Civic Intelligence

Harwood Place Inc.

990 • Fiscal year 2022 • EIN 39-1531532

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 27, 2023

7500 W North AvenueWauwatosa, WI 53213

(414) 256-6800

Siviq Scores

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

Liabilities / Assets

99th percentile

1.91x

Higher debt load relative to assets than 99% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

93rd percentile

4.08x

Higher debt load relative to revenue than 93% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

23rd percentile

-3.7%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

69th percentile

$244,252

Higher top officer pay than 69% of similar nonprofits.

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

37th percentile

-3.2%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-4.9%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Down

$17,346,361

Down $573,295 (-3.2%) from 2021

Net Assets

Down

-$15,784,728

Down $852,845 (-5.7%) from 2021

Liabilities

Up

$33,131,089

Up $279,550 (+0.9%) from 2021

Revenue

Down

$8,118,348

Down $422,438 (-4.9%) from 2021

Expenses

Up

$8,422,595

Up $388,121 (+4.8%) from 2021

Net Income

Down

-$304,247

Down $810,559 (-160%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$17,346,361
Liabilities$33,131,089
Net Assets-$15,784,728

Operations Trend

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

2022

Revenue$8,118,348
Expenses$8,422,595
Net Income-$304,247
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 27, 2023
Return Version
2022v5.0
Gross Receipts
$9,938,565
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$11,807,790$11,957,981▲ $150,191
Investments in Publicly Traded Securities$5,413,807$4,583,237▼ $830,570
Cash and Non-Interest-Bearing Accounts$585,675$655,424▲ $69,749
Accounts Receivable$44,649$72,474▲ $27,825
Prepaid Expenses and Deferred Charges$12,585$15,159▲ $2,574
Total Assets$17,919,656$17,346,361▼ $573,295
Other Assets Total$55,150$62,086▲ $6,936
Liabilities
Escrow Account Liability$20,300,872$20,232,733▼ $68,139
Tax Exempt Bond Liabilities$10,212,563$9,440,908▼ $771,655
Deferred Revenue$1,476,076$1,494,345▲ $18,269
Other Liabilities$387,212$1,384,676▲ $997,464
Accounts Payable and Accrued Expenses$474,816$578,427▲ $103,611
Total Liabilities$32,851,539$33,131,089▲ $279,550
Net Assets / Fund Balance
Net Assets With Donor Restrictions$300$300→ $0
Net Assets Without Donor Restrictions$-14,932,183$-15,785,028▼ $852,845
Total Net Assets Fund Balance$-14,931,883$-15,784,728▼ $852,845
Total Liabilities and Net Assets / Fund Balance$17,919,656$17,346,361▼ $573,295

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,189,561$23,482,699$32,672,260
Equipment$1,573,822$9,641,220$11,215,042
Land$1,153,911-$1,153,911
Other Land Buildings$40,687-$40,687
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Henrik ClausenVP of Finance & CFOPT-$149,803$149,803
Sheri PolczynskiExecutive DirectorFT$101,028$2,325$103,353

Board Members and Trustees

NameTitle
Tim ReardonChairperson
Katie SandersChairperson (thru Apr 22)
Kathy CaversPresident & CEO
Dave SandstromVice Chairperson
Aaron HoltebeckDirector
Brian KilbDirector
David SinenseDirector
Diana RaaschDirector
Gary MuellerDirector
Harriet PedersenDirector
Jim DenorDirector
Merilou GonzalesDirector
Paul RosenbergDirector
Ron PhilleoDirector
Sonja WilliamsDirector (thru Apr 22)
Diane EhnSecretary
Jan TeuscherSecretary (thru Apr 22)
Kris SurmaTreasurer
Ben KebbekusTreasurer (thru Apr 22)

Highest Paid Contractors

ContractorServicesLocationCompensation
Mei Total Elevator SolutionsElevator Renovation ServicesN50 W13740 OVERVIEW DR C, Menomonee Falls, WI 53051$578,273
A & A ContractorsApartment Renovation Services1323 W WATERFORD AVENUE, St Francis, WI 53235$469,015
AllisWindow Renovation Services10549 W FOREST HOME AVENUE, Hales Corners, WI 53130$265,756
Red Stone EnterprisesApartment Renovation Services2069 S 92ND STREET, West Allis, WI 53227$255,075
Revenue and Support

Revenue Composition

Contributions and Grants
$7,482
Program Service Revenue
$8,370,760
Investment Income
$-259,894
Other Revenue
$0
All Other Contributions
$7,482
Change in Net Assets
$-304,247

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,118,348
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-548,598
Total Revenue per Audited Statements
$7,569,750
Total Revenue per Form 990
$8,118,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,745,512
Salaries, Compensation, and Employee Benefits$3,677,083
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,417,714$503,920-$2,921,634
Depreciation Depletion$1,596,766$84,041-$1,680,807
Occupancy$471,107$199,015-$670,122
Fees for Services Management-$577,841-$577,841
Fees for Services Other$443,546$23,235-$466,781
Other Employee Benefits$309,969$77,559-$387,528
Interest$332,345--$332,345
Payroll Taxes$181,660$45,454-$227,114
Office Expenses$42,803$135,967-$178,770
Current Officers, Directors, Trustees, and Key Employees-$103,353-$103,353
Insurance-$100,094-$100,094
Advertising-$48,825-$48,825
Other Expenses$44,002$42,613-$42,613
All Other Expenses$41,864--$41,864
Pension Plan Contributions$31,817$5,637-$37,454
Travel-$21,197-$21,197
Fees for Services Accounting-$18,690-$18,690
Total Functional Expenses$6,435,154$1,987,441$0$8,422,595

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,422,595
Total Expenses per Audited Statements$8,422,595
Total Expenses per Form 990$8,422,595
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
Due to the Lutheran Home, Inc.$1,384,676

Bond Issues

BondIssuerIssuedIssue PricePurpose
APublic Finance Authority2018-10-30$12,500,000To refinance existing bonds 2002 series and 2012 series

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$12,500,000--$132,241

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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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 by-laws may be altered, amended or repealed and new by-laws may be adopted by the stockholders. The board of directors may also alter, amend or repeal the by-laws; but no by-law adopted by the stockholders shall be amended or repealed by the board of directors if the by-law so adopted so provides.

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. Board members are excused from voting on matters where a conflict of interest exists.

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

Signing Officer

Name
Kathryn Cavers
Title
President & CEO
Phone
4142566800
Signed
2023-07-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Cavers
Formed
1988
Legal Domicile
De
Voting Board Members
14
Independent Board Members
14
Employees
120
Volunteers
48

Preparer

Firm
Wipfli Llp
Address
170 N RADNOR-CHESTER RD SUITE 200, RADNOR, PA 19087
Preparer
Solomon Mardakhaev
Phone
6105653930
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

The accounts that the harwood place is a custodian for are reservation deposits, refundable entrance fees and resident trust funds. When the resident moves out, the reservation deposit and refundable entrance fees are given back to them. The resident trust funds are for residents to use as they wish for personal expenses.

Raw XML AppendixShowing 400 of 730 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/BOYAmt0474816
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0578427
IRS990/AccountsReceivableGrp/BOYAmt044649
IRS990/AccountsReceivableGrp/EOYAmt072474
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HARWOOD PLACE PROVIDES ASSISTED LIVING AND INDEPENDENT LIVING.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt048825
IRS990/AdvertisingGrp/TotalAmt048825
IRS990/AllOtherContributionsAmt07482
IRS990/AllOtherExpensesGrp/ProgramServicesAmt041864
IRS990/AllOtherExpensesGrp/TotalAmt041864
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HENRIK CLAUSEN
IRS990/BooksInCareOfDetail/PhoneNum04142566800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07500 W NORTH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WAUWATOSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053213
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0585675
IRS990/CashNonInterestBearingGrp/EOYAmt0655424
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0103353
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0103353
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0578273
IRS990/ContractorCompensationGrp/CompensationAmt1469015
IRS990/ContractorCompensationGrp/CompensationAmt2265756
IRS990/ContractorCompensationGrp/CompensationAmt3255075
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0N50 W13740 OVERVIEW DR C
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11323 W WATERFORD AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt210549 W FOREST HOME AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt32069 S 92ND STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MENOMONEE FALLS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ST FRANCIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2HALES CORNERS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3WEST ALLIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd053051
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd153235
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd253130
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd353227
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0MEI TOTAL ELEVATOR SOLUTIONS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1A & A CONTRACTORS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2ALLIS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3RED STONE ENTERPRISES
IRS990/ContractorCompensationGrp/ServicesDesc0ELEVATOR RENOVATION SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1APARTMENT RENOVATION SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2WINDOW RENOVATION SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3APARTMENT RENOVATION SERVICES
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07482
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-259894
IRS990/CYOtherExpensesAmt04745512
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt08370760
IRS990/CYRevenuesLessExpensesAmt0-304247
IRS990/CYSalariesCompEmpBnftPaidAmt03677083
IRS990/CYTotalExpensesAmt08422595
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08118348
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01476076
IRS990/DeferredRevenueGrp/EOYAmt01494345
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt084041
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01596766
IRS990/DepreciationDepletionGrp/TotalAmt01680807
IRS990/Desc0RETIREMENT HOUSING - HARWOOD LEASES 170 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 145 LEASED APARTMENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0300
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0300
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0120
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt020300872
IRS990/EscrowAccountLiabilityGrp/EOYAmt020232733
IRS990/ExpenseAmt04714492
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018690
IRS990/FeesForServicesAccountingGrp/TotalAmt018690
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0577841
IRS990/FeesForServicesManagementGrp/TotalAmt0577841
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt023235
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0443546
IRS990/FeesForServicesOtherGrp/TotalAmt0466781
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt124.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt224.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt116.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt216.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
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/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt02325
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt121234
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt212194
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/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0SHERI POLCZYNSKI
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHY CAVERS
IRS990/Form990PartVIISectionAGrp/PersonNm2HENRIK CLAUSEN
IRS990/Form990PartVIISectionAGrp/PersonNm3TIM REARDON
IRS990/Form990PartVIISectionAGrp/PersonNm4KATIE SANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVE SANDSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm6BEN KEBBEKUS
IRS990/Form990PartVIISectionAGrp/PersonNm7KRIS SURMA
IRS990/Form990PartVIISectionAGrp/PersonNm8DIANE EHN
IRS990/Form990PartVIISectionAGrp/PersonNm9JAN TEUSCHER
IRS990/Form990PartVIISectionAGrp/PersonNm10JIM DENOR
IRS990/Form990PartVIISectionAGrp/PersonNm11MERILOU GONZALES
IRS990/Form990PartVIISectionAGrp/PersonNm12AARON HOLTEBECK
IRS990/Form990PartVIISectionAGrp/PersonNm13BRIAN KILB
IRS990/Form990PartVIISectionAGrp/PersonNm14GARY MUELLER
IRS990/Form990PartVIISectionAGrp/PersonNm15HARRIET PEDERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm16RON PHILLEO
IRS990/Form990PartVIISectionAGrp/PersonNm17DIANA RAASCH
IRS990/Form990PartVIISectionAGrp/PersonNm18PAUL ROSENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm19DAVID SINENSE
IRS990/Form990PartVIISectionAGrp/PersonNm20SONJA WILLIAMS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0101028
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/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1223018
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2137609
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/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OF FINANCE & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRPERSON (THRU APR 22)
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER (THRU APR 22)
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY (THRU APR 22)
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR (THRU APR 22)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-380212
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01440005
IRS990/GrossReceiptsAmt09938565
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0100094
IRS990/InsuranceGrp/TotalAmt0100094
IRS990/InterestGrp/ProgramServicesAmt0332345
IRS990/InterestGrp/TotalAmt0332345
IRS990/InvestmentIncomeGrp/ExclusionAmt0120318
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0120318
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05413807
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04583237
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt033123919
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011807790
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011957981
IRS990/LandBldgEquipCostOrOtherBssAmt045081900
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01820217
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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/NetAssetsOrFundBalancesBOYAmt0-14931883
IRS990/NetAssetsOrFundBalancesEOYAmt0-15784728
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-380212
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-380212
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-548598
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-14932183
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-15785028
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0199015
IRS990/OccupancyGrp/ProgramServicesAmt0471107
IRS990/OccupancyGrp/TotalAmt0670122
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0135967
IRS990/OfficeExpensesGrp/ProgramServicesAmt042803
IRS990/OfficeExpensesGrp/TotalAmt0178770
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt055150
IRS990/OtherAssetsTotalGrp/EOYAmt062086
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt077559
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0309969
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0387528
IRS990/OtherExpensesGrp/Desc0RAW FOOD
IRS990/OtherExpensesGrp/Desc1MINOR EQUIPMENT
IRS990/OtherExpensesGrp/Desc2EQUIPMENT MAINTENANCE
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt042613
IRS990/OtherExpensesGrp/ProgramServicesAmt0476334
IRS990/OtherExpensesGrp/ProgramServicesAmt145227
IRS990/OtherExpensesGrp/ProgramServicesAmt244002
IRS990/OtherExpensesGrp/TotalAmt0476334
IRS990/OtherExpensesGrp/TotalAmt145227
IRS990/OtherExpensesGrp/TotalAmt244002
IRS990/OtherExpensesGrp/TotalAmt342613
IRS990/OtherLiabilitiesGrp/BOYAmt0387212
IRS990/OtherLiabilitiesGrp/EOYAmt01384676
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0503920
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02417714
IRS990/OtherSalariesAndWagesGrp/TotalAmt02921634
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt045454
IRS990/PayrollTaxesGrp/ProgramServicesAmt0181660
IRS990/PayrollTaxesGrp/TotalAmt0227114
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05637
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt031817
IRS990/PensionPlanContributionsGrp/TotalAmt037454
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012585
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015159
IRS990/PrincipalOfficerNm0KATHRYN CAVERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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