Civic Intelligence

Aging Services Inc.

990 • Fiscal year 2017 • EIN 23-7085316

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

Abbehealth Inc 740 N 15th Ave No AHiawatha, IA 52233

(319) 398-3634

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.08x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.23x

Higher debt load relative to revenue than 56% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

44th percentile

1.3%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

36th percentile

0.2%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-26%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$9,423,433

Up $21,049 (+0.2%) from 2016

Net Assets

Up

$8,643,538

Up $217,199 (+2.6%) from 2016

Liabilities

Down

$779,895

Down $196,150 (-20%) from 2016

Revenue

Down

$3,432,691

Down $1,219,502 (-26%) from 2016

Expenses

Down

$3,387,335

Down $558,209 (-14%) from 2016

Net Income

Down

$45,356

Down $661,293 (-94%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2012: $4,772,100Liabilities 2012: $665,704Net Assets 2012: $4,106,3962012Assets 2013: $5,550,482Liabilities 2013: $571,289Net Assets 2013: $4,979,1932013Assets 2015: $8,338,152Liabilities 2015: $554,974Net Assets 2015: $7,783,1782015Assets 2016: $9,402,384Liabilities 2016: $976,045Net Assets 2016: $8,426,3392016Assets 2017: $9,423,433Liabilities 2017: $779,895Net Assets 2017: $8,643,5382017Assets 2018: $9,191,075Liabilities 2018: $738,731Net Assets 2018: $8,452,3442018Assets 2019: $10,055,345Liabilities 2019: $761,628Net Assets 2019: $9,293,7172019Assets 2020: $10,792,317Liabilities 2020: $846,814Net Assets 2020: $9,945,5032020Assets 2021: $11,750,094Liabilities 2021: $677,700Net Assets 2021: $11,072,3942021Assets 2022: $11,354,344Liabilities 2022: $593,435Net Assets 2022: $10,760,9092022Assets 2024: $13,342,567Liabilities 2024: $498,388Net Assets 2024: $12,844,1792024

Highlighted filing

2017

Assets$9,423,433
Liabilities$779,895
Net Assets$8,643,538

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $2,749,0902012Expenses 2013: $3,082,3082013Revenue 2015: $3,412,818Expenses 2015: $3,813,197Net Income 2015: -$400,3792015Revenue 2016: $4,652,193Expenses 2016: $3,945,544Net Income 2016: $706,6492016Revenue 2017: $3,432,691Expenses 2017: $3,387,335Net Income 2017: $45,3562017Revenue 2018: $3,424,849Expenses 2018: $3,245,652Net Income 2018: $179,1972018Revenue 2019: $3,407,632Expenses 2019: $3,195,300Net Income 2019: $212,3322019Revenue 2020: $2,591,389Expenses 2020: $2,307,160Net Income 2020: $284,2292020Revenue 2021: $3,445,855Expenses 2021: $2,556,994Net Income 2021: $888,8612021Revenue 2022: $3,527,975Expenses 2022: $2,834,988Net Income 2022: $692,9872022Revenue 2024: $3,578,065Expenses 2024: $3,070,447Net Income 2024: $507,6182024

Highlighted filing

2017

Revenue$3,432,691
Expenses$3,387,335
Net Income$45,356
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Gross Receipts
$3,456,061
Mission and Program Overview

Mission

To enhance the lives of older adults by providing services and resources to assist them in remaining independent.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,636,317$3,362,187▼ $274,130
Investments in Publicly Traded Securities$2,008,576$2,309,369▲ $300,793
Savings and Temporary Cash Investments$792,758$524,694▼ $268,064
Cash and Non-Interest-Bearing Accounts$1,700$319,281▲ $317,581
Accounts Receivable$280,399$271,656▼ $8,743
Pledges and Grants Receivable$307,798$270,752▼ $37,046
Prepaid Expenses and Deferred Charges$44,710$49,423▲ $4,713
Investments Program Related$0$2,266▲ $2,266
Total Assets$9,180,830$9,423,433▲ $242,603
Other Assets Total$2,108,572$2,313,805▲ $205,233
Liabilities
Mortgage Notes Payable Secured by Investment Property$675,113$632,680▼ $42,433
Accounts Payable and Accrued Expenses$195,074$140,098▼ $54,976
Other Liabilities$0$5,067▲ $5,067
Deferred Revenue$120$2,050▲ $1,930
Total Liabilities$870,307$779,895▼ $90,412
Net Assets / Fund Balance
Unrestricted Net Assets$7,703,035$8,363,317▲ $660,282
Temporarily Rstr Net Assets$589,899$262,632▼ $327,267
Permanently Rstr Net Assets$17,589$17,589→ $0
Total Net Assets Fund Balance$8,310,523$8,643,538▲ $333,015
Total Liabilities and Net Assets / Fund Balance$9,180,830$9,423,433▲ $242,603

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,912,238$3,644,531$6,556,769
Equipment$35,950$637,659$673,609
Land$349,223-$349,223
Other Land Buildings$64,776$109,476$174,252
Leasehold Improvements$0$22,000$22,000
Other Assets Org$2,313,805--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Kathleen HoranExecutive Director$101,637$101,637

Board Members and Trustees

NameTitle
Robert McmahanBoard Chair
Dan StrellnerPresident & CEO
Lori RathjeBoard Vice Chair
Bill JurgensenBoard Member
Carmen KleinsmithBoard Member
Chuck GardnerBoard Member
Dan MineckBoard Member
Jim SpencerBoard Member
John BryantBoard Member
Kay JacksonBoard Member
Mary TarboxBoard Member
Michael McdermottBoard Member
Philip WastaBoard Member
Randy PetscheBoard Member
Nancy SchoebenBoard Secretary
Michael HeinrichCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$814,275
Program Service Revenue
$2,507,518
Investment Income
$53,163
Other Revenue
$57,735
All Other Contributions
$60,803
Change in Net Assets
$45,356

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,432,691
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$8,006,309
Total Revenue per Audited Statements
$11,439,000
Total Revenue per Form 990
$3,432,691
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,911,694
Other Expenses$1,475,641
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,196,353$310,232-$1,506,585
Occupancy$298,718$51,759-$350,477
Depreciation Depletion$274,766$14,456-$289,222
Other Employee Benefits$181,059$63,853-$244,912
Fees for Services Other$214,875$28,404-$243,279
Fees for Services Management-$236,852-$236,852
Office Expenses$208,130$12,269-$220,399
Payroll Taxes$88,880$23,509-$112,389
Insurance$47,728$5,904-$53,632
Pension Plan Contributions$35,231$12,577-$47,808
Interest$27,020--$27,020
Travel$7,350$10,923-$18,273
Conferences and Meetings$4,786$5,838-$10,624
Advertising$6,295$3,331-$9,626
Fees for Service Investment Mgmnt Fees-$475-$475
Other Expenses$-4,711--$-4,711
Total Functional Expenses$2,606,953$780,382$0$3,387,335

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,412,000
Expenses per Audited Statements$3,387,335
Total Expenses per Form 990$3,387,335
Expenses Not Reported on Form 990$24,665
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$69,939
Fundraising Direct Expenses$23,370
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Fundraisisng$40,162$33,662$1,785$31,877
Men Who Cook$30,157$30,157$3,589$26,568
Total Events$76,439$69,939$23,371$46,568
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$4,467
Health and Welfare Benefits Reserve$600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Aging services, inc. Is an iowa nonprofit membership corporation, in which abbehealth inc., an iowa nonprofit corporation, is the sole voting member.

Form 990, Part VI, Section A, Line 7A

Aging services, inc. Has an independent board of directors that manages its affairs, but the board of directors of abbehealth, inc., as the sole voting member of aging services inc., has the authority to approve or remove members of the board of directors of aging services inc.

Form 990, Part VI, Section A, Line 7B

The board of directors of abbehealth, inc., as the sole voting member of aging services inc., has the authority to approve the budget of aging services inc.

Form 990, Part VI, Section B, Line 11B

Form 990 is prepared internally by the iowa health system tax department using information gathered from various functional areas of the organization and reviewed by the director of finance and president. A full copy of the form 990 is provided to the board of directors prior to filing with the irs.

Form 990, Part VI, Section B, Line 12C

Conflict of interest forms are completed by staff and board members annually. Potential board conflicts are identified at the board level and established procedures are followed. Identified staff conflicts are reviewed by the supervisor and president. Any person involved in a conflict, potential conflict or appearance of a conflict shall not participate in the review, discussion or vote on any such transaction.

Form 990, Part VI, Section B, Line 15A

The executive committee of the iowa health system board of directors ("committee") conducts a comprehensive review of all compensation and benefits provided to the organization's officers and key employees, including the ihs chief executive officer (the "ceo"). This review compares the total compensation and value of benefits provided to each executive, on a position by position basis, to that provided to functionally similar positions in similarly situated organizations. This review is conducted by the committee with the assistance of a national, independent compensation consultant reporting directly to the committee. The committee has been delegated the responsibility for oversight of executive compensation and is made up entirely of independent directors within the meaning of the "rebuttable presumption of reasonableness" under the federal income tax intermediate sanctions rules. The compensation consultant holds itself out to the public as a compensation consultant, performs these valuations on a regular basis, is qualified to make the valuations of the services involved, and has so indicated in a written certification to the committee. Based upon the advice of the compensation consultant, and applying the board's compensation philosophy, the committee establishes the overall adjustment in compensation and benefits for the top executives in the entire health system (several of which are employees of the filing organization) and delegates to the ceo the authority to make adjustments, consistent with the committee's direction, for the other executives. The committee determines all aspects of the compensation and benefits of the ceo. The committee intentionally takes all the steps necessary to qualify for the rebuttable presumption of reasonableness under the federal income tax law intermediate sanctions rules, including contemporaneous substantiation of all committee meetings and actions. The organization believes it is in full compliance with section 4958 of the irc, provides no more than reasonable and fair market value compensation and benefits for its employees and does not provide any excess compensation or benefits as prohibited by section 4958. The review of compensation and benefits was last performed in december 2017 for the following individuals: michael heinrich. The compensation and benefits of the other persons listed on form 990, part vii was established by an independent person/committee using an independent compensation consultant and/or compensation survey or study for similarly qualifed persons in functionally comparable positions at similarly situated organizations. Compensation and benefits are based on the fair market value of the services provided to the organization.

Form 990, Part VI, Section C, Line 19

The organization's governing documents are available upon request through the iowa health system, our parent organization, legal department. The organization's conflict of interest policy and financial statements are publicly available on the iowa health system website, www.unitypoint.org.

Filing and Contact Details

Filer

Filer Name
Aging Services Inc
EIN
23-7085316
Phone
3193983634
Address
ABBEHEALTH INC 740 N 15TH AVE NO A, HIAWATHA, IA 52233

Signing Officer

Name
Kathleen Horan
Title
President & CEO
Phone
3193983634
Signed
2018-11-08

Organization Details

Principal Officer
Kathleen Horan
Formed
1970
Legal Domicile
Ia
Voting Board Members
14
Independent Board Members
14
Employees
67
Volunteers
465
Supplemental Narrative

Additional Explanations

FORM 990, LINE J, WEBSITE:

Https://www.unitypoint.org/cedarrapids/aging-services-1.aspx

Financial Statement Notes

PART X, LINE 2:

Unitypoint health and most of its subsidiaries are classified as tax-exempt organizations as described in sections 501(c)(3) and 501(c)(2) of the internal revenue code (the code). Tax-exempt organizations are not subject to federal and state income taxes on related income, pursuant to section 501(a) of the code. These organizations are subject to federal and state income taxes to the extent they have unrelated business income as described under provisions of section 511 of the code. The system files form 990 for substantially all of its operating entities in the u.s. Federal jurisdiction and is no longer subject to examination by tax authorities for the years before 2014. The system has no material uncertain tax positions. Certain subsidiaries are subject to federal and state income taxes. Some of these corporations have accumulated net operating loss carryforwards that are available to offset future taxable income, if any, during the carryforward period. Deferred tax assets and liabilities related to these subsidiaries were not material. H.r. 1, originally known as the tax cuts and jobs act (the act), was signed into law on december 22, 2017. The act contains various provisions affecting both taxable and tax-exempt entities. Tax exempt entities are impacted in part by the inclusion of a new excise tax on excess compensation for covered employees, changes to unrelated business income, changes to tax rates, as well as their ability to advance refund bonds. In addition, tax-exempt entities may be impacted through certain for-profit subsidiaries and/or joint ventures based on the act's provisions for tax rates, elimination of the corporate alternative minimum tax, changes to net operating loss utilization and carryover/carryback period, and measurement of deferred taxes as well as other limitations on deductions. The act's provisions may also impact donor tax incentives for charitable giving. The system is currently assessing the overall impact of the act and its impact on the consolidated financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Purchase accounting valuation adjustment - unrestricted 7,366,781. Purchase accounting valuation adjustment - temp restricted 327,267. Rounding 1,232. Cost of goods sold 23,370.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Rounding 1,295. Cost of goods sold 23,370.

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IRS990/Form990PartVIISectionAGrp/PersonNm1CHUCK GARDNER
IRS990/Form990PartVIISectionAGrp/PersonNm2KAY JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm3BILL JURGENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4CARMEN KLEINSMITH
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL MCDERMOTT
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT MCMAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm7DAN MINECK
IRS990/Form990PartVIISectionAGrp/PersonNm8RANDY PETSCHE
IRS990/Form990PartVIISectionAGrp/PersonNm9NANCY SCHOEBEN
IRS990/Form990PartVIISectionAGrp/PersonNm10JIM SPENCER
IRS990/Form990PartVIISectionAGrp/PersonNm11LORI RATHJE
IRS990/Form990PartVIISectionAGrp/PersonNm12MARY TARBOX
IRS990/Form990PartVIISectionAGrp/PersonNm13PHILIP WASTA
IRS990/Form990PartVIISectionAGrp/PersonNm14KATHLEEN HORAN
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL HEINRICH
IRS990/Form990PartVIISectionAGrp/PersonNm16DAN STRELLNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1493563
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15153346
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16155020
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt06500
IRS990/FundraisingDirectExpensesAmt023370
IRS990/FundraisingGrossIncomeAmt069939
IRS990/GainOrLossGrp/OtherAmt02700
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt0219472
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02700
IRS990/GrossReceiptsAmt03456061
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05904
IRS990/InsuranceGrp/ProgramServicesAmt047728
IRS990/InsuranceGrp/TotalAmt053632
IRS990/InterestGrp/ProgramServicesAmt027020
IRS990/InterestGrp/TotalAmt027020
IRS990/InvestmentIncomeGrp/ExclusionAmt050463
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050463
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt02266
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02008576
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02309369
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04413666
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03636317
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03362187
IRS990/LandBldgEquipCostOrOtherBssAmt07775853
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENHANCE THE LIVES OF OLDER ADULTS BY PROVIDING SERVICES AND RESOURCES TO ASSIST THEM IN REMAINING INDEPENDENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0675113
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0632680
IRS990/NetAssetsOrFundBalancesBOYAmt08310523
IRS990/NetAssetsOrFundBalancesEOYAmt08643538
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02700
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02700
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt046569
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt046569
IRS990/NetUnrelatedBusTxblIncmAmt0-10628
IRS990/NetUnrlzdGainsLossesInvstAmt0287659
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt051759
IRS990/OccupancyGrp/ProgramServicesAmt0298718
IRS990/OccupancyGrp/TotalAmt0350477
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012269
IRS990/OfficeExpensesGrp/ProgramServicesAmt0208130
IRS990/OfficeExpensesGrp/TotalAmt0220399
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02108572
IRS990/OtherAssetsTotalGrp/EOYAmt02313805
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt063853
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0181059
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0244912
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc1MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt017031
IRS990/OtherExpensesGrp/ProgramServicesAmt13442
IRS990/OtherExpensesGrp/ProgramServicesAmt2-4711
IRS990/OtherExpensesGrp/TotalAmt017031
IRS990/OtherExpensesGrp/TotalAmt13442
IRS990/OtherExpensesGrp/TotalAmt2-4711
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt05067
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011166
IRS990/OtherRevenueTotalAmt011166
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0310232
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01196353
IRS990/OtherSalariesAndWagesGrp/TotalAmt01506585
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023509
IRS990/PayrollTaxesGrp/ProgramServicesAmt088880
IRS990/PayrollTaxesGrp/TotalAmt0112389
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012577
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt035231
IRS990/PensionPlanContributionsGrp/TotalAmt047808
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt017589
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt017589
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0307798
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0270752
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044710
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt049423
IRS990/PrincipalOfficerNm0KATHLEEN HORAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1531100
IRS990/ProgramServiceRevenueGrp/BusinessCd2561000
IRS990/ProgramServiceRevenueGrp/Desc0NET PATIENT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc2MGMT & SUPPORT SVCS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02408077
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt150406
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt228875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02408077
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt170566
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt228875
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt020160
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CASE MANAGEMENT PROGRAM SERVED 1,051 SENIORS BY COORDINATING SERVICES THAT ALLOWED THEM TO REMAIN IN THEIR OWN HOMES IN THE COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06413
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0208057
IRS990/ProgSrvcAccomActy3Grp/Desc0THE CHORE PROGRAM PROVIDES LAWN MOWING, SNOW REMOVAL AND MINOR HOME REPAIRS TO 266 LOW INCOME OLDER ADULTS ON A SLIDING FEE SCALE WHICH KEEPS PROPERTY OWNERS IN COMPLIANCE WITH CITY REGULATIONS AND ALLOWS SENIORS TO REMAIN SAFELY AT HOME.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0106725
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt098464
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0337503
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0233018
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0205043
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt035603
IRS990/PYOtherExpensesAmt0761180
IRS990/PYOtherRevenueAmt019448
IRS990/PYProgramServiceRevenueAmt01260404
IRS990/PYRevenuesLessExpensesAmt0-225938
IRS990/PYSalariesCompEmpBnftPaidAmt0985256
IRS990/PYTotalExpensesAmt01746436
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01520498
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt045356
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01967978
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0792758
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0524694
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 2013 AMOUNT: $ 23,509. 2014 AMOUNT: $ 6,238. 2015 AMOUNT: $ 6,153. 2016 AMOUNT: $ 7,128. 2017 AMOUNT: $ 11,166.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME:

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