Civic Intelligence

Bartels Lutheran Home

990 • Fiscal year 2017 • EIN 42-0752685

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 30, 2018

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

82nd percentile

0.71x

Higher debt load relative to assets than 82% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

86th percentile

2.10x

Higher debt load relative to revenue than 86% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

57th percentile

5.0%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

34th percentile

$189,791

Higher top officer pay than 34% of similar nonprofits.

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

52nd percentile

5.2%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-3.2%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Flat

$39,260,874

Flat from 2017

Net Assets

Flat

$11,580,884

Flat from 2017

Liabilities

Flat

$27,679,990

Flat from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin57th percentile

Revenue

Flat

$13,197,804

Flat from 2017

Expenses

Flat

$12,537,674

Flat from 2017

Net Income

Flat

$660,130

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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 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

2017

Assets$39,260,874
Liabilities$27,679,990
Net Assets$11,580,884
Open 2017 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 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

2017

Revenue$13,197,804
Expenses$12,537,674
Net Income$660,130
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 30, 2018
Return Version
2017v2.2
Gross Receipts
$13,197,804
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$23,092,284$25,864,055▲ $2,771,771
Savings and Temporary Cash Investments$10,943,594$9,028,023▼ $1,915,571
Investments Other Securities$125,270$3,327,524▲ $3,202,254
Accounts Receivable$547,356$427,208▼ $120,148
Pledges and Grants Receivable$594,292$357,701▼ $236,591
Prepaid Expenses and Deferred Charges$75,024$256,363▲ $181,339
Inventories for Sale or Use$70,837--
Cash and Non-Interest-Bearing Accounts$400--
Total Assets$37,318,599$39,260,874▲ $1,942,275
Other Assets Total$1,869,542$0▼ $1,869,542
Liabilities
Deferred Revenue$14,024,676$16,001,208▲ $1,976,532
Tax Exempt Bond Liabilities$11,514,558$10,969,862▼ $544,696
Accounts Payable and Accrued Expenses$608,418$708,920▲ $100,502
Other Liabilities$287,628$0▼ $287,628
Total Liabilities$26,435,280$27,679,990▲ $1,244,710
Net Assets / Fund Balance
Unrestricted Net Assets$9,476,735$10,809,796▲ $1,333,061
Temporarily Rstr Net Assets$1,284,254$646,508▼ $637,746
Permanently Rstr Net Assets$122,330$124,580▲ $2,250
Total Net Assets Fund Balance$10,883,319$11,580,884▲ $697,565
Total Liabilities and Net Assets / Fund Balance$37,318,599$39,260,874▲ $1,942,275

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$24,102,208$13,935,605$38,037,813
Land$1,761,847-$1,761,847
Other Securities$483,938--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$122,330$2,250--$124,580
2016$119,655$2,675--$122,330
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
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debra SchroederPresident/CEOFT$156,606$33,185$189,791
Cynthia SchakeVP of Business ServicesFT$110,968$5,670$116,638
Barbara BridgesVice President/bus DevFT$80,451$11,524$91,975

Board Members and Trustees

NameTitle
Paula GeiseChair
Pam BrickmanVice Chair
Bob BrunkhorstDirector
Dr Anne RatheDirector
Mark AndersonDirector
Rich CarlsonDirector
Russell AdamsDirector
Steve EgliDirector
Mike LittererSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Peters Construction CorpGeneral Contractor901 BLACK HAWK ROAD, Waterloo, IA 50701$1,864,720
Morrison Management SpecialistsDining ServicesPO BOX 102289, Atlanta, GA 30368$1,033,372
Northern Iowa TherapyTherapy Services217 EAST BREMER AVE, Waverly, IA 50677$541,491
Cedar Valley Building SupplySub Contractor431 E DUNKERTON ROAD, Dunkerton, IA 50626$447,352
Steege Construction INCSub Contractor2601 EASTON AVE, Waverly, IA 50677$435,834
Revenue and Support

Revenue Composition

Contributions and Grants
$1,211,054
Program Service Revenue
$11,827,489
Investment Income
$159,261
Other Revenue
$0
All Other Contributions
$968,254
Change in Net Assets
$660,130

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,189,119
Revenue Not Reported on Financial Statements
$8,685
Revenue Not Reported on Form 990
$37,419
Other Revenue Adjustments
$8,685
Total Revenue per Audited Statements
$13,226,538
Total Revenue per Form 990
$13,197,804
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,267,134
Other Expenses$5,270,540
Total Fundraising Expense$35,780
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,234,897$534,714-$5,769,611
Depreciation Depletion$1,150,981--$1,150,981
Other Employee Benefits$551,713$93,604-$645,317
Payroll Taxes$381,229$67,685-$448,914
Interest$426,203--$426,203
Current Officers, Directors, Trustees, and Key Employees-$403,292-$403,292
Other Expenses$200,078$64,437-$264,515
Fees for Services Legal-$183,469-$183,469
Fees for Services Other$161,859$12,351-$174,210
Travel-$107,509-$107,509
Insurance$30,719$70,585-$101,304
Advertising-$43,894$35,780$79,674
All Other Expenses$67,177$337-$67,514
Conferences and Meetings$21,875$2,473-$24,348
Total Functional Expenses$10,877,450$1,624,444$35,780$12,537,674

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,537,674
Total Expenses per Form 990$12,537,674
Total Expenses per Audited Statements$12,528,973
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-8,701
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Richard SchroederSpouse to President/ceoCompensation Paid as Ev Construction CoordinatorNo$41,666
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIowa Finance Authority2015-11-18$8,595,000REFINANCE OF 2005 BONDS
BIowa Finance Authority2016-10-14$3,555,000REFINANCE OF 2005 BONDS

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$8,595,000$8,430,503$949,033$164,497
B$3,555,000$3,555,000$231,106-

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
Yes
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 11B

“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
2018-08-30
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
332
Volunteers
168

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 9:

“ROUNDING 16.”

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:

“Amounts reclassified to expenses 8,685.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rounding -16. Amounts reclassified from revenues -8,685.”

Raw XML AppendixShowing 400 of 757 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/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt98109
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt105670
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1111524
IRS990/Form990PartVIISectionAGrp/PersonNm0PAULA GEISE
IRS990/Form990PartVIISectionAGrp/PersonNm1PAM BRICKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2MIKE LITTERER
IRS990/Form990PartVIISectionAGrp/PersonNm3BOB BRUNKHORST
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5RICH CARLSON
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVE EGLI
IRS990/Form990PartVIISectionAGrp/PersonNm7DR ANNE RATHE
IRS990/Form990PartVIISectionAGrp/PersonNm8RUSSELL ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm9DEBRA SCHROEDER
IRS990/Form990PartVIISectionAGrp/PersonNm10CYNTHIA SCHAKE
IRS990/Form990PartVIISectionAGrp/PersonNm11BARBARA BRIDGES
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/ReportableCompFromOrgAmt9181682
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10110968
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1180451
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT/BUS DEV
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt013197804
IRS990/GroupExemptionNum09386
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt070585
IRS990/InsuranceGrp/ProgramServicesAmt030719
IRS990/InsuranceGrp/TotalAmt0101304
IRS990/InterestGrp/ProgramServicesAmt0426203
IRS990/InterestGrp/TotalAmt0426203
IRS990/InventoriesForSaleOrUseGrp/BOYAmt070837
IRS990/InvestmentIncomeGrp/ExclusionAmt0159261
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0159261
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0125270
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03327524
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt058
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013935605
IRS990/LandBldgEquipBasisNetGrp/BOYAmt023092284
IRS990/LandBldgEquipBasisNetGrp/EOYAmt025864055
IRS990/LandBldgEquipCostOrOtherBssAmt039799660
IRS990/LegalDomicileStateCd0IA
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/NetAssetsOrFundBalancesBOYAmt010883319
IRS990/NetAssetsOrFundBalancesEOYAmt011580884
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt037419
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01869542
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt016
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt093604
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0551713
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0645317
IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010580
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt129514
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt264437
IRS990/OtherExpensesGrp/ProgramServicesAmt01211173
IRS990/OtherExpensesGrp/ProgramServicesAmt1957636
IRS990/OtherExpensesGrp/ProgramServicesAmt2481910
IRS990/OtherExpensesGrp/ProgramServicesAmt3200078
IRS990/OtherExpensesGrp/TotalAmt01211173
IRS990/OtherExpensesGrp/TotalAmt1968216
IRS990/OtherExpensesGrp/TotalAmt2511424
IRS990/OtherExpensesGrp/TotalAmt3264515
IRS990/OtherLiabilitiesGrp/BOYAmt0287628
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0534714
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05234897
IRS990/OtherSalariesAndWagesGrp/TotalAmt05769611
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt067685
IRS990/PayrollTaxesGrp/ProgramServicesAmt0381229
IRS990/PayrollTaxesGrp/TotalAmt0448914
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0122330
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0124580
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0594292
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0357701
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt075024
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0256363
IRS990/PrincipalOfficerNm0DEBRA SCHROEDER
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0ROUTINE SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1OTHER ANCILLARY REVENUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011727489
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1100000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011727489
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1100000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01249331
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0194956
IRS990/PYOtherExpensesAmt05379974
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt012190776
IRS990/PYRevenuesLessExpensesAmt01127842
IRS990/PYSalariesCompEmpBnftPaidAmt07053877
IRS990/PYTotalExpensesAmt012507221
IRS990/PYTotalProfFndrsngExpnsAmt073370
IRS990/PYTotalRevenueAmt013635063
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0660130
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0242800
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt011827489
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010943594
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09028023
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt076934
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt069948
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt026873
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt023582
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0197337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01211054
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01249331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0632967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01247703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0313067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04654122
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0159261
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0206453
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0176289
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0148434
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0124567
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0815004
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011827489
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012142710
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011885205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011941160
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011798807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt059595371
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt048066
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt038286
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt032489
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt052890
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0171731
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0159261
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0206453
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0176289
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0148434
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0124567
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0815004
IRS990ScheduleA/InvestmentIncomeCYPct00.01250
IRS990ScheduleA/InvestmentIncomePYPct00.01200
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98450
IRS990ScheduleA/PublicSupportPY509Pct00.98400
IRS990ScheduleA/PublicSupportTotal509Amt064223887
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt076934
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt069948
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt026873
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt023582
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0197337
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013038543
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013440107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt012556458
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013221352

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,260,874
Liabilities
$27,679,990
Net assets
$11,580,884
Revenue
$13,197,804
Expenses
$12,537,674
Net income
$660,130
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
2017Detailed filing. Detailed filing data is available for this year.$39.3$27.7$11.6$13.2$12.5$0.66
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