Liabilities / Assets
85th percentile
Higher debt load relative to assets than 85% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
85th percentile
Higher debt load relative to assets than 85% of similar nonprofits.
Liabilities / Revenue
85th percentile
Higher debt load relative to revenue than 85% of similar nonprofits.
Net Margin
69th percentile
Higher net margin than 69% of similar nonprofits.
Top Officer Pay
97th percentile
Higher top officer pay than 97% of similar nonprofits.
Top officer pay equals 17.3% of source-year revenue.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
61st percentile
Faster revenue growth than 61% of similar nonprofits.
Assets
Up$311,901
Up $52,712 (+20%) from 2023
Net Assets
Up$236,711
Up $75,512 (+47%) from 2023
Liabilities
Down$75,190
Down $22,800 (-23%) from 2023
Revenue
Up$471,475
Up $50,019 (+12%) from 2023
Expenses
Down$399,993
Down $28,479 (-6.6%) from 2023
Net Income
Up$71,482
Up $78,498 (+1119%) from 2023
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 | |||
| Cash and Non-Interest-Bearing Accounts | $88,294 | $124,552 | ▲ $36,258 |
| Savings and Temporary Cash Investments | $109,085 | $112,463 | ▲ $3,378 |
| Accounts Receivable | $34,241 | $41,631 | ▲ $7,390 |
| Investments in Publicly Traded Securities | $25,893 | $30,502 | ▲ $4,609 |
| Prepaid Expenses and Deferred Charges | $1,676 | $2,753 | ▲ $1,077 |
| Total Assets | $259,189 | $311,901 | ▲ $52,712 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $69,129 | $45,255 | ▼ $23,874 |
| Deferred Revenue | $28,861 | $29,935 | ▲ $1,074 |
| Total Liabilities | $97,990 | $75,190 | ▼ $22,800 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $129,337 | $190,020 | ▲ $60,683 |
| Net Assets With Donor Restrictions | $31,862 | $46,691 | ▲ $14,829 |
| Total Net Assets Fund Balance | $161,199 | $236,711 | ▲ $75,512 |
| Total Liabilities and Net Assets / Fund Balance | $259,189 | $311,901 | ▲ $52,712 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2024 | $93,878 | $11,375 | ▲ $2,886 | - | $106,937 |
| 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 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Ann Albert | Executive Di | FT | $81,477 | $81,477 |
| Name | Title |
|---|---|
| Barbara Gessner | President |
| Debby Ochoa | Director |
| Jan Hamilton Crawford | Director |
| Kevin Hayden | Director |
| Kristen Peterson | Director |
| Meredith Degen | Director |
| Michelle Godfrey | Secretary/tr |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Other Non Cash Contri Table | 2 | $32,680 | Fair Market Value (FMV) |
| Total Noncash Contributions | 2 | $32,680 | - |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $273,235 |
| Other Expenses | $126,758 |
| Total Fundraising Expense | $950 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $191,758 | - | - | $191,758 |
| Current Officers, Directors, Trustees, and Key Employees | $21,416 | $60,061 | - | $81,477 |
| Occupancy | - | $25,000 | - | $25,000 |
| Office Expenses | $19,788 | $930 | - | $20,718 |
| Fees for Services Management | - | $18,827 | - | $18,827 |
| Advertising | $14,421 | $982 | - | $15,403 |
| Information Technology | $3,924 | $1,018 | - | $4,942 |
| All Other Expenses | $1,903 | $749 | $950 | $3,602 |
| Insurance | $1,546 | $1,570 | - | $3,116 |
| Other Expenses | $1,938 | $155 | - | $1,938 |
| Travel | $734 | - | - | $734 |
| Conferences and Meetings | $225 | $36 | - | $261 |
| Total Functional Expenses | $289,715 | $109,328 | $950 | $399,993 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Michelle godfrey kristen peterson secretary director business relationship”
“The organization does not have committees 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.”
“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 | 69129 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 45255 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 34241 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 41631 |
| 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 | 982 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 14421 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 15403 |
| IRS990/AllOtherContributionsAmt | 0 | 304434 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 950 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 749 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 1903 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 3602 |
| 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 | 88294 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 124552 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 60061 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 21416 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 81477 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 36 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 225 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 261 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 304434 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 3957 |
| IRS990/CYOtherExpensesAmt | 0 | 126758 |
| IRS990/CYOtherRevenueAmt | 0 | 347 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 162737 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 71482 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 273235 |
| IRS990/CYTotalExpensesAmt | 0 | 399993 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 950 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 471475 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | true |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 28861 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 29935 |
| 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 | 31862 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 46691 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | true |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 289715 |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 18827 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 18827 |
| 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/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/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | 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/PersonNm | 0 | ANN ALBERT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | BARBARA GESSNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MICHELLE GODFREY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | KRISTEN PETERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | DEBBY OCHOA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | MEREDITH DEGEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | KEVIN HAYDEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JAN HAMILTON CRAWFORD |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 81477 |
| 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/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/TitleTxt | 0 | EXECUTIVE DI |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SECRETARY/TR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| 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 | 471475 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 1018 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 3924 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 4942 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 1570 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 1546 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 3116 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 3957 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 3957 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 25893 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 30502 |
| 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 | 161199 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 236711 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 4030 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 129337 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 190020 |
| IRS990/NoncashContributionsAmt | 0 | 32680 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 25000 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 25000 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 930 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 19788 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 20718 |
| 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 | BANK FEES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 155 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 17872 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 11656 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 2534 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 1938 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 18027 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 11656 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 2534 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 1938 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | CREDIT CARD FEE INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 347 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 347 |
| IRS990/OtherRevenueTotalAmt | 0 | 347 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 191758 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 191758 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 1676 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 2753 |
| 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/BusinessCd | 3 | 621610 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | MEMBERSHIP DUES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | SAFE AT HOME PROGRAM |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | SAIL PROGRAM |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | MCF ENDOWMENT |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 117257 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 34638 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 7760 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 3082 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 117257 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 34638 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 7760 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 3082 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | OUR SAFE AT HOME PROGRAM ALLOWS VOLUNTEERS TO PROVIDE FREE HOME SAFETY ASSESSMENTS FOR SENIORS IN DANE COUNTY. WE COMPLETED 87 FREE HOME SAFETY ASSESSMENTS FOR SENIORS LIVING IN AND AROUND MADISON WI. AND PROVIDED FOLLOW UP CALLS TO EACH PARTICIPANT TO CONNECT THEM WITH NEEDED RESOURCES. PURPOSE IS TO REDUCE THE RISK OF FALLS. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 287737 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 2974 |
| IRS990/PYOtherExpensesAmt | 0 | 106034 |
| IRS990/PYOtherRevenueAmt | 0 | 154 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 130591 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -7016 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 322438 |
| IRS990/PYTotalExpensesAmt | 0 | 428472 |
| IRS990/PYTotalRevenueAmt | 0 | 421456 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 71482 |
| 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 | 128099 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 109085 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 112463 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 304434 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 287737 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 278711 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 254389 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 408240 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 1533511 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 3957 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2974 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 958 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 160 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1160 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 9209 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 548920 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.92640 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.98950 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 1429143 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 104368 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 304434 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 287737 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 278711 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 254389 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 408240 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 1533511 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 1542720 |
| 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 | 826 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 93878 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 11375 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 106937 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 4068 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 2886 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 629 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 84315 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 2220 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 93878 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 3572 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 12071 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 764 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 88769 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 9609 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 84315 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 3108 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -13191 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 453 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 76196 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 2225 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 88769 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 2538 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 13339 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 543 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 56712 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 16252 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 76196 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 1544 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 5319 |
| 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 | 32680 |
| 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 | MICHELLE GODFREY KRISTEN PETERSON SECRETARY DIRECTOR BUSINESS RELATIONSHIP |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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 | 4 | 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 | 5 | 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 | 6 | THE COMPENSATION PROCESS FOR THE EXECUTIVE DIRECTOR, OFFICERS, AND KEY EMPLOYEES IS THE SAME AS THE PROCESS FOR THE TOP OFFICAL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | THE DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| 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 |
| IRS990/TotalAssetsBOYAmt | 0 | 259189 |
| IRS990/TotalAssetsEOYAmt | 0 | 311901 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 259189 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 311901 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 304434 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 950 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 109328 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 289715 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 399993 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 97990 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 75190 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 97990 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 75190 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 161199 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 236711 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 289715 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 162737 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 81477 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 3957 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 163084 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 471475 |
| IRS990/TotalVolunteersCnt | 0 | 80 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 259189 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 311901 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 734 |
| IRS990/TravelGrp/TotalAmt | 0 | 734 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
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Displayed year
2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
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