Civic Intelligence

Rosemary Home Inc.

990PF • Fiscal year 2016 • EIN 23-7130093

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 05, 2017

Organization Profile
784 Milwaukee Ave SWHutchinson, MN 55350

(320) 234-6765

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

52nd percentile

3.4%

Higher net margin than 52% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$1,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

49th percentile

0.2%

Faster asset growth than 49% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$460,019

Up $1,138 (+0.2%) from 2015

Net Assets

Up

$459,402

Up $1,138 (+0.2%) from 2015

Liabilities

Flat

$617

Flat from 2015

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin52nd percentile

Revenue

Down

$33,172

Down $6,542 (-16%) from 2015

Expenses

Down

$32,034

Down $4,356 (-12%) from 2015

Net Income

Down

$1,138

Down $2,186 (-66%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$600K$400K$200K$0Assets 2013: $457,803Liabilities 2013: $278Net Assets 2013: $457,5252013Assets 2015: $458,881Liabilities 2015: $617Net Assets 2015: $458,2642015Assets 2016: $460,019Liabilities 2016: $617Net Assets 2016: $459,4022016Assets 2017: $461,298Liabilities 2017: $350Net Assets 2017: $460,9482017Assets 2019: $456,282Liabilities 2019: $350Net Assets 2019: $455,9322019Assets 2020: $438,686Liabilities 2020: $350Net Assets 2020: $438,3362020Assets 2021: $461,454Liabilities 2021: $913Net Assets 2021: $460,5412021Assets 2024: $460,354Liabilities 2024: $344Net Assets 2024: $460,0102024

Highlighted filing

2016

Assets$460,019
Liabilities$617
Net Assets$459,402
Open 2016 Filing

Operations Trend

Revenue Growth27th percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $38,266Expenses 2013: $32,586Net Income 2013: $5,6802013Revenue 2015: $39,714Expenses 2015: $36,390Net Income 2015: $3,3242015Revenue 2016: $33,172Expenses 2016: $32,034Net Income 2016: $1,1382016Revenue 2017: $35,219Expenses 2017: $33,673Net Income 2017: $1,5462017Revenue 2019: $26,252Expenses 2019: $35,653Net Income 2019: -$9,4012019Revenue 2020: $15,726Expenses 2020: $33,322Net Income 2020: -$17,5962020Revenue 2021: $55,872Expenses 2021: $33,667Net Income 2021: $22,2052021Revenue 2024: $58,078Expenses 2024: $44,611Net Income 2024: $13,4672024

Highlighted filing

2016

Revenue$33,172
Expenses$32,034
Net Income$1,138
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAT THOMASPresident-$1,000-$1,000
GARY HAVEMEIERTreasurer-$1,000-$1,000
AUGUST ANDERSONDirector-$500-$500
JOYCE KINDSETHDirector-$500-$500
ARLYS DEADRICKSONDirector-$500-$500
Filing and Contact Details

Filer

Filer Name
Rosemary Home Inc
EIN
23-7130093
Phone
3202346765
Address
784 MILWAUKEE AVE SW, HUTCHINSON, MN 55350

Signing Officer

Name
Gary Havemeier
Title
Treasurer
Phone
3202346765
Signed
2017-06-05
Discuss with paid preparer
Yes

Preparer

Firm
Morken Eckberg Steiner LLC
Address
945 ECHO DR SE SUITE C, HUTCHINSON, MN 55350
Preparer
Gary Havemeier Afsp
Phone
3205872722
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0736
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0371
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01107
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt010725
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt05038
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt024762
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02149
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt032034
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt033072
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt033172
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt05038
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt024762
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02149
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt032034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt211345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt120000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMERICAN INC FD OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AMERICAN INC FD OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt022447
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01138
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0459402
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0458264
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0459402
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0375
IRS990PF/FMVAssetsEOYAmt0434445
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010902
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04469
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04469
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0227319
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0325391
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0103195
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt098072
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt018201
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0344393
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0357458
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0411755
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0617
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0617
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0391
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt020
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt020
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0458881
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0460019
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0434445
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0617
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0617
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0458881
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0460019
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0458264
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0459402
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0458264
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0459402
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0413762
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06859
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0406903
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06206
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020378
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0407556
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0413762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$460,019
Liabilities
$617
Net assets
$459,402
Revenue
$33,172
Expenses
$32,034
Net income
$1,138
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.58$0.45$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.61$0.01$4.61$0.56$0.34$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$0.00$4.38$0.16$0.33$0.18
2019Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.26$0.36$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$0.00$4.61$0.35$0.34$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.60$0.01$4.59$0.33$0.32$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.59$0.01$4.58$0.40$0.36$0.03
2013Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.38$0.33$0.06