APPLE VALLEY VILLA APARTMENTS: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- APPLE VALLEY VILLA APARTMENTS (EIN 31-1608691)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-05
- IRS object ID
- 202103099349302900
- Schema version
- 2020v4.1
- 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 | 2021-11-05T11:46:48-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311608691 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLE VALLEY VILLA APARTMENTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | APPL | BusinessNameControlTxt |
| Phone | 9528555000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7171 OHMS LANE | AddressLine1Txt |
| City | EDINA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55439 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY YOUNGQUIST | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9528555000 | PhoneNum |
| Signature | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHY | PersonFirstNm |
| Person Last | YOUNGQUIST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW WOCKEN | PreparerPersonNm |
| PTIN | P01598291 | PTIN |
| Phone | 6123764500 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT DAHL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7171 OHMS LANE | AddressLine1Txt |
| City | EDINA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,780,289 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CASSIALIFE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH CARE, HOUSING AND COMMUNITY SERVICES FOR THE ELDERLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 115 | TotalEmployeeCnt |
| Total Volunteers | 47 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $50,403 | PYContributionsGrantsAmt |
| CY Contributions Grants | $271,349 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,240,518 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,939,039 | CYProgramServiceRevenueAmt |
| PY Investment Income | $523 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,179 | CYInvestmentIncomeAmt |
| PY Other Revenue | $153,808 | PYOtherRevenueAmt |
| CY Other Revenue | $568,722 | CYOtherRevenueAmt |
| PY Total Revenue | $1,445,252 | PYTotalRevenueAmt |
| CY Total Revenue | $5,780,289 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,713 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $604,165 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,418,016 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $715,286 | PYOtherExpensesAmt |
| CY Other Expenses | $3,071,534 | CYOtherExpensesAmt |
| PY Total Expenses | $1,319,451 | PYTotalExpensesAmt |
| CY Total Expenses | $5,491,263 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $125,801 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $289,026 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,054,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,062,958 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,108,777 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,828,359 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,054,427 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$765,401 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO FOSTER FULLNESS OF LIFE FOR OLDER ADULTS IN THE SPIRIT OF CHRIST'S LOVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,575,286 | ExpenseAmt |
| Grant | $1,713 | GrantAmt |
| Revenue | $4,939,039 | RevenueAmt |
| Desc | APPLE VALLEY VILLA APARTMENTS IS A 208-UNIT SENIOR SERVICE AND CONGREGATE HOUSING COMPLEX IN APPLE VALLEY, MINNESOTA. APPLE VALLEY VILLA APARTMENTS SERVED 250 INDIVIDUALS DURING THE PERIOD ENDED DECEMBER 31, 2020. THIS INCLUDES PEOPLE WHO WERE SERVED BY CATERED LIVING, WHICH IS NOW FULLY INTEGRATED WITH APPLE VALLEY VILLA APARTMENTS. | Desc |
| Total Program Service Expenses | $4,575,286 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 115 | 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | 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 | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY YOUNGQUIST - CASSIA SERVICES | PersonNm |
| Phone | 9528555000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7171 OHMS LANE | AddressLine1Txt |
| City | EDINA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55439 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| ROBERT DAHL | |||||||
| PRESIDENT/CEO | 0.80 | 39.20 | Yes (X) | $0 | $520,872 | $73,644 | |
| KATHY KOPP | |||||||
| CHIEF STRATEGY OFFICER | 0.80 | 39.20 | Yes (X) | $0 | $447,607 | $93,161 | |
| KATHY YOUNGQUIST | |||||||
| CFO | 0.80 | 39.20 | Yes (X) | $0 | $391,409 | $75,089 | |
| MATTHEW KERN | |||||||
| COO | 0.80 | 39.20 | Yes (X) | $0 | $322,194 | $60,097 | |
| ANGELA BROWN | |||||||
| CHRO | 0.80 | 39.20 | Yes (X) | $0 | $228,372 | $53,127 | |
| SHARON WILSON | |||||||
| CHIEF CLINICAL & COMPLIANC | 0.80 | 39.20 | Yes (X) | $0 | $211,131 | $39,181 | |
| REV DR GARY WILKERSON | |||||||
| CHAIR | 0.25 | 2.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TIMOTHY KUCK | |||||||
| VICE CHAIR | 0.25 | 2.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARSHALL MACKAY | |||||||
| VICE CHAIR (THRU JUNE 2020) | 0.25 | 2.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ERIK RICK ELLINGSON | |||||||
| TREASURER | 0.25 | 2.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHIP PARKS | |||||||
| SECRETARY | 0.25 | 2.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JERRY NYE | |||||||
| DIRECTOR | 0.25 | 3.50 | $0 | $0 | $0 | Yes (X) | |
| SCOTT RAMSDALE | |||||||
| DIRECTOR | 0.25 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,121,585 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $394,299 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASSIA SERVICES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7171 OHMS LANE | AddressLine1Txt |
| City | EDINA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT SERVICES | ServicesDesc |
| Compensation | $288,592 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $270,741 | GovernmentGrantsAmt |
| All Other Contributions | $608 | AllOtherContributionsAmt |
| Total Contributions | $271,349 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SENIOR APARTMENTS | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $4,939,039 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,939,039 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,939,039 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,179 | TotalRevenueColumnAmt |
| Exclusion | $1,179 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,112 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,112 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,112 | TotalRevenueColumnAmt |
| Exclusion | $1,112 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| DIETARY REVENUE | 623990 | $362,337 | $362,337 |
| HOUSEKEEPING REVENUE | 623990 | $97,521 | $97,521 |
| TELEPHONE REVENUE | 623990 | $62,552 | $62,552 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,200 | TotalRevenueColumnAmt |
| Exclusion | $45,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $567,610 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,780,289 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,939,039 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $569,901 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,713 | TotalAmt |
| Program Services | $1,713 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,974,149 | TotalAmt |
| Program Services | $1,693,379 | ProgramServicesAmt |
| Management And General | $280,770 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,044 | TotalAmt |
| Program Services | $20,624 | ProgramServicesAmt |
| Management And General | $3,420 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,060 | TotalAmt |
| Program Services | $217,927 | ProgramServicesAmt |
| Management And General | $36,133 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,763 | TotalAmt |
| Program Services | $142,188 | ProgramServicesAmt |
| Management And General | $23,575 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,592 | TotalAmt |
| Management And General | $288,592 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,532 | TotalAmt |
| Management And General | $23,532 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,192 | TotalAmt |
| Program Services | $130,412 | ProgramServicesAmt |
| Management And General | $51,780 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,481 | TotalAmt |
| Management And General | $24,481 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,001 | TotalAmt |
| Program Services | $73,118 | ProgramServicesAmt |
| Management And General | $57,883 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,610 | TotalAmt |
| Program Services | $614,610 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,215 | TotalAmt |
| Program Services | $5,719 | ProgramServicesAmt |
| Management And General | $496 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,973 | TotalAmt |
| Program Services | $1,555 | ProgramServicesAmt |
| Management And General | $1,418 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,230 | TotalAmt |
| Program Services | $440,230 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $892,888 | TotalAmt |
| Program Services | $892,888 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,243 | TotalAmt |
| Management And General | $79,243 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DIETARY EXPENSES | $273,631 | $273,631 | |
| NURSING SUPPLIES | $29,772 | $29,772 | |
| MISCELLANEOUS | $23,383 | $18,003 | $5,380 |
| ACTIVITIES EXPENSES | $19,517 | $19,517 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,274 | TotalAmt |
| Management And General | $39,274 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,491,263 | TotalAmt |
| Program Services | $4,575,286 | ProgramServicesAmt |
| Management And General | $915,977 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,285 | BOYAmt |
| EOY | $791,163 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,742 | BOYAmt |
| EOY | $206,191 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,242 | BOYAmt |
| EOY | $25,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,683,781 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,133,890 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,031,137 | BOYAmt |
| EOY | $10,549,891 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,484,944 | BOYAmt |
| EOY | $1,490,140 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,054,350 | BOYAmt |
| EOY | $13,062,958 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,531 | BOYAmt |
| EOY | $179,200 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,776 | BOYAmt |
| EOY | $108,407 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,496,879 | BOYAmt |
| EOY | $12,227,831 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,896 | BOYAmt |
| EOY | $538,103 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $760,695 | BOYAmt |
| EOY | $774,818 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,108,777 | BOYAmt |
| EOY | $13,828,359 | 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 | -$1,850,408 | BOYAmt |
| EOY | -$1,536,318 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $795,981 | BOYAmt |
| EOY | $770,917 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,054,427 | BOYAmt |
| EOY | -$765,401 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,054,350 | BOYAmt |
| EOY | $13,062,958 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $289,026 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $111,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,518 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $271,349 | CurrentTaxYearAmt |
| Total | $506,203 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,086,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,930,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,996,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,240,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,939,039 | CurrentTaxYearAmt |
| Total | $21,193,702 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,198,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,938,012 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,061,813 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,290,921 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,210,388 | CurrentTaxYearAmt |
| Total | $21,699,905 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $21,699,905 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,772 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $523 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,291 | CurrentTaxYearAmt |
| Total | $13,888 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,772 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $523 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,291 | CurrentTaxYearAmt |
| Total | $13,888 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $511,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $553,927 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $562,822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $153,808 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $567,610 | CurrentTaxYearAmt |
| Total | $2,350,114 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,713,966 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,496,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,627,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,445,252 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,780,289 | CurrentTaxYearAmt |
| Total | $24,063,907 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90180 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90490 | PublicSupportPY509Pct |
| Investment Income CY | 0.00060 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00050 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | DIETARY INCOME FROM TENANTS - 2016 AMOUNT: $ 313,837. 2017 AMOUNT: $ 358,774. 2018 AMOUNT: $ 369,331. 2019 AMOUNT: $ 97,798. 2020 AMOUNT: $ 362,337. MISCELLANEOUS INCOME FROM TENANTS - 2016 AMOUNT: $ 2,220. 2017 AMOUNT: $ 4,198. 2018 AMOUNT: $ 12,645. 2019 AMOUNT: $ 4,065. 2020 AMOUNT: $ 7,758. HOUSEKEEPING INCOME FROM TENANTS - 2016 AMOUNT: $ 80,083. 2017 AMOUNT: $ 77,019. 2018 AMOUNT: $ 74,677. 2019 AMOUNT: $ 26,266. 2020 AMOUNT: $ 97,521. TELEPHONE INCOME FROM TENANTS - 2016 AMOUNT: $ 65,721. 2017 AMOUNT: $ 64,914. 2018 AMOUNT: $ 65,083. 2019 AMOUNT: $ 16,212. 2020 AMOUNT: $ 62,552. LAUNDRY INCOME FROM TENANTS - 2016 AMOUNT: $ 15,741. 2017 AMOUNT: $ 15,277. 2018 AMOUNT: $ 9,746. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. MAINTENANCE INCOME FROM TENANTS - 2016 AMOUNT: $ 6,423. 2017 AMOUNT: $ 4,488. 2018 AMOUNT: $ 2,281. 2019 AMOUNT: $ 1,510. 2020 AMOUNT: $ 1,576. CABLE TV INCOME FROM TENANTS - 2016 AMOUNT: $ 9,516. 2017 AMOUNT: $ 10,505. 2018 AMOUNT: $ 9,873. 2019 AMOUNT: $ 2,883. 2020 AMOUNT: $ 11,871. INTERNET INCOME FROM TENANTS - 2016 AMOUNT: $ 18,406. 2017 AMOUNT: $ 18,752. 2018 AMOUNT: $ 19,186. 2019 AMOUNT: $ 5,074. 2020 AMOUNT: $ 23,995. |
| FORM 990, SCHEDULE A, COLUMN D: | COLUMN D, 2019, IS FOR A SHORT PERIOD THAT BEGAN ON OCTOBER 1, 2019 AND ENDED ON DECEMBER 31, 2019. |
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 |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $525 | BeginningYearBalanceAmt |
| End Year Balance | $525 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $525 | BeginningYearBalanceAmt |
| End Year Balance | $525 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $525 | BeginningYearBalanceAmt |
| End Year Balance | $525 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $525 | BeginningYearBalanceAmt |
| End Year Balance | $525 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $525 | BeginningYearBalanceAmt |
| End Year Balance | $525 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,402,457 | OtherCostOrOtherBasisAmt |
| Book Value | $1,402,457 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,588,309 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,935,094 | DepreciationAmt |
| Book Value | $8,653,215 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,654,762 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,198,796 | DepreciationAmt |
| Book Value | $455,966 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,253 | OtherCostOrOtherBasisAmt |
| Book Value | $38,253 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,549,891 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| TENANT SECURITY DEPOSITS | $127,918 |
| BENEFICIAL INTEREST IN NET ASSETS OF THE FOUNDATION | $525 |
| TAX & INSURANCE ESCROW | $175,324 |
| RESIDUAL RECEIPTS ESCROW | $628,915 |
| RESERVE FOR REPLACEMENTS | $557,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,490,140 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $774,818 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $774,818 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,805,353 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $25,064 | OtherRevenueAmt |
| Revenue Not Reported | $25,064 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,780,289 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,780,289 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,491,263 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,491,263 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,491,263 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | SECURITY DEPOSITS ARE REQUIRED FOR THE ORGANIZATION'S TENANTS AND INCLUDE RESERVED APARTMENTS IF AMOUNTS ARE PAID BEFORE THE TENANT ACTUALLY MOVES IN. |
| PART V, LINE 4: | THE PRINCIPAL WILL BE INVESTED AND KEPT INTACT FOR PERPETUITY TO PROVIDE AN ADDITIONAL SOURCE OF INCOME. THE INCOME GENERATED WILL BE USED TO SUPPORT THE FUND DESIGNATED PROGRAM. THE ORGANIZATION'S ENDOWMENT IS HELD AND ADMINISTERED BY AUGUSTANA CARE FOUNDATION. SEE SCHEDULE R FOR ADDITIONAL DETAILS. |
| PART X, LINE 2: | APPLE VALLEY VILLA APARTMENTS HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND MINNESOTA CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE PROJECT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). THE PROJECT'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE PROJECT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE PROJECT IS ALSO NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT DAHL | ||||||||||||||
| PRESIDENT/CEO | $0 | $452,956 | $0 | $47,554 | $0 | $20,362 | $0 | $57,237 | $0 | $16,407 | $0 | $594,516 | $0 | $141,021 |
| KATHY KOPP | ||||||||||||||
| CHIEF STRATEGY OFFICER | $0 | $243,050 | $0 | $16,581 | $0 | $187,976 | $0 | $58,917 | $0 | $34,244 | $0 | $540,768 | $0 | $182,581 |
| KATHY YOUNGQUIST | ||||||||||||||
| CFO | $0 | $311,454 | $0 | $50,389 | $0 | $29,566 | $0 | $51,642 | $0 | $23,447 | $0 | $466,498 | $0 | $21,108 |
| MATTHEW KERN | ||||||||||||||
| COO | $0 | $295,044 | $0 | $19,208 | $0 | $7,942 | $0 | $37,484 | $0 | $22,613 | $0 | $382,291 | $0 | $0 |
| ANGELA BROWN | ||||||||||||||
| CHRO | $0 | $189,303 | $0 | $28,674 | $0 | $10,395 | $0 | $32,464 | $0 | $20,663 | $0 | $281,499 | $0 | $12,788 |
| SHARON WILSON | ||||||||||||||
| CHIEF CLINICAL & COMPLIANC | $0 | $187,957 | $0 | $12,683 | $0 | $10,491 | $0 | $27,521 | $0 | $11,660 | $0 | $250,312 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE CORPORATION RELIED ON THE PARENT ORGANIZATION, CASSIA, TO ESTABLISH THE COMPENSATION OF THE PRESIDENT/CEO. CASSIA USES THE FOLLOWING PRACTICES: INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY AND RECOMMENDATIONS FROM THE CASSIA COMPENSATION COMMITTEE TO THE CASSIA BOARD. |
| PART I, LINE 4B | THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PAID BY CASSIA SERVICES, A RELATED ORGANIZATION: KATHERINE KOPP, CHIEF STRATEGY OFFICER - $48,475 KATHY YOUNGQUIST, CHIEF FINANCIAL OFFICER - $40,242 MATTHEW KERN, CHIEF OPERATING OFFICER - $26,084 ANGELA BROWN, CHIEF HUMAN RESOURCES OFFICER - $24,172 |
| PART I, LINE 6 | OFFICERS OF CASSIA SERVICES AND KEY EMPLOYEES OF CASSIA AND ITS AFFILIATES ARE ELIGIBLE TO ACCRUE INCENTIVE BONUSES EACH YEAR THAT ARE CONTINGENT ON PERFORMANCE METRICS AND FINANCIAL GOALS OF THE ORGANIZATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | A RELATED ORGANIZATION, CASSIA SERVICES, MANAGES ITS OWN AFFILIATES, ELIM CARE, INC., AUGUSTANA CARE AND ALL ELIM/AUGUSTANA AFFILIATES. SERVICES PROVIDED INCLUDE FINANCIAL ACCOUNTING, OPERATIONAL OVERSIGHT, HUMAN RESOURCES, INFORMATION TECHNOLOGY, CLINICAL NURSING CONSULTATION, CORPORATE COMPLIANCE, COORDINATED ADVERTISING AND MARKETING, PHILANTHROPY AND NEW BUSINESS DEVELOPMENT. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION IS AUGUSTANA CARE. THE SOLE MEMBER OF AUGUSTANA CARE IS CASSIA |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S BOARD OF DIRECTORS ARE APPOINTED BY A MAJORITY VOTE FROM THE BOARD OF DIRECTORS OF THE SOLE MEMBER, AUGUSTANA CARE, AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7B | AUGUSTANA CARE IS THE SOLE MEMBER OF THE CORPORATION. BOARD MEMBERS OF THE CORPORATION ARE APPOINTED BY THE SOLE MEMBER. DECISIONS OF THE CORPORATION ARE SUBJECT TO APPROVAL BY THE SOLE MEMBER. CERTAIN ACTIONS ARE FURTHER SUBJECT TO APPROVAL BY THE CASSIA BOARD, WHICH IS THE PARENT ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE ORGANIZATION'S CFO. THE FORM 990 WAS MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ANNUALLY REQUESTS A CONFLICT OF INTEREST DISCLOSURE FROM EACH BOARD MEMBER AND OFFICER. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS AND KEY EMPLOYEES. ALL COVERED INDIVIDUALS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT AND TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE APPROPRIATE LEVEL OF MANAGEMENT OR TO THE BOARD OF DIRECTORS AS OUTLINED IN THE POLICY, BASED ON THE INDIVIDUAL'S POSITION WITHIN THE ORGANIZATION. CONFLICTS ARE DETERMINED AT THE APPROPRIATE LEVEL OF MANAGEMENT OR BY THE BOARD OF DIRECTORS. INDIVIDUALS WITH ACTUAL OR POTENTIAL CONFLICTS WILL ABSTAIN FROM DISCUSSING OR VOTING ON ANY MATTERS RELATING TO THE CONFLICT. ALL PROCEEDINGS RELATING TO ACTUAL OR POTENTIAL CONFLICTS ARE NOTED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | OVERSIGHT OF THE AUDIT PROCESS CHANGED IN THE CURRENT YEAR AND IS NOW HANDLED BY THE FINANCE COMMITTEE FOR CASSIA AND ITS AFFILIATES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CASSIA | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 831758728 | PARENT CO/FUND RAISING | MN | 501(3) | LINE 7 | N/A | 0 | |
| CASSIA SERVICES | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 411806946 | MANAGEMENT SERVICES | MN | 501(3) | LINE 12A, I | 0 | CASSIA | |
| ELIM CARE INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 411694818 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 7 | 0 | CASSIA | |
| AUGUSTANA CARE | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 411728753 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 7 | 0 | CASSIA | |
| PIONEER HOUSE ASSISTED LIVING INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 411927112 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | ELIM CARE INC | |
| NEW HARMONY CARE CENTER INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 411821882 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | ELIM CARE INC | |
| COUNTRY MEADOWS OF MILACA INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 201723948 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | ELIM CARE INC | |
| LAKE RIDGE CARE CENTER OF BUFFALO INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 200507069 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | ELIM CARE INC | |
| PARK TERRACE ASSISTED LIVING INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 204063752 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | ELIM CARE INC | |
| EVANGELICAL RETIREMENT HOMES INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 420868449 | HEALTH CARE FACILITIES/SERVICES | IA | 501(3) | LINE 10 | 0 | ELIM CARE INC | |
| VILLAGE ASSISTED LIVING INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 262086933 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | ELIM CARE INC | |
| BAPTIST HOME INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 450232943 | HEALTH CARE FACILITIES/SERVICES | ND | 501(3) | LINE 10 | 0 | ELIM CARE INC | |
| THE BAPTIST APARTMENTS INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 450359794 | HEALTH CARE FACILITIES/SERVICES | ND | 501(3) | PF | 0 | ELIM CARE INC | |
| ELIM SHORES INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 411625095 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | ELIM CARE INC | |
| CORNERSTONE ASSISTED LIVING OF PLYMOUTH INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 412013927 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | ELIM CARE INC | |
| HAVEN HOMES INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 416045816 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | ELIM CARE INC | |
| ELIM SENIOR HOUSING INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 810754064 | HEALTH CARE FACILITIES/SERVICES | FL | 501(3) | LINE 10 | 0 | ELIM CARE INC | |
| NEWTON VILLAGE INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 200044030 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | ELIM CARE INC | |
| ELIM HOMES INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 411539761 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | ELIM CARE INC | |
| REDEEMER RESIDENCE INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 410711597 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | ELIM HOMES INC | |
| PARK VIEW CARE CENTER | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 410855707 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | ELIM HOMES INC | |
| THE PARK LANE APARTMENTS INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 410972384 | LOW INCOME HOUSING | MN | 501(3) | LINE 10 | 0 | ELIM CARE INC | |
| ELIM CHILDREN'S CENTER INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 411974507 | CHILD DAYCARE | MN | 501(3) | LINE 10 | 0 | ELIM CARE INC | |
| ELIM CARE FOUNDATION | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 411694817 | CHARITABLE FOUNDATION | MN | 501(3) | LINE 12A, I | 0 | ELIM CARE INC | |
| COMMUNITY HEALTH FOUNDATION OF WRIGHT COUNTY | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 363546789 | CHARITABLE FOUNDATION | MN | 501(3) | PF | 0 | ELIM CARE INC | |
| AUGUSTANA CARE FOUNDATION | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 411360678 | CHARITABLE FOUNDATION | MN | 501(3) | LINE 12A, I | 0 | AUGUSTANA CARE | |
| AUGUSTANA CHAPEL VIEW HOMES INC | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 410693953 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | AUGUSTANA CARE | |
| AUGUSTANA COMMUNITY PARTNERS | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 411783680 | HOME HEALTH CARE SERVICES | MN | 501(3) | LINE 10 | 0 | AUGUSTANA CARE | |
| AUGUSTANA HEALTH CARE CENTER OF APPLE VALLEY | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 311608696 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | AUGUSTANA CARE | |
| AUGUSTANA HOME OF HASTINGS | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 311572624 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | AUGUSTANA CARE | |
| AUGUSTANA APARTMENTS OF HASTINGS | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 311608701 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | 0 | AUGUSTANA CARE | |
| BROOKSIDE SENIOR LIVING | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 410871848 | HEALTH CARE FACILITIES/SERVICES | MN | 501(3) | LINE 10 | N/A | 0 | |
| OPEN CIRCLE ADULT DAY CENTER | |||||||||||
| 7171 OHMS LANE | EDINA | MN | 55439 | 411424801 | ADULT DAYCARE | MN | 501(3) | LINE 10 | 0 | AUGUSTANA CARE | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| AUGUSTANA SENIOR DEVELOPMENT INC | |||||||||
| 7171 OHMS LN | EDINA | MN | 55439 | 264136110 | CONSULTING | MN | N/A | C | 0 |
| ELIM PREFERRED SERVICES INC | |||||||||
| 7171 OHMS LN | EDINA | MN | 55439 | 411681856 | MEDICAL SALES | MN | N/A | C | 0 |
| PREFERRED SENIOR SERVICES INC | |||||||||
| 7171 OHMS LN | EDINA | MN | 55439 | 411942480 | MANAGEMENT SERVICES | MN | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |