IMMANUEL: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- IMMANUEL (EIN 47-0733774)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-12
- IRS object ID
- 201600439349302665
- Schema version
- 2014v6.0
- 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 F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-12T14:10:01-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 476097913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIM JOHNSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT STREET SUITE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 680224722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470733774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMMANUEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IMMA | BusinessNameControlTxt |
| Phone | 4028292900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1044 N 115TH ST NO 500 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC N GURLEY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4028292900 | PhoneNum |
| Signature | 2016-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA J FAJEN | PreparerPersonNm |
| PTIN | P00400949 | PTIN |
| Phone | 4023302660 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ERIC N GURLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1044 N 115TH ST SUITE 500 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $194,455,268 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IMMANUEL.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | IMMANUEL IS ORGANIZED TO SUPPORT THE MISSIONS OF IMMANUEL RETIREMENT COMMUNITIES, IMMANUEL HOME AND COMMUNITY RESOURCES, IMMANUEL COMMUNITY VISION FOUNDATION AND IMMANUEL LONG TERM CARE BY MAKING CHARITABLE CONTRIBUTIONS, INVESTING FUNDS, DEVELOPING SENIOR PROGRAMS, DEVELOPING FUNDING OPPORTUNITIES AND INVESTING IN AFFORDABLE PROJECTS FOR SENIORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1109 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $18,419 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,158 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,553 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,071,651 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $444,826 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,792,661 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,847,302 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,952 | PYOtherRevenueAmt |
| CY Other Revenue | -$183,046 | CYOtherRevenueAmt |
| PY Total Revenue | $16,895,422 | PYTotalRevenueAmt |
| CY Total Revenue | $17,133,635 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $297,030 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,030,078 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,562,368 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,056,287 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,112,949 | PYOtherExpensesAmt |
| CY Other Expenses | $6,081,144 | CYOtherExpensesAmt |
| PY Total Expenses | $5,972,347 | PYTotalExpensesAmt |
| CY Total Expenses | $9,167,509 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,923,075 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,966,126 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $555,942,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $579,234,133 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,908,552 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,794,367 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $506,033,654 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $514,439,766 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | RECOGNIZING THAT ALL WE HAVE COMES FROM GOD, WE HAVE BEEN CALLED TO BE FAITHFUL AND COURAGEOUS STEWARDS OF GOD'S RESOURCES. FOLLOWING CHRIST'S CALL TO SERVE, WE WILL MEET THE PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS OF SENIORS; RESPOND TO NEEDS IN COMMUNITY HEALTH; AND SUPPORT THE MINISTRY OF THE CHURCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,128,775 | ExpenseAmt |
| Grant | $2,030,078 | GrantAmt |
| Revenue | $444,826 | RevenueAmt |
| Desc | IMMANUEL SUPPORTS THE MISSIONS OF IMMANUEL RETIREMENT COMMUNITIES, IMMANUEL HOME AND COMMUNITY RESOURCES, AND IMMANUEL LONG TERM CARE OF WHICH IT IS THE SOLE MEMBER. THE ORGANIZATION MAKES CHARITABLE CONTRIBUTIONS, INVESTS FUNDS, DEVELOPS SENIOR PROGRAMS, DEVELOPS FUNDING OPPORTUNITIES AND INVESTS IN AFFORDABLE PROJECTS FOR SENIORS. IN ADDITION, IMMANUEL PROVIDES MANAGEMENT SERVICES, INCLUDING EXECUTIVE, ACCOUNTING, INFORMATION TECHNOLOGY, COMPLIANCE AND HUMAN RESOURCES TO ALL OF THE SUPPORTED ORGANIZATIONS. IMMANUEL IS ALSO THE MANAGING AGENT OF EIGHT HOUSING AND URBAN DEVELOPMENT (HUD) FUNDED PROJECTS LOCATED IN OMAHA, NEBRASKA. | Desc |
| Total Program Service Expenses | $3,128,775 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | 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 | Yes (1) | 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 | 0 | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 121 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1109 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 | MARY ANDERSON CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4028292933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1044 N 115TH ST STE 500 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID MUSSMAN | ||||||||
| CHAIR | 1.00 | 1.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID JACOX | ||||||||
| VICE CHAIR | 1.00 | 1.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIKE WILLIAMS | ||||||||
| SECRETARY/TREASURER | 1.00 | 1.80 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REV CARMALA ADERMAN | ||||||||
| MEMBER | 1.00 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| REV DR DENNIS ANDERSON | ||||||||
| MEMBER | 1.00 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| REV DR DAVID DEFREESE | ||||||||
| MEMBER | 1.00 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| LAURA FENDER | ||||||||
| MEMBER | 1.00 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| GUILLERMO BILL HUERTA MD | ||||||||
| MEMBER | 1.00 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE HRUZA MD | ||||||||
| MEMBER | 1.00 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| BISHOP BRIAN MAAS | ||||||||
| MEMBER | 1.00 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| MARK WATERSTRAAT | ||||||||
| MEMBER | 1.00 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| DELIGHT WREED BYRD | ||||||||
| MEMBER | 1.00 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT LANIK | ||||||||
| MEMBER | 1.00 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT JOHNSON | ||||||||
| MEMBER | 1.00 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| REV MARK GRORUD | ||||||||
| MEMBER THRU 3/6/15 | 1.00 | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| ERIC N GURLEY | ||||||||
| PRESIDENT & CEO | 22.00 | 25.00 | Yes (X) | Yes (X) | $403,372 | $0 | $193,880 | |
| DAN FRIEDLUND | ||||||||
| EXECUTIVE VP & CFO | 18.00 | 30.00 | Yes (X) | $202,815 | $0 | $0 | ||
| TAMMY SEALER | ||||||||
| SENIOR VICE PRESIDENT/CAO | 23.00 | 25.00 | Yes (X) | $190,043 | $0 | $30,904 | ||
| ANDREW FISHER | ||||||||
| SENIOR VICE PRESIDENT/COO | 4.00 | 44.00 | Yes (X) | $188,953 | $0 | $45,779 | ||
| ROXANN ROGERS MEYER | ||||||||
| VP OF MARKETING & COMMUNICATIONS | 20.00 | 27.00 | $155,234 | $0 | $30,435 | Yes (X) | ||
| RHONDA SUE DISTEFANO | ||||||||
| VP OF CONSTRUCTION, FACILITIES MNGT & ENVIRO SERV | 7.00 | 40.00 | $130,782 | $0 | $18,079 | Yes (X) | ||
| DEBRA WELK | ||||||||
| VP OF HEALTH CARE SERVICES | 2.00 | 45.00 | $128,539 | $0 | $21,567 | Yes (X) | ||
| CHERYL MUNDT | ||||||||
| DIRECTOR OF PACE DEV & OPERATIONS | 5.00 | 42.00 | $127,207 | $0 | $8,300 | Yes (X) | ||
| DEBRA WIENS | ||||||||
| VP OF HUMAN RESOURCES | 8.00 | 39.00 | $119,341 | $0 | $18,391 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,646,286 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $367,335 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 38 | 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 |
|---|---|---|---|---|---|
| RDG PLANNING & DESIGN | |||||
| 900 FARNAM ON THE MALL STE 100 | OMAHA | NE | 68102 | CONSULTING | $928,999 |
| HEALTH DIMENSIONS GROUP | |||||
| 4400 BAKER ROAD STE 100 | MINNEAPOLIS | MN | 55343 | CONSULTING | $714,646 |
| REALITY CONSTRUCTION | |||||
| 11121 WILLIAM PLAZA | OMAHA | NE | 68144 | CONSTRUCTION | $531,816 |
| BAILEY LAUERMAN | |||||
| 18081 BURT STREET STE 200 | OMAHA | NE | 68022 | ADVERTISING | $494,373 |
| SPELLMAN BRADY & COMPANY | |||||
| 8251 MARYLAND AVENUE STE 300 | ST LOUIS | MO | 63105 | INTERIOR DESIGN | $294,662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $24,553 | RelatedOrganizationsAmt |
| Total Contributions | $24,553 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM-RELATED INVEST | Desc |
| Business | 900003 | BusinessCd |
| Total Revenue Column | $443,936 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $443,936 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $890 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $890 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $444,826 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,055,636 | TotalRevenueColumnAmt |
| Exclusion | $9,055,636 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $592,193 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $775,239 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$183,046 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$183,046 | TotalRevenueColumnAmt |
| Exclusion | -$183,046 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $184,338,060 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $176,420,418 | SecuritiesAmt |
| Other | $125,976 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,917,642 | SecuritiesAmt |
| Other | -$125,976 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,791,666 | TotalRevenueColumnAmt |
| Exclusion | $7,791,666 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,133,635 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $444,826 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,664,256 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,030,078 | TotalAmt |
| Program Services | $2,030,078 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,430 | TotalAmt |
| Program Services | $234,732 | ProgramServicesAmt |
| Management And General | $227,698 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,538 | TotalAmt |
| Management And General | $106,538 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,010 | TotalAmt |
| Management And General | $91,010 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,309 | TotalAmt |
| Program Services | $10,087 | ProgramServicesAmt |
| Management And General | $386,222 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,032 | TotalAmt |
| Management And General | $81,032 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,777 | TotalAmt |
| Management And General | $71,777 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,247,974 | TotalAmt |
| Management And General | $2,247,974 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,325,908 | TotalAmt |
| Program Services | $165,304 | ProgramServicesAmt |
| Management And General | $1,160,604 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,224 | TotalAmt |
| Program Services | $422,542 | ProgramServicesAmt |
| Management And General | $79,682 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,904 | TotalAmt |
| Program Services | $23,242 | ProgramServicesAmt |
| Management And General | $346,662 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,615 | TotalAmt |
| Program Services | $68,238 | ProgramServicesAmt |
| Management And General | $163,377 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,390 | TotalAmt |
| Management And General | $181,390 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,568 | TotalAmt |
| Program Services | $131,856 | ProgramServicesAmt |
| Management And General | $115,712 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,960 | TotalAmt |
| Management And General | $42,960 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,452 | TotalAmt |
| Program Services | $21,452 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,593 | TotalAmt |
| Management And General | $518,593 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,751 | TotalAmt |
| Management And General | $139,751 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEMBERSHIP & DUES | $76,615 | $6,838 | $69,777 |
| BOOKS & PERIODICALS | $8,244 | $3,631 | $4,613 |
| LICENSE & PERMITS | $6,438 | $3,076 | $3,362 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,699 | TotalAmt |
| Program Services | $7,699 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,167,509 | TotalAmt |
| Program Services | $3,128,775 | ProgramServicesAmt |
| Management And General | $6,038,734 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,279,055 | BOYAmt |
| EOY | $41,293,256 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,435,305 | BOYAmt |
| EOY | $612,094 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,266 | BOYAmt |
| EOY | $175,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,470,282 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,868,355 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,861,449 | BOYAmt |
| EOY | $22,601,927 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,350,983 | BOYAmt |
| EOY | $389,386,849 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,055,467 | BOYAmt |
| EOY | $84,078,799 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,179,304 | BOYAmt |
| EOY | $39,714,377 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $24,818 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,567,377 | BOYAmt |
| EOY | $1,346,005 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,942,206 | BOYAmt |
| EOY | $579,234,133 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,074,412 | BOYAmt |
| EOY | $2,983,771 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,473,385 | BOYAmt |
| EOY | $61,125,071 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,755 | BOYAmt |
| EOY | $685,525 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,908,552 | BOYAmt |
| EOY | $64,794,367 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $506,033,654 | BOYAmt |
| EOY | $514,439,766 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $506,033,654 | BOYAmt |
| EOY | $514,439,766 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,942,206 | BOYAmt |
| EOY | $579,234,133 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,966,126 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,124,016 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,564,002 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| IMMANUEL RETIREMENT COMMUNITIES | ||||
| 470799118 | 9 | Yes (1) | $0 | $0 |
| IMMANUEL HOME AND COMMUNITY RESOURCES | ||||
| 272628802 | 9 | Yes (1) | $925,000 | $0 |
| IMMANUEL LONG TERM CARE | ||||
| 462582783 | 9 | 0 | $12,440 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $937,440 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART I, LINE 11G: | IMMANUEL PROVIDES MANAGEMENT SERVICES, INCLUDING EXECUTIVE, ACCOUNTING, INFORMATION TECHNOLOGY, COMPLIANCE AND HUMAN RESOURCES TO ITS SUPPORTED ORGANIZATIONS: IMMANUEL RETIREMENT COMMUNITIES, IMMANUEL HOME AND COMMUNITY RESOURCES AND SUBSIDIARIES, AND IMMANUEL LONG TERM CARE. |
| SCHEDULE A, PART IV, SECTION A, LINE 1: | IMMANUEL LONG TERM CARE WAS FORMED IN 2013 AND IS NOT CURRENTLY LISTED SEPARATELY BY NAME IN THE ORGANIZATION'S GOVERNING DOCUMENTS. THE ARTICLES OF INCORPORATION, WHICH WERE LAST RESTATED IN 2012, LIST TWO SUPPORTED ORGANIZATIONS BY NAME AND ALSO PROVIDE THAT IMMANUEL WILL SUPPORT "OTHER ORGANIZATIONS OF WHICH THE CORPORATION IS THE SOLE MEMBER, SO LONG AS SUCH ENTITIES ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED". THE ARTICLES EXPLAIN THAT SUCH OTHER ORGANIZATIONS MUST BE EXEMPT UNDER 501(A) "BY VIRTUE OF BEING ORGANIZATIONS DESCRIBED IN 501(C)(3) OF THE CODE AND ARE NOT PRIVATE FOUNDATIONS BY VIRTUE OF HAVING QUALIFIED UNDER SECTION 509(A)(1) OR 509(A)(2) OF THE CODE". IMMANUEL IS THE SOLE MEMBER OF IMMANUEL LONG TERM CARE, EIN 46-2582783. IMMANUEL LONG TERM CARE IS A 501(C)(3) ORGANIZATION WHICH HAS QUALIFIED FOR PUBLIC CHARITY STATUS UNDER 509(A)(2). CONSISTENT WITH BOARD ACTIONS AND INTENT, IMMANUEL LONG TERM CARE IS A SUPPORTED ORGANIZATION OF IMMANUEL. |
| SCHEDULE A, PART IV, SECTION A, LINE 6: | IMMANUEL SUPPORTS THE MISSIONS OF IMMANUEL RETIREMENT COMMUNITIES, IMMANUEL HOME AND COMMUNITY RESOURCES, AND IMMANUEL LONG TERM CARE OF WHICH IT IS THE SOLE MEMBER. THE ORGANIZATION MAKES CHARITABLE CONTRIBUTIONS, INVESTS FUNDS, DEVELOPS SENIOR PROGRAMS, DEVELOPS FUNDING OPPORTUNITIES AND INVESTS IN AFFORDABLE PROJECTS FOR SENIORS. THE SUPPORT PROVIDED TO THE VARIOUS ORGANIZATIONS LISTED ON SCHEDULE I FURTHERS THE EXEMPT PURPOSE AND MISSION OF IMMANUEL BY RESPONDING TO NEEDS IN COMMUNITY HEALTH AND SUPPORTING THE MINISTRY OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,029,682 | OtherCostOrOtherBasisAmt |
| Book Value | $2,029,682 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,208,248 | OtherCostOrOtherBasisAmt |
| Depreciation | $756,778 | DepreciationAmt |
| Book Value | $14,451,470 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,743 | OtherCostOrOtherBasisAmt |
| Book Value | $47,743 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,457,971 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,094,580 | DepreciationAmt |
| Book Value | $3,363,391 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,726,638 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,997 | DepreciationAmt |
| Book Value | $2,709,641 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,601,927 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $1,529,141 | F |
| PALMER SQUARE MULTI STRATEGY FUND LP | $22,576,619 | F |
| PARTNERS GROUP PRIVATE EQUITY (INST TEI) LLC | $22,008,406 | F |
| BLACKSTONE STRATEGIC CAPITAL HOLDINGS | $2,755,299 | F |
| HEITMAN AMERICA REAL ESTATE LP | $31,664,432 | F |
| PORTFOLIO ADVISORS PRIVATE EQUITY FUND VIII (OFFSHORE) L.P. | $3,544,902 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $84,078,799 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LT NOTES RECEIVABLE - RELATED ENTITIES | $34,687,525 | F |
| INVESTMENT IN RELATED ENTITIES | $4,647,973 | F |
| IMMANUEL ELDERLY HOUSING LP | $378,879 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $39,714,377 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AFFILIATE PAYABLE | $309,927 |
| DEFERRED COMPENSATION | $375,598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $685,525 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | IMMANUEL HOLDS FUNDS FOR IMMANUEL RETIREMENT COMMUNITIES, INC., A RELATED ENTITY, TO FACILITATE EFFICIENT MANAGEMENT OF ALL INVESTMENTS. THE FUNDS ARE POOLED WITH INVESTMENT ASSETS OF IMMANUEL FOR MANAGEMENT PURPOSES ONLY. THESE FUNDS ARE RECORDED AS AN ASSET AND A LIABILITY ON IMMANUEL'S BOOKS. BOTH ORGANIZATIONS ACKNOWLEDGE THAT THE ASSETS ARE THE PROPERTY OF IMMANUEL RETIREMENT COMMUNITIES, INC. |
| PART X, LINE 2: | ALL AFFILIATED ENTITIES ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE CODE AND HAVE RECEIVED DETERMINATION LETTERS THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE, EXCEPT FOR IMMANUEL CORE FUND, LLC, WHICH IS A DISREGARDED ENTITY FOR TAX PURPOSES. THE INTERNAL REVENUE SERVICE HAS ESTABLISHED STANDARDS TO BE MET TO MAINTAIN IMMANUEL'S TAX EXEMPT STATUS. IMMANUEL ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC 740, INCOME TAXES. IMMANUEL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT JUNE 30, 2015, IMMANUEL HAD NO UNCERTAIN TAX POSITIONS ACCRUED. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $3,545,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,545,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,545,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| NEBRASKA SYNOD ELCA ASSEMBLY | |||||||
| 4980 SOUTH 118TH STREET STE D | OMAHA | NE | 68137 | 363514308 | 501(C)(3) | $37,000 | SUPPORT PROGRAMS AND MINISTRIES OF THE CHURCH |
| NEBASKA LUTHERAN OUTDOOR MINISTRIES | |||||||
| 27416 RANCH ROAD | ASHLAND | NE | 68003 | 470488319 | 501(C)(3) | $25,000 | SUPPORT CAMP MINISTRY AND PROGRAMS |
| LUTHERAN FAMILY SERVICES | |||||||
| 124 SOUTH 24TH STREET STE 230 | OMAHA | NE | 68102 | 237267972 | 501(C)(3) | $27,500 | SUPPORT MINISTRIES SERVING FAMILIES IN NEBRASKA |
| TABITHA FOUNDATION | |||||||
| 4720 RANDOLPH STREET | LINCOLN | NE | 68510 | 470377998 | 501(C)(3) | $9,500 | SUPPORT PROGRAMS |
| LUTHERAN PLANNED GIVING | |||||||
| 5858 WENNINGHOFF ROAD STE 2 | OMAHA | NE | 68134 | 363514308 | 501(C)(3) | $8,833 | SUPPORT PROGRAMS |
| KIDS AGAINST HUNGER | |||||||
| 12601 MEREDITH AVENUE | OMAHA | NE | 68164 | 411960517 | 501(C)(3) | $6,625 | SUPPORT PACKING EVENT |
| LUTHERAN SERVICES IN AMERICA | |||||||
| 100 MARYLAND AVENUE NE STE 500 | WASHINGTON | DC | 20002 | 363304707 | 501(C)(3) | $5,000 | SUPPORT ANNUAL CONFERENCE |
| THE MOSAIC FOUNDATION | |||||||
| 4980 SOUTH 118TH STREET | OMAHA | NE | 68137 | 363837360 | 501(C)(3) | $20,000 | SUPPORT PROGRAMS |
| OMAHA SYMPHONY | |||||||
| 18402 WILLIAM CIRCLE | OMAHA | NE | 68130 | 476039304 | 501(C)(3) | $6,000 | SUPPORT GALA AND DEBANTANTE BALL CELEBRATION |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| 12103 PACIFIC STREET | OMAHA | NE | 68154 | 260056671 | 501(C)(3) | $25,000 | SUPPORT PINK RIBBON GALA |
| NEBRASKA ACTION COALITION | |||||||
| 12565 WEST CENTER ROAD STE 100 | OMAHA | NE | 68144 | 470690846 | 501(C)(3) | $10,000 | SUPPORT FUTURE OF NURSING CAMPAIGN |
| ALEGENT CREIGHTON HEALTH | |||||||
| 12809 WEST DODGE ROAD | OMAHA | NE | 68154 | 450757164 | 501(C)(3) | $91,764 | SUPPORT THE TANZANIA MINISTRY |
| ALEGENT CREIGHTON HEALTH FOUNDATION | |||||||
| 10101 MAPLE STREET | OMAHA | NE | 68134 | 470757164 | 501(C)(3) | $35,000 | SUPPORT THE GALA AND GOLF FUNDRAISER |
| PACE IOWA | |||||||
| 1044 N 115TH ST SUITE 500 | OMAHA | NE | 68154 | 273635343 | 501(C)(3) | $925,000 | SUPPORT PROGRAMS |
| IMMANUEL LONG TERM CARE | |||||||
| 1044 N 115TH ST SUITE 500 | OMAHA | NE | 68154 | 462582783 | 501(C)(3) | $12,440 | SUPPORT PROGRAMS |
| IMMANUEL COMMUNITY VISION FOUNDATION | |||||||
| 1044 N 115TH ST SUITE 500 | OMAHA | NE | 68154 | 462693844 | 501(C)(3) | $756,900 | SUPPORT THE PROGRAMS OF IMMANUEL VISION FOUNDATION'S SUPPORTED ORGANIZATIONS: IMMANUEL RETIREMENT COMMUNITIES, IMMANUEL HOME AND COMMUNITY RESOURCES, AND IMMANUEL LONG TERM CARE, WHICH ARE ALL SUPPORTED ORGANIZATIONS OF IMMANUEL. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS ARE MADE TO LOCAL 501(C)(3) ORGANIZATIONS. IMMANUEL IS ABLE TO MONITOR THE USE OF THE GRANT FUNDS BY MAINTAINING CONTACT WITH THE DONEES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC N GURLEY | ||||||||||||||
| PRESIDENT & CEO | $316,949 | $0 | $79,012 | $0 | $7,411 | $0 | $156,699 | $0 | $37,181 | $0 | $597,252 | $0 | $0 | $0 |
| DAN FRIEDLUND | ||||||||||||||
| EXECUTIVE VP & CFO | $162,340 | $0 | $40,475 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $202,815 | $0 | $0 | $0 |
| TAMMY SEALER | ||||||||||||||
| SENIOR VICE PRESIDENT/CAO | $154,289 | $0 | $35,628 | $0 | $126 | $0 | $11,708 | $0 | $19,196 | $0 | $220,947 | $0 | $0 | $0 |
| ANDREW FISHER | ||||||||||||||
| SENIOR VICE PRESIDENT/COO | $151,503 | $0 | $32,940 | $0 | $4,510 | $0 | $11,560 | $0 | $34,219 | $0 | $234,732 | $0 | $0 | $0 |
| ROXANN ROGERS MEYER | ||||||||||||||
| VP OF MARKETING & COMMUNICATIONS | $127,102 | $0 | $27,495 | $0 | $637 | $0 | $9,563 | $0 | $20,872 | $0 | $185,669 | $0 | $0 | $0 |
| DEBRA WELK | ||||||||||||||
| VP OF HEALTH CARE SERVICES | $105,874 | $0 | $22,217 | $0 | $448 | $0 | $7,520 | $0 | $14,047 | $0 | $150,106 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | ERIC N. GURLEY, PRESIDENT AND CEO, IS A PARTICIPANT IN AN ENDORSEMENT SPLIT-DOLLAR LIFE INSURANCE PLAN AND A DEFERRED COMPENSATION PLAN WHICH IS INTENDED TO MEET THE REQUIREMENTS OF SECTIONS 409A AND 457(F). BOTH PLANS ARE SPONSORED BY IMMANUEL, MR. GURLEY'S EMPLOYER. AS OF DECEMBER 31, 2014, MR. GURLEY'S DEFERRED COMPENSATION ACCOUNT WAS CREDITED WITH $137,399. PREMIUMS OF $157,474 WERE PAID FOR THE ENDORSEMENT SPLIT-DOLLAR LIFE INSURANCE PLAN POLICY. UNDER THE PLAN, IMMANUEL ENDORSES TO MR. GURLEY THE RIGHT TO DESIGNATE A BENEFICIARY FOR THE PORTION OF THE DEATH BENEFIT IN EXCESS OF THE GREATER OF THE CASH SURRENDER VALUE OR PREMIUMS PAID. THE VALUE OF THAT RIGHT, WHICH WAS INCLUDED IN MR. GURLEY'S REPORTABLE COMPENSATION, WAS $2,870. AS OF JUNE 30, 2015, THE DEATH BENEFIT IN EXCESS OF PREMIUMS PAID WAS $3,540,588. |
| PART I, LINE 6 | THE ORGANIZATION DOES NOT PAY OR ACCRUE ANY COMPENSATION BASED ON THE REVENUES OR THE NET EARNINGS OF THE ORGANIZATION OR ANY RELATED ORGANIZATION. HOWEVER, A SMALL PERCENTAGE (LESS THAN 10%) OF THE BONUSES PAID TO ERIC GURLEY, DAN FRIEDLUND, TAMMY SEALER, ANDREW FISHER, ROXANN ROGERS MEYER, DEBRA WIENS, DEBRA WELK, AND RHONDA DISTEFANO IS BASED ON AN OPERATING MARGIN CALCULATION OF IMMANUEL AND RELATED TAX-EXEMPT ORGANIZATIONS. A SMALL PERCENTAGE (LESS THAN 10%) OF THE BONUS PAID TO CHERYL MUNDT IS BASED ON AN OPERATING MARGIN CALCULATION OF IMMANUEL HOME AND COMMUNITY RESOURCES, A RELATED TAX-EXEMPT ORGANIZATION. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAMONA EDWARDS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DAN FRIEDLUND: EXECUTIVE VICE PRESIDENT & CFO, RAMONA EDWARDS: SPOUSE | RelationshipDescriptionTxt |
| Transaction | $106,538 | TransactionAmt |
| Transaction | RAMONA EDWARDS IS EMPLOYED BY IMMANUEL. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VII, SECTION B: | THE AMOUNTS PAID TO INDEPENDENT CONTRACTORS BY IMMANUEL AND RELATED ORGANIZATIONS ARE REPORTED BY IMMANUEL IN PART VII, SECTION B, BUT ARE ALLOCATED TO EACH RESPECTIVE ORGANIZATION FOR PURPOSES OF REPORTING ON PART IX, LINE 11. THE ALLOCATION IS BASED ON THE AMOUNT OF SERVICES PROVIDED TO EACH ORGANIZATION. |
| FORM 990, PART V, LINE 2A: | IMMANUEL IS THE SOLE MEMBER OF IMMANUEL RETIREMENT COMMUNITIES, IMMANUEL HOME AND COMMUNITY RESOURCES, IMMANUEL LONG TERM CARE, AND IMMANUEL COMMUNITY VISION FOUNDATION. IMMANUEL ISSUES THE FORM W-2 FOR ALL THE EMPLOYEES, INCLUDING THE OFFICERS, OF EACH OF THESE ORGANIZATIONS. BECAUSE IMMANUEL IS REIMBURSED FOR THE SALARIES AND BENEFITS OF THESE EMPLOYEES AND OFFICERS BY EACH OF THE ORGANIZATIONS, THE EXPENSES FOR THE REIMBURSED SALARIES AND BENEFITS ARE REFLECTED ON EACH OF THE ORGANIZATIONS' FORM 990 IN PART IX, STATEMENT OF FUNCTIONAL EXPENSES, LINES 5-7, AND NOT ON IMMANUEL'S FORM 990, PART IX, LINES 5-7. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SYNOD COUNCIL OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA (ELCA) ELECTS ONE-THIRD OF THE DIRECTORS OF IMMANUEL AND MUST CONFIRM THE OTHER TWO-THIRDS OF ELECTED DIRECTORS BEFORE THEY TAKE OFFICE. ADDITIONALLY, THE BISHOP OF THE NEBRASKA SYNOD OF THE ELCA AND THE PRESIDENT/CEO OF IMMANUEL ARE BOTH VOTING EX OFFICIO MEMBERS OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SYNOD COUNCIL OF THE NEBRASKA SYNOD OF THE EVANGELICAL CHURCH IN AMERICA MUST APPROVE ANY AMENDMENT TO THE ARTICLES OR BYLAWS OF IMMANUEL. THEREFORE, ANY CHANGES TO THE GOVERNING DOCUMENTS THAT IMPACT THE GOVERNANCE OF THE ORGANIZATION MUST BE APPROVED BY THE SYNOD COUNCIL. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM WITH THE ASSISTANCE OF THE CONTROLLER, AND IS THEN REVIEWED BY THE CFO AND THE CONTROLLER. COPIES OF THE REVIEWED RETURN ARE PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY STATES THAT THE MEMBERS OF THE BOARD OF DIRECTORS MUST SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSE ALL CONFLICTS. THE GOVERNANCE COMMITTEE SHALL DECIDE WHAT ACTIONS NEED TO BE TAKEN CONCERNING ANY CONFLICTS. A BOARD MEMBER IS PROHIBITED FROM VOTING ON ANY BUSINESS RELATED TO ANY CONFLICT THE GOVERNANCE COMMITTEE HAS IDENTIFIED WITH RESPECT TO THAT BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 15 | IMMANUEL ANALYZES MARKET-BASED COMPENSATION STUDIES, REVIEWS JOB DESCRIPTIONS AND INTERVIEWS OUTSIDE HUMAN RESOURCE CONSULTANTS. COMPENSATION FOR THE CEO IS APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION OF TOP MANAGEMENT PERSONNEL IS APPROVED BY THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | IMMANUEL DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 134,830. MANAGEMENT AND GENERAL EXPENSES 178,476. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 313,306. OTHER FEES FOR SERVICE: PROGRAM SERVICE EXPENSES 23,931. MANAGEMENT AND GENERAL EXPENSES 673,742. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 697,673. HIRING COSTS: PROGRAM SERVICE EXPENSES 6,543. MANAGEMENT AND GENERAL EXPENSES 308,386. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 314,929. |
| FORM 990, PART IX, LINE 25: | IMMANUEL IS THE SOLE CORPORATE MEMBER OF IMMANUEL RETIREMENT COMMUNITIES (IRC), IMMANUEL HOME AND COMMUNITY RESOURCES (IHCR) AND SUBSIDIARIES, IMMANUEL LONG TERM CARE (ILTC) AND IMMANUEL COMMUNITY VISION FOUNDATION (ICVF); ALL NOT-FOR-PROFIT ORGANIZATIONS. IMMANUEL PROVIDES MANAGEMENT SERVICES, INCLUDING EXECUTIVE, ACCOUNTING, INFORMATION TECHNOLOGY, COMPLIANCE AND HUMAN RESOURCES, TO ALL OF THESE ORGANIZATIONS. FOR THE YEAR ENDED JUNE 30, 2015, THE FOLLOWING ORGANIZATIONS REPORTED FUNCTIONAL EXPENSES AS FOLLOWS: IMMANUEL RETIREMENT COMMUNITIES: - PROGRAM SERVICE: $24,078,065 - MANAGEMENT & GENERAL: $4,788,320 IMMANUEL HOME & COMMUNITY RESOURCES: - PROGRAM SERVICE: $2,697,284 - MANAGEMENT & GENERAL: $384,458 PACE IOWA (SUBSIDIARY) - PROGRAM SERVICE: $9,221,937 - MANAGEMENT & GENERAL: $1,111,546 PACE NEBRASKA (SUBSIDIARY) - PROGRAM SERVICE: $7,693,244 - MANAGEMENT & GENERAL: $908,745 IMMANUEL LONG TERM CARE: - PROGRAM SERVICE: $19,481,767 - MANAGEMENT & GENERAL: $3,551,218 IMMANUEL COMMUNITY VISION FOUNDATION: - PROGRAM SERVICE: $76,948 - MANAGMENT & GENERAL: $275,296 |
| FORM 990, PART XI, LINE 9: | GAIN ON TERMINATION OF INTEREST IN JOINT OPERATING AGREEMENT 7,564,002. |
| FORM 990, PART XII, LINE 2C: | THE BOARD OF DIRECTORS ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF IMMANUEL'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM PRIOR YEARS. |
| FORM 990, PART XI, LINE 9: | ON 10-31-12, IMMANUEL ENTERED INTO AN AGREEMENT WITH CATHOLIC HEALTH INITIATIVES (CHI) TO RESIGN ITS MEMBERSHIP IN ALEGENT AND IMMANUEL MEDICAL CENTER ENTITIES AND TO TERMINATE ITS INTEREST IN THE JOINT OPERATING AGREEMENT (JOA) BETWEEN IMMANUEL MEDICAL CENTER AND ALEGENT CREIGHTON HEALTH - BERGAN MERCY HEALTH SYSTEM. IN ACCORDANCE WITH THE JOINT OPERATING AGREEMENT, APPRAISALS WERE CONDUCTED TO DETERMINE THE JOA TERMINATION PAYMENT FROM CHI TO IMMANUEL. IN FISCAL YEAR 2013, IMMANUEL RECEIVED A PAYMENT IN THE AMOUNT OF $553,669,500. DURING FISCAL YEAR 2015, IMMANUEL RECEIVED THE FINAL DISBURSEMENT OF FUNDS TOTALING $7,564,002 REPRESENTING THE FINAL MATERIAL ADJUSTMENT TO THE ACTUAL CLOSING DATE NET BALANCE SHEET AMOUNT. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMMANUEL CORE FUND LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1044 N 115TH ST SUITE 500 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462921681 | EIN |
| Primary Activities | INVEST AND MANAGE INVESTMENTS FOR THE BENEFIT OF RELATED ENTITIES | PrimaryActivitiesTxt |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Total Income | -$7,338,808 | TotalIncomeAmt |
| End Of Year Assets | $50,373,480 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMMANUEL | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| IMMANUEL RETIREMENT COMMUNITIES | ||||||||||
| 1044 N 115TH ST SUITE 500 | OMAHA | NE | 68154 | 470799108 | ELDERLY HOUSING | NE | 501(C)(3) | LINE 9 | IMMANUEL | Yes (1) |
| IMMANUEL COMMUNITY FOUNDATION | ||||||||||
| 1044 N 115TH ST SUITE 500 | OMAHA | NE | 68154 | 470624928 | FUNDRAISING | NE | 501(C)(3) | LINE 11C, III-FI | SEE STATEMENT | Yes (1) |
| IMMANUEL AFFORDABLE INC | ||||||||||
| 1044 N 115TH ST SUITE 500 | OMAHA | NE | 68154 | 470831041 | ELDERLY & LOW INCOME HOUSING | NE | 501(C)(3) | LINE 9 | IMMANUEL | Yes (1) |
| IMMANUEL AFFORDABLE II INC | ||||||||||
| 1044 N 115TH ST SUITE 500 | OMAHA | NE | 68154 | 800016829 | ELDERLY & LOW INCOME HOUSING | NE | 501(C)(3) | LINE 9 | IMMANUEL | Yes (1) |
| IMMANUEL TRINITY AFFORDABLE INC | ||||||||||
| 1044 N 115TH ST SUITE 500 | OMAHA | NE | 68154 | 113742894 | ELDERLY & LOW INCOME HOUSING | NE | 501(C)(3) | LINE 9 | IMMANUEL | Yes (1) |
| (no name) | ||||||||||
| 501(C)(3) | LINE 3 | 0 | ||||||||
| IMMANUEL HOME AND COMMUNITY RESOURCES | ||||||||||
| 1044 N 115TH ST SUITE 500 | OMAHA | NE | 68154 | 272628802 | ELDERLY SERVICES | NE | 501(C)(3) | LINE 9 | IMMANUEL | Yes (1) |
| PACE IOWA | ||||||||||
| 1044 N 115TH ST SUITE 500 | OMAHA | NE | 68154 | 273635343 | ELDERLY SERVICES | NE | 501(C)(3) | LINE 9 | IMMANUEL HOME AND COMMUNITY RESOURCES | Yes (1) |
| PACE NEBRASKA | ||||||||||
| 1044 N 115TH ST SUITE 500 | OMAHA | NE | 68154 | 273635416 | ELDERLY SERVICES | NE | 501(C)(3) | LINE 9 | IMMANUEL HOME AND COMMUNITY RESOURCES | Yes (1) |
| IMMANUEL LONG TERM CARE | ||||||||||
| 1044 N 115TH ST SUITE 500 | OMAHA | NE | 68154 | 462582783 | LONG-TERM HEALTH CARE SERVICES | NE | 501(C)(3) | LINE 9 | IMMANUEL | Yes (1) |
| IMMANUEL COMMUNITY VISION FOUNDATION | ||||||||||
| 1044 N 115TH ST SUITE 500 | OMAHA | NE | 68154 | 462693844 | SUPPORT NONPROFITS WHOSE MISSIONS ALIGN WITH IMMANUEL | NE | 501(C)(3) | LINE 11B, II | IMMANUEL | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IMMANUEL RETIREMENT COMMUNITIES | ||
| A | $396,867 | CASH TRANSFERRED EQUALS FMV |
| IMMANUEL HOME AND COMMUNITY RESOURCES | ||
| A | $47,069 | CASH TRANSFERRED EQUALS FMV |
| IMMANUEL RETIREMENT COMMUNITIES | ||
| D | $11,915,433 | CASH TRANSFERRED EQUALS FMV |
| IMMANUEL HOME AND COMMUNITY RESOURCES | ||
| D | $580,406 | CASH TRANSFERRED EQUALS FMV |
| IMMANUEL RETIREMENT COMMUNITIES | ||
| Q | $2,591,858 | CASH TRANSFERRED EQUALS FMV |
| IMMANUEL COMMUNITY FOUNDATION | ||
| Q | $152,919 | CASH TRANSFERRED EQUALS FMV |
| IMMANUEL HOME AND COMMUNITY RESOURCES | ||
| Q | $1,731,862 | CASH TRANSFERRED EQUALS FMV |
| IMMANUEL LONG TERM CARE | ||
| Q | $1,626,079 | CASH TRANSFERRED EQUALS FMV |
| IMMANUEL LONG TERM CARE | ||
| S | $3,316,247 | CASH TRANSFERRED EQUALS FMV |
| IMMANUEL COMMUNITY VISION FOUNDATION | ||
| D | $67,424 | CASH TRANSFERRED EQUALS FMV |
| PACE IA | ||
| B | $925,000 | CASH TRANSFERRED EQUALS FMV |
| IMMANUEL COMMUNITY VISION FOUNDATION | ||
| B | $756,900 | CASH TRANSFERRED EQUALS FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | IMMANUEL COMMUNITY FOUNDATION'S DIRECTORS ARE SELECTED BY THE BOARDS OF DIRECTORS OF THE THREE ORGANIZATIONS IT SUPPORTS; IMMANUEL RETIREMENT COMMUNITIES, IMMANUEL HOME AND COMMUNITY RESOURCES, AND IMMANUEL LONG TERM CARE. EACH OF THESE THREE ORGANIZATIONS IS CONTROLLED BY THEIR SOLE MEMBER, IMMANUEL. | ExplanationTxt |