Civic Intelligence

Pleasant View Luther Home Inc.

990 • Fiscal year 2018 • EIN 36-2167830

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

505 College AvenueOttawa, IL 61350

(847) 368-7300

Siviq Scores

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

Liabilities / Assets

96th percentile

1.13x

Higher debt load relative to assets than 96% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

90th percentile

3.08x

Higher debt load relative to revenue than 90% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

17th percentile

-6.2%

Higher net margin than 17% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$531,508

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

20th percentile

-4.0%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-4.3%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Assets

Down

$29,140,010

Down $1,209,373 (-4.0%) from 2017

Net Assets

Down

-$3,834,104

Down $719,987 (-23%) from 2017

Liabilities

Down

$32,974,114

Down $489,386 (-1.5%) from 2017

Revenue

Down

$10,699,265

Down $483,986 (-4.3%) from 2017

Expenses

Up

$11,366,109

Up $91,023 (+0.8%) from 2017

Net Income

Down

-$666,844

Down $575,009 (-626%) from 2017

Historical Trend

Balance Sheet Trend

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

$40M$20M$0-$20MAssets 2010: $7,463,364Liabilities 2010: $9,169,796Net Assets 2010: -$1,706,4322010Assets 2011: $25,910,838Liabilities 2011: $26,416,782Net Assets 2011: -$505,9442011Assets 2012: $26,101,793Liabilities 2012: $27,679,814Net Assets 2012: -$1,578,0212012Assets 2013: $33,625,392Liabilities 2013: $35,785,301Net Assets 2013: -$2,159,9092013Assets 2014: $32,392,278Liabilities 2014: $35,195,858Net Assets 2014: -$2,803,5802014Assets 2015: $31,779,979Liabilities 2015: $35,006,751Net Assets 2015: -$3,226,7722015Assets 2016: $31,779,049Liabilities 2016: $34,757,774Net Assets 2016: -$2,978,7252016Assets 2017: $30,349,383Liabilities 2017: $33,463,500Net Assets 2017: -$3,114,1172017Assets 2018: $29,140,010Liabilities 2018: $32,974,114Net Assets 2018: -$3,834,1042018Assets 2019: $28,967,875Liabilities 2019: $33,125,017Net Assets 2019: -$4,157,1422019Assets 2020: $28,324,883Liabilities 2020: $37,280,556Net Assets 2020: -$8,955,6732020Assets 2021: $27,637,387Liabilities 2021: $36,505,309Net Assets 2021: -$8,867,9222021Assets 2022: $27,608,408Liabilities 2022: $37,038,982Net Assets 2022: -$9,430,5742022Assets 2023: $28,397,680Liabilities 2023: $38,986,589Net Assets 2023: -$10,588,9092023Assets 2024: $26,994,503Liabilities 2024: $38,701,638Net Assets 2024: -$11,707,1352024

Highlighted filing

2018

Assets$29,140,010
Liabilities$32,974,114
Net Assets-$3,834,104

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,371,4992010Expenses 2011: $8,548,2472011Expenses 2012: $9,634,6752012Expenses 2013: $10,218,1962013Revenue 2014: $9,725,467Expenses 2014: $10,629,085Net Income 2014: -$903,6182014Revenue 2015: $10,511,335Expenses 2015: $11,046,748Net Income 2015: -$535,4132015Revenue 2016: $11,007,442Expenses 2016: $10,804,411Net Income 2016: $203,0312016Revenue 2017: $11,183,251Expenses 2017: $11,275,086Net Income 2017: -$91,8352017Revenue 2018: $10,699,265Expenses 2018: $11,366,109Net Income 2018: -$666,8442018Revenue 2019: $11,001,515Expenses 2019: $11,476,471Net Income 2019: -$474,9562019Revenue 2020: $11,745,512Expenses 2020: $11,320,405Net Income 2020: $425,1072020Revenue 2021: $11,821,592Expenses 2021: $11,774,853Net Income 2021: $46,7392021Revenue 2022: $11,841,676Expenses 2022: $12,462,580Net Income 2022: -$620,9042022Revenue 2023: $13,616,589Expenses 2023: $14,791,062Net Income 2023: -$1,174,4732023Revenue 2024: $14,552,116Expenses 2024: $15,707,117Net Income 2024: -$1,155,0012024

Highlighted filing

2018

Revenue$10,699,265
Expenses$11,366,109
Net Income-$666,844
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$10,954,575
Mission and Program Overview

Mission

Empowering vibrant grace filled living across all generations. Providing residential and health care services to seniors including benevolent care to those who have exhausted their financial funds. Benevolent care is funded by amounts received from an affiliate, lutheran life communities foundation.

See schedule o for organization mission statement. Empowering vibrant grace filled living across all generations. Providing residential and health care services to seniors including benevolent care to those who have exhausted their financial funds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$24,397,959$23,452,249▼ $945,710
Cash and Non-Interest-Bearing Accounts$2,323,647$2,422,759▲ $99,112
Accounts Receivable$978,505$611,234▼ $367,271
Inventories for Sale or Use$48,196$55,133▲ $6,937
Prepaid Expenses and Deferred Charges$52,608$51,628▼ $980
Total Assets$30,349,383$29,140,010▼ $1,209,373
Other Assets Total$2,548,468$2,547,007▼ $1,461
Liabilities
Tax Exempt Bond Liabilities$21,635,232$21,489,813▼ $145,419
Other Liabilities$4,868,202$4,842,328▼ $25,874
Escrow Account Liability$4,003,455$3,941,555▼ $61,900
Mortgage Notes Payable Secured by Investment Property$1,694,631$1,559,009▼ $135,622
Accounts Payable and Accrued Expenses$1,261,980$1,141,409▼ $120,571
Total Liabilities$33,463,500$32,974,114▼ $489,386
Net Assets / Fund Balance
Unrestricted Net Assets$-3,114,117$-3,834,104▼ $719,987
Total Net Assets Fund Balance$-3,114,117$-3,834,104▼ $719,987
Total Liabilities and Net Assets / Fund Balance$30,349,383$29,140,010▼ $1,209,373

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$21,381,424$13,470,377-
Other Land Buildings$147,881$154,832-
Land$592,665--
Equipment$1,330,279$1,857,983-
Other Assets Org$2,402,677--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Becky CattaniExecutive DirectorFT$110,557$863$111,420

Board Members and Trustees

NameTitle
Roger W Paulsberg Until 111417Chairman/director
Jesse Jantzen Started 21218Chairman/president/CEO
Shareen AndersonVice Chair
Lori Fedyk Until 2118Vice Chair/treasurer
Larry NickelsDirector
Rev Phillip PetersonDirector
Marie Carlson-kylloTreasurer & Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Aegis TherapiesTherapy ServicesPO BOX 8103, Fort Smith, AR 72902$876,852
Phillips ConstructionConstruction Services530 W FRECH ST, Streator, IL 61364$127,393
Revenue and Support

Revenue Composition

Contributions and Grants
$60,939
Program Service Revenue
$10,118,695
Investment Income
$55,713
Other Revenue
$463,918
All Other Contributions
$60,939
Change in Net Assets
$-666,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,395,747
Salaries, Compensation, and Employee Benefits$4,970,362
Total Fundraising Expense$49,772
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,088,629$54,217$36,858$4,179,704
Interest$1,623,958--$1,623,958
Depreciation Depletion$988,000--$988,000
Fees for Services Other$731,149$7,332$7,736$746,217
Occupancy$691,527--$691,527
Other Employee Benefits$459,434--$459,434
Office Expenses$324,002$28,841-$352,843
Payroll Taxes$312,979-$4,992$317,971
Fees for Services Legal-$209,431-$209,431
Insurance$23,038$159,476-$182,514
All Other Expenses$117,632--$117,632
Information Technology$100,335--$100,335
Advertising$92,130$3,894-$96,024
Other Expenses$95,247$300,000-$95,247
Travel$7,012$6,527-$13,539
Pension Plan Contributions$13,067-$186$13,253
Fees for Services Accounting-$11,268-$11,268
Conferences and Meetings$2,257$2,419-$4,676
Total Functional Expenses$10,532,932$783,405$49,772$11,366,109
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,108
Fundraising Direct Expenses$13,922
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
CHEF'S TABLE$39,108$39,108$13,922$25,186
Total Events$39,108$39,108$13,922$25,186
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$4,842,328

Bond Issues

BondIssuerIssuedIssue PricePurpose
BUpper Illinois River Valley Development Authority2010-09-23$7,245,000Construction of living units
CUpper Illinois River Valley Development Authority2012-10-01$6,800,000Construction of living units
AUpper Illinois River Valley Development Authority2010-09-23$6,680,000Construction of living units
DUpper Illinois River Valley Development Authority2010-09-23$2,300,000Construction of living units
CUpper Illinois River Valley Development Authority2010-09-23$70,000Construction of living units
AUpper Illinois River Valley Development Authority2010-09-23$65,000Construction of living units
BUpper Illinois River Valley Development Authority2010-09-23$65,000Construction of living units

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$7,245,000---
C$6,800,000---
A$6,680,000---
D$2,300,000---
C$70,000---
A$65,000-$705,000-
B$65,000---

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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
Yes
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

Lutheran life ministries is the sole corporate member of the organization.

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

The board is appointed by the sole corporate member, lutheran life ministries.

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

Some decisions of the governing body are subject to the approval of the sole corporate member, lutheran life ministries.

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

The organization reviews the tax return with the audit committee of its parent lutheran life ministries to report to the board of lutheran life ministries, which provides final approval of the tax returns of all subsidiaries

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

The conflict of interest policy requires board members, directors, officers, and key employees to disclose to the board of directors when a conflict may exist. The policy and compliance with this policy are reviewed annually by the audit committee of its parent lutheran life ministries.

Form 990, Part VI, Section B, Line 15

Compensation is determined with the help of an independent compensation consultant and the compensation committee of the board of its parent lutheran life ministries. Ultimate approval for the compensation amount for the ceo rests with the board of lutheran life ministries. The board provides counsel to the ceo for the compensation of any officers and key employees.

Form 990, Part VI, Section C, Line 19

The organization's tax return, financial statements and policies are available upon request.

Filing and Contact Details

Filer

Filer Name
Pleasant View Luther Home Inc
EIN
36-2167830
Phone
8473687300
Address
505 COLLEGE AVENUE, OTTAWA, IL 61350

Signing Officer

Name
Jesse Jantzen
Title
President & CEO
Phone
8473687342
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jesse Jantzen
Formed
1937
Legal Domicile
Il
Voting Board Members
4
Independent Board Members
0
Employees
227
Volunteers
28

Preparer

Firm
Cliftonlarsonallen Llp
Address
1301 W 22ND ST STE 1100, OAK BROOK, IL 60523
Preparer
Chris Manderfield
Phone
6305738600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Net assets released from restrictions 351.

Form 990, Part XII, Line 2C

This process has not changed from the prior year.

Financial Statement Notes

PART IV, LINE 2B:

Escrow and custodial liabilities represent refundable resident entrance fees, security deposits and resident personal fund liabilities.

PART X, LINE 2:

The corporations qualify as not-for-profit organizations as described in section 501(c)(3) of the internal revenue code (code) and are exempt from federal income taxes on related income pursuant to section 501(a) of the code, except the llc foundation, which is exempt from taxes under section 509(a)(2) of the code. The corporations have adopted asc subtopic 740-10, income taxes - overall. Asc subtopic 740-10 addresses the determination of how tax benefits claimed or expected to be claimed on a tax return should be recorded in the consolidated financial statements. Under asc subtopic 740-10, the corporations must recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. Asc subtopic 740-10 also provides guidance on derecognition, classification, interest, and penalties on income taxes, accounting in interim periods and requires increased disclosures. As of june 30, 2018 and 2017, the corporations do not have an asset or liability for unrecognized tax benefits.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN/PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01937
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt013922
IRS990/FundraisingGrossIncomeAmt039108
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt010954575
IRS990/GrossRentsGrp/RealAmt0566049
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0100335
IRS990/InformationTechnologyGrp/TotalAmt0100335
IRS990/InsuranceGrp/ManagementAndGeneralAmt0159476
IRS990/InsuranceGrp/ProgramServicesAmt023038
IRS990/InsuranceGrp/TotalAmt0182514
IRS990/InterestGrp/ProgramServicesAmt01623958
IRS990/InterestGrp/TotalAmt01623958
IRS990/InventoriesForSaleOrUseGrp/BOYAmt048196
IRS990/InventoriesForSaleOrUseGrp/EOYAmt055133
IRS990/InvestmentIncomeGrp/ExclusionAmt055713
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt055713
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt029
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015483192
IRS990/LandBldgEquipBasisNetGrp/BOYAmt024397959
IRS990/LandBldgEquipBasisNetGrp/EOYAmt023452249
IRS990/LandBldgEquipCostOrOtherBssAmt038935441
IRS990/LegalDomicileStateCd0IL
IRS990/LessRentalExpensesGrp/RealAmt0241388
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt03229
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt03229
IRS990/MissionDesc0EMPOWERING VIBRANT GRACE FILLED LIVING ACROSS ALL GENERATIONS. PROVIDING RESIDENTIAL AND HEALTH CARE SERVICES TO SENIORS INCLUDING BENEVOLENT CARE TO THOSE WHO HAVE EXHAUSTED THEIR FINANCIAL FUNDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01694631
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01559009
IRS990/NetAssetsOrFundBalancesBOYAmt0-3114117
IRS990/NetAssetsOrFundBalancesEOYAmt0-3834104
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt025186
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt025186
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0324661
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0324661
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-53494
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0691527
IRS990/OccupancyGrp/TotalAmt0691527
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt028841
IRS990/OfficeExpensesGrp/ProgramServicesAmt0324002
IRS990/OfficeExpensesGrp/TotalAmt0352843
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02548468
IRS990/OtherAssetsTotalGrp/EOYAmt02547007
IRS990/OtherChangesInNetAssetsAmt0351
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0459434
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0459434
IRS990/OtherExpensesGrp/Desc0FOOD & DIETARY SUPPLIES
IRS990/OtherExpensesGrp/Desc1MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc2MANAGEMENT FEES
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0300000
IRS990/OtherExpensesGrp/ProgramServicesAmt0441053
IRS990/OtherExpensesGrp/ProgramServicesAmt1421483
IRS990/OtherExpensesGrp/ProgramServicesAmt295247
IRS990/OtherExpensesGrp/TotalAmt0441053
IRS990/OtherExpensesGrp/TotalAmt1421483
IRS990/OtherExpensesGrp/TotalAmt2300000
IRS990/OtherExpensesGrp/TotalAmt395247
IRS990/OtherLiabilitiesGrp/BOYAmt04868202
IRS990/OtherLiabilitiesGrp/EOYAmt04842328
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0CAFETERIA SALES
IRS990/OtherRevenueMiscGrp/Desc1MISC. INCOME
IRS990/OtherRevenueMiscGrp/Desc2EMPLOYEE & GUEST MEALS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt088630
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt118019
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt24193
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt088630
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt118019
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt24193
IRS990/OtherRevenueTotalAmt0114071
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt036858
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt054217
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04088629
IRS990/OtherSalariesAndWagesGrp/TotalAmt04179704
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04992
IRS990/PayrollTaxesGrp/ProgramServicesAmt0312979
IRS990/PayrollTaxesGrp/TotalAmt0317971
IRS990/PensionPlanContributionsGrp/FundraisingAmt0186
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013067
IRS990/PensionPlanContributionsGrp/TotalAmt013253
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt052608
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt051628
IRS990/PrincipalOfficerNm0JESSE JANTZEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010118695
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010118695
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt060889
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt045062
IRS990/PYOtherExpensesAmt06417563
IRS990/PYOtherRevenueAmt0333947
IRS990/PYProgramServiceRevenueAmt010743353
IRS990/PYRevenuesLessExpensesAmt0-91835
IRS990/PYSalariesCompEmpBnftPaidAmt04857523
IRS990/PYTotalExpensesAmt011275086
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011183251
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-666844
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0324661
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt010232766
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt060889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022696
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt081927
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt070510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0296961
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0380374
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0260124
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0325138
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0248221
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0289426
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01503283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010118695
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010743353
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010553779
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010066344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09202329
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt050684500
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0380374
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0260124
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0325138
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0248221
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0289426
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01503283
IRS990ScheduleA/InvestmentIncomeCYPct00.02830
IRS990ScheduleA/InvestmentIncomePYPct00.02440
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0114071
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0118885
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0105829
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0114843
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0163202
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0616830
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96010
IRS990ScheduleA/PublicSupportPY509Pct00.96410
IRS990ScheduleA/PublicSupportTotal509Amt050981461
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010179634
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010804242
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010576475
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010148271
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09272839
IRS990ScheduleA/Total509Grp/TotalAmt050981461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010674079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011183251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011007442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010511335
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09725467
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt053101574
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt04003455
IRS990ScheduleD/BuildingsGrp/BookValueAmt021381424
IRS990ScheduleD/BuildingsGrp/DepreciationAmt013470377
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt034851801
IRS990ScheduleD/DistributionsDuringYearAmt061900
IRS990ScheduleD/EndingBalanceAmt03941555
IRS990ScheduleD/EquipmentGrp/BookValueAmt01330279
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01857983
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt03188262
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt0592665
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0592665
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0144330
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12402677
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0COSTS TO ACQUIRE INITIAL CONTINUING CARE CONTRACTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1HELD BY TRUSTEE UNDER BOND INDENTURE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0147881
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0154832
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0302713

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.0$38.7$11.7$14.6$15.7$1.16
2023Detailed filing. Detailed filing data is available for this year.$28.4$39.0$10.6$13.6$14.8$1.17
2022Detailed filing. Detailed filing data is available for this year.$27.6$37.0$9.43$11.8$12.5$0.62
2021Detailed filing. Detailed filing data is available for this year.$27.6$36.5$8.87$11.8$11.8$0.05
2020Detailed filing. Detailed filing data is available for this year.$28.3$37.3$8.96$11.7$11.3$0.43
2019Detailed filing. Detailed filing data is available for this year.$29.0$33.1$4.16$11.0$11.5$0.47
2018Detailed filing. Detailed filing data is available for this year.$29.1$33.0$3.83$10.7$11.4$0.67
2017Detailed filing. Detailed filing data is available for this year.$30.3$33.5$3.11$11.2$11.3$0.09
2016Detailed filing. Detailed filing data is available for this year.$31.8$34.8$2.98$11.0$10.8$0.20
2015Detailed filing. Detailed filing data is available for this year.$31.8$35.0$3.23$10.5$11.0$0.54
2014Detailed filing. Detailed filing data is available for this year.$32.4$35.2$2.80$9.73$10.6$0.90
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.6$35.8$2.16$10.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$27.7$1.58$9.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$26.4$0.51$8.55
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.46$9.17$1.71$9.37