2025-11-14T14:18:34-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-01-01 421316873 ONEOTA RIVERVIEW CARE FACILITY ONEO 5633829691 2479 RIVER ROAD DECORAH IA 52101 MELINDA HANSON BOARD PRESIDENT 5633829691 2025-11-12 1 1 KRISTEN DONLEVY P01670215 4144761880 2025-11-12 2024 2025-03-06 01:10:19Z WELLINGTON PLACE MELINDA HANSON 2479 RIVER ROAD DECORAH IA 52101 7552318 0 X HTTPS://WWW.WELLINGTONPLACEDECORAH.COM/ X 1988 IA OFFERING PEACE OF MIND FOR RESIDENTS AND THEIR FAMILIES THAT THEIR LOVED ONES CAN AGE IN PLACE. 7 7 137 7 0 0 0 0 6753981 7470163 29175 74225 0 7930 6783156 7552318 0 0 0 0 3200738 2970084 0 0 0 3151036 3774465 6351774 6744549 431382 807769 10325718 10944911 1298469 1238433 9027249 9706478 WELLINGTON PLACE IS A LICENSED CAMPUS PROVIDING SKILLED NURSING, NURSING FACILITY, MEMORY CARE ASSISTED LIVING, AND ASSISTED LIVING SERVICES TO THOSE WHO QUALIFY UNDER EACH LEVEL OF CARE. 0 0 6118204 0 7470163 ONEOTA RIVERVIEW DAB WELLINGTON PLACE (THE HOME) IS A NONPROFIT ENTITY ORGANIZED TO PROVIDE HOUSING AND NECESSARY MEDICAL CARE FOR INDIVIDUALS REQUIRING LONG-TERM CARE. THE HOME OPERATES A 56-BED NURSING FACILITY, A 12-BED MEMORY CARE FACILITY, AND A 34-UNIT ASSISTED LIVING FACILITY IN DECORAH, IOWA. 6118204 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 137 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 X DAN SPELLERBERG 3193628916 5925 DRY CREEK LANE CEDAR RAPIDS IA 52402 MELINDA HANSON PRESIDENT 40.00 X X 0 0 0 LORRAINE SINDELAR VICE PRESIDENT 1.00 X X 0 0 0 DENISE DUFFY SECRETARY 1.00 X X 0 0 0 LES ASKELSON DIRECTOR 1.00 X 0 0 0 DR STEVE DAVIS DIRECTOR 1.00 X 0 0 0 NANCY HAGEMAN DIRECTOR 1.00 X 0 0 0 GARY JOHNSON DIRECTOR 1.00 X 0 0 0 LEAH BENZING ADMINISTRATOR 40.00 X 126740 0 0 126740 0 0 1 0 0 0 FUSION MEDICAL STAFFING PO BOX 30131 OMAHA NE 68103 TEMP STAFFING AGENCY 1071575 HEALTHCARE OF IOWA 5925 DRY CREEK LANE NE CEDAR RAPIDS IA 52402 CONSULTING 624079 MARTIN BROTHERS PO BOX 69 CEDAR FALLS IA 50613 FOOD DISTRIBUTOR 262161 FUSION WORKFORCE SOLUTIONS PO BOX 30133 OMAHA NE 68103 TEMP STAFFING AGENCY 192127 WINNESHIEK CO MEMORIAL HOSPITAL 901 MONTGOMERY ST DECORAH IA 52101 THERAPY 170477 6 RESIDENT CARE SERVICES 623000 5068205 5068205 ASSISTED LIVING REVENU 623000 2401958 2401958 7470163 74225 74225 OTHER INCOME 623990 7930 7930 7930 7552318 7470163 0 82155 X 126740 126740 2484224 2313202 171022 19453 17235 2218 152455 135069 17386 187212 165862 21350 36073 26526 9547 95444 70184 25260 1779963 1673226 106737 28857 126 28731 174212 174212 11205 10175 1030 22814 22814 421533 421533 129258 129258 MISCELLANEOUS 298220 215666 82554 FOOD AND MEALS 260642 260505 137 MEDICAL SUPPLIES 231389 197756 33633 THERAPY SERVICES 161761 161761 123094 123094 6744549 6118204 626345 0 1000 1000 2871908 3917583 472349 438522 32411 40696 10076144 4200048 6156537 5876096 791513 671014 10325718 10944911 446647 552910 145451 155962 574815 505552 131556 24009 1298469 1238433 X 8723420 9531189 303829 175289 9027249 9706478 10325718 10944911 X 807769 19045 -147585 X 0 1 X 0 0 X 180635 865539 1086571 2132745 4923431 5047483 6091436 6753981 7470163 30286494 45636 37446 28600 19045 130727 5104066 5958658 7215453 6782581 7489208 32549966 0 622634 605103 639917 1070223 2937877 622634 605103 639917 1070223 2937877 29612089 4107 1352 5456 29175 74225 114315 4107 1352 5456 29175 74225 114315 6784 7930 14714 5114957 5960010 7220909 6811756 7571363 32678995 0.90620 0.93580 0.00350 0.00160 X 0 1 X 180557 180557 8720551 3311249 5409302 1175036 888799 286237 5876096 ACCRUED INTEREST RECEIVABLE 1074 SECURITY DEPOSITS 131775 DONATED FACILITIES RECEIVABLE 175289 EMPLOYEE RETENTION TAX CREDIT RECEIVABLE 342465 ACTIVITY AND RESIDENT TRUST FUNDS 20411 671014 ESTIMATED THIRD PARTY PAYOR 24009 24009 X 7699903 147585 147585 7552318 0 7552318 6892134 147585 147585 6744549 0 6744549 PART IV, LINE 2B: RESIDENT SECURITY DEPOSITS AND DEPOSITS FOR ACTIVITY AND RESIDENT TRUST FUNDS. PART X, LINE 2: MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION 147,585. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION 147,585. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON DATA PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE FILING IS AVAILABLE, THE RETURN IS REVIEWED BY THE BOARD PRESIDENT PRIOR TO FILING WITH THE IRS. OTHER MEMBERS OF THE BOARD CAN REVIEW THE 990 UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND THE ADMINISTRATOR ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. ANY POTENTIAL CONFLICT IS REVIEWED BY THE BOARD. IF THE BOARD DETERMINES THERE IS A CONFLICT THE ENGAGEMENT MAY NOT BE ENTERED INTO AND THE MEMBER WOULD NOT BE ALLOWED TO VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD PROVIDES THE FINAL APPROVAL OF THE COMPENSATION FOR THE ADMINISTRATOR. ANNUAL REVIEW AND INCREASE IS COMPLETED BY HEALTHCARE OF IOWA, INC., AN INDEPENDENT CONSULTING COMPANY. COMPARABILITY DATA IS USED. THE INITIAL HIRE PROCESS, ANNUAL REVIEW, AND COMPENSATION INCREASE IS DOCUMENTED IN THE PERSONNEL FILE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. THE ORGANIZATION DOES NOT HAVE OTHER OFFICERS OR KEY EMPLOYEES. EXCEPT FOR THE ADMINISTRATOR, ALL REVIEWS AND INCREASES ARE COMPLETED AT THE FACILITY LEVEL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 296,565. MANAGEMENT AND GENERAL EXPENSES 106,737. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 403,302. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,376,661. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,376,661. FORM 990, PART XI, LINE 9: NET ASSETS RELEASED FROM RESTRICTIONS -147,585.