JONES-HARRISON RESIDENCE CORPORATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JONES-HARRISON RESIDENCE CORPORATION (EIN 41-0693899)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-15
- IRS object ID
- 201312279349301616
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-15T10:22:09-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 NICOLLET MALL SUITE 1100 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410693899 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES-HARRISON RESIDENCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JONE | NameControl |
| Phone | 6129202030 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 CEDAR LAKE AVENUE | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55416 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | COLLEEN REMPFER | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 6129202030 | Phone |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TODD A JACKSON | Name |
| PTIN | P00092672 | PTIN |
| Phone | 6123324300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | COLLEEN REMPFER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 CEDAR LAKE AVENUE | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55416 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16126461 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JONES-HARRISON.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | HONORING THE FULL CIRCLE OF LIFE. JONES-HARRISON RESIDENCE IS DEDICATED TO CONTINUING OUR CENTURY-LONG TRADITION OF OFFERING INNOVATIVE PROGRAMS AND SUPPORTIVE SERVICES TO OLDER ADULTS IN A LOVING, GRACIOUS SETTING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 327 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 609089 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 556356 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 15690071 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15524544 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14355 | InvestmentIncomePriorYear |
| Investment Income Current Year | -22666 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16313515 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16058234 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13318 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9205 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10159331 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10111385 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 117246 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7080013 | OtherExpensePriorYear |
| Other Expenses Current Year | 6855171 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17252662 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16975761 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -939147 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -917527 | RevenuesLessExpensesCY |
| Total Assets BOY | 25182111 | TotalAssetsBOY |
| Total Assets EOY | 24607736 | TotalAssetsEOY |
| Total Liabilities BOY | 14689893 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14567790 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10492218 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10039946 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | JONES-HARRISON RESIDENCE IS A NON-PROFIT CORPORATION WHICH OWNS AND OPERATES A 163 BED LONG TERM CARE FACILITY PROVIDING SKILLED AND INTERMEDIATE LEVELS OF NURSING CARE AND AN ASSISTED LIVING FACILITY WITH 54 UNITS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 14291317 | Expense |
| Revenue | 12183457 | Revenue |
| Description | SKILLED NURSING CARE - LONG TERM AND SHORT TERM. LONG-TERM - JONES-HARRISON PROVIDES A PERMANENT HOME FOR RESIDENTS WHO NEED ROUND THE CLOCK NURSING ASSISTANCE. WE ASSESS EACH RESIDENT'S HEALTH, EMOTIONAL AND SPRITITUAL NEEDS, AND PROVIDE THE NECESSARY ASSISTANCE TO ENSURE THE BEST QUALITY OF LIFE IN A SAFE, SECURE ENVIRONMENT. OUR MEMORY CARE FLOOR CONSISTS OF 5 NEIGHBORHOODS WITH BRIGHT MURALS AND UNIQUE ENVIRONMENTS. EACH NEIGHBORHOOD HAS A FAMILY GREATROOM WITH A FUNCTIONING KITCHEN AND ALL MEALS ARE SERVED THERE EVERYDAY. EACH AND EVERY ASPECT GIVES RESIDENTS A FEELING OF COMFORT AND FAMILIARITY, AND MOST OF ALL, A SENSE OF HOME. SHORT TERM - OUR IN HOUSE THERAPY DEPARTMENT ALLOWS US TO PROVIDE INTENSIVE THERAPY IN 3 PRIMARY AREAS: PHYSICAL, OCCUPATIONAL, AND SPEECH. NURSES ARE STAFFED AROUND THE CLOCK AND THE STRONG RELATIONSHIP BETWEEN OUR NURSING AND THERAPY STAFFS ASSURES OUR DAILY INTERACTIONS ARE IN TUNE WITH THE RESTORATIVE PLAN FOR THE RESIDENT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 198310 | Expense |
| Revenue | 122354 | Revenue |
| Description | WELLNESS CENTER AND ARTHRITIS SERVICES - THE WASIE WELLNESS CENTER IS OUR REVOLUTIONARY CENTER FOR WELLNESS AND ARTHRITIS CARE. PROGRAMS ARE CUSTOMIZED TO EACH INDIVIDUAL TO HELP CLIENTS STAY ACTIVE AND STRONG. COMPLETE WITH A WARM WATER THERAPY POOL, HIGH TECH FITNESS MACHINES, MASSAGE THERAPY, AND A JUICE BAR, WE TAKE FITNESS FOR OLDER ADULTS TO A WHOLE NEW LEVEL. THE WELLNESS CENTER OFFERS A VARIETY OF HOLISTIC WATER AND LAND BASED PROGRAMS, INCLUDING CHOICES LIKE TI CHI AND YOGA. THERE'S ALSO AN IN-HOUSE MASSAGE THERAPIST TO HELP GET OUT ALL THE KINKS. ARTHRITIS CARE RANGES FROM COMFORT MODALITIES AND LAND/WARM WATER EXERCISES TO SIMPLE, CUSTOM ALTERATIONS TO A RESIDENT'S ROOM. SERVICES INCLUDE CONSULTATIONS, WARM WATER POOL EXERCISE, PARAFFIN WAXES, HOT PACK TREATMENTS, STRENGTH TRAINING, MASSAGE, AND FLEXIBILITY EXERCISES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 472755 | Expense |
| Revenue | 868566 | Revenue |
| Description | HOME CARE FOR ASSISTED LIVING RESIDENTS - THE MAJORITY OF OUR RESIDENTS NEED SOME LEVEL OF ASSISTANCE WITH THEIR DAILY NEEDS. THIS MAY INCLUDE MEDICINE SET UP AND ADMINISTRATION, HELP WITH PERSONAL CARE, LAUNDRY, HEALTHCARE AND SUPPORTIVE CARE SERVICES. WE'RE STAFFED DURING OFFICE HOURS WITH AN RN/LPN AND HOME HEALTH AIDES ARE ON DUTY 24 HOURS A DAY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 127097 | Expense |
| Revenue | 2152793 | Revenue |
| Description | ASSISTED LIVING - IT'S NOT ONLY THE COMFORTABLE APARTMENTS THAT MAKE ASSISTED LIVING AT JONES-HARRISON SO SPECIAL. WE ALSO PROVIDE MANY OPPORTUNITIES TO ENJOY LIFE, DEEPEN EXISTING FRIENDSHIPS AND GAIN NEW FRIENDSHIPS. THE FOLLOWING SERVICES ARE BROUGHT DIRECTLY TO JONES-HARRISON ASSISTED LIVING RESIDENTS; DRY CLEANING, ON-SITE BEAUTY, BARBER AND GIFT SHOPS, GUEST MEALS, AUDIOLOGIST, OPHTHALMOLOGIST, PODIATRIST, CONSULTING PSYCHOLOGIST, PHYSICIAN VISITS, DENTAL SERVICES AND TRANSPORTATION TO DOCTORS ON TUESDAYS, AND PHARMACY AND LAB SERVICES. WE ALSO PROVIDE DAILY ACTIVITIES AND WEEKLY EVENT OUTINGS FOR OUR RESIDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 127097 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 2152793 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 15089479 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | 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 | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 357 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 327 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6129202030 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 CEDAR LAKE AVENUE | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55416 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| BARBARA LOUIS | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| MARY THORPE-MEASE | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| MARCIA DIRACLES | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| JULIE DITZLER | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| SHARON AADALEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GINI KIRSCHT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JENNIFER ANDERSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DELORES FLETCHER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARY KILLIAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LARRY KRIEDBERG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LESLIE NOVICH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SANDY SCHULZ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DONNA WONG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LOWELL BERGGREN | |||||||
| PRESIDENT/CEO | 40.00 | X | 167203 | 0 | 37770 | ||
| COLLEEN REMPFER | |||||||
| CFO | 40.00 | X | 103282 | 0 | 9470 | ||
| JOANN BUYTENDORP | |||||||
| ADMINISTRATOR | 40.00 | 106953 | 0 | 3312 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 377438 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 50552 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVIANDS | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 W COUNTY ROAD B SUITE 300 | AddressLine1 |
| City | ROSEVILLE | City |
| State | MN | State |
| ZIP Code | 55113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | FOOD SERVICE | DescriptionOfServices |
| Compensation | 1811313 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Related Organizations | 500000 | RelatedOrganizations |
| All Other Contributions | 56356 | AllOtherContributions |
| Total Contributions | 556356 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM SERVICE REVENU | 623000 | 15233383 | 15233383 |
| MISCELLANEOUS REVENUE | 623000 | 143043 | 143043 |
| WELLNESS CENTER REVUE | 621400 | 101020 | 101020 |
| MEAL REVENUE | 623000 | 28586 | 28586 |
| GIFT SHOP/MASSAGE REVE | 623000 | 18512 | 18512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15524544 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13516 | TotalRevenueColumn |
| Exclusion | $13,516 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 32045 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 68227 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -36182 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -36182 | TotalRevenueColumn |
| Exclusion | -$36,182 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16058234 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15524544 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$22,666 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9205 | Total |
| Program Services | 9205 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301956 | Total |
| Program Services | 267544 | ProgramServices |
| Management And General | 31700 | ManagementAndGeneral |
| Fundraising | 2712 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8218824 | Total |
| Program Services | 7282174 | ProgramServices |
| Management And General | 862841 | ManagementAndGeneral |
| Fundraising | 73809 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137827 | Total |
| Program Services | 123438 | ProgramServices |
| Management And General | 14389 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 732765 | Total |
| Program Services | 656264 | ProgramServices |
| Management And General | 76501 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 720013 | Total |
| Program Services | 644844 | ProgramServices |
| Management And General | 75169 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33827 | Total |
| Program Services | 30295 | ProgramServices |
| Management And General | 3532 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47291 | Total |
| Program Services | 42354 | ProgramServices |
| Management And General | 4937 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3642 | Total |
| Program Services | 3262 | ProgramServices |
| Management And General | 380 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 561311 | Total |
| Program Services | 502711 | ProgramServices |
| Management And General | 58600 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54261 | Total |
| Program Services | 48597 | ProgramServices |
| Management And General | 5664 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92715 | Total |
| Program Services | 81582 | ProgramServices |
| Management And General | 9510 | ManagementAndGeneral |
| Fundraising | 1623 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48222 | Total |
| Program Services | 35271 | ProgramServices |
| Management And General | 4111 | ManagementAndGeneral |
| Fundraising | 8840 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8234 | Total |
| Program Services | 7375 | ProgramServices |
| Management And General | 859 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18496 | Total |
| Program Services | 16566 | ProgramServices |
| Management And General | 1930 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 704652 | Total |
| Program Services | 631087 | ProgramServices |
| Management And General | 73565 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1381064 | Total |
| Program Services | 1236881 | ProgramServices |
| Management And General | 144183 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148248 | Total |
| Program Services | 132771 | ProgramServices |
| Management And General | 15477 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACTED SERVICES/OUT | 2058849 | 1843906 | 214943 | |
| SUPPLIES | 739388 | 661964 | 77164 | 260 |
| UTILITIES | 525622 | 470748 | 54874 | |
| MISCELLANEOUS | 110527 | 76676 | 8938 | 24913 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318822 | Total |
| Program Services | 283964 | ProgramServices |
| Management And General | 29769 | ManagementAndGeneral |
| Fundraising | 5089 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16975761 | Total |
| Program Services | 15089479 | ProgramServices |
| Management And General | 1769036 | ManagementAndGeneral |
| Fundraising | 117246 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 405422 | BOY |
| EOY | 1053206 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52912 | BOY |
| EOY | 36007 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1466552 | BOY |
| EOY | 1002122 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151419 | BOY |
| EOY | 167838 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19387 | BOY |
| EOY | 39344 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 34885664 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21761416 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14309974 | BOY |
| EOY | 13124248 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2028882 | BOY |
| EOY | 2095368 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6747563 | BOY |
| EOY | 7089603 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25182111 | BOY |
| EOY | 24607736 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1589637 | BOY |
| EOY | 1742507 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12965000 | BOY |
| EOY | 12700000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75256 | BOY |
| EOY | 55476 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60000 | BOY |
| EOY | 69807 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14689893 | BOY |
| EOY | 14567790 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3057374 | BOY |
| EOY | 2183589 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7262988 | BOY |
| EOY | 7684501 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171856 | BOY |
| EOY | 171856 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10492218 | BOY |
| EOY | 10039946 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25182111 | BOY |
| EOY | 24607736 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -917527 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 465255 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 745974 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 559583 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 651078 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 609089 | CurrentTaxYearMinus1Year |
| Current Tax Year | 556356 | CurrentTaxYear |
| Total | 3122080 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15544481 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16151648 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15638781 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15673233 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15524544 | CurrentTaxYear |
| Total | 78532687 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16290455 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16711231 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16289859 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16282322 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16080900 | CurrentTaxYear |
| Total | 81654767 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15229 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50671 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41148 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 149732 | CurrentTaxYearMinus1Year |
| Current Tax Year | 87387 | CurrentTaxYear |
| Total | 344167 | 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 Minus4 Years | 15229 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50671 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41148 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 149732 | CurrentTaxYearMinus1Year |
| Current Tax Year | 87387 | CurrentTaxYear |
| Total | 344167 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 81310600 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 59651 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8197 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26201 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26185 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13156 | CurrentTaxYear |
| Total | 133390 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 59651 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8197 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26201 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26185 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13156 | CurrentTaxYear |
| Total | 133390 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16350106 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16719428 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16316060 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16308507 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16094056 | CurrentTaxYear |
| Total | 81788157 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99420 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99400 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00160 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00240 | 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1424712 | OtherCostOrOtherBasis |
| Book Value | 1424712 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26605164 | OtherCostOrOtherBasis |
| Depreciation | 16691916 | Depreciation |
| Book Value | 9913248 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 296685 | OtherCostOrOtherBasis |
| Depreciation | 187087 | Depreciation |
| Book Value | 109598 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6388221 | OtherCostOrOtherBasis |
| Depreciation | 4805604 | Depreciation |
| Book Value | 1582617 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 170882 | OtherCostOrOtherBasis |
| Depreciation | 76809 | Depreciation |
| Book Value | 94073 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13124248 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MONEY MARKET | 974802 | F |
| CORPORATE DEBT SECURITIES | 17607 | F |
| CORPORATE EQUITY SECURITIES | 18294 | F |
| CARECHOICE SECURITIES | 95300 | F |
| CASH AND CASH EQUIVALENTS | 4061 | F |
| PERPETUAL TRUSTS | 156250 | F |
| CHARITABLE GIFT ANNUITY AGREEMNTS | 829054 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2095368 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTEREST IN JOINT VENTURES | 6818377 |
| DEFERRED FINANCING COSTS SERIES 2005 BONDS | 271226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7089603 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNEARNED REVENUE | Description |
| Amount | $69,807 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 69807 | TotalOfAmounts |
| Total Revenue | 16058234 | TotalRevenue |
| Total Expenses | 16975761 | TotalExpenses |
| Excess Or Deficit For Year | -917527 | ExcessOrDeficitForYear |
| Other | $465,255 | OtherAmount |
| Total Adjustments | 465255 | TotalAdjustments |
| Excess Or Deficit Per FS | -452272 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 16494923 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 103552 | NetUnrealizedGainsInvestments |
| Other Revenues | 361703 | OtherRevenues |
| Revenue Not Rptd F990 | 465255 | RevenueNotRptdF990 |
| Revenue Subtotal | 16029668 | RevenueSubtotal |
| Other Revenues Not Included | 28566 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 28566 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16058234 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16947195 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16947195 | ExpensesSubtotal |
| Other Expenses Not Included | 28566 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 28566 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16975761 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | AS OF SEPTEMBER 30, 2012, THERE ARE NO UNCERTAIN TAX POSITIONS TO BE RECORDED. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED LOSSES ON INVESTMENTS 103,552. CHANGE IN VALUE OF FOUNDATION ASSETS 361,703. TOTAL TO SCHEDULE D, PART XI, LINE 8: 465,255. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF FOUNDATION ASSETS 361,703. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE RECLASSED FROM REVENUE AS AN EXPENSE 28,566. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE RECLASSED FROM REVENUE AS AN EXPENSE 28,566. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIP | TypeOfGrant |
| Number Of Recipients | 10 | NumberOfRecipients |
| Amount Of Cash Grant | 9205 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ELIGIBLE, INTERESTED INDIVIDUALS MUST COMPLETE THE SCHOLARSHIP APPLICATION AND SUBMIT TO THE HR DEPARTMENT. HR REVIEWS THE APPLICATION TO ENSURE THAT ALL REQUIRED INFORMATION IS INCLUDED AND PRESENTS THE APPLICATION TO THE APPROPRIATE DEPARTMENT MANAGER FOR APPROVAL. WITHIN 30 DAYS AFTER COMPLETION OF EACH COURSE/SEMESTER/QUARTER, THE EMPLOYEE MUST PROVIDE THE HUMAN RESOURCES DEPARTMENT WITH DOUCUMENTS INDICATING COURSE COMPLETION AND GRADE RECEIVED. FAILURE TO ATTAIN AT LEAST A "C" OR "PASS" FOR PASS/FAIL COURSES WILL REQUIRE THAT THE EMPLOYEE REIMBURSE JONES-HARRISON FOR THE SCHOLARSHIP FUNDS RECEIVED FOR THAT PERIOD. COPIES OF ALL APPLICATIONS, TRANSCRIPTS, AND ANY OTHER DOCUMENTATION REGARDING THIS PROGRAM WILL BE MAINTAINED IN THE EMPLOYEE'S PERSONNEL FILE. JONES-HARRISON RESERVES THE RIGHT TO LIMIT THE AMOUNT OF FINANCIAL ASSISTANCE APPROVED EACH YEAR BASED ON AVAILABLE FUNDING. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LOWELL BERGGREN | NamePerson |
| Base Compensation Filing Org | 155081 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 12122 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 16561 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 21209 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 204973 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CITY OF MINNEAPOLIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 416005375 | IssuerEIN |
| CUSIP Number | 603908DP0 | CUSIPNumber |
| Date Issued | 2005-09-28 | DateIssued |
| Issue Price | 14030000 | IssuePrice |
| Description Of Purpose | DEFEASE '98 BOND ISSUE & FUND RENOVATION OF ASSISTED LIVING WEST HALL BLDG | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 1065000 | AmountRetired |
| Total Proceeds | 14030000 | TotalProceeds |
| Capital Expenditures | 14030000 | CapitalExpenditures |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 1 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DONNA WONG, DIRECTOR AND SANDY SCHULZ, DIRECTOR HAVE A FAMILY RELATIONSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CEO AND CFO REVIEW FORM 990 AND A COPY IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, EVERY BOARD OF DIRECTOR SIGNS A DISCLOSURE STATEMENT. THIS IS REVIEWED BY THE CHAIR OF THE BOARD. IF THERE ARE ANY DISCLOSURES, THEY ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND APPROPRIATE ABSTENTIONS OF VOTING ON ISSUES ARE ENFORCED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD. WAGE SCALES FOR ALL CLASSIFICATIONS OF EMPLOYEES ARE DETERMINED BASED ON THE AGING WITH SERVICES ANNUAL SURVEY OF NON PROFITS IN THEIR MEMBERSHIP. JONES-HARRISON TARGETS THE 75TH PERCENTILE OF FREESTANDING, UNATTACHED TO A HOSPITAL, NON PROFIT, LARGE NURSING HOME AND ASSISTED LIVING CRITERIA. | |
| FORM 990, PART VI, SECTION C, LINE 18 | GOVERNING DOCUMENTS, CONFILCIT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFILCIT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | UNREALIZED LOSSES ON INVESTMENTS 103,552. CHANGE IN VALUE OF FOUNDATION ASSETS 361,703. TOTAL TO FORM 990, PART XI, LINE 5: 465,255. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| NO CHANGE FROM PRIOR YEAR |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES-HARRISON FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 CEDAR LAKE AVENUE | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55416 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363414818 | EIN |
| Primary Activities | FOUNDATION THAT SUPPORTS JONES-HARRISON RESIDENCE | PrimaryActivities |
| Legal Domicile State | MN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(3)II | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |