Civic Intelligence

Agebetter Inc.

990 • Fiscal year 2019 • EIN 39-1969761

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 04, 2020

6209 Mineral Point Rd No 210Madison, WI 53705

(608) 230-4321

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$193,609

Up $30,809 (+19%) from 2018

Net Assets

Up

$122,752

Up $28,824 (+31%) from 2018

Liabilities

Up

$70,857

Up $1,985 (+2.9%) from 2018

Revenue And Expenses

Revenue

Up

$351,610

Up $74,586 (+27%) from 2018

Expenses

Up

$322,786

Up $69,072 (+27%) from 2018

Net Income

Up

$28,824

Up $5,514 (+24%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0-$100KAssets 2010: $33,985Liabilities 2010: $36,452Net Assets 2010: -$2,4672010Assets 2011: $74,942Liabilities 2011: $49,170Net Assets 2011: $25,7722011Assets 2012: $74,984Liabilities 2012: $45,367Net Assets 2012: $29,6172012Assets 2013: $60,713Liabilities 2013: $61,410Net Assets 2013: -$6972013Assets 2014: $160,573Liabilities 2014: $111,403Net Assets 2014: $49,1702014Assets 2015: $163,777Liabilities 2015: $80,732Net Assets 2015: $83,0452015Assets 2016: $135,557Liabilities 2016: $77,002Net Assets 2016: $58,5552016Assets 2017: $145,998Liabilities 2017: $75,057Net Assets 2017: $70,9412017Assets 2018: $162,800Liabilities 2018: $68,872Net Assets 2018: $93,9282018Assets 2019: $193,609Liabilities 2019: $70,857Net Assets 2019: $122,7522019Assets 2020: $266,598Liabilities 2020: $73,434Net Assets 2020: $193,1642020Assets 2021: $259,411Liabilities 2021: $77,589Net Assets 2021: $181,8222021Assets 2022: $250,524Liabilities 2022: $86,142Net Assets 2022: $164,3822022Assets 2023: $259,189Liabilities 2023: $97,990Net Assets 2023: $161,1992023Assets 2024: $311,901Liabilities 2024: $75,190Net Assets 2024: $236,7112024

Highlighted filing

2019

Assets$193,609
Liabilities$70,857
Net Assets$122,752

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $199,428Expenses 2010: $228,539Net Income 2010: -$29,1112010Expenses 2011: $241,2492011Expenses 2012: $279,4852012Revenue 2013: $294,415Expenses 2013: $324,729Net Income 2013: -$30,3142013Revenue 2014: $327,544Expenses 2014: $277,709Net Income 2014: $49,8352014Revenue 2015: $319,193Expenses 2015: $285,318Net Income 2015: $33,8752015Revenue 2016: $262,291Expenses 2016: $278,304Net Income 2016: -$16,0132016Revenue 2017: $254,581Expenses 2017: $242,168Net Income 2017: $12,4132017Revenue 2018: $277,024Expenses 2018: $253,714Net Income 2018: $23,3102018Revenue 2019: $351,610Expenses 2019: $322,786Net Income 2019: $28,8242019Revenue 2020: $416,767Expenses 2020: $346,355Net Income 2020: $70,4122020Revenue 2021: $377,607Expenses 2021: $388,949Net Income 2021: -$11,3422021Revenue 2022: $411,702Expenses 2022: $425,144Net Income 2022: -$13,4422022Revenue 2023: $421,456Expenses 2023: $428,472Net Income 2023: -$7,0162023Revenue 2024: $471,475Expenses 2024: $399,993Net Income 2024: $71,4822024

Highlighted filing

2019

Revenue$351,610
Expenses$322,786
Net Income$28,824
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 4, 2020
Return Version
2019v5.1
Gross Receipts
$357,084
Mission and Program Overview

Mission

The mission of agebetter, inc. Is to work collaboratively with older people, their families, caregivers, physicians, payers, providers, and educators to enhance their health, wellness, independence, and quality of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$148,943$159,824▲ $10,881
Other Notes and Loans Receivable, Net$8,212$32,085▲ $23,873
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Total Assets$162,800$193,609▲ $30,809
Other Assets Total$5,345$1,400▼ $3,945
Liabilities
Deferred Revenue$58,985$59,857▲ $872
Accounts Payable and Accrued Expenses$9,887$11,000▲ $1,113
Total Liabilities$68,872$70,857▲ $1,985
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$93,928$122,752▲ $28,824
Total Net Assets Fund Balance$93,928$122,752▲ $28,824
Total Liabilities and Net Assets / Fund Balance$162,800$193,609▲ $30,809

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$46,336$1,776▲ $10,421-$56,712
2018$36,471$12,122▼ $743-$46,336
2017$23,052$10,614▲ $3,979-$36,471
2016$10,820$11,135▲ $1,351-$23,052
2015-$10,670▲ $150-$10,820
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann AlbertExecutive DirectorFT$79,402$20,773$100,175

Board Members and Trustees

NameTitle
Barbara GessnerDirector, President
Kristen PetersonDirector
Reginald Hislop IiiDirector
Ruth MarionDirector
Jennifer CurlissDirector Until 09/30/2019
Nelson KlingDirector Until 10/31/2019
Mary Ann DrescherDirector, Secretary
Heidi LauhonDirector, Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$217,651
Program Service Revenue
$130,499
Investment Income
$542
Other Revenue
$2,918
All Other Contributions
$203,501
Change in Net Assets
$28,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$225,330
Other Expenses$97,456
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$125,154--$125,154
Current Officers, Directors, Trustees, and Key Employees$100,176--$100,176
Advertising$21,354$2,589-$23,943
Office Expenses-$17,649-$17,649
Fees for Services Accounting-$13,913-$13,913
Other Expenses$2,279$3,164-$2,279
All Other Expenses$2,143--$2,143
Conferences and Meetings$1,745--$1,745
Travel$1,683--$1,683
Total Functional Expenses$285,471$37,315$0$322,786
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,302
Fundraising Direct Expenses$5,474
Professional Fundraising Fees$0
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Jennifer curliss has a business relationship with nelson kling and reginald hislop iii. Heidi lauhon has a business relationship with reginald hislop. Nelson kling and reginald hislop have business relationship with barbara gessner in that both report(ed) to the board of directors, of which barbara gessner at oakwood village is a member of. Mary ann drescher has a business relationship with kristen peterson in that mary ann drescher reports to the board of directors, of which kristen peterson at attic angel is a member of.

Form 990, Part VI, Section A, Line 6

The corporation has two members.

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

The members appoint the board of directors.

Form 990, Part VI, Section A, Line 8B

The organization does not have committees with authority to act on behalf of the governing body.

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

The form 990 is initially reviewed by the board's director, heidi luahon. A pdf of the final form 990, or a paper copy if requested, is subsequently sent to all board members for review prior to filing.

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

The conflict of interest policy is located in the agebetter information file at the organization's address.

Form 990, Part VI, Section B, Line 15

The compensation process for the executive director, officers, and key employees are managed by their employer for payroll purposes, oakwood lutheran homes association, inc. The hr committee of the oakwood lutheran homes association board reviews the compensation for key positions on a regular basis to determine a grading and compensation level appropriate for the positions.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Agebetter Inc
EIN
39-1969761
Phone
6082304321
Address
6209 MINERAL POINT RD NO 210, MADISON, WI 53705

Signing Officer

Name
Heidi Lauhon
Title
Treasurer
Phone
6082304321
Signed
2020-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Albert
Formed
1998
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
105

Preparer

Firm
Rsm US Llp
Address
PO BOX 5946, MADISON, WI 53705-0946
Preparer
James G Graham
Phone
6088332612
Supplemental Narrative

Additional Explanations

FORM 990, PART 1, LINE 5:

The organization reports "0" employees because all employees are paid via oakwood lutheran homes association, inc., a member organization. The organization reimbursed oakwood lutheran homes association, inc. For salary and benefits expenses incurred in connection with the employees who perform services on its behalf.

Financial Statement Notes

PART V, LINE 4:

Funds are to be used for the sail program.

Raw XML AppendixShowing 400 of 443 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/BOYAmt09887
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF AGEBETTER, INC. IS TO WORK COLLABORATIVELY WITH OLDER PEOPLE, THEIR FAMILIES, CAREGIVERS, PHYSICIANS, PAYERS, PROVIDERS, AND EDUCATORS TO ENHANCE THEIR HEALTH, WELLNESS, INDEPENDENCE, AND QUALITY OF LIFE.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02589
IRS990/AdvertisingGrp/ProgramServicesAmt021354
IRS990/AdvertisingGrp/TotalAmt023943
IRS990/AllOtherContributionsAmt0203501
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02143
IRS990/AllOtherExpensesGrp/TotalAmt02143
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANN ALBERT
IRS990/BooksInCareOfDetail/PhoneNum06082304445
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06209 MINERAL POINT ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053705
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0300
IRS990/CashNonInterestBearingGrp/EOYAmt0300
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0100176
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0100176
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01745
IRS990/ConferencesMeetingsGrp/TotalAmt01745
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt014150
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0217651
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0542
IRS990/CYOtherExpensesAmt097456
IRS990/CYOtherRevenueAmt02918
IRS990/CYProgramServiceRevenueAmt0130499
IRS990/CYRevenuesLessExpensesAmt028824
IRS990/CYSalariesCompEmpBnftPaidAmt0225330
IRS990/CYTotalExpensesAmt0322786
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0351610
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt058985
IRS990/DeferredRevenueGrp/EOYAmt059857
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE SHARING ACTIVE INDEPENDENT LIVES (SAIL) PROGRAM OFFERS SENIOR ADULTS THE SUPPORT THEY NEED TO REMAIN ACTIVE, INDEPENDENT, AND IN THEIR OWN HOMES. THE SAIL PROGRAM GIVES SENIORS ACCESS TO PRE-SCREENED SERVICE PROVIDERS AND SUPPORTS SENIORS' OVERALL WELLNESS BY OFFERING SOCIAL PROGRAMS, VOLUNTEER SERVICES, AND TRANSPORTATION ASSISTANCE. THE SAIL PROGRAM IS OFFERED TO ADULTS 55 YEARS OF AGE OR OLDER WHO LIVE IN DANE COUNTY, WI.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0285471
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013913
IRS990/FeesForServicesAccountingGrp/TotalAmt013913
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt020773
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/PersonNm0ANN ALBERT
IRS990/Form990PartVIISectionAGrp/PersonNm1JENNIFER CURLISS
IRS990/Form990PartVIISectionAGrp/PersonNm2NELSON KLING
IRS990/Form990PartVIISectionAGrp/PersonNm3RUTH MARION
IRS990/Form990PartVIISectionAGrp/PersonNm4KRISTEN PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5REGINALD HISLOP III
IRS990/Form990PartVIISectionAGrp/PersonNm6BARBARA GESSNER
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY ANN DRESCHER
IRS990/Form990PartVIISectionAGrp/PersonNm8HEIDI LAUHON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt079402
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/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/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR UNTIL 09/30/2019
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR UNTIL 10/31/2019
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR, PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR, SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR, TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt014150
IRS990/FundraisingDirectExpensesAmt05474
IRS990/FundraisingGrossIncomeAmt08302
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0357084
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0542
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0542
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF AGEBETTER, INC. IS TO WORK COLLABORATIVELY WITH OLDER PEOPLE, THEIR FAMILIES, CAREGIVERS, PHYSICIANS, PAYERS, PROVIDERS, AND EDUCATORS TO ENHANCE THEIR HEALTH, WELLNESS, INDEPENDENCE, AND QUALITY OF LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt093928
IRS990/NetAssetsOrFundBalancesEOYAmt0122752
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02828
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02828
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt093928
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0122752
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017649
IRS990/OfficeExpensesGrp/TotalAmt017649
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05345
IRS990/OtherAssetsTotalGrp/EOYAmt01400
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEMBER SERVICES
IRS990/OtherExpensesGrp/Desc1SUBSIDIZED SERVICES
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3DUE AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03164
IRS990/OtherExpensesGrp/ProgramServicesAmt020731
IRS990/OtherExpensesGrp/ProgramServicesAmt110206
IRS990/OtherExpensesGrp/ProgramServicesAmt22279
IRS990/OtherExpensesGrp/TotalAmt020731
IRS990/OtherExpensesGrp/TotalAmt110206
IRS990/OtherExpensesGrp/TotalAmt23164
IRS990/OtherExpensesGrp/TotalAmt32279
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt090
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt090
IRS990/OtherRevenueTotalAmt090
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0125154
IRS990/OtherSalariesAndWagesGrp/TotalAmt0125154
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt08212
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt032085
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ANN ALBERT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/BusinessCd2621610
IRS990/ProgramServiceRevenueGrp/BusinessCd3621610
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1SAIL PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2MCF
IRS990/ProgramServiceRevenueGrp/Desc3CONSULTING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0115769
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112912
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21308
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3510
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0115769
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112912
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21308
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3510
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0136689
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0388
IRS990/PYOtherExpensesAmt079841
IRS990/PYOtherRevenueAmt02576
IRS990/PYProgramServiceRevenueAmt0137371
IRS990/PYRevenuesLessExpensesAmt023310
IRS990/PYSalariesCompEmpBnftPaidAmt0173873
IRS990/PYTotalExpensesAmt0253714
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0277024
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt028824
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0130499
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0148943
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0159824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0333420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0248300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0241444
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0242129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0251908
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01317201
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0542
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0388
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0121
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0200
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0340
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01591
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt060752
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93140
IRS990ScheduleA/PublicSupportPY170Pct00.89240
IRS990ScheduleA/PublicSupportTotal170Amt01228365
IRS990ScheduleA/SubstantialContributorsTotAmt088836
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0333420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0248300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0241444
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0242129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0251908
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01317201
IRS990ScheduleA/TotalSupportAmt01318792
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0513
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt046336
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01776
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt056712
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01308
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010421
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0426
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt036471
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt012122
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt046336
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01088
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-743
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0281
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt023052
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt010614
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt036471
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0893
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03979
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0254
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010820
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt011135
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt023052
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01351
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt010670
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010820
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0150
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE TO BE USED FOR THE SAIL PROGRAM.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REPORTS "0" EMPLOYEES BECAUSE ALL EMPLOYEES ARE PAID VIA OAKWOOD LUTHERAN HOMES ASSOCIATION, INC., A MEMBER ORGANIZATION. THE ORGANIZATION REIMBURSED OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. FOR SALARY AND BENEFITS EXPENSES INCURRED IN CONNECTION WITH THE EMPLOYEES WHO PERFORM SERVICES ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JENNIFER CURLISS HAS A BUSINESS RELATIONSHIP WITH NELSON KLING AND REGINALD HISLOP III. HEIDI LAUHON HAS A BUSINESS RELATIONSHIP WITH REGINALD HISLOP. NELSON KLING AND REGINALD HISLOP HAVE BUSINESS RELATIONSHIP WITH BARBARA GESSNER IN THAT BOTH REPORT(ED) TO THE BOARD OF DIRECTORS, OF WHICH BARBARA GESSNER AT OAKWOOD VILLAGE IS A MEMBER OF. MARY ANN DRESCHER HAS A BUSINESS RELATIONSHIP WITH KRISTEN PETERSON IN THAT MARY ANN DRESCHER REPORTS TO THE BOARD OF DIRECTORS, OF WHICH KRISTEN PETERSON AT ATTIC ANGEL IS A MEMBER OF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CORPORATION HAS TWO MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS APPOINT THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORM 990 IS INITIALLY REVIEWED BY THE BOARD'S DIRECTOR, HEIDI LUAHON. A PDF OF THE FINAL FORM 990, OR A PAPER COPY IF REQUESTED, IS SUBSEQUENTLY SENT TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE CONFLICT OF INTEREST POLICY IS LOCATED IN THE AGEBETTER INFORMATION FILE AT THE ORGANIZATION'S ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE COMPENSATION PROCESS FOR THE EXECUTIVE DIRECTOR, OFFICERS, AND KEY EMPLOYEES ARE MANAGED BY THEIR EMPLOYER FOR PAYROLL PURPOSES, OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. THE HR COMMITTEE OF THE OAKWOOD LUTHERAN HOMES ASSOCIATION BOARD REVIEWS THE COMPENSATION FOR KEY POSITIONS ON A REGULAR BASIS TO DETERMINE A GRADING AND COMPENSATION LEVEL APPROPRIATE FOR THE POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART 1, LINE 5:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0162800
IRS990/TotalAssetsEOYAmt0193609
IRS990/TotalAssetsGrp/BOYAmt0162800
IRS990/TotalAssetsGrp/EOYAmt0193609
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0217651
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037315
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0285471
IRS990/TotalFunctionalExpensesGrp/TotalAmt0322786
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt068872
IRS990/TotalLiabilitiesEOYAmt070857
IRS990/TotalLiabilitiesGrp/BOYAmt068872
IRS990/TotalLiabilitiesGrp/EOYAmt070857
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt093928
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0122752
IRS990/TotalOtherCompensationAmt020773
IRS990/TotalProgramServiceExpensesAmt0285471
IRS990/TotalProgramServiceRevenueAmt0130499
IRS990/TotalReportableCompFromOrgAmt079402
IRS990/TotalRevenueGrp/ExclusionAmt03460
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0130499
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0351610
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0105
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0162800
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0193609
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01683
IRS990/TravelGrp/TotalAmt01683
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.75$2.37$4.71$4.00$0.71
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.98$1.61$4.21$4.28$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.86$1.64$4.12$4.25$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.78$1.82$3.78$3.89$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.73$1.93$4.17$3.46$0.70
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.71$1.23$3.52$3.23$0.29
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.69$0.94$2.77$2.54$0.23
2017Summary only. Only limited summary data is available for this year.$1.46$0.75$0.71$2.55$2.42$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.77$0.59$2.62$2.78$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.81$0.83$3.19$2.85$0.34
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$1.11$0.49$3.28$2.78$0.50
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.61$0.01$2.94$3.25$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.45$0.30$2.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.49$0.26$2.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.36$0.02$1.99$2.29$0.29