Civic Intelligence

Mt. Pleasant Home

990 • Fiscal year 2022 • EIN 42-0698197

Jan 01, 2022 to Dec 31, 2022 • Filed on May 05, 2023

Organization ProfileWWW.MTPLEASANTHOME.ORG
1695 Mount Pleasant StDubuque, IA 52001

(563) 582-4144

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

8th percentile

-20%

Faster asset growth than 8% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

52nd percentile

6.8%

Faster revenue growth than 52% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$4,420,137

Down $1,074,127 (-20%) from 2021

Net Assets

Down

$4,410,434

Down $1,073,769 (-20%) from 2021

Liabilities

Down

$9,703

Down $358 (-3.6%) from 2021

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin76th percentile

Revenue

Up

$1,123,312

Up $71,583 (+6.8%) from 2021

Expenses

Up

$834,977

Up $54,040 (+6.9%) from 2021

Net Income

Up

$288,335

Up $17,543 (+6.5%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,761,947Liabilities 2011: $16,726Net Assets 2011: $3,745,2212011Assets 2012: $3,976,174Liabilities 2012: $16,630Net Assets 2012: $3,959,5442012Assets 2013: $4,349,907Liabilities 2013: $14,494Net Assets 2013: $4,335,4132013Assets 2014: $4,324,109Liabilities 2014: $18,156Net Assets 2014: $4,305,9532014Assets 2015: $4,062,040Liabilities 2015: $12,799Net Assets 2015: $4,049,2412015Assets 2016: $4,075,344Liabilities 2016: $20,927Net Assets 2016: $4,054,4172016Assets 2017: $4,495,956Liabilities 2017: $16,077Net Assets 2017: $4,479,8792017Assets 2018: $4,054,093Liabilities 2018: $22,672Net Assets 2018: $4,031,4212018Assets 2019: $4,526,631Liabilities 2019: $10,033Net Assets 2019: $4,516,5982019Assets 2020: $5,002,033Liabilities 2020: $15,256Net Assets 2020: $4,986,7772020Assets 2021: $5,494,264Liabilities 2021: $10,061Net Assets 2021: $5,484,2032021Assets 2022: $4,420,137Liabilities 2022: $9,703Net Assets 2022: $4,410,4342022Assets 2023: $4,655,945Liabilities 2023: $13,277Net Assets 2023: $4,642,6682023Assets 2024: $4,915,670Liabilities 2024: $4,031Net Assets 2024: $4,911,6392024

Highlighted filing

2022

Assets$4,420,137
Liabilities$9,703
Net Assets$4,410,434
Open 2022 Filing

Operations Trend

Revenue Growth52nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $608,885Expenses 2011: $545,123Net Income 2011: $63,7622011Revenue 2012: $539,808Expenses 2012: $603,406Net Income 2012: -$63,5982012Revenue 2013: $707,860Expenses 2013: $618,135Net Income 2013: $89,7252013Revenue 2014: $653,582Expenses 2014: $604,488Net Income 2014: $49,0942014Revenue 2015: $780,966Expenses 2015: $686,701Net Income 2015: $94,2652015Revenue 2016: $508,938Expenses 2016: $639,093Net Income 2016: -$130,1552016Revenue 2017: $616,226Expenses 2017: $675,946Net Income 2017: -$59,7202017Revenue 2018: $763,425Expenses 2018: $714,775Net Income 2018: $48,6502018Revenue 2019: $728,698Expenses 2019: $663,392Net Income 2019: $65,3062019Revenue 2020: $848,257Expenses 2020: $820,697Net Income 2020: $27,5602020Revenue 2021: $1,051,729Expenses 2021: $780,937Net Income 2021: $270,7922021Revenue 2022: $1,123,312Expenses 2022: $834,977Net Income 2022: $288,3352022Revenue 2023: $854,323Expenses 2023: $827,115Net Income 2023: $27,2082023Revenue 2024: $904,863Expenses 2024: $775,855Net Income 2024: $129,0082024

Highlighted filing

2022

Revenue$1,123,312
Expenses$834,977
Net Income$288,335
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 5, 2023
Return Version
2022v5.0
Gross Receipts
$3,382,777
Mission and Program Overview

Mission

To provide a retirement home for needy men and women.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,692,126$3,659,393▼ $1,032,733
Land, Buildings, and Equipment, Net$709,110$709,110→ $0
Savings and Temporary Cash Investments$93,028$51,634▼ $41,394
Total Assets$5,494,264$4,420,137▼ $1,074,127
Liabilities
Accounts Payable and Accrued Expenses$10,061$9,703▼ $358
Total Liabilities$10,061$9,703▼ $358
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,692,126$3,659,393▼ $1,032,733
Net Assets Without Donor Restrictions$792,077$751,041▼ $41,036
Total Net Assets Fund Balance$5,484,203$4,410,434▼ $1,073,769
Total Liabilities and Net Assets / Fund Balance$5,494,264$4,420,137▼ $1,074,127

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$709,110--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Michelle BreitbachPresident
Margie Breese2nd Vice President
Wilma SandersAsst Recording Secretary
ROBIN O'CONNORCorresponding Secretary
Linda AvenariusRecording Secretary
FRANK O'CONNORTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$120,150
Program Service Revenue
$416,332
Investment Income
$586,830
Other Revenue
$0
All Other Contributions
$120,150
Change in Net Assets
$288,335
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$490,097
Other Expenses$344,880
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$348,330$68,000$0$416,330
Occupancy$198,579$37,825$0$236,404
Other Employee Benefits$29,323$5,724$0$35,047
Payroll Taxes$25,692$5,015$0$30,707
Fees for Service Investment Mgmnt Fees$28,780$0$0$28,780
Insurance$0$27,062$0$27,062
All Other Expenses$1,466$9,893$0$11,359
Pension Plan Contributions$6,051$1,962$0$8,013
Advertising$5,186$0$0$5,186
Office Expenses$5,151$0$0$5,151
Fees for Services Accounting$0$4,224$0$4,224
Fees for Services Legal$0$1,593$0$1,593
Other Expenses$837$0$0$837
Total Functional Expenses$673,679$161,298$0$834,977
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Mt Pleasant Home
EIN
42-0698197
Phone
5635824144
Address
1695 MOUNT PLEASANT ST, DUBUQUE, IA 52001

Signing Officer

Name
FRANK O'CONNOR
Title
Treasurer
Phone
5635824144
Signed
2023-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
FRANK O'CONNOR
Formed
1874
Legal Domicile
Ia
Voting Board Members
7
Independent Board Members
7
Employees
32
Volunteers
30

Preparer

Firm
Buchheit Tax Service
Address
3250 Kennedy Circle Suite 7, Dubuque, IA 52001
Preparer
James Klein
Phone
5635574441
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

“The minutes of every regular and special meeting of the board of directors of mt pleasant home are kept for an indefinite period of time. During regular meetings, various committees give verbal reports. These become part of the general meeting.”

Pt VI, Line 11B

“The data for the form 990 are initially prepared by the accounting firm that compiles the home's financial statements. The treasurer provides all non financial information to the accounting firm for it to compile applicable forms and schedules. The treasurer reviews the completed form 990 at a regular meeting of the board of directors. The document is available for any member of the board to examine in detail.”

Pt VI, Line 15A

“Mt pleasant home has a personnel committee that meets annually to review the performance and compensation of the home's administrator. Based on that review, the administrator's annual compensation and any bonuses are detremined.”

Pt VI, Line 19

“The articles of incorporation and by-laws of mt pleasant home are printed in booklet form. The financial records are maintained by the treasurer and archived at the home. The home does not have a conflict of interest policy.”

Raw XML AppendixShowing 400 of 401 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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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033249
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020345
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0315099
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0108482
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt058008
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt062678
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt072890
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt069730
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0427902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0635031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0494452
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0471273
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02444990
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0108482
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt062678
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt072890
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt069730
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IRS990ScheduleA/InvestmentIncomeCYPct00.11870
IRS990ScheduleA/InvestmentIncomePYPct00.10850
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0527701
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IRS990ScheduleA/Total509Grp/TotalAmt02760089
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0709110
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0709110
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0709110
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MINUTES OF EVERY REGULAR AND SPECIAL MEETING OF THE BOARD OF DIRECTORS OF MT PLEASANT HOME ARE KEPT FOR AN INDEFINITE PERIOD OF TIME. DURING REGULAR MEETINGS, VARIOUS COMMITTEES GIVE VERBAL REPORTS. THESE BECOME PART OF THE GENERAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DATA FOR THE FORM 990 ARE INITIALLY PREPARED BY THE ACCOUNTING FIRM THAT COMPILES THE HOME'S FINANCIAL STATEMENTS. THE TREASURER PROVIDES ALL NON FINANCIAL INFORMATION TO THE ACCOUNTING FIRM FOR IT TO COMPILE APPLICABLE FORMS AND SCHEDULES. THE TREASURER REVIEWS THE COMPLETED FORM 990 AT A REGULAR MEETING OF THE BOARD OF DIRECTORS. THE DOCUMENT IS AVAILABLE FOR ANY MEMBER OF THE BOARD TO EXAMINE IN DETAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MT PLEASANT HOME HAS A PERSONNEL COMMITTEE THAT MEETS ANNUALLY TO REVIEW THE PERFORMANCE AND COMPENSATION OF THE HOME'S ADMINISTRATOR. BASED ON THAT REVIEW, THE ADMINISTRATOR'S ANNUAL COMPENSATION AND ANY BONUSES ARE DETREMINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ARTICLES OF INCORPORATION AND BY-LAWS OF MT PLEASANT HOME ARE PRINTED IN BOOKLET FORM. THE FINANCIAL RECORDS ARE MAINTAINED BY THE TREASURER AND ARCHIVED AT THE HOME. THE HOME DOES NOT HAVE A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0120150
IRS990/TotalEmployeeCnt032
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0161298
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0673679
IRS990/TotalFunctionalExpensesGrp/TotalAmt0834977
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010061
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IRS990/TotalLiabilitiesGrp/BOYAmt010061
IRS990/TotalLiabilitiesGrp/EOYAmt09703
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IRS990/TotalProgramServiceExpensesAmt0673679
IRS990/TotalProgramServiceRevenueAmt0416332
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01123312
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01825 LINKS GLEN DRIVE
IRS990/USAddress/CityNm0DUBUQUE
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052003
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.MTPLEASANTHOME.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK O'CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05635824144
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MT PLEASANT HOME
ReturnHeader/Filer/BusinessNameControlTxt0MTPL
ReturnHeader/Filer/EIN0420698197
ReturnHeader/Filer/PhoneNum05635824144
ReturnHeader/Filer/USAddress/AddressLine1Txt01695 MOUNT PLEASANT ST
ReturnHeader/Filer/USAddress/CityNm0DUBUQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263659188
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Buchheit Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03250 Kennedy Circle Suite 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dubuque
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052001
ReturnHeader/PreparerPersonGrp/PhoneNum05635574441
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Klein
ReturnHeader/ReturnTs02023-05-12T06:37:23-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OCONNOR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,420,137
Liabilities
$9,703
Net assets
$4,410,434
Revenue
$1,123,312
Expenses
$834,977
Net income
$288,335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.91$0.90$0.78$0.13
2023Detailed filing. Detailed filing data is available for this year.$4.66$0.01$4.64$0.85$0.83$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.42$0.01$4.41$1.12$0.83$0.29
2021Detailed filing. Detailed filing data is available for this year.$5.49$0.01$5.48$1.05$0.78$0.27
2020Detailed filing. Detailed filing data is available for this year.$5.00$0.02$4.99$0.85$0.82$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.53$0.01$4.52$0.73$0.66$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.05$0.02$4.03$0.76$0.71$0.05
2017Summary only. Only limited summary data is available for this year.$4.50$0.02$4.48$0.62$0.68$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.08$0.02$4.05$0.51$0.64$0.13
2015Summary only. Only limited summary data is available for this year.$4.06$0.01$4.05$0.78$0.69$0.09
2014Summary only. Only limited summary data is available for this year.$4.32$0.02$4.31$0.65$0.60$0.05
2013Summary only. Only limited summary data is available for this year.$4.35$0.01$4.34$0.71$0.62$0.09
2012Summary only. Only limited summary data is available for this year.$3.98$0.02$3.96$0.54$0.60$0.06
2011Summary only. Only limited summary data is available for this year.$3.76$0.02$3.75$0.61$0.55$0.06