INC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 155 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,025,277 | PYContributionsGrantsAmt |
| CY Contributions Grants | $132,533 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,695,823 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,215,288 | CYProgramServiceRevenueAmt |
| PY Investment Income | $33,187 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,265 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,754,287 | PYTotalRevenueAmt |
| CY Total Revenue | $4,368,086 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,471,382 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,722,453 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,819,686 | PYOtherExpensesAmt |
| CY Other Expenses | $1,979,509 | CYOtherExpensesAmt |
| PY Total Expenses | $4,291,068 | PYTotalExpensesAmt |
| CY Total Expenses | $4,701,962 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $463,219 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$333,876 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,140,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,530,787 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,725,877 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,450,121 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,414,542 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,080,666 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR MISSION IS TO CARE FOR OUR RESIDENTS IN A MANNER AND ENVIRONMENT THAT PROMOTES MAINTENANCE OR ENHANCEMENT OF EACH RESIDENT'S QUALITY OF LIFE AND MAINTAINS DIGNITY AND RESPECT IN FULL RECOGNITION OF HIS OR HER INDIVIDUALITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,027,050 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,849,447 | RevenueAmt |
| Desc | PROVIDE SKILLED NURSING CARE AND REHABILITATION SERVICES TO ELDERLY AND DISABLED RESIDENTS. STAFF WORK WITH EACH RESIDENT TO HELP MAINTAIN AND RESTORE MAXIMUM CAPABILITIES AND TO LIVE AS INDEPENDENTLY AS POSSIBLE. TOTAL RESIDENT DAYS FOR THE YEAR ENDED JUNE 30, 2022, WERE 12,234. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $253,785 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $365,443 | RevenueAmt |
| Desc | SILVERLEAF OF AUGUSTA IS AN ASSISTED LIVING FACILITY ADJACENT TO AUGUSTA HEALTH AND REHABILITATION CENTER. RESIDENTS ENJOY STUDIO APARTMENTS WITH PRIVATE BATHROOMS AND THE COMFORTS OF HOME. CERTIFIED CARE AND MEDICAL PERSONNEL ARE AVAILABLE 24/7. TOTAL RESIDENT DAYS FOR THE YEAR ENDED JUNE 30, 2022, WERE 3,246. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,280,835 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 155 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAHN BRADLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7152862266 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 BRIDGE CREEK LANE | AddressLine1Txt |
| City | AUGUSTA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54722 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KIM CHET KRUEGER | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CARRIE LASKOWSKI | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RANDI OPP | ||||||
| TREASURER (THRU JUN '22) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE ARNDT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PEGGY ENGSTROM | ||||||
| DIRECTOR (THRU FEB '22) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KARI KIRKHAM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAHN BRADLEY | ||||||
| ADMINISTRATOR | 40.00 | Yes (X) | $105,618 | $0 | $7,311 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $105,618 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,311 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GEMINO HEALTHCARE FBO MJ CARE | |||||
| PO BOX 6584 | CAROL STREAM | IL | 60197 | CONTRACTED THERAPY | $234,551 |
| WIPFLI LLP | |||||
| PO BOX 3160 | MILWAUKEE | WI | 53201 | CONTRACTED BUSINESS STAFF | $148,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $131,433 | GovernmentGrantsAmt |
| All Other Contributions | $1,100 | AllOtherContributionsAmt |
| Total Contributions | $132,533 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICE FEES | 623000 | $3,782,758 | $3,782,758 |
| ASSISTED LIVING | 623990 | $365,443 | $365,443 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,087 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,689 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $398 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,215,288 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,265 | TotalRevenueColumnAmt |
| Exclusion | $20,265 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,368,086 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,214,890 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,663 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,929 | TotalAmt |
| Program Services | $31,594 | ProgramServicesAmt |
| Management And General | $81,335 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,225,385 | TotalAmt |
| Program Services | $2,225,385 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,316 | TotalAmt |
| Program Services | $50,316 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,578 | TotalAmt |
| Program Services | $157,204 | ProgramServicesAmt |
| Management And General | $3,374 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,245 | TotalAmt |
| Program Services | $167,489 | ProgramServicesAmt |
| Management And General | $5,756 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,514 | TotalAmt |
| Management And General | $157,514 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,304 | TotalAmt |
| Program Services | $445,948 | ProgramServicesAmt |
| Management And General | $15,356 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,141 | TotalAmt |
| Management And General | $10,141 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,415 | TotalAmt |
| Program Services | $33,279 | ProgramServicesAmt |
| Management And General | $5,136 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,982 | TotalAmt |
| Management And General | $50,982 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,886 | TotalAmt |
| Program Services | $135,886 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,307 | TotalAmt |
| Program Services | $5,818 | ProgramServicesAmt |
| Management And General | $489 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,035 | TotalAmt |
| Program Services | $554 | ProgramServicesAmt |
| Management And General | $5,481 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,291 | TotalAmt |
| Program Services | $252,026 | ProgramServicesAmt |
| Management And General | $13,265 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,128 | TotalAmt |
| Program Services | $343,072 | ProgramServicesAmt |
| Management And General | $18,056 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,641 | TotalAmt |
| Management And General | $42,641 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL & OPERATING SUP | $191,270 | $191,270 | |
| BED TAX | $110,500 | $110,500 | |
| FOOD | $107,708 | $107,708 | |
| DUES AND SUBSCRIPTIONS | $7,443 | $7,443 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,944 | TotalAmt |
| Program Services | $22,786 | ProgramServicesAmt |
| Management And General | $4,158 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,701,962 | TotalAmt |
| Program Services | $4,280,835 | ProgramServicesAmt |
| Management And General | $421,127 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,934,453 | BOYAmt |
| EOY | $2,027,773 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,263,811 | BOYAmt |
| EOY | $1,916,967 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,361 | BOYAmt |
| EOY | $372,739 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,906 | BOYAmt |
| EOY | $10,546 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,627,505 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,424,743 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,563,888 | BOYAmt |
| EOY | $8,202,762 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,140,419 | BOYAmt |
| EOY | $12,530,787 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,891 | BOYAmt |
| EOY | $225,095 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,433 | BOYAmt |
| EOY | $201,117 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,198 | BOYAmt |
| EOY | $3,700 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,260,355 | BOYAmt |
| EOY | $9,020,209 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,725,877 | BOYAmt |
| EOY | $9,450,121 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,414,542 | BOYAmt |
| EOY | $3,080,666 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,414,542 | BOYAmt |
| EOY | $3,080,666 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,140,419 | BOYAmt |
| EOY | $12,530,787 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$333,876 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,183 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,025,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,533 | CurrentTaxYearAmt |
| Total | $1,265,287 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,631,676 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,550,006 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,445,148 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,694,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,214,890 | CurrentTaxYearAmt |
| Total | $21,536,094 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,502 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,449 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $398 | CurrentTaxYearAmt |
| Total | $56,695 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,690,209 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,561,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,537,833 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,721,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,347,821 | CurrentTaxYearAmt |
| Total | $22,858,076 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,012,867 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $991,320 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $811,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,466,179 | CurrentTaxYearAmt |
| Total | $4,282,058 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,012,867 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $991,320 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $811,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,466,179 | CurrentTaxYearAmt |
| Total | $4,282,058 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $18,576,018 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,044 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,187 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,265 | CurrentTaxYearAmt |
| Total | $115,617 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,044 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,187 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,265 | CurrentTaxYearAmt |
| Total | $115,617 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,701,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,579,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,570,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,754,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,368,086 | CurrentTaxYearAmt |
| Total | $22,973,693 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.80860 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87120 | PublicSupportPY509Pct |
| Investment Income CY | 0.00500 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00460 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,700 | OtherCostOrOtherBasisAmt |
| Book Value | $60,700 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,849,575 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,937,654 | DepreciationAmt |
| Book Value | $7,911,921 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $603,873 | OtherCostOrOtherBasisAmt |
| Depreciation | $383,826 | DepreciationAmt |
| Book Value | $220,047 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $113,357 | OtherCostOrOtherBasisAmt |
| Depreciation | $103,263 | DepreciationAmt |
| Book Value | $10,094 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,202,762 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,368,086 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,368,086 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,368,086 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,701,962 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,701,962 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,701,962 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FACILITY REQUIRES SECURITY DEPOSITS FROM TENANTS OF ITS CBRF. WITHDRAWALS ARE MADE TO REFUND TENANT DEPOSITS OR TO PAY THE COSTS OF REPAIRING VACANT UNITS. |
| PART X, LINE 2: | MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FACILITY'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. THE FACILITY DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND DID NOT RECORD ANY PENALTIES OR INTEREST ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2022 OR 2021. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA KRUEGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | WIFE OF BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $48,105 | TransactionAmt |
| Transaction | WAGES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ANYONE WHO HAS PAID A MEMBERSHIP FEE OF NO LESS THAN $50 IS A MEMBER OF THE ORGANIZATION. EACH MEMBER IS LIMITED TO ONE VOTE AT A MEETING OF THE MEMBERSHIP. MEMBERS VOTE FOR THE ELECTION OF THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. THESE MEMBERS DO NOT RECEIVE COMPENSATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS VOTE TO ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING HELD ON THE SECOND THURSDAY FOLLOWING THE THIRD MONDAY OF SEPTEMBER. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT APPOINT ANY COMMITTEES WHICH HAVE THE AUTHORITY TO ACT ON BEHALF OF THE ENTIRE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ADMINISTRATOR AND BOARD OF DIRECTORS REVIEW THE 990 PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS SETS THE COMPENSATION AMOUNTS FOR THE KEY EMPLOYEES AT AUGUSTA AREA HOME, INC. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUGUSTA AREA HOME, INC. MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE TAXPAYER HAS ROUTINELY MET FILING REQUIREMENTS FOR FORM 990 AND INFORMATION REPORTING ON A TIMELY BASIS. THE LATE FILING OF FORM 990 FOR THE YEAR ENDED JUNE 30, 2022 WAS AN IRREGULARITY. THE ORGANIZATION RELIED UPON THEIR PAID PREPARER TO FILE THE PROPER EXTENSIONS TO EXTEND THE ORIGINAL DUE DATE OF THE RETURN AND RELEASE THE RETURN UPON APPROVAL RECEIVED. THE PAID PREPARER USES A COMBINATION OF TAX SOFTWARE AND A FILE TRACKING SOFTWARE TO RECORD COMPLETION OF EXTENSIONS. THERE WAS AN INTERNAL ERROR AND THE PAID PREPARER MISTAKENLY RECORDED THE EXTENSION AS FILED; HOWEVER, IT WAS NOT AND THE RETURN AS A RESULT IS BEING FILED LATE BUT WITHIN THE TYPICAL EXTENDED DUE DATE TIME PERIOD. BASED ON THE HISTORY OF ROUTINE COMPLIANCE, WE RESPECTFULLY REQUEST THAT ANY PROPOSED INTEREST AND PENALTIES ABATED AND THE IRS RECOGNIZE REASONABLE CAUSE IN DOING SO. | ExplanationTxt |