Civic Intelligence

Samaritan Bethany Inc.

990 • Fiscal year 2019 • EIN 41-1373420

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 10, 2020

Organization ProfileWWW.SAMARITANBETHANY.COM

View Organization Page

PO Box 5947Rochester, MN 55903-5947

(507) 289-5042

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.98x

Higher debt load relative to assets than 92% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

84th percentile

1.73x

Higher debt load relative to revenue than 84% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

44th percentile

1.7%

Higher net margin than 44% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$147,476

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

26th percentile

-1.2%

Faster asset growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

4.3%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$36,456,289

Down $442,216 (-1.2%) from 2018

Net Assets

Down

$727,978

Down $15,929 (-2.1%) from 2018

Liabilities

Down

$35,728,311

Down $426,287 (-1.2%) from 2018

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin44th percentile

Revenue

Up

$20,709,827

Up $849,029 (+4.3%) from 2018

Expenses

Up

$20,367,486

Up $838,949 (+4.3%) from 2018

Net Income

Up

$342,341

Up $10,080 (+3.0%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$60M$40M$20M$0-$20MAssets 2010: $44,947,379Liabilities 2010: $38,831,333Net Assets 2010: $6,116,0462010Assets 2011: $43,029,806Liabilities 2011: $37,239,081Net Assets 2011: $5,790,7252011Assets 2012: $41,819,845Liabilities 2012: $36,672,826Net Assets 2012: $5,147,0192012Assets 2013: $40,563,783Liabilities 2013: $33,949,203Net Assets 2013: $6,614,5802013Assets 2014: $40,640,969Liabilities 2014: $33,901,894Net Assets 2014: $6,739,0752014Assets 2015: $40,641,403Liabilities 2015: $34,434,309Net Assets 2015: $6,207,0942015Assets 2016: $39,422,733Liabilities 2016: $33,918,081Net Assets 2016: $5,504,6522016Assets 2017: $36,941,896Liabilities 2017: $36,517,852Net Assets 2017: $424,0442017Assets 2018: $36,898,505Liabilities 2018: $36,154,598Net Assets 2018: $743,9072018Assets 2019: $36,456,289Liabilities 2019: $35,728,311Net Assets 2019: $727,9782019Assets 2020: $38,215,066Liabilities 2020: $38,232,556Net Assets 2020: -$17,4902020Assets 2021: $35,223,208Liabilities 2021: $34,514,300Net Assets 2021: $708,9082021Assets 2022: $32,215,412Liabilities 2022: $34,112,813Net Assets 2022: -$1,897,4012022Assets 2023: $34,020,892Liabilities 2023: $33,177,668Net Assets 2023: $843,2242023Assets 2024: $33,517,057Liabilities 2024: $32,435,372Net Assets 2024: $1,081,6852024

Highlighted filing

2019

Assets$36,456,289
Liabilities$35,728,311
Net Assets$727,978
Open 2019 Filing

Operations Trend

Revenue Growth51st percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $15,012,4842010Expenses 2011: $16,393,7802011Expenses 2012: $18,475,7902012Expenses 2013: $18,425,8782013Revenue 2014: $19,006,998Expenses 2014: $18,885,005Net Income 2014: $121,9932014Revenue 2015: $17,909,929Expenses 2015: $18,282,728Net Income 2015: -$372,7992015Revenue 2016: $17,940,279Expenses 2016: $18,651,510Net Income 2016: -$711,2312016Revenue 2017: $18,402,272Expenses 2017: $23,583,998Net Income 2017: -$5,181,7262017Revenue 2018: $19,860,798Expenses 2018: $19,528,537Net Income 2018: $332,2612018Revenue 2019: $20,709,827Expenses 2019: $20,367,486Net Income 2019: $342,3412019Revenue 2020: $19,862,737Expenses 2020: $20,618,293Net Income 2020: -$755,5562020Revenue 2021: $19,680,043Expenses 2021: $18,998,682Net Income 2021: $681,3612021Revenue 2022: $15,598,206Expenses 2022: $17,891,864Net Income 2022: -$2,293,6582022Revenue 2023: $19,534,394Expenses 2023: $16,946,095Net Income 2023: $2,588,2992023Revenue 2024: $18,329,779Expenses 2024: $18,276,913Net Income 2024: $52,8662024

Highlighted filing

2019

Revenue$20,709,827
Expenses$20,367,486
Net Income$342,341
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 10, 2020
Return Version
2018v3.2
Gross Receipts
$20,709,827
Mission and Program Overview

Mission

To provide housing, nursing care and related services to residents of a nursing home and an apartment complex complete with assisted living and memory care for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$27,320,176$27,009,324▼ $310,852
Cash and Non-Interest-Bearing Accounts$2,336,129$2,230,306▼ $105,823
Accounts Receivable$1,808,835$1,960,238▲ $151,403
Investments in Publicly Traded Securities$1,694,659$1,688,083▼ $6,576
Savings and Temporary Cash Investments$266,187$296,908▲ $30,721
Prepaid Expenses and Deferred Charges$456,939$203,849▼ $253,090
Inventories for Sale or Use$27,570$16,059▼ $11,511
Total Assets$36,898,505$36,456,289▼ $442,216
Other Assets Total$2,988,010$3,051,522▲ $63,512
Liabilities
Tax Exempt Bond Liabilities$33,684,085$33,195,885▼ $488,200
Accounts Payable and Accrued Expenses$1,442,109$1,388,457▼ $53,652
Mortgage Notes Payable Secured by Investment Property$846,929$967,349▲ $120,420
Other Liabilities$181,475$176,620▼ $4,855
Total Liabilities$36,154,598$35,728,311▼ $426,287
Net Assets / Fund Balance
Unrestricted Net Assets$743,907$727,978▼ $15,929
Total Net Assets Fund Balance$743,907$727,978▼ $15,929
Total Liabilities and Net Assets / Fund Balance$36,898,505$36,456,289▼ $442,216

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$24,667,468$10,774,470$35,441,938
Equipment$353,236$3,905,668$4,258,904
Other Land Buildings$1,479,448$644,372$2,123,820
Land$509,172-$509,172
Other Assets Org$275,000--
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan KnutsonCEOFT$119,817$27,659$147,476
Kyla BergAdministratorFT$88,885$16,606$105,491
Brandon MillerCFOFT$85,518$5,804$91,322
Sheila Nieland-snyderHousing ManagerFT$64,772-$64,772

Board Members and Trustees

NameTitle
Steve KloempkenPresident
Scott DavisVice President
Bill MeinhardtDirector
Bonnie LenzDirector
Dr Jerry SwansonDirector
Dustin JonesDirector
Gary ZanderDirector
Laurie DeyoungDirector
Lou HermansenDirector
Peter OetlikerDirector
Rae DunnDirector
Steve ThalackerDirector
Jeanne ThoresonDirector - Part Year
Joan RoseSecretary
Terry BirdTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Rehab CareTherapy7733 FORSYTH BLVD, St Louis, MO 63105$1,427,516
The Retrofit Companies INCConstruction1010 HOFFMAN DRIVE, Owatonna, MN 55060$377,497
AnnleoContracted Temporary Labor2501 BOJJ BEND DRIVE SUITE 200, Milford, IA 51351$225,566
Textile Care ServicesContracted Laundry225 WOOD LAKE DR SE, Rochester, MN 55904$124,183
Revenue and Support

Revenue Composition

Contributions and Grants
$95,793
Program Service Revenue
$20,281,655
Investment Income
$136,476
Other Revenue
$195,903
Change in Net Assets
$342,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,596,504
Other Expenses$8,770,982
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,240,093$73,649-$9,313,742
Interest$1,568,276--$1,568,276
Depreciation Depletion$1,204,996--$1,204,996
Other Employee Benefits$725,904$249,628-$975,532
Fees for Services Management-$939,589-$939,589
Payroll Taxes$525,043$180,555-$705,598
All Other Expenses$537,466$160,560-$698,026
Fees for Services Other$557,826$109,186-$667,012
Occupancy$571,580$41,443-$613,023
Current Officers, Directors, Trustees, and Key Employees$43,378$364,343-$407,721
Other Expenses$278,023--$278,023
Pension Plan Contributions$144,291$49,620-$193,911
Insurance-$113,942-$113,942
Office Expenses$14,295$64,384-$78,679
Conferences and Meetings$62,355$10,420-$72,775
Fees for Services Accounting-$40,574-$40,574
Advertising-$10,867-$10,867
Fees for Services Legal-$8,897-$8,897
Travel$656$6,703-$7,359
Total Functional Expenses$17,943,126$2,424,360$0$20,367,486
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
Security Deposits$127,975
Fin 47 Retirement Obligation$38,462
RESIDENT'S CASH$10,183

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Rochester Mn2017-08-28$31,267,156Refinance 2009 bond issue
BCity of Rochester Mn2001-08-28$3,455,445Refinance 2009 bond issue

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$31,267,156-$1,035$625,343
B$3,455,445--$94,501

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
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Finance committee reviews form 990 and presents to the board of directors prior to submission to the internal revenue service.”

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

“The ceo is aware of the directors, officers and key employees interests and continuously monitors them. Should something come up and a vote is required, that person is asked to state their position and is asked to abstain from voting and/or excused from the room for the vote.”

Form 990, Part VI, Section B, Line 15

“The process used to set the administrator's, ceo's and cfo's annual salary is based on a combination of comparison to comparable organizations through use of our trade organizations annual compensation survey and attainment in the current year of predefined performance objectives set for the administrator, ceo, and cfo personally and the organization. Also, the state of minnesota has in most years determined an amount of pay increase, if any, that can be given to employees and we have also considered this amount in determining top management compensation. This process is normally done prior to the fiscal year start of october 1st each year. This process is documented in the board minutes.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Samaritan Bethany Inc
EIN
41-1373420
Phone
5072895042
Address
PO BOX 5947, ROCHESTER, MN 55903-5947

Signing Officer

Name
Susan Knutson
Title
CEO/mission Leader
Phone
5072895042
Signed
2020-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Knutson
Formed
1971
Legal Domicile
Mn
Voting Board Members
14
Independent Board Members
14
Employees
512
Volunteers
275

Preparer

Firm
Cliftonlarsonallen Llp
Address
121 WEST BRIDGE STREET, OWATONNA, MN 55060
Preparer
Matt Goldade
Phone
5074467100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Due from foundation adjustment -351,698. Rounding 3.”

Form 990, Part XII, Line 2C

“The organizations board of directors assumes responsibility for oversight of the audit of its consolidated financial statements and selection of its independent accountant.”

Financial Statement Notes

PART III, LINE 4:

“Samaritan bethany's mission is to create a caring environment that enhances the quality of life of those we serve. Research clearly shows that art produces a positive emotional benefit and increases sense of well-being when displayed in a healthcare environment. Sbi wants to stimulate the mind and inspire people to use their imagination by displaying a diversity of art forms from local artisans. Most residents are not able to experience art on a regular basis due to multiple physical and socio-economic issues. Sbi is exposing all who enter our public areas to professional quality art. Individuals experience the art as they go through the various buildings in our facility. No one needs to make a special trip to an art gallery or museum. There are no barriers regarding age, ethnicity, gender or physical limitations for viewers or artists. The artwork displayed stimulates interest in this region's artists and promotes a healthy living environment for everyone. Through a survey of our residents, we have learned that the artwork has created an environment that is pleasing and stimuilating to the residents. The art brings back meaningful and positive memories for them and in many cases lead to stories about the subject matter and their experiences with the subject matter.”

PART X, LINE 2:

“Both samaritan bethany, inc. And samaritan bethany foundation have been granted exempt status relative to federal and minnesota corporate income taxes under section 501(c)(3) of the internal revenue code and applicable state codes. Both organizations follow the income tax standard for uncertain tax positions. No liability has been recognized by either as a result of this standard. Both corporations file as tax-exempt organizations. Should that status be challenged in the future, all years since inception could be subject to review by the irs.”

Raw XML AppendixShowing 400 of 762 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01442109
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01388457
IRS990/AccountsReceivableGrp/BOYAmt01808835
IRS990/AccountsReceivableGrp/EOYAmt01960238
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HOUSING, NURSING CARE AND RELATED SERVICES TO RESIDENTS OF A NURSING HOME AND AN APARTMENT COMPLEX COMPLETE WITH ASSISTED LIVING AND MEMORY CARE FOR THE ELDERLY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt010867
IRS990/AdvertisingGrp/TotalAmt010867
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0160560
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0537466
IRS990/AllOtherExpensesGrp/TotalAmt0698026
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRANDON MILLER
IRS990/BooksInCareOfDetail/PhoneNum05072895042
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 7TH STREET NW
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055901
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02336129
IRS990/CashNonInterestBearingGrp/EOYAmt02230306
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0364343
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt043378
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0407721
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt010420
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt062355
IRS990/ConferencesMeetingsGrp/TotalAmt072775
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt01427516
IRS990/ContractorCompensationGrp/CompensationAmt1377497
IRS990/ContractorCompensationGrp/CompensationAmt2225566
IRS990/ContractorCompensationGrp/CompensationAmt3124183
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt07733 FORSYTH BLVD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11010 HOFFMAN DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt22501 BOJJ BEND DRIVE SUITE 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3225 WOOD LAKE DR SE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ST LOUIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1OWATONNA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2MILFORD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3ROCHESTER
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2IA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd063105
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd155060
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd251351
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd355904
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0REHAB CARE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1THE RETROFIT COMPANIES INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2ANNLEO
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3TEXTILE CARE SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc0THERAPY
IRS990/ContractorCompensationGrp/ServicesDesc1CONSTRUCTION
IRS990/ContractorCompensationGrp/ServicesDesc2CONTRACTED TEMPORARY LABOR
IRS990/ContractorCompensationGrp/ServicesDesc3CONTRACTED LAUNDRY
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt095793
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0136476
IRS990/CYOtherExpensesAmt08770982
IRS990/CYOtherRevenueAmt0195903
IRS990/CYProgramServiceRevenueAmt020281655
IRS990/CYRevenuesLessExpensesAmt0342341
IRS990/CYSalariesCompEmpBnftPaidAmt011596504
IRS990/CYTotalExpensesAmt020367486
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt020709827
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01204996
IRS990/DepreciationDepletionGrp/TotalAmt01204996
IRS990/Desc0PROVIDING HOUSING, NURSING CARE AND RELATED SERVICES TO RESIDENTS OF A NURSING HOME AND AN APARTMENT COMPLEX COMPLETE WITH ASSISTED LIVING AND MEMORY CARE FOR THE ELDERLY IN THE ROCHESTER, MINNESOTA AREA. THE NURSING HOME HAS A TOTAL OF 182 BEDS. THE APARTMENT COMPLEX HAS 51 INDEPENDENT HOUSING UNITS, 16 ASSISTED LIVING UNITS AND 16 MEMORY CARE UNITS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0512
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd01
IRS990/ExpenseAmt017943126
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt040574
IRS990/FeesForServicesAccountingGrp/TotalAmt040574
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt08897
IRS990/FeesForServicesLegalGrp/TotalAmt08897
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0939589
IRS990/FeesForServicesManagementGrp/TotalAmt0939589
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0109186
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0557826
IRS990/FeesForServicesOtherGrp/TotalAmt0667012
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1527659
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1616606
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt175804
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVE KLOEMPKEN
IRS990/Form990PartVIISectionAGrp/PersonNm1SCOTT DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm2TERRY BIRD
IRS990/Form990PartVIISectionAGrp/PersonNm3JOAN ROSE
IRS990/Form990PartVIISectionAGrp/PersonNm4LAURIE DEYOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm5RAE DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm6LOU HERMANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm7DUSTIN JONES
IRS990/Form990PartVIISectionAGrp/PersonNm8BONNIE LENZ
IRS990/Form990PartVIISectionAGrp/PersonNm9BILL MEINHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm10PETER OETLIKER
IRS990/Form990PartVIISectionAGrp/PersonNm11DR JERRY SWANSON
IRS990/Form990PartVIISectionAGrp/PersonNm12STEVE THALACKER
IRS990/Form990PartVIISectionAGrp/PersonNm13JEANNE THORESON
IRS990/Form990PartVIISectionAGrp/PersonNm14GARY ZANDER
IRS990/Form990PartVIISectionAGrp/PersonNm15SUSAN KNUTSON
IRS990/Form990PartVIISectionAGrp/PersonNm16KYLA BERG
IRS990/Form990PartVIISectionAGrp/PersonNm17BRANDON MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm18SHEILA NIELAND-SNYDER
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/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15119817
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1688885
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1785518
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1864772
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18HOUSING MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0250
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0250
IRS990/GrossReceiptsAmt020709827
IRS990/GrossRentsGrp/RealAmt0121266
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0113942
IRS990/InsuranceGrp/TotalAmt0113942
IRS990/InterestGrp/ProgramServicesAmt01568276
IRS990/InterestGrp/TotalAmt01568276
IRS990/InventoriesForSaleOrUseGrp/BOYAmt027570
IRS990/InventoriesForSaleOrUseGrp/EOYAmt016059
IRS990/InvestmentIncomeGrp/ExclusionAmt0136226
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0136226
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01694659
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01688083
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015324510
IRS990/LandBldgEquipBasisNetGrp/BOYAmt027320176
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027009324
IRS990/LandBldgEquipCostOrOtherBssAmt042333834
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HOUSING, NURSING CARE AND RELATED SERVICES TO RESIDENTS OF A NURSING HOME AND AN APARTMENT COMPLEX COMPLETE WITH ASSISTED LIVING AND MEMORY CARE FOR THE ELDERLY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0846929
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0967349
IRS990/NetAssetsOrFundBalancesBOYAmt0743907
IRS990/NetAssetsOrFundBalancesEOYAmt0727978
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0250
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0250
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0117232
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0121266
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt04034
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-6575
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt041443
IRS990/OccupancyGrp/ProgramServicesAmt0571580
IRS990/OccupancyGrp/TotalAmt0613023
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt064384
IRS990/OfficeExpensesGrp/ProgramServicesAmt014295
IRS990/OfficeExpensesGrp/TotalAmt078679
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02988010
IRS990/OtherAssetsTotalGrp/EOYAmt03051522
IRS990/OtherChangesInNetAssetsAmt0-351695
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0249628
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0725904
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0975532
IRS990/OtherExpensesGrp/Desc0THERAPY EXPENSE
IRS990/OtherExpensesGrp/Desc1FOOD COSTS
IRS990/OtherExpensesGrp/Desc2MEDICAL CARE SURCHARGE
IRS990/OtherExpensesGrp/Desc3MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt01448023
IRS990/OtherExpensesGrp/ProgramServicesAmt1584596
IRS990/OtherExpensesGrp/ProgramServicesAmt2436325
IRS990/OtherExpensesGrp/ProgramServicesAmt3278023
IRS990/OtherExpensesGrp/TotalAmt01448023
IRS990/OtherExpensesGrp/TotalAmt1584596
IRS990/OtherExpensesGrp/TotalAmt2436325
IRS990/OtherExpensesGrp/TotalAmt3278023
IRS990/OtherLiabilitiesGrp/BOYAmt0181475
IRS990/OtherLiabilitiesGrp/EOYAmt0176620
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0MEAL INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/Desc2FINANCE CHARGES
IRS990/OtherRevenueMiscGrp/ExclusionAmt066225
IRS990/OtherRevenueMiscGrp/ExclusionAmt18388
IRS990/OtherRevenueMiscGrp/ExclusionAmt224
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt066225
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt18388
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt224
IRS990/OtherRevenueTotalAmt074637
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt073649
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09240093
IRS990/OtherSalariesAndWagesGrp/TotalAmt09313742
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0180555
IRS990/PayrollTaxesGrp/ProgramServicesAmt0525043
IRS990/PayrollTaxesGrp/TotalAmt0705598
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt049620
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0144291
IRS990/PensionPlanContributionsGrp/TotalAmt0193911
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0456939
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0203849
IRS990/PrincipalOfficerNm0SUSAN KNUTSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1TELEVISION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2A.T. RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc3THERAPY RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt020206954
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt151471
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt213430
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt39800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt020206954
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt151471
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt213430
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt39800
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt057312

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,456,289
Liabilities
$35,728,311
Net assets
$727,978
Revenue
$20,709,827
Expenses
$20,367,486
Net income
$342,341
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$33.5$32.4$1.08$18.3$18.3$0.05
2023Summary only. Only limited summary data is available for this year.$34.0$33.2$0.84$19.5$16.9$2.59
2022Summary only. Only limited summary data is available for this year.$32.2$34.1$1.90$15.6$17.9$2.29
2021Summary only. Only limited summary data is available for this year.$35.2$34.5$0.71$19.7$19.0$0.68
2020Summary only. Only limited summary data is available for this year.$38.2$38.2$0.02$19.9$20.6$0.76
2019Detailed filing. Detailed filing data is available for this year.$36.5$35.7$0.73$20.7$20.4$0.34
2018Summary only. Only limited summary data is available for this year.$36.9$36.2$0.74$19.9$19.5$0.33
2017Summary only. Only limited summary data is available for this year.$36.9$36.5$0.42$18.4$23.6$5.18
2016Summary only. Only limited summary data is available for this year.$39.4$33.9$5.50$17.9$18.7$0.71
2015Summary only. Only limited summary data is available for this year.$40.6$34.4$6.21$17.9$18.3$0.37
2014Summary only. Only limited summary data is available for this year.$40.6$33.9$6.74$19.0$18.9$0.12
2013Summary only. Only limited summary data is available for this year.$40.6$33.9$6.61$18.4
2012Summary only. Only limited summary data is available for this year.$41.8$36.7$5.15$18.5
2011Summary only. Only limited summary data is available for this year.$43.0$37.2$5.79$16.4
2010Summary only. Only limited summary data is available for this year.$44.9$38.8$6.12$15.0