Civic Intelligence

Oakwood Foundation Inc.

990 • Fiscal year 2015 • EIN 39-1398037

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 15, 2016

Organization ProfileWWW.OAKWOODVILLAGE.NET
6201 Mineral Point RoadMadison, WI 53705

(608) 230-4456

Siviq Scores

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

Liabilities / Assets

25th percentile

0.05x

Higher debt load relative to assets than 25% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.29x

Higher debt load relative to revenue than 54% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

64th percentile

$217,494

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

53rd percentile

1.8%

Faster asset growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

13%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$15,110,553

Up $264,515 (+1.8%) from 2014

Net Assets

Up

$14,374,711

Up $376,215 (+2.7%) from 2014

Liabilities

Down

$735,842

Down $111,700 (-13%) from 2014

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin93rd percentile

Revenue

Up

$2,524,511

Up $288,662 (+13%) from 2014

Expenses

Down

$1,089,548

Down $27,310 (-2.4%) from 2014

Net Income

Up

$1,434,963

Up $315,972 (+28%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$30M$20M$10M$0Assets 2010: $11,518,909Liabilities 2010: $933,455Net Assets 2010: $10,585,4542010Assets 2011: $11,791,492Liabilities 2011: $836,560Net Assets 2011: $10,954,9322011Assets 2012: $13,059,689Liabilities 2012: $793,715Net Assets 2012: $12,265,9742012Assets 2013: $13,858,068Liabilities 2013: $793,408Net Assets 2013: $13,064,6602013Assets 2014: $14,846,038Liabilities 2014: $847,542Net Assets 2014: $13,998,4962014Assets 2015: $15,110,553Liabilities 2015: $735,842Net Assets 2015: $14,374,7112015Assets 2016: $16,395,131Liabilities 2016: $669,486Net Assets 2016: $15,725,6452016Assets 2017: $18,288,424Liabilities 2017: $778,580Net Assets 2017: $17,509,8442017Assets 2018: $17,140,119Liabilities 2018: $906,517Net Assets 2018: $16,233,6022018Assets 2019: $19,219,638Liabilities 2019: $1,045,309Net Assets 2019: $18,174,3292019Assets 2020: $22,102,250Liabilities 2020: $541,815Net Assets 2020: $21,560,4352020Assets 2021: $25,308,403Liabilities 2021: $765,083Net Assets 2021: $24,543,3202021Assets 2022: $21,507,552Liabilities 2022: $5,380,722Net Assets 2022: $16,126,8302022Assets 2023: $16,778,416Liabilities 2023: $781,159Net Assets 2023: $15,997,2572023Assets 2024: $18,264,383Liabilities 2024: $721,171Net Assets 2024: $17,543,2122024

Highlighted filing

2015

Assets$15,110,553
Liabilities$735,842
Net Assets$14,374,711
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $897,7992010Expenses 2011: $1,103,9952011Expenses 2012: $732,9642012Revenue 2013: $1,821,875Expenses 2013: $1,780,816Net Income 2013: $41,0592013Revenue 2014: $2,235,849Expenses 2014: $1,116,858Net Income 2014: $1,118,9912014Revenue 2015: $2,524,511Expenses 2015: $1,089,548Net Income 2015: $1,434,9632015Revenue 2016: $2,131,673Expenses 2016: $1,221,117Net Income 2016: $910,5562016Revenue 2017: $2,423,895Expenses 2017: $1,454,787Net Income 2017: $969,1082017Revenue 2018: $2,856,581Expenses 2018: $1,584,848Net Income 2018: $1,271,7332018Revenue 2019: $2,690,501Expenses 2019: $2,502,447Net Income 2019: $188,0542019Revenue 2020: $2,416,929Expenses 2020: $1,659,246Net Income 2020: $757,6832020Revenue 2021: $3,654,995Expenses 2021: $1,721,809Net Income 2021: $1,933,1862021Revenue 2022: $1,672,682Expenses 2022: $6,327,106Net Income 2022: -$4,654,4242022Revenue 2023: $3,296,677Expenses 2023: $4,982,031Net Income 2023: -$1,685,3542023Revenue 2024: $2,997,862Expenses 2024: $2,539,655Net Income 2024: $458,2072024

Highlighted filing

2015

Revenue$2,524,511
Expenses$1,089,548
Net Income$1,434,963
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 15, 2016
Return Version
2015v2.1
Gross Receipts
$9,213,503
Mission and Program Overview

Mission

The mission of the oakwood foundation is the development, stewardship and distribution of resources to promote the highest level of independence for a diverse community of older adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,058,939$14,533,814▲ $474,875
Cash and Non-Interest-Bearing Accounts$583,943$489,499▼ $94,444
Inventories for Sale or Use$53,210$0▼ $53,210
Savings and Temporary Cash Investments$52,015$0▼ $52,015
Prepaid Expenses and Deferred Charges$18,097$9,301▼ $8,796
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$14,846,038$15,110,553▲ $264,515
Other Assets Total$79,834$77,939▼ $1,895
Liabilities
Other Liabilities$788,645$699,191▼ $89,454
Accounts Payable and Accrued Expenses$58,897$36,651▼ $22,246
Total Liabilities$847,542$735,842▼ $111,700
Net Assets / Fund Balance
Unrestricted Net Assets$7,433,859$7,236,672▼ $197,187
Temporarily Rstr Net Assets$3,346,076$3,919,478▲ $573,402
Permanently Rstr Net Assets$3,218,561$3,218,561→ $0
Total Net Assets Fund Balance$13,998,496$14,374,711▲ $376,215
Total Liabilities and Net Assets / Fund Balance$14,846,038$15,110,553▲ $264,515

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$71,870$71,870

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$10,367,171$795,086▼ $379,636$493,454$10,289,167
2014$9,868,264$142,810▲ $434,819$78,722$10,367,171
2013$8,338,018$346,702▲ $1,417,017$233,473$9,868,264
2012$7,556,669$138,169▲ $861,434$218,254$8,338,018
2011$7,476,801$152,283▲ $126,796$199,211$7,556,669
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa MidthunExecutive Director (part Year)FT$44,274$12,600$56,874

Board Members and Trustees

NameTitle
Sigrid KnutiChair of the Board (resigned 2015)
Ed YoungVice Chair of the Board (acting Chair)
Phil HardacreDirector
Carolyn WhiteDirector (acting Secretary)
Tom RiversDirector (acting Treasurer)
Rev George CarlsonDirector (acting VP)
George AustinDirector (deceased 2015)
Gary SteinhauerDirector (resigned 2015)
Ted StrausDirector (resigned 2015)
Terry Von HadenDirector (resigned 2015)
Carrie BernhardtDirector (resigned)
Dennis VogelDirector (resigned)
Wally ArtsDirector (resigned)
Eric HalversonDirector/treasurer (resigned 2015)
Donna BeestmanSecretary/director (resigned 2015)
Steve KochTreasurer/director (resigned 2015)
Fred R BovaCFO/CEO
Revenue and Support

Revenue Composition

Contributions and Grants
$1,659,340
Program Service Revenue
$0
Investment Income
$817,377
Other Revenue
$47,794
All Other Contributions
$1,659,340
Change in Net Assets
$1,434,963

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,524,511
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-786,680
Total Revenue per Audited Statements
$1,737,831
Total Revenue per Form 990
$2,524,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$665,909
Salaries, Compensation, and Employee Benefits$262,408
Total Fundraising Expense$244,635
Other Expenses$161,231
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$665,909--$665,909
Other Salaries and Wages$86,881$8,618$77,556$173,055
Fees for Services Accounting-$6,024$54,219$60,243
Current Officers, Directors, Trustees, and Key Employees-$4,427$39,847$44,274
Fees for Service Investment Mgmnt Fees-$44,010-$44,010
Office Expenses$3,463$2,510$22,574$28,547
Other Employee Benefits$3,108$2,015$18,138$23,261
Payroll Taxes$6,368$1,004$9,034$16,406
Fees for Services Legal-$1,033$9,296$10,329
Travel$1,505$615$5,538$7,658
Other Expenses$1,937$375$3,375$5,687
Pension Plan Contributions$2,714$270$2,428$5,412
Conferences and Meetings$1,835$273$2,459$4,567
Advertising-$19$171$190
Total Functional Expenses$773,720$71,193$244,635$1,089,548

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,361,616
Expenses per Audited Statements$1,089,548
Total Expenses per Form 990$1,089,548
Expenses Not Reported on Form 990$272,068
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oakwood Village University Woods Apartments IncMadison, WI501(c)(3)General Operations$160,503
Oakwood Lutheran Homes Association IncMadison, WI501(c)(3)General Operations$71,054
Catholic Charities Respite Care Team MinistryMadison, WI501(c)(3)General Operations$15,000
SailMadison, WI501(c)(3)General Operations$15,000
Oakwood Village Prairie Ridge Homes IncMadison, WI501(c)(3)General Operations$11,101
Oakwood Chamber PlayersMadison, WI501(c)(3)General Operations$9,000
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
Donor Annuity Reserves$673,201
Due to Oakwood Lutheran Homes Association$25,990
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the finance and investment council and the board of directors. Any comments and changes that are accepted are incorporated into the final version.”

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

“The conflict of interest policy is discussed in board orientations and is provided to the board members in their "new board member packet", and annually in the "update packet" sent to all members. Each year all persons are required to complete a conflict of interest statement.”

Form 990, Part VI, Section B, Line 15

“The compensation package of the chief executive officer (ceo) is reviewed as part of an annual evaluation process. The compensation arrangement for the ceo was approved in advance by a separate committee authorized by the board of directors of oakwood lutheran homes association inc. This board committee is composed of three (3) board chairs from several of the related organizations, all of whom do not have a conflict of interest. Prior to making its determination, the board committee obtained and relied on appropriate comparable market data of the compensation range for executive directors/ceos, as gathered by the hr committee (the standing committee of the board), and reviewed the ceo's performance in comparison to predetermined goals. The board committee documented the basis for its determination of the ceo's compensation concurrent with making that determination. Based on its determination, the board committee then makes compensation recommendations at an executive session of the entire board. Other key positions are also reviewed by the hr committee on a regular basis (quarterly) to determine a grading and compensation level appropriate for such positions.”

Form 990, Part VI, Section C, Line 19

“These documents are not generally available to the public.”

Filing and Contact Details

Filer

Filer Name
Oakwood Foundation Inc
EIN
39-1398037
Phone
6082304456
Address
6201 MINERAL POINT ROAD, MADISON, WI 53705

Signing Officer

Name
Rick Bova
Title
CEO
Phone
6082304456
Signed
2016-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Bova
Formed
1981
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
1,032

Preparer

Firm
Smith & Gesteland Llp
Address
PO BOX 1764, MADISON, WI 53701-1764
Preparer
Keith H Baumgartner
Phone
6088367500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the foundation and recognize a tax liability if the foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the irs or other applicable taxing authorities. Management has analyzed the tax positions taken by the foundation and has concluded that as of december 31, 2015, and 2014 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 203,693.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 203,693.”

PART V, LINE 4:

“The foundation's endowment funds were established for programs intended to provide continuing care, education and pastoral care.”

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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/ActivityOrMissionDesc0THE MISSION OF THE OAKWOOD FOUNDATION IS THE DEVELOPMENT, STEWARDSHIP AND DISTRIBUTION OF RESOURCES TO PROMOTE THE HIGHEST LEVEL OF INDEPENDENCE FOR A DIVERSE COMMUNITY OF OLDER ADULTS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR OF THE BOARD (RESIGNED 2015)
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR OF THE BOARD (ACTING CHAIR)
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/DIRECTOR (RESIGNED 2015)
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER/DIRECTOR (RESIGNED 2015)
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR (DECEASED 2015)
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR (ACTING VP)
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR/TREASURER (RESIGNED 2015)
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR (ACTING TREASURER)
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR (RESIGNED 2015)
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (RESIGNED 2015)
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR (RESIGNED 2015)
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR (ACTING SECRETARY)
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR (RESIGNED)
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR (RESIGNED)
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR (RESIGNED)
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR (PART YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO/CEO
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IRS990/FSAuditedInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/LegalDomicileStateCd0WI
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE OAKWOOD FOUNDATION IS THE DEVELOPMENT, STEWARDSHIP AND DISTRIBUTION OF RESOURCES TO PROMOTE THE HIGHEST LEVEL OF INDEPENDENCE FOR A DIVERSE COMMUNITY OF OLDER ADULTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013998496
IRS990/NetAssetsOrFundBalancesEOYAmt014374711
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0532254
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0532254
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-23607
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-23607
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1058748
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt022574
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02510
IRS990/OfficeExpensesGrp/ProgramServicesAmt03463
IRS990/OfficeExpensesGrp/TotalAmt028547
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt079834
IRS990/OtherAssetsTotalGrp/EOYAmt077939
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt018138
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02015
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03108
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023261
IRS990/OtherExpensesGrp/Desc0DONOR EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt03375
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0375
IRS990/OtherExpensesGrp/ProgramServicesAmt01937
IRS990/OtherExpensesGrp/TotalAmt05687
IRS990/OtherLiabilitiesGrp/BOYAmt0788645
IRS990/OtherLiabilitiesGrp/EOYAmt0699191
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0VOLUNTEER MANAGMENT FEE
IRS990/OtherRevenueMiscGrp/Desc1MISC. REVENUE-RELATED-990
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt067200
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14201
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt067200
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14201
IRS990/OtherRevenueTotalAmt071401
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt077556
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08618
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt086881
IRS990/OtherSalariesAndWagesGrp/TotalAmt0173055
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09034
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01004
IRS990/PayrollTaxesGrp/ProgramServicesAmt06368
IRS990/PayrollTaxesGrp/TotalAmt016406
IRS990/PensionPlanContributionsGrp/FundraisingAmt02428
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0270
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02714
IRS990/PensionPlanContributionsGrp/TotalAmt05412
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03218561
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03218561
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018097
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09301
IRS990/PrincipalOfficerNm0RICK BOVA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPERVISE VOLUNTEERS FOR 501(C)(3) ORGANIZATIONS DESCRIBED ABOVE. APPROXIMATELY 40,351 HOURS OF VOLUNTEER TIME WERE PROVIDED BY 1,032 VOLUNTEERS DURING 2015. IF THE VOLUNTEER TIME WAS REPORTED IT WOULD INCREASE PROGRAM EXPENDITURES BY MORE THAN $550,000 AND REFLECT A DONATION OF AN EQUAL AMOUNT.THE VOLUNTEER FUNCTION HELPS THE OPERATING COMPANIES IMPROVE QUALITY OF CARE AND SERVE RESIDENTS IN SKILLED NURSING, ASSISTED LIVING, AND INDEPENDENT LIVING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0107811
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt067200
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0-19406
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01260012
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0712221
IRS990/PYInvestmentIncomeAmt0917720
IRS990/PYOtherExpensesAmt022855
IRS990/PYOtherRevenueAmt058117
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01118991
IRS990/PYSalariesCompEmpBnftPaidAmt0381782
IRS990/PYTotalExpensesAmt01116858
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02235849
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01434963
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052015
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01260012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0821062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0821274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0849814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05411502
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0307893
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0288278
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0290138
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0293453
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64390
IRS990ScheduleA/PublicSupportPY170Pct00.70490
IRS990ScheduleA/PublicSupportTotal170Amt04427804
IRS990ScheduleA/SubstantialContributorsTotAmt0983698
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05411502
IRS990ScheduleA/TotalSupportAmt06876387
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.38270
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010367171
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0795086
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010289167

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,110,553
Liabilities
$735,842
Net assets
$14,374,711
Revenue
$2,524,511
Expenses
$1,089,548
Net income
$1,434,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$0.72$17.5$3.00$2.54$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.78$16.0$3.30$4.98$1.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$5.38$16.1$1.67$6.33$4.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$0.77$24.5$3.65$1.72$1.93
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.1$0.54$21.6$2.42$1.66$0.76
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$1.05$18.2$2.69$2.50$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$0.91$16.2$2.86$1.58$1.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$0.78$17.5$2.42$1.45$0.97
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$0.67$15.7$2.13$1.22$0.91
2015Detailed filing. Detailed filing data is available for this year.$15.1$0.74$14.4$2.52$1.09$1.43
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$14.8$0.85$14.0$2.24$1.12$1.12
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$13.9$0.79$13.1$1.82$1.78$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$0.79$12.3$0.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$0.84$11.0$1.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.93$10.6$0.90
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $10M-$25M nonprofits