Civic Intelligence

River Terrace Estates Foundation Inc

990 • Fiscal year 2011 • EIN 30-0008887

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 02, 2012

Organization ProfileN/A
PO Box 43346714
Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

48th percentile

0.2%

Faster asset growth than 48% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$6,677,036

Up $10,985 (+0.2%) from 2010

Net Assets

Up

$6,675,329

Up $12,368 (+0.2%) from 2010

Liabilities

Down

$1,707

Down $1,383 (-45%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$48,532

Up $5,280 (+12%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,666,051Liabilities 2010: $3,090Net Assets 2010: $6,662,9612010Assets 2011: $6,677,036Liabilities 2011: $1,707Net Assets 2011: $6,675,3292011Assets 2012: $6,752,203Liabilities 2012: $0Net Assets 2012: $6,752,2032012Assets 2013: $6,754,676Liabilities 2013: $7,712Net Assets 2013: $6,746,9642013Assets 2014: $1,010,476Liabilities 2014: $60,000Net Assets 2014: $950,4762014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2011

Assets$6,677,036
Liabilities$1,707
Net Assets$6,675,329
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $43,2522010Expenses 2011: $48,5322011Expenses 2012: $39,6342012Revenue 2013: $31,053Expenses 2013: $56,920Net Income 2013: -$25,8672013Revenue 2014: $12,236Expenses 2014: $5,817,403Net Income 2014: -$5,805,1672014Revenue 2015: $114,804Expenses 2015: $1,055,282Net Income 2015: -$940,4782015

Highlighted filing

2011

Revenue-
Expenses$48,532
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 2, 2012
Return Version
2011v1.2
Gross Receipts
$55,316
Mission and Program Overview

Mission

The organization supports research and provides certain health care services and related activities to the community, including river terrace estates, inc., a related tax-exempt organization.

Filing and Contact Details

Filer

EIN
30-0008887
Raw XML AppendixShowing 400 of 424 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY03090
IRS990/AccountsPayableAccruedExpenses/EOY01707
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0SUPPORTS RESEARCH AND PROVIDES CERTAIN HEALTH CARE SERVICES AND RELATED ACTIVITIES TO THE COMMUNITY
IRS990/AddressPrincipalOfficerUS/AddressLine102517 MYERS PARK CT
IRS990/AddressPrincipalOfficerUS/City0BRENTWOOD
IRS990/AddressPrincipalOfficerUS/State0TN
IRS990/AddressPrincipalOfficerUS/ZIPCode037027
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY085700
IRS990/CashNonInterestBearing/EOY0106132
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConferencesMeetings/ManagementAndGeneral02204
IRS990/ConferencesMeetings/Total02204
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval01
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/ProgramServices0839
IRS990/DepreciationDepletion/Total0839
IRS990/DescribedIn501C301
IRS990/Description0PROVIDES GRANTS AND OTHER FINANCIAL SUPPORT TO ORGANIZATIONS WHICH SUPPORT HEALTH CARE EDUCATION AND THE NEEDS OF BLUFFTON, INDIANA COMMUNITY.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers01
IRS990/ExcessBenefitTransaction00
IRS990/Expense024902
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral04647
IRS990/FeesForServicesAccounting/Total04647
IRS990/FeesForServicesInvstMgmntFees/ProgramServices024063
IRS990/FeesForServicesInvstMgmntFees/Total024063
IRS990/FeesForServicesOther/ManagementAndGeneral01190
IRS990/FeesForServicesOther/Total01190
IRS990/FinancialStatementConsolidated0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek30.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek40.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek50.50
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/NamePerson0MICHAEL ROSEN
IRS990/Form990PartVIISectionA/NamePerson1FRED BROWN
IRS990/Form990PartVIISectionA/NamePerson2PAUL SANDERS
IRS990/Form990PartVIISectionA/NamePerson3SHERRY WHEATON
IRS990/Form990PartVIISectionA/NamePerson4FELIX FRARACCIO
IRS990/Form990PartVIISectionA/NamePerson5DAVID STEWART
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation529076
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs010000
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs17500
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs27500
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs37500
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs47500
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs5170554
IRS990/Form990PartVIISectionA/Title0CHAIRMAN
IRS990/Form990PartVIISectionA/Title1BOARD SECRETARY
IRS990/Form990PartVIISectionA/Title2DIRECTOR
IRS990/Form990PartVIISectionA/Title3DIRECTOR
IRS990/Form990PartVIISectionA/Title4DIRECTOR
IRS990/Form990PartVIISectionA/Title5CEO
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/Gaming00
IRS990/Grants00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts055316
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartVII0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InvestmentIncomeCurrentYear052012
IRS990/InvestmentIncome/ExclusionAmount052012
IRS990/InvestmentIncomePriorYear073033
IRS990/InvestmentIncome/TotalRevenueColumn052012
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY02025725
IRS990/InvestmentsPubTradedSecurities/EOY01684965
IRS990/LandBldgEquipmentAccumDeprec02406
IRS990/LandBuildingsEquipmentBasis034856
IRS990/LandBuildingsEquipmentBasisNet/BOY015436
IRS990/LandBuildingsEquipmentBasisNet/EOY032450
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0THE ORGANIZATION SUPPORTS RESEARCH AND PROVIDES CERTAIN HEALTH CARE SERVICES AND RELATED ACTIVITIES TO THE COMMUNITY, INCLUDING RIVER TERRACE ESTATES, INC., A RELATED TAX-EXEMPT ORGANIZATION.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0DAVID STEWART
IRS990/NbrIndependentVotingMembers05
IRS990/NbrVotingGoverningBodyMembers05
IRS990/NbrVotingMembersGoverningBody05
IRS990/NetAssetsOrFundBalancesBOY06662961
IRS990/NetAssetsOrFundBalancesEOY06675329
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers05
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral010620
IRS990/Occupancy/Total010620
IRS990/OfficeExpenses/ManagementAndGeneral04969
IRS990/OfficeExpenses/Total04969
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY04525430
IRS990/OtherAssetsTotal/EOY04851430
IRS990/OtherExpensePriorYear043252
IRS990/OtherExpensesCurrentYear048532
IRS990/OtherRevenueCurrentYear03304
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0BAD DEBT COLLECTIONS
IRS990/OtherRevenueMisc/ExclusionAmount03304
IRS990/OtherRevenueMisc/TotalRevenueColumn03304
IRS990/OtherRevenuePriorYear07377
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges05585
IRS990/ReconcilationRevenueExpenses06784
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets01
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/Revenue00
IRS990/RevenuesLessExpensesCY06784
IRS990/RevenuesLessExpensesPriorYear037158
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY013760
IRS990/SavingsAndTempCashInvestments/EOY02059
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts00
IRS990ScheduleA/SupportedOrgInformation/Amount00
IRS990ScheduleA/SupportedOrgInformation/EIN0237204803
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10RIVER TERRACE ESTATES
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization09
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired00
IRS990ScheduleD/Equipment/BookValue017450
IRS990ScheduleD/Equipment/Depreciation02406
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis019856
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE COMPANY IS A NONPROFIT COMPANY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE COMPANY'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE COMPANY IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS AND IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2008 TO 2011 ARE OPEN TO EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
IRS990ScheduleD/Land/BookValue015000
IRS990ScheduleD/Land/OtherCostOrOtherBasis015000
IRS990ScheduleD/OtherAssets/BookValue04361430
IRS990ScheduleD/OtherAssets/BookValue1490000
IRS990ScheduleD/OtherAssets/Description0NOTES RECEIVABLE RTE
IRS990ScheduleD/OtherAssets/Description1DUE FROM RIVER TERRACE ESTATES
IRS990ScheduleD/TotalBookValueOtherAssets04851430
IRS990ScheduleD/TotalOfBookValueLandBuildings032450
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0170554
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs010845
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0DAVID STEWART IS A VOLUNTEER TO RIVER TERRACE ESTATES FOUNDATION, INC. AND IS NOT PAID BY RIVER TERRACE ESTATES FOUNDATION, INC. HE IS EMPLOYED AND PAID BY THE FOUNDATION FOR HEALTH CARE CONTINUUMS. THE FOUNDATION FOR HEALTH CARE CONTINUUMS USES THE FOLLOWING WHEN DETERMINING COMPENSATION FOR OFFICERS AND EMPLOYEES: (1) COMPENSATION SURVEY OR STUDY, AND (2) APPROVAL BY BOARD OF DIRECTORS OR COMPENSATION COMMITTEE.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0DAVID STEWART
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs018231
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0199630
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0RIVER TERRACE ESTATES, INC., A RELATED TAX-EXEMPT ORGANIZATION, IS (TOGETHER WITH ITS SUCCESSORS) THE SOLE MEMBER OF THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation1AS THE ORGANIZATION'S SOLE MEMBER, RIVER TERRACE ESTATES, INC. SHALL ELECT THE BOARD OF DIRECTORS.
IRS990ScheduleO/GeneralExplanation/Explanation2AS THE ORGANIZATION'S SOLE MEMBER, RIVER TERRACE ESTATES, INC. SHALL APPROVE THE FOLLOWING: (A) AUTHORIZE THE CORPORATION TO ENTER INTO ANY CONTRACT OR ENGAGE IN ANY TRANSACTION WHERE THE AMOUNT INVOLVED EXCEEDS $1,000,000; (B) APPROVE LONG-TERM BORROWING OF MONEY BY THE CORPORATION OR ANY AFFILIATE THEREOF FOR CAPITAL NEEDS; (C) ADOPT ANY NEW, OR ANY CHANGES TO EXISTING, LONG-TERM OR MASTER INSTITUTIONAL PLANS OF THE CORPORATION; (D) ADOPT A PLAN OF DISSOLUTION OF THE CORPORATION; (E) AUTHORIZE THE CORPORATION TO ENGAGE IN, OR ENTER INTO, ANY TRANSACTION PROVIDING FOR THE SALE, MORTGAGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (F) ADOPT A PLAN OF MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION; OR (G) ORGANIZE OR ACQUIRE, OR AUTHORIZE THE ORGANIZATION OR ACQUISITION OF, ANY SUBSIDIARY OR AFFILIATE OF THE CORPORATION.
IRS990ScheduleO/GeneralExplanation/Explanation3PRIOR TO FILING THE RETURN WITH THE IRS, A DRAFT OF THE COMPLETED FORM 990 IS REVIEWED BY THE ORGANIZATION'S CEO. SUBSEQUENT TO THIS REVIEW, THE COMPLETED AND FINAL FORM 990 IS PRESENTED TO THE FULL BOARD FOR REVIEW AND IS SUBSEQUENTLY FILED WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT INCLUDES A DISCLOSURE STATEMENT TO BE ANSWERED BY DIRECTORS AND OFFICERS OR ANY OTHER EMPLOYEE THAT CAN INFLUENCE THE ACTIONS OF THE ORGANIZATION. THE POLICY STATES THAT THE BOARD, OFFICERS AND MANAGEMENT EMPLOYEES HAVE THE RESPONSIBILITY OF ADMINSTERING THE AFFAIRS OF THE ORGANIZATION HONESTLY AND PRUDENTLY, AND OF EXERCISING THEIR BEST CARE, SKILL, AND JUDGEMENT FOR THE SOLE BENEFIT OF THE ORGANIZATION. THE POLICY ALSO PROVIDES, BY EXAMPLE, CERTAIN TRANSACTIONS THAT MAY GIVE RISE TO A CONFLICT. THE FACT THAT ONE OF THE INTERESTS DESCRIBED IN THE POLICY EXISTS DOES NOT NECESSARILY MEAN THAT A CONFLICT EXISTS, OR THAT THE CONFLICT, IF IT EXISTS, IS MATERIAL ENOUGH TO BE OF PRACTICAL IMPORTANCE, OR IF MATERIAL, THAT UPON FULL DISCLOSURE OF ALL THE RELEVANT FACTS AND CIRCUMSTANCES IT IS NECESSARY ADVERSE TO THE INTERESTS OF THE ORGANIZATION. HOWEVER, IT IS THE POLICY OF THE BOARD THAT THE EXISTENCE OF ANY OF THE INTERESTS DESCRIBED IN THE POLICY SHALL BE DISCLOSED BEFORE ANY TRANSACTION IS CONSUMMATED. IT SHALL BE THE CONTINUING RESPONSIBILITY OF THE BOARD, OFFICERS AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. THE BOARD (OR A DULY CONSTITUTED COMMITTEE THEREOF) SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR AND REASONABLE TO THE ORGANIZATION. THE DECISION OF THE BOARD (OR A DULY CONSTITUTED COMMITTEE THEREOF) ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF THE ORGANIZATION AND THE ADVANCEMENT OF ITS PURPOSE.
IRS990ScheduleO/GeneralExplanation/Explanation5VARIOUS PUBLIC AND PRIVATE ENTITIES MAY REQUIRE THE FILING OF SUCH DOCUMENTS AS PART OF A REGULATORY OR CONTRACTUAL COMMITMENT, AND AS A RESULT OF SUCH OBLIGATIONS, CERTAIN OF THESE MATERIALS MAY, IN FACT, BE AVAILABLE TO THE PUBLIC. OUTSIDE SUCH DISCLOSURES, THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT ROUTINELY MADE AVAILABLE BY THE ORGANIZATION TO THE PUBLIC. NOTABLY, FINANCIAL STATEMENTS, GOVERING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED TO BE DISCLOSED TO THE PUBLIC PURSUANT TO IRC SECTION 6104.
IRS990ScheduleO/GeneralExplanation/Explanation6THE CEO DAVID STEWART SERVES AS AN OFFICER FOR RIVER TERRACE ESTATES FOUNDATION INC. AND ITS RELATED ORGANIZATIONS NOTED ON SCHEDULE R. HIS HOURS ARE BROKEN OUT AS FOLLOWS: RIVER TERRACE ESTATES FOUNDATION INC.: 0.5 HOURS THE FOUNDATION FOR HEALTH CARE CONTINUUMS: 40 HOURS RIVER TERRACE ESTATES INC.: 5 HOURS ALZHEIMER'S DISEASE FOUNDATION INC.: 0.5 HOURS MICHAEL ROSEN, FRED BROWN, PAUL SANDERS, SHERRY WHEATON AND FELIX FRARACCIO EACH SERVE ON THE BOARD OF RIVER TERRACE ESTATES FOUNDATION INC. AND ITS RELATED ORGANIZATIONS NOTED ON SCHEDULE R. ON AVERAGE THEY EACH SPEND 0.5 HOURS PER WEEK.
IRS990ScheduleO/GeneralExplanation/Explanation7NET UNREALIZED GAINS ON INVESTMENTS: 5,585.
IRS990ScheduleO/GeneralExplanation/Identifier0ALLOCATION OF HOURS
IRS990ScheduleO/GeneralExplanation/Identifier1CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10400 CAYLOR BLVD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11PO BOX 433
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine122517 MYERS PARK COURT
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0BLUFFTON
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1BLUFFTON
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2BRENTWOOD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0IN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1IN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2TN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode046714
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode146714
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode237027
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg20
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10SEE PART VII
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine11RIVER TERRACE ESTATES INC
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine12SEE PART VII
IRS990ScheduleR/Form990ScheduleRPartII/EIN0237204803
IRS990ScheduleR/Form990ScheduleRPartII/EIN1363336574
IRS990ScheduleR/Form990ScheduleRPartII/EIN2621611446
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection1501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection2501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0IN
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState1IN
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState2TN
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10RIVER TERRACE ESTATES INC
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11ALZHEIMER'S DISEASE FOUNDATION
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine12FOUNDATION FOR HEALTH CARE CONTINUUMS
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0HOUSING
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1SUPPORT
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities2HEALTH CARE/SENIOR LIVING
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0LINE 9
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus1LINE 11A, I
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus2LINE 9
IRS990ScheduleR/Form990ScheduleRPartVII/Explanation0ALZHEIMER'S DISEASE FOUNDATION, RIVER TERRACE ESTATES, AND RIVER TERRACE ESTATES FOUNDATION ALL SHARE A COMMON BOARD OF DIRECTORS WITH THE FOUNDATION FOR HEALTH CARE CONTINUUMS WHICH RESULTS IN DIRECT CONTROL AS INDICATED IN SCHEDULE R, PART II, COLUMN F.
IRS990ScheduleR/Form990ScheduleRPartVII/Identifier0DIRECT CONTROLLING ENTITY
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg01
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0IN
IRS990/StatesWhereCopyOfReturnIsFiled0IN
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10520 1ST ST NE
IRS990/TheBooksAreInCareOf/AddressUS/City0SARTELL
IRS990/TheBooksAreInCareOf/AddressUS/State0MN
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0563771274
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10KEVIN HARGUTH
IRS990/TheBooksAreInCareOf/TelephoneNumber03202588983
IRS990/TotalAssets/BOY06666051
IRS990/TotalAssetsBOY06666051
IRS990/TotalAssets/EOY06677036
IRS990/TotalAssetsEOY06677036
IRS990/TotalCompGT150K01
IRS990/TotalExpensesCurrentYear048532
IRS990/TotalExpensesPriorYear043252
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral023630
IRS990/TotalFunctionalExpenses/ProgramServices024902
IRS990/TotalFunctionalExpenses/Total048532
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY03090
IRS990/TotalLiabilitiesBOY03090
IRS990/TotalLiabilities/EOY01707
IRS990/TotalLiabilitiesEOY01707
IRS990/TotalLiabNetAssetsFundBalances/BOY06666051
IRS990/TotalLiabNetAssetsFundBalances/EOY06677036
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers06
IRS990/TotalNetAssetsFundBalances/BOY06662961
IRS990/TotalNetAssetsFundBalances/EOY06675329
IRS990/TotalOtherCompensation029076
IRS990/TotalOtherRevenue03304
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense024902
IRS990/TotalReportableCompFrmRltdOrgs0210554
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear055316
IRS990/TotalRevenue/ExclusionAmount055316
IRS990/TotalRevenuePriorYear080410
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn055316
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY06662961
IRS990/UnrestrictedNetAssets/EOY06675329
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy01
IRS990/YearFormation02001
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0300008887
ReturnHeader/Filer/Name/BusinessNameLine10RIVER TERRACE ESTATES FOUNDATION INC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,677,036
Liabilities
$1,707
Net assets
$6,675,329
Revenue
-
Expenses
$48,532
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$1.06$0.94
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.06$0.95$0.01$5.82$5.81
2013Detailed filing. Detailed filing data is available for this year.$6.75$0.01$6.75$0.03$0.06$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.75$0.00$6.75$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.68$0.00$6.68$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.67$0.00$6.66$0.04