Civic Intelligence

Walker Methodist

990 • Fiscal year 2021 • EIN 41-1916102

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileWWW.WALKERMETHODIST.ORG

View Organization Page

11055 Wayzata Blvd 200Minnetonka, MN 55305

(612) 827-8400

Siviq Scores

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

Liabilities / Assets

97th percentile

1.26x

Higher debt load relative to assets than 97% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

3.07x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

35th percentile

5.0%

Higher net margin than 35% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

74th percentile

$536,694

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

9th percentile

-4.5%

Faster asset growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

12%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$71,311,636

Down $3,346,630 (-4.5%) from 2020

Net Assets

Up

-$18,759,618

Up $1,407,441 (+7.0%) from 2020

Liabilities

Down

$90,071,254

Down $4,754,071 (-5.0%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin35th percentile

Revenue

Up

$29,368,798

Up $3,168,717 (+12%) from 2020

Expenses

Up

$27,888,222

Up $1,760,658 (+6.7%) from 2020

Net Income

Up

$1,480,576

Up $1,408,059 (+1942%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$150M$100M$50M$0-$50MAssets 2011: $52,354,339Liabilities 2011: $59,882,855Net Assets 2011: -$7,528,5162011Assets 2012: $52,558,487Liabilities 2012: $60,919,540Net Assets 2012: -$8,361,0532012Assets 2013: $51,203,847Liabilities 2013: $62,269,006Net Assets 2013: -$11,065,1592013Assets 2014: $50,229,135Liabilities 2014: $60,498,111Net Assets 2014: -$10,268,9762014Assets 2015: $68,316,574Liabilities 2015: $79,058,335Net Assets 2015: -$10,741,7612015Assets 2016: $62,437,765Liabilities 2016: $77,958,325Net Assets 2016: -$15,520,5602016Assets 2017: $73,848,338Liabilities 2017: $93,464,441Net Assets 2017: -$19,616,1032017Assets 2018: $71,588,793Liabilities 2018: $91,408,035Net Assets 2018: -$19,819,2422018Assets 2019: $72,986,097Liabilities 2019: $93,323,098Net Assets 2019: -$20,337,0012019Assets 2020: $74,658,266Liabilities 2020: $94,825,325Net Assets 2020: -$20,167,0592020Assets 2021: $71,311,636Liabilities 2021: $90,071,254Net Assets 2021: -$18,759,6182021Assets 2022: $76,589,463Liabilities 2022: $95,436,678Net Assets 2022: -$18,847,2152022Assets 2023: $72,524,214Liabilities 2023: $90,106,478Net Assets 2023: -$17,582,2642023Assets 2024: $108,236,671Liabilities 2024: $123,762,189Net Assets 2024: -$15,525,5182024

Highlighted filing

2021

Assets$71,311,636
Liabilities$90,071,254
Net Assets-$18,759,618
Open 2021 Filing

Operations Trend

Revenue Growth51st percentile

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

$40M$20M$0-$20MExpenses 2011: $7,801,7062011Revenue 2012: $8,208,134Expenses 2012: $9,945,142Net Income 2012: -$1,737,0082012Revenue 2013: $13,154,682Expenses 2013: $15,836,839Net Income 2013: -$2,682,1572013Revenue 2014: $15,016,093Expenses 2014: $16,636,097Net Income 2014: -$1,620,0042014Revenue 2015: $15,601,663Expenses 2015: $16,764,754Net Income 2015: -$1,163,0912015Revenue 2016: $12,605,911Expenses 2016: $17,723,180Net Income 2016: -$5,117,2692016Revenue 2017: $20,110,715Expenses 2017: $21,887,527Net Income 2017: -$1,776,8122017Revenue 2018: $25,498,090Expenses 2018: $24,974,869Net Income 2018: $523,2212018Revenue 2019: $25,587,895Expenses 2019: $26,180,148Net Income 2019: -$592,2532019Revenue 2020: $26,200,081Expenses 2020: $26,127,564Net Income 2020: $72,5172020Revenue 2021: $29,368,798Expenses 2021: $27,888,222Net Income 2021: $1,480,5762021Revenue 2022: $28,651,169Expenses 2022: $28,472,094Net Income 2022: $179,0752022Revenue 2023: $30,715,119Expenses 2023: $29,812,994Net Income 2023: $902,1252023Revenue 2024: $36,335,688Expenses 2024: $34,253,978Net Income 2024: $2,081,7102024

Highlighted filing

2021

Revenue$29,368,798
Expenses$27,888,222
Net Income$1,480,576
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$29,368,798
Mission and Program Overview

Mission

Life. And all the living that goes with it. Enhancing the lives of older adults through a culture of care, respect, and service.

Walker methodist specializes in lifestyle, housing and healthcare services for older adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$50,715,730$48,745,750▼ $1,969,980
Cash and Non-Interest-Bearing Accounts$4,922,842$4,613,828▼ $309,014
Accounts Receivable$1,340,939$1,642,004▲ $301,065
Savings and Temporary Cash Investments$228,426$234,291▲ $5,865
Prepaid Expenses and Deferred Charges$34,613$74,512▲ $39,899
Inventories for Sale or Use$67,221$67,221→ $0
Total Assets$74,658,266$71,311,636▼ $3,346,630
Other Assets Total$17,348,495$15,934,030▼ $1,414,465
Liabilities
Tax Exempt Bond Liabilities$80,862,884$76,743,762▼ $4,119,122
Other Liabilities$6,536,758$6,276,074▼ $260,684
Accounts Payable and Accrued Expenses$4,415,432$4,056,732▼ $358,700
Unsecured Notes Loans Payable$2,210,000$2,210,000→ $0
Mortgage Notes Payable Secured by Investment Property$715,000$715,000→ $0
Escrow Account Liability$85,251$69,686▼ $15,565
Total Liabilities$94,825,325$90,071,254▼ $4,754,071
Net Assets / Fund Balance
Net Assets With Donor Restrictions$48,878$35,984▼ $12,894
Net Assets Without Donor Restrictions$-20,215,937$-18,795,602▲ $1,420,335
Total Net Assets Fund Balance$-20,167,059$-18,759,618▲ $1,407,441
Total Liabilities and Net Assets / Fund Balance$74,658,266$71,311,636▼ $3,346,630

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$43,281,727$15,989,327$59,271,054
Equipment$1,317,393$3,558,345$4,875,738
Land$4,146,630-$4,146,630
Other Assets Org$35,984--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomason Kathleen LDirector of Rehab ServicesFT$100,785$9,869$110,654
Phoutinane Uphaphon aRn Nurse ManagerFT$103,049$2,320$105,369

Board Members and Trustees

NameTitle
Jon TynjalaChair
Scott RiddlePresident/CEO
Michael FinnVice Chair
Bob HakesDirector
Gaylen HarmsDirector
Lori AckersonDirector
Sue BergstromDirector
Russ GrundhauserCFO
Sarah WandschneiderChief Hr Officer
Anneliese PetersonChief Operations Officer
Phil HansonSecretary
Lynn SwonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Walker Senior Services INCManagement Services11055 WAYZATA BLVD STE 200, Minnetonka, MN 55305$1,209,537
Revenue and Support

Revenue Composition

Contributions and Grants
$3,389,323
Program Service Revenue
$25,225,831
Investment Income
$43,447
Other Revenue
$710,197
Change in Net Assets
$1,480,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$15,219,472
Other Expenses$12,668,750
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,625,868$1,214,493-$12,840,361
Interest$3,926,916$42,880-$3,969,796
Depreciation Depletion$2,274,140$27,776-$2,301,916
Occupancy$1,343,129$131,504-$1,474,633
Other Employee Benefits$1,143,412$98,580-$1,241,992
Fees for Services Management-$1,209,537-$1,209,537
Payroll Taxes$881,990$80,537-$962,527
Fees for Services Other$691,448$139,200-$830,648
Office Expenses$428,581$135,692-$564,273
All Other Expenses$153,163$232,368-$385,531
Pension Plan Contributions$160,185$14,407-$174,592
Other Expenses$109,310$39,913-$149,223
Insurance-$60,512-$60,512
Fees for Service Investment Mgmnt Fees$45,169$2,249-$47,418
Advertising$2,209$5,998-$8,207
Travel$2,052$5,644-$7,696
Conferences and Meetings$1,499$2,351-$3,850
Total Functional Expenses$24,443,818$3,444,404$0$27,888,222
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
Due to Related Party$6,276,074

Bond Issues

BondIssuerIssuedIssue PricePurpose
ADakota County Community Development Agency2016-09-15$37,243,346Refinancing series 2008a bonds used for construction & equipping facility
DCity of West Saint Paul Minnesota2017-11-21$19,917,024Refinance series 2011 bonds used for construction & equipping facility
BCity of Anoka Minnesota2015-08-13$13,771,406Finance acquisition, construction, & equipping of senior living facility
CCity of Cambridge Minnesota2017-02-28$13,024,157Finance acquisition, construction, & equipping of senior living facility

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$37,243,346$35,350,229$2,435,000$710,155
D$19,917,024-$1,580,800$391,131
B$13,771,406-$585,000$267,265
C$13,024,157-$345,000$231,175

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 35% controlled entity
No
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The executive committee consists of the board chair, vice chair, president/ceo, immediate past chair, secretary, treasurer, and two other current board members. The executive committee may exercise all of the powers of the board during intervals between meetings of the board of directors, except that the executive commitee may not take action with respect to acquisition, disposition, financing or refinancing of real property, with respect to the employment of a president/ceo, or with respect to amendment of the articles of incorporation or bylaws; provided that in any such action, the executive committee shall not contravene any action or policy adopted by the board of directors.”

Form 990, Part VI, Section A, Line 3

“Walker senior services, inc., a related entity, was engaged to manage the entity's operations. Responsibilities included supervision of the organization's daily operating activities and staff, ensuring regulatory compliance, and preparation of annual budgets for the governing body's approval.”

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

“The management of the organization reviewed the form 990 in detail, which was then forwarded to the board of directors for review prior to filing with the irs.”

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

“The organization does require members of the board of directors and senior management to complete a conflict of interest disclosure form annually. The organization's chief executive officer and board chair review and monitor the conflict of interest disclosures. If an individual has a conflict, the individual is not allowed to participate in discussions or vote on the issue.”

Form 990, Part VI, Section C, Line 19

“Upon request, walker methodist's governing documents, conflict of interest policy and financial statements may be reviewed at the organization's office.”

Filing and Contact Details

Filer

Filer Name
Walker Methodist
EIN
41-1916102
Phone
6128278400
Address
11055 WAYZATA BLVD 200, MINNETONKA, MN 55305

Signing Officer

Name
Russ Grundhauser
Title
CFO
Phone
6128278400
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Riddle
Formed
1986
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
8
Employees
237
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 S 6TH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Tyler Swenson
Phone
6123764500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of investment in foundation -12,893.”

Financial Statement Notes

PART IV, LINE 2B:

“Tenant security deposits: as a condition of occupancy, residents of walker methodist highview hills, llc and walker methodist thompson hill, llc are required to make security deposits. The deposits are refundable upon leaving; therefore, they are recorded as a liability on the balance sheet. These funds are tracked separately from the other funds of walker highview hills, llc and walker methodist thompson hill, llc.”

PART X, LINE 2:

“All corporations included in these consolidated financial statements with the exception of walker elder care services, inc., have been granted exempt status relative to federal and state corporate income taxes under section 501(c)(3) of the internal revenue code and applicable state codes. The organization follows guidance regarding the recognition and measurement of uncertain tax positions. The organization income tax returns are subject to review and examination by federal, state, and local authorities. The organization is not aware of any activities that would jeopardize its tax exempt status. The organization is not aware of any activities that are subject to tax on unrelated business income or excise or other taxes.”

Raw XML AppendixShowing 400 of 1,102 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL FINN
IRS990/Form990PartVIISectionAGrp/PersonNm3LYNN SWON
IRS990/Form990PartVIISectionAGrp/PersonNm4PHIL HANSON
IRS990/Form990PartVIISectionAGrp/PersonNm5LORI ACKERSON
IRS990/Form990PartVIISectionAGrp/PersonNm6SUE BERGSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm7BOB HAKES
IRS990/Form990PartVIISectionAGrp/PersonNm8GAYLEN HARMS
IRS990/Form990PartVIISectionAGrp/PersonNm9RUSS GRUNDHAUSER
IRS990/Form990PartVIISectionAGrp/PersonNm10ANNELIESE PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm11SARAH WANDSCHNEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm12PHOUTINANE UPHAPHON A
IRS990/Form990PartVIISectionAGrp/PersonNm13THOMASON KATHLEEN L
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/ReportableCompFromOrgAmt12103049
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13100785
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0513702
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/ReportableCompFromRltdOrgAmt9287378
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10278785
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11235395
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF OPERATIONS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF HR OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12RN NURSE MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF REHAB SERVICES
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt03291440
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt029368798
IRS990/GrossRentsGrp/RealAmt018219
IRS990/GrossSalesOfInventoryAmt032036
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt060512
IRS990/InsuranceGrp/TotalAmt060512
IRS990/InterestGrp/ManagementAndGeneralAmt042880
IRS990/InterestGrp/ProgramServicesAmt03926916
IRS990/InterestGrp/TotalAmt03969796
IRS990/InventoriesForSaleOrUseGrp/BOYAmt067221
IRS990/InventoriesForSaleOrUseGrp/EOYAmt067221
IRS990/InvestmentIncomeGrp/ExclusionAmt043447
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt043447
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt019547672
IRS990/LandBldgEquipBasisNetGrp/BOYAmt050715730
IRS990/LandBldgEquipBasisNetGrp/EOYAmt048745750
IRS990/LandBldgEquipCostOrOtherBssAmt068293422
IRS990/LegalDomicileStateCd0MN
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt0-1805
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0-1805
IRS990/MissionDesc0LIFE. AND ALL THE LIVING THAT GOES WITH IT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0715000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0715000
IRS990/NetAssetsOrFundBalancesBOYAmt0-20167059
IRS990/NetAssetsOrFundBalancesEOYAmt0-18759618
IRS990/NetIncomeOrLossGrp/ExclusionAmt032036
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt032036
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt018219
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt018219
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-60242
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-20215937
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-18795602
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0131504
IRS990/OccupancyGrp/ProgramServicesAmt01343129
IRS990/OccupancyGrp/TotalAmt01474633
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0135692
IRS990/OfficeExpensesGrp/ProgramServicesAmt0428581
IRS990/OfficeExpensesGrp/TotalAmt0564273
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt017348495
IRS990/OtherAssetsTotalGrp/EOYAmt015934030
IRS990/OtherChangesInNetAssetsAmt0-12893
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt098580
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01143412
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01241992
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1ANCILLARY EXPENSES
IRS990/OtherExpensesGrp/Desc2MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc3LICENSES/PERMITS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0763
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt239913
IRS990/OtherExpensesGrp/ProgramServicesAmt01121617
IRS990/OtherExpensesGrp/ProgramServicesAmt1289051
IRS990/OtherExpensesGrp/ProgramServicesAmt2244079
IRS990/OtherExpensesGrp/ProgramServicesAmt3109310
IRS990/OtherExpensesGrp/TotalAmt01122380
IRS990/OtherExpensesGrp/TotalAmt1289051
IRS990/OtherExpensesGrp/TotalAmt2244079
IRS990/OtherExpensesGrp/TotalAmt3149223
IRS990/OtherLiabilitiesGrp/BOYAmt06536758
IRS990/OtherLiabilitiesGrp/EOYAmt06276074
IRS990/OtherRevenueMiscGrp/BusinessCd0722100
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0RESTAURANT SALES
IRS990/OtherRevenueMiscGrp/Desc1COMMUNITY FEE
IRS990/OtherRevenueMiscGrp/Desc2FIT CLUB REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0466905
IRS990/OtherRevenueMiscGrp/ExclusionAmt1143350
IRS990/OtherRevenueMiscGrp/ExclusionAmt251492
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0466905
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1143350
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt251492
IRS990/OtherRevenueTotalAmt0659942
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01214493
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011625868
IRS990/OtherSalariesAndWagesGrp/TotalAmt012840361
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt080537
IRS990/PayrollTaxesGrp/ProgramServicesAmt0881990
IRS990/PayrollTaxesGrp/TotalAmt0962527
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014407
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0160185
IRS990/PensionPlanContributionsGrp/TotalAmt0174592
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034613
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt074512
IRS990/PrincipalOfficerNm0SCOTT RIDDLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1RESIDENT RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015934570
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19291261
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015934570
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19291261
IRS990/ProgSrvcAccomActy2Grp/Desc0WALKER METHODIST, AS THE SOLE MEMBER OF HIGHVIEW HILLS, LLC, PROVIDES SENIOR LIVING WITH SERVICES AND ASSISTED LIVING SERVICES IN A 153-UNIT COMMUNITY LOCATED IN LAKEVILLE, MINNESOTA. RESIDENTS MAY RECEIVE A VARIETY OF HEALTH SERVICES TO MEET THEIR INDIVIDUAL NEEDS, AND ARE OFFERED PPORTUNITIES FOR PHYSICAL ACTIVITY, SOCIAL INTERACTION, INTERGENERATIONAL ACTIVITIES, CREATIVE EXPRESSION, SPIRITUAL CARE, INTELLECTUAL ADVANCEMENT, AND CHARITABLE GIVING. FOR THE YEAR ENDED DECEMBER 31, 2021, THE OCCUPANCY RATE WAS 92.17%.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07038182
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt07418609
IRS990/ProgSrvcAccomActy3Grp/Desc0WALKER METHODIST, AS THE SOLE MEMBER OF WALKER THOMPSON HILL, LLC, PROVIDES SENIOR LIVING WITH SERVICES, TRANSITIONAL CARE UNIT AND ASSISTED LIVING SERVICES IN A 71-UNIT COMMUNITY LOCATED IN WEST ST. PAUL, MINNESOTA. RESIDENTS MAY RECEIVE A VARIETY OF HEALTH SERVICES TO MEET THEIR INDIVIDUAL NEEDS, AND ARE OFFERED OPPORTUNITIES FOR PHYSICAL ACTIVITY, SOCIAL INTERACTION, INTERGENERATIONAL ACTIVITIES, CREATIVE EXPRESSION, SPIRITUAL CARE, INTELLECTUAL ADVANCEMENT, AND CHARITABLE GIVING. FOR THE YEAR ENDED DECEMBER 31, 2021, THE OCCUPANCY RATE WAS 87.81%.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt09511066
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt09070632
IRS990/ProgSrvcAccomActyOtherGrp/Desc0WALKER METHODIST, AS THE SOLE MEMBER OF WALKER METHODIST LEVANDE, PROVIDES SENIOR LIVING WITH SERVICES AND ASSISTED LIVING SERVICES IN A 68-UNIT COMMUNITY LOCATED IN CAMBRIDGE, MINNESOTA. RESIDENTS MAY RECEIVE A VARIETY OF HEALTH SERVICES TO MEET THEIR INDIVIDUAL NEEDS, AND ARE OFFERED PPORTUNITIES FOR PHYSICAL ACTIVITY, SOCIAL INTERACTION, INTERGENERATIONAL ACTIVITIES, CREATIVE EXPRESSION, SPIRITUAL CARE, INTELLECTUAL ADVANCEMENT, AND CHARITABLE GIVING. FOR THE YEAR ENDED DECEMBER 31, 2021, THE OCCUPANCY RATE WAS 92.17%
IRS990/ProgSrvcAccomActyOtherGrp/Desc1WALKER METHODIST, AS THE SOLE MEMBER OF WALKER METHODIST PLAZA GARDENS, LLC, PROVIDES SENIOR LIVING WITH SERVICES AND ASSISTED LIVING SERVICES IN A 72-UNIT COMMUNITY LOCATED IN ANOKA, MINNESOTA. RESIDENTS MAY RECEIVE A VARIETY OF HEALTH SERVICES TO MEET THEIR INDIVIDUAL NEEDS, AND ARE OFFERED PPORTUNITIES FOR PHYSICAL ACTIVITY, SOCIAL INTERACTION, INTERGENERATIONAL ACTIVITIES, CREATIVE EXPRESSION, SPIRITUAL CARE, INTELLECTUAL ADVANCEMENT, AND CHARITABLE GIVING. FOR THE YEAR ENDED DECEMBER 31, 2021, THE OCCUPANCY RATE WAS 95.7%
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03078658
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt14815912
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt03675473
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt15061117
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0790634
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02300
IRS990/PYInvestmentIncomeAmt078350
IRS990/PYOtherExpensesAmt012264782
IRS990/PYOtherRevenueAmt0733989
IRS990/PYProgramServiceRevenueAmt024597108
IRS990/PYRevenuesLessExpensesAmt072517
IRS990/PYSalariesCompEmpBnftPaidAmt013860482
IRS990/PYTotalExpensesAmt026127564
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026200081
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01480576
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt097883
IRS990/RentalIncomeOrLossGrp/RealAmt018219
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,311,636
Liabilities
$90,071,254
Net assets
-$18,759,618
Revenue
$29,368,798
Expenses
$27,888,222
Net income
$1,480,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$108$124$15.5$36.3$34.3$2.08
2023Summary only. Only limited summary data is available for this year.$72.5$90.1$17.6$30.7$29.8$0.90
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.6$95.4$18.8$28.7$28.5$0.18
2021Detailed filing. Detailed filing data is available for this year.$71.3$90.1$18.8$29.4$27.9$1.48
2020Summary only. Only limited summary data is available for this year.$74.7$94.8$20.2$26.2$26.1$0.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.0$93.3$20.3$25.6$26.2$0.59
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.6$91.4$19.8$25.5$25.0$0.52
2017Summary only. Only limited summary data is available for this year.$73.8$93.5$19.6$20.1$21.9$1.78
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.4$78.0$15.5$12.6$17.7$5.12
2015Detailed filing. Detailed filing data is available for this year.$68.3$79.1$10.7$15.6$16.8$1.16
2014Detailed filing. Detailed filing data is available for this year.$50.2$60.5$10.3$15.0$16.6$1.62
2013Summary only. Only limited summary data is available for this year.$51.2$62.3$11.1$13.2$15.8$2.68
2012Summary only. Only limited summary data is available for this year.$52.6$60.9$8.36$8.21$9.95$1.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.4$59.9$7.53$7.80