Civic Intelligence

Shady Lane Home Inc.

990 • Fiscal year 2020 • EIN 39-0829541

Oct 01, 2019 to Sep 30, 2020 • Filed on Jun 01, 2021

Organization ProfileWWW.SHADYLANEINC.COM

View Organization Page

1235 South 24th StreetManitowoc, WI 54220-5516

(920) 682-8254

Siviq Scores

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

Liabilities / Assets

65th percentile

0.40x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.62x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

40th percentile

1.2%

Higher net margin than 40% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

45th percentile

$159,531

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

31st percentile

1.2%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

8.8%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$16,493,640

Up $189,928 (+1.2%) from 2019

Net Assets

Up

$9,900,274

Up $299,828 (+3.1%) from 2019

Liabilities

Down

$6,593,366

Down $109,900 (-1.6%) from 2019

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin40th percentile

Revenue

Up

$10,665,672

Up $864,617 (+8.8%) from 2019

Expenses

Up

$10,535,934

Up $198,947 (+1.9%) from 2019

Net Income

Up

$129,738

Up $665,670 (+124%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$30M$20M$10M$0Assets 2010: $19,751,474Liabilities 2010: $7,046,715Net Assets 2010: $12,704,7592010Assets 2011: $20,165,940Liabilities 2011: $6,590,922Net Assets 2011: $13,575,0182011Assets 2012: $20,184,389Liabilities 2012: $6,091,222Net Assets 2012: $14,093,1672012Assets 2013: $20,059,503Liabilities 2013: $5,654,299Net Assets 2013: $14,405,2042013Assets 2014: $19,472,099Liabilities 2014: $5,243,929Net Assets 2014: $14,228,1702014Assets 2015: $13,669,745Liabilities 2015: $886,672Net Assets 2015: $12,783,0732015Assets 2016: $13,233,040Liabilities 2016: $1,295,856Net Assets 2016: $11,937,1842016Assets 2017: $17,888,815Liabilities 2017: $7,092,233Net Assets 2017: $10,796,5822017Assets 2018: $17,212,456Liabilities 2018: $7,089,386Net Assets 2018: $10,123,0702018Assets 2019: $16,303,712Liabilities 2019: $6,703,266Net Assets 2019: $9,600,4462019Assets 2020: $16,493,640Liabilities 2020: $6,593,366Net Assets 2020: $9,900,2742020Assets 2021: $15,807,912Liabilities 2021: $6,399,577Net Assets 2021: $9,408,3352021Assets 2022: $13,650,522Liabilities 2022: $6,502,456Net Assets 2022: $7,148,0662022Assets 2023: $12,135,844Liabilities 2023: $6,412,322Net Assets 2023: $5,723,5222023Assets 2024: $11,476,696Liabilities 2024: $5,958,663Net Assets 2024: $5,518,0332024

Highlighted filing

2020

Assets$16,493,640
Liabilities$6,593,366
Net Assets$9,900,274
Open 2020 Filing

Operations Trend

Revenue Growth64th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $11,136,9202010Expenses 2011: $11,206,3872011Revenue 2012: $10,938,302Expenses 2012: $10,654,573Net Income 2012: $283,7292012Revenue 2013: $10,727,291Expenses 2013: $10,366,027Net Income 2013: $361,2642013Revenue 2014: $10,348,830Expenses 2014: $10,533,113Net Income 2014: -$184,2832014Revenue 2015: $9,529,912Expenses 2015: $10,772,257Net Income 2015: -$1,242,3452015Revenue 2016: $8,882,570Expenses 2016: $9,916,737Net Income 2016: -$1,034,1672016Revenue 2017: $8,334,706Expenses 2017: $9,663,891Net Income 2017: -$1,329,1852017Revenue 2018: $9,346,621Expenses 2018: $10,101,766Net Income 2018: -$755,1452018Revenue 2019: $9,801,055Expenses 2019: $10,336,987Net Income 2019: -$535,9322019Revenue 2020: $10,665,672Expenses 2020: $10,535,934Net Income 2020: $129,7382020Revenue 2021: $9,565,870Expenses 2021: $10,396,472Net Income 2021: -$830,6022021Revenue 2022: $8,664,472Expenses 2022: $10,458,440Net Income 2022: -$1,793,9682022Revenue 2023: $9,287,005Expenses 2023: $10,891,144Net Income 2023: -$1,604,1392023Revenue 2024: $11,398,158Expenses 2024: $11,872,801Net Income 2024: -$474,6432024

Highlighted filing

2020

Revenue$10,665,672
Expenses$10,535,934
Net Income$129,738
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jun 1, 2021
Return Version
2019v5.2
Gross Receipts
$10,669,667
Mission and Program Overview

Mission

Shady lane strives to provide older adults in manitowoc county the highest quality residential care at a reasonable cost. Residents of shady lane can expect to enjoy a home-like setting with a supportive atmosphere that respects individuality, promotes physical and emotional wellbeing, and encourages independence.

Nursing care for the aged and disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,484,020$11,544,208▼ $939,812
Cash and Non-Interest-Bearing Accounts$878,975$1,882,521▲ $1,003,546
Investments in Publicly Traded Securities$886,978$934,280▲ $47,302
Accounts Receivable$578,216$496,133▼ $82,083
Prepaid Expenses and Deferred Charges$94,651$114,264▲ $19,613
Savings and Temporary Cash Investments$103,086$114,075▲ $10,989
Other Notes and Loans Receivable, Net$20,706$15,606▼ $5,100
Total Assets$16,303,712$16,493,640▲ $189,928
Other Assets Total$1,257,080$1,392,553▲ $135,473
Liabilities
Tax Exempt Bond Liabilities$5,845,048$5,729,195▼ $115,853
Accounts Payable and Accrued Expenses$851,399$853,044▲ $1,645
Escrow Account Liability$6,819$11,127▲ $4,308
Total Liabilities$6,703,266$6,593,366▼ $109,900
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,575,446$9,875,274▲ $299,828
Net Assets With Donor Restrictions$25,000$25,000→ $0
Total Net Assets Fund Balance$9,600,446$9,900,274▲ $299,828
Total Liabilities and Net Assets / Fund Balance$16,303,712$16,493,640▲ $189,928

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,087,915$10,809,471$20,897,386
Equipment$1,240,077$1,308,443$2,548,520
Land$216,216-$216,216
Other Assets Org$1,392,553--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$25,000---$25,000
2019$25,000---$25,000
2018$25,000---$25,000
2017$25,000---$25,000
2016$25,000-▲ $25$25$25,000
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Todd MeerdinkCEOFT$141,489$18,042$159,531
Kasandra KulpaCFOFT$83,484$2,505$85,989

Board Members and Trustees

NameTitle
Marilyn Kaufmann-termedBoard Chair
Sandy HardrathBoard Chair
Jeremy SehloffBoard Vice Chair
Dayna GoetzBoard Member
Dennis TienorBoard Member
Don KarmanBoard Member
Jennifer RiedyBoard Member
Judy CareyBoard Member
Kay AvciBoard Member
Mary GovierBoard Member
Matthew NeuBoard Member
Mike Schaus-termedBoard Member
Monica NichterBoard Member
Stanley JohnsonBoard Member
Timothy BurkardBoard Member
Tina PriggeBoard Member
David LessBoard Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Homecare Health Services & HospiceTherapy Services1004 WASHINGTON ST, Manitowoc, WI 54220$775,985
Revenue and Support

Revenue Composition

Contributions and Grants
$1,562,565
Program Service Revenue
$9,058,159
Investment Income
$21,643
Other Revenue
$23,305
All Other Contributions
$21,875
Change in Net Assets
$129,738

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,662,992
Revenue Not Reported on Financial Statements
$2,680
Revenue Not Reported on Form 990
$170,090
Other Revenue Adjustments
$-3,995
Total Revenue per Audited Statements
$10,833,082
Total Revenue per Form 990
$10,665,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,355,439
Other Expenses$4,180,495
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,733,029$408,363-$5,141,392
Depreciation Depletion$934,634$94,669-$1,029,303
Fees for Services Other$852,636$23,568-$876,204
Office Expenses$603,356$171,961-$775,317
Other Employee Benefits$448,879$49,955-$498,834
Payroll Taxes$358,224$48,162-$406,386
Insurance$246,240$30,391-$276,631
Occupancy$251,073$25,431-$276,504
Current Officers, Directors, Trustees, and Key Employees-$245,519-$245,519
Interest$186,412$18,882-$205,294
Advertising-$80,814-$80,814
Pension Plan Contributions$62,109$1,199-$63,308
Fees for Services Accounting-$30,196-$30,196
All Other Expenses$15,414$6,961-$22,375
Other Expenses$19,742--$19,742
Fees for Service Investment Mgmnt Fees-$6,675-$6,675
Fees for Services Legal-$5,865-$5,865
Travel$1,652$65-$1,717
Total Functional Expenses$9,287,258$1,248,676$0$10,535,934

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,535,934
Total Expenses per Audited Statements$10,533,254
Expenses per Audited Statements$10,529,259
Expenses Not Reported on Financial Statements$6,675
Expenses Not Reported on Form 990$3,995
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

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWisconsin Health and Education Finance Authority Series 20162016-12-23$6,000,000-

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$6,000,000-$118,030$64,525

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
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is provided to the organizations' board of directors executive committee before it was filed. The final form 990 is made available to all board members. The executive committee designates the detail review of the form 990 to management, but has final approval of the return.”

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

“The board of directors authorizes the officers of the organization to periodically, but not less than annually, survey the board members regarding any potential conflicts, to maintain such information and report back to the board regarding any potential conflicts of interest. Board members have the duty to fully disclose to the board, prior to deliberations, the nature and extent of any interest in any transaction being considered. After the disclosure is made and the interested party answers all appropriate questions, he shall depart from the portion of the meeting in which the transaction is being considered and shall not participate in further discussion of or vote on the transaction.”

Form 990, Part VI, Section B, Line 15

“The process for determining compensation for the officers and other key employees of the organization include: 1) review and approval by the executive committee of the board of directors (those without conflict); 2) use of data as to comparable compensation; and 3) contemporaneous documentation and record keeping.”

Form 990, Part VI, Section C, Line 19

“The organization believes its governing documents, conflict of interest policy, and financial statements are the property of the organization and does not make them available to the public.”

Filing and Contact Details

Filer

Filer Name
Shady Lane Inc
EIN
39-0829541
Phone
9206828254
Address
1235 SOUTH 24TH STREET, MANITOWOC, WI 54220-5516

Signing Officer

Name
Kasandra Kulpa
Title
CFO
Phone
9206828254
Signed
2021-06-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kasandra Kulpa
Formed
1950
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
297
Volunteers
20

Preparer

Firm
Wipfli Llp
Address
PO BOX 12237, GREEN BAY, WI 54307-2237
Preparer
Terri Rexrode CPA Mst
Phone
9206620016
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest in lakeshore community foundation 135,473.”

FORM 990, PART XII, LINE 2C:

“Form 990, part xii, line 2c: the finance committee is responsible for the oversight of the audit and selection of the audit firm. This process has not changed from the prior year.”

Financial Statement Notes

PART IV, LINE 2B:

“Residents' funds held in trust consist of amounts on deposit with the organization by residents for safekeeping. These funds can be withdrawn at any time by the residents.”

PART V, LINE 4:

“Permanently restricted net assets at september 30, 2020 represent a donor-restricted endowment fund. The income from the endowment fund is expendable to support incidental expenses of residents.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest in lakeshore community foundation 135,473.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“RENTAL EXPENSES -3,995.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 3,995.”

Raw XML AppendixShowing 400 of 693 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm6JUDY CAREY
IRS990/Form990PartVIISectionAGrp/PersonNm7MATTHEW NEU
IRS990/Form990PartVIISectionAGrp/PersonNm8DENNIS TIENOR
IRS990/Form990PartVIISectionAGrp/PersonNm9STANLEY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm10DON KARMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11MONICA NICHTER
IRS990/Form990PartVIISectionAGrp/PersonNm12MIKE SCHAUS-TERMED
IRS990/Form990PartVIISectionAGrp/PersonNm13JENNIFER RIEDY
IRS990/Form990PartVIISectionAGrp/PersonNm14TIMOTHY BURKARD
IRS990/Form990PartVIISectionAGrp/PersonNm15MARY GOVIER
IRS990/Form990PartVIISectionAGrp/PersonNm16TINA PRIGGE
IRS990/Form990PartVIISectionAGrp/PersonNm17KAY AVCI
IRS990/Form990PartVIISectionAGrp/PersonNm18DAYNA GOETZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0144489
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt183484
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt06511
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt01540690
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06511
IRS990/GrossReceiptsAmt010669667
IRS990/GrossRentsGrp/RealAmt027300
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt030391
IRS990/InsuranceGrp/ProgramServicesAmt0246240
IRS990/InsuranceGrp/TotalAmt0276631
IRS990/InterestGrp/ManagementAndGeneralAmt018882
IRS990/InterestGrp/ProgramServicesAmt0186412
IRS990/InterestGrp/TotalAmt0205294
IRS990/InvestmentIncomeGrp/ExclusionAmt015132
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015132
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0886978
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0934280
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012117914
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012484020
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011544208
IRS990/LandBldgEquipCostOrOtherBssAmt023662122
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt03995
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SHADY LANE STRIVES TO PROVIDE OLDER ADULTS IN MANITOWOC COUNTY THE HIGHEST QUALITY RESIDENTIAL CARE AT A REASONABLE COST. RESIDENTS OF SHADY LANE CAN EXPECT TO ENJOY A HOME-LIKE SETTING WITH A SUPPORTIVE ATMOSPHERE THAT RESPECTS INDIVIDUALITY, PROMOTES PHYSICAL AND EMOTIONAL WELL BEING, AND ENCOURAGES INDEPENDENCE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09600446
IRS990/NetAssetsOrFundBalancesEOYAmt09900274
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06511
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06511
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt023305
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt023305
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt034617
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09575446
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09875274
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt025431
IRS990/OccupancyGrp/ProgramServicesAmt0251073
IRS990/OccupancyGrp/TotalAmt0276504
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0171961
IRS990/OfficeExpensesGrp/ProgramServicesAmt0603356
IRS990/OfficeExpensesGrp/TotalAmt0775317
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01257080
IRS990/OtherAssetsTotalGrp/EOYAmt01392553
IRS990/OtherChangesInNetAssetsAmt0135473
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt049955
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0448879
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0498834
IRS990/OtherExpensesGrp/Desc0MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1BED ASSESSMENT
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0399729
IRS990/OtherExpensesGrp/ProgramServicesAmt1102000
IRS990/OtherExpensesGrp/ProgramServicesAmt272129
IRS990/OtherExpensesGrp/ProgramServicesAmt319742
IRS990/OtherExpensesGrp/TotalAmt0399729
IRS990/OtherExpensesGrp/TotalAmt1102000
IRS990/OtherExpensesGrp/TotalAmt272129
IRS990/OtherExpensesGrp/TotalAmt319742
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0408363
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04733029
IRS990/OtherSalariesAndWagesGrp/TotalAmt05141392
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt020706
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt015606
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt048162
IRS990/PayrollTaxesGrp/ProgramServicesAmt0358224
IRS990/PayrollTaxesGrp/TotalAmt0406386
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01199
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt062109
IRS990/PensionPlanContributionsGrp/TotalAmt063308
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt094651
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0114264
IRS990/PrincipalOfficerNm0KASANDRA KULPA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0SKILLED NURSING FACILITY
IRS990/ProgramServiceRevenueGrp/Desc1ASSISTED LIVING FACILITY
IRS990/ProgramServiceRevenueGrp/Desc2OTHER
IRS990/ProgramServiceRevenueGrp/Desc3CAFETERIA REVENUES
IRS990/ProgramServiceRevenueGrp/Desc4BEAUTY & BARBER SHOP
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0139199
IRS990/ProgramServiceRevenueGrp/ExclusionAmt18107
IRS990/ProgramServiceRevenueGrp/ExclusionAmt27309
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04807183
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14096361
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04807183
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14096361
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2139199
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38107
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt47309
IRS990/ProgSrvcAccomActy2Grp/Desc0ASSISTED LIVING SERVICES ARE OFFERED TO THE LIGHTER CARE ASSISTED LIVING POPULATION. THESE RESIDENTS CAN MAINTAIN AN AMOUNT OF INDEPENDENCE WHILE STILL RECEIVING THE NECESSARY NURSING SERVICE TO MAINTAIN A QUALITY OF LIFE. RESIDENTS IN THE ASSISTED LIVING CAN INCLUDE THE PRIVATE PAY RESIDENTS AND RESIDENTS RECEIVING GOVERNMENT FUNDING. NUMBER OF RESIDENTS TREATED IN PLAN YEAR WERE 169.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03532090
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt04096361
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt013298
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt030987
IRS990/PYOtherExpensesAmt04213894
IRS990/PYOtherRevenueAmt034508
IRS990/PYProgramServiceRevenueAmt09722262
IRS990/PYRevenuesLessExpensesAmt0-535932
IRS990/PYSalariesCompEmpBnftPaidAmt06123093
IRS990/PYTotalExpensesAmt010336987
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09801055
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0129738
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt023305
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04807183
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0103086

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,493,640
Liabilities
$6,593,366
Net assets
$9,900,274
Revenue
$10,665,672
Expenses
$10,535,934
Net income
$129,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.5$5.96$5.52$11.4$11.9$0.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$6.41$5.72$9.29$10.9$1.60
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$6.50$7.15$8.66$10.5$1.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$6.40$9.41$9.57$10.4$0.83
2020Detailed filing. Detailed filing data is available for this year.$16.5$6.59$9.90$10.7$10.5$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$6.70$9.60$9.80$10.3$0.54
2018Detailed filing. Detailed filing data is available for this year.$17.2$7.09$10.1$9.35$10.1$0.76
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$17.9$7.09$10.8$8.33$9.66$1.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$1.30$11.9$8.88$9.92$1.03
2015Detailed filing. Detailed filing data is available for this year.$13.7$0.89$12.8$9.53$10.8$1.24
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$19.5$5.24$14.2$10.3$10.5$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.1$5.65$14.4$10.7$10.4$0.36
2012Summary only. Only limited summary data is available for this year.$20.2$6.09$14.1$10.9$10.7$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.2$6.59$13.6$11.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.8$7.05$12.7$11.1