WELLSPIRE LLC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WELLSPIRE LLC (EIN 83-3724025)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-15
- IRS object ID
- 202503199349302785
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-15T14:12:10-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833724025 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLSPIRE LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WELL | BusinessNameControlTxt |
| Phone | 5159782777 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG FLANAGAN | PersonNm |
| Person Title | VICE CHAIR | PersonTitleTxt |
| Phone | 5159782777 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN NEIL | PreparerPersonNm |
| PTIN | P01817922 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KRISTY VANDERWIEL | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $31,573,384 | 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 | 2019 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | GUIDED BY CHRISTIAN COMPASSION, WELLSPIRE SUPPORTS THE INDEPENDENCE, HEALTH, AND WELL-BEING OF OLDER ADULTS WHEREVER THEY CALL HOME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 665 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $82,938 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,905,570 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,220,158 | CYProgramServiceRevenueAmt |
| PY Investment Income | $692,529 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,163,521 | CYInvestmentIncomeAmt |
| PY Other Revenue | $499,546 | PYOtherRevenueAmt |
| CY Other Revenue | $106,767 | CYOtherRevenueAmt |
| PY Total Revenue | $28,097,645 | PYTotalRevenueAmt |
| CY Total Revenue | $31,573,384 | 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 | $16,615,144 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,746,026 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,014,978 | PYOtherExpensesAmt |
| CY Other Expenses | $15,701,881 | CYOtherExpensesAmt |
| PY Total Expenses | $32,630,122 | PYTotalExpensesAmt |
| CY Total Expenses | $32,447,907 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,532,477 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$874,523 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $88,803,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,508,255 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $78,405,128 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $71,824,135 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,397,933 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,684,120 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | GUIDED BY CHRISTIAN COMPASSION, WELLSPIRE SUPPORTS THE INDEPENDENCE, HEALTH, AND WELL-BEING OF OLDER ADULTS WHEREVER THEY CALL HOME. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,146,721 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $30,220,158 | RevenueAmt |
| Desc | THE PARTNERSHIP OF WESLEYLIFE AND GENESIS HEALTH SYSTEM, BOTH NON-PROFIT ORGANIZATIONS AND MARKET LEADERS, STRENGTHENS A COMMON MISSION TO PAVE THE WAY FOR OLDER ADULTS IN THE QUAD CITIES OF IOWA AND ILLINOIS TO LEAD HEALTHY, FULFILLING LIVES THAT FOCUS ON HEALTH AND WELL-BEING. THE NAME "WELLSPIRE" WAS DERIVED FROM THE COMBINATION OF "WELL AND "INSPIRE, AND THE SELECTION OF THE TWO WORDS WAS DELIBERATE IN TERMS OF THE GOALS OF THE ORGANIZATION, FORMED IN 2019.WESLEYLIFE BROUGHT THREE-QUARTERS OF A CENTURY OF EXPERTISE SERVING OLDER ADULTS TO GENESIS HEALTH SYSTEM'S EXISTING SENIOR LIVING PORTFOLIO, CREATING AN OPPORTUNITY FOR THE JOINED ORGANIZATIONS TO SERVE OLDER-ADULT MARKETS IN BOTH STATES THROUGH A COMPREHENSIVE HEALTH AND WELL-BEING NETWORK. SINCE THE PARTNERSHIP'S INCEPTION, WELLSPIRE HAS:- DEVELOPED THE SUMMIT OF BETTENDORF, THE MARKET'S LARGEST CONTINUING-CARE COMMUNITY - REDEVELOPED WESTWING PLACE IN DEWITT, IOWA, AS FIELDSTONE OF DEWITT, A CAMPUS OFFERING VARIOUS LEVELS OF LIVING INCLUDING, FOR THE FIRST TIME LOCALLY, CCDI MEMORY CARE- BROUGHT THE CONCEPT OF PERSON-DIRECTED LIVING TO ALL OTHER COMMUNITIES FORMERLY UNDER THE AUSPICES OF GENESIS HEALTH SYSTEM, INCLUDING ILLINI RESTORATIVE CARE IN SILVIS, ILLINOIS WELLSPIRE COMMUNITIES OFFER THE FOLLOWING LEVELS OF LIVING:- LONG-TERM HEALTHCARE: COMPASSIONATE, ENRICHING 24/7 CARE FOR INDIVIDUALS WITH ACUTE AS WELL AS CHRONIC HEALTH CONDITIONS- MEMORY CARE, INCLUDING CCDI CARE: THE ONLY CCDI MEMORY-CARE OFFERING IN THE CLINTON COUNTY MARKET, AND ONE OF THE FEW IN SCOTT COUNTY- SHORT-TERM REHABILITATION: REHABILITATIVE CARE FOR INDIVIDUALS IN THE GREATER COMMUNITY AS WELL AS ON OUR CAMPUSES. INCLUDES PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY. - SHELTERED CARE: CARE FOR INDIVIDUALS WHO NEED ASSISTANCE NOT COMMENSURATE WITH SKILLED CARE, BUT ARE NOT ABLE TO LIVE ENTIRELY INDEPENDENTLY- ASSISTED LIVING: CARE AND SERVICES FOR PEOPLE WHO WISH TO LIVE AS INDEPENDENTLY AS POSSIBLE, WITH ASSISTANCE AS NEEDED AND DESIRED- INDEPENDENT LIVING: INTENDED FOR RESIDENTS WHO DESIRE AND ARE ABLE TO LIVE FULLY INDEPENDENTLY, INDEPENDENT LIVING OFFERS AN ATTRACTIVE, SAFE LIVING ENVIRONMENT FREE FROM THE MAINTENANCE REQUIREMENTS OF HOMEOWNERSHIP, WITH PLENTIFUL SOCIAL AMENITIES DESIGNED TO ENHANCE CONNECTIONS AND PREVENT ISOLATIONCOLLECTIVELY, OUR COMMUNITIES OFFER 180 HEALTH-CENTER BEDS THAT ARE DUALLY LICENSED FOR MEDICARE AND MEDICAID. THIRTY TO 35 PERCENT OF THE BEDS ARE UTILIZED FOR LONG-TERM HEALTHCARE WITH MEDICAID AS THE PRIMARY PAYER SOURCE, WITH AN ADDITIONAL 40 MEDICARE/MANAGED CARE BEDS FOR SHORT-TERM REHABILITATION. OUR LEVEL-OF-LIVING BREAKDOWN BY COMMUNITY IS:- SUMMIT: 105 IL, 16 ALMC, 17 AL, 40 LONG-TERM CARE - FIELDSTONE: 21 AL, 16 CCDI, 54 DUALLY LICENSED LONG-TERM CARE/SHORT-TERM REHABILITATION- ILLINI RESTORATIVE CARE: CURRENTLY AT 102 LICENSED BEDS AND 18 SHELTERED CARE. WELLSPIRE LLC SOLD THE ILLINI RESTORATIVE CARE ON 12/1/2024 SO SERVICES ENDED ON 12/1/2024 FOR THAT FACILITY. OUR COMMUNITIES BENEFIT THE GREATER COMMUNITIES IN WHICH THEY ARE LOCATED IN THE FOLLOWING WAYS:- OFFER SPACE FOR CIVIC, CHURCH, AND PHILANTHROPIC GROUPS, SUCH AS KNIGHTS OF COLUMBUS, BOARDS OF DIRECTORS OF LOCAL BUSINESSES, THE RED HAT SOCIETY, AUDUBON SOCIETY, BOOK CLUBS, BIBLE/RELIGIOUS-STUDY GROUPS, AND GARDEN CLUBS- PROVIDE SOCIAL ACTIVITIES TO WHICH MEMBERS OF THE GREATER COMMUNITY ARE INVITED AND INCLUDED, SUCH AS NEIGHBORHOOD HALLOWEEN/TRICK-OR-TREAT PARTIES, CHRISTMAS/HOLIDAY GATHERINGS, CONCERTS, ART EXHIBITS, FARMERS' MARKETS, GATHERINGS TO CELEBRATE LOCAL EVENTS, HUMANE SOCIETY ADOPTION EVENTS, DIETARY/NUTRITION EDUCATIONAL EVENTS, REAL-ESTATE EDUCATION EVENTS, AND MORE.- PROVIDE SAFE SPACES TO ENHANCE PHYSICAL WELL-BEING, SUCH AS FITNESS CENTERS, OUTDOOR WALKING TRAILS, ETC. OUR WELLAHEAD PROGRAM WELCOMES NON-RESIDENTS TO OUR FITNESS PAVILIONS WITH THE HOPE OF HELPING THEM LIVE HEALTHIER LIVES. - PROVIDE SUPPORT GROUPS FOR CHALLENGES SUCH AS ALZHEIMER'S AND PARKINSON'S DISEASES OPEN TO RESIDENTS / CAREGIVERS IN THE GREATER COMMUNITY AS WELL AS ON OUR CAMPUSES- CLIENTS AND PARTICIPANTS OF WELLSPIRE LLC SERVICES RECEIVED 1,529,682 IN CHARITABLE ASSISTANCE TO SUPPORT THEIR HEALTH AND WELL BEING THROUGH SERVICES PROVIDED BY WELLSPIRE.ABOUT WESLEYLIFEWESLEYLIFE HAS SERVED THE OLDER-ADULT MARKET FOR MORE THAN 76 YEARS, OWNING AND OPERATING 12 COMMUNITIES FOR PEOPLE 55 AND OLDER AND CREATING EXPERIENCES FOR THOUSANDS OF ADDITIONAL OLDER ADULTS THROUGH A ROBUST NETWORK OF HOME AND COMMUNITY-BASED OFFERINGS. THE ORGANIZATION, HEADQUARTERED IN JOHNSTON, IOWA, ALSO PROVIDES HOME HEALTH CARE AND SERVICES, ADULT DAY SERVICES, NUTRITION, AND HOSPICE CARE. THE ORGANIZATION ALSO OFFERS PUBLIC HEALTH NURSING AND SUPPORT SERVICES TO INDIVIDUALS WHO LIVE IN THEIR OWN HOMES AND ARE UNDERINSURED OR UNINSURED. ABOUT GENESIS HEALTH SYSTEMTHE DAVENPORT, IOWA-BASED GENESIS HEALTH SYSTEM SERVES A 17-COUNTY, BI-STATE REGION OF THE QUAD CITIES METROPOLITAN AREA AND THE SURROUNDING COMMUNITIES OF IOWA AND ILLINOIS. ALONG WITH ITS AFFILIATES, THE ORGANIZATION OFFERS A FULL CONTINUUM OF CARE, INCLUDING PREVENTIVE, PRIMARY, ACUTE AND TERTIARY HOSPITAL CARE; HOME HEALTH AND SENIOR LIVING; HOSPICE CARE; AND REHABILITATION. | Desc |
| Total Program Service Expenses | $27,146,721 | 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 | 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 | 0 | 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 | 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 | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 665 | 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 | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG FLANAGAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152716559 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5508 NW 88TH ST | AddressLine1Txt |
| City | JOHNSTON | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50131 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KRISTY VANDERWIEL | ||||||||
| CHAIR | 5.00 | 35.00 | Yes (X) | Yes (X) | $0 | $236,840 | $18,269 | |
| CRAIG FLANAGAN | ||||||||
| VICE CHAIR | 6.00 | 34.00 | Yes (X) | Yes (X) | $0 | $344,061 | $30,002 | |
| JOSEPH MALAS | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JORDAN VOIGT | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB KRETZINGER | ||||||||
| DIRECTOR | 6.00 | 34.00 | Yes (X) | $0 | $898,562 | $61,972 | ||
| CHELSEY KILLEAN - FIELDSTONE | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | $130,078 | $0 | $34,798 | Yes (X) | ||
| JENNIFER DUNK - ILLINI RESTORATIVE | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | $104,384 | $0 | $29,993 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $234,462 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,479,463 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $175,034 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 |
|---|---|---|---|---|---|
| SHIFTKEY | |||||
| PO BOX 735913 | DALLAS | TX | 75373 | NURSING POOL | $636,546 |
| SELECT REHABILITATION INC | |||||
| PO BOX 71985 | CHICAGO | IL | 60694 | MEDICAL SERVICES | $619,741 |
| CLIPBOARD HEALTH | |||||
| PO BOX 103125 | PASSDENA | CA | 91189 | NURSING POOL | $597,820 |
| AEGIS THERAPIES INC | |||||
| 4933 OLD GREENWOOD ROAD | FORT SMITH | AR | 72903 | MEDICAL SERVICES | $374,991 |
| GRAPE TREE MEDICAL STAFFING | |||||
| PO BOX 5340 | SIOUX FALLS | SD | 57117 | NURSING POOL | $326,356 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $82,938 | AllOtherContributionsAmt |
| Total Contributions | $82,938 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HEALTHCARE SERVICES | 623000 | $29,675,440 | $29,675,440 |
| HOUSING & ASSISTED LIV | 623000 | $544,718 | $544,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,220,158 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125,533 | TotalRevenueColumnAmt |
| Exclusion | $125,533 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,024 | SecuritiesAmt |
| Other | $1,007,964 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,024 | SecuritiesAmt |
| Other | $1,007,964 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,037,988 | TotalRevenueColumnAmt |
| Exclusion | $1,037,988 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $106,767 | TotalRevenueColumnAmt |
| Exclusion | $106,767 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $106,767 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,573,384 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,220,158 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,270,288 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,654,697 | TotalAmt |
| Program Services | $13,176,953 | ProgramServicesAmt |
| Management And General | $1,477,744 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,411 | TotalAmt |
| Program Services | $94,661 | ProgramServicesAmt |
| Management And General | $23,750 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $901,880 | TotalAmt |
| Program Services | $201,991 | ProgramServicesAmt |
| Management And General | $699,889 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,071,038 | TotalAmt |
| Program Services | $942,991 | ProgramServicesAmt |
| Management And General | $128,047 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,126,322 | TotalAmt |
| Management And General | $2,126,322 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,291 | TotalAmt |
| Management And General | $50,291 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,131 | TotalAmt |
| Management And General | $1,131 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,690,005 | TotalAmt |
| Program Services | $2,612,060 | ProgramServicesAmt |
| Management And General | $77,945 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,266 | TotalAmt |
| Program Services | $11,951 | ProgramServicesAmt |
| Management And General | $163,315 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,435 | TotalAmt |
| Program Services | $64,573 | ProgramServicesAmt |
| Management And General | $112,862 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,845 | TotalAmt |
| Program Services | $352,247 | ProgramServicesAmt |
| Management And General | $99,598 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,865 | TotalAmt |
| Program Services | $901,494 | ProgramServicesAmt |
| Management And General | $17,371 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,854 | TotalAmt |
| Program Services | $65,294 | ProgramServicesAmt |
| Management And General | $29,560 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260 | TotalAmt |
| Management And General | $260 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,155,540 | TotalAmt |
| Program Services | $2,155,227 | ProgramServicesAmt |
| Management And General | $313 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,864,814 | TotalAmt |
| Program Services | $2,864,814 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,342 | TotalAmt |
| Program Services | $667,342 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD & DINING EXPENSES | $1,749,292 | $1,749,292 | |
| MEDICAL SUPPLIES | $769,154 | $769,154 | |
| SUPPLIES, EQUIPMENT, & | $451,799 | $403,294 | $48,505 |
| EMPLOYEE RECRUITMENT & | $214,288 | $5,400 | $208,888 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,378 | TotalAmt |
| Program Services | $107,983 | ProgramServicesAmt |
| Management And General | $35,395 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,447,907 | TotalAmt |
| Program Services | $27,146,721 | ProgramServicesAmt |
| Management And General | $5,301,186 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,891,861 | BOYAmt |
| EOY | $1,964,443 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,914,384 | BOYAmt |
| EOY | $1,961,939 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $752,116 | BOYAmt |
| EOY | $194,093 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,004,394 | BOYAmt |
| EOY | $2,559,990 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,303 | BOYAmt |
| EOY | $62,485 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,742 | BOYAmt |
| EOY | $90,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $79,898,711 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,044,938 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,292,437 | BOYAmt |
| EOY | $71,853,773 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,632,021 | BOYAmt |
| EOY | $2,753,656 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,578 | BOYAmt |
| EOY | $41,723 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,225 | BOYAmt |
| EOY | $26,144 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,803,061 | BOYAmt |
| EOY | $81,508,255 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,200,668 | BOYAmt |
| EOY | $3,429,105 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,515,500 | BOYAmt |
| EOY | $8,327,203 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,774,280 | BOYAmt |
| EOY | $54,646,836 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,914,680 | BOYAmt |
| EOY | $5,420,991 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,405,128 | BOYAmt |
| EOY | $71,824,135 | 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 | $10,146,286 | BOYAmt |
| EOY | $9,349,535 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,647 | BOYAmt |
| EOY | $334,585 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,397,933 | BOYAmt |
| EOY | $9,684,120 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,803,061 | BOYAmt |
| EOY | $81,508,255 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$874,523 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $160,710 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Minus2 Years | $1,143,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $82,938 | CurrentTaxYearAmt |
| Total | $1,226,450 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $19,983,341 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,905,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,809,905 | CurrentTaxYearAmt |
| Total | $76,698,816 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $21,126,853 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,905,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,892,843 | CurrentTaxYearAmt |
| Total | $77,925,266 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,077 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,077 | 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) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,077 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,077 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $77,924,189 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $121,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $147,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,402 | CurrentTaxYearAmt |
| Total | $393,285 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $121,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $147,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,402 | CurrentTaxYearAmt |
| Total | $393,285 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $499,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $517,020 | CurrentTaxYearAmt |
| Total | $1,016,566 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $21,248,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,552,509 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,534,265 | CurrentTaxYearAmt |
| Total | $79,335,117 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
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 | MISCELLANEOUS INCOME - 2023 AMOUNT: $ 499,546. 2024 AMOUNT: $ 517,020. | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $488,881 | BeginningYearBalanceAmt |
| End Year Balance | $488,881 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $365,473 | BeginningYearBalanceAmt |
| Contributions | $124,520 | ContributionsAmt |
| Other Expenditures | $1,112 | OtherExpendituresAmt |
| End Year Balance | $488,881 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $365,473 | ContributionsAmt |
| End Year Balance | $365,473 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $1,765,588 | OtherCostOrOtherBasisAmt |
| Book Value | $1,765,588 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,361,938 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,401,967 | DepreciationAmt |
| Book Value | $65,959,971 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,140,718 | OtherCostOrOtherBasisAmt |
| Depreciation | $252,407 | DepreciationAmt |
| Book Value | $888,311 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,510,459 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,336,927 | DepreciationAmt |
| Book Value | $3,173,532 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $120,008 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,637 | DepreciationAmt |
| Book Value | $66,371 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $71,853,773 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLES | $5,394,847 |
| LEASE LIABILITY | $26,144 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,420,991 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE CORPORATION IS 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, WCS, AND WELLSPIRE 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| 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 (4 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 | ||||||||||||||
| DIRECTOR | $0 | $685,576 | $0 | $189,986 | $0 | $23,000 | $0 | $30,500 | $0 | $31,472 | $0 | $960,534 | $0 | $0 |
| CRAIG FLANAGAN | ||||||||||||||
| VICE CHAIR | $0 | $332,776 | $0 | $100 | $0 | $11,185 | $0 | $19,500 | $0 | $10,502 | $0 | $374,063 | $0 | $0 |
| KRISTY VANDERWIEL | ||||||||||||||
| CHAIR | $0 | $228,165 | $0 | $0 | $0 | $8,675 | $0 | $8,500 | $0 | $9,769 | $0 | $255,109 | $0 | $0 |
| CHELSEY KILLEAN - FIELDSTONE | ||||||||||||||
| EXECUTIVE DIRECTOR | $127,728 | $0 | $150 | $0 | $2,200 | $0 | $3,902 | $0 | $30,896 | $0 | $164,876 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | ROB KRETZINGER, DIRECTOR AND CRAIG FLANAGAN, VICE CHAIR EACH RECEIVED $3,600 FOR SOCIAL CLUB DUES; THIS BENEFIT WAS INCLUDED IN HIS TAXABLE W-2 COMPENSATION. |
| PART I, LINE 3 | SEE SCHEDULE O FOR THE NARRATIVE RELATED TO FORM 990, PART VI, LINE 15 FOR FURTHER INFORMATION. |
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 |
|---|---|---|---|---|---|---|---|---|
| CITY OF PRINCETON IOWA | ||||||||
| A | 420952299 | 000000000 | 2019-12-30 | $10,000,000 | ACQUIRE AND RENOVATE FACILITIES | 0 | 0 | 0 |
| CITY OF LECLAIRE IOWA | ||||||||
| B | 426006431 | 000000000 | 2019-12-30 | $10,000,000 | ACQUIRE AND RENOVATE FACILITIES | 0 | 0 | 0 |
| CITY OF RIVERDALE IOWA | ||||||||
| C | 421186528 | 000000000 | 2019-12-30 | $10,000,000 | ACQUIRE AND RENOVATE FACILITIES | 0 | 0 | 0 |
| CITY OF PRINCETON IOWA | ||||||||
| D | 420952299 | 000000000 | 2020-04-02 | $9,000,000 | ACQUIRE AND RENOVATE FACILITIES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $800,000 | $10,000,000 | $50,001 | $475,000 | $9,474,999 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
| B | $800,000 | $10,000,000 | $50,001 | $475,000 | $9,474,999 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
| C | $800,000 | $10,000,000 | $50,001 | $475,000 | $9,474,999 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
| D | $720,009 | $9,000,000 | $50,001 | $475,000 | $8,474,999 | 2021 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 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 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 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) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT COUNTY IOWA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 426004465 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2020-05-27 | BondIssuedDt |
| Issue Price | $3,000,000 | IssuePriceAmt |
| Purpose | ACQUIRE AND RENOVATE FACILITIES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $240,000 | RetiredAmt |
| Total Proceeds | $3,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $19,118 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $2,980,882 | CapitalExpendituresAmt |
| Substantial Completion | 2021 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | WESLEYLIFE IS THE MANAGEMENT COMPANY FOR WELLSPIRE LLC WHOM THE BOARD OF MANAGERS REPRESENTATIVES FROM WL ARE ALSO OFFICERS. |
| FORM 990, PART VI, SECTION A, LINE 6 | WELLSPIRE HAS TWO MEMBERS; WESLEYLIFE AND GENESIS HEALTH SYSTEM. |
| FORM 990, PART VI, SECTION A, LINE 7A | WESLEYLIFE AND GENESIS HEALTH SYSTEM ARE BOTH MEMBERS OF WELLSPIRE. WESLEYLIFE ELECTS 3 MEMBERS AND GENESIS HEALTH SYSTEM ELECTS 2 MEMBERS TO THE BOARD OF MANAGERS FOR A TOTAL OF 5 BOARD MANAGERS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO SUBCOMMITTEES OF THE BOARD OF MANAGERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF MANAGERS WILL REVIEW THE 990 IN ADVANCE OF FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CORPORATION COMMUNICATES THE CONFLICT OF INTEREST POLICY ANNUALLY TO THE BOARD OF MANAGERS AND REQUIRES BOARD MANAGERS 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 MANAGERS, A PERSON WHO HAS A CONFLICT OF INTEREST IS DEEMED AN INTERESTED MANAGER. THE INTERESTED MANAGER 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 MANAGER SHALL BE PERMITTED TO VOTE IN MATTERS IN WHICH HE/SHE HAS A CONFLICT OF INTEREST. WITH RESPECT TO EMPLOYEES, THE CHAIR 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 CHAIR 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 CHAIR DETERMINES THAT THE TRANSACTION IS FAIR AND IN THE BEST INTEREST OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION PARTICIPATES IN AN ANNUAL 3RD PARTY COMPENSATION STUDY. THE SURVEY DATABASE INCLUDES DATA FROM 103 MULTI-SITE ORGANIZATIONS REPRESENTING 1,502 EXECUTIVES. COMPENSATION DATA IS COLLECTED FOR 18 DIFFERENT EXECUTIVE POSITIONS. THE SURVEY DELIVERS WHAT IS VIEWED AS THE HIGHEST QUALITY OF BENCHMARK INFORMATION AND PROFESSIONAL SERVICES TO THE NON PROFIT, AGING SERVICES FIELD. THE REPORT FEATURES: - ANALYSIS OF EXECUTIVE COMPENSATION GOVERNANCE PROCESSES. - DETAILED FINANCIAL PROFILE OF ALL PARTICIPANTS, PRESENTED BY REVENUE, ASSETS, FTE'S, AND GEOGRAPHIC REGION. - COMPREHENSIVE ANALYSIS OF CASH COMPENSATION PRACTICES AND BENEFITS. - DATA SUMMARY TABLES WITH A FULL RANGE OF STATISTICAL ANALYSES DISPLAYING COMPENSATION BY DIFFERENT ORGANIZATIONAL SCOPE. - GEOGRAPHICAL ANALYSIS INCLUDING REGIONAL DIFFERENCES. - ANALYSIS AND REPORTING OF DEFERRED COMPENSATION PRACTICES. THE BOARD OF DIRECTORS SETS THE PRESIDENT/CEO COMPENSATION DESIGN ANNUALLY BASED ON PERFORMANCE, DEVELOPMENT, AND PEER GROUP WITHIN THE COMPENSATION STUDY. THERE IS A FORMALIZED COMPENSATION PHILOSOPHY THAT IS SET INTO POLICY THAT COVERS ALL EXECUTIVES AND OFFICERS OF THE ORGANIZATION. COMPENSATION IS DETERMINED ON THE CONSOLIDATED VIEW OF THE ORGANIZATION AND ALL RELATED ENTITIES, AND ALLOCATED BASED ON A TIME PERCENTAGE. THE PRESIDENT/CEO SETS COMPENSATION FOR ALL OTHER OFFICERS BASED ON PERFORMANCE, DEVELOPMENT, AND PEER GROUP WITHIN THE COMPENSATION STUDY. |
| 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 XII, LINE 2C | NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 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 | |
| WESLEY RETIREMENT SERVICES INC | |||||||||||
| 5508 NW 88TH STREET | JOHNSTON | IA | 50131 | 420680440 | LONG TERM CARE | IA | 501(C)(3) | LINE 10 | WESLEYLIFE | 0 | |
| WESLEYLIFE FOUNDATION | |||||||||||
| 5508 NW 88TH STREET | JOHNSTON | IA | 50131 | 882893273 | SUPPORT WESLEYLIFE | IA | 501(C)(3) | LINE 7 | WESLEYLIFE | 0 | |
| 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 | 0 | 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 | Yes (1) | 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 | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEYLIFE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $82,938 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |