UNITED PRESBYTERIAN HOME: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED PRESBYTERIAN HOME (EIN 42-0713662)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-24
- IRS object ID
- 201302059349300705
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-07-24T09:04:08-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420732909 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYUN GIVENS & COMPANY PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 100TH STREET SUITE 301 | AddressLine1 |
| City | URBANDALE | City |
| State | IA | State |
| ZIP Code | 50322 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420713662 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNITED PRESBYTERIAN HOME OF WASHINGTON IOWA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 3196535473 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1203 EAST WASHINGTON STREET | AddressLine1 |
| City | WASHINGTON | City |
| State | IA | State |
| ZIP Code | 523532198 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL D MOORE | Name |
| Title | CEO | Title |
| Phone | 3196535473 | Phone |
| Date Signed | 2013-07-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CURTIS E BRAND CPA | Name |
| PTIN | P00299230 | PTIN |
| Phone | 5152253141 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL D MOORE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1203 EAST WASHINGTON STREET | AddressLine1 |
| City | WASHINGTON | City |
| State | IA | State |
| ZIP Code | 523532198 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7748488 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | UPHOME.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1947 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF UNITED PRESBYTERIAN HOME, GUIDED BY CHRISTIAN COMPASSION, CONCERN AND STEWARDSHIP, IS TO PROVIDE SENIORS WITH QUALITY SERVICES, CARE AND HOUSING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 124 | TotalNbrEmployees |
| Total Nbr Volunteers | 118 | TotalNbrVolunteers |
| Total Gross UBI | 1507 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 152344 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1868173 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5862083 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5852604 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 23309 | InvestmentIncomePriorYear |
| Investment Income Current Year | 24097 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -542 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6037194 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7744874 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3211866 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3413913 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2621658 | OtherExpensePriorYear |
| Other Expenses Current Year | 3285215 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5833524 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6699128 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 203670 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1045746 | RevenuesLessExpensesCY |
| Total Assets BOY | 11858866 | TotalAssetsBOY |
| Total Assets EOY | 12875444 | TotalAssetsEOY |
| Total Liabilities BOY | 8872287 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8802532 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2986579 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4072912 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF UNITED PRESBYTERIAN HOME, GUIDED BY CHRISTIAN COMPASSION, CONCERN AND STEWARDSHIP, IS TO PROVIDE SENIORS WITH QUALITY SERVICES, CARE AND HOUSING. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5822410 | Expense |
| Revenue | 5640883 | Revenue |
| Description | HOLISTIC APPROACH TO LONG-TERM CARE FOR THE ELDERLY TO MAINTAIN INDIVIDUAL AT HIGHEST PRACTICAL LEVEL OF FUNCTIONING. PROVIDED HOUSING AND NURSING CARE PATIENT DAYS: ICF 8,758, SKILLED 1,449, MEDICAID 7,630, ASSISTED LIVING AND RESIDENTIAL 48,370 FOR A TOTAL OF 65,907 PATIENT DAYS. | Description |
| Total Program Service Expense | 5822410 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 124 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL D MOORE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3196535473 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1203 EAST WASHINGTON STREET | AddressLine1 |
| City | WASHINGTON | City |
| State | IA | State |
| ZIP Code | 523532198 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JAMES E LLOYD | ||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| ROBERT G HUBER | ||||||
| VICE-CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| JIM CUDDEBACK | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| DEBORAH SCHOENFELDER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| REV FORREST KRUMMEL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CHARLES E POLAND | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DAVID MAUPIN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| RICHARD K SCHMIDT | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SANDY DUNLAP | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JEAN ROBERTSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BILL STEWART | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BRUCE WALKER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOANN TORPEY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| NANCY ROSS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOHN THORNE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOHN STALEY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MICHAEL D MOORE | ||||||
| CEO | 50.00 | X | 136271 | 0 | 2414 | |
| ERIN DRAHOTA | ||||||
| COO/ADMINISTRATOR | 45.00 | X | 44941 | 0 | 11424 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 181212 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 13838 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MORRISON MANAGEMENT SPECIALIST | |||||
| 5801 PEACHTREE DUNWOODY RD | ATLANTA | GA | 30342 | FOOD MANAGEMENT CONTRACTOR | 688080 |
| AEGIS THERAPIES INC | |||||
| 7160 DALLAS PARKWAY STE 400 | PLANO | TX | 75024 | THERAPY CONTRACTOR | 327154 |
| SHAW ELECTRIC INC | |||||
| 930 EAST RIVER DRIVE | DAVENPORT | IA | 52803 | GENERAL CONTRACTOR | 157771 |
| STATLER CONSTRUCTION | |||||
| 1655 HWY 1 | WASHINGTON | IA | 52353 | CONSTRUCTION CONTRACTOR | 113673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 1868173 | AllOtherContributions |
| Noncash Contributions | 18221 | NoncashContributions |
| Total Contributions | 1868173 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| RESIDENT SERVICES | 623000 | 3313754 | 3313754 | |
| MEDICAID/MEDICARE PAYM | 623000 | 2327129 | 2327129 | |
| DAY CARE | 623000 | 107351 | $107,351 | |
| MEALS | 623000 | 104370 | $104,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5852604 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22590 | TotalRevenueColumn |
| Exclusion | $22,590 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 5121 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 3614 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1507 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1507 | TotalRevenueColumn |
| Unrelated Business Revenue | 1507 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7744874 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5640883 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1507 | UnrelatedBusinessRevenue |
| Exclusion | $234,311 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181212 | Total |
| Management And General | 181212 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2774044 | Total |
| Program Services | 2651706 | ProgramServices |
| Management And General | 122338 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63021 | Total |
| Program Services | 56506 | ProgramServices |
| Management And General | 6515 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167464 | Total |
| Program Services | 156284 | ProgramServices |
| Management And General | 11180 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228172 | Total |
| Program Services | 208497 | ProgramServices |
| Management And General | 19675 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16360 | Total |
| Management And General | 16360 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5529 | Total |
| Program Services | 5529 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21453 | Total |
| Program Services | 5412 | ProgramServices |
| Management And General | 16041 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48826 | Total |
| Program Services | 12663 | ProgramServices |
| Management And General | 36163 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 999097 | Total |
| Program Services | 929827 | ProgramServices |
| Management And General | 69270 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4491 | Total |
| Management And General | 4491 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6533 | Total |
| Program Services | 6533 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 656308 | Total |
| Program Services | 656308 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36392 | Total |
| Program Services | 36392 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICARE COSTS | 427625 | 427625 | |
| LOSS ON BOND REFINANCE | 363491 | 363491 | |
| FOOD AND SUPPLEMENTS | 287830 | 287830 | |
| SUPPLIES AND EQUIPMENT | 277883 | 277883 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133397 | Total |
| Program Services | 103415 | ProgramServices |
| Management And General | 29982 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6699128 | Total |
| Program Services | 5822410 | ProgramServices |
| Management And General | 876718 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23394 | BOY |
| EOY | 26441 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155434 | BOY |
| EOY | 1184388 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 403889 | BOY |
| EOY | 334457 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31857 | BOY |
| EOY | 31742 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7158 | BOY |
| EOY | 207 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 23095382 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13148717 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9025419 | BOY |
| EOY | 9946665 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1148461 | BOY |
| EOY | 799168 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1063254 | BOY |
| EOY | 552376 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11858866 | BOY |
| EOY | 12875444 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 464900 | BOY |
| EOY | 419521 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4327944 | BOY |
| EOY | 4445618 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3865000 | BOY |
| EOY | 3787912 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137255 | BOY |
| EOY | 77337 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77188 | BOY |
| EOY | 72144 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8872287 | BOY |
| EOY | 8802532 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1999191 | BOY |
| EOY | 3098763 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 405598 | BOY |
| EOY | 392359 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 581790 | BOY |
| EOY | 581790 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2986579 | BOY |
| EOY | 4072912 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11858866 | BOY |
| EOY | 12875444 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1045746 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 49576 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -8989 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 110061 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 123143 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 109473 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 152344 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1868173 | CurrentTaxYear |
| Total | 2363194 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4566071 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4694260 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5075565 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5685851 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5640884 | CurrentTaxYear |
| Total | 25662631 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 168798 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 167584 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 176232 | CurrentTaxYearMinus1Year |
| Current Tax Year | 211721 | CurrentTaxYear |
| Total | 724335 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4676132 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4986201 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5352622 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6014427 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7720778 | CurrentTaxYear |
| Total | 28750160 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 76984 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27906 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49835 | CurrentTaxYearMinus1Year |
| Current Tax Year | 56425 | CurrentTaxYear |
| Total | 211150 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 76984 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27906 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49835 | CurrentTaxYearMinus1Year |
| Current Tax Year | 56425 | CurrentTaxYear |
| Total | 211150 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 28539010 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14669 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9932 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11093 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23309 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22590 | CurrentTaxYear |
| Total | 81593 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14669 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9932 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11093 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23309 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22590 | CurrentTaxYear |
| Total | 81593 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4690801 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4996133 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5363715 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6037736 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7743368 | CurrentTaxYear |
| Total | 28831753 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98980 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99010 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00280 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00400 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 575819 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 6389 | InvestmentEarningsOrLosses |
| Other Expenditures | 418 | OtherExpenditures |
| End Of Year Balance | 581790 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 581790 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -5554 | InvestmentEarningsOrLosses |
| Other Expenditures | 417 | OtherExpenditures |
| End Of Year Balance | 575819 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 575607 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 14163 | InvestmentEarningsOrLosses |
| Other Expenditures | 7980 | OtherExpenditures |
| End Of Year Balance | 581790 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 493511 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 82531 | InvestmentEarningsOrLosses |
| Other Expenditures | 435 | OtherExpenditures |
| End Of Year Balance | 575607 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 603879 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -108424 | InvestmentEarningsOrLosses |
| Other Expenditures | 1944 | OtherExpenditures |
| End Of Year Balance | 493511 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 116913 | OtherCostOrOtherBasis |
| Book Value | 116913 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20536979 | OtherCostOrOtherBasis |
| Depreciation | 11683696 | Depreciation |
| Book Value | 8853283 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2441490 | OtherCostOrOtherBasis |
| Depreciation | 1465021 | Depreciation |
| Book Value | 976469 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9946665 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PROJECT FUND | 189172 | F |
| BENEVOLENT FUND | 171387 | F |
| PERMANENTLY RESTRICTED FUNDS | 388331 | F |
| TEMPORARILY RESTRICTED FUNDS | 50278 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 799168 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE ENDOWMENTS LIABILITY | $14,298 |
| RESIDENT LOANS PAYABLE | $57,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 72144 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 7785461 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 49576 | NetUnrealizedGainsInvestments |
| Other Revenues | -8989 | OtherRevenues |
| Revenue Not Rptd F990 | 40587 | RevenueNotRptdF990 |
| Revenue Subtotal | 7744874 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7744874 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6699128 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6699128 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6699128 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS ARE TO BE USED FOR BENEVOLENT AND CHARITABLE CARE FOR RESIDENTS, EMPLOYEE RECOGNITION AND EDUCATION, AND OPERATIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGES IN VALUE OF CHARITABLE REMAINDER TRUSTS -8,989. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE POLICY OF THE BOARD OF DIRECTORS IS TO PRESENT THE FORM 990 TO THE FULL BOARD OF DIRECTORS INCLUDING SIGNIFICANT SCHEDULES. EACH MEMBER OF THE BOARD OF DIRECTORS WILL RECEIVE A COPY OF THE FORM 990 PRIOR TO SUBMISSION OF THE FORM TO THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS ARE REQUIRED TO READ AND UNDERSTAND THE CONFLICTS OF INTEREST POLICY, AND ALL BOARD MEMBERS ARE REQUIRED, ON AN ANNUAL BASIS, TO COMPLETE AND SIGN AN ANNUAL STATEMENT OF COMPLIANCE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | WHEN HIRING THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES, AND THEREAFTER ON AN ANNUAL BASIS, THE BOARD WILL PERFORM A THOROUGH REVIEW TO DETERMINE SUITABLE COMPENSATION. THE PROCESS INCLUDES A REVIEW OF COMPARABILITY DATA BY THE BOARD OF DIRECTORS OR AN INDEPENDENT COMPENSATION CONSULTANT. EACH YEAR THE BOARD WILL REVIEW THE COST OF LIVING INDEX, LEADINGAGE IOWA WAGE AND BENEFITS SURVEY, YEARS OF SERVICE AND THE LEADINGAGE NATIONAL WAGE AND BENEFIT SURVEY. THE BOARD WILL RETAIN DOCUMENTATION OF THE DELIBERATION AND FINAL DECISION. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FORM 990 AND FORM 1023 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. COPIES WILL BE PROVIDED IMMEDIATELY IN THE CASE OF IN-PERSON REQUESTS. REQUESTS RECEIVED BY WRITTEN, PHONE, FAX OR EMAIL MEANS WILL BE HONORED BY DIRECTING THE REQUESTORS TO OUR WEBSITE. THE CURRENT FORM 990, EXCLUDING SCHEDULE B, AND FORM 1023 CAN BE FOUND ON THE ORGANIZATION'S WEBSITE IN ADOBE FORMAT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS OFFICE IN WASHINGTON, IOWA. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE TRUST RECEIVABLE -8,989. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT RELATING TO THE AUDIT OF THE FINANCIAL STATEMENTS. THE BOARD OF DIRECTORS IS ALSO RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. | OVERSIGHT OF FINANCIAL STATEMENT AUDIT |