Civic Intelligence

Owatonna Healthy Seniors Program

990EZ • Fiscal year 2017 • EIN 41-1885511

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 19, 2018

2250-26th St NWOwatonna, MN 55060

(507) 977-2566

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

27th percentile

-6.9%

Higher net margin than 27% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$55,554

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 37.2% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-21%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Flat

$0

Flat from 2017

Net Assets

-$10,365

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$149,141

Flat from 2017

Expenses

Flat

$159,506

Flat from 2017

Net Income

Flat

-$10,365

Flat from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2010: $3,753Liabilities 2010: $3,851Net Assets 2010: -$982010Assets 2011: $32,284Liabilities 2011: $3,642Net Assets 2011: $28,6422011Assets 2012: $64,091Liabilities 2012: $5,9172012Assets 2013: $46,942Liabilities 2013: $2,296Net Assets 2013: $44,6462013Assets 2014: $74,146Liabilities 2014: $2,547Net Assets 2014: $71,5992014Assets 2015: $58,091Liabilities 2015: $02015Assets 2016: $0Net Assets 2016: $23,2312016Assets 2017: $0Net Assets 2017: -$10,3652017Assets 2017: $0Liabilities 2017: $02017Assets 2018: $1Liabilities 2018: $9,8822018Assets 2019: $0Net Assets 2019: $20,5382019Assets 2020: $32,290Net Assets 2020: $32,2902020Assets 2021: $131,889Liabilities 2021: $12,436Net Assets 2021: $119,4532021Assets 2022: $64,242Liabilities 2022: $8,073Net Assets 2022: $56,1692022Assets 2023: $58,528Liabilities 2023: $4,877Net Assets 2023: $53,6512023

Highlighted filing

2017

Assets$0
Liabilities-
Net Assets-$10,365

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $144,247Expenses 2010: $144,464Net Income 2010: -$2172010Revenue 2011: $159,090Expenses 2011: $130,350Net Income 2011: $28,7402011Revenue 2012: $153,919Expenses 2012: $124,387Net Income 2012: $29,5322012Revenue 2013: $117,229Expenses 2013: $130,757Net Income 2013: -$13,5282013Revenue 2014: $168,154Expenses 2014: $141,201Net Income 2014: $26,9532014Revenue 2015: $130,593Expenses 2015: $146,648Net Income 2015: -$16,0552015Revenue 2016: $189,792Expenses 2016: $166,561Net Income 2016: $23,2312016Revenue 2017: $149,141Expenses 2017: $159,506Net Income 2017: -$10,3652017Revenue 2017: $149,141Expenses 2017: $159,506Net Income 2017: -$10,3652017Revenue 2018: $146,346Expenses 2018: $156,228Net Income 2018: -$9,8822018Revenue 2019: $161,851Expenses 2019: $141,313Net Income 2019: $20,5382019Revenue 2020: $149,887Expenses 2020: $117,597Net Income 2020: $32,2902020Revenue 2021: $144,286Expenses 2021: $118,675Net Income 2021: $25,6112021Revenue 2022: $103,035Expenses 2022: $166,319Net Income 2022: -$63,2842022Revenue 2023: $200,532Expenses 2023: $202,982Net Income 2023: -$2,4502023

Highlighted filing

2017

Revenue$149,141
Expenses$159,506
Net Income-$10,365
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 19, 2018
Return Version
2017v2.2
Gross Receipts
$149,141
Mission and Program Overview

Mission

Help srs live healthy-safe-independently

Assisting seniors in maintaining independent living in their own homes as long as possible with quality of life including direct supplies advocacy, coordinating supporting services

Program Services

DescriptionGrantsExpenses
ASSISTING SENIORS IN MAINTAINING INDEPENDENT LIVING IN THEIR OWN HOMES AS LONG AS POSSIBLE WITH QUALIATY OF LIFE INCLUDING DIRECT SUPPLIES, ADVOCACY, COORDINATING SUPPORTING-$149,141
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDNA RINGHOEFERKey EmployeeFT$55,554-$55,554
BECKY HOFFMANDirector-$0--
TOM BOECKERDirector-$0--
JACKIE EVANSTreasurer-$0--
MARK BIEBIGHAUSERDirector-$0--
ERIC THRONSONChairmanPT$0--
HEATHER GOODWINVice Chair-$0--
CAREN SWEARINGENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Owatonna Healthy Seniors Program
EIN
41-1885511
Phone
5079772566
Address
2250-26TH ST NW, Owatonna, MN 55060

Signing Officer

Name
Eric Thompson
Title
Chair
Phone
5079772566
Signed
2018-03-19

Preparer

Firm
Borchardt Accounting and Tax Service
Address
1345 LINN AVE, OWATONNA, MN 55060-3811
Preparer
Roger L Borchardt
Phone
5074517748
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

ADVERTISING 1854.

Form 990EZ, Part I, Line 16

BANK CHARGES 4.

Form 990EZ, Part I, Line 16

PAYROLL TAX 7885.

Form 990EZ, Part I, Line 16

INSURANCE 1953.

Form 990EZ, Part I, Line 16

TRAVEL 3320.

Form 990EZ, Part I, Line 16

EVENT EXPENSES 21393.

Form 990EZ, Part I, Line 16

LICENSES AND DUES 1263.

Form 990EZ, Part I, Line 16

Miscellaneous expenses 1450.

Form 990EZ, Part I, Line 16

OFFICE SUPPLIES 5873.

Form 990EZ, Part I, Line 16

UTILITIES 3952.

Raw XML Appendix167 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0EDNA RINGHOEFER
IRS990EZ/BooksInCareOfDetail/PhoneNum05079772566
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02250 - 26TH ST NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OWAONNA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055060
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0149141
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10365
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03820
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0149141
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-10365
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-10365
IRS990EZ/OccupancyRentUtltsAndMaintAmt01793
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt455554
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BECKY HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TOM BOECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACKIE EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK BIEBIGHAUSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EDNA RINGHOEFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERIC THRONSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HEATHER GOODWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CAREN SWEARINGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4KEY EMPLOYEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt048947
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSISTING SENIORS IN MAINTAINING INDEPENDENT LIVING IN THEIR OWN HOMES AS LONG AS POSSIBLE WITH QUALITY OF LIFE INCLUDING DIRECT SUPPLIES ADVOCACY, COORDINATING SUPPORTING SERVICES
IRS990EZ/PrintingPublicationsPostageAmt02487
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTING SENIORS IN MAINTAINING INDEPENDENT LIVING IN THEIR OWN HOMES AS LONG AS POSSIBLE WITH QUALIATY OF LIFE INCLUDING DIRECT SUPPLIES, ADVOCACY, COORDINATING SUPPORTING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0149141
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0102459
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0159506
IRS990EZ/TotalProgramServiceExpensesAmt0149141
IRS990EZ/TotalRevenueAmt0149141
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0-10365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt043808
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt043808
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0-10365
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054173
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt043808
IRS990ScheduleA/TotalSupportAmt043808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING 1854.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL TAX 7885.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE 1953.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRAVEL 3320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EVENT EXPENSES 21393.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENSES AND DUES 1263.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MISCELLANEOUS EXPENSES 1450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OFFICE SUPPLIES 5873.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9UTILITIES 3952.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05079772566
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OWATONNA HEALTHY SENIORS PROGRAM
ReturnHeader/Filer/BusinessNameControlTxt0OWAT
ReturnHeader/Filer/EIN0411885511
ReturnHeader/Filer/PhoneNum05079772566
ReturnHeader/Filer/USAddress/AddressLine1Txt02250-26TH ST NW
ReturnHeader/Filer/USAddress/CityNm0Owatonna
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055060
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05E2E2F01E05DD0B749661E896CF32DA93816321F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05E2E2F01E05DD0B749661E896CF32DA93816321F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.5.1.15
ReturnHeader/FilingSecurityInformation/IPDt02018-03-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm021:24:30
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BORCHARDT ACCOUNTING AND TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01345 LINN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWATONNA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0550603811
ReturnHeader/PreparerPersonGrp/PhoneNum05074517748
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER L BORCHARDT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-03-19T21:24:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.59$0.05$0.54$2.01$2.03$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.08$0.56$1.03$1.66$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.12$1.19$1.44$1.19$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.32$1.50$1.18$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.21$1.62$1.41$0.21
2018Summary only. Only limited summary data is available for this year.$0.00$0.10$1.46$1.56$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.10$1.49$1.60$0.10
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$1.49$1.60$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.23$1.90$1.67$0.23
2015Summary only. Only limited summary data is available for this year.$0.58$0.00$1.31$1.47$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.03$0.72$1.68$1.41$0.27
2013Detailed filing. Detailed filing data is available for this year.$0.47$0.02$0.45$1.17$1.31$0.14
2012Summary only. Only limited summary data is available for this year.$0.64$0.06$1.54$1.24$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.04$0.29$1.59$1.30$0.29
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.00$1.44$1.44$0.00