Civic Intelligence

Bartels Lutheran Home

990 • Fiscal year 2015 • EIN 42-0752685

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 05, 2016

Organization ProfileWWW.BARTELSCOMMUNITY.ORG

View Organization Page

1922 5th Ave NWWaverly, IA 50677

(319) 352-4540

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.73x

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

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

2.10x

Higher debt load relative to revenue than 87% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

45th percentile

2.4%

Higher net margin than 45% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

32nd percentile

$182,694

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

53rd percentile

2.2%

Faster asset growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-4.8%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$36,447,983

Up $789,469 (+2.2%) from 2014

Net Assets

Up

$9,720,459

Up $238,865 (+2.5%) from 2014

Liabilities

Up

$26,727,524

Up $550,604 (+2.1%) from 2014

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin45th percentile

Revenue

Down

$12,726,446

Down $643,193 (-4.8%) from 2014

Expenses

Up

$12,423,755

Up $489,858 (+4.1%) from 2014

Net Income

Down

$302,691

Down $1,133,051 (-79%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$60M$40M$20M$0Assets 2010: $28,790,849Liabilities 2010: $22,876,462Net Assets 2010: $5,914,3872010Assets 2011: $29,430,499Liabilities 2011: $22,867,388Net Assets 2011: $6,563,1112011Assets 2012: $31,040,774Liabilities 2012: $23,508,435Net Assets 2012: $7,532,3392012Assets 2013: $32,710,641Liabilities 2013: $24,549,630Net Assets 2013: $8,161,0112013Assets 2014: $35,658,514Liabilities 2014: $26,176,920Net Assets 2014: $9,481,5942014Assets 2015: $36,447,983Liabilities 2015: $26,727,524Net Assets 2015: $9,720,4592015Assets 2016: $37,318,599Liabilities 2016: $26,435,280Net Assets 2016: $10,883,3192016Assets 2017: $39,260,874Liabilities 2017: $27,679,990Net Assets 2017: $11,580,8842017Assets 2018: $39,596,121Liabilities 2018: $29,977,223Net Assets 2018: $9,618,8982018Assets 2019: $40,580,761Liabilities 2019: $31,006,928Net Assets 2019: $9,573,8332019Assets 2020: $42,469,243Liabilities 2020: $31,271,913Net Assets 2020: $11,197,3302020Assets 2021: $42,494,950Liabilities 2021: $32,030,652Net Assets 2021: $10,464,2982021Assets 2022: $41,023,318Liabilities 2022: $33,519,518Net Assets 2022: $7,503,8002022Assets 2023: $41,682,842Liabilities 2023: $34,307,716Net Assets 2023: $7,375,1262023Assets 2024: $42,207,700Liabilities 2024: $35,842,831Net Assets 2024: $6,364,8692024

Highlighted filing

2015

Assets$36,447,983
Liabilities$26,727,524
Net Assets$9,720,459
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,480,4152010Revenue 2011: $10,712,497Expenses 2011: $10,018,083Net Income 2011: $694,4142011Revenue 2012: $11,881,901Expenses 2012: $10,940,467Net Income 2012: $941,4342012Revenue 2013: $12,280,029Expenses 2013: $11,632,494Net Income 2013: $647,5352013Revenue 2014: $13,369,639Expenses 2014: $11,933,897Net Income 2014: $1,435,7422014Revenue 2015: $12,726,446Expenses 2015: $12,423,755Net Income 2015: $302,6912015Revenue 2016: $13,635,063Expenses 2016: $12,507,221Net Income 2016: $1,127,8422016Revenue 2017: $13,197,804Expenses 2017: $12,537,674Net Income 2017: $660,1302017Revenue 2018: $11,738,347Expenses 2018: $12,197,591Net Income 2018: -$459,2442018Revenue 2019: $13,167,502Expenses 2019: $13,245,977Net Income 2019: -$78,4752019Revenue 2020: $15,043,575Expenses 2020: $13,490,631Net Income 2020: $1,552,9442020Revenue 2021: $12,251,707Expenses 2021: $12,937,352Net Income 2021: -$685,6452021Revenue 2022: $12,204,460Expenses 2022: $14,677,738Net Income 2022: -$2,473,2782022Revenue 2023: $14,170,458Expenses 2023: $14,756,938Net Income 2023: -$586,4802023Revenue 2024: $14,522,024Expenses 2024: $15,669,405Net Income 2024: -$1,147,3812024

Highlighted filing

2015

Revenue$12,726,446
Expenses$12,423,755
Net Income$302,691
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 5, 2016
Return Version
2015v2.1
Gross Receipts
$12,733,078
Mission and Program Overview

Mission

Bartels lutheran retirement community offers multilevel retirement living options and enriches lives through quality services and christian care.

Bartels lutheran retirement community offers multilevel retirement living options and enhances lives through quality services and christian care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$21,658,723$22,007,364▲ $348,641
Savings and Temporary Cash Investments$9,685,635$10,535,768▲ $850,133
Accounts Receivable$749,077$475,269▼ $273,808
Investments Other Securities$119,865$122,251▲ $2,386
Prepaid Expenses and Deferred Charges$68,551$71,684▲ $3,133
Inventories for Sale or Use$51,517$55,868▲ $4,351
Cash and Non-Interest-Bearing Accounts$400$400→ $0
Total Assets$35,658,514$36,447,983▲ $789,469
Other Assets Total$3,324,746$3,179,379▼ $145,367
Liabilities
Tax Exempt Bond Liabilities$13,637,955$13,304,285▼ $333,670
Deferred Revenue$11,398,231$12,469,162▲ $1,070,931
Accounts Payable and Accrued Expenses$887,945$689,810▼ $198,135
Other Liabilities$252,789$264,267▲ $11,478
Total Liabilities$26,176,920$26,727,524▲ $550,604
Net Assets / Fund Balance
Unrestricted Net Assets$9,122,812$9,253,202▲ $130,390
Temporarily Rstr Net Assets$241,452$347,602▲ $106,150
Permanently Rstr Net Assets$117,330$119,655▲ $2,325
Total Net Assets Fund Balance$9,481,594$9,720,459▲ $238,865
Total Liabilities and Net Assets / Fund Balance$35,658,514$36,447,983▲ $789,469

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,772,565$9,475,203$29,247,768
Equipment$1,293,403$2,303,842$3,597,245
Land$941,396-$941,396
Other Assets Org$1,232,006--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$119,865--$210$119,655
2014$118,962$1,330▲ $1,573$2,000$119,865
2013$119,382$1,000▲ $1,580$3,000$118,962
2012$85,454$35,000▲ $4,072$3,000$119,382
2011$74,610$10,000▲ $2,344$1,500$85,454
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debra SchroederPresident/CEOFT$150,638$32,056$182,694
Cynthia SchakeVP of Business ServicesFT$101,279$4,132$105,411

Board Members and Trustees

NameTitle
Dr Ann RatheChair
Joan HeadingtonPast Chair
Paula GeiseVice Chair
Bob BrunkhorstDirector
Keith CollinsDirector
Michael LittererDirector
Pam BrickmanDirector
Rev Dennis DickmanDirector
Rich CarlsonSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Morrison MgmntDining Services5801 PEACHTREE DUNWOODY ROAD, Atlanta, GA 30342$940,793
Northern Iowa TherapyTherapy Services1810 4TH ST SW SUITE 103, Waverly, IA 50677$508,394
Steege ConstructionConstruction2601 EASTON AVE, Waverly, IA 50677$304,138
Crystal Heating And PlumbingConstruction1210 W BREMER AVE, Waverly, IA 50677$196,879
Right Dose PharmacyPharmacy Services And Consulting1325 SW ORALABOR RD, Ankeny, IA 50023$127,838
Revenue and Support

Revenue Composition

Contributions and Grants
$632,967
Program Service Revenue
$11,923,491
Investment Income
$169,988
Other Revenue
$0
All Other Contributions
$623,118
Change in Net Assets
$302,691

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,733,078
Revenue Not Reported on Financial Statements
$-6,632
Revenue Not Reported on Form 990
$-63,826
Other Revenue Adjustments
$-6,632
Total Revenue per Audited Statements
$12,669,252
Total Revenue per Form 990
$12,726,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,797,962
Other Expenses$5,625,793
Total Fundraising Expense$97,293
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,245,169$248,148$58,333$5,551,650
Depreciation Depletion$1,053,654$53,209-$1,106,863
Interest$811,036--$811,036
Occupancy$564,487$72,950-$637,437
All Other Expenses$241,678$339,324$2,762$583,764
Other Employee Benefits$425,139$41,837$2,022$468,998
Payroll Taxes$362,258$43,501$4,071$409,830
Office Expenses$372,441$26,494$10,799$409,734
Other Expenses$380,090--$380,090
Current Officers, Directors, Trustees, and Key Employees-$288,105-$288,105
Pension Plan Contributions$60,467$18,912-$79,379
Travel$16,888$29,070$20$45,978
Advertising$19,664-$19,250$38,914
Fees for Services Legal-$26,205-$26,205
Fees for Services Accounting-$23,279-$23,279
Conferences and Meetings$6,512$2,119$36$8,667
Total Functional Expenses$11,113,309$1,213,153$97,293$12,423,755

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,430,387
Expenses per Audited Statements$12,423,755
Total Expenses per Form 990$12,423,755
Expenses Not Reported on Form 990$6,632
Expenses Not Reported on Financial Statements$0
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
Deferred Comp Liability$264,267

Bond Issues

BondIssuerIssuedIssue PricePurpose
ABremer County Iowa Series 2005 a and Series 2005 B2005-10-20$15,114,764REFINANCE OF 1999 BONDS
CIowa Finance Authority2015-11-18$8,595,000REFINANCE OF 2005 BONDS
BBremer County Iowa Series 2005 C2005-10-20$2,500,000Refinance of 1999 bonds and to purchase land, buildings and equipment

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$15,114,764$13,750,658$12,631,417$302,296
C$8,595,000$8,430,503$39,351$164,497
B$2,500,000$1,278,270$250,000$50,000

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization is made up of member corporate churches.”

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

“The organization is made up of member corporate churches who send delegates from their respective congregations to the annual meeting. The delegates approve and install the board of directors and memorial foundation trustees.”

Form 990, Part VI, Section B, Line 11

“Each board member will receive an electronic copy of form 990 for their review prior to submission.”

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

“Annual disclosure of conflict of interest and requirement to notify. Board members abstain from voting on motions that represent a conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The executive committee of the board sets compensation for the ceo based upon performance, merit, and leading age state and national salary survey comparisons. The decision process is documented in the board minutes. The ceo determines compensation for other key employees.”

Form 990, Part VI, Section C, Line 19

“All documents are made available to the public as required upon request. The financial statements are also available on the guidestar website and at www.bartelscommunity.org”

Filing and Contact Details

Filer

Filer Name
Bartels Lutheran Home
EIN
42-0752685
Phone
3193524540
Address
1922 5TH AVE NW, WAVERLY, IA 50677
Doing Business As
Bartels Lutheran Retirement Community

Signing Officer

Name
Debra Schroeder
Title
President & CEO
Phone
3193524540
Signed
2016-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Schroeder
Formed
1950
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
354
Volunteers
46

Preparer

Firm
Ryun Givens & Company Plc
Address
2900 100TH STREET SUITE 301, URBANDALE, IA 50322
Preparer
Curtis E Brand CPA
Phone
5152253141
Supplemental Narrative

Additional Explanations

Form 990. Part XI, Line 2C

“The board of directors are responsible for the financial statements and the audit of the organization. The board is also responsible for selecting the independant auditors to perform the audit. There has been no change in the process from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds have been established for employee scholarships.”

PART X, LINE 2:

“The organization has adopted the accounting standard regarding "accounting for uncertain tax positions". This standard provides detailed guidance for financial statement recognition, measurement, and disclosure of uncertain tax positions recognized in the entity's financial statements. It requires an entity to recognize the financial statement benefit of a tax position when it is more likely than not that the position will be sustained upon examination. The adoption of this standard had no material effect on the organization's financial position, results of operations, or cash flow.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on disposal of fixed assets -6,632.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on disposal of fixed assets 6,632.”

Raw XML AppendixShowing 400 of 832 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/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt96447
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt104132
IRS990/Form990PartVIISectionAGrp/PersonNm0DR ANN RATHE
IRS990/Form990PartVIISectionAGrp/PersonNm1PAULA GEISE
IRS990/Form990PartVIISectionAGrp/PersonNm2JOAN HEADINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm3RICH CARLSON
IRS990/Form990PartVIISectionAGrp/PersonNm4PAM BRICKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5BOB BRUNKHORST
IRS990/Form990PartVIISectionAGrp/PersonNm6REV DENNIS DICKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL LITTERER
IRS990/Form990PartVIISectionAGrp/PersonNm8KEITH COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm9DEBRA SCHROEDER
IRS990/Form990PartVIISectionAGrp/PersonNm10CYNTHIA SCHAKE
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/ReportableCompFromOrgAmt9176247
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10101279
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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP OF BUSINESS SERVICES
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-6632
IRS990/GainOrLossGrp/SecuritiesAmt0331
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt09849
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0331
IRS990/GrossReceiptsAmt012733078
IRS990/GroupExemptionNum09386
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InterestGrp/ProgramServicesAmt0811036
IRS990/InterestGrp/TotalAmt0811036
IRS990/InventoriesForSaleOrUseGrp/BOYAmt051517
IRS990/InventoriesForSaleOrUseGrp/EOYAmt055868
IRS990/InvestmentIncomeGrp/ExclusionAmt0176289
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0176289
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0119865
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0122251
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt059
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011779045
IRS990/LandBldgEquipBasisNetGrp/BOYAmt021658723
IRS990/LandBldgEquipBasisNetGrp/EOYAmt022007364
IRS990/LandBldgEquipCostOrOtherBssAmt033786409
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt06632
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BARTELS LUTHERAN RETIREMENT COMMUNITY OFFERS MULTILEVEL RETIREMENT LIVING OPTIONS AND ENHANCES LIVES THROUGH QUALITY SERVICES AND CHRISTIAN CARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09481594
IRS990/NetAssetsOrFundBalancesEOYAmt09720459
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-6301
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-6301
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-63826
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt072950
IRS990/OccupancyGrp/ProgramServicesAmt0564487
IRS990/OccupancyGrp/TotalAmt0637437
IRS990/OfficeExpensesGrp/FundraisingAmt010799
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt026494
IRS990/OfficeExpensesGrp/ProgramServicesAmt0372441
IRS990/OfficeExpensesGrp/TotalAmt0409734
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03324746
IRS990/OtherAssetsTotalGrp/EOYAmt03179379
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02022
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt041837
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0425139
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0468998
IRS990/OtherExpensesGrp/Desc0THERAPY CHARGES
IRS990/OtherExpensesGrp/Desc1FOOD AND CATERING
IRS990/OtherExpensesGrp/Desc2CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc3NURSING SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0559497
IRS990/OtherExpensesGrp/ProgramServicesAmt1540725
IRS990/OtherExpensesGrp/ProgramServicesAmt2453604
IRS990/OtherExpensesGrp/ProgramServicesAmt3380090
IRS990/OtherExpensesGrp/TotalAmt0559497
IRS990/OtherExpensesGrp/TotalAmt1540725
IRS990/OtherExpensesGrp/TotalAmt2453604
IRS990/OtherExpensesGrp/TotalAmt3380090
IRS990/OtherLiabilitiesGrp/BOYAmt0252789
IRS990/OtherLiabilitiesGrp/EOYAmt0264267
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt058333
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0248148
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05245169
IRS990/OtherSalariesAndWagesGrp/TotalAmt05551650
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04071
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt043501
IRS990/PayrollTaxesGrp/ProgramServicesAmt0362258
IRS990/PayrollTaxesGrp/TotalAmt0409830
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt018912
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt060467
IRS990/PensionPlanContributionsGrp/TotalAmt079379
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0117330
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0119655
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt068551
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt071684
IRS990/PrincipalOfficerNm0DEBRA SCHROEDER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1MEDICARE/MEDICAID PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc2EH ADVANCE DEPOSITS
IRS990/ProgramServiceRevenueGrp/Desc3MEALS/CABLE/VENDING
IRS990/ProgramServiceRevenueGrp/Desc4BEAUTICIAN RENT
IRS990/ProgramServiceRevenueGrp/ExclusionAmt023286
IRS990/ProgramServiceRevenueGrp/ExclusionAmt115000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06739647
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14686281
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2459277
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06739647
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14686281
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2459277
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt323286
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt415000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01247703
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0148287
IRS990/PYOtherExpensesAmt05382688
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt011973649
IRS990/PYRevenuesLessExpensesAmt01435742
IRS990/PYSalariesCompEmpBnftPaidAmt06551209
IRS990/PYTotalExpensesAmt011933897
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013369639
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0302691
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt011885205
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09685635
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010535768
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt069948
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt026873
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt023582
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt056425
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt054426
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0231254
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0632967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01247703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0313067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0438197
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0644033
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03275967
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0176289
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0148434
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0124567
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0111103
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0141214
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0701607
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011885205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011941160
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011798807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011291278
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09889848
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt056806298
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt038286
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt032489
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt052890
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt042553
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt040877

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,447,983
Liabilities
$26,727,524
Net assets
$9,720,459
Revenue
$12,726,446
Expenses
$12,423,755
Net income
$302,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.2$35.8$6.36$14.5$15.7$1.15
2023Summary only. Only limited summary data is available for this year.$41.7$34.3$7.38$14.2$14.8$0.59
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.0$33.5$7.50$12.2$14.7$2.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.5$32.0$10.5$12.3$12.9$0.69
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.5$31.3$11.2$15.0$13.5$1.55
2019Summary only. Only limited summary data is available for this year.$40.6$31.0$9.57$13.2$13.2$0.08
2018Summary only. Only limited summary data is available for this year.$39.6$30.0$9.62$11.7$12.2$0.46
2017Summary only. Only limited summary data is available for this year.$39.3$27.7$11.6$13.2$12.5$0.66
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.3$26.4$10.9$13.6$12.5$1.13
2015Detailed filing. Detailed filing data is available for this year.$36.4$26.7$9.72$12.7$12.4$0.30
2014Detailed filing. Detailed filing data is available for this year.$35.7$26.2$9.48$13.4$11.9$1.44
2013Detailed filing. Detailed filing data is available for this year.$32.7$24.5$8.16$12.3$11.6$0.65
2012Summary only. Only limited summary data is available for this year.$31.0$23.5$7.53$11.9$10.9$0.94
2011Summary only. Only limited summary data is available for this year.$29.4$22.9$6.56$10.7$10.0$0.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$22.9$5.91$9.48