Civic Intelligence

Vna Apartments Inc.

990 • Fiscal year 2019 • EIN 39-1849352

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 01, 2020

Organization ProfileWWW.VALLEYVNA.ORG
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

91st percentile

0.96x

Higher debt load relative to assets than 91% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

2.11x

Higher debt load relative to revenue than 91% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

76th percentile

$120,784

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

34th percentile

-1.2%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$2,230,958

Down $27,827 (-1.2%) from 2018

Net Assets

Up

$91,201

Up $107,308 (+666%) from 2018

Liabilities

Down

$2,139,757

Down $135,135 (-5.9%) from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin66th percentile

Revenue

Up

$1,015,057

Up $130,012 (+15%) from 2018

Expenses

Up

$907,749

Up $88,462 (+11%) from 2018

Net Income

Up

$107,308

Up $41,550 (+63%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $2,246,647Liabilities 2010: $2,768,771Net Assets 2010: -$522,1242010Assets 2011: $2,166,128Liabilities 2011: $2,691,729Net Assets 2011: -$525,6012011Assets 2012: $2,249,003Liabilities 2012: $2,805,512Net Assets 2012: -$556,5092012Assets 2013: $2,288,257Liabilities 2013: $2,740,015Net Assets 2013: -$451,7582013Assets 2014: $2,349,952Liabilities 2014: $2,656,763Net Assets 2014: -$306,8112014Assets 2015: $2,397,517Liabilities 2015: $2,564,872Net Assets 2015: -$167,3552015Assets 2016: $2,340,182Liabilities 2016: $2,426,085Net Assets 2016: -$85,9032016Assets 2017: $2,356,476Liabilities 2017: $2,438,341Net Assets 2017: -$81,8652017Assets 2018: $2,258,785Liabilities 2018: $2,274,892Net Assets 2018: -$16,1072018Assets 2019: $2,230,958Liabilities 2019: $2,139,757Net Assets 2019: $91,2012019Assets 2020: $2,285,181Liabilities 2020: $2,033,798Net Assets 2020: $251,3832020Assets 2021: $2,364,913Liabilities 2021: $1,997,683Net Assets 2021: $367,2302021Assets 2022: $2,396,927Liabilities 2022: $1,870,490Net Assets 2022: $526,4372022Assets 2023: $2,449,787Liabilities 2023: $1,804,877Net Assets 2023: $644,9102023Assets 2024: $2,487,559Liabilities 2024: $1,686,951Net Assets 2024: $800,6082024Assets 2025: $2,688,482Liabilities 2025: $1,602,894Net Assets 2025: $1,085,5882025

Highlighted filing

2019

Assets$2,230,958
Liabilities$2,139,757
Net Assets$91,201
Open 2019 Filing

Operations Trend

Revenue Growth69th percentile

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

$1.5M$1.0M$500K$0Expenses 2010: $729,4222010Expenses 2011: $814,7112011Expenses 2012: $801,5312012Revenue 2013: $798,238Expenses 2013: $693,487Net Income 2013: $104,7512013Revenue 2014: $842,861Expenses 2014: $697,914Net Income 2014: $144,9472014Revenue 2015: $902,866Expenses 2015: $763,410Net Income 2015: $139,4562015Revenue 2016: $908,679Expenses 2016: $827,227Net Income 2016: $81,4522016Revenue 2017: $817,050Expenses 2017: $813,012Net Income 2017: $4,0382017Revenue 2018: $885,045Expenses 2018: $819,287Net Income 2018: $65,7582018Revenue 2019: $1,015,057Expenses 2019: $907,749Net Income 2019: $107,3082019Revenue 2020: $1,025,465Expenses 2020: $865,283Net Income 2020: $160,1822020Revenue 2021: $1,041,626Expenses 2021: $925,779Net Income 2021: $115,8472021Revenue 2022: $1,032,215Expenses 2022: $873,008Net Income 2022: $159,2072022Revenue 2023: $987,363Expenses 2023: $868,890Net Income 2023: $118,4732023Revenue 2024: $1,104,218Expenses 2024: $948,520Net Income 2024: $155,6982024Revenue 2025: $1,292,932Expenses 2025: $1,007,952Net Income 2025: $284,9802025

Highlighted filing

2019

Revenue$1,015,057
Expenses$907,749
Net Income$107,308
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 1, 2020
Return Version
2019v5.1
Gross Receipts
$1,015,057
Mission and Program Overview

Mission

Providing elderly housing and services to eligible clients in northeast wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,777,720$1,838,356▲ $60,636
Cash and Non-Interest-Bearing Accounts$67,527$209,578▲ $142,051
Prepaid Expenses and Deferred Charges$10,053$11,297▲ $1,244
Total Assets$2,258,785$2,230,958▼ $27,827
Other Assets Total$403,485$171,727▼ $231,758
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,776,217$1,691,403▼ $84,814
Other Liabilities$378,895$368,895▼ $10,000
Accounts Payable and Accrued Expenses$112,803$61,209▼ $51,594
Deferred Revenue$6,977$18,250▲ $11,273
Total Liabilities$2,274,892$2,139,757▼ $135,135
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-16,107$91,201▲ $107,308
Total Net Assets Fund Balance$-16,107$91,201▲ $107,308
Total Liabilities and Net Assets / Fund Balance$2,258,785$2,230,958▼ $27,827

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,676,249$1,389,649$3,065,898
Other Land Buildings$51,733$206,683$258,416
Equipment$21,128$167,589$188,717
Land$89,246-$89,246
Other Assets Org$8,895--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Theresa PichelmeyerCEO/presidentFT$120,784$120,784
Vicki McauliffeCFOFT$77,827$77,827

Board Members and Trustees

NameTitle
Frank KearnyChair
Jeff BuchtaVice Chair
Curtis BaltzDirector
Denise BurkettDirector
Dennis SimonDirector
Dianne BergstromDirector
Fritz MerizonDirector
Gizell LarsonDirector
Paul VerbetenDirector
Paula McneilDirector
Tim GallowayDirector
Steve MortonSecretary
Joe McgraneTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Valley Vna Health Systems INCManagement Fees, Clinic Services1530 LYON DR, Neenah, WI 54956$555,846
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,010,929
Investment Income
$781
Other Revenue
$3,347
Change in Net Assets
$107,308

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,015,057
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,015,057
Total Revenue per Form 990
$1,015,057
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$907,749
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$411,758--$411,758
Occupancy$231,030--$231,030
Depreciation Depletion$117,337--$117,337
Interest$59,849--$59,849
Fees for Services Management-$58,332-$58,332
Insurance$7,885--$7,885
Fees for Services Accounting-$7,318-$7,318
Information Technology-$4,567-$4,567
All Other Expenses-$4,483-$4,483
Other Expenses$3,920--$3,920
Travel-$878-$878
Office Expenses-$392-$392
Total Functional Expenses$831,779$75,970$0$907,749

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$907,749
Total Expenses per Audited Statements$907,749
Total Expenses per Form 990$907,749
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 Valley Vna Health System, Inc$360,000
Security Deposits$8,895
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 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
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

“Policy ad 20.0 shows we get either electronic or paper copies of 990 to executive/finance committee as soon as possible for review, which may or may not be prior to submission based on timing it is provided to management.”

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 conflict of interest policy and governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Vna Apartments Inc
EIN
39-1849352
Phone
9207275555
Address
1535 LYON DRIVE, NEENAH, WI 54956

Signing Officer

Name
Theresa Pichelmeyer
Title
President/CEO
Phone
9207275555
Signed
2020-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theresa Pichelmeyer
Formed
1996
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
213

Preparer

Firm
Cliftonlarsonallen Llp
Address
PO BOX 23819, GREEN BAY, WI 54305
Preparer
Leah Lasecki
Phone
9204367800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Dietary purchased services: program service expenses 81,807. Management and general expenses 0. Fundraising expenses 0. Total expenses 81,807. Nursing purchased services: program service expenses 293,820. Management and general expenses 0. Fundraising expenses 0. Total expenses 293,820. Housekeeping purchased services: program service expenses 36,131. Management and general expenses 0. Fundraising expenses 0. Total expenses 36,131.”

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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0781
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01763921
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01777720
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01838356
IRS990/LandBldgEquipCostOrOtherBssAmt03602277
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDING ELDERLY HOUSING AND SERVICES TO ELIGIBLE CLIENTS IN NORTHEAST WISCONSIN
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01776217
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01691403
IRS990/NetAssetsOrFundBalancesBOYAmt0-16107
IRS990/NetAssetsOrFundBalancesEOYAmt091201
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-16107
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt091201
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0231030
IRS990/OccupancyGrp/TotalAmt0231030
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0392
IRS990/OfficeExpensesGrp/TotalAmt0392
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0403485
IRS990/OtherAssetsTotalGrp/EOYAmt0171727
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt03920
IRS990/OtherExpensesGrp/TotalAmt03920
IRS990/OtherLiabilitiesGrp/BOYAmt0378895
IRS990/OtherLiabilitiesGrp/EOYAmt0368895
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/Desc0MISC. REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03347
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03347
IRS990/OtherRevenueTotalAmt03347
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010053
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011297
IRS990/PrincipalOfficerNm0THERESA PICHELMEYER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0TENANT RENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01010929
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01010929
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04715
IRS990/PYOtherExpensesAmt0819287
IRS990/PYOtherRevenueAmt01091
IRS990/PYProgramServiceRevenueAmt0879239
IRS990/PYRevenuesLessExpensesAmt065758
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0819287
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0885045
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0107308
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01014276
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015118
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024268
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04128
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04715
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04957
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04746
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0379
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018925
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01010927
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0880330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0808593
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0888815
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0896837
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04485502
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04128
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04715
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04957
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04746
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0379
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018925
IRS990ScheduleA/InvestmentIncomeCYPct00.00420
IRS990ScheduleA/InvestmentIncomePYPct00.00350
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.33740
IRS990ScheduleA/PublicSupportPY509Pct00.41410
IRS990ScheduleA/PublicSupportTotal509Amt01527807
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0644398
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0622495
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0576081
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0548478
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0590511
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02981963
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0644398
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0622495
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0576081
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0548478
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0590511
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt02981963
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01010927
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0880330
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0812093
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0903933
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0902487
IRS990ScheduleA/Total509Grp/TotalAmt04509770
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01015055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0885045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0817050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0908679
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0902866
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04528695
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01676249
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01389649
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03065898
IRS990ScheduleD/EquipmentGrp/BookValueAmt021128
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0167589
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0188717
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0907749
IRS990ScheduleD/LandGrp/BookValueAmt089246
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt089246
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt074245
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt180162
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt28425
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt38895
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RESERVE FOR REPLACEMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2MORTGAGE ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt051733
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0206683
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0258416
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08895
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1360000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO VALLEY VNA HEALTH SYSTEM, INC
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01015057
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01838356
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0171727
IRS990ScheduleD/TotalExpensesPerForm990Amt0907749
IRS990ScheduleD/TotalLiabilityAmt0368895
IRS990ScheduleD/TotalRevenuePerForm990Amt01015057
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01015057
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0907749
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0POLICY AD 20.0 SHOWS WE GET EITHER ELECTRONIC OR PAPER COPIES OF 990 TO EXECUTIVE/FINANCE COMMITTEE AS SOON AS POSSIBLE FOR REVIEW, WHICH MAY OR MAY NOT BE PRIOR TO SUBMISSION BASED ON TIMING IT IS PROVIDED TO MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS USES A WAGE SURVEY TO HELP DETERMINE COMPENSATION FOR THE TOP OFFICERS.

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,230,958
Liabilities
$2,139,757
Net assets
$91,201
Revenue
$1,015,057
Expenses
$907,749
Net income
$107,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.69$1.60$1.09$1.29$1.01$0.28
2024Detailed filing. Detailed filing data is available for this year.$2.49$1.69$0.80$1.10$0.95$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.45$1.80$0.64$0.99$0.87$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.40$1.87$0.53$1.03$0.87$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.36$2.00$0.37$1.04$0.93$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.29$2.03$0.25$1.03$0.87$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.23$2.14$0.09$1.02$0.91$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.26$2.27$0.02$0.89$0.82$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.36$2.44$0.08$0.82$0.81$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.34$2.43$0.09$0.91$0.83$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.40$2.56$0.17$0.90$0.76$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.35$2.66$0.31$0.84$0.70$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.29$2.74$0.45$0.80$0.69$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$2.81$0.56$0.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$2.69$0.53$0.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$2.77$0.52$0.73