Liabilities / Assets
88th percentile
Higher debt load relative to assets than 88% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
88th percentile
Higher debt load relative to assets than 88% of similar nonprofits.
Liabilities / Revenue
88th percentile
Higher debt load relative to revenue than 88% of similar nonprofits.
Net Margin
38th percentile
Higher net margin than 38% of similar nonprofits.
Top Officer Pay
97th percentile
Higher top officer pay than 97% of similar nonprofits.
Top officer pay equals 18.8% of source-year revenue.
Asset Growth
55th percentile
Faster asset growth than 55% of similar nonprofits.
Revenue Growth
47th percentile
Faster revenue growth than 47% of similar nonprofits.
Assets
Up$259,189
Up $8,665 (+3.5%) from 2022
Net Assets
Down$161,199
Down $3,183 (-1.9%) from 2022
Liabilities
Up$97,990
Up $11,848 (+14%) from 2022
Revenue
Up$421,456
Up $9,754 (+2.4%) from 2022
Expenses
Up$428,472
Up $3,328 (+0.8%) from 2022
Net Income
Up-$7,016
Up $6,426 (+48%) from 2022
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.
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $106,540 | $109,085 | ▲ $2,545 |
| Cash and Non-Interest-Bearing Accounts | $91,372 | $88,294 | ▼ $3,078 |
| Accounts Receivable | $28,576 | $34,241 | ▲ $5,665 |
| Investments in Publicly Traded Securities | $21,630 | $25,893 | ▲ $4,263 |
| Prepaid Expenses and Deferred Charges | $2,406 | $1,676 | ▼ $730 |
| Total Assets | $250,524 | $259,189 | ▲ $8,665 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $44,781 | $69,129 | ▲ $24,348 |
| Deferred Revenue | $41,361 | $28,861 | ▼ $12,500 |
| Total Liabilities | $86,142 | $97,990 | ▲ $11,848 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $129,382 | $129,337 | ▼ $45 |
| Net Assets With Donor Restrictions | $35,000 | $31,862 | ▼ $3,138 |
| Total Net Assets Fund Balance | $164,382 | $161,199 | ▼ $3,183 |
| Total Liabilities and Net Assets / Fund Balance | $250,524 | $259,189 | ▲ $8,665 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2023 | $84,315 | $2,220 | ▲ $12,071 | - | $93,878 |
| 2022 | $88,769 | $9,609 | ▼ $13,191 | - | $84,315 |
| 2021 | $76,196 | $2,225 | ▲ $13,339 | - | $88,769 |
| 2020 | $56,712 | $16,252 | ▲ $5,319 | - | $76,196 |
| 2019 | $46,336 | $1,776 | ▲ $10,421 | - | $56,712 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Ann Albert | Executive Di | FT | $79,362 | $79,362 |
| Name | Title |
|---|---|
| Barbara Gessner | President |
| Kristen Peterson | Director |
| Marje Murray | Director |
| Meredith Degen | Director |
| Calvin Williams | Interim Dire |
| Kevin Hayden | Interim Dire |
| Linda Johnson | Past Treasur |
| Michelle Godfrey | Secretary/tr |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Other Non Cash Contri Table | 2 | $27,208 | Fair Market Value (FMV) |
| Total Noncash Contributions | 2 | $27,208 | - |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $322,438 |
| Other Expenses | $106,034 |
| Total Fundraising Expense | $236 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $197,798 | $45,278 | - | $243,076 |
| Current Officers, Directors, Trustees, and Key Employees | $63,490 | $15,872 | - | $79,362 |
| Occupancy | - | $25,200 | - | $25,200 |
| Office Expenses | $13,343 | $546 | - | $13,889 |
| Fees for Services Management | - | $12,118 | - | $12,118 |
| Advertising | $7,910 | $1,687 | - | $9,597 |
| All Other Expenses | $3,177 | $590 | $236 | $4,003 |
| Fees for Services Legal | - | $2,008 | - | $2,008 |
| Other Expenses | $1,822 | $354 | - | $1,822 |
| Travel | $1,422 | $6 | - | $1,428 |
| Insurance | $764 | $278 | - | $1,042 |
| Conferences and Meetings | $150 | - | - | $150 |
| Total Functional Expenses | $324,299 | $103,937 | $236 | $428,472 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Michelle godfrey kristen peterson secretary director business relationship”
“The organization does not have ommittees with authority to act on behalf of the governing body.”
“The form 990 is initially reviewed by the board's treasurer. 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.”
“If a conflict existed, the person would abstain from voting on that particular issue. The conflict of interest policy is located in the agebetter information file at the organization's address.”
“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 the key positions on a regular basis to determine a grading and compensation level appropriate for the positions.”
“The compensation process for the executive director, officers, and key employees is the same as the process for the top offical.”
“The documents are available upon request.”
“Part 1, line 5: the organziation reports "0" employees because all employees are paid via oakwood lutheran homes assocation, inc. A sponsoring 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.”
“Safe at home pilot program was added in march 2023; offering free home safety assessments to dane county seniors provided by volunteers in collaboration with madison college and volunteers.”
“Funds are to be used for the sail program.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 44781 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 69129 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 28576 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 34241 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 1687 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 7910 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 9597 |
| IRS990/AllOtherContributionsAmt | 0 | 287737 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 236 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 590 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 3177 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 4003 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | ANN ALBERT |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6082304445 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 6209 MINERAL POINT ROAD STE 210 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | MADISON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53705 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 91372 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 88294 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 15872 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 63490 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 79362 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 150 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 150 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 287737 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 2974 |
| IRS990/CYOtherExpensesAmt | 0 | 106034 |
| IRS990/CYOtherRevenueAmt | 0 | 154 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 130591 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -7016 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 322438 |
| IRS990/CYTotalExpensesAmt | 0 | 428472 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 236 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 421456 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | true |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 41361 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 28861 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | THE 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/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 35000 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 31862 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | true |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 324299 |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 2008 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 2008 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 12118 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 12118 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ANN ALBERT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | BARBARA GESSNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | LINDA JOHNSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | MICHELLE GODFREY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | MARJE MURRAY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | KRISTEN PETERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MEREDITH DEGEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | KEVIN HAYDEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | CALVIN WILLIAMS |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 79362 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | EXECUTIVE DI |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | PAST TREASUR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY/TR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | INTERIM DIRE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | INTERIM DIRE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1998 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 421456 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 278 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 764 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 1042 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 2974 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 2974 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 21630 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 25893 |
| IRS990/IRPDocumentCnt | 0 | 5 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | false |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 164382 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 161199 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 3833 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 129382 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 129337 |
| IRS990/NoncashContributionsAmt | 0 | 27208 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 25200 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 25200 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 546 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 13343 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 13889 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | MEMBER SERVICES |
| IRS990/OtherExpensesGrp/Desc | 1 | SUBSIDIZED SERVICES |
| IRS990/OtherExpensesGrp/Desc | 2 | CREDIT CARD FEES |
| IRS990/OtherExpensesGrp/Desc | 3 | TELEPHONE & INTERNET |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 354 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 19367 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 10215 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 4841 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 1822 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 19721 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 10215 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 4841 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 1822 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | CREDIT CARD FEE INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 154 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 154 |
| IRS990/OtherRevenueTotalAmt | 0 | 154 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 45278 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 197798 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 243076 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 2406 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 1676 |
| IRS990/PrincipalOfficerNm | 0 | MICHELLE GODFREY |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 621610 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 621610 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 621610 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | MEMBERSHIP DUES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | SAIL PROGRAM |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | MCF ENDOWMENT |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 118671 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 9209 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 2711 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 118671 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 9209 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 2711 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | COMPLETED 40 FREE HOME SAFETY ASSESSMENTS FOR SENIORS LIVING IN AND AROUND MADISON WI. PROVIDED FOLLOW UP CALLS TO EACH PARTICIPANT TO CONNECT THEM WITH NEEDED RESOURCES. PURPOSE IS TO REDUCE RISK OF FALLS. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 278711 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 958 |
| IRS990/PYOtherExpensesAmt | 0 | 108311 |
| IRS990/PYOtherRevenueAmt | 0 | 30 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 132003 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -13442 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 316833 |
| IRS990/PYTotalExpensesAmt | 0 | 425144 |
| IRS990/PYTotalRevenueAmt | 0 | 411702 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -7016 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 130591 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 106540 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 109085 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 287737 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 278711 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 254389 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 408240 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 333420 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 1562497 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 2974 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 958 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 160 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1160 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 542 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 5794 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 385836 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.98950 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.99520 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 1551863 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 10634 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 287737 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 278711 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 254389 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 408240 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 333420 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 1562497 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 1568291 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 629 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 84315 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 2220 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 93878 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 3572 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 12071 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 764 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 88769 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 9609 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 84315 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 3108 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -13191 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 453 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 76196 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 2225 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 88769 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 2538 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 13339 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 543 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 56712 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 16252 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 76196 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 1544 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 5319 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 513 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 46336 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 1776 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 56712 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 1308 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 10421 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | false |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | true |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 1.00000 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | FUNDS ARE TO BE USED FOR THE SAIL PROGRAM. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 2, PART V, LINE 4 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990ScheduleM/AnyPropertyThatMustBeHeldInd | 0 | false |
| IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt | 0 | 2 |
| IRS990ScheduleM/OtherNonCashContriTableGrp/Desc | 0 | LEGAL & RENT |
| IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt | 0 | FMV |
| IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd | 0 | X |
| IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt | 0 | 27208 |
| IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd | 0 | false |
| IRS990ScheduleM/ThirdPartiesUsedInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | PART 1, LINE 5: THE ORGANZIATION REPORTS "0" EMPLOYEES BECAUSE ALL EMPLOYEES ARE PAID VIA OAKWOOD LUTHERAN HOMES ASSOCATION, INC. A SPONSORING 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/ExplanationTxt | 1 | SAFE AT HOME PILOT PROGRAM WAS ADDED IN MARCH 2023; OFFERING FREE HOME SAFETY ASSESSMENTS TO DANE COUNTY SENIORS PROVIDED BY VOLUNTEERS IN COLLABORATION WITH MADISON COLLEGE AND VOLUNTEERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MICHELLE GODFREY KRISTEN PETERSON SECRETARY DIRECTOR BUSINESS RELATIONSHIP |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE ORGANIZATION DOES NOT HAVE OMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE FORM 990 IS INITIALLY REVIEWED BY THE BOARD'S TREASURER. 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/ExplanationTxt | 5 | IF A CONFLICT EXISTED, THE PERSON WOULD ABSTAIN FROM VOTING ON THAT PARTICULAR ISSUE. THE CONFLICT OF INTEREST POLICY IS LOCATED IN THE AGEBETTER INFORMATION FILE AT THE ORGANIZATION'S ADDRESS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | 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 THE KEY POSITIONS ON A REGULAR BASIS TO DETERMINE A GRADING AND COMPENSATION LEVEL APPROPRIATE FOR THE POSITIONS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | THE COMPENSATION PROCESS FOR THE EXECUTIVE DIRECTOR, OFFICERS, AND KEY EMPLOYEES IS THE SAME AS THE PROCESS FOR THE TOP OFFICAL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | THE DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 2, PART III, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PAGE 6, PART VI, LINE 19 |
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| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | true |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | WI |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
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| IRS990/TotalAssetsEOYAmt | 0 | 259189 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 250524 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 259189 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 287737 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 236 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 103937 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 324299 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 428472 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 86142 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 97990 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 86142 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 97990 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 164382 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 161199 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 324299 |
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| IRS990/TotalReportableCompFromOrgAmt | 0 | 79362 |
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| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 130745 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 421456 |
| IRS990/TotalVolunteersCnt | 0 | 80 |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.