Civic Intelligence

Sunrise Village

990 • Fiscal year 2016 • EIN 41-1670808

Oct 01, 2015 to Sep 30, 2016 • Filed on Jul 24, 2017

Organization ProfileWWW.BETHESDAWILLMAR.COM
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

0.69x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

2.15x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

83rd percentile

24%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

78th percentile

$210,085

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

58th percentile

3.7%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

5.2%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$5,668,592

Up $202,806 (+3.7%) from 2015

Net Assets

Up

$1,754,877

Up $447,381 (+34%) from 2015

Liabilities

Down

$3,913,715

Down $244,575 (-5.9%) from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin83rd percentile

Revenue

Up

$1,822,272

Up $90,155 (+5.2%) from 2015

Expenses

Up

$1,380,808

Up $97,199 (+7.6%) from 2015

Net Income

Down

$441,464

Down $7,044 (-1.6%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,662,315Liabilities 2010: $5,363,974Net Assets 2010: $1,298,3412010Assets 2011: $6,758,496Liabilities 2011: $5,168,313Net Assets 2011: $1,590,1832011Assets 2012: $6,732,752Liabilities 2012: $4,895,702Net Assets 2012: $1,837,0502012Assets 2013: $7,035,447Liabilities 2013: $4,670,235Net Assets 2013: $2,365,2122013Assets 2014: $5,313,470Liabilities 2014: $4,454,500Net Assets 2014: $858,9702014Assets 2015: $5,465,786Liabilities 2015: $4,158,290Net Assets 2015: $1,307,4962015Assets 2016: $5,668,592Liabilities 2016: $3,913,715Net Assets 2016: $1,754,8772016Assets 2017: $5,906,326Liabilities 2017: $3,541,513Net Assets 2017: $2,364,8132017Assets 2018: $6,208,331Liabilities 2018: $3,370,824Net Assets 2018: $2,837,5072018Assets 2019: $6,454,014Liabilities 2019: $3,120,240Net Assets 2019: $3,333,7742019Assets 2020: $4,315,582Liabilities 2020: $2,666,383Net Assets 2020: $1,649,1992020Assets 2021: $4,445,458Liabilities 2021: $2,243,007Net Assets 2021: $2,202,4512021Assets 2022: $4,984,139Liabilities 2022: $1,980,120Net Assets 2022: $3,004,0192022Assets 2023: $5,491,967Liabilities 2023: $1,562,125Net Assets 2023: $3,929,8422023Assets 2024: $5,813,909Liabilities 2024: $1,301,690Net Assets 2024: $4,512,2192024

Highlighted filing

2016

Assets$5,668,592
Liabilities$3,913,715
Net Assets$1,754,877
Open 2016 Filing

Operations Trend

Revenue Growth57th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,327,0582010Expenses 2011: $1,336,7622011Revenue 2012: $1,664,153Expenses 2012: $1,573,164Net Income 2012: $90,9892012Revenue 2013: $1,819,979Expenses 2013: $1,325,923Net Income 2013: $494,0562013Revenue 2014: $1,970,130Expenses 2014: $3,352,528Net Income 2014: -$1,382,3982014Revenue 2015: $1,732,117Expenses 2015: $1,283,609Net Income 2015: $448,5082015Revenue 2016: $1,822,272Expenses 2016: $1,380,808Net Income 2016: $441,4642016Revenue 2017: $1,988,383Expenses 2017: $1,379,187Net Income 2017: $609,1962017Revenue 2018: $1,889,073Expenses 2018: $1,421,799Net Income 2018: $467,2742018Revenue 2019: $2,011,347Expenses 2019: $1,513,366Net Income 2019: $497,9812019Revenue 2020: $1,939,304Expenses 2020: $3,633,217Net Income 2020: -$1,693,9132020Revenue 2021: $2,125,847Expenses 2021: $1,593,820Net Income 2021: $532,0272021Revenue 2022: $2,700,133Expenses 2022: $1,870,292Net Income 2022: $829,8412022Revenue 2023: $3,027,259Expenses 2023: $2,118,401Net Income 2023: $908,8582023Revenue 2024: $2,873,478Expenses 2024: $2,324,447Net Income 2024: $549,0312024

Highlighted filing

2016

Revenue$1,822,272
Expenses$1,380,808
Net Income$441,464
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jul 24, 2017
Return Version
2015v3.0
Gross Receipts
$1,822,272
Mission and Program Overview

Mission

We seek daily to earn your trust through excellent service by creating quality health, housing, and home based choices primarily for older adults.

Congregate housing and assisted living facilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,212,776$3,112,548▼ $100,228
Cash and Non-Interest-Bearing Accounts$1,174,125$1,516,419▲ $342,294
Investments in Publicly Traded Securities$340,701$349,744▲ $9,043
Intangible Assets$117,365$107,937▼ $9,428
Total Assets$5,465,786$5,668,592▲ $202,806
Other Assets Total$620,819$581,944▼ $38,875
Liabilities
Tax Exempt Bond Liabilities$4,013,987$3,742,056▼ $271,931
Escrow Account Liability$66,275$64,967▼ $1,308
Other Liabilities$54,509$55,751▲ $1,242
Accounts Payable and Accrued Expenses$23,519$50,941▲ $27,422
Total Liabilities$4,158,290$3,913,715▼ $244,575
Net Assets / Fund Balance
Unrestricted Net Assets$1,307,496$1,754,877▲ $447,381
Total Net Assets Fund Balance$1,307,496$1,754,877▲ $447,381
Total Liabilities and Net Assets / Fund Balance$5,465,786$5,668,592▲ $202,806

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,056,038$4,615,714$7,671,752
Equipment$45,514$160,569$206,083
Land$10,996-$10,996
Other Assets Org$64,967--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Brandon PietschAdministrator - Through Dec 2015PT$104,775$104,775
Ashley BormannAdministratorPT$71,200$71,200
Tamala GjerdeAccountantPT$53,737$53,737

Board Members and Trustees

NameTitle
Carla LagerstedtChair
Richard LarsonVice Chair
Carole VennerstromBoard Member
Chuck OttBoard Member
Dena EichelbergerBoard Member
Larry KnutsonBoard Member
Nancy OlsonBoard Member
Nathan StreedBoard Member
Pastor Mary HovlandBoard Member
Ray PoageBoard Member
Steve RenquistBoard Member
Vivian OlsenBoard Member (thru June 2016)
Michelle HaefnerCEO
Karol MarkfelderSecretary (thru June 2016)
Marlin HenjumTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,768,064
Investment Income
$4,312
Other Revenue
$49,896
Change in Net Assets
$441,464
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$936,099
Salaries, Compensation, and Employee Benefits$444,709
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$312,127$62,238-$374,365
Occupancy$207,866$8,788-$216,654
Depreciation Depletion$204,679$8,654-$213,333
Interest$128,421$5,430-$133,851
Office Expenses$49,494$11,065-$60,559
Other Employee Benefits$33,412$6,663-$40,075
Fees for Services Accounting-$38,153-$38,153
Payroll Taxes$20,061$4,000-$24,061
Fees for Services Other$13,314$563-$13,877
Other Expenses$11,933$6,658-$6,658
Pension Plan Contributions$5,176$1,032-$6,208
All Other Expenses-$1,804-$1,804
Advertising$1,209$51-$1,260
Fees for Service Investment Mgmnt Fees-$1,186-$1,186
Conferences and Meetings-$838-$838
Total Functional Expenses$1,221,604$159,204$0$1,380,808
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
Accounts Payable - Related Party$55,751

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Willmar Minnesota2004-09-29$6,315,000Used to refund and advance refund a prior issuance.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$6,315,000$6,186,750$2,572,944$126,300

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
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
No
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. Each congregation shall be entitled to three voting delegates. Congregations with more than 500 confirmed members will be entitled to four voting delegates. Each voting 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 board members.”

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

“Amendments to the articles of incorporation and bylaws must be approved by the members. Any proposed changes to governing documents that relate to affiliation with the evangelical lutheran church in america (elca) and/or recognition by the lutheran church, missouri synod, will be submitted to the elca and/or lutheran church, missour synod, board for human care ministries for review prior to approval by the members.”

Form 990, Part VI, Section B, Line 11

“The ceo and director of accounting 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 organization's 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 C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Sunrise Village
EIN
41-1670808
Phone
3202359532
Address
901 SE WILLMAR AVENUE, WILLMAR, MN 56201

Signing Officer

Name
Michelle Haefner
Title
CEO
Phone
3202359532
Signed
2017-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Haefner
Formed
1992
Legal Domicile
Mn
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
13

Preparer

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

Financial Statement Notes

PART IV, LINE 2B:

“Tenant security deposits represent amounts which will be refunded to tenants, subject to terms of their lease agreements. Tenant security deposits are placed in a segregated savings account.”

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/Form990PartVIISectionAGrp/PersonNm16TAMALA GJERDE
IRS990/Form990PartVIISectionAGrp/PersonNm17BRANDON PIETSCH
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/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
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/ReportableCompFromRltdOrgAmt14198986
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1568935
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1646937
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17101744
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY (THRU JUNE 2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER (THRU JUNE 2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16ACCOUNTANT
IRS990/Form990PartVIISectionAGrp/TitleTxt17ADMINISTRATOR - THROUGH DEC 2015
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01822272
IRS990/GrossRentsGrp/RealAmt04500
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/BOYAmt0117365
IRS990/IntangibleAssetsGrp/EOYAmt0107937
IRS990/InterestGrp/ManagementAndGeneralAmt05430
IRS990/InterestGrp/ProgramServicesAmt0128421
IRS990/InterestGrp/TotalAmt0133851
IRS990/InvestmentIncomeGrp/ExclusionAmt04312
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04312
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0340701
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0349744
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04776283
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03212776
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03112548
IRS990/LandBldgEquipCostOrOtherBssAmt07888831
IRS990/LegalDomicileStateCd0MN
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/NetAssetsOrFundBalancesBOYAmt01307496
IRS990/NetAssetsOrFundBalancesEOYAmt01754877
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt04500
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt04500
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05917
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt08788
IRS990/OccupancyGrp/ProgramServicesAmt0207866
IRS990/OccupancyGrp/TotalAmt0216654
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011065
IRS990/OfficeExpensesGrp/ProgramServicesAmt049494
IRS990/OfficeExpensesGrp/TotalAmt060559
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0620819
IRS990/OtherAssetsTotalGrp/EOYAmt0581944
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06663
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt033412
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040075
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02081
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16658
IRS990/OtherExpensesGrp/ProgramServicesAmt0184685
IRS990/OtherExpensesGrp/ProgramServicesAmt149227
IRS990/OtherExpensesGrp/ProgramServicesAmt211933
IRS990/OtherExpensesGrp/TotalAmt0184685
IRS990/OtherExpensesGrp/TotalAmt151308
IRS990/OtherExpensesGrp/TotalAmt211933
IRS990/OtherExpensesGrp/TotalAmt36658
IRS990/OtherLiabilitiesGrp/BOYAmt054509
IRS990/OtherLiabilitiesGrp/EOYAmt055751
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc2GUEST MEALS
IRS990/OtherRevenueMiscGrp/ExclusionAmt024033
IRS990/OtherRevenueMiscGrp/ExclusionAmt119890
IRS990/OtherRevenueMiscGrp/ExclusionAmt21473
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024033
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt119890
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21473
IRS990/OtherRevenueTotalAmt045396
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt062238
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0312127
IRS990/OtherSalariesAndWagesGrp/TotalAmt0374365
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04000
IRS990/PayrollTaxesGrp/ProgramServicesAmt020061
IRS990/PayrollTaxesGrp/TotalAmt024061
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01032
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05176
IRS990/PensionPlanContributionsGrp/TotalAmt06208
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHELLE HAEFNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0TENANT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01768064
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01768064
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0192
IRS990/PYOtherExpensesAmt0904555
IRS990/PYOtherRevenueAmt039674
IRS990/PYProgramServiceRevenueAmt01692251
IRS990/PYRevenuesLessExpensesAmt0448508
IRS990/PYSalariesCompEmpBnftPaidAmt0379054
IRS990/PYTotalExpensesAmt01283609
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01732117
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0441464
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt04500
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01768064
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME MANAGEMENT FEES GUEST MEALS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08812
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05502
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt052326
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt049048
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt054969
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0170657
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01768064
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01692251
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01672516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01653186
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01581228
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08367245
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08812
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05502
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt052326
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt049048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt054969
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0170657
IRS990ScheduleA/InvestmentIncomeCYPct00.01960
IRS990ScheduleA/InvestmentIncomePYPct00.02280
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt045396

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,668,592
Liabilities
$3,913,715
Net assets
$1,754,877
Revenue
$1,822,272
Expenses
$1,380,808
Net income
$441,464
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.81$1.30$4.51$2.87$2.32$0.55
2023Detailed filing. Detailed filing data is available for this year.$5.49$1.56$3.93$3.03$2.12$0.91
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.98$1.98$3.00$2.70$1.87$0.83
2021Detailed filing. Detailed filing data is available for this year.$4.45$2.24$2.20$2.13$1.59$0.53
2020Detailed filing. Detailed filing data is available for this year.$4.32$2.67$1.65$1.94$3.63$1.69
2019Detailed filing. Detailed filing data is available for this year.$6.45$3.12$3.33$2.01$1.51$0.50
2018Detailed filing. Detailed filing data is available for this year.$6.21$3.37$2.84$1.89$1.42$0.47
2017Detailed filing. Detailed filing data is available for this year.$5.91$3.54$2.36$1.99$1.38$0.61
2016Detailed filing. Detailed filing data is available for this year.$5.67$3.91$1.75$1.82$1.38$0.44
2015Detailed filing. Detailed filing data is available for this year.$5.47$4.16$1.31$1.73$1.28$0.45
2014Detailed filing. Detailed filing data is available for this year.$5.31$4.45$0.86$1.97$3.35$1.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.04$4.67$2.37$1.82$1.33$0.49
2012Summary only. Only limited summary data is available for this year.$6.73$4.90$1.84$1.66$1.57$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.76$5.17$1.59$1.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.66$5.36$1.30$1.33