WESLEY RETIREMENT SERVICES INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: WESLEY RETIREMENT SERVICES INC (EIN 42-0680440)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-15
IRS object ID: 202123199349319287
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule K
Schedule K
Schedule K
Schedule K
Schedule K
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-15T14:58:25-06:00	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	420680440	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WESLEY RETIREMENT SERVICES INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WESL	BusinessNameControlTxt
Phone	5152716789	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5508 NORTHWEST 88TH STREET	AddressLine1Txt
City	JOHNSTON	CityNm
State Abbreviation	IA	StateAbbreviationCd
ZIP	50131	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CRAIG FLANAGAN	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	5152716789	PhoneNum
Signature	2021-11-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	CRAIG	PersonFirstNm
Person Last	FLANAGAN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CORY RUTLEDGE	PreparerPersonNm
PTIN	P01329381	PTIN
Phone	6123764500	PhoneNum
Preparation	2021-11-15	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	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	ROB KRETZINGER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5508 NORTHWEST 88TH STREET	AddressLine1Txt
City	JOHNSTON	CityNm
State Abbreviation	IA	StateAbbreviationCd
ZIP	50131	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$95,178,557	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.WESLEYLIFE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1947	FormationYr
Legal Domicile State	IA	LegalDomicileStateCd
Activity Or Mission	PROVIDING HOUSING, HEALTH CARE, AND SUPPORT SERVICES FOR OLDER ADULTS.	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	298	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$3,330,020	PYContributionsGrantsAmt
CY Contributions Grants	$9,416,378	CYContributionsGrantsAmt
PY Program Service Revenue	$84,404,621	PYProgramServiceRevenueAmt
CY Program Service Revenue	$78,929,515	CYProgramServiceRevenueAmt
PY Investment Income	$4,377,555	PYInvestmentIncomeAmt
CY Investment Income	$4,229,583	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$92,112,196	PYTotalRevenueAmt
CY Total Revenue	$92,575,476	CYTotalRevenueAmt
PY Grants And Similar Paid	$4,965	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	$46,321,444	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$47,513,302	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$695,456	CYTotalFundraisingExpenseAmt
PY Other Expenses	$41,130,190	PYOtherExpensesAmt
CY Other Expenses	$42,129,411	CYOtherExpensesAmt
PY Total Expenses	$87,456,599	PYTotalExpensesAmt
CY Total Expenses	$89,642,713	CYTotalExpensesAmt
PY Revenues Less Expenses	$4,655,597	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,932,763	CYRevenuesLessExpensesAmt
Total Assets BOY	$293,068,365	TotalAssetsBOYAmt
Total Assets EOY	$292,963,272	TotalAssetsEOYAmt
Total Liabilities BOY	$268,581,293	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$261,313,800	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$24,487,072	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$31,649,472	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	GUIDED BY CHRISTIAN COMPASSION, WESLEYLIFE SUPPORTS THE INDEPENDENCE, HEALTH, AND WELL-BEING OF OLDER ADULTS WHEREVER THEY CALL HOME. AS A NON-PROFIT ORGANIZATION, WE UNDERSTAND OUR RESPONSIBILITY AND OBLIGATION TO OPERATE WITH TRANSPARENCY, HONESTY, AND INTEGRITY IN ALL WE DO. OUR ORGANIZATIONAL CORE VALUES ARE QUALITY, EXCELLENCE, HOSPITALITY AND INNOVATION. WE ARE COMMITTED TO BE GOOD STEWARDS OF OUR RESIDENTS' RESOURCES TO IMPROVE THE LIVES OF THOSE WE SERVE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$81,940,780	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$78,929,515	RevenueAmt
Desc	WRS WAS ESTABLISHED IN 1947 AS A FAITH-BASED, NON-PROFIT ORGANIZATION AND HAS SINCE DEDICATED ITSELF TO PROVIDING HOUSING, HEALTHCARE, AND SUPPORT SERVICES TO OLDER ADULTS IN WAYS THAT ENHANCE THE HEALTH AND WELL-BEING OF THOSE WE SERVE. WESLEYLIFE IS THE SOLE MEMBER OF WRS AND OF WESLEY COMMUNITY SERVICES, INC. (WCS), WHICH PROVIDES HOME AND COMMUNITY-BASED SERVICES. WRS IS A 501(C)(3) NON-PROFIT ORGANIZATION THAT CURRENTLY OWNS AND OPERATES SEVEN COMMUNITIES FOR HEALTHY LIVING THAT OFFER A FULL CONTINUUM OF WELLNESS SERVICES. THOSE COMMUNITIES ARE: WESLEY ACRES IN DES MOINES; HALCYON HOUSE IN WASHINGTON; HERITAGE HOUSE IN ATLANTIC; THE VILLAGE IN INDIANOLA; PARK CENTRE IN NEWTON; EDGEWATER, A WESLEY ACTIVE LIFE COMMUNITY IN WEST DES MOINES; HEARTHSTONE, A MINISTRY OF WESLEYLIFE IN PELLA AND BRIO OF JOHNSTON.OUR COMMUNITY BENEFITS FROM 2020 INCLUDE:- RESIDENTS WHO DEPLETED THEIR FINANCIAL RESOURCES THROUGH NO FAULT OF THEIR OWN RECEIVED $3,815,872 OF CHARITABLE ASSISTANCE THROUGH EACH COMMUNITY'S GOOD SAMARITAN OR GOOD SHEPHERD FUND TO ALLOW THEM TO REMAIN IN THEIR APARTMENTS OR TOWNHOMES. - IN 2020, IN INCREASING OUR REACH TO UNDERSERVED COMMUNITY MEMBERS, MEDICAID DAYS INCREASED BY 15% OVER LAST YEAR TO 70,261 DAYS.- COMMUNITY MEMBERS PARTICIPATED IN VARIOUS SUPPORT GROUPS OFFERED AT OUR COMMUNITIES, INCLUDING GROUPS FOR THOSE LIVING WITH ALZHEIMER'S AND PARKINSON'S DISEASES AND BLINDNESS. GROUPS ARE ALSO OPEN TO RESIDENTS' CAREGIVERS AND LOVED ONES. - WE OFFERED LUNCH-AND-LEARNS AND OTHER EDUCATIONAL PROGRAMMING DESIGNED TO PROMOTE HEALTH AND WELL-BEING AMONG OUR RESIDENTS, CLIENTS, AND TEAM MEMBERS. - WE PROVIDED MORE THAN 8,495 HOURS OF VOLUNTEER HOURS TO RESIDENTS, CLIENTS, AND TEAM MEMBERS. - WE COLLECTED AND DONATED CLOTHING, COATS, BOOKS, AND OTHER SUPPLIES TO AREA CHARITIES.	Desc
Total Program Service Expenses	$81,940,780	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	0	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	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	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	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	0	EmployeeCnt
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	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	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (1)	WrittenPolicyOrProcedureInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	CRAIG FLANAGAN CFO	PersonNm
Phone	5152716789	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5508 NORTHWEST 88TH STREET	AddressLine1Txt
City	JOHNSTON	CityNm
State Abbreviation	IA	StateAbbreviationCd
ZIP	50131	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ROB KRETZINGER
PRESIDENT & CEO	22.00	18.00	Yes (X)	$747,992	$611,993	$54,199
SALLY GROOME
CMO (THROUGH NOVEMBER 2020)	22.00	18.00	Yes (X)	$119,755	$97,982	$20,935
DAMON BUSKOHL
WESLEY ACRES EXECUTIVE DIRECTOR	40.00	0.00		$195,626	$0	$38,884	Yes (X)
NICK HASHFIELD
CFO (THROUGH JUNE 2020)	22.00	18.00	Yes (X)	$95,148	$77,849	$22,206
GLEN LEWIS
EDGEWATER EXECUTIVE DIRECTOR	40.00	0.00		$158,483	$0	$26,740	Yes (X)
NANCY BLOWERS-HAMILTON
COTTAGES EXECUTIVE DIRECTOR	40.00	0.00		$134,781	$0	$38,080	Yes (X)
SHANNON MINSHALL
PARK CENTRE EXECUTIVE DIRECTOR	40.00	0.00		$129,334	$0	$6,135	Yes (X)
CHRISTINE MARSHALL
HALCYON HOUSE EXECUTIVE DIRECTOR	40.00	0.00		$127,557	$0	$6,980	Yes (X)
CRAIG FLANAGAN
CFO	22.00	18.00	Yes (X)	$52,528	$42,977	$6,647
KEVIN LAGREE
CHAIR	2.00	3.00	Yes (X)	$0	$0	$0		Yes (X)
SUSAN OSWEILLER
SECRETARY/TREASURER	2.00	3.00	Yes (X)	$0	$0	$0		Yes (X)
CHAD RASMUSSEN
PAST CHAIR	2.00	3.00	Yes (X)	$0	$0	$0		Yes (X)
KIP ALBERTSON
DIRECTOR	2.00	3.00		$0	$0	$0		Yes (X)
ABBEY GILROY
DIRECTOR	2.00	3.00		$0	$0	$0		Yes (X)
NICK HENDERSON
DIRECTOR	2.00	3.00		$0	$0	$0		Yes (X)
JODY LORENCE
DIRECTOR	2.00	3.00		$0	$0	$0		Yes (X)
BOB RUCH
DIRECTOR	2.00	3.00		$0	$0	$0		Yes (X)
DAVID STOUT
DIRECTOR	2.00	3.00		$0	$0	$0		Yes (X)
DR CHRISTINA TAYLOR
DIRECTOR	2.00	3.00		$0	$0	$0		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,761,204	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$830,801	TotReportableCompRltdOrgAmt
Total Other Compensation	$220,806	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	7	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
SELECT REHABILITATION
PO BOX 71985	CHICAGO	IL	60694	THERAPY SERVICES	$2,380,065
GRAPE TREE MEDICAL STAFFING
2501 BOJI BEND DRIVE STE 100	MILFORD	IA	51351	NURSING POOL	$304,068
ROCK MEDICAL GROUP LLC
PO BOX 31246	TAMPA	FL	31246	NURSING POOL	$219,458
FUSION MEDICAL STAFFING
PO BOX 82674	LINCOLN	NE	68501	NURSING POOL	$213,480
CBS STAFFING
7517 DOUGLAS AVE SUITE 17	URBANDALE	IA	50322	NURSING POOL	$138,655

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Government Grants	$4,553,559	GovernmentGrantsAmt
All Other Contributions	$4,862,819	AllOtherContributionsAmt
Noncash Contributions	$68,231	NoncashContributionsAmt
Total Contributions	$9,416,378	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
HEALTH CARE SERVICES	624100	$71,419,302	$71,419,302
OTHER RESIDENT SERVICE	900099	$6,748,812	$6,748,812
MEALS INCOME	624100	$761,401	$761,401

Field	Value	IRS element (for citing)
Total Program Service Revenue	$78,929,515	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,037,881	TotalRevenueColumnAmt
Exclusion	$3,037,881	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,621,320	SecuritiesAmt
Other	$1,173,463	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,870,601	SecuritiesAmt
Other	$732,480	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$750,719	SecuritiesAmt
Other	$440,983	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,191,702	TotalRevenueColumnAmt
Exclusion	$1,191,702	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$92,575,476	TotalRevenueColumnAmt
Related Or Exempt Func Income	$78,929,515	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$4,229,583	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,072,623	TotalAmt
Program Services	$804,468	ProgramServicesAmt
Management And General	$268,155	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$38,401,892	TotalAmt
Program Services	$33,967,476	ProgramServicesAmt
Management And General	$4,005,815	ManagementAndGeneralAmt
Fundraising	$428,601	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$830,832	TotalAmt
Program Services	$730,066	ProgramServicesAmt
Management And General	$92,303	ManagementAndGeneralAmt
Fundraising	$8,463	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$3,792,455	TotalAmt
Program Services	$3,571,534	ProgramServicesAmt
Management And General	$150,771	ManagementAndGeneralAmt
Fundraising	$70,150	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,415,500	TotalAmt
Program Services	$3,120,110	ProgramServicesAmt
Management And General	$264,239	ManagementAndGeneralAmt
Fundraising	$31,151	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$140,447	TotalAmt
Program Services	$87,980	ProgramServicesAmt
Management And General	$52,467	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$256,474	TotalAmt
Program Services	$56,077	ProgramServicesAmt
Management And General	$200,397	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$249,036	TotalAmt
Program Services	$182,764	ProgramServicesAmt
Management And General	$66,272	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$5,248,152	TotalAmt
Program Services	$4,924,468	ProgramServicesAmt
Management And General	$319,243	ManagementAndGeneralAmt
Fundraising	$4,441	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$667,212	TotalAmt
Program Services	$508,968	ProgramServicesAmt
Management And General	$157,544	ManagementAndGeneralAmt
Fundraising	$700	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,125,722	TotalAmt
Program Services	$3,936,866	ProgramServicesAmt
Management And General	$182,996	ManagementAndGeneralAmt
Fundraising	$5,860	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$533,865	TotalAmt
Program Services	$376,571	ProgramServicesAmt
Management And General	$156,746	ManagementAndGeneralAmt
Fundraising	$548	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,429,879	TotalAmt
Program Services	$4,356,730	ProgramServicesAmt
Management And General	$72,341	ManagementAndGeneralAmt
Fundraising	$808	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$308,905	TotalAmt
Program Services	$159,497	ProgramServicesAmt
Management And General	$136,703	ManagementAndGeneralAmt
Fundraising	$12,705	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$124,146	TotalAmt
Program Services	$23,479	ProgramServicesAmt
Management And General	$99,063	ManagementAndGeneralAmt
Fundraising	$1,604	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,317,818	TotalAmt
Program Services	$5,150,697	ProgramServicesAmt
Management And General	$167,121	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$12,764,869	TotalAmt
Program Services	$12,451,102	ProgramServicesAmt
Management And General	$305,981	ManagementAndGeneralAmt
Fundraising	$7,786	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,031,545	TotalAmt
Program Services	$1,992,326	ProgramServicesAmt
Management And General	$38,068	ManagementAndGeneralAmt
Fundraising	$1,151	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
FOOD	$4,578,318	$4,578,318
EMPLOYEE RECRUITING	$602,377	$551,004	$46,696	$4,677
EMPLOYEE RELATIONS	$445,549	$407,551	$34,539	$3,459
DUES & SUBSCRIPTIONS	$161,052	$147,317	$12,485	$1,250

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$144,045	TotalAmt
Program Services	-$144,589	ProgramServicesAmt
Management And General	$176,532	ManagementAndGeneralAmt
Fundraising	$112,102	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$89,642,713	TotalAmt
Program Services	$81,940,780	ProgramServicesAmt
Management And General	$7,006,477	ManagementAndGeneralAmt
Fundraising	$695,456	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,864,544	BOYAmt
EOY	$11,766,414	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$6,904,220	BOYAmt
EOY	$8,943,394	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$263,368	BOYAmt
EOY	$787,389	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$5,748,310	BOYAmt
EOY	$3,533,703	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$400,099	BOYAmt
EOY	$400,206	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$225,280	BOYAmt
EOY	$178,498	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$344,050,176	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$160,205,546	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$192,718,132	BOYAmt
EOY	$183,844,630	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$60,674,199	BOYAmt
EOY	$58,534,454	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$2,213,566	BOYAmt
EOY	$2,333,405	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$191,161	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$19,865,486	BOYAmt
EOY	$22,641,179	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$293,068,365	BOYAmt
EOY	$292,963,272	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$10,864,544	BOYAmt
EOY	$9,174,780	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$19,655,528	BOYAmt
EOY	$19,198,169	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$139,842,443	BOYAmt
EOY	$133,610,054	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$92,258,450	BOYAmt
EOY	$92,861,822	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$306,781	BOYAmt
EOY	$2,227,326	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$5,653,547	BOYAmt
EOY	$4,241,649	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$268,581,293	BOYAmt
EOY	$261,313,800	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	$6,424,600	BOYAmt
EOY	$11,439,862	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$18,062,472	BOYAmt
EOY	$20,209,610	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$24,487,072	BOYAmt
EOY	$31,649,472	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$293,068,365	BOYAmt
EOY	$292,963,272	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$2,932,763	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,558,638	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$1,670,999	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

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	$2,408,745	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,581,215	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,076,184	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,330,020	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,416,378	CurrentTaxYearAmt
Total	$19,812,542	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$71,605,281	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$72,185,959	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$75,094,792	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$84,404,621	CurrentTaxYearMinus1YearAmt
Current Tax Year	$78,929,515	CurrentTaxYearAmt
Total	$382,220,168	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$74,014,026	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$75,767,174	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$76,170,976	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$87,734,641	CurrentTaxYearMinus1YearAmt
Current Tax Year	$88,345,893	CurrentTaxYearAmt
Total	$402,032,710	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$2,600	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,100	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,775	CurrentTaxYearMinus1YearAmt
Current Tax Year	$26,580	CurrentTaxYearAmt
Total	$33,055	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$786,904	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year	$1,822,424	CurrentTaxYearMinus1YearAmt
Total	$2,609,328	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$786,904	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,600	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,100	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,825,199	CurrentTaxYearMinus1YearAmt
Current Tax Year	$26,580	CurrentTaxYearAmt
Total	$2,642,383	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$399,390,327	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,545,089	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,736,543	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,427,119	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,365,625	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,037,881	CurrentTaxYearAmt
Total	$12,112,257	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,545,089	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,736,543	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,427,119	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,365,625	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,037,881	CurrentTaxYearAmt
Total	$12,112,257	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$75,559,115	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$78,503,717	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$77,598,095	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$91,100,266	CurrentTaxYearMinus1YearAmt
Current Tax Year	$91,383,774	CurrentTaxYearAmt
Total	$414,144,967	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.96440	PublicSupportCY509Pct
Public Support PY509	0.96820	PublicSupportPY509Pct
Investment Income CY	0.02920	InvestmentIncomeCYPct
Investment Income PY	0.02510	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$10,982,535	BeginningYearBalanceAmt
Contributions	$3,806,388	ContributionsAmt
Investment Earnings Or Losses	$1,817,931	InvestmentEarningsOrLossesAmt
End Year Balance	$16,606,854	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,600,796	BeginningYearBalanceAmt
Contributions	$2,760,468	ContributionsAmt
Investment Earnings Or Losses	$621,271	InvestmentEarningsOrLossesAmt
End Year Balance	$10,982,535	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,786,038	BeginningYearBalanceAmt
Contributions	$359,273	ContributionsAmt
Investment Earnings Or Losses	-$544,515	InvestmentEarningsOrLossesAmt
End Year Balance	$7,600,796	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,496,991	BeginningYearBalanceAmt
Contributions	$182,905	ContributionsAmt
Investment Earnings Or Losses	$106,142	InvestmentEarningsOrLossesAmt
End Year Balance	$7,786,038	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,301,951	BeginningYearBalanceAmt
Contributions	$175,718	ContributionsAmt
Investment Earnings Or Losses	$19,322	InvestmentEarningsOrLossesAmt
End Year Balance	$7,496,991	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	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,624,242	OtherCostOrOtherBasisAmt
Book Value	$4,624,242	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$281,644,850	OtherCostOrOtherBasisAmt
Depreciation	$125,440,770	DepreciationAmt
Book Value	$156,204,080	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$17,420,992	OtherCostOrOtherBasisAmt
Depreciation	$4,996,456	DepreciationAmt
Book Value	$12,424,536	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$37,912,642	OtherCostOrOtherBasisAmt
Depreciation	$29,768,320	DepreciationAmt
Book Value	$8,144,322	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,447,450	OtherCostOrOtherBasisAmt
Book Value	$2,447,450	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$183,844,630	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
BOND FUNDS	$7,852,100
INTERCOMPANY RECEIVABLES	$14,789,079

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$22,641,179	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
CHARITABLE REMAINDER TRUST LIABILITY	$74,783
ANNUITY PAYMENT LIABILITY	$74,589
FAIR VALUE INTEREST RATE SWAP	$3,198,141
ASSET RETIREMENT OBLIGATION	$103,114
ENTRY FEE ESCROW DEPOSITS	$791,022

Field	Value	IRS element (for citing)
Total Liability	$4,241,649	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, LINE 2B:	REPAYABLE ENTRY FEES. THESE AGREEMENTS ARE USED IN THE NEWER COMMUNITIES OR WITH MORE RECENT BUILDING OR REMODELING ADDITIONS AT THE OLDER CAMPUSES. IT FEATURES A DECLINING REFUND WITH A MINIMUM REFUND %. THE MINIMUM REFUND WILL VARY FROM 50%, 70%, 75% OR 90% DEPENDING ON THE CAMPUS AND THE LIVING UNITS. THE REFUNDS ARE CONTINGENT UPON THE RECEIPT OF A SUCCESSOR ENTRY FEE. THIS IS THE PREDOMINANT ENTRY FEE TYPE AT THE VILLAGE, WESLEY ACRES, PARK CENTRE AND THE TOWNHOMES AT HALCYON HOUSE. THE EDGEWATER FACILITY DOES NOT REFUND THE ENTRANCE FEE UNTIL BOTH THE UNIT HAS BEEN RENTED BY A SUCCESSOR AND THE RESIDENT IS NO LONGER LIVING AT THE FACILITY. BRIO IS MAINLY A RENTAL FACILITY BUT THEY WILL HAVE ENTRANCE FEE RESIDENTS STARTING IN LATE OCTOBER 2018. ALL INITIAL BRIO RESIDENTS HAVE 100% REFUNDABLE CONTRACTS. AFTER THE INITIAL RESIDENT, THE REFUNDABLE % IS 90%.
PART V, LINE 4:	THE EARNINGS FROM THE GOOD SAMARITAN/SHEPHERD ENDOWMENT ARE TRANSFERRED TO THE GOOD SAMARITAN/SHEPHERD RESERVE, WHICH IS USED TO ASSIST RESIDENTS OF MODEST MEANS WITH THEIR MONTHLY FEES IN ACCORDANCE WITH GUIDELINES ESTABLISHED BY THE BOARD OF DIRECTORS. EARNINGS FROM THE SARGENT MEMORIAL ENDOWMENT ARE USED FOR SIMILAR PURPOSES FOR WESLEY ACRES. EARNINGS FROM THE SCHEERER MEMORIAL ENDOWMENT ARE USED TO PURCHASE ITEMS FOR THE BENEFIT OF WESLEY ACRES RESIDENTS. EARNINGS FROM THE NURSING SCHOLARSHIP ENDOWMENT ARE USED TO ASSIST HALCYON AND WESLEY ACRES EMPLOYEES IN ADVANCING THEIR NURSING EDUCATION. EARNINGS FROM THE BAKER EMPLOYMENT ENDOWMENT ARE USED TO ASSIST EMPLOYEES OF WESLEY ACRES WITH SHORT-TERM FINANCIAL NEEDS. EARNINGS FROM THE PARK CENTRE AND VILLAGE BUILDING ENDOWMENTS ARE USED TO MAKE IMPROVEMENTS, UPGRADES AND REPAIRS TO THE BUILDINGS. EARNINGS FROM THE PARK CENTRE COMPUTER ENDOWMENT ARE USED TO PURCHASE COMPUTER HARDWARE. EARNINGS FROM NORRIS WELLNESS ENDOWMENT ARE USED TO SUPPORT A WELLNESS PROGRAM AT WESLEY ACRES. EARNINGS FROM THE GOOD SAMARITAN/CORA WAGNER TRUST ARE USED TO ASSIST RESIDENTS AT WESLEY ACRES.
PART X, LINE 2:	THE CORPORATION AND ITS AFFILIATES ARE GENERALLY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE SECTIONS OF THE STATE STATUTES. CONSEQUENTLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. HOWEVER, THERE ARE IMMATERIAL AMOUNTS OF UNRELATED BUSINESS INCOME IN CERTAIN AFFILIATES THAT ARE TAXABLE. THE CORPORATION ACCOUNTS FOR ITS UNCERTAINTY IN INCOME TAX UNDER ACCOUNTING STANDARDS CODIFICATION 740, INCOME TAXES WESLEYLIFE, WRS, AND WCS FILE INFORMATION RETURNS AS TAX-EXEMPT ORGANIZATIONS. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
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	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 (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
ROB KRETZINGER
PRESIDENT & CEO	$330,084	$270,068	$404,844	$331,236	$13,064	$10,689	$12,238	$10,012	$17,572	$14,377	$777,802	$636,382	$320,810	$262,480
SALLY GROOME
CMO (THROUGH NOVEMBER 2020)	$101,994	$83,450	$0	$0	$17,761	$14,532	$3,642	$2,980	$7,872	$6,441	$131,269	$107,403	$0	$0
DAMON BUSKOHL
WESLEY ACRES EXECUTIVE DIRECTOR	$189,366	$0	$5,000	$0	$1,260	$0	$6,033	$0	$32,851	$0	$234,510	$0	$0	$0
NICK HASHFIELD
CFO (THROUGH JUNE 2020)	$95,032	$77,754	$0	$0	$116	$95	$2,911	$2,381	$9,303	$7,611	$107,362	$87,841	$0	$0
GLEN LEWIS
EDGEWATER EXECUTIVE DIRECTOR	$157,398	$0	$0	$0	$1,085	$0	$4,900	$0	$21,840	$0	$185,223	$0	$0	$0
NANCY BLOWERS-HAMILTON
COTTAGES EXECUTIVE DIRECTOR	$133,745	$0	$0	$0	$1,036	$0	$4,252	$0	$33,828	$0	$172,861	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	ROB KRETZINGER, PRESIDENT & CEO, RECEIVED $3,000 FOR SOCIAL CLUB DUES; THIS BENEFIT WAS INCLUDED IN HIS TAXABLE W-2 COMPENSATION.
PART I, LINE 3	WESLEYLIFE DETERMINES THE CEO'S COMPENSATION. WESLEYLIFE, WCS AND WRS HAVE THE SAME BOARD MEMBERS. SEE SCHEDULE O FOR THE NARRATIVE RELATED TO FORM 990, PART VI, LINE 15 FOR FURTHER INFORMATION.
PART I, LINE 4B	THE FOLLOWING INDIVIDUAL RECEIVED A DISTRIBUTION FROM THEIR 457(F) DEFERRED COMPENSATION PLAN IN 2020: NICK HARSHFIELD - $13,715 ROB KRETZINGER, PRESIDENT/CEO OF WESLEY RETIREMENT SERVICES AND RELATED AFILLIATES, HAS PARTICIPATED IN A 457(F) DEFERRED COMPENSATION PROGRAM DATING BACK TO 2004. THIS WAS A LONG-TERM RETENTION PROGRAM THAT BECAME VESTED IN 2018. IN 2020, THE PLAN PROVIDED A PRE-TAX PAYMENT OF $583,290, SPLIT BETWEEN WESLEY RETIREMENT SERVICES AND RELATED AFFILIATES. HE IS RESPONSIBLE FOR HIS OWN TAX LIABILITY ON THE LUMP SUM PRE-TAX PAYMENT.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
IOWA FINANCE AUTHORITY
A	521699886	46245WAV9	2003-07-31	$22,510,000	IMPROVE FACILITIES, REFUND PRIOR ISSUES 10/29/92, 4/10/97, 11/6/97, 6/22/00	0	0	0
IOWA FINANCE AUTHORITY
B	521699886	46246KXT4	2006-10-12	$8,780,000	IMPROVE FACILITIES, REFUND PRIOR ISSUE OF $7,980,000 (7/31/03)	0	0	0
IOWA FINANCE AUTHORITY
C	521699886		2007-04-27	$1,030,000	PURCHASE FACILITIES	0	0	0
IOWA FINANCE AUTHORITY
D	521699886		2010-12-16	$12,000,000	CONSTRUCT FACILITIES,REFUND PRIOR YEAR ISSUE(07/31/03)	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capitalized InterestCapitalizedInterestAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt
A	$130,000	$22,700,116	$191,335	$11,518,574	$10,990,208	2005	Yes (1)	Yes (1)	Yes (1)
B	$7,425,000	$8,880,230	$156,495	$3,224,476	$5,360,432	2007	Yes (1)	Yes (1)	Yes (1)	$18,911	$119,917
C	$507,935	$1,030,000		$1,030,000		2007	0	Yes (1)	Yes (1)
D	$6,168,949	$12,001,928	$240,000	$8,657,020	$2,895,967	2012	Yes (1)	Yes (1)	Yes (1)	$138,348		$70,593

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
SEE PART VI
A	0	0	Yes (1)	Yes (1)	Yes (1)	Yes (1)	27.400000000000	0	0	0	0	Yes (1)
SEE PART VI
B	0	0	Yes (1)	Yes (1)	Yes (1)	Yes (1)	27.200000000000	0	0	0	0	Yes (1)
(no name)
C	0	0	Yes (1)	Yes (1)	Yes (1)	0				0	0	Yes (1)
(no name)
D	0	0	Yes (1)	Yes (1)	Yes (1)	0				0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

DATE REBATE COMPUTATION PERFORMED

ISSUER NAME: IOWA FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2006 ISSUER NAME: IOWA FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 04/12/2008 ISSUER NAME: IOWA FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/27/2007 ISSUER NAME: IOWA FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2013 ISSUER NAME: IOWA FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2017 ISSUER NAME: CITY OF HARVEY, IOWA DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2013 ISSUER NAME: CITY OF PELLA, IOWA DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2014 ISSUER NAME: IOWA FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/01/2020 ISSUER NAME: CITY OF AINSWORTH, IOWA DATE THE REBATE COMPUTATION WAS PERFORMED: 05/31/2020 ISSUER NAME: CITY OF LEWIS, IOWA DATE THE REBATE COMPUTATION WAS PERFORMED: 05/31/2020 ISSUER NAME: CITY OF POLK CITY, IOWA DATE THE REBATE COMPUTATION WAS PERFORMED: 12/31/2018

SCHEDULE K, PART II:

ENTITY 1, ENTITY 2 AND ENTITY 3, PART II, LINE 3 - THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART I, COLUMN (E) DUE TO INVESTMENT EARNINGS. ENTITY 2, PART II, COLUMNS A AND D, LINE 3 - THE TOTAL PROCEEDS DO NOT EQUAL THE SUMMATION OF LINES 4-12 DUE TO TRANSFERRED OR REPLACEMENT PROCEEDS IN LINE 4. ENTITY 4, PART II, COLUMN A, C AND D, LINE 3 - THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART I, COLUMN E AS THIS DEBT WAS ISSUED ON A DRAW-DOWN BASIS AND THE TOTAL PRINCIPAL AVAILABLE HAS NOT YET BEEN DRAWN. ENTITY 5, PART II, COLUMNS A, B AND C, LINE 3 - THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART I, COLUMN E AS THIS DEBT WAS ISSUED ON A DRAW-DOWN BASIS AND THE TOTAL PRINCIPAL AVAILABLE HAS NOT YET BEEN DRAWN. NOTE REGARDING THE REBATE COMPUTATION: ENTITY 1, PART IV, COLUMNS A, B, C AND D, LINE 2C - SINCE THE BOND PROCEEDS HAVE BEEN SPENT, A SPENDING EXCEPTION WAS MET, AND THE DEBT SERVICE FUND WAS OPERATED ON A BONA FIDE BASIS, NO FURTHER REBATE CALCULATIONS ARE NECESSARY. ENTITY 2, PART IV, COLUMNS B AND C, LINE 2C - THIS DEBT WAS ISSUED ON A DRAW-DOWN BASIS AND AMOUNTS WERE DRAWN AS PROJECT COSTS WERE INCURRED. AS NO REBATE ARBITRAGE WAS EARNED AND THE DEBT SERVICE FUND WAS OPERATED ON A BONA FIDE BASIS, NO FURTHER REBATE ANALYSIS IS NECESSARY. ENTITY 3, PART IV, COLUMN D, LINE 2C - THIS DEBT WAS ISSUED ON A DRAW-DOWN BASIS AND AMOUNTS WERE DRAWN AS PROJECT COSTS WERE INCURRED. AS NO REBATE ARBITRAGE WAS EARNED AND THE DEBT SERVICE FUND WAS OPERATED ON A BONA FIDE BASIS, NO FURTHER REBATE ANALYSIS IS NECESSARY.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
IOWA FINANCE AUTHORITY
A	521699886	2012-12-13	$20,300,000	REFUND PRIOR ISSUE (12/20/07)	0	0	0
CITY OF HARVEY IOWA
B	421104344	2012-12-21	$10,000,000	LOAN TO FINANCE CONSTRUCTION OF NEW FACILITIES	0	0	0
CITY OF PELLA IOWA
C	426005115	2012-12-21	$6,500,000	LOAN TO FINANCE CONSTRUCTION OF NEW FACILITIES	0	0	0
IOWA FINANCE AUTHORITY
D	521699886	2015-11-12	$41,200,000	IMPROVE FACILITIES, REFUND PRIOR ISSUE	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capital ExpendituresCapitalExpendituresAmt
A	$2,039,262	$20,300,000	$1,711,275	$290,795	$20,005,190	2009	Yes (1)	0	Yes (1)	Yes (1)
B	$3,522,417	$10,000,000		$90,223		2014	0	0	Yes (1)	Yes (1)	$9,909,777
C	$1,500,000	$6,500,000		$54,428		2014	0	0	Yes (1)	Yes (1)	$6,445,572
D	$8,586,341	$41,777,411	$3,332,953		$40,599,942	2009	Yes (1)	Yes (1)	Yes (1)	Yes (1)	$1,177,469

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	0	Yes (1)	Yes (1)	Yes (1)
C	0	Yes (1)	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
CITY OF AINSWORTH IOWA
A	426004179	2015-06-25	$10,000,000	CONSTRUCT AND IMPROVE FACILITIES	0	0	0
CITY OF LEWIS IOWA
B	426004884	2015-06-25	$6,100,000	CONSTRUCT AND IMPROVE FACILITIES	0	0	0
IOWA FINANCE AUTHORITY
C	521699886	2017-04-27	$16,150,000	FINANCE EXPANSION OF EDGEWATER	0	0	0
CITY OF POLK CITY IOWA
D	421019654	2017-08-28	$7,000,000	CONSTRUCTION OF THE BRIO FACILITY	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$1,224,203	$10,017,565	$50,001	$9,300,773	$666,791	2017	0	Yes (1)
B	$757,874	$6,102,564	$50,001	$6,029,999	$22,564	2018	Yes (1)	Yes (1)
C	$12,397,769	$16,150,000	$54,845	$15,671,412	$423,743		0	Yes (1)
D	$730,000	$7,000,000	$50,001	$6,949,999		2018	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	Yes (1)	Yes (1)
B	0	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd
(no name)
A	0	0	0	Yes (1)	Yes (1)	0	0	0	Yes (1)
(no name)
B	0	0	0	Yes (1)	Yes (1)	0	0	0	Yes (1)
(no name)
C	0	Yes (1)	0	0	Yes (1)	0	0	0	Yes (1)
SEE PART VI
D	0	0	Yes (1)	Yes (1)	Yes (1)	Yes (1)	0	0	Yes (1)	24.900000000000	0	0

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
CITY OF GRANGER IOWA
A	420922580	2017-08-28	$10,000,000	CONSTRUCTION OF THE BRIO FACILITY	0	0	0
CITY OF WINDSOR HEIGHTS IOWA
B	426004577	2017-08-28	$8,500,000	CONSTRUCTION OF THE BRIO FACILITY	0	0	0
CITY OF PRINCETON IOWA
C	420952299	2019-12-30	$10,000,000	ACQUIRE AND RENOVATE FACILITIES	0	0	0
CITY OF LECLAIRE IOWA
D	426006431	2019-12-30	$10,000,000	ACQUIRE AND RENOVATE FACILITIES	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Substantial CompletionSubstantialCompletionYr
A	$227,500	$9,567,355	$50,001	$9,517,354	0	Yes (1)
B	$335,000	$8,500,000	$50,001	$8,449,999	Yes (1)	Yes (1)	2020
C		$1,167,220	$50,001	$1,117,219	0	Yes (1)
D		$1,167,220	$50,001	$1,117,219	0	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	0	Yes (1)
D	Yes (1)	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	Variable Rate IssueVariableRateIssueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
CITY OF RIVERDALE IOWA
A	421186528	2019-12-30	$10,000,000	ACQUIRE AND RENOVATE FACILITIES	0	0	0
CITY OF PRINCETON IOWA
B	420952299	2020-04-02	$9,000,000	ACQUIRE AND RENOVATE FACILITIES	0	0	0
SCOTT COUNTY IOWA
C	426004465	2020-05-27	$3,000,000	ACQUIRE AND RENOVATE FACILITIES	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$1,167,220	$50,001	$1,117,219	Yes (1)
B	$1,166,451	$50,001	$1,116,450	Yes (1)
C	$1,165,906	$19,118	$1,146,788	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	Variable Rate IssueVariableRateIssueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$8,382	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$49,899	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$100	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	MISCELLANEOUS	Desc
Contribution	7	ContributionCnt
Noncash Contributions Rpt F990	$9,850	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1	THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR OF THE BOARD, THE PRESIDENT/CEO AND AT LEAST THREE DIRECTORS SELECTED BY VOTE OF THE BOARD OF DIRECTORS. EXCEPT FOR THE PRESIDENT/CEO, ALL MEMBERS OF THE EXECUTIVE COMMITTEE MUST BE MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS ALL THE AUTHORITY OF THE BOARD (EXCEPT AS NOTED BELOW) BUT LIMITS ITSELF TO MATTERS THAT REQUIRE IMMEDIATE ACTION AND CANNOT WAIT UNTIL THE NEXT SCHEDULED BOARD MEETING. THE EXECUTIVE COMMITTEE SHALL HAVE NO AUTHORITY TO AMEND THE ARTICLES OF INCORPORATION, THE BYLAWS, OR ADOPT A PLAN OF MERGER OR CONSOLIDATION. THE EXECUTIVE COMMITTEE SHALL REPORT ON ITS ACTIONS AT THE NEXT MEETING OF THE BOARD OF DIRECTORS AND SUCH ACTIONS SHALL BE SUBJECT TO REVISION AND ALTERATION OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 3	WESLEY RETIREMENT SERVICES, INC. PAYS WESLEYLIFE, A RELATED ORGANIZATION, FEES TO PERFORM MANAGEMENT SERVICES FOR THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 6	WESLEYLIFE, AN EXEMPT 501(C)(3) ORGANIZATION, IS THE SOLE CORPORATE MEMBER.
FORM 990, PART VI, SECTION A, LINE 7A	WESLEYLIFE ELECTS THE BOARD MEMBERS OF WRS. VACANCIES IN THE BOARD OF DIRECTORS AT WRS ARE FILLED BY WESLEYLIFE.
FORM 990, PART VI, SECTION A, LINE 7B	APPROVAL OF THE FOLLOWING MATTERS ARE RESERVED EXCLUSIVELY TO THE MEMBER: 1. APPROVAL OF CHANGES TO THE ARTICLES OF INCORPORATION OR BYLAWS; 2. APPOINTMENT OF, OR REMOVAL OF, WITH OR WITHOUT CAUSE, THE MEMBERS OF THE BOARD OF DIRECTORS; ABILITY TO FIX THE NUMBER OF BOARD OF DIRECTORS; 3. APPROVAL OF THE INCURRENCE OF DEBT; 4. THE SALE, TRANSFER OR SUBSTANTIAL CHANGE IN USE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS, DIVESTITURES, DISSOLUTIONS, CLOSURES, MERGERS, CONSOLIDATIONS, OR CHANGES IN CORPORATE MEMBERS; 5. APPROVAL OF THE TRANSFER OR ENCUMBRANCE OF THE ASSETS; AND 6. APPROVAL OF THE ANNUAL OPERATING BUDGET AND CAPITAL PLAN.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE CEO, CFO AND CONTROLLER REVIEWED THE DOCUMENT INTERNALLY. THE FORM 990 WAS THEN REVIEWED BY THE BOARD'S FINANCE COMMITTEE AND MADE AVAILABLE TO ALL VOTING BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE CORPORATION COMMUNICATES THE CONFLICT OF INTEREST POLICY ANNUALLY TO BOARD MEMBERS AND REQUIRES BOARD MEMBERS TO COMPLETE AN ANNUAL STATEMENT DESCRIBING ACTUAL OR PERCEIVED CONFLICTS OF INTEREST. IF ANY CONFLICTS ARISE THE BOARD MUST FOLLOW THE PROCEDURES SPECIFIED IN THE POLICY TO RESOLVE THE MATTER. WITH RESPECT TO THE BOARD MEMBERS, A PERSON WHO HAS A CONFLICT OF INTEREST IS DEEMED AN INTERESTED DIRECTOR. THE INTEREST DIRECTOR SHALL NOT PARTICIPATE IN THE VOTE REGARDING HIS/HER POTENTIAL CONFLICT AND, DEPENDING UPON THE CIRCUMSTANCES, MAY NOT BE PERMITTED TO PARTICIPATE IN THE DISCUSSION REGARDING THE ISSUE. NO INTERESTED DIRECTOR SHALL BE PERMITTED TO VOTE IN MATTERS IN WHICH HE/SHE HAS A CONFLICT OF INTEREST. WITH RESPECT TO EMPLOYEES, THE PRESIDENT, IN CONSULTATION WITH OTHER UNBIASED MANAGERS, SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. AFTER EXERCISING DUE DILIGENCE, INCLUDING INVESTIGATING ALTERNATIVES TO A TRANSACTION OR ARRANGEMENT THAT GIVES RISE TO A CONFLICT OF INTEREST, THE PRESIDENT SHALL DETERMINE WHETHER THE CORPORATION IS ABLE TO OBTAIN WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM ANOTHER INDIVIDUAL OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT AVAILABLE, THE ARRANGEMENT OR TRANSACTION MAY GO FORWARD IF THE PRESIDENT DETERMINES THAT THE TRANSACTION IS FAIR AND IN THE BEST INTEREST OF THE CORPORATION.
FORM 990, PART VI, SECTION B, LINE 15A	THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS EMPOWERED BY THE BOARD OF DIRECTORS, ACCORDING TO ARTICLE VII OF THE ORGANIZATION'S BY-LAWS, TO DETERMINE PERFORMANCE GOALS AND MONITOR AND EVALUATE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER. THE EXECUTIVE COMMITTEE INCLUDES IN ITS EVALUATION, FEEDBACK FROM OTHER BOARD MEMBERS AND OTHERS NOT ASSOCIATED WITH THE COMMITTEE OR THE BOARD. THE COMMITTEE MONITORS PERFORMANCE OF THE ORGANIZATION AND CEO THROUGHOUT THE YEAR AND PROVIDES ONGOING ASSESSMENTS TO THE CEO USING AN EVALUATION AND RATING TOOL. THE COMMITTEE UTILIZES AN ANNUAL INDEPENDENT COMPENSATION SURVEY TO ASSIST IN DETERMINING COMPENSATION. MULTI-SITE ORGANIZATIONS AND LEADINGAGE, FORMERLY KNOWN AS "THE AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING", PROVIDE AN ANNUAL SURVEY OF COMPENSATION FOR CEOS AND OTHER OFFICERS. (WESLEYLIFE HAS SEARCHED FOR OTHER SURVEYS TO SUPPLEMENT THIS ONE BUT NO OTHER SURVEY PROVIDES THE SAME DEGREE OF COMPARABILITY.) THE SURVEY INCLUDES ONLY SENIOR LIVING ORGANIZATIONS AND IS SORTED BY GEOGRAPHIC REGIONS, REVENUE VOLUME, FULL-TIME EQUIVALENT EMPLOYEES, AND ASSET SIZE. IN 2015, THE EXECUTIVE COMMITTEE OF THE BOARD ENGAGED AN INDEPENDENT, THIRD PARTY TO TAKE A DEEPER ANALYSIS INTO THE COMPENSATION DESIGN AS COMPARED TO SIMILAR ORGANIZATIONS. THE INTENT WAS TO GO BEYOND THE INDUSTRY BENCHMARKED STUDY AND DRILL INTO APPROPRIATENESS, COMPETITIVENESS, AND OVERALL DESIGN. IT WAS DETERMINED, THROUGH THIS SECOND OPINION, THAT COMPENSATION WAS APPROPRIATE FOR THE SIZE AND COMPLEXITY OF THE ORGANIZATION. THE EXECUTIVE COMMITTEE DISCLOSES TO THE FULL BOARD OF DIRECTORS, IN CLOSED SESSION, THE RESULTS OF THE PERFORMANCE EVALUATION AND COMPENSATION DECISIONS. MINUTES OF MEETINGS ARE MAINTAINED AND THE BOARD CHAIRMAN PROVIDES WRITTEN NOTIFICATION TO BOTH THE CEO AND THE CORPORATE FINANCE DEPARTMENT REGARDING COMPENSATION DECISIONS. THE EVALUATION AND COMPENSATION SETTING PROCESS IS MUCH THE SAME FOR THE OTHER OFFICERS AS FOR THE CEO WITH SOME EXCEPTIONS. THE CEO DETERMINES THE PERFORMANCE GOALS AND MONITORS RESULTS. THE SAME SURVEY AS DESCRIBED ABOVE IS USED TO ASSIST IN DETERMINING COMPENSATION. THE CEO DISCLOSES ANNUALLY TO THE EXECUTIVE COMMITTEE THE COMPENSATION DECISIONS AND REASONS FOR THOSE DECISIONS IN REGARDS TO OTHER OFFICERS. THE LAST REVIEW PROCESS WAS CONDUCTED IN 2020 AND IS DONE ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VII, SECTION A AND FORM 990, PART V, LINE 2:	THE ORGANIZATION IS REPORTING 0 W-2S FILED IN FORM 990, PART V, LINE 2 BECAUSE ALL FORMS W-2 ARE FILED BY WESLEYLIFE, A RELATED ORGANIZATION, AS THE COMMON PAYMASTER. HOWEVER, THE ORGANIZATION IS REPORTING COMPENSATION IN FORM 990, PART VII, SECTION A FOR EACH EMPLOYEE BECUASE EACH EMPLOYEE SPLITS THEIR TIME AND SERVICES BETWEEN THE RELATED ORGANIZATIONS, SO A PORTION OF THEIR COMPENSATION IS ATTRIBUTABLE TO THE FILING ORGANIZATION.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF INTEREST RATE SWAPS 1,556,849. CHANGE IN VALUE OF PERPETUAL TRUST 114,150.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
EDGEWATER A WESLEY ACTIVE LIVE COMMUNITY LLC
5508 NW 88TH ST	JOHNSTON	IA	50131	260358303	LONG TERM CARE	IA	$19,093,939	$97,694,338	WESLEY RETIREMENT SERVICES INC
HEARTHSTONE A MINISTRY OF WESLEYLIFE LLC
413 JEFFERSON ST	PELLA	IA	50219	270992962	LONG TERM CARE	IA	$12,439,224	$24,282,306	WESLEY RETIREMENT SERVICES INC
BRIO OF JOHNSTON LLC
6901 PECKHAM STREET	JOHNSTON	IA	50131	814615602	LONG TERM CARE	IA	$8,206,249	$32,719,995	WESLEY RETIREMENT SERVICES INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
WESLEY COMMUNITY SERVICES INC
5508 NW 88TH STREET	JOHNSTON	IA	50131	203970256	HOME HEALTH CARE	IA	501(C)(3)	LINE 10	WESLEYLIFE	0
WESLEYLIFE
5508 NW 88TH STREET	JOHNSTON	IA	50131	300577845	SUPPORT WESLEY RETIREMENT SERVICES	IA	501(C)(3)	LINE 12C, III-FI		0	N/A

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	WELLSPIRE LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5508 NW 88TH STREET	AddressLine1Txt
City	JOHNSTON	CityNm
State Abbreviation	IA	StateAbbreviationCd
ZIP	50131	ZIPCd

Field	Value	IRS element (for citing)
EIN	833724025	EIN
Primary Activities	SENIOR HOUSING DEVELOPMENT	PrimaryActivitiesTxt
Legal Domicile State	IA	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Disproportionate Allocations	0	DisproportionateAllocationsInd
General Or Managing Partner	0	GeneralOrManagingPartnerInd

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	Yes (1)	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	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	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