Civic Intelligence

Maplewood Residence Inc.

990 • Fiscal year 2019 • EIN 36-3361594

Oct 01, 2018 to Sep 30, 2019 • Filed on Jul 28, 2020

610 Summit DriveFairmont, MN 56031

(507) 235-6606

Siviq Scores

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

Liabilities / Assets

40th percentile

0.04x

Higher debt load relative to assets than 40% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.14x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

68th percentile

$99,065

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

54th percentile

4.3%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-8.0%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,026,224

Up $84,198 (+4.3%) from 2018

Net Assets

Up

$1,946,934

Up $88,369 (+4.8%) from 2018

Liabilities

Down

$79,290

Down $4,171 (-5.0%) from 2018

Revenue

Down

$562,104

Down $49,091 (-8.0%) from 2018

Expenses

Up

$482,918

Up $34,842 (+7.8%) from 2018

Net Income

Down

$79,186

Down $83,933 (-51%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,901,994Liabilities 2010: $723,417Net Assets 2010: $1,178,5772010Assets 2011: $1,823,412Liabilities 2011: $609,156Net Assets 2011: $1,214,2562011Assets 2012: $1,846,321Liabilities 2012: $480,967Net Assets 2012: $1,365,3542012Assets 2013: $1,636,354Liabilities 2013: $332,290Net Assets 2013: $1,304,0642013Assets 2014: $1,391,929Liabilities 2014: $207,453Net Assets 2014: $1,184,4762014Assets 2015: $1,428,685Liabilities 2015: $112,933Net Assets 2015: $1,315,7522015Assets 2016: $1,560,453Liabilities 2016: $78,578Net Assets 2016: $1,481,8752016Assets 2017: $1,757,940Liabilities 2017: $76,667Net Assets 2017: $1,681,2732017Assets 2018: $1,942,026Liabilities 2018: $83,461Net Assets 2018: $1,858,5652018Assets 2019: $2,026,224Liabilities 2019: $79,290Net Assets 2019: $1,946,9342019Assets 2020: $2,156,462Liabilities 2020: $90,892Net Assets 2020: $2,065,5702020Assets 2021: $2,313,020Liabilities 2021: $87,589Net Assets 2021: $2,225,4312021Assets 2022: $2,416,125Liabilities 2022: $195,663Net Assets 2022: $2,220,4622022Assets 2023: $2,446,300Liabilities 2023: $105,560Net Assets 2023: $2,340,7402023Assets 2024: $2,474,659Liabilities 2024: $99,074Net Assets 2024: $2,375,5852024

Highlighted filing

2019

Assets$2,026,224
Liabilities$79,290
Net Assets$1,946,934

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $456,7742010Expenses 2011: $452,1952011Expenses 2012: $429,8372012Expenses 2013: $651,5112013Revenue 2014: $571,443Expenses 2014: $669,822Net Income 2014: -$98,3792014Revenue 2015: $560,279Expenses 2015: $430,768Net Income 2015: $129,5112015Revenue 2016: $592,157Expenses 2016: $439,384Net Income 2016: $152,7732016Revenue 2017: $601,868Expenses 2017: $424,822Net Income 2017: $177,0462017Revenue 2018: $611,195Expenses 2018: $448,076Net Income 2018: $163,1192018Revenue 2019: $562,104Expenses 2019: $482,918Net Income 2019: $79,1862019Revenue 2020: $599,296Expenses 2020: $480,760Net Income 2020: $118,5362020Revenue 2021: $636,942Expenses 2021: $477,081Net Income 2021: $159,8612021Revenue 2022: $553,101Expenses 2022: $531,791Net Income 2022: $21,3102022Revenue 2023: $635,230Expenses 2023: $475,830Net Income 2023: $159,4002023Revenue 2024: $535,956Expenses 2024: $526,475Net Income 2024: $9,4812024

Highlighted filing

2019

Revenue$562,104
Expenses$482,918
Net Income$79,186
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jul 28, 2020
Return Version
2018v3.2
Gross Receipts
$562,104
Mission and Program Overview

Mission

The mission of lakeview is to demonstrate gods love for his people through a continuum of life enhancing supportive services for older adults and their families. Maplewood residence, inc. Provides independent housing for people 55 and older in a safe, secure, and pleasant environment.

Maplewood residence, inc. Provides independent housing for people 55 and older.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$868,130$942,930▲ $74,800
Land, Buildings, and Equipment, Net$575,517$571,480▼ $4,037
Investments in Publicly Traded Securities$185,899$195,044▲ $9,145
Accounts Receivable$398$635▲ $237
Prepaid Expenses and Deferred Charges$288$281▼ $7
Cash and Non-Interest-Bearing Accounts$200$200→ $0
Total Assets$1,942,026$2,026,224▲ $84,198
Other Assets Total$311,594$315,654▲ $4,060
Liabilities
Accounts Payable and Accrued Expenses$32,612$33,059▲ $447
Escrow Account Liability$29,356$25,300▼ $4,056
Other Liabilities$21,493$20,931▼ $562
Total Liabilities$83,461$79,290▼ $4,171
Net Assets / Fund Balance
Unrestricted Net Assets$1,794,163$1,878,472▲ $84,309
Temporarily Rstr Net Assets$64,402$68,462▲ $4,060
Total Net Assets Fund Balance$1,858,565$1,946,934▲ $88,369
Total Liabilities and Net Assets / Fund Balance$1,942,026$2,026,224▲ $84,198

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$380,804$2,500,744$2,881,548
Other Land Buildings$55,533$174,588$230,121
Equipment$51,502$172,124$223,626
Land$83,641-$83,641
Other Assets Org$68,463--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$269,103---$269,103
2017$269,103---$269,103
2016$269,103---$269,103
2015$269,103---$269,103
2014$269,103---$269,103
Compensation and Service Providers

Employees

NameTitleOtherTotal
Deborah BarnesExecutive Director$99,065$99,065
Kris IsenbergFinancial Director$60,364$60,364

Board Members and Trustees

NameTitle
Brad MusserPresident
Courtney CutlerVice President
Darin HaugenDirector
Dr John LundDirector
Jerry EvelsizerDirector
Les AndersonDirector
Nancy NordstromDirector
Tom HawkinsDirector
Vicki HoeftSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$493,885
Investment Income
$13,811
Other Revenue
$54,408
Change in Net Assets
$79,186
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$480,046
Salaries, Compensation, and Employee Benefits$2,872
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$206,004-$206,004
Depreciation Depletion$113,594--$113,594
Occupancy$69,830--$69,830
Office Expenses-$21,596-$21,596
Insurance-$19,000-$19,000
Interest$8,794$284-$9,078
Fees for Services Accounting-$5,299-$5,299
Advertising-$5,038-$5,038
Conferences and Meetings-$3,658-$3,658
Travel$2,978--$2,978
Pension Plan Contributions$1,661--$1,661
Other Employee Benefits$1,211--$1,211
Other Expenses$1,236$588-$588
All Other Expenses$105$232-$337
Total Functional Expenses$221,219$261,699$0$482,918
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accounts Payable - Related$20,931
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The organization has no committee that has the authroity to act on behalf of the board.

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

The executive director leads the review by the board of directors at the bod meeting after the 990 has been completed and prior to due date and submission to the internal revenue service.

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

As board members are chosen to serve, the nominating committee reviews policys with them and potential conflicts of banking, financial or competitive nature are reviewed before offers are given. If a conflict arises during a discussion, board member with conflict pledges to abstain. Current board members annually review and monitor policies and potential conflicts of interest.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and financial statements are available in the administrative office upon request for a stated and agreed upon purpose.

Filing and Contact Details

Filer

Filer Name
Maplewood Residence Inc
EIN
36-3361594
Phone
5072356606
Address
610 SUMMIT DRIVE, FAIRMONT, MN 56031

Signing Officer

Name
Deborah M Barnes
Title
Executive Director
Phone
5072356606
Signed
2020-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah M Barnes
Formed
1984
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
121 WEST BRIDGE STREET, OWATONNA, MN 55060
Preparer
Trent Fast
Phone
5074467100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in interest of foundation assets 4,060. Rounding

Form 990, Part XII, Line 2C

The organization's board of directors assumes responsibility for the oversight of the audit of its consolidated financial statements and the selection of its independent accountant.

Financial Statement Notes

PART IV, LINE 2B:

The organization is the trustee of residents' funds and has a fiduciary responsibility for the administration and distribution of these funds for residents.

PART V, LINE 4:

The endowment is held at lakeview methodist healthcare foundation inc. To support the care for the elderly at lakeview methodist care center and maplewood residence.

PART X, LINE 2:

Lakeview united methodist care center, inc., lakeview united methodist health care foundation, inc. And maplewood resident, inc. Are tax exempt organizations under section 501(c)(3) of the internal revenue code and consequently records no provision for income taxes. Lakeview united methodist health services, inc. And affiliates follows the income tax standard for uncertain tax positions. No liability has been recognized as a result of this standard. Each entity files as a tax-exempt organization. Should that status be challenged in the future, all years since inception could be subject to review by the irs.

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IRS990/Desc0MRI IS A 24 HOUR SECURE INDEPENDENT SENIOR LIVING COMPLEX THAT HAS 39 RENTABLE APARTMENTS WITH A VARIETY OF FLOOR PLANS. MRI OFFERS SENIORS MAINTENANCE FREE LIVING IN A FUN AND FRIENDLY COMMUNITY ENVIRONMENT. WE OFFER FREE TRANSPORTATION TWICE A WEEK FOR YOUR SHOPPING OR APPOINTMENT NEEDS. MEAL PACKAGES, HOUSEKEEPING AND LAUNDRY SERVICE ARE AVAILABLE FOR A FEE. MRI IS A PART OF LAKEVIEW HEALTH CARE CAMPUS, ALLOWING TENANTS TO UTILIZE THE MANY AMENITIES THAT ARE AVAILABLE ON THE CAMPUS SUCH AS CHAPEL AND CHAPLAIN SERVICES, BEAUTY SALON, THERAPY SERVICES AND A GIFT SHOP.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/MissionDesc0THE MISSION OF LAKEVIEW IS TO DEMONSTRATE GODS LOVE FOR HIS PEOPLE THROUGH A CONTINUUM OF LIFE ENHANCING SUPPORTIVE SERVICES FOR OLDER ADULTS AND THEIR FAMILIES. MAPLEWOOD RESIDENCE, INC. PROVIDES INDEPENDENT HOUSING FOR PEOPLE 55 AND OLDER IN A SAFE, SECURE, AND PLEASANT ENVIRONMENT.
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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0311594
IRS990/OtherAssetsTotalGrp/EOYAmt0315654
IRS990/OtherChangesInNetAssetsAmt04060
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01211
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01211
IRS990/OtherExpensesGrp/Desc0LICENSES & PERMITS
IRS990/OtherExpensesGrp/Desc1MISC. EXPENSE
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0588
IRS990/OtherExpensesGrp/ProgramServicesAmt014669
IRS990/OtherExpensesGrp/ProgramServicesAmt17141
IRS990/OtherExpensesGrp/ProgramServicesAmt21236
IRS990/OtherExpensesGrp/TotalAmt014669
IRS990/OtherExpensesGrp/TotalAmt17141
IRS990/OtherExpensesGrp/TotalAmt21236
IRS990/OtherExpensesGrp/TotalAmt3588
IRS990/OtherLiabilitiesGrp/BOYAmt021493
IRS990/OtherLiabilitiesGrp/EOYAmt020931
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt054408
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt054408
IRS990/OtherRevenueTotalAmt054408
IRS990/PartialLiquidationInd00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01661
IRS990/PensionPlanContributionsGrp/TotalAmt01661
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0288
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0281
IRS990/PrincipalOfficerNm0DEBORAH M BARNES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0493885
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0493885
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010353
IRS990/PYOtherExpensesAmt0446312
IRS990/PYOtherRevenueAmt059508
IRS990/PYProgramServiceRevenueAmt0541334
IRS990/PYRevenuesLessExpensesAmt0163119
IRS990/PYSalariesCompEmpBnftPaidAmt01764
IRS990/PYTotalExpensesAmt0448076
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0611195
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt079186
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0493885
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0868130
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0942930
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013811
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010353
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03592
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07894
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01661
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt037311
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0493885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0541334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0539015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0530157
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0490620
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02595011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013811
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010353
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03592
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07894
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01661
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt037311
IRS990ScheduleA/InvestmentIncomeCYPct00.01270
IRS990ScheduleA/InvestmentIncomePYPct00.01940
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt054408
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt059508
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt059119
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt054106
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt067998
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0295139
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.33270
IRS990ScheduleA/PublicSupportPY509Pct00.33440
IRS990ScheduleA/PublicSupportTotal509Amt0973848
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0316971
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0329687
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0338196
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0329884
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0306425
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01621163
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0316971
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0329687
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0338196
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0329884
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0306425
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01621163
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0493885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0541334
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0539015
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0530157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0490620
IRS990ScheduleA/Total509Grp/TotalAmt02595011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0562104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0611195
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0601726
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0592157
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0560279
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02927461
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0380804
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02500744
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02881548
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0269103
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0269103
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0269103
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0269103
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0269103
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0269103
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0269103
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0269103
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0269103
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0269103
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt051502
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0172124
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0223626
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt083641
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt083641
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0247191
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt168463
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RELATED PARTY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTEREST IN NET ASSETS OF LAKEVIEW
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt055533
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0174588
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0230121
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020931
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCOUNTS PAYABLE - RELATED
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS THE TRUSTEE OF RESIDENTS' FUNDS AND HAS A FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION AND DISTRIBUTION OF THESE FUNDS FOR RESIDENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ENDOWMENT IS HELD AT LAKEVIEW METHODIST HEALTHCARE FOUNDATION INC. TO SUPPORT THE CARE FOR THE ELDERLY AT LAKEVIEW METHODIST CARE CENTER AND MAPLEWOOD RESIDENCE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2LAKEVIEW UNITED METHODIST CARE CENTER, INC., LAKEVIEW UNITED METHODIST HEALTH CARE FOUNDATION, INC. AND MAPLEWOOD RESIDENT, INC. ARE TAX EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CONSEQUENTLY RECORDS NO PROVISION FOR INCOME TAXES. LAKEVIEW UNITED METHODIST HEALTH SERVICES, INC. AND AFFILIATES FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. NO LIABILITY HAS BEEN RECOGNIZED AS A RESULT OF THIS STANDARD. EACH ENTITY FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0571480
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0315654
IRS990ScheduleD/TotalLiabilityAmt020931
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO COMMITTEE THAT HAS THE AUTHROITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR LEADS THE REVIEW BY THE BOARD OF DIRECTORS AT THE BOD MEETING AFTER THE 990 HAS BEEN COMPLETED AND PRIOR TO DUE DATE AND SUBMISSION TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS BOARD MEMBERS ARE CHOSEN TO SERVE, THE NOMINATING COMMITTEE REVIEWS POLICYS WITH THEM AND POTENTIAL CONFLICTS OF BANKING, FINANCIAL OR COMPETITIVE NATURE ARE REVIEWED BEFORE OFFERS ARE GIVEN. IF A CONFLICT ARISES DURING A DISCUSSION, BOARD MEMBER WITH CONFLICT PLEDGES TO ABSTAIN. CURRENT BOARD MEMBERS ANNUALLY REVIEW AND MONITOR POLICIES AND POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE IN THE ADMINISTRATIVE OFFICE UPON REQUEST FOR A STATED AND AGREED UPON PURPOSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN INTEREST OF FOUNDATION ASSETS 4,060. ROUNDING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS CONSOLIDATED FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.10$2.38$0.54$0.53$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.45$0.11$2.34$0.64$0.48$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.42$0.20$2.22$0.55$0.53$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.31$0.09$2.23$0.64$0.48$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.09$2.07$0.60$0.48$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.03$0.08$1.95$0.56$0.48$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.94$0.08$1.86$0.61$0.45$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.08$1.68$0.60$0.42$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.08$1.48$0.59$0.44$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.11$1.32$0.56$0.43$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.21$1.18$0.57$0.67$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.33$1.30$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.48$1.37$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.61$1.21$0.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.72$1.18$0.46
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits