Civic Intelligence

United Lutheran Program for the Aging Inc.

990 • Fiscal year 2014 • EIN 39-0981434

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 23, 2015

4545 North 92nd StreetWauwatosa, WI 53225

(414) 464-3880

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.57x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

70th percentile

0.87x

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

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

40th percentile

2.0%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

17th percentile

$170,263

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

29th percentile

0.8%

Faster asset growth than 29% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

32nd percentile

-0.1%

Faster revenue growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Assets

Up

$55,211,165

Up $435,746 (+0.8%) from 2013

Net Assets

Up

$23,479,664

Up $1,374,386 (+6.2%) from 2013

Liabilities

Down

$31,731,501

Down $938,640 (-2.9%) from 2013

Revenue

Down

$36,462,712

Down $39,905 (-0.1%) from 2013

Expenses

Down

$35,751,266

Down $293,846 (-0.8%) from 2013

Net Income

Up

$711,446

Up $253,941 (+56%) from 2013

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $55,678,687Liabilities 2010: $34,480,221Net Assets 2010: $21,198,4662010Assets 2011: $55,665,516Liabilities 2011: $33,607,396Net Assets 2011: $22,058,1202011Assets 2012: $57,389,482Liabilities 2012: $34,854,705Net Assets 2012: $22,534,7772012Assets 2013: $54,775,419Liabilities 2013: $32,670,141Net Assets 2013: $22,105,2782013Assets 2014: $55,211,165Liabilities 2014: $31,731,501Net Assets 2014: $23,479,6642014Assets 2015: $52,823,487Liabilities 2015: $29,974,057Net Assets 2015: $22,849,4302015Assets 2016: $49,335,684Liabilities 2016: $27,478,549Net Assets 2016: $21,857,1352016Assets 2017: $49,319,525Liabilities 2017: $26,765,203Net Assets 2017: $22,554,3222017Assets 2018: $45,047,443Liabilities 2018: $25,010,302Net Assets 2018: $20,037,1412018Assets 2019: $43,479,299Liabilities 2019: $22,988,069Net Assets 2019: $20,491,2302019Assets 2020: $46,394,633Liabilities 2020: $25,131,980Net Assets 2020: $21,262,6532020Assets 2021: $44,109,199Liabilities 2021: $19,364,525Net Assets 2021: $24,744,6742021Assets 2022: $41,124,824Liabilities 2022: $18,775,589Net Assets 2022: $22,349,2352022Assets 2023: $45,082,707Liabilities 2023: $22,666,832Net Assets 2023: $22,415,8752023Assets 2024: $52,364,342Liabilities 2024: $29,707,828Net Assets 2024: $22,656,5142024

Highlighted filing

2014

Assets$55,211,165
Liabilities$31,731,501
Net Assets$23,479,664

Operations Trend

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

$40M$20M$0-$20MExpenses 2010: $37,042,1452010Revenue 2011: $38,373,589Expenses 2011: $37,033,503Net Income 2011: $1,340,0862011Expenses 2012: $37,447,4942012Revenue 2013: $36,502,617Expenses 2013: $36,045,112Net Income 2013: $457,5052013Revenue 2014: $36,462,712Expenses 2014: $35,751,266Net Income 2014: $711,4462014Revenue 2015: $36,072,447Expenses 2015: $35,796,850Net Income 2015: $275,5972015Revenue 2016: $34,946,002Expenses 2016: $36,309,644Net Income 2016: -$1,363,6422016Revenue 2017: $32,697,653Expenses 2017: $32,547,094Net Income 2017: $150,5592017Revenue 2018: $31,240,991Expenses 2018: $32,646,495Net Income 2018: -$1,405,5042018Revenue 2019: $30,065,945Expenses 2019: $30,805,157Net Income 2019: -$739,2122019Revenue 2020: $30,469,570Expenses 2020: $30,221,226Net Income 2020: $248,3442020Revenue 2021: $32,538,554Expenses 2021: $28,978,930Net Income 2021: $3,559,6242021Revenue 2022: $26,200,196Expenses 2022: $28,562,726Net Income 2022: -$2,362,5302022Revenue 2023: $29,651,801Expenses 2023: $30,071,281Net Income 2023: -$419,4802023Revenue 2024: $33,388,920Expenses 2024: $33,139,745Net Income 2024: $249,1752024

Highlighted filing

2014

Revenue$36,462,712
Expenses$35,751,266
Net Income$711,446
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 23, 2015
Return Version
2014v5.0
Gross Receipts
$68,946,220
Mission and Program Overview

Mission

To share god's love by enriching the lives of older adults through excellent housing, care & services.

Share god's love by enriching the lives of older adults through excellent housing, care, & services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$25,957,123$24,506,812▼ $1,450,311
Investments in Publicly Traded Securities$22,680,624$24,038,681▲ $1,358,057
Accounts Receivable$2,266,568$2,462,356▲ $195,788
Cash and Non-Interest-Bearing Accounts$1,560,621$1,961,541▲ $400,920
Investments Other Securities$919,741$920,111▲ $370
Prepaid Expenses and Deferred Charges$462,073$457,009▼ $5,064
Inventories for Sale or Use$219,007$196,696▼ $22,311
Intangible Assets$141,168$99,129▼ $42,039
Savings and Temporary Cash Investments$12,835$18,851▲ $6,016
Total Assets$54,775,419$55,211,165▲ $435,746
Other Assets Total$555,659$549,979▼ $5,680
Liabilities
Tax Exempt Bond Liabilities$20,040,000$18,855,000▼ $1,185,000
Other Liabilities$8,869,480$9,002,690▲ $133,210
Accounts Payable and Accrued Expenses$3,701,618$3,815,228▲ $113,610
Escrow Account Liability$59,043$58,583▼ $460
Total Liabilities$32,670,141$31,731,501▼ $938,640
Net Assets / Fund Balance
Unrestricted Net Assets$21,975,755$23,330,763▲ $1,355,008
Temporarily Rstr Net Assets$129,523$148,901▲ $19,378
Total Net Assets Fund Balance$22,105,278$23,479,664▲ $1,374,386
Total Liabilities and Net Assets / Fund Balance$54,775,419$55,211,165▲ $435,746

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,199,690$43,896,435$62,096,125
Equipment$5,234,126$15,585,729$20,819,855
Other Land Buildings$736,499$1,499,994$2,236,493
Land$336,497-$336,497
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David BeinlichInterim PresidentFT$114,705$55,558$170,263
David SmithEmployeeFT$127,049$21,960$149,009
Elizabeth DiehlAsst Treasurer/CFOFT$132,147$6,509$138,656
Larry SwankeEmployeeFT$109,899$20,593$130,492
James StromEmployeeFT$107,784$22,466$130,250
Luanne SchmidtEmployeeFT$104,677$13,229$117,906
Reverend David KellerPresident/CEO - Former-$26,561$91,149$117,710

Board Members and Trustees

NameTitle
Dale KirchnerChair
William PickeringImmediate Past Chair
David AndersonDirector
Elaine SchmedaDirector
James HoffmanDirector
John SilsethDirector
Marilyn LangeDirector
Mark SabinDirector
Melanie VarinDirector
Steve KnowlesDirector
Terry WussowDirector
Timothy SchoeweDirector
William KnappDirector
Kathleen CzarniakSecretary
Larry NinesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
SodexoFood Service4880 PAYSHPERE CIRCLE, Chicago, IL 60674$2,286,569
Healthreach RehabilitationTherapy Services17280 W NORTH AVENUE, Brookfield, WI 53045$1,396,647
Johnson ControlsHvac ServicesPO BOX 905240, Charlotte, NC 28290$270,453
Home DepotConstruction Services4155 N PORT WASHINGTON RD, Milwaukee, WI 53212$159,199
Revenue and Support

Revenue Composition

Contributions and Grants
$1,118,841
Program Service Revenue
$34,065,374
Investment Income
$1,059,011
Other Revenue
$219,486
All Other Contributions
$243,699
Change in Net Assets
$711,446

Audited Revenue Reconciliation

Revenue per Audited Statements
$36,333,806
Revenue Not Reported on Financial Statements
$128,906
Revenue Not Reported on Form 990
$19,865
Other Revenue Adjustments
$128,906
Total Revenue per Audited Statements
$36,353,671
Total Revenue per Form 990
$36,462,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$21,213,798
Other Expenses$14,537,468
Total Fundraising Expense$37,564
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$14,445,225$1,907,004$22,631$16,374,860
Other Employee Benefits$2,129,952$596,533$5,919$2,732,404
Depreciation Depletion$2,707,171--$2,707,171
Occupancy$1,660,567--$1,660,567
Other Expenses$1,275,874$130,719$604$1,407,197
Payroll Taxes$1,084,086$126,608$1,535$1,212,229
All Other Expenses$380,005$117,734-$497,739
Interest$485,012--$485,012
Pension Plan Contributions$298,414$169,262-$467,676
Fees for Services Other$415,091$29,738-$444,829
Current Officers, Directors, Trustees, and Key Employees$426,629--$426,629
Information Technology$58,683$141,779-$200,462
Insurance$176,783--$176,783
Fees for Services Legal-$165,272-$165,272
Advertising$153,417$1,646$6,759$161,822
Office Expenses$32,643$114,507-$147,150
Conferences and Meetings$39,679$966-$40,645
Travel$2,151$2,157$116$4,424
Total Functional Expenses$32,209,777$3,503,925$37,564$35,751,266

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$35,751,266
Total Expenses per Audited Statements$35,751,266
Total Expenses per Form 990$35,751,266
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Founders Fees$9,002,690

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWisconsin Health and Educational Facilities Authority2012-08-29$21,170,000Refunding of 2009 bonds and funding capital projects

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$21,170,000$18,900,000$2,315,000-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
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
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

The executive committee is comprised of not less than five members of the board and is chaired by the chair of the board. They are given authority by the board to perform specific functions, including the annual review of the ceo. When the full board can not meet, in an emergency situation, they are authorized to exercise all power of the board except actions related to election of officer or filling vacancies.

Form 990, Part VI, Section A, Line 6

United lutheran program for the aging, inc. Has two classes of members: congregational members and affiliate members. Congregational members consist of congregations of the evangelical lutheran church of america that from time to time are invited and elect to become congregational members. Affiliate members consist of all corporations, congregations, associations, and individuals committed to the purposes of the organization who from time to time are invited and elected to become affiliate members.

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

Each congregational member is entitled to voting rights and the members are responsible for electing all members of the board of directors.

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

Congregation members ratify the actions of the board of directors.

Form 990, Part VI, Section B, Line 11

The members of the board of directors of united lutheran program for the aging, inc. Have the opportunity to review the form 990 prior to being filed with the irs.

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

All board members are required to sign a conflict of interest statement annually. Additionally, the policy is reviewed annually by the board. At board meetings, board members refrain from voting on matters in which they have a conflict of interest.

Form 990, Part VI, Section B, Line 15

The organization's executive committee annually reviews the reasonableness of the president's compensation using comparability data, and also evaluates his performance. The compensation of the president and other certain officers of the organization was reviewed and approved by the executive committee of the board of directors.

Form 990, Part VI, Section C, Line 18

The form 990 is available upon request and online at www.guidestar.org.

Form 990, Part VI, Section C, Line 19

The governing documents and financial statements of united lutheran program for the aging, inc. Are made available to the public upon request. The organization will consider requests and make the documents available based on facts and circumstances of the request. The organization's conflict of interest policy is not made available to the public.

Filing and Contact Details

Filer

Filer Name
United Lutheran Program for the Aging Inc
EIN
39-0981434
Phone
4144643880
Address
4545 NORTH 92ND STREET, WAUWATOSA, WI 53225

Signing Officer

Name
Elizabeth Diehl
Title
CFO
Phone
4144643880
Signed
2015-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Chedid
Formed
1957
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
809
Volunteers
544

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Kimberly Anderson CPA
Phone
6123764500
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

The process has not changed during the year.

Financial Statement Notes

PART IV, LINE 2B:

Resident funds are held by the organization which residents can access if in need of any amount of money in which the resident has entrusted the organization. These funds are often used for minor purchases. This asset is in correlation with a liability for the same amount.

PART X, LINE 2:

The corporation is a nonprofit corporation exempt from income taxes pursuant to section 501(c)(3) of the internal revenue code. The corporation is not a private foundation, and contributions to the corporation qualify as charitable tax deductions by the contributor. The corporation follows the accounting standards for contingencies in evaluating uncertain tax positions. The corporation files informational returns as a tax-exempt organization, which are subject to review and examination by federal, state, and local authorities. The information returns for the years 2011 to 2013 are open to examination.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Net assets released from restrictions 19,865.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Temporary restricted contributions 128,906.

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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1515771
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt166509
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1713229
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1821960
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1920593
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2022466
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2116583
IRS990/Form990PartVIISectionAGrp/PersonNm0DALE KIRCHNER
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM PICKERING
IRS990/Form990PartVIISectionAGrp/PersonNm2LARRY NINES
IRS990/Form990PartVIISectionAGrp/PersonNm3MARILYN LANGE
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHLEEN CZARNIAK
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVE KNOWLES
IRS990/Form990PartVIISectionAGrp/PersonNm8MARK SABIN
IRS990/Form990PartVIISectionAGrp/PersonNm9TERRY WUSSOW
IRS990/Form990PartVIISectionAGrp/PersonNm10MELANIE VARIN
IRS990/Form990PartVIISectionAGrp/PersonNm11ELAINE SCHMEDA
IRS990/Form990PartVIISectionAGrp/PersonNm12WILLIAM KNAPP
IRS990/Form990PartVIISectionAGrp/PersonNm13TIMOTHY SCHOEWE
IRS990/Form990PartVIISectionAGrp/PersonNm14JOHN SILSETH
IRS990/Form990PartVIISectionAGrp/PersonNm15DAVID BEINLICH
IRS990/Form990PartVIISectionAGrp/PersonNm16ELIZABETH DIEHL
IRS990/Form990PartVIISectionAGrp/PersonNm17LUANNE SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm18DAVID SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm19LARRY SWANKE
IRS990/Form990PartVIISectionAGrp/PersonNm20JAMES STROM
IRS990/Form990PartVIISectionAGrp/PersonNm21REVEREND DAVID KELLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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/ReportableCompFromOrgAmt15154492
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16132147
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17104677
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18127049
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19109899
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20107784
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21101127
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/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15INTERIM PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASST TREASURER/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt17EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21PRESIDENT/CEO - FORMER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt06545
IRS990/GainOrLossGrp/SecuritiesAmt0225409
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt06545
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt032599120
IRS990/GrossReceiptsAmt068946220
IRS990/GrossSalesOfInventoryAmt0125579
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0141779
IRS990/InformationTechnologyGrp/ProgramServicesAmt058683
IRS990/InformationTechnologyGrp/TotalAmt0200462
IRS990/InsuranceGrp/ProgramServicesAmt0176783
IRS990/InsuranceGrp/TotalAmt0176783
IRS990/IntangibleAssetsGrp/BOYAmt0141168
IRS990/IntangibleAssetsGrp/EOYAmt099129
IRS990/InterestGrp/ProgramServicesAmt0485012
IRS990/InterestGrp/TotalAmt0485012
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0219007
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0196696
IRS990/InvestmentIncomeGrp/ExclusionAmt0827057
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0827057
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0919741
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0920111
IRS990/InvestmentsPubTradedSecGrp/BOYAmt022680624
IRS990/InvestmentsPubTradedSecGrp/EOYAmt024038681
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt040
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt060982158
IRS990/LandBldgEquipBasisNetGrp/BOYAmt025957123
IRS990/LandBldgEquipBasisNetGrp/EOYAmt024506812
IRS990/LandBldgEquipCostOrOtherBssAmt085488970
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt032373711
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SHARE GOD'S LOVE BY ENRICHING THE LIVES OF OLDER ADULTS THROUGH EXCELLENT HOUSING, CARE & SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt022105278
IRS990/NetAssetsOrFundBalancesEOYAmt023479664
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0231954
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0231954
IRS990/NetIncomeOrLossGrp/ExclusionAmt015782
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt015782
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0662940
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt01660567
IRS990/OccupancyGrp/TotalAmt01660567
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0114507
IRS990/OfficeExpensesGrp/ProgramServicesAmt032643
IRS990/OfficeExpensesGrp/TotalAmt0147150
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0555659
IRS990/OtherAssetsTotalGrp/EOYAmt0549979
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05919
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0596533
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02129952
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02732404
IRS990/OtherExpensesGrp/Desc0DINING FOOD AND SUPPLIE
IRS990/OtherExpensesGrp/Desc1PHARMACEUTICALS
IRS990/OtherExpensesGrp/Desc2ANCILLARIES
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt0604
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0130719
IRS990/OtherExpensesGrp/ProgramServicesAmt02836708
IRS990/OtherExpensesGrp/ProgramServicesAmt12172128
IRS990/OtherExpensesGrp/ProgramServicesAmt21429559
IRS990/OtherExpensesGrp/ProgramServicesAmt31275874
IRS990/OtherExpensesGrp/TotalAmt02836708
IRS990/OtherExpensesGrp/TotalAmt12172128
IRS990/OtherExpensesGrp/TotalAmt21429559
IRS990/OtherExpensesGrp/TotalAmt31407197
IRS990/OtherLiabilitiesGrp/BOYAmt08869480
IRS990/OtherLiabilitiesGrp/EOYAmt09002690
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1CAFETERIA INCOME
IRS990/OtherRevenueMiscGrp/Desc2HOUSEKEEPING
IRS990/OtherRevenueMiscGrp/ExclusionAmt0140856
IRS990/OtherRevenueMiscGrp/ExclusionAmt143447
IRS990/OtherRevenueMiscGrp/ExclusionAmt219401
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0140856
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt143447
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt219401
IRS990/OtherRevenueTotalAmt0203704
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt022631
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01907004
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt014445225
IRS990/OtherSalariesAndWagesGrp/TotalAmt016374860
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.4$29.7$22.7$33.4$33.1$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.1$22.7$22.4$29.7$30.1$0.42
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.1$18.8$22.3$26.2$28.6$2.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.1$19.4$24.7$32.5$29.0$3.56
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.4$25.1$21.3$30.5$30.2$0.25
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.5$23.0$20.5$30.1$30.8$0.74
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.0$25.0$20.0$31.2$32.6$1.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.3$26.8$22.6$32.7$32.5$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.3$27.5$21.9$34.9$36.3$1.36
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.8$30.0$22.8$36.1$35.8$0.28
2014Detailed filing. Detailed filing data is available for this year.$55.2$31.7$23.5$36.5$35.8$0.71
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$54.8$32.7$22.1$36.5$36.0$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.4$34.9$22.5$37.4
2011Summary only. Only limited summary data is available for this year.$55.7$33.6$22.1$38.4$37.0$1.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.7$34.5$21.2$37.0