Civic Intelligence

Harwood Place Inc.

990 • Fiscal year 2016 • EIN 39-1531532

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 26, 2017

Organization Profilewww.thelutheranhome.org
7500 W North AvenueWauwatosa, WI 53213-1797

(414) 256-6800

Siviq Scores

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

Liabilities / Assets

96th percentile

1.15x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

2.59x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

74th percentile

12%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

68th percentile

$237,136

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

36th percentile

-0.8%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

0.3%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$17,900,105

Down $142,476 (-0.8%) from 2015

Net Assets

Up

-$2,667,162

Up $934,164 (+26%) from 2015

Liabilities

Down

$20,567,267

Down $1,076,640 (-5.0%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin74th percentile

Revenue

Up

$7,930,988

Up $21,882 (+0.3%) from 2015

Expenses

Down

$6,970,118

Down $9,282,410 (-57%) from 2015

Net Income

Up

$960,870

Up $9,304,292 (+112%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$40M$20M$0-$20MAssets 2010: $27,809,263Liabilities 2010: $26,345,252Net Assets 2010: $1,464,0112010Assets 2011: $27,019,571Liabilities 2011: $25,223,137Net Assets 2011: $1,796,4342011Assets 2012: $39,729,602Liabilities 2012: $37,037,068Net Assets 2012: $2,692,5342012Assets 2013: $27,218,135Liabilities 2013: $23,674,681Net Assets 2013: $3,543,4542013Assets 2014: $27,186,291Liabilities 2014: $22,374,800Net Assets 2014: $4,811,4912014Assets 2015: $18,042,581Liabilities 2015: $21,643,907Net Assets 2015: -$3,601,3262015Assets 2016: $17,900,105Liabilities 2016: $20,567,267Net Assets 2016: -$2,667,1622016Assets 2017: $18,496,881Liabilities 2017: $20,330,779Net Assets 2017: -$1,833,8982017Assets 2018: $18,091,989Liabilities 2018: $19,430,710Net Assets 2018: -$1,338,7212018Assets 2019: $19,506,860Liabilities 2019: $34,394,496Net Assets 2019: -$14,887,6362019Assets 2020: $17,541,401Liabilities 2020: $33,341,274Net Assets 2020: -$15,799,8732020Assets 2021: $17,919,656Liabilities 2021: $32,851,539Net Assets 2021: -$14,931,8832021Assets 2022: $17,346,361Liabilities 2022: $33,131,089Net Assets 2022: -$15,784,7282022Assets 2023: $18,194,280Liabilities 2023: $31,263,787Net Assets 2023: -$13,069,5072023Assets 2024: $19,171,887Liabilities 2024: $31,328,450Net Assets 2024: -$12,156,5632024

Highlighted filing

2016

Assets$17,900,105
Liabilities$20,567,267
Net Assets-$2,667,162
Open 2016 Filing

Operations Trend

Revenue Growth41st percentile

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

$20M$10M$0-$10MExpenses 2010: $6,627,1132010Expenses 2011: $7,066,4142011Expenses 2012: $6,567,8812012Revenue 2013: $8,148,862Expenses 2013: $6,480,606Net Income 2013: $1,668,2562013Revenue 2014: $7,992,647Expenses 2014: $6,739,277Net Income 2014: $1,253,3702014Revenue 2015: $7,909,106Expenses 2015: $16,252,528Net Income 2015: -$8,343,4222015Revenue 2016: $7,930,988Expenses 2016: $6,970,118Net Income 2016: $960,8702016Revenue 2017: $7,963,455Expenses 2017: $7,415,085Net Income 2017: $548,3702017Revenue 2018: $7,945,925Expenses 2018: $7,149,101Net Income 2018: $796,8242018Revenue 2019: $8,267,664Expenses 2019: $7,425,076Net Income 2019: $842,5882019Revenue 2020: $8,180,291Expenses 2020: $9,840,755Net Income 2020: -$1,660,4642020Revenue 2021: $8,540,786Expenses 2021: $8,034,474Net Income 2021: $506,3122021Revenue 2022: $8,118,348Expenses 2022: $8,422,595Net Income 2022: -$304,2472022Revenue 2023: $11,256,603Expenses 2023: $8,785,117Net Income 2023: $2,471,4862023Revenue 2024: $9,475,104Expenses 2024: $8,991,789Net Income 2024: $483,3152024

Highlighted filing

2016

Revenue$7,930,988
Expenses$6,970,118
Net Income$960,870
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 26, 2017
Return Version
2016v3.0
Gross Receipts
$8,777,277
Mission and Program Overview

Mission

Harwood place, inc. Is dedicated to serving older adults and enriching the lives of those we touch by providing compassionate and loving care.

Harwood Place provides assisted living and independent living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,605,043$12,423,965▼ $181,078
Investments in Publicly Traded Securities$1,279,947$4,633,388▲ $3,353,441
Cash and Non-Interest-Bearing Accounts$3,740,059$509,855▼ $3,230,204
Prepaid Expenses and Deferred Charges$201,430$202,542▲ $1,112
Savings and Temporary Cash Investments$42,435$42,435→ $0
Accounts Receivable$85,412$39,423▼ $45,989
Total Assets$18,042,581$17,900,105▼ $142,476
Other Assets Total$88,255$48,497▼ $39,758
Liabilities
Tax Exempt Bond Liabilities$14,452,160$13,826,841▼ $625,319
Deferred Revenue$6,159,287$5,644,360▼ $514,927
Accounts Payable and Accrued Expenses$589,632$539,348▼ $50,284
Escrow Account Liability$385,750$296,300▼ $89,450
Other Liabilities$57,078$260,418▲ $203,340
Total Liabilities$21,643,907$20,567,267▼ $1,076,640
Net Assets / Fund Balance
Temporarily Rstr Net Assets$35,658$0▼ $35,658
Unrestricted Net Assets$-3,636,984$-2,667,162▲ $969,822
Total Net Assets Fund Balance$-3,601,326$-2,667,162▲ $934,164
Total Liabilities and Net Assets / Fund Balance$18,042,581$17,900,105▼ $142,476

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,539,493$15,494,983$25,034,476
Equipment$1,564,263$7,753,031$9,317,294
Other Land Buildings$166,298$1,002,296$1,168,594
Land$1,153,911-$1,153,911
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gail BoeremaVP of Finance & CFOPT-$136,368$136,368
Allison KatulaVP & COOFT$90,218$20,429$110,647

Board Members and Trustees

NameTitle
Bob SowinskiChairperson
Scott McFaddenPresident & CEO
Amy HartwigVice Chairperson
Aaron HoltebeckDirector
Ben Kebbekusdirector
Candy Seiderdirector
Christine Specht-Palmertdirector
Dave Raysichdirector
Dennis Pollarddirector
Jan Teuscherdirector
Jim DenorDirector
Larry Sohndirector
Sonja Williamsdirector
Steve Volzdirector
Katie SandersSecretary
Dale Van DamTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Clearpath Connections LLCCommunication and safety solutions1251 E Wisconsin Ave Suite B, Pewaukee, WI 53072$174,122
Mared Mechanical Contractors CorpConstruction Services4230 W Douglas Avenue, Milwaukee, WI 53209$116,241
Revenue and Support

Revenue Composition

Contributions and Grants
$59,180
Program Service Revenue
$7,173,962
Investment Income
$113,046
Other Revenue
$584,800
All Other Contributions
$59,180
Change in Net Assets
$960,870

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,930,988
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$8,952
Total Revenue per Audited Statements
$7,939,940
Total Revenue per Form 990
$7,930,988
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,099,582
Salaries, Compensation, and Employee Benefits$2,864,871
Grants and Similar Amounts Paid$5,665
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,967,911$203,969-$2,171,880
Depreciation Depletion$1,240,955--$1,240,955
Occupancy$517,872--$517,872
Fees for Services Other$445,498$61,634-$507,132
Interest$483,085--$483,085
Fees for Services Management$41,874$402,609-$444,483
Other Employee Benefits$342,519$42,391-$384,910
Payroll Taxes$138,885$22,735-$161,620
All Other Expenses$103,852$20,688-$124,540
Current Officers, Directors, Trustees, and Key Employees-$110,647-$110,647
Office Expenses-$62,296-$62,296
Insurance-$44,695-$44,695
Pension Plan Contributions$29,215$6,599-$35,814
Advertising-$31,340-$31,340
Fees for Services Accounting-$19,700-$19,700
Other Expenses$13,572--$13,572
Grants to Domestic Orgs$5,665--$5,665
Travel$1,219$51-$1,270
Total Functional Expenses$5,940,764$1,029,354$0$6,970,118

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,970,118
Total Expenses per Audited Statements$6,970,118
Total Expenses per Form 990$6,970,118
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lutheran Home Foundation IncWauwatosa, WI501(c)(3)Property upgrades$5,665
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
Due to The Lutheran Home, Inc.$260,418

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWisconsin Health & Educational Facilities2012-12-20$12,459,003Current Refund certain bonds issued 05/15/2002

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$12,459,003$12,267,236$2,402,162$191,767

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
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Lutheran Living Services, Inc., a Wisconsin nonprofit corporation recognized as exempt under section 501(C)(3) of the internal revenue code, is the sole stockholder of the corporation.”

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

“For so long as LutheranLiving Services, Inc. is the sole stockholder of the corporation, the board of directors shall be comprised of those individuals on an ex officio basis who serve from time to time as directors of LutheranLiving Services, Inc.”

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

“The business and affairs of the corporation shall be managed under the direction of its board of directors.”

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

“Form 990 is presented to the board of directors for its review and approval prior to filing with the Internal Revenue Service. Copies are made available to any member of the board upon their request.”

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

“Each year during the first board meeting of the year, all board members, officers, and key employees are required to fill out a conflict of interest form, which is turned into the president/CEO of the company.”

Form 990, Part VI, Section B, line 15

“The human resources committee of The Lutheran Home, Inc. board recommends the CEO salary based on information provided by VP-HR from Paysource and Leadingage, along with gathered top 10 competitors salaries in published form 990. The board's executive committee approves the salary recommendation. Other officer and administrative leadership team follow same process but only advisory. CEO sets salaries with board committee input. The full board approves the annual budget, which includes all salary recommendations.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Harwood Place Inc
EIN
39-1531532
Phone
4142566800
Address
7500 W North Avenue, Wauwatosa, WI 53213-1797

Signing Officer

Name
Scott McFadden
Title
President/CEO
Phone
4142566800
Signed
2017-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott McFadden
Formed
1988
Legal Domicile
De
Voting Board Members
15
Independent Board Members
15
Employees
133
Volunteers
75

Preparer

Firm
Wipfli LLP
Address
10000 Innovation Drive Suite 250, Milwaukee, WI 53226-4837
Preparer
Paul Daly CPA
Phone
4144319300
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in interest in net assets of Lutheran Home Foundation, Inc. -35,658.”

Financial Statement Notes

Part IV, Line 2B:

“The Harwood Place accounts are custodial security deposits and waiting list deposits. When the residents move out, the deposits are refunded to them.”

Raw XML AppendixShowing 400 of 746 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0589632
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0539348
IRS990/AccountsReceivableGrp/BOYAmt085412
IRS990/AccountsReceivableGrp/EOYAmt039423
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Harwood Place provides assisted living and independent living.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt031340
IRS990/AdvertisingGrp/TotalAmt031340
IRS990/AllOtherContributionsAmt059180
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt020688
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0103852
IRS990/AllOtherExpensesGrp/TotalAmt0124540
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Lue Hang
IRS990/BooksInCareOfDetail/PhoneNum04142586170
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07500 W North Avenue
IRS990/BooksInCareOfDetail/USAddress/CityNm0Wauwatosa
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0532131797
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt03740059
IRS990/CashNonInterestBearingGrp/EOYAmt0509855
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0110647
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0110647
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0174122
IRS990/ContractorCompensationGrp/CompensationAmt1116241
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01251 E Wisconsin Ave Suite B
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt14230 W Douglas Avenue
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Pewaukee
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Milwaukee
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd053072
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd153209
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Clearpath Connections LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Mared Mechanical Contractors Corp
IRS990/ContractorCompensationGrp/ServicesDesc0Communication and safety solutions
IRS990/ContractorCompensationGrp/ServicesDesc1Construction Services
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt059180
IRS990/CYGrantsAndSimilarPaidAmt05665
IRS990/CYInvestmentIncomeAmt0113046
IRS990/CYOtherExpensesAmt04099582
IRS990/CYOtherRevenueAmt0584800
IRS990/CYProgramServiceRevenueAmt07173962
IRS990/CYRevenuesLessExpensesAmt0960870
IRS990/CYSalariesCompEmpBnftPaidAmt02864871
IRS990/CYTotalExpensesAmt06970118
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07930988
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt06159287
IRS990/DeferredRevenueGrp/EOYAmt05644360
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01240955
IRS990/DepreciationDepletionGrp/TotalAmt01240955
IRS990/Desc0Retirement Housing - Harwood leases 173 independent living apartments that are all licensed as RCAC's. The apartments range in square footage with one or two bedroom options. Services offered include a wellness center, restaurant, gift shop, extracurricular activities, meal plan, housekeeping services, laundry rooms, guest rooms, in-house beauty shop, chapel services, and RCAC services. During the year Harwood averaged 168 leased apartments.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0133
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt0385750
IRS990/EscrowAccountLiabilityGrp/EOYAmt0296300
IRS990/ExpenseAmt05155238
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt019700
IRS990/FeesForServicesAccountingGrp/TotalAmt019700
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0402609
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt041874
IRS990/FeesForServicesManagementGrp/TotalAmt0444483
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt061634
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0445498
IRS990/FeesForServicesOtherGrp/TotalAmt0507132
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt101.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt111.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt121.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt131.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt141.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1532.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1632.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt610.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt710.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt810.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt910.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1410.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt158.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt168.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
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/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
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/OtherCompensationAmt1520754
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt169447
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1720429
IRS990/Form990PartVIISectionAGrp/PersonNm0Jim Denor
IRS990/Form990PartVIISectionAGrp/PersonNm1Aaron Holtebeck
IRS990/Form990PartVIISectionAGrp/PersonNm2Ben Kebbekus
IRS990/Form990PartVIISectionAGrp/PersonNm3Dennis Pollard
IRS990/Form990PartVIISectionAGrp/PersonNm4Dave Raysich
IRS990/Form990PartVIISectionAGrp/PersonNm5Candy Seider
IRS990/Form990PartVIISectionAGrp/PersonNm6Larry Sohn
IRS990/Form990PartVIISectionAGrp/PersonNm7Christine Specht-Palmert
IRS990/Form990PartVIISectionAGrp/PersonNm8Jan Teuscher
IRS990/Form990PartVIISectionAGrp/PersonNm9Steve Volz
IRS990/Form990PartVIISectionAGrp/PersonNm10Sonja Williams
IRS990/Form990PartVIISectionAGrp/PersonNm11Bob Sowinski
IRS990/Form990PartVIISectionAGrp/PersonNm12Amy Hartwig
IRS990/Form990PartVIISectionAGrp/PersonNm13Dale Van Dam
IRS990/Form990PartVIISectionAGrp/PersonNm14Katie Sanders
IRS990/Form990PartVIISectionAGrp/PersonNm15Scott McFadden
IRS990/Form990PartVIISectionAGrp/PersonNm16Gail Boerema
IRS990/Form990PartVIISectionAGrp/PersonNm17Allison Katula
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/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1790218
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/ReportableCompFromRltdOrgAmt15216382
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16126921
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2director
IRS990/Form990PartVIISectionAGrp/TitleTxt3director
IRS990/Form990PartVIISectionAGrp/TitleTxt4director
IRS990/Form990PartVIISectionAGrp/TitleTxt5director
IRS990/Form990PartVIISectionAGrp/TitleTxt6director
IRS990/Form990PartVIISectionAGrp/TitleTxt7director
IRS990/Form990PartVIISectionAGrp/TitleTxt8director
IRS990/Form990PartVIISectionAGrp/TitleTxt9director
IRS990/Form990PartVIISectionAGrp/TitleTxt10director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt13Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt15President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP of Finance & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP & COO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt051625
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05665
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05665
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0897914
IRS990/GrossReceiptsAmt08777277
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt044695
IRS990/InsuranceGrp/TotalAmt044695
IRS990/InterestGrp/ProgramServicesAmt0483085
IRS990/InterestGrp/TotalAmt0483085
IRS990/InvestmentIncomeGrp/ExclusionAmt061421
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061421
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01279947
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04633388
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt024250310
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012605043
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012423965
IRS990/LandBldgEquipCostOrOtherBssAmt036674275
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0846289
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0229813
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0229813
IRS990/MissionDesc0Harwood Place, Inc. is dedicated to serving older adults and enriching the lives of those we touch by providing compassionate and loving care.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-3601326
IRS990/NetAssetsOrFundBalancesEOYAmt0-2667162
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt051625
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt051625
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08952
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0517872
IRS990/OccupancyGrp/TotalAmt0517872
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt062296
IRS990/OfficeExpensesGrp/TotalAmt062296
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt088255
IRS990/OtherAssetsTotalGrp/EOYAmt048497
IRS990/OtherChangesInNetAssetsAmt0-35658
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt042391
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0342519
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0384910
IRS990/OtherExpensesGrp/Desc0Raw Food
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2Resident Trips
IRS990/OtherExpensesGrp/ProgramServicesAmt0409397
IRS990/OtherExpensesGrp/ProgramServicesAmt1199245
IRS990/OtherExpensesGrp/ProgramServicesAmt213572
IRS990/OtherExpensesGrp/TotalAmt0409397
IRS990/OtherExpensesGrp/TotalAmt1199245
IRS990/OtherExpensesGrp/TotalAmt213572
IRS990/OtherLiabilitiesGrp/BOYAmt057078
IRS990/OtherLiabilitiesGrp/EOYAmt0260418
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/Desc0Dining Room & Cafeteria
IRS990/OtherRevenueMiscGrp/Desc1Telephone Fees
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0353518
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11469
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0353518
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11469
IRS990/OtherRevenueTotalAmt0584800
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0203969
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01967911
IRS990/OtherSalariesAndWagesGrp/TotalAmt02171880
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022735
IRS990/PayrollTaxesGrp/ProgramServicesAmt0138885
IRS990/PayrollTaxesGrp/TotalAmt0161620
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06599
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt029215
IRS990/PensionPlanContributionsGrp/TotalAmt035814
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0201430
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0202542
IRS990/PrincipalOfficerNm0Scott McFadden
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0Retirement Housing Revenue
IRS990/ProgramServiceRevenueGrp/Desc1CBRF Revenue
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05386797
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11787165
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05386797
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11787165
IRS990/ProgSrvcAccomActy2Grp/Desc0Community based residential facility - Harwood has a 32 unit CBRF for frail elderly not needing nursing home services yet but unable to live independently. The services offered are 24hour nursing services, 3 meals per day, housekeeping, and laundry services. The CBRF residenst also have access to the wellness center, in-house beauty shop, chapel services, and extracurricular activities. Approximately 31 units were filled during the year.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0779861
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01787165
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Dining Room & Cafeteria Revenue
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Support for The Lutheran Home Foundation, Inc.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2Telephone fees
IRS990/ProgSrvcAccomActyOtherGrp/Desc3Other Program Revenue
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt00
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt15665
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt20
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt30
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt15665
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt20
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt30
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0353518
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt21469
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt3229813
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt019602
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt09600000
IRS990/PYInvestmentIncomeAmt0249823
IRS990/PYOtherExpensesAmt04048653
IRS990/PYOtherRevenueAmt0498987
IRS990/PYProgramServiceRevenueAmt07140694

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,900,105
Liabilities
$20,567,267
Net assets
-$2,667,162
Revenue
$7,930,988
Expenses
$6,970,118
Net income
$960,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.2$31.3$12.2$9.48$8.99$0.48
2023Detailed filing. Detailed filing data is available for this year.$18.2$31.3$13.1$11.3$8.79$2.47
2022Detailed filing. Detailed filing data is available for this year.$17.3$33.1$15.8$8.12$8.42$0.30
2021Detailed filing. Detailed filing data is available for this year.$17.9$32.9$14.9$8.54$8.03$0.51
2020Detailed filing. Detailed filing data is available for this year.$17.5$33.3$15.8$8.18$9.84$1.66
2019Detailed filing. Detailed filing data is available for this year.$19.5$34.4$14.9$8.27$7.43$0.84
2018Detailed filing. Detailed filing data is available for this year.$18.1$19.4$1.34$7.95$7.15$0.80
2017Detailed filing. Detailed filing data is available for this year.$18.5$20.3$1.83$7.96$7.42$0.55
2016Detailed filing. Detailed filing data is available for this year.$17.9$20.6$2.67$7.93$6.97$0.96
2015Detailed filing. Detailed filing data is available for this year.$18.0$21.6$3.60$7.91$16.3$8.34
2014Detailed filing. Detailed filing data is available for this year.$27.2$22.4$4.81$7.99$6.74$1.25
2013Detailed filing. Detailed filing data is available for this year.$27.2$23.7$3.54$8.15$6.48$1.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.7$37.0$2.69$6.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.0$25.2$1.80$7.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$26.3$1.46$6.63