WESTMINSTER VILLAGE NORTH INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER VILLAGE NORTH INC (EIN 31-1209757)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-05-27
- IRS object ID
- 202121479349300802
- Schema version
- 2019v5.2
- 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 | 2021-05-27T07:10:10-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N MERIDIAN ST SUITE 200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311209757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER VILLAGE NORTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 3178236841 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11050 PRESBYTERIAN DRIVE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES GASKINS | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 3178236841 | PhoneNum |
| Signature | 2021-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA N CRAWFORD CPA | PreparerPersonNm |
| PTIN | P00573197 | PTIN |
| Phone | 3176334705 | PhoneNum |
| Preparation | 2021-05-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHELLEY RAUCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11050 PRESBYTERIAN DRIVE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,507,379 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESTMINSTERVILLAGE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | RETIREMENT LIVING WITH SUPPORTIVE SERVICES, ASSISTED LIVING, AND SKILLED NURSING CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 614 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,121,360 | PYContributionsGrantsAmt |
| CY Contributions Grants | $38,287 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,104,408 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,205,434 | CYProgramServiceRevenueAmt |
| PY Investment Income | $186,455 | PYInvestmentIncomeAmt |
| CY Investment Income | $126,188 | CYInvestmentIncomeAmt |
| PY Other Revenue | $146,997 | PYOtherRevenueAmt |
| CY Other Revenue | $137,470 | CYOtherRevenueAmt |
| PY Total Revenue | $25,559,220 | PYTotalRevenueAmt |
| CY Total Revenue | $25,507,379 | 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 | $14,199,326 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,148,030 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,465,956 | PYOtherExpensesAmt |
| CY Other Expenses | $12,152,842 | CYOtherExpensesAmt |
| PY Total Expenses | $25,665,282 | PYTotalExpensesAmt |
| CY Total Expenses | $26,300,872 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$106,062 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$793,493 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,540,429 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,566,280 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $63,270,617 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,744,711 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,269,812 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,821,569 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESTMINSTER VILLAGE NORTH, A NONPROFIT CONTINUING CARE COMMUNITY, IS COMMITTED TO EXCELLENCE IN RESIDENTIAL AND HEALTH CARE SERVICES FOR SENIOR ADULTS IN A SECURE HOME ENVIRONMENT THAT ENHANCES THEIR MENTAL, PHYSICAL AND SPIRITUAL WELL-BEING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $23,146,391 | ExpenseAmt |
| Revenue | $25,305,480 | RevenueAmt |
| Desc | TO PROVIDE HOUSING, HEALTHCARE, AND FINANCIAL SECURITY PURSUANT TO REV. RUL. 72-124 SATISFYING THE THREE SPECIAL NEEDS OF THE ELDERLY.HOUSING:THE VILLAGE PROVIDES RESIDENTIAL FACILITIES THAT ARE SPECIFICALLY DESIGNED TO MEET THE NEEDS OF SENIOR ADULTS; CONSTRUCTED WITH FIRE-RESISTANT MATERIAL; BATHROOMS EQUIPPED WITH GRAB-BARS; EQUIPPED WITH RAMPS AND ELEVATORS FOR WHEELCHAIR USE; CARPETED CORRIDORS AND HANDRAILS; MAINTENANCE-FREE LIVING; ON-SITE COMMERCIAL SERVICES (STORE & BEAUTY SALON); CHAPEL; EMERGENCY CALL SYSTEM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINANCIAL SECURITY:WESTMINSTER VILLAGE PROVIDES CONTINUING CARE TO THE VILLAGE RESIDENTS REGARDLESS OF THEIR ABILITY TO PAY. ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATION AND STABILITY OF THE FACILITY, NOT ALL RESIDENTS POSSESS THE NECESSARY FINANCIAL RESOURCES TO MAINTAIN THEIR LIVING EXPENSES.DURING THE CURRENT FISCAL YEAR $143,124 OF CHARITY CARE WAS PROVIDED WITH $55,086 RELATED TO MEDICAID LOSSES AND $88,038 RELATED TO DIRECT CHARITY CARE WRITE OFFS. THE VILLAGE PROVIDES CHARITY CARE TO THOSE RESIDENTS WHO HAVE EXHAUSTED THEIR RESOURCES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEALTHCARE:THE VILLAGE PROVIDES FOR THE PHYSICAL AND MENTAL WELL-BEING OF OUR RESIDENTS; HEALTH CENTER ON PREMISES; SKILLED & INTERMEDIATE NURSING CARE WITH 24-HOUR PROFESSIONAL STAFFING; SCHEDULED PHYSICIAN OUTPATIENT SERVICES; SCHEDULED SPEECH, OCCUPATIONAL, AND PHYSICAL THERAPY; PRESCRIPTION SERVICES; EXERCISE CLASSES AND A WIDE RANGE OF SOCIAL AND RECREATIONAL ACTIVITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SOCIAL ACCOUNTABILITY:IN ADDITION, AS A NOT-FOR-PROFIT OTHER PROGRAMS AND SERVICES FOR THE BENEFIT OF THE COMMUNITY ARE PROVIDED, SUCH AS MEALS ON WHEELS DAILY DELIVERIES, HEALTH PROMOTIONS AND EDUCATION SEMINARS, INTERNSHIPS AND SITE VISITS FOR HEALTH CARE STUDENTS, AND OTHER VOLUNTEER ACTIVITIES. WE ALSO ENCOURAGE OUR ASSOCIATES TO TAKE AN ACTIVE PART IN THE COMMUNITY WE SERVE.WESTMINSTER VILLAGE NORTH, INC. OPENS ITS DOORS TO BOTH THE RESIDENTS AND THE COMMUNITY WE SERVE BY PROVIDING PERSONNEL, SPEAKERS, SPACE, SUPPORT, AND TRANSPORTATION TO/FOR THE FOLLOWING ORGANIZATIONS AND EVENTS.ABOUNDING GRACE KINDERGARDENALZHEIMER'S ASSOCIATION DONATIONSALZHEIMER'S ASSOCIATION PUBLICATIONS SUPPORTAMY BEVERLAND BROWNIE TROOPCARF/CCAC SURVEYOR (EXECUTIVE ASSISTANT)CATHEDRAL HIGH SCHOOL STUDENT VOLUNTEER PROGRAMCHRIST PRESBYTERIAN CHURCH - VESPERS LEADERSHIPCITY OF LAWRENCE FIRE DEPARTMENT TRAININGCIVIC THEATRE RESIDENT ATTENDANCECIVIL AIR PATROL MEETING SPACECOMMUNITY HEALTH NETWORKS TOUCHPOINT PROGRAMCOMMUNITY LIFE LINE CHRISTIAN CHURCH (ON-SITE)DEVOURDOWNTOWN.ORGEL BEULAHFAITH PRESBYTERIAN CHURCH, HARTMAN SMALL GROUP VESPERSFOOD DRIVE FOR OUTLOOK CHRISTIAN CHURCHGOOD SAMARITAN ALLIANCE WHEELCHAIR AND WALKER DONATIONSGOODWILLHANCOCK REGIONAL HOSPITAL SENIOR GROUPHARVEST CHURCH, MCCORDSVILLEHEALTH FACILITY ADMINISTRATOR BOARDJUNIOR LEAGUE HOLIDAY BAZAARHOLY CROSS LUTHERAN CHURCH - VESPERS LEADERSHIPIAHSA BOARD OF DIRECTORSIAHSA COMMITTEES INDIANA REPROTORY THEATREINDIANA ATTORNEY GENERAL LIAISONINDIANA HISTORICAL SOCIETYINDIANA STATE MUSEUMINDIANA STATE PARKSINDIANAPOLIS ART CENTERINDIANAPOLIS MUSEUM OF ART RESIDENT ATTENDANCEINDIANAPOLIS SYMPHONY ORCHESTRA RESIDENT ATTENDANCEINDY FIRE RESCUE HOUSEIRVINGTON PRESBYTERIAN CHURCH PRESENTATIONSIVY TECHIUPUI RD PROGRAMJULIAN CENTER SUPPORTKENSINGTON HOMEOWNERS ASSOCIATION MEETING SPACEKIWANIS PRESENTATION - CARMELKIWANIS PRESENTATION - CASTLETONLAWRENCE CENTRAL PERFORMING ARTS PROGRAMSLAWRENCE CHAMBER OF COMMERCE LAWRENCE FAMILY CHARITYLAWRENCE FRATERNAL ORDER OF POLICE MEETINGSLAWRENCE UNITED METHODIST CHURCHLAWRENCE POLICE MERIT COMMISSION MEETINGSLILLY CHOIRLIVING STREAMS CHURCH CHOIRLOCAL CANDIDATE Q&AMEALS ON WHEELSMUD CREEK PLAYERS PRESENTATIONOASIS OUTLOOK CHRISTIAN CHURCH - SMALL GROUP VESPERSOUTREACH TO AREA HIGH SCHOOLS FOR PART TIME EMPLOYMENT OPPORTUNITIESPEOPLE'S BURN FOUNDATIONPOLLING SITE - PRIMARY AND GENERAL ELECTIONSPRAISE & WORSHIP CHURCH LUNCHEON/MEETINGST. SIMON CHURCHSERVANTS OF CHRIST LUTHERAN CHURCH TRANSPORTATIONSUNNYSIDE GUILDTHE PLAYERSTHE WESTMINSTER FOUNDATION RESIDENT/STAFF ART SHOWTURKEY RUN STATE PARKWEEKLY RESIDENT TRANSPORTATION TO COMMUNITY HOSPITAL CAMPUS APPOINTMENTSWHEELER MISSIONWOLF PARK | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,146,391 | 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 | 0 | 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 | Yes (1) | 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 | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 614 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES GASKINS CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3178236841 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11050 PRESBYTERIAN DR | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46236 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LINDA PENDLETON | ||||||||
| PRESIDENT | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JON MILLER | ||||||||
| VICE PRESIDENT | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALBERT JACKSON | ||||||||
| TREASURER | 4.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| VIRGINIA MAHER | ||||||||
| SECRETARY | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCUS BOWLING | ||||||||
| MEMBER-TERM BEGAN FEB'20 | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG DALTON | ||||||||
| MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH KOSELKE | ||||||||
| MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE MARTIN | ||||||||
| MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY NICHOLAS | ||||||||
| MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN SPEDDING | ||||||||
| MEMBER-TERM BEGAN FEB'20 | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELLEY RAUCH | ||||||||
| CEO | 40.00 | 1.00 | $287,356 | $0 | $29,048 | Yes (X) | ||
| CHARLES GASKINS | ||||||||
| CFO | 40.00 | 1.00 | $150,881 | $0 | $27,814 | Yes (X) | ||
| SHANNON POOLE | ||||||||
| HC ADMINISTRATOR | 40.00 | 0.00 | $109,007 | $0 | $10,410 | Yes (X) | ||
| JAQUELINE DAVIDSON | ||||||||
| DIRECTOR OF NURSING | 40.00 | 0.00 | $128,949 | $0 | $11,172 | Yes (X) | ||
| LAURA ROMAN | ||||||||
| MARKETING DIRECTOR | 40.00 | 0.00 | $111,580 | $0 | $18,728 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $787,773 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $97,172 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| REHAB STRATEGIES LLC | |||||
| 2091 RIDGEMER WAY | GREENWOOD | IN | 46143 | CONTRACT THERAPY | $839,515 |
| MEDICAL STAFFING NETWORK | |||||
| PO BOX 840292 | DALLAS | TX | 75284 | CONTRACT STAFFING | $377,269 |
| CROSS COUNTRY STAFFING | |||||
| PO BOX 40467 | ATLANTA | GA | 30384 | CONTRACT STAFFING | $182,279 |
| ACCESSIBLE STAFFING | |||||
| PO BOX 13188 | MILWAUKEE | WI | 53213 | CONTRACT STAFFING | $177,627 |
| STAFFING STRATEGIES | |||||
| 2091 RIDGEMER WAY | GREENWOOD | IN | 46143 | CONTRACT STAFFING | $151,971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $38,287 | RelatedOrganizationsAmt |
| Total Contributions | $38,287 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT SERVICES FEES | 623000 | $16,330,651 | $16,330,651 |
| RESIDENTIAL SERVICES REVENUE | 623000 | $4,183,063 | $4,183,063 |
| LEASE REVENUE | 623000 | $3,044,760 | $3,044,760 |
| LIFE OCCUPANCY FEES | 623000 | $1,646,960 | $1,646,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,205,434 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,250 | TotalRevenueColumnAmt |
| Exclusion | $114,250 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,000 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,080 | 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 | $13,080 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,080 | TotalRevenueColumnAmt |
| Exclusion | $13,080 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $11,938 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $11,938 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,938 | TotalRevenueColumnAmt |
| Exclusion | $11,938 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,390 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,046 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $24,344 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $52,390 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,507,379 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,305,480 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $163,612 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,183 | TotalAmt |
| Program Services | $568,169 | ProgramServicesAmt |
| Management And General | $76,014 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,537,350 | TotalAmt |
| Program Services | $9,324,150 | ProgramServicesAmt |
| Management And General | $1,213,200 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,568 | TotalAmt |
| Program Services | $120,970 | ProgramServicesAmt |
| Management And General | $17,598 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,873,581 | TotalAmt |
| Program Services | $1,602,673 | ProgramServicesAmt |
| Management And General | $270,908 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $954,348 | TotalAmt |
| Program Services | $833,146 | ProgramServicesAmt |
| Management And General | $121,202 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,876 | TotalAmt |
| Program Services | $87,305 | ProgramServicesAmt |
| Management And General | $6,571 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,036 | TotalAmt |
| Program Services | $41,883 | ProgramServicesAmt |
| Management And General | $3,153 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,754,934 | TotalAmt |
| Program Services | $2,562,089 | ProgramServicesAmt |
| Management And General | $192,845 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,840 | TotalAmt |
| Program Services | $9,341 | ProgramServicesAmt |
| Management And General | $218,499 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,986 | TotalAmt |
| Program Services | $249,765 | ProgramServicesAmt |
| Management And General | $47,221 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,845 | TotalAmt |
| Program Services | $223,986 | ProgramServicesAmt |
| Management And General | $16,859 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,146,749 | TotalAmt |
| Program Services | $1,002,259 | ProgramServicesAmt |
| Management And General | $144,490 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,172 | TotalAmt |
| Program Services | $5,740 | ProgramServicesAmt |
| Management And General | $432 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,041 | TotalAmt |
| Program Services | $16,778 | ProgramServicesAmt |
| Management And General | $1,263 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,657,108 | TotalAmt |
| Program Services | $1,622,309 | ProgramServicesAmt |
| Management And General | $34,799 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,844,844 | TotalAmt |
| Program Services | $2,486,394 | ProgramServicesAmt |
| Management And General | $358,450 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,326 | TotalAmt |
| Program Services | $446,899 | ProgramServicesAmt |
| Management And General | $64,427 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES AND FO | $2,117,719 | $1,781,002 | $336,717 |
| DUES AND SUBSCRIPTIONS | $53,360 | $49,625 | $3,735 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,006 | TotalAmt |
| Program Services | $111,908 | ProgramServicesAmt |
| Management And General | $26,098 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,300,872 | TotalAmt |
| Program Services | $23,146,391 | ProgramServicesAmt |
| Management And General | $3,154,481 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,308,775 | BOYAmt |
| EOY | $4,879,753 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,331,440 | BOYAmt |
| EOY | $8,224,214 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,893 | BOYAmt |
| EOY | $98,261 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,031 | BOYAmt |
| EOY | $89,766 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $83,854,632 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,291,388 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,845,423 | BOYAmt |
| EOY | $54,563,244 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,964,867 | BOYAmt |
| EOY | $1,711,042 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,540,429 | BOYAmt |
| EOY | $69,566,280 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,568,053 | BOYAmt |
| EOY | $1,683,489 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,580,763 | BOYAmt |
| EOY | $10,558,308 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,592,319 | BOYAmt |
| EOY | $46,516,260 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,768,368 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,529,482 | BOYAmt |
| EOY | $3,218,286 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,270,617 | BOYAmt |
| EOY | $64,744,711 | 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 | $7,269,812 | BOYAmt |
| EOY | $4,821,569 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,269,812 | BOYAmt |
| EOY | $4,821,569 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,540,429 | BOYAmt |
| EOY | $69,566,280 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$793,493 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $28,853 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,683,603 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $62,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,121,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,287 | CurrentTaxYearAmt |
| Total | $1,346,647 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,576,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,142,344 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,888,386 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,104,408 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,205,434 | CurrentTaxYearAmt |
| Total | $117,917,062 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,524 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,344 | CurrentTaxYearAmt |
| Total | $108,851 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,673,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,219,868 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,966,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,243,939 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,268,065 | CurrentTaxYearAmt |
| Total | $119,372,560 | 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 | $119,372,560 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $172,729 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $149,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $211,269 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $272,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $199,330 | CurrentTaxYearAmt |
| Total | $1,005,384 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $172,729 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $149,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $211,269 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $272,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $199,330 | CurrentTaxYearAmt |
| Total | $1,005,384 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $43,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,046 | CurrentTaxYearAmt |
| Total | $71,879 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,846,501 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,369,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,178,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,560,442 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,495,441 | CurrentTaxYearAmt |
| Total | $120,449,823 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99110 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99180 | PublicSupportPY509Pct |
| Investment Income CY | 0.00830 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00790 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2018 AMOUNT: $ 43,833. 2019 AMOUNT: $ 28,046. | ExplanationTxt |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $162,833 | OtherCostOrOtherBasisAmt |
| Book Value | $162,833 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,897,202 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,206,250 | DepreciationAmt |
| Book Value | $52,690,952 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,711,889 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,085,138 | DepreciationAmt |
| Book Value | $1,626,751 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,708 | OtherCostOrOtherBasisAmt |
| Book Value | $82,708 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $54,563,244 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| APARTMENT DEPOSITS | $62,600 |
| OTHER LIABILITIES | $131,815 |
| DERIVATIVE LIABILITY | $3,023,871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,218,286 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,852,629 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $28,853 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,683,603 | OtherRevenueAmt |
| Revenue Not Reported | -$1,654,750 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,507,379 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,507,379 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,300,872 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,300,872 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,300,872 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | FOOTNOTE TO THE ORGANIZATION'S FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 SUPERSEDED BY FASB CODIFICATION: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE VILLAGE AND RECOGNIZE A TAX LIABILITY IF THE VILLAGE HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE VILLAGE, AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2020 AND 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE VILLAGE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED LOSS - DERIVATIVES -1,683,603. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHELLEY RAUCH | ||||||||||||||
| CEO | $255,675 | $0 | $31,681 | $0 | $0 | $0 | $6,073 | $0 | $22,975 | $0 | $316,404 | $0 | $0 | $0 |
| CHARLES GASKINS | ||||||||||||||
| CFO | $130,627 | $0 | $20,254 | $0 | $0 | $0 | $4,839 | $0 | $22,975 | $0 | $178,695 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CITY OF LAWRENCE INDIANA | |||||||
| A | 356005584 | 2016-03-31 | $35,731,912 | SEE PART VI BELOW | Yes (1) | 0 | 0 |
| CITY OF LAWRENCE INDIANA | |||||||
| B | 356005584 | 2016-03-31 | $15,282,000 | SEE PART VI BELOW | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $783,287 | $35,731,912 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | ||||
| B | $312,000 | $15,282,000 | 2017 | 0 | 0 | 0 | Yes (1) | $226,617 | $576,858 | $11,896,807 | $3,385,193 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE HUNTINGTON | |||||||||||||
| A | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | NATIONAL BANK | 10.000000000000 | 0 | Yes (1) | 0 | 0 | Yes (1) |
| FIRST FINANCIAL | |||||||||||||
| B | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | 10.000000000000 | 0 | Yes (1) | 0 | 0 | Yes (1) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (F), DESCRIPTION OF PURPOSE: | FormAndLineReferenceDesc |
| Explanation | ECONOMIC DEVELOPMENT FACILITIES REVENUE IMPROVEMENT BONDS, SERIES 2016B AND 2016A BONDS ARE TO PROVIDE FUNDS TO CONSTRUCT (A) A NEW ASSISTED LIVING BUILDING WITH 50 INDIVIDUAL RESIDENTIAL UNITES, (B) A NEW COOLING TOWER, (C) A NEW ELECTRICAL ROOM AND DISTRIBUTION SYSTEM, AND (D) CERTAIN OTHER MECHANICAL RENOVATIONS AND RENOVATIONS TO THE CAMPUS OF THE COMPREHENSIVE RETIREMENT CARE COMMUNITY; AND, REFUND THE OUTSTANDING PRINCIPAL AMOUNT OF THE ADJUSTABLE RATE DEMAND ECONOMIC DEVELOPMENT REVENUE REFUNDING AND IMPROVEMENT BONDS SERIES 2012 AND PAY ISSUANCE COSTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE PROCESS OF REVIEWING THE FORM 990 INCLUDES A DETAILED REVIEW OF THE FORM 990 BY THE CFO. THE GOVERNING BODY REVIEWS THE FORM 990 INCLUDING REQUESTED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS, PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE WRITTEN CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED AND COMPLIANCE ENFORCED BY THE BOARD PRESIDENT. THE SCOPE OF THIS POLICY INCLUDES ALL CORPORATE OFFICERS AND BOARD MEMBERS AND THE POLICY IS IN PLACE TO PREVENT FINANCIAL INTEREST IN A TRANSACTION BETWEEN THE COVERED PERSON AND THE ORGANIZATION. THE COVERED PERSONS WILL AVOID ENGAGEMENT IN ANY SITUATION OR CIRCUMSTANCE IN WHICH A CONFLICT OF INTEREST MAY ARISE. A SELF-DISCLOSURE FROM COVERED PERSONS TO THE BOARD PRESIDENT IS MADE ON ANY POTENTIAL CONFLICTS OF INTEREST AND THE COVERED PERSONS REFRAIN FROM PARTICIPATING IN ANY DELIBERATION OR DECISIONS ON SUCH TRANSACTIONS. IN ADDITION EACH YEAR THE BOARD MEMBERS COMPLETE A "CONFLICT OF INTEREST" FORM. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER MEMBERS OF THE WVN LEADERSHIP TEAM INCLUDES 1) A REVIEW AND APPROVAL BY INDEPENDENT MEMBERS OF THE BOARD'S COMPENSATION COMMITTEE AND FINANCE COMMITTEE 2) THE HUMAN RESOURCE DIRECTOR PROVIDES A COMPARABLE DATA REVIEW TO THE PERSONNEL COMMITTEE'S CHAIR 3) THE PERSONNEL COMMITTEE CHAIR INDICATES TO THE BOARD THAT THE COMPENSATION IS REASONABLE, AND 4) THE BOARDS DELIBERATION AND DECISION TO APPROVE THE COMPENSATION IS DOCUMENTED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE ORGANIZATION'S ANNUAL DISCLOSURE REPORT IS AVAILABLE ON REQUEST. THE ARTICLES OF INCORPORATION ARE AVAILABLE ON THE INDIANA SECRETARY OF STATE WEBPAGE. |
| FORM 990, PART IX, LINE 11G | PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,322,829. MANAGEMENT AND GENERAL EXPENSES 99,567. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,422,396. CONTRACTED LABOR: PROGRAM SERVICE EXPENSES 947,305. MANAGEMENT AND GENERAL EXPENSES 71,303. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,018,608. OTHER FEES: PROGRAM SERVICE EXPENSES 153,697. MANAGEMENT AND GENERAL EXPENSES 11,569. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 165,266. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 85,002. MANAGEMENT AND GENERAL EXPENSES 6,398. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,400. LAB SERVICES: PROGRAM SERVICE EXPENSES 30,438. MANAGEMENT AND GENERAL EXPENSES 2,291. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,729. CONSULTING: PROGRAM SERVICE EXPENSES 22,818. MANAGEMENT AND GENERAL EXPENSES 1,717. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,535. |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN/LOSS - DERIVATIVES -1,683,603. |
| FORM 990, PART XI, LINE 2C, AUDIT OVERSIGHT: | THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND NO PROCESSES HAVE CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESTMINISTER FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11050 PRESBYTERIAN DRIVE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351603830 | EIN |
| Primary Activities | ASSIST WESTMINISTER VILLAGE NORTH | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |