Civic Intelligence

Valley Vna Health Systems Inc.

990 • Fiscal year 2017 • EIN 39-1624803

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

Organization ProfileWWW.VALLEYVNA.ORG

View Organization Page

1535 Lyon DriveNeenah, WI 54956

(920) 727-5555

Siviq Scores

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

Liabilities / Assets

59th percentile

0.25x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

0.63x

Higher debt load relative to revenue than 75% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

28th percentile

-3.2%

Higher net margin than 28% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

56th percentile

$132,334

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

87th percentile

28%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

0.8%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$7,462,561

Up $1,616,069 (+28%) from 2016

Net Assets

Down

$5,598,157

Down $36,495 (-0.6%) from 2016

Liabilities

Up

$1,864,404

Up $1,652,564 (+780%) from 2016

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin28th percentile

Revenue

Up

$2,941,012

Up $21,962 (+0.8%) from 2016

Expenses

Down

$3,034,434

Down $150,752 (-4.7%) from 2016

Net Income

Up

-$93,422

Up $172,714 (+65%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $7,110,720Liabilities 2010: $218,611Net Assets 2010: $6,892,1092010Assets 2011: $6,885,969Liabilities 2011: $209,366Net Assets 2011: $6,676,6032011Assets 2012: $6,679,173Liabilities 2012: $246,982Net Assets 2012: $6,432,1912012Assets 2013: $6,617,402Liabilities 2013: $236,054Net Assets 2013: $6,381,3482013Assets 2014: $6,449,354Liabilities 2014: $202,123Net Assets 2014: $6,247,2312014Assets 2015: $6,039,059Liabilities 2015: $203,909Net Assets 2015: $5,835,1502015Assets 2016: $5,846,492Liabilities 2016: $211,840Net Assets 2016: $5,634,6522016Assets 2017: $7,462,561Liabilities 2017: $1,864,404Net Assets 2017: $5,598,1572017Assets 2018: $8,412,461Liabilities 2018: $568,616Net Assets 2018: $7,843,8452018Assets 2019: $8,651,577Liabilities 2019: $480,699Net Assets 2019: $8,170,8782019Assets 2020: $11,409,691Liabilities 2020: $526,840Net Assets 2020: $10,882,8512020Assets 2021: $12,381,043Liabilities 2021: $510,940Net Assets 2021: $11,870,1032021Assets 2022: $12,641,535Liabilities 2022: $1,117,981Net Assets 2022: $11,523,5542022Assets 2023: $15,019,395Liabilities 2023: $1,163,762Net Assets 2023: $13,855,6332023Assets 2024: $16,315,441Liabilities 2024: $1,223,553Net Assets 2024: $15,091,8882024Assets 2025: $16,117,589Liabilities 2025: $907,676Net Assets 2025: $15,209,9132025

Highlighted filing

2017

Assets$7,462,561
Liabilities$1,864,404
Net Assets$5,598,157
Open 2017 Filing

Operations Trend

Revenue Growth38th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $2,970,0972010Revenue 2011: $2,827,387Expenses 2011: $2,958,625Net Income 2011: -$131,2382011Expenses 2012: $2,988,9262012Revenue 2013: $2,729,327Expenses 2013: $2,989,379Net Income 2013: -$260,0522013Revenue 2014: $2,610,613Expenses 2014: $2,823,584Net Income 2014: -$212,9712014Revenue 2015: $2,597,300Expenses 2015: $2,883,334Net Income 2015: -$286,0342015Revenue 2016: $2,919,050Expenses 2016: $3,185,186Net Income 2016: -$266,1362016Revenue 2017: $2,941,012Expenses 2017: $3,034,434Net Income 2017: -$93,4222017Revenue 2018: $6,651,622Expenses 2018: $4,160,857Net Income 2018: $2,490,7652018Revenue 2019: $6,365,480Expenses 2019: $6,357,571Net Income 2019: $7,9092019Revenue 2020: $9,063,055Expenses 2020: $6,546,061Net Income 2020: $2,516,9942020Revenue 2021: $6,674,825Expenses 2021: $5,884,435Net Income 2021: $790,3902021Revenue 2022: $6,725,846Expenses 2022: $6,282,585Net Income 2022: $443,2612022Revenue 2023: $8,818,517Expenses 2023: $6,757,579Net Income 2023: $2,060,9382023Revenue 2024: $9,258,635Expenses 2024: $8,062,811Net Income 2024: $1,195,8242024Revenue 2025: $8,665,676Expenses 2025: $8,641,408Net Income 2025: $24,2682025

Highlighted filing

2017

Revenue$2,941,012
Expenses$3,034,434
Net Income-$93,422
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Gross Receipts
$4,389,168
Mission and Program Overview

Mission

Providing quality choices for senior living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,983,819$2,930,699▼ $53,120
Investments in Publicly Traded Securities$1,871,386$1,747,189▼ $124,197
Cash and Non-Interest-Bearing Accounts$2,079$270,662▲ $268,583
Savings and Temporary Cash Investments$327,226$240,326▼ $86,900
Accounts Receivable$591,112$232,754▼ $358,358
Prepaid Expenses and Deferred Charges$70,870$41,461▼ $29,409
Total Assets$5,846,492$7,462,561▲ $1,616,069
Other Assets Total$0$1,999,470▲ $1,999,470
Liabilities
Mortgage Notes Payable Secured by Investment Property-$1,650,000-
Accounts Payable and Accrued Expenses$211,840$214,404▲ $2,564
Total Liabilities$211,840$1,864,404▲ $1,652,564
Net Assets / Fund Balance
Unrestricted Net Assets$5,083,909$5,184,531▲ $100,622
Temporarily Rstr Net Assets$533,243$396,126▼ $137,117
Permanently Rstr Net Assets$17,500$17,500→ $0
Total Net Assets Fund Balance$5,634,652$5,598,157▼ $36,495
Total Liabilities and Net Assets / Fund Balance$5,846,492$7,462,561▲ $1,616,069

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,382,981$945,489$3,328,470
Equipment$206,964$432,618$639,582
Land$339,025-$339,025
Leasehold Improvements$1,729$20,595$22,324
Other Assets Org$1,639,470--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,321,386-▲ $502,707$373,721$2,433,434
2016$2,008,992-▲ $617,128$286,444$2,321,386
2015$2,326,816-▼ $3,804$293,027$2,008,992
2014$2,476,688-▲ $184,673$312,093$2,326,816
2013$2,364,778-▲ $362,149$227,591$2,476,688
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theresa PichelmeyerCEO/presidentFT$113,218$19,116$132,334
Vicki McauliffeCFOFT$66,261$2,964$69,225

Board Members and Trustees

NameTitle
Frank KearnyChair
Jeff BuchtaVice Chair
Curtis BaltzDirector
Denise BurkettDirector
Dennis SimonDirector
Diane BergstromDirector
Gizell LarsonDirector
Jon McmurtrieDirector
Paul VerbetenDirector
Paula McneilDirector
Sam BomierDirector
Tim GallowayDirector
Steve MortonSecretary
Joe McgraneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$113,517
Program Service Revenue
$2,633,876
Investment Income
$209,536
Other Revenue
$-15,917
All Other Contributions
$65,025
Change in Net Assets
$-93,422
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,890,823
Other Expenses$1,099,663
Grants and Similar Amounts Paid$43,948
Total Fundraising Expense$7,418
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$859,977$514,901-$1,374,878
Occupancy-$276,095-$276,095
Current Officers, Directors, Trustees, and Key Employees-$201,559-$201,559
Other Employee Benefits$94,377$61,068-$155,445
Fees for Services Other$38,019$104,684$1,070$143,773
Payroll Taxes$71,384$54,806-$126,190
Depreciation Depletion-$120,452-$120,452
Fees for Services Management$94,141--$94,141
Office Expenses$1,229$80,084$684$81,997
Grants to Domestic Orgs$43,948--$43,948
Advertising-$38,477$5,180$43,657
Pension Plan Contributions$18,527$14,224-$32,751
Insurance$235$18,389-$18,624
Fees for Service Investment Mgmnt Fees-$16,938-$16,938
Fees for Services Accounting-$14,304-$14,304
Other Expenses$740$4,626$175$4,801
Fees for Services Legal-$4,460-$4,460
All Other Expenses$191--$191
Total Functional Expenses$1,232,999$1,794,017$7,418$3,034,434
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Vna Assisted Living IncNeenah, WI501(c)(3)Support of Operations$37,135
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$18,582
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Avenue$38,927-$16,857-
Love Lights$9,565-$1,725-
Total Events$48,492-$18,582$-18,582
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The organization does not currently have a process to review the form 990.”

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

“Directors are required to disclose to the board any duality of interest or possible conflict. When this happens either the director will abstain from voting on particular issues or they may be asked to leave the board.”

Form 990, Part VI, Section B, Line 15

“The board of directors uses a wage survey to help determine compensation for the top officers.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Valley Vna Health Systems Inc
EIN
39-1624803
Phone
9207275555
Address
1535 LYON DRIVE, NEENAH, WI 54956

Signing Officer

Name
Theresa Pichelmeyer
Title
President/CEO
Phone
9207275555
Signed
2018-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theresa Pichelmeyer
Formed
1988
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
13
Employees
121
Volunteers
191

Preparer

Firm
Schenck Sc
Address
PO BOX 23819, GREEN BAY, WI 54305-3819
Preparer
Paul G Denis
Phone
9204367800
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has not changed its oversight process or the process used to select an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“The organizations are exempt from federal income tax under section 501(c)(3) of the internal revenue service. However, income from certain activities not directly related to the organizations' tax-exempt purpose is subject to taxation as unrelated business income. In addition, the organizations qualify for the charitable contribution deduction under section 170(b)(1)(a) and have been classified as organizations other than private foundations. The organizations are exempt from wisconsin income tax. Accounting standards codification (asc) 740-10 on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the organization and various positions related to the potential sources of unrelated business taxable income (ubit). The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. Penalties and interest assessed by income taxing authorities are included in management and general expenses, if applicable. The organizations had no interest and penalties related to income taxes for the year ended december 31, 2017.”

Raw XML AppendixShowing 400 of 690 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt048492
IRS990/FundraisingDirectExpensesAmt018582
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0173738
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt043948
IRS990/GrantsToDomesticOrgsGrp/TotalAmt043948
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01603312
IRS990/GrossReceiptsAmt04389168
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt035798
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt035798
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt018389
IRS990/InsuranceGrp/ProgramServicesAmt0235
IRS990/InsuranceGrp/TotalAmt018624
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01871386
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01747189
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01398702
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02983819
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02930699
IRS990/LandBldgEquipCostOrOtherBssAmt04329401
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01429574
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDING QUALITY CHOICES FOR SENIOR LIVING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01650000
IRS990/NetAssetsOrFundBalancesBOYAmt05634652
IRS990/NetAssetsOrFundBalancesEOYAmt05598157
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0173738
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0173738
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-18582
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-18582
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt056927
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0276095
IRS990/OccupancyGrp/TotalAmt0276095
IRS990/OfficeExpensesGrp/FundraisingAmt0684
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt080084
IRS990/OfficeExpensesGrp/ProgramServicesAmt01229
IRS990/OfficeExpensesGrp/TotalAmt081997
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt01999470
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt061068
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt094377
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0155445
IRS990/OtherExpensesGrp/Desc0MEDICAL & FOOD SUPPLIES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2PROPERTY TAXES
IRS990/OtherExpensesGrp/Desc3PUBLICATIONS & DUES
IRS990/OtherExpensesGrp/FundraisingAmt0309
IRS990/OtherExpensesGrp/FundraisingAmt1175
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0242098
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118448
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28404
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34626
IRS990/OtherExpensesGrp/ProgramServicesAmt010231
IRS990/OtherExpensesGrp/ProgramServicesAmt1740
IRS990/OtherExpensesGrp/TotalAmt0252329
IRS990/OtherExpensesGrp/TotalAmt119497
IRS990/OtherExpensesGrp/TotalAmt28404
IRS990/OtherExpensesGrp/TotalAmt34801
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02665
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02665
IRS990/OtherRevenueTotalAmt02665
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0514901
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0859977
IRS990/OtherSalariesAndWagesGrp/TotalAmt01374878
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt054806
IRS990/PayrollTaxesGrp/ProgramServicesAmt071384
IRS990/PayrollTaxesGrp/TotalAmt0126190
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014224
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt018527
IRS990/PensionPlanContributionsGrp/TotalAmt032751
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt017500
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt017500
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt070870
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt041461
IRS990/PrincipalOfficerNm0THERESA PICHELMEYER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4624100
IRS990/ProgramServiceRevenueGrp/Desc0PERSONAL CARE SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1OCCUPANCY AND NUTRITION CHARGES T
IRS990/ProgramServiceRevenueGrp/Desc2OTHER CLIENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3MANAGEMENT FEES TO PROGRAMS AND A
IRS990/ProgramServiceRevenueGrp/Desc4HOME MAIDS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01050522
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1626550
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2447338
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3375249
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt451750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01050522
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1626550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2447338
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3375249
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt491622
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt039872
IRS990/ProgSrvcAccomActy2Grp/Desc0HOMEMAKER/COMPANION PROGRAMS PERFORMED 12,301 HOURS OF SERVICE. THESE SERVICES INCLUDE HOUSEKEEPING, MEAL PREPARATION, MEDICATION REMINDERS, GROCERY SHOPPING, AND PERFORMING OTHER ERRANDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0175065
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0257379
IRS990/ProgSrvcAccomActy3Grp/Desc0HEALTH AND WELNESS PROGRAMS INCLUDE FLU SHOT CLINICS, FOOT CARE, BLOOD PRESSURE CLINICS, AND ADMINISTRATION OF THE MEALS ON WHEELS PROGRAM. PERFORMED 3,411 HOURS OF HOMEMAID SERVICE, ADMINISTERED 1,391 SHOTS, 5,016 MEALS, AND PROVIDED 691 HOURS OF FOOT CARE SERVICES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0191764
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0251358
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MANAGEMENT FEES AND OCCUPANCY AND NUTRITION TO PROGRAMS AND AFFILIATES INCLUDING ADMINISTRATIVE NET CLIENT SERVICE REVENUES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt031458
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt043948
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01037356
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0117162
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt047100
IRS990/PYInvestmentIncomeAmt0101045
IRS990/PYOtherExpensesAmt01155277
IRS990/PYOtherRevenueAmt09096
IRS990/PYProgramServiceRevenueAmt02691747
IRS990/PYRevenuesLessExpensesAmt0-266136
IRS990/PYSalariesCompEmpBnftPaidAmt01982809
IRS990/PYTotalExpensesAmt03185186
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02919050
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-93422
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01050576
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0327226
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0240326
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt094935
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0117162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0118311
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0116474
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0124796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0571678
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt035798
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt049867
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt055429
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt061511
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt062337
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0264942
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02594004
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02653941
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02296757

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,462,561
Liabilities
$1,864,404
Net assets
$5,598,157
Revenue
$2,941,012
Expenses
$3,034,434
Net income
-$93,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.1$0.91$15.2$8.67$8.64$0.02
2024Detailed filing. Detailed filing data is available for this year.$16.3$1.22$15.1$9.26$8.06$1.20
2023Detailed filing. Detailed filing data is available for this year.$15.0$1.16$13.9$8.82$6.76$2.06
2022Detailed filing. Detailed filing data is available for this year.$12.6$1.12$11.5$6.73$6.28$0.44
2021Detailed filing. Detailed filing data is available for this year.$12.4$0.51$11.9$6.67$5.88$0.79
2020Detailed filing. Detailed filing data is available for this year.$11.4$0.53$10.9$9.06$6.55$2.52
2019Detailed filing. Detailed filing data is available for this year.$8.65$0.48$8.17$6.37$6.36$0.01
2018Detailed filing. Detailed filing data is available for this year.$8.41$0.57$7.84$6.65$4.16$2.49
2017Detailed filing. Detailed filing data is available for this year.$7.46$1.86$5.60$2.94$3.03$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.85$0.21$5.63$2.92$3.19$0.27
2015Detailed filing. Detailed filing data is available for this year.$6.04$0.20$5.84$2.60$2.88$0.29
2014Detailed filing. Detailed filing data is available for this year.$6.45$0.20$6.25$2.61$2.82$0.21
2013Detailed filing. Detailed filing data is available for this year.$6.62$0.24$6.38$2.73$2.99$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.68$0.25$6.43$2.99
2011Summary only. Only limited summary data is available for this year.$6.89$0.21$6.68$2.83$2.96$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.11$0.22$6.89$2.97