Civic Intelligence

Bethesda

990 • Fiscal year 2017 • EIN 41-0693843

Oct 01, 2016 to Sep 30, 2017 • Filed on Jul 27, 2018

901 SE Willmar AvenueWillmar, MN 56201

(320) 235-9532

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.74x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

1.31x

Higher debt load relative to revenue than 81% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

62nd percentile

6.9%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

44th percentile

$223,865

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

47th percentile

4.1%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

32%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$39,939,299

Up $1,571,807 (+4.1%) from 2016

Net Assets

Up

$10,529,750

Up $2,881,551 (+38%) from 2016

Liabilities

Down

$29,409,549

Down $1,309,744 (-4.3%) from 2016

Revenue

Up

$22,533,143

Up $5,399,569 (+32%) from 2016

Expenses

Up

$20,981,152

Up $3,586,347 (+21%) from 2016

Net Income

Up

$1,551,991

Up $1,813,222 (+694%) from 2016

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2010: $23,006,789Liabilities 2010: $17,106,156Net Assets 2010: $5,900,6332010Assets 2011: $21,950,057Liabilities 2011: $16,310,576Net Assets 2011: $5,639,4812011Assets 2012: $19,382,796Liabilities 2012: $13,820,125Net Assets 2012: $5,562,6712012Assets 2013: $19,106,806Liabilities 2013: $13,154,191Net Assets 2013: $5,952,6152013Assets 2014: $20,873,044Liabilities 2014: $12,656,212Net Assets 2014: $8,216,8322014Assets 2015: $22,838,696Liabilities 2015: $15,079,926Net Assets 2015: $7,758,7702015Assets 2016: $38,367,492Liabilities 2016: $30,719,293Net Assets 2016: $7,648,1992016Assets 2017: $39,939,299Liabilities 2017: $29,409,549Net Assets 2017: $10,529,7502017Assets 2018: $45,329,344Liabilities 2018: $30,609,511Net Assets 2018: $14,719,8332018Assets 2019: $48,673,435Liabilities 2019: $30,616,548Net Assets 2019: $18,056,8872019Assets 2020: $55,354,100Liabilities 2020: $34,541,621Net Assets 2020: $20,812,4792020Assets 2021: $73,193,100Liabilities 2021: $44,675,572Net Assets 2021: $28,517,5282021Assets 2022: $74,888,155Liabilities 2022: $41,841,673Net Assets 2022: $33,046,4822022Assets 2023: $85,805,822Liabilities 2023: $43,152,178Net Assets 2023: $42,653,6442023Assets 2024: $91,777,616Liabilities 2024: $43,970,994Net Assets 2024: $47,806,6222024

Highlighted filing

2017

Assets$39,939,299
Liabilities$29,409,549
Net Assets$10,529,750

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $15,860,3642010Expenses 2011: $16,910,2642011Expenses 2012: $16,400,9612012Revenue 2013: $17,144,716Expenses 2013: $16,774,640Net Income 2013: $370,0762013Revenue 2014: $19,690,819Expenses 2014: $17,354,457Net Income 2014: $2,336,3622014Revenue 2015: $16,609,701Expenses 2015: $17,042,901Net Income 2015: -$433,2002015Revenue 2016: $17,133,574Expenses 2016: $17,394,805Net Income 2016: -$261,2312016Revenue 2017: $22,533,143Expenses 2017: $20,981,152Net Income 2017: $1,551,9912017Revenue 2018: $27,368,050Expenses 2018: $22,098,341Net Income 2018: $5,269,7092018Revenue 2019: $27,750,959Expenses 2019: $24,465,507Net Income 2019: $3,285,4522019Revenue 2020: $29,361,334Expenses 2020: $26,523,028Net Income 2020: $2,838,3062020Revenue 2021: $31,566,689Expenses 2021: $24,782,633Net Income 2021: $6,784,0562021Revenue 2022: $30,896,178Expenses 2022: $28,644,727Net Income 2022: $2,251,4512022Revenue 2023: $40,921,531Expenses 2023: $30,802,541Net Income 2023: $10,118,9902023Revenue 2024: $42,703,512Expenses 2024: $37,693,801Net Income 2024: $5,009,7112024

Highlighted filing

2017

Revenue$22,533,143
Expenses$20,981,152
Net Income$1,551,991
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jul 27, 2018
Return Version
2016v3.0
Gross Receipts
$23,169,030
Mission and Program Overview

Mission

Serving others together in faith, community, and life.

To provide housing and nursing services to the elderly and disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$32,479,302$31,105,271▼ $1,374,031
Savings and Temporary Cash Investments$1,643,559$2,814,854▲ $1,171,295
Investments Program Related-$2,414,199-
Investments in Publicly Traded Securities$1,731,675$1,587,314▼ $144,361
Accounts Receivable$1,075,376$1,542,383▲ $467,007
Investments Other Securities$342,800$342,800→ $0
Prepaid Expenses and Deferred Charges$59,967$74,676▲ $14,709
Intangible Assets$0--
Total Assets$37,393,969$39,939,299▲ $2,545,330
Other Assets Total$61,290$57,802▼ $3,488
Liabilities
Mortgage Notes Payable Secured by Investment Property$16,934,694$26,281,353▲ $9,346,659
Accounts Payable and Accrued Expenses$3,017,804$1,385,437▼ $1,632,367
Tax Exempt Bond Liabilities$9,256,831$1,249,339▼ $8,007,492
Other Liabilities$516,977$477,880▼ $39,097
Escrow Account Liability$19,464$15,540▼ $3,924
Total Liabilities$29,745,770$29,409,549▼ $336,221
Net Assets / Fund Balance
Unrestricted Net Assets$7,648,199$10,529,750▲ $2,881,551
Total Net Assets Fund Balance$7,648,199$10,529,750▲ $2,881,551
Total Liabilities and Net Assets / Fund Balance$37,393,969$39,939,299▲ $2,545,330

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$28,592,674$9,278,167$37,870,841
Equipment$1,817,774$2,731,677$4,549,451
Leasehold Improvements$356,689$340,261$696,950
Land$222,006-$222,006
Other Land Buildings$116,128-$116,128
Investment Program Related Org$2,414,199--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle HaefnerCEOPT$209,569$14,296$223,865
Ashley BormannAdministratorPT$106,928$3,421$110,349
Tamala GjerdeAccountantPT$59,999$7,792$67,791

Board Members and Trustees

NameTitle
Nathan StreedBoard Member/chair
Carla LagerstedtChair/board Member (thru June 2017)
Chuck OttBoard Member/vice Chair
Richard LarsonVice Chair (thru Dec 2016)
Dena EichelbergerBoard Member
Myron BehmBoard Member
Nancy OlsonBoard Member
Sherri PoolBoard Member
Steve RenquistBoard Member
Carole VennerstromBoard Member (thru June 2017)
Larry KnutsonBoard Member (thru June 2017)
Ray PoageBoard Member (thru June 2017)
Pastor Mary HovlandSecretary
Marlin HenjumTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Pro RehabTherapy Services200 LEWIS AVE S STE 210, Watertown, MN 55388$885,271
Revenue and Support

Revenue Composition

Contributions and Grants
$30,479
Program Service Revenue
$22,100,606
Investment Income
$120,436
Other Revenue
$281,622
Change in Net Assets
$1,551,991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,981,999
Other Expenses$7,999,153
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,164,071$378,614-$10,542,685
Depreciation Depletion$1,439,417$53,708-$1,493,125
Other Employee Benefits$1,024,340$39,224-$1,063,564
Fees for Services Other$981,672$6,903-$988,575
Interest$850,870$31,748-$882,618
Payroll Taxes$745,439$55,246-$800,685
Occupancy$576,295$34,335-$610,630
Office Expenses$281,817$178,287-$460,104
Current Officers, Directors, Trustees, and Key Employees-$411,365-$411,365
Other Expenses$222,869$7,902-$230,771
Fees for Services Accounting-$169,138-$169,138
All Other Expenses$165,946--$165,946
Pension Plan Contributions$152,405$11,295-$163,700
Information Technology-$124,867-$124,867
Insurance$117,440$4,382-$121,822
Conferences and Meetings-$97,424-$97,424
Advertising$83,626$3,120-$86,746
Fees for Services Legal-$43,077-$43,077
Travel$11,940--$11,940
Fees for Service Investment Mgmnt Fees-$5,239-$5,239
Total Functional Expenses$19,318,499$1,662,653$0$20,981,152
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable - Related Party$477,880

Bond Issues

BondIssuerIssuedIssue PricePurpose
BCity of Willmar Minnesota2012-06-01$10,000,000Issued to refund prior issuance of series 1998, 2004a, & 2009 revenue bonds
ACity of Olivia Minnesota2008-04-22$2,008,000Issued to refund prior issuance of series 2001 revenue bond

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$10,000,000$9,947,500$10,000,000$52,500
A$2,008,000$1,967,989$758,661$40,011

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

The organization has an executive committee which consists of the officers of the board of directors and one additional board member. This committee only acts in the interval between meetings of the board of directors and at all times is subject to the control and direction of the full board of directors.

Form 990, Part VI, Section A, Line 6

The organization has one class of membership. Membership consists of congregations of christian churches which have applied for membership and are approved by the board of directors. It also consists of individual members who are in good standing at the time of the adoption of the bylaws, and additional individual members who are members and are in good standing of any christian church congregation. Their membership must be approved by the board of directors. Each congregation shall be entitled to three voting delegates. Congregations with more than 500 confirmed members will be entitled to four voting delegates. Each delegate is entitled to one vote at all annual meetings.

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

Each delegate is entitled to one vote at all annual meetings on the election of the board members.

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

Amendments to the articles of incorporation and bylaws of bethesda must be approved by the members.

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

The ceo, director of accounting, and board treasurer have reviewed the form 990. The final form 990 was emailed to the board members prior to a board meeting where at that time the board gave the final approval of the form 990.

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

The conflict of interest policy covers the key employees and board of directors. The ceo reviews the annual disclosures for conflicts and determines if one exists. If a conflict of interest exists, that individual must abstain from voting on the item in conflict.

Form 990, Part VI, Section B, Line 15A

The compensation of the ceo is reviewed by the executive board committee. They use an internal scale which is based off of comparability data and is substantiated in their meeting notes. The last compensation review was performed in 2016.

Form 990, Part VI, Section C, Line 19

The organization makes it's governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Bethesda
EIN
41-0693843
Phone
3202359532
Address
901 SE WILLMAR AVENUE, WILLMAR, MN 56201

Signing Officer

Name
Michelle Haefner
Title
CEO
Phone
3202359532
Signed
2018-07-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Haefner
Formed
1897
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
9
Employees
611
Volunteers
82

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Cory Rutledge
Phone
6123764500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Transfer of net assets from affiliate -208,351. Loss on refinancing of debt -923,696. Change in beneficial interest in the net assets of the foundation 830,549. Change in beneficial interest in the net assets of the foundation prior yr 1,583,650.

Financial Statement Notes

PART IV, LINE 2B:

Resident trust funds represent funds held by the organization on behalf of their residents. Security deposits are held as collateral for damages to rooms.

PART X, LINE 2:

The corporation has been recognized by the internal revenue service as exempt from federal income taxes under internal revenue code section 501(c)(3); accordingly, no provision for income taxes has been made in the accompanying financial statements. The corporation's annual tax filings are subject to review by federal, state, and local authorities. The corporation is not aware of any activities that would jeopardize its tax-exempt status. The corporation is not aware of any activities that are subject to tax on unrelated business income or excise other taxes.

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IRS990/Desc0BETHESDA IS LOCATED IN WILLMAR, MINNESOTA. IT OPERATES EXCLUSIVELY TO PROMOTE HEALTH, RELIGIOUS, AND GENERAL SOCIAL WELFARE OF PHYSICALLY AND MENTALLY DISADVANTAGED PERSONS, PRIMARILY THE ELDERLY. SERVICES ARE PROVIDED THROUGH GRAND, PARK VIEW VILLAGE, HOME HEALTH, AND DAY BREAK SERVICES. BETHESDA PROVIDES LONG-TERM SKILLED CARE IN A 248-BED LONG-TERM SKILLED NURSING HOME THAT PROVIDES A SPECIALIZED MEMORY LOSS CARE UNIT AND A SHORT-TERM REHABILITATION UNIT. FOR THE YEAR ENDED SEPTEMBER 30, 2017, BETHESDA HAD 78,100 RESIDENT DAYS AND 86% OCCUPANCY.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1414296
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt153421
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt167792
IRS990/Form990PartVIISectionAGrp/PersonNm0CARLA LAGERSTEDT
IRS990/Form990PartVIISectionAGrp/PersonNm1NATHAN STREED
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm3CHUCK OTT
IRS990/Form990PartVIISectionAGrp/PersonNm4PASTOR MARY HOVLAND
IRS990/Form990PartVIISectionAGrp/PersonNm5MARLIN HENJUM
IRS990/Form990PartVIISectionAGrp/PersonNm6MYRON BEHM
IRS990/Form990PartVIISectionAGrp/PersonNm7DENA EICHELBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm8LARRY KNUTSON
IRS990/Form990PartVIISectionAGrp/PersonNm9NANCY OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm10RAY POAGE
IRS990/Form990PartVIISectionAGrp/PersonNm11SHERRI POOL
IRS990/Form990PartVIISectionAGrp/PersonNm12STEVE RENQUIST
IRS990/Form990PartVIISectionAGrp/PersonNm13CAROLE VENNERSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm14MICHELLE HAEFNER
IRS990/Form990PartVIISectionAGrp/PersonNm15ASHLEY BORMANN
IRS990/Form990PartVIISectionAGrp/PersonNm16TAMALA GJERDE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14209569
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15106928
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1659999
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR/BOARD MEMBER (THRU JUNE 2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER/CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR (THRU DEC 2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER/VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER (THRU JUNE 2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER (THRU JUNE 2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER (THRU JUNE 2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt14CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16ACCOUNTANT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01897
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt053840
IRS990/GainOrLossGrp/SecuritiesAmt032843
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt028902
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0689727
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt032843
IRS990/GrossReceiptsAmt023169030
IRS990/GrossRentsGrp/RealAmt09943
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0124867
IRS990/InformationTechnologyGrp/TotalAmt0124867
IRS990/InsuranceGrp/ManagementAndGeneralAmt04382
IRS990/InsuranceGrp/ProgramServicesAmt0117440
IRS990/InsuranceGrp/TotalAmt0121822
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt031748
IRS990/InterestGrp/ProgramServicesAmt0850870
IRS990/InterestGrp/TotalAmt0882618
IRS990/InvestmentIncomeGrp/ExclusionAmt033753
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033753
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0342800
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0342800
IRS990/InvestmentsProgramRelatedGrp/EOYAmt02414199
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01731675
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01587314
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012350105
IRS990/LandBldgEquipBasisNetGrp/BOYAmt032479302
IRS990/LandBldgEquipBasisNetGrp/EOYAmt031105271
IRS990/LandBldgEquipCostOrOtherBssAmt043455376
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0635887
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE SEEK DAILY TO EARN YOUR TRUST THROUGH EXCELLENT SERVICE BY CREATING QUALITY HEALTH, HOUSING, AND HOME BASED CHOICES PRIMARILY FOR OLDER ADULTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt016934694
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt026281353
IRS990/NetAssetsOrFundBalancesBOYAmt07648199
IRS990/NetAssetsOrFundBalancesEOYAmt010529750
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt086683
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt086683
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt09943
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt09943
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt047408
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt034335
IRS990/OccupancyGrp/ProgramServicesAmt0576295
IRS990/OccupancyGrp/TotalAmt0610630
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0178287
IRS990/OfficeExpensesGrp/ProgramServicesAmt0281817
IRS990/OfficeExpensesGrp/TotalAmt0460104
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt061290
IRS990/OtherAssetsTotalGrp/EOYAmt057802
IRS990/OtherChangesInNetAssetsAmt01282152
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt039224
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01024340
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01063564
IRS990/OtherExpensesGrp/Desc0MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1FOOD
IRS990/OtherExpensesGrp/Desc2LICENSES & SURCHARGES
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06779
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17902
IRS990/OtherExpensesGrp/ProgramServicesAmt0931281
IRS990/OtherExpensesGrp/ProgramServicesAmt1845245
IRS990/OtherExpensesGrp/ProgramServicesAmt2723826
IRS990/OtherExpensesGrp/ProgramServicesAmt3222869
IRS990/OtherExpensesGrp/TotalAmt0931281
IRS990/OtherExpensesGrp/TotalAmt1845245
IRS990/OtherExpensesGrp/TotalAmt2730605
IRS990/OtherExpensesGrp/TotalAmt3230771
IRS990/OtherLiabilitiesGrp/BOYAmt0516977
IRS990/OtherLiabilitiesGrp/EOYAmt0477880
IRS990/OtherRevenueMiscGrp/BusinessCd0722210
IRS990/OtherRevenueMiscGrp/BusinessCd1517000
IRS990/OtherRevenueMiscGrp/Desc0MEALS
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0188620
IRS990/OtherRevenueMiscGrp/ExclusionAmt183059
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0188620
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt183059
IRS990/OtherRevenueTotalAmt0271679
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0378614
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt010164071
IRS990/OtherSalariesAndWagesGrp/TotalAmt010542685
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt055246
IRS990/PayrollTaxesGrp/ProgramServicesAmt0745439
IRS990/PayrollTaxesGrp/TotalAmt0800685
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011295
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0152405
IRS990/PensionPlanContributionsGrp/TotalAmt0163700
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt059967
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt074676
IRS990/PrincipalOfficerNm0MICHELLE HAEFNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1624110
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1WELLNESS CENTER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022098933
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11673
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022098933
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11673
IRS990/ProgSrvcAccomActy2Grp/Desc0HOME HEALTH SERVICES PROVIDES IN-HOME HEALTH CARE, WHILE DAY BREAK SERVICES PROVIDES DAILY HEALTH CARE SUPPORT TO INDIVIDUALS WHO NEED HELP BUT REMAIN IN THE COMMUNITY. HOME HEALTH PROVIDES IN-HOME SKILLED NURSING, HOME HEALTH AIDE, HOMEMAKER SERVICES, PHYSICAL THERAPY, SPEECH THERAPY, AND OCCUPATIONAL THERAPY. THE ADULT DAY SERVICES INCLUDES HEALTH MONITORING AND EDUCATION, COMMUNITY RESOURCE EDUCATION AND LINKAGE, SOCIAL AND RECREATIONAL ACTIVITIES, CAREGIVERS RESPITE SUPPORT, TRANSPORTATION, AND MEALS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0880236
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01195299
IRS990/ProgSrvcAccomActy3Grp/Desc0PARK VIEW VILLAGE IS A 20-UNIT ASSISTED LIVING FACILITY IN OLIVIA, MN. A 24-HOUR ON-SITE STAFF OFFERS PERSONAL ASSISTANCE, MEDICATION, MONITORING, AND MEALS. FOR THE YEAR ENDED SEPTEMBER 30, 2017, PARK VIEW VILLAGE HAD AN AVERAGE OF 15 TENANTS A MONTH AND 79% OCCUPANCY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0550174
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0524056
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt036125
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt033470
IRS990/PYOtherExpensesAmt05987166
IRS990/PYOtherRevenueAmt0-1511299
IRS990/PYProgramServiceRevenueAmt018575278
IRS990/PYRevenuesLessExpensesAmt0-261231
IRS990/PYSalariesCompEmpBnftPaidAmt011407639
IRS990/PYTotalExpensesAmt017394805
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017133574
IRS990/QuidProQuoContributionsInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$91.8$44.0$47.8$42.7$37.7$5.01
2023Detailed filing. Detailed filing data is available for this year.$85.8$43.2$42.7$40.9$30.8$10.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.9$41.8$33.0$30.9$28.6$2.25
2021Detailed filing. Detailed filing data is available for this year.$73.2$44.7$28.5$31.6$24.8$6.78
2020Detailed filing. Detailed filing data is available for this year.$55.4$34.5$20.8$29.4$26.5$2.84
2019Detailed filing. Detailed filing data is available for this year.$48.7$30.6$18.1$27.8$24.5$3.29
2018Detailed filing. Detailed filing data is available for this year.$45.3$30.6$14.7$27.4$22.1$5.27
2017Detailed filing. Detailed filing data is available for this year.$39.9$29.4$10.5$22.5$21.0$1.55
2016Detailed filing. Detailed filing data is available for this year.$38.4$30.7$7.65$17.1$17.4$0.26
2015Detailed filing. Detailed filing data is available for this year.$22.8$15.1$7.76$16.6$17.0$0.43
2014Detailed filing. Detailed filing data is available for this year.$20.9$12.7$8.22$19.7$17.4$2.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$13.2$5.95$17.1$16.8$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$13.8$5.56$16.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.0$16.3$5.64$16.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$17.1$5.90$15.9