METH-WICK COMMUNITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- METH-WICK COMMUNITY (EIN 42-0838541)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2014-11-13
- IRS object ID
- 201403179349304530
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T14:43:52-06:00 | ReturnTs |
| Tax Period End | 2014-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 THIRD AVENUE SE STE 300 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524011512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420838541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE METH-WICK COMMUNITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | METH | BusinessNameControlTxt |
| Phone | 3193659171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1224 13TH STREET NW | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524052404 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN MIXDORF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3193659171 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLEY UMSTEAD | PreparerPersonNm |
| PTIN | P00982177 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBIN MIXDORF PRESIDENT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1224 13TH STREET NW | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524052404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,224,313 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.METHWICK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | CONTINUING CARE RETIREMENT COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 237 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $18,848 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $14,145 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $303,356 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,165,620 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,123,303 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,658,971 | CYProgramServiceRevenueAmt |
| PY Investment Income | $112,032 | PYInvestmentIncomeAmt |
| CY Investment Income | $174,757 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,437 | PYOtherRevenueAmt |
| CY Other Revenue | $21,850 | CYOtherRevenueAmt |
| PY Total Revenue | $13,556,128 | PYTotalRevenueAmt |
| CY Total Revenue | $15,021,198 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,999,615 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,346,355 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $12,016 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $10,248 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,248 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,414,763 | PYOtherExpensesAmt |
| CY Other Expenses | $7,524,823 | CYOtherExpensesAmt |
| PY Total Expenses | $13,426,394 | PYTotalExpensesAmt |
| CY Total Expenses | $13,881,426 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $129,734 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,139,772 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,679,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,277,191 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,903,591 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,022,435 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,776,053 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,254,756 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO PROVIDE A SECURE AND CARING LIVING ENVIRONMENT TO THOSE WE SERVE, ALLOWING THEM TO MAINTAIN THEIR DIGNITY AND TO ENRICH THE QUALITY OF THEIR LIVES AS THEY AGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,710,039 | ExpenseAmt |
| Revenue | $5,819,512 | RevenueAmt |
| Desc | NURSING HOME - OPERATED A 65 BED NURSING HOME FACILITY WHICH PROVIDED 22,243 RESIDENT DAYS OF CARE FOR RESIDENTS TRANSFERRING FROM OTHER SERVICE LEVELS WITHIN THE METH-WICK COMMUNITY AND FROM THE SURROUNDING AREA. FREE AND DISCOUNTED CARE IS PROVIDED TO ANY RESIDENT WHO IS UNABLE TO PAY FOR THE SERVICES THEY NEED. 16 RESIDENTS RECEIVED SUCH ASSISTANCE IN THE 2013-14 FISCAL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,581,839 | ExpenseAmt |
| Revenue | $2,096,702 | RevenueAmt |
| Desc | SUPPORTED LIVING - PROVIDED 73 SUPPORTED LIVING UNITS TO CARE FOR RESIDENTS TRANSFERRING FROM OTHER SERVICES LEVELS WITHIN THE METH-WICK COMMUNITY AND FROM THE SURROUNDING AREA. FREE AND DISCOUNTED CARE IS PROVIDED TO ANY RESIDENT WHO IS UNABLE TO PAY FOR THE SERVICES THEY NEED. 7 RESIDENTS RECEIVED SUCH ASSISTANCE IN THE 2013-14 FISCAL YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,653,851 | ExpenseAmt |
| Revenue | $2,536,412 | RevenueAmt |
| Desc | INDEPENDENT LIVING - PROVIDED 151 INDEPENDENT LIVING UNITS WHICH ALLOW THE RESIDENTS THE OPPORTUNITY TO LIVE INDEPENDENTLY WHILE HAVING ACCESS TO ALL HEALTH, WELLNESS, AND RECREATIONAL SERVICES AVAILABLE ON OUR CAMPUS. ADDITIONALLY, INDEPENDENT LIVING RESIDENTS MAY ADD SERVICES OR TRANSITION TO ANY OTHER LEVEL OF LIVING/CARE PROVIDED ON OUR CAMPUS WHEN NECESSARY TO MEET THEIR NEEDS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $2,459,859 | $2,874,347 | ASSISTED LIVING - OPERATED TWO 32 ROOM ASSISTED LIVING UNITS WHICH PROVIDED 19,043 RESIDENT DAYS OF CARE FOR RESIDENTS TRANSFERRING FROM OTHER SERVICE LEVELS WITHIN THE METH-WICK COMMUNITY AND THE SURROUNDING AREA. FREE AND DISCOUNTED CARE IS PROVIDED TO ANY RESIDENT WHO IS UNABLE TO PAY FOR THE SERVICE THEY NEED. 6 RESIDENTS RECEIVED SUCH ASSISTANCE IN THE 2013-14 FISCAL YEAR. |
| $449,871 | $331,998 | COMMUNITY CARE & BEAUTY SHOP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,909,730 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,206,345 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $12,855,459 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 237 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 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 | ROBIN MIXDORF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3192978601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1224 13TH STREET NW | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524052404 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DEBORAH GERTSEN | ||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY ERNST | ||||||
| VICE CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD JOHNSON | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUE GATES | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KENT BAKER | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY ANDERSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAVERNE FLAGEL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT J BUNTZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL DRAPER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV JAMES HANKE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM HOCHSTETLER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SISTER SUSAN O'CONNOR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT OLSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES RUSSELL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEN HADLEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR MARK TYLER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG ALLEMANG | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARLON BERKHOF | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANNE AUSTAD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUTH NEBERGALL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERICA YODER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN MIXDORF | ||||||
| PRESIDENT | 48.00 | Yes (X) | $178,345 | $0 | $23,002 | |
| RON JAEGER | ||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $92,808 | $0 | $27,610 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $271,153 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $50,612 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | FOOD SERVICE PROVIDER | $1,853,531 |
| MODERN PIPING | |||||
| 500 WALFORD ROAD SW | CEDAR RAPIDS | IA | 52402 | MECHANICAL CONTRACTOR | $315,663 |
| PRIMUS CONSTRUCTION | |||||
| 401 8TH AVE SE | CEDAR RAPIDS | IA | 52401 | CONSTRUCTION CONTRACTOR | $175,816 |
| MILLENNIUM REHAD & CONSULTING INC | |||||
| 4725 MERLE HAY RD | DES MOINES | IA | 50322 | THERAPY PROVIDER | $166,294 |
| APPLEBY & HORN TILE CO | |||||
| PO BOX 1545 | CEDAR RAPIDS | IA | 52406 | CARPET AND FLOORING | $164,676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,165,620 | AllOtherContributionsAmt |
| Noncash Contributions | $42,430 | NoncashContributionsAmt |
| Total Contributions | $1,165,620 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HEALTHCARE FEES | 623000 | $7,311,966 | $7,311,966 |
| RESIDENT FEES | 623000 | $5,166,255 | $5,166,255 |
| ENTRANCE FEES | 623000 | $1,180,750 | $1,180,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,658,971 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $166,985 | TotalRevenueColumnAmt |
| Exclusion | $166,985 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,002 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,002 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,002 | TotalRevenueColumnAmt |
| Exclusion | $3,002 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,210,887 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,203,115 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,772 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,772 | TotalRevenueColumnAmt |
| Exclusion | $7,772 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROOF LICENSE-ANTENNA | Desc |
| Business | 517000 | BusinessCd |
| Total Revenue Column | $18,848 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $18,848 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18,848 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,021,198 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,658,971 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $18,848 | UnrelatedBusinessRevenueAmt |
| Exclusion | $177,759 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,889 | TotalAmt |
| Program Services | $56,778 | ProgramServicesAmt |
| Management And General | $227,111 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,454,983 | TotalAmt |
| Program Services | $4,241,780 | ProgramServicesAmt |
| Management And General | $213,203 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,306 | TotalAmt |
| Program Services | $102,072 | ProgramServicesAmt |
| Management And General | $13,234 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,151,494 | TotalAmt |
| Program Services | $1,086,133 | ProgramServicesAmt |
| Management And General | $65,361 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,683 | TotalAmt |
| Program Services | $313,189 | ProgramServicesAmt |
| Management And General | $27,494 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,149 | TotalAmt |
| Management And General | $31,149 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,548 | TotalAmt |
| Program Services | $7,760 | ProgramServicesAmt |
| Management And General | $42,788 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,248 | TotalAmt |
| Fundraising | $10,248 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,983 | TotalAmt |
| Management And General | $31,983 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,949 | TotalAmt |
| Program Services | $135,949 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,280 | TotalAmt |
| Program Services | $164,280 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,776 | TotalAmt |
| Program Services | $305,651 | ProgramServicesAmt |
| Management And General | $51,125 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,061,830 | TotalAmt |
| Program Services | $1,026,751 | ProgramServicesAmt |
| Management And General | $35,079 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,928 | TotalAmt |
| Program Services | $32,532 | ProgramServicesAmt |
| Management And General | $5,396 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,942 | TotalAmt |
| Program Services | $38,449 | ProgramServicesAmt |
| Management And General | $17,493 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,492 | TotalAmt |
| Program Services | $11,492 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,444,191 | TotalAmt |
| Program Services | $2,358,123 | ProgramServicesAmt |
| Management And General | $86,068 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,089 | TotalAmt |
| Program Services | $198,802 | ProgramServicesAmt |
| Management And General | $17,287 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESIDENT MEALS | $1,821,533 | $1,809,250 | $12,283 |
| REPAIRS & MAINTENANCE | $406,785 | $406,198 | $587 |
| THERAPY & OUTSIDE SERVI | $401,844 | $294,284 | $107,560 |
| FEDERAL INCOME TAX-UBIT | $1,521 | $1,521 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,983 | TotalAmt |
| Program Services | $265,986 | ProgramServicesAmt |
| Management And General | $28,997 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,881,426 | TotalAmt |
| Program Services | $12,855,459 | ProgramServicesAmt |
| Management And General | $1,015,719 | ManagementAndGeneralAmt |
| Fundraising | $10,248 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $737,781 | BOYAmt |
| EOY | $1,694,193 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $807,662 | BOYAmt |
| EOY | $759,697 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,510 | BOYAmt |
| EOY | $326,339 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $631,655 | BOYAmt |
| EOY | $450,063 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,156 | BOYAmt |
| EOY | $251,178 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $57,961,714 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,809,437 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,445,910 | BOYAmt |
| EOY | $20,152,277 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,395,970 | BOYAmt |
| EOY | $5,643,444 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,679,644 | BOYAmt |
| EOY | $29,277,191 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $930,416 | BOYAmt |
| EOY | $1,021,886 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,429,852 | BOYAmt |
| EOY | $9,166,288 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,731,583 | BOYAmt |
| EOY | $5,292,928 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $585,125 | BOYAmt |
| EOY | $265,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,615 | BOYAmt |
| EOY | $276,333 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,903,591 | BOYAmt |
| EOY | $16,022,435 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,545,864 | BOYAmt |
| EOY | $7,208,601 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,264,388 | BOYAmt |
| EOY | $5,080,354 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $965,801 | BOYAmt |
| EOY | $965,801 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,776,053 | BOYAmt |
| EOY | $13,254,756 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,679,644 | BOYAmt |
| EOY | $29,277,191 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,139,772 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $338,931 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,061,639 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $327,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $490,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $303,356 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,165,620 | CurrentTaxYearAmt |
| Total | $3,348,981 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,474,918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,242,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,730,591 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,123,303 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,658,971 | CurrentTaxYearAmt |
| Total | $63,229,864 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,536,557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,569,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,221,327 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,426,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,824,591 | CurrentTaxYearAmt |
| Total | $66,578,845 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $445,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $91,301 | CurrentTaxYearMinus2YearsAmt |
| Total | $536,924 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $445,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $91,301 | CurrentTaxYearMinus2YearsAmt |
| Total | $536,924 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $66,041,921 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,987 | CurrentTaxYearAmt |
| Total | $637,472 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,987 | CurrentTaxYearAmt |
| Total | $637,472 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,794 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,145 | CurrentTaxYearAmt |
| Total | $70,059 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,634,109 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,688,807 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,379,106 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,574,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,009,723 | CurrentTaxYearAmt |
| Total | $67,286,376 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98150 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97040 | PublicSupportPY509Pct |
| Investment Income CY | 0.00950 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00820 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,073,433 | BeginningYearBalanceAmt |
| Contributions | $767,934 | ContributionsAmt |
| Investment Earnings Or Losses | $505,594 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $108,154 | OtherExpendituresAmt |
| Administrative Expenses | $144,741 | AdministrativeExpensesAmt |
| End Year Balance | $5,094,066 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,675,334 | BeginningYearBalanceAmt |
| Contributions | $218,990 | ContributionsAmt |
| Investment Earnings Or Losses | $336,213 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $109,219 | OtherExpendituresAmt |
| Administrative Expenses | $47,885 | AdministrativeExpensesAmt |
| End Year Balance | $4,073,433 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,540,230 | BeginningYearBalanceAmt |
| Contributions | $141,271 | ContributionsAmt |
| Investment Earnings Or Losses | $152,814 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $123,557 | OtherExpendituresAmt |
| Administrative Expenses | $35,424 | AdministrativeExpensesAmt |
| End Year Balance | $3,675,334 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,092,563 | BeginningYearBalanceAmt |
| Contributions | $180,894 | ContributionsAmt |
| Investment Earnings Or Losses | $378,161 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $78,099 | OtherExpendituresAmt |
| Administrative Expenses | $33,289 | AdministrativeExpensesAmt |
| End Year Balance | $3,540,230 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,188,373 | BeginningYearBalanceAmt |
| Contributions | $352,057 | ContributionsAmt |
| Investment Earnings Or Losses | $648,995 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $62,251 | OtherExpendituresAmt |
| Administrative Expenses | $34,611 | AdministrativeExpensesAmt |
| End Year Balance | $3,092,563 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.44220 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18960 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36820 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,079,058 | OtherCostOrOtherBasisAmt |
| Book Value | $1,079,058 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,728,319 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,594,016 | DepreciationAmt |
| Book Value | $17,952,332 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,154,337 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,215,421 | DepreciationAmt |
| Book Value | $1,120,887 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,152,277 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPLICANTS' DEPOSITS | Desc |
| Amt | $276,333 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $276,333 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,360,129 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $338,931 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $338,931 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,021,198 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,021,198 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,881,426 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,881,426 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,881,426 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS PROVIDE A SOURCE FOR FURNISHING FREE AND DISCOUNTED CARE TO RESIDENTS OF THE METH-WICK COMMUNITY WHO HAVE SUBSTANTIALLY DEPLETED THEIR RESOURCES. THE BOARD OF DIRECTORS FOLLOW THE POLICY OF RETAINING A SET PERCENTAGE OF THE INTEREST INCOME EARNED ON THE FUNDS AND USING THE REMAINDER FOR RESIDENT CARE. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS RECOGNIZED THE ORGANIZATION AS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE ACCOUNTING GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. IN ACCORDANCE WITH THAT GUIDANCE, MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE IS NO LIABILITY TO RECORD. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE MARCH 31, 2011. THE ORGANIZATION HAS NOT BEEN NOTIFIED OF ANY IMPENDING EXAMINATION BY TAX AUTHORITIES AND NO EXAMINATIONS ARE IN PROCESS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN MIXDORF | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $136,845 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $41,500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,388 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $17,614 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $201,347 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CITY OF ROBINS IOWA | ||||||||
| A | 420887558 | NONEAVAIL | 2009-08-12 | $3,038,887 | AMEND 8/16/99 BOND ISSUE (BLDG) | 0 | 0 | 0 |
| LINN COUNTY IOWA | ||||||||
| B | 426004338 | NONEAVAIL | 2009-09-29 | $4,100,000 | CONSTRUCTION-TOWN CENTER ADDITION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $1,223,361 | $3,038,887 | $28,661 | $3,010,226 | 2000 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $622,598 | $4,100,000 | $60,000 | $4,040,000 | 2010 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $42,430 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE CHIEF EXECUTIVE WILL SIGN AND CERTIFY THAT THE IRS FORM 990 IS ACCURATE AND COMPLETE. THE FINANCIAL COMMITTEE WILL REVIEW AND APPROVE THE IRS FORM 990 ANNUAL TAX FILING PRIOR TO SUBMISSION, AND THE FULL BOARD SHALL RECEIVE A COPY OF THE IRS FORM 990 IMMEDIATELY PRIOR TO THE DATE OF SUBMISSION FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD OF DIRECTORS CONFLICT OF INTEREST POLICY PURPOSE THE PURPOSE OF THE CONFLICT OF INTEREST POLICY IS TO PROTECT THE METH-WICK COMMUNITY, INC.'S INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE ORGANIZATION OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. THIS POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE ANY APPLICABLE STATE AND FEDERAL LAWS GOVERNING CONFLICT OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE ORGANIZATIONS. DEFINITIONS 1. INTERESTED PERSON ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BELOW, IS AN INTERESTED PERSON. 2. FINANCIAL INTEREST A PERSON HAS A FINANCIAL INTEREST IF THE PERSON HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS, INVESTMENT, OR FAMILY: A. AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, B. A COMPENSATION ARRANGEMENT WITH THE ORGANIZATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, OR C. A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. COMPENSATION INCLUDES DIRECT AND INDIRECT REMUNERATION AS WELL AS GIFTS OR FAVORS THAT ARE NOT INSUBSTANTIAL. A FINANCIAL INTEREST IS NOT NECESSARILY A CONFLICT OF INTEREST. A PERSON WHO HAS A FINANCIAL INTEREST MAY HAVE A CONFLICT OF INTEREST ONLY IF THE APPROPRIATE GOVERNING BOARD OR COMMITTEE DECIDES THAT A CONFLICT OF INTEREST EXISTS. PROCEDURES 1. DUTY TO DISCLOSE IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 4. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY A. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING A MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE CORRECTIVE ACTION. RECORDS OF PROCEEDINGS THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: A. THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. B. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. COMPENSATION A. A VOTING MEMBER OF THE GOVERNING BOARD WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. B. A VOTING MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. C. NO VOTING MEMBER OF THE GOVERNING BOARD OR ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION. ANNUAL STATEMENTS EACH DIRECTOR, PRINCIPAL, OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. |
| FORM 990, PART VI, SECTION B, LINE 15A | EXECUTIVE COMPENSATION POLICY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF THE METH-WICK COMMUNITY, INC. HAS GENERAL OVERSIGHT OF THE YEARLY EVALUATION OF THE CHIEF EXECUTIVE OF THE ORGANIZATION AND IS THE AUTHORIZED BODY TO DETERMINE COMPENSATION ARRANGEMENTS FOR THE CHIEF EXECUTIVE. THE CHAIRPERSON OF THE BOARD WILL NOTIFY THE BOARD OF DIRECTORS OF THE ANNUAL EVALUATION AND SEEK THEIR INPUT ALONG WITH INPUT FROM THE SENIOR MANAGEMENT STAFF AND SELECTED RESIDENT REPRESENTATIVES. THE EVALUATION WILL BE CONDUCTED ON A TIMELY BASIS TO COINCIDE WITH THE ANNUAL BUDGETING PROCESS. THE EXECUTIVE COMMITTEE WILL: -ENSURE THAT THE COMPENSATION ARRANGEMENT IS APPROVED BY A COMMITTEE COMPOSED ENTIRELY OF INDIVIDUALS WHO HAVE NO CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. -OBTAIN APPROPRIATE DATA AS TO SALARY COMPARABILITY TO BE USED IN THE DECISION MAKING PROCESS. -ADEQUATELY DOCUMENT THE BASIS FOR ITS DETERMINATION OF THE COMPENSATION PACKAGE. APPROPRIATE DATA FOR COMPARABILITY WILL INCLUDE COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS, FOR FUNCTIONALLY COMPARABLE POSITIONS; THE AVAILABILITY OF SIMILAR SERVICE IN THE GEOGRAPHIC AREA OF THE ORGANIZATION; CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS; AND ACTUAL WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE PERSON. THE COMMITTEE WILL MEET INDEPENDENT OF THE CHIEF EXECUTIVE TO DISCUSS PERFORMANCE RELATIVE TO THE POSITION DESCRIPTION AND IDENTIFIED PERFORMANCE GOALS. ONCE CONSENSUS IS REACHED REGARDING PERFORMANCE, A SIMILAR DISCUSSION IS HELD CONCERNING COMPENSATION RELATIVE TO THE ESTABLISHED OBJECTIVES. THE COMMITTEE AND/OR THE BOARD CHAIR WILL MEET WITH THE CHIEF EXECUTIVE TO DISCUSS AND DOCUMENT STRENGTHS, WEAKNESSES AND GOALS FOR THE UPCOMING YEAR. COMPENSATION FOR THE UPCOMING YEAR IS TO BE DISCUSSED AND DOCUMENTED AS WELL. THE COMMITTEE WILL PRESENT ITS FINDINGS AND RESULTING EXECUTIVE COMPENSATION PACKAGE TO THE FULL BOARD IN AN EXECUTIVE SESSION WITHOUT THE CHIEF EXECUTIVE PRESENT. SENIOR MANAGEMENT STAFF COMPENSATION PROCEDURE THE CHIEF EXECUTIVE OF THE METH-WICK COMMUNITY, INC. HAS GENERAL OVERSIGHT OF THE YEARLY EVALUATION OF THE SENIOR MANAGEMENT STAFF OF THE ORGANIZATION AND IS THE AUTHORIZED BODY TO DETERMINE COMPENSATION ARRANGEMENTS FOR THE SENIOR MANAGEMENT STAFF. THE DIRECTOR OF HUMAN RESOURCES OF THE METH-WICK COMMUNITY WILL NOTIFY THE CHIEF EXECUTIVE OF THE NECESSARY ANNUAL EVALUATIONS. THE EVALUATIONS WILL BE CONDUCTED ON A TIMELY BASIS TO COINCIDE WITH THE ANNUAL BUDGETING PROCESS. THE CHIEF EXECUTIVE WILL: -ENSURE THAT THERE IS NO CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. -OBTAIN APPROPRIATE DATA AS TO SALARY COMPARABILITY TO BE USED IN THE DECISION MAKING PROCESS. -ADEQUATELY DOCUMENT THE BASIS FOR ITS DETERMINATION OF THE COMPENSATION PACKAGE. APPROPRIATE DATA FOR COMPARABILITY WILL INCLUDE COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS, FOR FUNCTIONALLY COMPARABLE POSITIONS; THE AVAILABILITY OF SIMILAR SERVICE IN THE GEOGRAPHIC AREA OF THE ORGANIZATION; CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS; AND ACTUAL WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE PERSON. THE CHIEF EXECUTIVE WILL MEET WITH THE SENIOR EXECUTIVE STAFF TO DISCUSS AND DOCUMENT STRENGTHS, WEAKNESSES AND GOALS FOR THE UPCOMING YEAR. COMPENSATION FOR THE UPCOMING YEAR IS TO BE DISCUSSED AND DOCUMENTED AS WELL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CHIEF EXECUTIVE OF THE METH-WICK COMMUNITY, INC. IS RESPONSIBLE FOR MAKING THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. THE GENERAL PUBLIC CAN REQUEST COPIES OF THESE DOCUMENTS BY CONTACTING THE CHIEF EXECUTIVE AT THE METH-WICK COMMUNITY, INC., 1224 13TH STREET NW, CEDAR RAPIDS, IA 52405. THE REQUEST CAN BE MADE IN PERSON OR IN WRITING. |