LAKEVIEW VILLAGE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LAKEVIEW VILLAGE INC (EIN 48-0689163)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-10
- IRS object ID
- 201212239349301551
- Schema version
- 2011v1.2
- 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 | 2012-08-10T14:41:01-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 WASHINGTON AVENUE SUITE 1800 | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480689163 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKEVIEW VILLAGE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAKE | NameControl |
| Phone | 9138881900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 PARK STREET | AddressLine1 |
| City | LENEXA | City |
| State | KS | State |
| ZIP Code | 66215 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES K FRAZIER | Name |
| Title | CEO | Title |
| Phone | 9138881900 | Phone |
| Date Signed | 2012-08-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALLAN LARSON | Name |
| PTIN | P00028482 | PTIN |
| Phone | 3149254300 | 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 | JAMES K FRAZIER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 PARK STREET | AddressLine1 |
| City | LENEXA | City |
| State | KS | State |
| ZIP Code | 66215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 41276644 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LAKEVIEWVILLAGE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1963 | YearFormation |
| State Legal Domicile | KS | StateLegalDomicile |
| Activity Or Mission Description | TO STRENGTHEN THE LIVES OF OLDER ADULTS WITHIN A FAITH-BASED COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 684 | TotalNbrEmployees |
| Total Nbr Volunteers | 475 | TotalNbrVolunteers |
| Total Gross UBI | 61993 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -69326 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 614285 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 111165 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 28535672 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 34935142 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1286061 | InvestmentIncomePriorYear |
| Investment Income Current Year | 441730 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 119819 | OtherRevenuePriorYear |
| Other Revenue Current Year | 141753 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 30555837 | TotalRevenuePriorYear |
| Total Revenue Current Year | 35629790 | 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 | 13773487 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16249607 | 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 | 16883539 | OtherExpensePriorYear |
| Other Expenses Current Year | 20699147 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 30657026 | TotalExpensesPriorYear |
| Total Expenses Current Year | 36948754 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -101189 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1318964 | RevenuesLessExpensesCY |
| Total Assets BOY | 130958235 | TotalAssetsBOY |
| Total Assets EOY | 130104322 | TotalAssetsEOY |
| Total Liabilities BOY | 130741651 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 129409170 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 216584 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 695152 | NetAssetsOrFundBalancesEOY |
| Mission Description | LAKEVIEW VILLAGE, INC. IS A CONTINUING CARE RETIREMENT COMMUNITY (CCRC) WHICH OFFERS TYPE A LIFECARE CONTRACTS TO ITS RESIDENTS. ADDITIONALLY, LAKEVIEW FOCUSES ON WHOLE-PERSON WELLNESS AND PERSON-CENTERED CARE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 34412947 | Expense |
| Revenue | 34873149 | Revenue |
| Description | LAKEVIEW VILLAGE, INC. IS A CONTINUING CARE RETIREMENT COMMUNITY WHICH HAS 580 INDEPENDENT LIVING UNITS AND A 120-BED HEALTH CENTER, 52 BED SHORT TERM REHAB SNF, AND 23 ASSISTED LIVING BEDS. ASIDE FROM THE LIVING AND CARE FACILITIES, THE CCRC PROVIDES ACTIVITIES TO ASSIST IN MAINTAINING THE RESIDENTS' PHYSICAL, SPIRITUAL AND MENTAL WELL-BEING. LAKEVIEW'S 120-BED HEALTH CENTER AND 52-BED SHORT-TERM REHAB SNF ARE MEDICARE AND MEDICAID CERTIFIED AND TAKE ADMISSIONS FROM BOTH INSIDE AND OUTSIDE OF THE LAKEVIEW COMMUNITY. | Description |
| Total Program Service Expense | 34412947 | 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 | 0 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 47 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 684 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBBIE CLAUSEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9137442470 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 PARK STREET | AddressLine1 |
| City | LENEXA | City |
| State | KS | State |
| ZIP Code | 66215 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ANDY HUCKABA | ||||||
| CHAIRMAN | 1.00 | X | X | 2250 | 0 | 0 |
| DAVID CAFFREY | ||||||
| DIRECTOR | 1.00 | X | 500 | 0 | 0 | |
| SHANNON K CATES | ||||||
| DIRECTOR | 1.00 | X | 700 | 0 | 0 | |
| KATHERINE HAGGARD-PERRY | ||||||
| DIRECTOR | 1.00 | X | 650 | 0 | 0 | |
| MASON ORMSBY | ||||||
| VICE-CHAIRMAN | 1.00 | X | X | 2300 | 0 | 0 |
| SUSAN LALLY | ||||||
| DIRECTOR | 1.00 | X | 800 | 0 | 0 | |
| TEDRICK HOUSH | ||||||
| SECRETARY/TREASURER | 1.00 | X | X | 1250 | 0 | 0 |
| CRAIG DENNY | ||||||
| DIRECTOR | 1.00 | X | 950 | 0 | 0 | |
| RAY MAKALOUS | ||||||
| DIRECTOR | 1.00 | X | 900 | 0 | 0 | |
| DALE WARMAN | ||||||
| DIRECTOR | 1.00 | X | 650 | 0 | 0 | |
| EMERSON HARTZLER | ||||||
| DIRECTOR | 1.00 | X | 1000 | 0 | 0 | |
| FR TOM DOLEZAL | ||||||
| DIRECTOR | 1.00 | X | 200 | 0 | 0 | |
| RALPH LENO | ||||||
| DIRECTOR | 1.00 | X | 100 | 0 | 0 | |
| JAMES K FRAZIER | ||||||
| PRESIDENT/CEO | 50.00 | X | X | 200239 | 0 | 14820 |
| LINDA JEAN COLE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT I CLAUSEN JR | ||||||
| CFO | 50.00 | X | 120252 | 0 | 0 | |
| MARY M SCHWORER | ||||||
| COO | 50.00 | X | 125264 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 458005 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 14820 | 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 (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| REHAB CHOICE INTERNATIONAL | |||||
| PO BOX 798257 | ST LOUIS | MO | 63179 | THERAPY | 2613795 |
| PARTNERS PHARMACY | |||||
| 6437 N COSBY AVE | KANSAS CITY | MO | 64151 | PHARMACY SERVICES | 589736 |
| SUREWEST COMMUNICATIONS | |||||
| POBOX 414500 | KANSAS CITY | MO | 64141 | COMMUNICATION SERVICES | 452477 |
| BOVARD INSURANCE GROUP | |||||
| 6950 SQUIBB ROAD SUITE 200 | MISSION | KS | 66202 | INSURANCE SERVICES | 328747 |
| UNEMPLOYMENT SERVICES TRUST | |||||
| PO BOX 22657 | SANTA BARBARA | CA | 93121 | UNEMPLOYMENT CONSULTING | 204704 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Related Organizations | 111165 | RelatedOrganizations |
| Total Contributions | 111165 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| RESIDENT FEES | 623000 | 29239011 | 29239011 | |
| ENTRANCE FEES | 623000 | 5376691 | 5376691 | |
| CHILD DAY CARE AND OTH | 624410 | 257447 | 257447 | |
| MANAGEMENT FEES | 541900 | 61993 | 61993 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 34935142 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 602820 | TotalRevenueColumn |
| Exclusion | $602,820 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 81909 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 81909 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 81909 | TotalRevenueColumn |
| Exclusion | $81,909 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5485764 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5631335 | Securities |
| Other | 15519 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -145571 | Securities |
| Other | -15519 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -161090 | TotalRevenueColumn |
| Exclusion | -$161,090 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 623990 | BusinessCode |
| Total Revenue Column | 59844 | TotalRevenueColumn |
| Exclusion | $59,844 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 59844 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35629790 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34873149 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 61993 | UnrelatedBusinessRevenue |
| Exclusion | $583,483 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 472825 | Total |
| Management And General | 472825 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12621284 | Total |
| Program Services | 11869155 | ProgramServices |
| Management And General | 752129 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262264 | Total |
| Program Services | 237729 | ProgramServices |
| Management And General | 24535 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1676952 | Total |
| Program Services | 1520073 | ProgramServices |
| Management And General | 156879 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1216282 | Total |
| Program Services | 1102499 | ProgramServices |
| Management And General | 113783 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12687 | Total |
| Management And General | 12687 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83413 | Total |
| Management And General | 83413 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249006 | Total |
| Program Services | 184057 | ProgramServices |
| Management And General | 64949 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181189 | Total |
| Management And General | 181189 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39720 | Total |
| Management And General | 39720 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120681 | Total |
| Program Services | 114013 | ProgramServices |
| Management And General | 6668 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1943867 | Total |
| Program Services | 1883209 | ProgramServices |
| Management And General | 60658 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123481 | Total |
| Program Services | 104879 | ProgramServices |
| Management And General | 18602 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53280 | Total |
| Program Services | 31348 | ProgramServices |
| Management And General | 21932 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4623839 | Total |
| Program Services | 4479552 | ProgramServices |
| Management And General | 144287 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5324031 | Total |
| Program Services | 5157895 | ProgramServices |
| Management And General | 166136 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318666 | Total |
| Program Services | 308722 | ProgramServices |
| Management And General | 9944 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONTRACTED LABOR | 2604464 | 2604464 | |
| DIETARY | 1720789 | 1720789 | |
| SUPPLIES | 1538353 | 1530773 | 7580 |
| RENTAL & MAINTENANCE | 567306 | 549603 | 17703 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1194375 | Total |
| Program Services | 1014187 | ProgramServices |
| Management And General | 180188 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36948754 | Total |
| Program Services | 34412947 | ProgramServices |
| Management And General | 2535807 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3904014 | BOY |
| EOY | 3226397 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1933276 | BOY |
| EOY | 2180078 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57319 | BOY |
| EOY | 83900 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 227843 | BOY |
| EOY | 224418 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 149319278 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 49286029 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103868592 | BOY |
| EOY | 100033249 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11960137 | BOY |
| EOY | 15466169 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9007054 | BOY |
| EOY | 8890111 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130958235 | BOY |
| EOY | 130104322 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3938435 | BOY |
| EOY | 4101144 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81070894 | BOY |
| EOY | 80050551 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45732322 | BOY |
| EOY | 45257475 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130741651 | BOY |
| EOY | 129409170 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216584 | BOY |
| EOY | 695152 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216584 | BOY |
| EOY | 695152 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130958235 | BOY |
| EOY | 130104322 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1318964 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1797532 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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 | 41510 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 64893 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 614285 | CurrentTaxYearMinus1Year |
| Current Tax Year | 111165 | CurrentTaxYear |
| Total | 856853 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24017653 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25528780 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26079473 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28496130 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34873149 | CurrentTaxYear |
| Total | 138995185 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24059163 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25593673 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26104473 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29110415 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34984314 | CurrentTaxYear |
| Total | 139852038 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | 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) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 139852038 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1710150 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 961286 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 659610 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 582277 | CurrentTaxYearMinus1Year |
| Current Tax Year | 602820 | CurrentTaxYear |
| Total | 4516143 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1710150 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 961286 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 659610 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 582277 | CurrentTaxYearMinus1Year |
| Current Tax Year | 602820 | CurrentTaxYear |
| Total | 4516143 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 66044 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 81223 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48139 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59229 | CurrentTaxYearMinus1Year |
| Current Tax Year | 59618 | CurrentTaxYear |
| Total | 314253 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25835357 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26636182 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26812222 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29751921 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35646752 | CurrentTaxYear |
| Total | 144682434 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96660 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95790 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03120 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03970 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: EMPLOYEE MEALS MISCELLANEOUS REGISTRATION FEES WELLNESS CONSULTING CAREPARTNER LUNCHEONS BEAUTY PRODUCTS SCRAP METAL AIDE TRAINING FEES COMMUNITY RELATIONS REVENUE | GeneralExplanation |
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 | 373241 | OtherCostOrOtherBasis |
| Book Value | 373241 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 136579424 | OtherCostOrOtherBasis |
| Depreciation | 40664777 | Depreciation |
| Book Value | 95914647 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12349950 | OtherCostOrOtherBasis |
| Depreciation | 8621252 | Depreciation |
| Book Value | 3728698 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16663 | OtherCostOrOtherBasis |
| Book Value | 16663 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 100033249 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEBT ISSUE COSTS (NET) | 1849764 |
| RESTRICTED FUNDS | 6916984 |
| RESIDENT EXTRAS | 16689 |
| OTHER ASSETS | 106674 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8890111 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RESIDENT DEPOSITS | $138,073 |
| REFUNDABLE ENTRANCE FEES | $15,473,170 |
| UNAMORTIZED ENTRANCE FEES | $29,646,232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 45257475 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | LAKEVIEW VILLAGE, INC., RIDGEVIEW VILLAGE, RIDGEVIEW VILLAGE II AND THE FOUNDATION ARE TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ORGANIZATIONS ARE NOT SUBJECT TO FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE CODE. THE ORGANIZATIONS ARE CLASSIFIED AS PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS UNDER THE CODE AND CONTRIBUTIONS TO THE ORGANIZATIONS QUALIFY AS CHARITABLE TAX DEDUCTIONS FOR THE CONTRIBUTOR. THE ENTITIES FILE AS TAX-EXEMPT ORGANIZATIONS. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. THE ORGANIZATION'S 2008 THROUGH 2011 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | JAMES K FRAZIER | NamePerson |
| Base Compensation Filing Org | 170000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 25000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 5239 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 14820 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 215059 | 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 (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| HEALTH CARE FACILITY REVENUE REFUNDING AND IMPROVEMENT BONDS SERIES 2007 | |||||||
| 480689163 | 526039CH3 | 2007-06-29 | 67225000 | PROVIDING FUNDS TO PAY CERTAIN IMPROVEMENTS TO REFUND OUTSTANDING BONDS | 0 | 0 | 0 |
| HEALTH CARE FACILITY REVENUE REFUNDING AND IMPROVEMENT BONDS SERIES 2009 | |||||||
| 480689163 | 526039CXX | 2009-12-03 | 16000000 | PROVIDING FUNDS TO PAY CERTAIN IMPROVEMENTS | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 41288836 | 15637583 | 67995736 | 1272677 | 9796639 | 2010 | 1 | 1 | 1 | 1 | ||
| 15792204 | 315844 | 13587219 | 2010 | 0 | 0 | 1 | 1 | 1343056 | 546097 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line2NameOfGICProvider/BusinessNameLine2 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY AND | ||||||||
| 0 | 0 | 0 | 1 | LEHMAN BROTHERS | 30.000000000000 | 1 | 0 | 0 |
| (no name) | ||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | |||
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| ExplanationExplanation |
|---|
| DIFFERENCE BETWEEN ISSUE PRICE AND PROCEEDS FOR BOTH BOND ISSUANCES IS DUE TO THE PREMIUM (DISCOUNT) ON THE ISSUANCE AND IS AMORTIZED OVER THE TERM OF THE BONDS. |
| 2007 BOND ISSUANCE REFUNDED OUTSTANDING ISSUANCES FROM 1997 AND 2002. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | MEMBERS OF THE GOVERNING BODY WILL REVIEW AN ELECTRONIC COPY OF THE 990 BEFORE THE RETURN IS SUBMITTED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD IS ASKED TO SIGN ANNUAL CONFLICT OF INTEREST STATEMENTS AND ARE REQUIRED TO REPORT ANY POTENTIAL CONFLICTS IF AND WHEN THEY ARISE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO AND OTHER OFFICERS AND KEY EMPLOYEES INCLUDES A MARKET SURVEY ANNUALLY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THEIR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH QUARTERLY DISCLOSURE IN RELATION TO THE BOND DOCUMENT. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 294,423. CHANGE IN FV OF CASH FLOW HEDGE 1,503,109. TOTAL TO FORM 990, PART XI, LINE 5: 1,797,532. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| LAKEVIEW VILLAGE FOUNDATION INC | ||||||||||
| 9100 PARK STREET | LENEXA | KS | 66215 | 742809238 | SUPPORT OF THE ACTIVITIES OF LAKEVIEW VILLAGE | KS | 501(C)(3) | 509(A)(1) | LAKEVIEW VILLAGE INC | 1 |
| RIDGEVIEW VILLAGE | ||||||||||
| 11830 S SUNSET DR | OLATHE | KS | 66061 | 481108968 | OPERATION OF HUD APARTMENTS | KS | 501(C)(3) | 509(A)(2) | LAKEVIEW VILLAGE INC | 1 |
| RIDGEVIEW VILLAGE II INC | ||||||||||
| 11830 S SUNSET DR | OLATHE | KS | 66061 | 431893443 | OPERATION OF HUD APARTMENTS | KS | 501(C)(3) | 509(A)(2) | LAKEVIEW VILLAGE INC | 1 |
| 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 | 1 | 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 |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKEVIEW VILLAGE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 161165 | AmountInvolved |
| Method Of Amt Determination | CASH VALUE | MethodOfAmtDetermination |