GRANDVIEW CARE INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GRANDVIEW CARE INC (EIN 35-2106817)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-07
- IRS object ID
- 201822509349301167
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-07T15:43:24-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271235638 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCM CPAS & ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 NORTH SHORE DRIVE 500 | AddressLine1Txt |
| City | JEFFERSONVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 471303104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352106817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANDVIEW CARE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAN | BusinessNameControlTxt |
| Phone | 5023151703 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515-B ORMSBY STATION COURT | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAM T BICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5023151703 | PhoneNum |
| Signature | 2018-09-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA L PHILLIPS CPA | PreparerPersonNm |
| PTIN | P00024055 | PTIN |
| Phone | 8126703400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.135.99.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-05 | IPDt |
| IP Tm | 11:04:30 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 15432611D5DD54060F5466F7EE0E19417DF2E776 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 492ADE18AB4E64FC62BFE44470F590DA1316DBD4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAM T BICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515-B ORMSBY STATION COURT | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,990,298 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE AFFORDABLE INDEPENDENT HOUSING, ASSISTED LIVING HOUSING AND SERVICES TO ELDERLY, HANDICAPPED, DISABLED, LOW-INCOME AND NEEDY PERSONS, HOUSEHOLDS AND FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 669 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $59,260 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,734 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,777,812 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,971,017 | CYProgramServiceRevenueAmt |
| PY Investment Income | $562,278 | PYInvestmentIncomeAmt |
| CY Investment Income | -$359 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $30 | CYOtherRevenueAmt |
| PY Total Revenue | $17,399,350 | PYTotalRevenueAmt |
| CY Total Revenue | $22,984,422 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $38,483 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,050,162 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,050,949 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,922,211 | PYOtherExpensesAmt |
| CY Other Expenses | $13,486,836 | CYOtherExpensesAmt |
| PY Total Expenses | $18,975,373 | PYTotalExpensesAmt |
| CY Total Expenses | $25,576,268 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,576,023 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,591,846 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $77,779,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,441,686 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $58,160,617 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,772,226 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,618,556 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,669,460 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE AFFORDABLE INDEPENDENT HOUSING, ASSISTED LIVING HOUSING AND SERVICES TO ELDERLY, HANDICAPPED, DISABLED, LOW-INCOME AND NEEDY PERSONS, HOUSEHOLDS AND FAMILIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,685,067 | ExpenseAmt |
| Grant | $38,483 | GrantAmt |
| Revenue | $22,380,896 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDES ASSISTED SENIOR LIVING AND SERVICES TO ELDERLY, HANDICAPPED, AND DISABLED INDIVIDUALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $434,921 | ExpenseAmt |
| Revenue | $590,121 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDES AFFORDABLE INDEPENDENT HOUSING TO ELDERLY, HANDICAPPED, DISABLED, LOW-INCOME AND NEEDY PERSONS, HOUSEHOLDS AND FAMILIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $25,119,988 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 112 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 669 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY ANN MEANEY ACCOUNTING MANAGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5023151703 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515-B ORMSBY STATION COURT | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40223 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| HERBERT J SCHULTE | |||||||
| CHAIRMAN/SECRETARY | 5.00 | Yes (X) | Yes (X) | $500 | $0 | $0 | |
| JAMES L HOWARD | |||||||
| DIRECTOR/VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $500 | $0 | $0 | |
| NEIL RAMSEY | |||||||
| DIRECTOR/TREASURER | 5.00 | Yes (X) | Yes (X) | $500 | $0 | $0 | |
| BL HEITKEMPER | |||||||
| DIRECTOR | 5.00 | Yes (X) | $500 | $0 | $0 | ||
| SAMUEL T BICK | |||||||
| PRESIDENT | 40.00 | Yes (X) | $150,000 | $0 | $2,008 | ||
| MARY A RUCKER | |||||||
| DIRECTOR OF COMMUNITY RELA | 40.00 | $187,362 | $0 | $7,667 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $339,362 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,675 | 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 |
|---|---|---|---|---|---|
| LIFE CARE SERVICES LLC | |||||
| CAPITAL SQUARE400 LOCUST ST | DES MOINES | IA | 50309 | PROPERTY MANAGEMENT | $2,176,115 |
| MAGNOLIA SPRINGS LLC | |||||
| 1515 ORMSBY STATION CT | LOUISVILLE | KY | 40223 | MANAGMENT FEES | $290,975 |
| KELLEY CONSTRUCTION INC | |||||
| 12550 LAKE STATION PLACE | LOUISVILLE | KY | 40299 | CONSTRUCTION CONTRACTOR FEE | $192,653 |
| NOR-COM INC | |||||
| 2126 PETERSBURG RD | HEBRON | KY | 41048 | INFORMATION TECHNOLOGY SERVICES | $130,343 |
| ORCHARD DIGITAL MARKETING | |||||
| 1128 MAIN STREET | CINCINNATI | OH | 45202 | MARKETING SERVICES | $125,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $13,734 | AllOtherContributionsAmt |
| Total Contributions | $13,734 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ASSISTED SENIOR LIVING | 623000 | $22,380,896 | $22,380,896 |
| INDEPENDENT LIVING | 532000 | $545,117 | $545,117 |
| DEVELOPMENT & MANAGEME | 531390 | $45,004 | $45,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,971,017 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $517 | TotalRevenueColumnAmt |
| Exclusion | $517 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,876 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$876 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$876 | TotalRevenueColumnAmt |
| Exclusion | -$876 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 999999 | BusinessCd |
| Total Revenue Column | $30 | TotalRevenueColumnAmt |
| Exclusion | $30 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,984,422 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,971,017 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$329 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,910 | TotalAmt |
| Program Services | $10,910 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,573 | TotalAmt |
| Program Services | $27,573 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,008 | TotalAmt |
| Management And General | $152,008 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,198,593 | TotalAmt |
| Program Services | $10,103,822 | ProgramServicesAmt |
| Management And General | $94,771 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,052 | TotalAmt |
| Program Services | $21,677 | ProgramServicesAmt |
| Management And General | $375 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $725,264 | TotalAmt |
| Program Services | $715,128 | ProgramServicesAmt |
| Management And General | $10,136 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $953,032 | TotalAmt |
| Program Services | $937,050 | ProgramServicesAmt |
| Management And General | $15,982 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,434,870 | TotalAmt |
| Program Services | $1,434,870 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,985 | TotalAmt |
| Program Services | $6,845 | ProgramServicesAmt |
| Management And General | $5,140 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,830 | TotalAmt |
| Management And General | $31,830 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,948 | TotalAmt |
| Management And General | $34,948 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,953 | TotalAmt |
| Program Services | $10,467 | ProgramServicesAmt |
| Management And General | $13,486 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,222 | TotalAmt |
| Program Services | $297,727 | ProgramServicesAmt |
| Management And General | $495 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,211 | TotalAmt |
| Program Services | $117,610 | ProgramServicesAmt |
| Management And General | $3,601 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,661 | TotalAmt |
| Program Services | $231,365 | ProgramServicesAmt |
| Management And General | $12,296 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,082,812 | TotalAmt |
| Program Services | $2,045,793 | ProgramServicesAmt |
| Management And General | $37,019 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,176 | TotalAmt |
| Program Services | $65,176 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,386,994 | TotalAmt |
| Program Services | $2,364,308 | ProgramServicesAmt |
| Management And General | $22,686 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,432 | TotalAmt |
| Program Services | $489,432 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,926,551 | TotalAmt |
| Program Services | $2,923,017 | ProgramServicesAmt |
| Management And General | $3,534 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,485 | TotalAmt |
| Program Services | $316,441 | ProgramServicesAmt |
| Management And General | $1,044 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD & NUTRITION | $1,910,332 | $1,910,332 | |
| MISCELLANEOUS | $864,300 | $847,371 | $16,929 |
| RESIDENT ACTIVITY | $167,996 | $167,996 | |
| MEMORY CARE | $60,067 | $60,067 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,011 | TotalAmt |
| Program Services | $15,011 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,576,268 | TotalAmt |
| Program Services | $25,119,988 | ProgramServicesAmt |
| Management And General | $456,280 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,377 | BOYAmt |
| EOY | $392,665 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,170,191 | BOYAmt |
| EOY | $629,408 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,034,145 | BOYAmt |
| EOY | $833,003 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,591 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,643 | BOYAmt |
| EOY | $220,187 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,243,529 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,138,214 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,836,102 | BOYAmt |
| EOY | $79,105,315 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,160,344 | BOYAmt |
| EOY | $936,965 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,321 | BOYAmt |
| EOY | $320,688 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50 | BOYAmt |
| EOY | $1,864 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,779,173 | BOYAmt |
| EOY | $82,441,686 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,611,838 | BOYAmt |
| EOY | $2,439,365 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,271 | BOYAmt |
| EOY | $349,652 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,577,697 | BOYAmt |
| EOY | $61,650,010 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,811 | BOYAmt |
| EOY | $333,199 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,160,617 | BOYAmt |
| EOY | $64,772,226 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,551,013 | BOYAmt |
| EOY | $17,621,985 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,543 | BOYAmt |
| EOY | $47,475 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,618,556 | BOYAmt |
| EOY | $17,669,460 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,779,173 | BOYAmt |
| EOY | $82,441,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,591,846 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $215,610 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$18 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $427,158 | 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 | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $59,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,734 | CurrentTaxYearAmt |
| Total | $137,994 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,283,690 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,565,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,809,252 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,777,812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,971,017 | CurrentTaxYearAmt |
| Total | $71,407,069 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,333,690 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,580,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,809,252 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,837,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,984,751 | CurrentTaxYearAmt |
| Total | $71,545,063 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $71,545,063 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,172 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $562,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $517 | CurrentTaxYearAmt |
| Total | $567,191 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,172 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $562,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $517 | CurrentTaxYearAmt |
| Total | $567,191 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $30 | CurrentTaxYearAmt |
| Total | $99,954 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,380,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,636,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,810,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,399,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,985,298 | CurrentTaxYearAmt |
| Total | $72,212,208 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99080 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98770 | PublicSupportPY509Pct |
| Investment Income CY | 0.00790 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00990 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,054,848 | OtherCostOrOtherBasisAmt |
| Book Value | $8,054,848 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,542,645 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,621,378 | DepreciationAmt |
| Book Value | $63,921,267 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,224,806 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,281,857 | DepreciationAmt |
| Book Value | $4,942,949 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,421,230 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,234,979 | DepreciationAmt |
| Book Value | $2,186,251 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $79,105,315 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| TENANT SECURITY DEPOSITS | $24,427 |
| PET DEPOSITS | $1,887 |
| FAIR VALUE OF SWAP | $241,002 |
| LEASE OBLIGATION | $65,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $333,199 | 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 | INCOME TAXES: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FAMILY AND CAREER SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2821 KLEMPNER WAY | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 610444704 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $10,910 | CashGrantAmt |
| Purpose Of Grant | FUNDING FOR INDIVIDUAL DEVELOPMENT ACCOUNT THROUGH THE IMPACT LIFE FUND SAVINGS PROGRAM, A MATCHED SAVINGS ACCOUNT THAT HELPS LOW AND MODERATE INCOME WORKERS SAVE MONEY IN ORDER TO BUILD ASSETS. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| DISCOUNTED RENT | 1 | $5,000 |
| EMPLOYEE ASSISTANCE PROGRAM | 32 | $22,573 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AN INDIVIDUAL DEVELOPMENT ACCOUNT IS A CUSTODIAL ACCOUNT HELD BY THE EMPLOYEE AND THE TRUSTEE, JEWISH FAMILY & CAREER SERVICES, INC. PARTICIPANTS MUST COMPLETE THE IMPACT LIFE PROGRAM BEFORE, WHICH INCLUDES TRAINING AND GUIDANCE TO ASSIST PARTICIPANTS ACHIEVE FINANCIAL STABILITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAMUEL T BICK | ||||||||||||||
| PRESIDENT | $150,000 | $0 | $0 | $0 | $0 | $0 | $1,500 | $0 | $508 | $0 | $152,008 | $0 | $0 | $0 |
| MARY A RUCKER | ||||||||||||||
| DIRECTOR OF COMMUNITY RELA | $107,583 | $0 | $79,779 | $0 | $0 | $0 | $1,337 | $0 | $6,330 | $0 | $195,029 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | A PORTION OF MARY RUCKER'S COMPENSATION IS BASED ON NEW RESIDENT ADMISSION ACTIVITY, PURSUANT TO A WRITTEN AGREEMENT. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MAGNOLIA SPRINGS LLC | |||
| ENTITY OWNED BY CONFICARE RE, LLC IN WHICH NEIL RAMSEY IS A PART OWNER. | $290,975 | ASSET MANAGEMENT FEES | 0 |
| RQSI INC | |||
| ENTITY PART OWNED BY NEIL RAMSEY, DIRECTOR | $34,948 | INVESTMENT MANAGEMENT FEES | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE COMPLETED AND SIGNED FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BY FAX, EMAIL, OR BY OTHER MEANS FOR REVIEW AND COMMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL DISCLOSURE FORMS ARE REVIEWED BY THE CORPORATION'S COMPLIANCE OFFICER. ALL POTENTIAL CONFLICTS OF INTEREST ARE BROUGHT BEFORE THE BOARD OF DIRECTORS FOR DISCUSSION AND DELIBERATION. RESOLUTIONS ARE ISSUED BY THE BOARD OF DIRECTORS WHICH OUTLINES MANAGEMENT STRATEGIES AND CONTROLS TO EFFECTIVELY MONITOR AND MANAGE SUCH POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CORPORATION'S COMPENSATION POLICY AND PROCEDURES REQUIRES THE APPROVAL OF THE BOARD OF DIRECTORS FOR ALL COMPENSATION MATTERS RELATED TO OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO EARN MORE THAN $70,000 IN ANNUAL COMPENSATION. THE BOARD OF DIRECTORS REGULARLY UTILIZES ONLINE NONPROFIT COMPENSATION REPORTS FOR ESTABLISHING COMPENSATION LEVELS FOR KEY EMPLOYEES INCLUDING, BUT NOT LIMITED TO, GUIDESTAR.ORG AND CHARITYNAVIGATOR.ORG. ALL COMPENSATION MATTERS RELATED TO EMPLOYEES EARNING LESS THAN $70,000 IN ANNUAL COMPENSATION ARE MADE BY THE AUTHORITY GRANTED TO THE PRESIDENT OF THE CORPORATION BY THE BOARD OF DIRECTORS. THERE WERE NO MATERIAL CHANGES TO COMPENSATION DURING THE CURRENT YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS BUSINESS LOCATION IN LOUISVILLE, KY. |
| FORM 990, PART XI, LINE 9: | NET CHANGE IN FV OF SWAP 427,158. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLOW MANOR APARTMENTS LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515-B ORMSBY STATION COURT | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352183978 | EIN |
| Primary Activities | SECTION 42 HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLOW MANOR INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515-B ORMSBY STATION COURT | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383660179 | EIN |
| Primary Activities | LOW INCOME HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANDVIEW CARE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$99,272 | ShareOfTotalIncomeAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLOW MANOR INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $489,432 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |