Civic Intelligence

Assumption Home Inc

990 • Fiscal year 2015 • EIN 41-0873335

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

715 North 1st StreetCold Spring, MN 56320

(320) 685-3693

Siviq Scores

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

Liabilities / Assets

85th percentile

0.79x

Higher debt load relative to assets than 85% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

1.71x

Higher debt load relative to revenue than 86% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

29th percentile

-1.3%

Higher net margin than 29% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$86,692

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

26th percentile

-3.2%

Faster asset growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-1.5%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Down

$17,000,924

Down $554,928 (-3.2%) from 2014

Net Assets

Down

$3,517,366

Down $256,796 (-6.8%) from 2014

Liabilities

Down

$13,483,558

Down $298,132 (-2.2%) from 2014

Revenue

Down

$7,864,081

Down $123,659 (-1.5%) from 2014

Expenses

Down

$7,964,221

Down $246,711 (-3.0%) from 2014

Net Income

Up

-$100,140

Up $123,052 (+55%) from 2014

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $20,432,943Liabilities 2010: $14,991,024Net Assets 2010: $5,441,9192010Assets 2011: $20,200,250Liabilities 2011: $15,164,788Net Assets 2011: $5,035,4622011Assets 2012: $19,452,567Liabilities 2012: $14,489,710Net Assets 2012: $4,962,8572012Assets 2013: $18,005,001Liabilities 2013: $14,002,862Net Assets 2013: $4,002,1392013Assets 2014: $17,555,852Liabilities 2014: $13,781,690Net Assets 2014: $3,774,1622014Assets 2015: $17,000,924Liabilities 2015: $13,483,558Net Assets 2015: $3,517,3662015Assets 2016: $16,920,692Liabilities 2016: $12,880,057Net Assets 2016: $4,040,6352016Assets 2017: $16,844,950Liabilities 2017: $12,704,126Net Assets 2017: $4,140,8242017Assets 2018: $20,689,965Liabilities 2018: $16,602,886Net Assets 2018: $4,087,0792018Assets 2019: $20,372,866Liabilities 2019: $15,902,822Net Assets 2019: $4,470,0442019Assets 2020: $20,853,831Liabilities 2020: $16,544,351Net Assets 2020: $4,309,4802020Assets 2021: $20,902,199Liabilities 2021: $15,131,379Net Assets 2021: $5,770,8202021Assets 2022: $22,261,219Liabilities 2022: $15,111,684Net Assets 2022: $7,149,5352022Assets 2023: $23,002,544Liabilities 2023: $14,907,861Net Assets 2023: $8,094,6832023Assets 2024: $31,176,410Liabilities 2024: $20,332,121Net Assets 2024: $10,844,2892024

Highlighted filing

2015

Assets$17,000,924
Liabilities$13,483,558
Net Assets$3,517,366

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,370,3742010Expenses 2011: $7,430,7062011Expenses 2012: $8,121,8742012Revenue 2013: $7,874,216Expenses 2013: $8,868,848Net Income 2013: -$994,6322013Revenue 2014: $7,987,740Expenses 2014: $8,210,932Net Income 2014: -$223,1922014Revenue 2015: $7,864,081Expenses 2015: $7,964,221Net Income 2015: -$100,1402015Revenue 2016: $8,796,517Expenses 2016: $8,352,267Net Income 2016: $444,2502016Revenue 2017: $9,227,798Expenses 2017: $9,145,370Net Income 2017: $82,4282017Revenue 2018: $9,039,872Expenses 2018: $8,898,618Net Income 2018: $141,2542018Revenue 2019: $9,303,185Expenses 2019: $9,082,168Net Income 2019: $221,0172019Revenue 2020: $9,724,616Expenses 2020: $10,021,078Net Income 2020: -$296,4622020Revenue 2021: $11,138,191Expenses 2021: $9,762,844Net Income 2021: $1,375,3472021Revenue 2022: $13,119,128Expenses 2022: $11,282,596Net Income 2022: $1,836,5322022Revenue 2023: $13,597,323Expenses 2023: $12,852,579Net Income 2023: $744,7442023Revenue 2024: $9,795,464Expenses 2024: $7,127,315Net Income 2024: $2,668,1492024

Highlighted filing

2015

Revenue$7,864,081
Expenses$7,964,221
Net Income-$100,140
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.1
Gross Receipts
$7,864,081
Mission and Program Overview

Mission

Pursue excellence in providing a continuum of health and residential services in a christian environment.

Provide a continuum of health and residential services in a Christian environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,547,747$12,002,597▼ $545,150
Investments in Publicly Traded Securities$1,024,248$3,182,832▲ $2,158,584
Savings and Temporary Cash Investments$678,447$795,872▲ $117,425
Cash and Non-Interest-Bearing Accounts$616,182--
Accounts Receivable$564,307$535,878▼ $28,429
Intangible Assets$321,441--
Prepaid Expenses and Deferred Charges$180,849$27,121▼ $153,728
Total Assets$17,555,852$17,000,924▼ $554,928
Other Assets Total$1,622,631$456,624▼ $1,166,007
Liabilities
Tax Exempt Bond Liabilities$12,904,001$12,696,187▼ $207,814
Accounts Payable and Accrued Expenses$780,068$732,840▼ $47,228
Escrow Account Liability$39,822$54,531▲ $14,709
Other Liabilities$52,214--
Mortgage Notes Payable Secured by Investment Property$5,585--
Total Liabilities$13,781,690$13,483,558▼ $298,132
Net Assets / Fund Balance
Unrestricted Net Assets$3,774,162$3,517,366▼ $256,796
Total Net Assets Fund Balance$3,774,162$3,517,366▼ $256,796
Total Liabilities and Net Assets / Fund Balance$17,555,852$17,000,924▼ $554,928

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,069,327$6,538,818$17,608,145
Equipment$403,481$1,967,342$2,370,823
Land$503,018-$503,018
Other Land Buildings$26,771$96,890$123,661
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brenda WellerDirector of FinancePT$81,554$5,138$86,692
Jan LuthensAdministrator (thru May 2015)PT$58,097$3,832$61,929
Lindsey SandAdministratorPT$53,191$416$53,607

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Rehabcaretherapy7733 Forsyth Blvd Suite 1700, St Louis, MO 63105$400,648
Revenue and Support

Revenue Composition

Contributions and Grants
$35,999
Program Service Revenue
$7,705,686
Investment Income
$122,396
Other Revenue
$0
All Other Contributions
$35,999
Change in Net Assets
$-100,140

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,864,081
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-156,656
Total Revenue per Audited Statements
$7,707,425
Total Revenue per Form 990
$7,864,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,193,127
Other Expenses$3,742,916
Grants and Similar Amounts Paid$28,178
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,299,899$19,144-$3,319,043
Interest$815,478$2,910-$818,388
Depreciation Depletion$715,390$2,553-$717,943
Fees for Services Other$563,574$9,962-$573,536
Occupancy$382,334$2,245-$384,579
Other Employee Benefits$250,809$50,451-$301,260
Payroll Taxes$234,109$55,020-$289,129
Office Expenses$201,516$13,080-$214,596
Current Officers, Directors, Trustees, and Key Employees-$199,410-$199,410
All Other Expenses$119,477$10,028-$129,505
Insurance$91,556$326-$91,882
Advertising$81,126--$81,126
Comp Disqual Persons$48,183--$48,183
Fees for Services Management-$38,896-$38,896
Pension Plan Contributions$34,467$1,635-$36,102
Fees for Services Accounting-$32,805-$32,805
Grants to Domestic Individuals$28,178--$28,178
Information Technology$6,525$14,472-$20,997
Fees for Service Investment Mgmnt Fees-$19,958-$19,958
Other Expenses$14,082$4,155-$14,082
Conferences and Meetings$12,203$435-$12,638
Travel$3,661$3,938-$7,599
Fees for Services Legal-$3,254-$3,254
Total Functional Expenses$7,479,544$484,677$0$7,964,221

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,964,221
Total Expenses per Audited Statements$7,964,221
Total Expenses per Form 990$7,964,221
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Chad Middendor, Board Member >35% OwnerWorkers compensation insuranceNo$168,617
Karilyn MiddendorfDaughter of Chad Middendorf, Board MembercompensationNo$48,183
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Cold Spring Minnesota2008-10-29$7,987,331Facility contruction
BCity of Cold Spring Minnesota2013-06-21$5,400,078Refund bonds issued 3/31/2005

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$7,987,331$4,839,017$397,331$159,746
B$5,400,078-$160,000$108,002

Bond Financing Compliance

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

The members of the corporation shall be as follows: 1.The Bishop of the Diocese of Saint Cloud or the person, who in his stead, exercises ordinary jurisdiction over the spiritual and temporal affairs of the Diocese of Saint Cloud in accordance with the legislation of the Roman Catholic Church; 2.The Vicar General of the Diocese of Saint Cloud, who has been appointed to be a member ex-officio of the corporation of the Diocese of Saint Cloud. In the event of a vacancy in the office of the Bishop, in those cases in which the Vicar General's office ceases, then and in such event the person who was the Vicar General, continues to be a member ex-officio of this corporation with all the rights and powers included thereto, but his membership shall cease at once when the Office of Vicar General has been filled; 3.The Pastor of the Church of Saint Boniface, Cold Spring, Minnesota; and 4.Two (2) trustees who are members of the Church of Saint Boniface, Cold Spring, Minnesota, which have been elected by the membership of the corporation. There shall be only one class of members of the corporation and each member shall be entitled to one vote on all actions that come before the membership of the corporation.

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

The Board of Directors shall be elected by the members of the corporation.

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

Amendment of the Articles of Incorporation and to the bylaws shall be by the majority vote of all the members of the corporation. After a majority vote of the entire membership of the Board of Directors, the Board of Directors shall, prior to the annual meeting of the corporation's membership, provide to each of the corporation's members notice of each bylaw amendment adopted by the Board of Directors since the previous annual meeting.

Form 990, Part VI, Section B, line 11

The Form 990 is prepared by an independent public accounting firm and is reviewed by both the Administrator and the Director of Finance. After their review, the Form 990 is provided to the Board of Directors, who review and approve it prior to filing with the IRS.

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

The organization's conflict of interest policy applies to all officers and members of the Board of Directors. The Administrator annually reviews the Board Members' associations for conflicts of interest. The Board of Directors annually reviews the Administrator's associations for conflicts of interest. If a conflict arises, depending on the circumstances, the conflicted individual abstains from voting, steps down from the Board, or terminates the association with the other party.

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

The Board of Directors uses comparability Data annually to ensure that the compensation for the Administrator is fair. Determination of compensation of other officers or key employees of the organization is done using MN Aging comparison reports. The last review was performed in 2015.

Form 990, Part VI, Section C, line 19

The governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Assumption Home Inc
EIN
41-0873335
Phone
3206853693
Address
715 North 1st Street, Cold Spring, MN 56320

Signing Officer

Name
Lindsey Sand
Title
Administrator
Phone
3206853693
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lindsey Sand
Formed
1963
Legal Domicile
Mn
Voting Board Members
12
Independent Board Members
11
Employees
268
Volunteers
83

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Deb Nelson CPA
Phone
6122536500
Supplemental Narrative

Financial Statement Notes

Part IV, Line 2B:

The organization holds in trust security deposits advanced by the tenants of Assumption Court. The organization records these deposits, plus 1% simple interest, as a liability. The organization is also the trustee of various resident funds and has a fiduciary responsibility for the administration distribution of these funds for the residents. These funds are on deposit in a separate bank account.

Part X, Line 2:

The Organization is organized as a Minnesota non-profit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Internal Revenue Code Section 501(c)(3). The Organization is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the Organization is subject to income tax on any net income that is derived from business activities that are unrelated to its exempt purpose. The Organization believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.

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IRS990/Desc0Assumption Home, Inc. operates an 82-bed long-term health care facility in Cold Spring, MN which provides care to residents on a daily basis. Assumption Home is renowned for being a Christian health care facility that strives to provide long term and rehabilitative care for older adults. Assumption Home is a single story structure, conveniently located in the center of Cold Spring and is bordered by numerous picturesque scenes including a garden, park, and the middle school playground. Assumption Home offers the older adult and their families numerous services and aspects of medical care including several rounding onsite primary physicians, numerous consulting physicians including an audiologist and podiatrist, and a local pharmacy to provide medications. Assumption Home is also able to coordinate your loved one's care with other clinics and medical professions as needed.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt12416
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt133832
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt145138
IRS990/Form990PartVIISectionAGrp/PersonNm0Rev Matthew Luft
IRS990/Form990PartVIISectionAGrp/PersonNm1Larry Sell
IRS990/Form990PartVIISectionAGrp/PersonNm2Chad Middendorf
IRS990/Form990PartVIISectionAGrp/PersonNm3Sister Miriam Ardolf
IRS990/Form990PartVIISectionAGrp/PersonNm4Richard Krueger
IRS990/Form990PartVIISectionAGrp/PersonNm5Rod Pauser
IRS990/Form990PartVIISectionAGrp/PersonNm6Dorothy Pflipsen
IRS990/Form990PartVIISectionAGrp/PersonNm7Sister Judy Schaffer
IRS990/Form990PartVIISectionAGrp/PersonNm8Sharon Wenner
IRS990/Form990PartVIISectionAGrp/PersonNm9Mike Roth
IRS990/Form990PartVIISectionAGrp/PersonNm10Greg Flint
IRS990/Form990PartVIISectionAGrp/PersonNm11Angela Neisinger
IRS990/Form990PartVIISectionAGrp/PersonNm12Lindsey Sand
IRS990/Form990PartVIISectionAGrp/PersonNm13Jan Luthens
IRS990/Form990PartVIISectionAGrp/PersonNm14Brenda Weller
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/ReportableCompFromOrgAmt1253191
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1358097
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1481554
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/TitleTxt0Second VP/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt13Administrator (thru May 2015)
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director of Finance
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt075086
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt028178
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt028178
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt028178
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt075086
IRS990/GrossReceiptsAmt07864081
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt014472
IRS990/InformationTechnologyGrp/ProgramServicesAmt06525
IRS990/InformationTechnologyGrp/TotalAmt020997
IRS990/InsuranceGrp/ManagementAndGeneralAmt0326
IRS990/InsuranceGrp/ProgramServicesAmt091556
IRS990/InsuranceGrp/TotalAmt091882
IRS990/IntangibleAssetsGrp/BOYAmt0321441
IRS990/InterestGrp/ManagementAndGeneralAmt02910
IRS990/InterestGrp/ProgramServicesAmt0815478
IRS990/InterestGrp/TotalAmt0818388
IRS990/InvestmentIncomeGrp/ExclusionAmt047310
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt047310
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01024248
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03182832
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08603050
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012547747
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012002597
IRS990/LandBldgEquipCostOrOtherBssAmt020605647
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Our defining goal is to promote quality of life by serving older adults with respectful recognition of each person's privacy, dignity, and worth, and to provide a Christian environment for all, regardless of race, creed, or color.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt05585
IRS990/NetAssetsOrFundBalancesBOYAmt03774162
IRS990/NetAssetsOrFundBalancesEOYAmt03517366
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt075086
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt075086
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-156656
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02245
IRS990/OccupancyGrp/ProgramServicesAmt0382334
IRS990/OccupancyGrp/TotalAmt0384579
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013080
IRS990/OfficeExpensesGrp/ProgramServicesAmt0201516
IRS990/OfficeExpensesGrp/TotalAmt0214596
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01622631
IRS990/OtherAssetsTotalGrp/EOYAmt0456624
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt050451
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0250809
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0301260
IRS990/OtherExpensesGrp/Desc0Medical Supplies
IRS990/OtherExpensesGrp/Desc1Nursing Home Surcharge
IRS990/OtherExpensesGrp/Desc2Bad Debt Expenses
IRS990/OtherExpensesGrp/Desc3Licenses, Permits, and
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04155
IRS990/OtherExpensesGrp/ProgramServicesAmt0322480
IRS990/OtherExpensesGrp/ProgramServicesAmt1230830
IRS990/OtherExpensesGrp/ProgramServicesAmt223667
IRS990/OtherExpensesGrp/ProgramServicesAmt314082
IRS990/OtherExpensesGrp/TotalAmt0322480
IRS990/OtherExpensesGrp/TotalAmt1230830
IRS990/OtherExpensesGrp/TotalAmt227822
IRS990/OtherExpensesGrp/TotalAmt314082
IRS990/OtherLiabilitiesGrp/BOYAmt052214
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019144
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03299899
IRS990/OtherSalariesAndWagesGrp/TotalAmt03319043
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt055020
IRS990/PayrollTaxesGrp/ProgramServicesAmt0234109
IRS990/PayrollTaxesGrp/TotalAmt0289129
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01635
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt034467
IRS990/PensionPlanContributionsGrp/TotalAmt036102
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0180849
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027121
IRS990/PrincipalOfficerNm0Lindsey Sand
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Resident Services
IRS990/ProgramServiceRevenueGrp/Desc1Apartment
IRS990/ProgramServiceRevenueGrp/Desc2Management Fees
IRS990/ProgramServiceRevenueGrp/Desc3Other Service Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06112576
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1839529
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2381328
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3372253
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06112576
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1839529
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2381328
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3372253
IRS990/ProgSrvcAccomActy2Grp/Desc0The organization also operates Assumption Court, a 59-unit apartment complex providing congregate housing and has a Housing and Services license that enables its tenants to purchase additional personal care services.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01263164
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01440956
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0121704
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt080000
IRS990/PYInvestmentIncomeAmt053520
IRS990/PYOtherExpensesAmt03874141
IRS990/PYOtherRevenueAmt0375562
IRS990/PYProgramServiceRevenueAmt07436954
IRS990/PYRevenuesLessExpensesAmt0-223192
IRS990/PYSalariesCompEmpBnftPaidAmt04256791
IRS990/PYTotalExpensesAmt08210932
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07987740
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-100140
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06264730
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0678447
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0795872
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt094816
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt094816
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035999
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0121704
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt037941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt043823
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt077627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0317094
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt047310
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt032404
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt034444
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt038087
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt042677
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0194922
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07705686

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.2$20.3$10.8$9.80$7.13$2.67
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.0$14.9$8.09$13.6$12.9$0.74
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.3$15.1$7.15$13.1$11.3$1.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$15.1$5.77$11.1$9.76$1.38
2020Detailed filing. Detailed filing data is available for this year.$20.9$16.5$4.31$9.72$10.0$0.30
2019Detailed filing. Detailed filing data is available for this year.$20.4$15.9$4.47$9.30$9.08$0.22
2018Detailed filing. Detailed filing data is available for this year.$20.7$16.6$4.09$9.04$8.90$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$12.7$4.14$9.23$9.15$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$12.9$4.04$8.80$8.35$0.44
2015Detailed filing. Detailed filing data is available for this year.$17.0$13.5$3.52$7.86$7.96$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$13.8$3.77$7.99$8.21$0.22
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$18.0$14.0$4.00$7.87$8.87$0.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$14.5$4.96$8.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.2$15.2$5.04$7.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$15.0$5.44$7.37
Peer Organizations

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