UNITED METHODIST HOMES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED METHODIST HOMES INC (EIN 48-0543787)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-01
- IRS object ID
- 201221229349300907
- 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 | 2012-05-01T14:35:56-05:00 | 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 | 480543787 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED METHODIST HOMES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 7854789440 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7220 ASBURY DRIVE | AddressLine1 |
| City | TOPEKA | City |
| State | KS | State |
| ZIP Code | 66614 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BREE ROGERS | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 7854789440 | Phone |
| Date Signed | 2012-04-26 | 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 | JERRY NEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7220 ASBURY DRIVE | AddressLine1 |
| City | TOPEKA | City |
| State | KS | State |
| ZIP Code | 66614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 27240595 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ALDERSGATEVILLAGE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1904 | YearFormation |
| State Legal Domicile | KS | StateLegalDomicile |
| Activity Or Mission Description | ENRICHING THE LIVES OF OLDER ADULTS WITHIN A CHRISTIAN ENVIRONMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 572 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 7224 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 10 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 615162 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 703041 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 22856542 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22518562 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 523569 | InvestmentIncomePriorYear |
| Investment Income Current Year | 481163 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -18584 | OtherRevenuePriorYear |
| Other Revenue Current Year | 30132 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 23976689 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23732898 | 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 | 11259833 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11915850 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 40642 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10430731 | OtherExpensePriorYear |
| Other Expenses Current Year | 11272614 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21690564 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23188464 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2286125 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 544434 | RevenuesLessExpensesCY |
| Total Assets BOY | 27942473 | TotalAssetsBOY |
| Total Assets EOY | 28275684 | TotalAssetsEOY |
| Total Liabilities BOY | 28913029 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29198309 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -970556 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -922625 | NetAssetsOrFundBalancesEOY |
| Mission Description | ENRICHING THE LIVES OF OLDER ADULTS WITHIN A CHRISTIAN ENVIRONMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19503282 | Expense |
| Revenue | 22556062 | Revenue |
| Description | OPERATIONS OF ALDERSGATE VILLAGE PROVIDES RESIDENTIAL AND HEALTH CARE SERVICES FOR THE ELDERLY. THE CAMPUS CONSISTS OF A 209 BED SKILLED NURSING FACILITY, 60 ASSISTED LIVING UNITS, 175 INDEPENDENT LIVING UNITS, AND AN INTERGENERATIONAL CHILD CARE CENTER. THE INDEPENDENT LIVING UNITS INCLUDE APARTMENTS, DUPLEXES, FOUR-PLEXES AND SINGLE FAMILY HOMES. | Description |
| Total Program Service Expense | 19503282 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 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 | 1 | 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 | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | 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 | 61 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 572 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| 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 | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREE ROGERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7854789440 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7220 ASBURY DRIVE | AddressLine1 |
| City | TOPEKA | City |
| State | KS | State |
| ZIP Code | 66614 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| RON BUTTS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR WILLIE DUNLAP | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DEAN FAGER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| REV EVELYN FISHER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANN GARVIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GREG GREENWOOD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVE MANLEY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT MAXWELL | ||||||
| TRUSTEE - CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| JOHN MYERS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PATTY PRESSMAN | ||||||
| TRUSTEE - VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| MONICA SCHEIBMEIR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID WATSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARK YOUNG | ||||||
| TRUSTEE - SECRETARY/TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| BARBARA BRADY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TOM MILLER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JERRY NEY | ||||||
| CEO | 45.00 | 232276 | 0 | 17248 | X | |
| STEVE WARNEKE | ||||||
| CFO | 45.00 | 85440 | 0 | 7586 | X | |
| BREE ROGERS | ||||||
| CFO | 45.00 | 93165 | 0 | 16164 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 410881 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 40998 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | 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 |
|---|---|---|---|---|---|
| MORRISON SENIOR DINING | |||||
| 5801 PEACHTREE DUNWOODY ROAD | ATLANTA | GA | 30342 | DIETARY | 2552783 |
| KEY REHABILITATION | |||||
| 1335 NW BROAD ST | MURFREESBORO | TN | 37129 | THERAPY | 1051123 |
| JE DUNN CONSTRUCTION CO | |||||
| 433 S KANSAS AVENUE | TOPEKA | KS | 66603 | CONSTRUCTION | 1046051 |
| GARNER REMODELING | |||||
| 117 SE 25TH ST | TOPEKA | KS | 66605 | CONSTRUCTION | 632298 |
| GARDNER FLOOR COVERING | |||||
| PO BOX 5003 | TOPEKA | KS | 66605 | FLOORING | 209727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Fundraising Events | 49580 | FundraisingEvents |
| All Other Contributions | 653461 | AllOtherContributions |
| Total Contributions | 703041 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE/MEDICAID PAYM | 623000 | 15800890 | 15800890 |
| RESIDENT FEES | 623000 | 5101702 | 5101702 |
| HEALTH SERVICES | 623000 | 814291 | 814291 |
| RESIDENT & EMPLOYEE SV | 623000 | 618838 | 618838 |
| FOOD SERVICES | 623000 | 182841 | 182841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22518562 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 268759 | TotalRevenueColumn |
| Exclusion | $268,759 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7224 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7224 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7224 | TotalRevenueColumn |
| Unrelated Business Revenue | 7224 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3565360 | Securities |
| Other | 99507 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3338670 | Securities |
| Other | 113793 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 226690 | Securities |
| Other | -14286 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 212404 | TotalRevenueColumn |
| Exclusion | $212,404 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 40642 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 49580 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 55234 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -14592 | TotalRevenueColumn |
| Exclusion | -$14,592 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRACT INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 37500 | TotalRevenueColumn |
| Related Or Exempt Function Income | 37500 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 37500 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23732898 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22556062 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 7224 | UnrelatedBusinessRevenue |
| Exclusion | $466,571 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 410881 | Total |
| Management And General | 410881 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9263234 | Total |
| Program Services | 8475780 | ProgramServices |
| Management And General | 787454 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22884 | Total |
| Program Services | 20049 | ProgramServices |
| Management And General | 2835 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1496164 | Total |
| Program Services | 1310834 | ProgramServices |
| Management And General | 185330 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 722687 | Total |
| Program Services | 633168 | ProgramServices |
| Management And General | 89519 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76556 | Total |
| Management And General | 76556 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56793 | Total |
| Management And General | 56793 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124331 | Total |
| Management And General | 124331 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 511026 | Total |
| Program Services | 411898 | ProgramServices |
| Management And General | 99128 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 583028 | Total |
| Program Services | 484894 | ProgramServices |
| Management And General | 98134 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7248 | Total |
| Management And General | 7248 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1614323 | Total |
| Program Services | 1342605 | ProgramServices |
| Management And General | 271718 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1882557 | Total |
| Program Services | 1565691 | ProgramServices |
| Management And General | 316866 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247420 | Total |
| Program Services | 205775 | ProgramServices |
| Management And General | 41645 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PURCHASED SERVICES | 3092436 | 2571926 | 520510 |
| RENTAL & MAINTENANCE | 893248 | 742899 | 150349 |
| FOOD | 710238 | 710238 | |
| MISCELLANEOUS | 697563 | 580151 | 117412 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 775847 | Total |
| Program Services | 447374 | ProgramServices |
| Management And General | 287831 | ManagementAndGeneral |
| Fundraising | 40642 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23188464 | Total |
| Program Services | 19503282 | ProgramServices |
| Management And General | 3644540 | ManagementAndGeneral |
| Fundraising | 40642 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 630925 | BOY |
| EOY | 231988 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1226099 | BOY |
| EOY | 1182496 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38146 | BOY |
| EOY | 29844 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1716065 | BOY |
| EOY | 943660 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27792 | BOY |
| EOY | 2092 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83947 | BOY |
| EOY | 84902 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 46572207 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 31328683 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13842579 | BOY |
| EOY | 15243524 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9721755 | BOY |
| EOY | 9039842 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 655165 | BOY |
| EOY | 1517336 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27942473 | BOY |
| EOY | 28275684 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1670921 | BOY |
| EOY | 1886903 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1013018 | BOY |
| EOY | 1956169 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23254565 | BOY |
| EOY | 22518258 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2974525 | BOY |
| EOY | 2836979 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28913029 | BOY |
| EOY | 29198309 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -5087117 | BOY |
| EOY | -4056575 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1188570 | BOY |
| EOY | 205959 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2927991 | BOY |
| EOY | 2927991 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -970556 | BOY |
| EOY | -922625 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27942473 | BOY |
| EOY | 28275684 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 544434 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -496503 | 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 | 254324 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 395643 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 218266 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 615162 | CurrentTaxYearMinus1Year |
| Current Tax Year | 703041 | CurrentTaxYear |
| Total | 2186436 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19601572 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20777563 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21842871 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22856542 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22518562 | CurrentTaxYear |
| Total | 107597110 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 497761 | CurrentTaxYearMinus1Year |
| Current Tax Year | 463041 | CurrentTaxYear |
| Total | 960802 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19855896 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21173206 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22061137 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23969465 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23684644 | CurrentTaxYear |
| Total | 110744348 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 16020 | CurrentTaxYearMinus1Year |
| Total | 16020 | 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 Minus1 Year | 16020 | CurrentTaxYearMinus1Year |
| Total | 16020 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 110728328 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 402560 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 190625 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24316 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 354697 | CurrentTaxYearMinus1Year |
| Current Tax Year | 275983 | CurrentTaxYear |
| Total | 1248181 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 402560 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 190625 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24316 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 354697 | CurrentTaxYearMinus1Year |
| Current Tax Year | 275983 | CurrentTaxYear |
| Total | 1248181 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20258456 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21363831 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22085453 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24324162 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23960627 | CurrentTaxYear |
| Total | 111992529 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98870 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98700 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01110 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01280 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4116561 | BeginningOfYearBalance |
| Contributions | 50000 | Contributions |
| Investment Earnings Or Losses | 72989 | InvestmentEarningsOrLosses |
| Other Expenditures | 1105600 | OtherExpenditures |
| End Of Year Balance | 3133950 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3936084 | BeginningOfYearBalance |
| Contributions | 180477 | Contributions |
| End Of Year Balance | 4116561 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3965596 | BeginningOfYearBalance |
| Other Expenditures | 29512 | OtherExpenditures |
| End Of Year Balance | 3936084 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4930408 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3072 | InvestmentEarningsOrLosses |
| Other Expenditures | 967884 | OtherExpenditures |
| End Of Year Balance | 3965596 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.07000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.93000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1458889 | OtherCostOrOtherBasis |
| Book Value | 1458889 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34887544 | OtherCostOrOtherBasis |
| Depreciation | 25092441 | Depreciation |
| Book Value | 9795103 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8502031 | OtherCostOrOtherBasis |
| Depreciation | 6236242 | Depreciation |
| Book Value | 2265789 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1723743 | OtherCostOrOtherBasis |
| Book Value | 1723743 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 15243524 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCING COST | 535243 |
| DEPOSITS | 95020 |
| OTHER ASSETS | 601 |
| DEFERRED MORRISON PROJECT | 886472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1517336 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| WAITING LIST DEPOSITS | $65,750 |
| REFUNDABLE ADVANCES FEE | $2,587,795 |
| GIFT ANNUITY PAYABLE | $18,611 |
| DEFERRED COMPENSATION OBLIGATION | $164,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2836979 | TotalOfAmounts |
| Total Revenue | 23732898 | TotalRevenue |
| Total Expenses | 23188464 | TotalExpenses |
| Excess Or Deficit For Year | 544434 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -496503 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -496503 | TotalAdjustments |
| Excess Or Deficit Per FS | 47931 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 23250987 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -496503 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -496503 | RevenueNotRptdF990 |
| Revenue Subtotal | 23747490 | RevenueSubtotal |
| Other Revenues Not Included | -14592 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -14592 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 23732898 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 23203056 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 14592 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 14592 | ExpensesNotRptdF990 |
| Expenses Subtotal | 23188464 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 23188464 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | CHARITABLE CARE AND CAPITAL IMPROVEMENTS |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ORGANIZATION IS NOT SUBJECT TO FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE CODE. THE ORGANIZATION IS CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION UNDER THE CODE AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS A CHARITABLE TAX DEDUCTION FOR THE CONTRIBUTOR. THE ORGANIZATION'S 2010, 2009 AND 2008 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON FUNDRAISING, SEE PART VIII, LINE 8C -14,592. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON FUNDRAISING, SEE PART VIII, LINE 8C 14,592. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | JEANS & JEWELS GALA | NameOfEvent1 |
| Gross Receipts Event1 | 90222 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 49580 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 40642 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 8040 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 19809 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 798 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 26587 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 90222 | GrossReceiptsTotal |
| Charitable Contributions Total | 49580 | CharitableContributionsTotal |
| Gross Revenue Total Events | 40642 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 8040 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 19809 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 798 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 26587 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 55234 | DirectExpenseSummaryEvents |
| Net Income Summary | -14592 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 | JERRY NEY | NamePerson |
| Base Compensation Filing Org | 226163 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 6113 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 17248 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 249524 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | STEVE WARNEKE ($3,150) AND JERRY NEY ($1,800) RESIDENCE PROVIDED AS PART OF REQUIREMENTS OF JOB. |
| PART I, LINE 4B | BETTY J EDSON $9,308, DEAN EDSON $10,065, JAN JENKINS $5,650, EDWIN JENKINS, JR. $5,750, HARRIET FONTANA $4,547. THIS WAS A NONQUALIFIED RETIREMENT PLAN IMPLEMENTED IN 1997 FOR KEY MANAGEMENT EMPLOYEES WITH NUMEROUS YEARS OF SERVICE. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE GOVERNING BODY WILL REVIEW THE 990 AT A BOARD MEETING BEFORE IT IS FILED WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CFO REVIEWS STATEMENTS FROM THE BOARD OF TRUSTEES AND ALL MANAGEMENT EMPLOYEES ANNUALLY - THERE HAVE BEEN NO CONFLICTS IN THE PAST SO NO FURTHER REVIEW HAS BEEN NEEDED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS OF DETERMINING COMPENSATION BY AN INDEPENDENT PARTY WAS FOLLOWED FOR THE CHIEF EXECUTIVE OFFICER. COMPENSATION ADJUSTMENTS ARE APPROVED BY THE BOARD. COMPARISON IS CONDUCTED TO OTHER SIMILAR HEALTHCARE ORGANIZATIONS WITHIN THE LOCAL AND STATE AREAS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALTHOUGH NOT REQUIRED, THE ORGANIZATION WILL PROVIDE PHOTO COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO ALL WHO REQUEST ONE OR MORE OF THESE ITEMS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -496,503. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE PROCESS IS CONSISTENT WITH THE PRIOR YEARS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALDERSGATE VILLAGE HOME HEALTH SERVICES LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7220 SW ASBURY DRIVE | AddressLine1 |
| City | TOPEKA | City |
| State | KS | State |
| ZIP Code | 66614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264170787 | EIN |
| Primary Activities | HOME HEALTH SERVICES | PrimaryActivities |
| Legal Domicile State | KS | LegalDomicileState |
| Total Income | 177947 | TotalIncome |
| EOY Assets | 102430 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED METHODIST HOMES | BusinessNameLine1 |