Civic Intelligence

Sunrise Manor

990 • Fiscal year 2013 • EIN 42-0805391

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 31, 2014

Organization ProfileWWW.SUNRISERETIREMENT.COM

View Organization Page

5501 Gordon Drive51106

(712) 276-3821

Siviq Scores

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

Liabilities / Assets

91st percentile

0.94x

Higher debt load relative to assets than 91% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

92nd percentile

3.85x

Higher debt load relative to revenue than 92% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Net Margin

21st percentile

-3.4%

Higher net margin than 21% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

19th percentile

$128,181

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Asset Growth

20th percentile

-2.3%

Faster asset growth than 20% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets91st percentile

Assets

Flat

$32,931,205

Flat from 2013

Net Assets

Flat

$2,019,236

Flat from 2013

Liabilities

Flat

$30,911,969

Flat from 2013

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin21st percentile

Revenue

Flat

$8,038,503

Flat from 2013

Expenses

Flat

$8,310,929

Flat from 2013

Net Income

Flat

-$272,426

Flat from 2013

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$40M$30M$20M$10M$0-$10MAssets 2010: $20,954,508Liabilities 2010: $16,418,193Net Assets 2010: $4,536,3152010Assets 2011: $25,163,012Liabilities 2011: $20,803,345Net Assets 2011: $4,359,6672011Assets 2012: $33,692,086Liabilities 2012: $31,400,424Net Assets 2012: $2,291,6622012Assets 2013: $32,931,205Liabilities 2013: $30,911,969Net Assets 2013: $2,019,2362013Assets 2013: $32,931,205Liabilities 2013: $30,911,969Net Assets 2013: $2,019,2362013Assets 2014: $30,991,022Liabilities 2014: $29,428,705Net Assets 2014: $1,562,3172014Assets 2015: $30,401,058Liabilities 2015: $28,832,356Net Assets 2015: $1,568,7022015Assets 2016: $29,879,147Liabilities 2016: $27,955,693Net Assets 2016: $1,923,4542016Assets 2017: $28,971,948Liabilities 2017: $27,319,225Net Assets 2017: $1,652,7232017Assets 2018: $27,927,365Liabilities 2018: $28,002,156Net Assets 2018: -$74,7912018Assets 2019: $27,831,304Liabilities 2019: $28,135,405Net Assets 2019: -$304,1012019Assets 2020: $27,639,625Liabilities 2020: $27,483,954Net Assets 2020: $155,6712020Assets 2021: $24,650,539Liabilities 2021: $27,185,772Net Assets 2021: -$2,535,2332021Assets 2022: $23,495,778Liabilities 2022: $27,306,534Net Assets 2022: -$3,810,7562022Assets 2023: $22,642,480Liabilities 2023: $27,211,853Net Assets 2023: -$4,569,3732023Assets 2024: $21,604,575Liabilities 2024: $27,126,157Net Assets 2024: -$5,521,5822024

Highlighted filing

2013

Assets$32,931,205
Liabilities$30,911,969
Net Assets$2,019,236
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $8,193,0492010Expenses 2011: $8,678,1382011Expenses 2012: $10,677,0392012Revenue 2013: $8,038,503Expenses 2013: $8,310,929Net Income 2013: -$272,4262013Revenue 2013: $8,038,503Expenses 2013: $8,310,929Net Income 2013: -$272,4262013Revenue 2014: $8,475,319Expenses 2014: $8,766,324Net Income 2014: -$291,0052014Revenue 2015: $8,961,360Expenses 2015: $8,950,597Net Income 2015: $10,7632015Revenue 2016: $9,630,934Expenses 2016: $9,288,754Net Income 2016: $342,1802016Revenue 2017: $9,223,849Expenses 2017: $9,484,304Net Income 2017: -$260,4552017Revenue 2018: $9,256,652Expenses 2018: $9,485,153Net Income 2018: -$228,5012018Revenue 2019: $9,817,044Expenses 2019: $10,048,942Net Income 2019: -$231,8982019Revenue 2020: $10,892,653Expenses 2020: $10,470,487Net Income 2020: $422,1662020Revenue 2021: $11,862,314Expenses 2021: $13,547,204Net Income 2021: -$1,684,8902021Revenue 2022: $13,050,018Expenses 2022: $14,203,286Net Income 2022: -$1,153,2682022Revenue 2023: $14,133,517Expenses 2023: $14,933,376Net Income 2023: -$799,8592023Revenue 2024: $14,487,073Expenses 2024: $15,474,802Net Income 2024: -$987,7292024

Highlighted filing

2013

Revenue$8,038,503
Expenses$8,310,929
Net Income-$272,426
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 31, 2014
Return Version
2013v3.0
Gross Receipts
$8,055,612
Mission and Program Overview

Mission

Provide housing and services to siouxland's elderly in a way that insures a physical and care environment which maximizes the dignity and independence of each resident.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$26,576,553$25,659,014▼ $917,539
Savings and Temporary Cash Investments$2,424,966$2,670,906▲ $245,940
Accounts Receivable$458,292$514,226▲ $55,934
Cash and Non-Interest-Bearing Accounts$3,567$145,194▲ $141,627
Pledges and Grants Receivable$206,140$112,025▼ $94,115
Prepaid Expenses and Deferred Charges$58,679$57,032▼ $1,647
Inventories for Sale or Use$48,717$45,698▼ $3,019
Total Assets$33,692,086$32,931,205▼ $760,881
Other Assets Total$3,915,172$3,727,110▼ $188,062
Liabilities
Tax Exempt Bond Liabilities$24,156,685$24,168,796▲ $12,111
Mortgage Notes Payable Secured by Investment Property$2,410,000$2,410,000→ $0
Deferred Revenue$2,183,804$2,227,690▲ $43,886
Accounts Payable and Accrued Expenses$516,333$1,092,649▲ $576,316
Other Liabilities$2,093,628$1,012,834▼ $1,080,794
Unsecured Notes Loans Payable$39,974$0▼ $39,974
Total Liabilities$31,400,424$30,911,969▼ $488,455
Net Assets / Fund Balance
Unrestricted Net Assets$2,068,804$1,769,877▼ $298,927
Temporarily Rstr Net Assets$222,858$249,359▲ $26,501
Total Net Assets Fund Balance$2,291,662$2,019,236▼ $272,426
Total Liabilities and Net Assets / Fund Balance$33,692,086$32,931,205▼ $760,881

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$24,325,704$7,574,904$31,900,608
Equipment$916,176$413,114$1,329,290
Other Land Buildings$211,812$233,534$445,346
Land$205,322-$205,322
Other Assets Org$67,624--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2009$127,371--$127,371-
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bev ZenorChief Executive OfficerFT$115,806$12,375$128,181
Alan BruinsmaAdministratorFT$103,313$12,894$116,207
Hallie SalmenChief Financial OfficerFT$85,690$460$86,150

Board Members and Trustees

NameTitle
Larry BookPast President
Tom GrimsleyPresident
Dr Thomas PadgettVice President
Corey WrennDirector
Donald KelseyDirector
Dr Barbara CondonDirector
Dr Carolyn LemanDirector
Dr William Bud ZiebellDirector
Howard LoganDirector
John AndersonDirector
Michael GunschDirector
Peter ThoreenDirector
Dr Mary KovarnaSecretary
Richard KeithTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Aegis TherapiesContracted Therapies-$394,759
Revenue and Support

Revenue Composition

Contributions and Grants
$139,305
Program Service Revenue
$7,884,552
Investment Income
$7,561
Other Revenue
$7,085
All Other Contributions
$108,200
Change in Net Assets
$-272,426

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,044,378
Revenue Not Reported on Financial Statements
$-5,875
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-5,875
Total Revenue per Audited Statements
$8,044,378
Total Revenue per Form 990
$8,038,503
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,326,239
Salaries, Compensation, and Employee Benefits$3,984,690
Total Fundraising Expense$94,518
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,924,543$219,536$55,444$3,199,523
Interest$1,064,822--$1,064,822
Depreciation Depletion$1,062,465--$1,062,465
Occupancy$407,620--$407,620
Other Employee Benefits$300,287$30,396$5,693$336,376
Payroll Taxes$201,613$29,025$3,822$234,460
Current Officers, Directors, Trustees, and Key Employees-$214,331-$214,331
Other Expenses$56,443$81,157-$137,600
Advertising$99,097$7,320-$106,417
Office Expenses$5,388$66,452$29,559$101,399
Fees for Services Other-$94,907-$94,907
Insurance$7,142$56,476-$63,618
All Other Expenses$20,507$25,769-$46,276
Conferences and Meetings$22,387--$22,387
Travel$19,448$1,107-$20,555
Total Functional Expenses$7,375,315$841,096$94,518$8,310,929

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,316,804
Expenses per Audited Statements$8,310,929
Total Expenses per Form 990$8,310,929
Expenses Not Reported on Form 990$5,875
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,234
Fundraising Gross Income$11,234
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$42,339$11,234$1,125$10,109
Total Events$42,339$11,234$12,625$-1,391
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Fountain View$871,227
Cottage & Pointe Deposits$141,607

Bond Issues

BondIssuerIssuedIssue PricePurpose
A52-16998862012-10-11$24,156,685Refund prior bonds; finance project;fund debt service fund
C42-09376012011-08-03$10,000,000Construction of a 36-unit skilled nursing facility and 46-unit assisted livi
B42-60048682008-05-29$9,000,000Construction of a 62-unit independent living building
A42-60052212008-05-29$3,000,000Current refund bond anticipation note series 2007
D42-60052212011-08-03$380,000Construction of a 36-unit skilled nursing facility and 46-unit assisted livi

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$24,156,685-$3,000,000$483,134
A----
B--$9,000,000-
C--$10,000,000-
D--$380,000-

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
Yes
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 B, Line 11

“The finance committee of the board will review the 990 before it is submitted.”

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

“Directors receive a copy of the conflict of interest policy each year. Directors are required to certify that they have received a copy and that they have read, understand and agree with the policy.”

Form 990, Part VI, Section B, Line 15

“Executive committee of the board of directors reviews wage & benefit surveys prepared by an independent organization, noting salary ranges for similar sized organizations & determines wages to be offered to executive director & administrator. This decision is reviewed by the full board of directors and approved.”

Form 990, Part VI, Section C, Line 18

“Form 990 and supporting documents are available from the organization upon request. Additionally, a public website called guidestar makes certain parts of the 990 available to the general public.”

Form 990, Part VI, Section C, Line 19

“The governing documents along with the financial statements are available to interested parties upon request from the business office of sunrise retirement community.”

Filing and Contact Details

Filer

EIN
42-0805391
Phone
7122763821

Signing Officer

Name
Beverly Zenor
Title
CEO
Phone
7122763821
Signed
2014-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beverly Zenor
Formed
1956
Legal Domicile
Ia
Voting Board Members
14
Independent Board Members
14
Employees
125
Volunteers
225

Preparer

Preparer
Curtis E Brand CPA
Phone
5152253141
Supplemental Narrative

Financial Statement Notes

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 flows. The organization's federal returns of organization exempt from income taxes (forms 990) for 2010, 2011 and 2012 remain subject to examination by the irs, generally for three years after they were filed.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“RENTAL EXPENSES -5,875.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 5,875.”

Raw XML AppendixShowing 400 of 912 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0516333
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01092649
IRS990/AccountsReceivableGrp/BOYAmt0458292
IRS990/AccountsReceivableGrp/EOYAmt0514226
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HOUSING AND SERVICES TO SIOUXLAND'S ELDERLY IN A WAY THAT INSURES A PHYSICAL AND CARE ENVIRONMENT WHICH MAXIMIZES THE DIGNITY AND INDEPENDENCE OF EACH RESIDENT.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt07320
IRS990/AdvertisingGrp/ProgramServicesAmt099097
IRS990/AdvertisingGrp/TotalAmt0106417
IRS990/AllOtherContributionsAmt0108200
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt025769
IRS990/AllOtherExpensesGrp/ProgramServicesAmt020507
IRS990/AllOtherExpensesGrp/TotalAmt046276
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10HALLIE SALMEN
IRS990/BooksInCareOfDetail/PhoneNum07122763821
IRS990/BooksInCareOfDetail/USAddress/AddressLine105501 GORDON DRIVE
IRS990/BooksInCareOfDetail/USAddress/City0SIOUX CITY
IRS990/BooksInCareOfDetail/USAddress/State0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode051106
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt03567
IRS990/CashNonInterestBearingGrp/EOYAmt0145194
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0214331
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0214331
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt022387
IRS990/ConferencesMeetingsGrp/TotalAmt022387
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0394759
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine107160 DALLAS PARKWAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0PLANO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode075024
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10AEGIS THERAPIES
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACTED THERAPIES
IRS990/ContriRptFundraisingEventAmt031105
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0139305
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07561
IRS990/CYOtherExpensesAmt04326239
IRS990/CYOtherRevenueAmt07085
IRS990/CYProgramServiceRevenueAmt07884552
IRS990/CYRevenuesLessExpensesAmt0-272426
IRS990/CYSalariesCompEmpBnftPaidAmt03984690
IRS990/CYTotalExpensesAmt08310929
IRS990/CYTotalFundraisingExpenseAmt094518
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08038503
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt02183804
IRS990/DeferredRevenueGrp/EOYAmt02227690
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01062465
IRS990/DepreciationDepletionGrp/TotalAmt01062465
IRS990/Desc0PROVIDED SKILLED NURSING AND NURSING FACILITY LEVELS OF CARE FOR 2,229 AND 20,745 BED DAYS, RESPECTIVELY; OPERATED INDEPENDENT LIVING FACILITY WITH 114 UNITS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0125
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt07375315
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt094907
IRS990/FeesForServicesOtherGrp/TotalAmt094907
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1412375
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt15460
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1612894
IRS990/Form990PartVIISectionAGrp/PersonNm0TOM GRIMSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1DR THOMAS PADGETT
IRS990/Form990PartVIISectionAGrp/PersonNm2DR MARY KOVARNA
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD KEITH
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5LARRY BOOK
IRS990/Form990PartVIISectionAGrp/PersonNm6DR BARBARA CONDON
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL GUNSCH
IRS990/Form990PartVIISectionAGrp/PersonNm8DONALD KELSEY
IRS990/Form990PartVIISectionAGrp/PersonNm9DR CAROLYN LEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10HOWARD LOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm11PETER THOREEN
IRS990/Form990PartVIISectionAGrp/PersonNm12COREY WRENN
IRS990/Form990PartVIISectionAGrp/PersonNm13DR WILLIAM BUD ZIEBELL
IRS990/Form990PartVIISectionAGrp/PersonNm14BEV ZENOR
IRS990/Form990PartVIISectionAGrp/PersonNm15HALLIE SALMEN
IRS990/Form990PartVIISectionAGrp/PersonNm16ALAN BRUINSMA
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/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14115806
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1585690
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16103313
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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt031105
IRS990/FundraisingDirectExpensesAmt011234
IRS990/FundraisingGrossIncomeAmt011234
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08055612
IRS990/GrossRentsGrp/RealAmt012960
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt056476
IRS990/InsuranceGrp/ProgramServicesAmt07142
IRS990/InsuranceGrp/TotalAmt063618
IRS990/InterestGrp/ProgramServicesAmt01064822
IRS990/InterestGrp/TotalAmt01064822
IRS990/InventoriesForSaleOrUseGrp/BOYAmt048717
IRS990/InventoriesForSaleOrUseGrp/EOYAmt045698
IRS990/InvestmentIncomeGrp/ExclusionAmt07561
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07561
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt053
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08221552
IRS990/LandBldgEquipBasisNetGrp/BOYAmt026576553
IRS990/LandBldgEquipBasisNetGrp/EOYAmt025659014
IRS990/LandBldgEquipCostOrOtherBssAmt033880566
IRS990/LegalDomicileStateCd0IA
IRS990/LessRentalExpensesGrp/RealAmt05875
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HOUSING AND SERVICES TO SIOUXLAND'S ELDERLY IN A WAY THAT INSURES A PHYSICAL AND CARE ENVIRONMENT WHICH MAXIMIZES THE DIGNITY AND INDEPENDENCE OF EACH RESIDENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02410000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02410000
IRS990/NetAssetsOrFundBalancesBOYAmt02291662
IRS990/NetAssetsOrFundBalancesEOYAmt02019236
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt07085
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt07085
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt01525
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0407620
IRS990/OccupancyGrp/TotalAmt0407620
IRS990/OfficeExpensesGrp/FundraisingAmt029559
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt066452
IRS990/OfficeExpensesGrp/ProgramServicesAmt05388
IRS990/OfficeExpensesGrp/TotalAmt0101399
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03915172
IRS990/OtherAssetsTotalGrp/EOYAmt03727110
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05693
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030396
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0300287
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0336376
IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc1FOOD AND DIETICIAN
IRS990/OtherExpensesGrp/Desc2SUPPLIES AND SMALL EQUI
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014620
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt181157
IRS990/OtherExpensesGrp/ProgramServicesAmt0594356
IRS990/OtherExpensesGrp/ProgramServicesAmt1319899
IRS990/OtherExpensesGrp/ProgramServicesAmt2269298
IRS990/OtherExpensesGrp/ProgramServicesAmt356443
IRS990/OtherExpensesGrp/TotalAmt0608976
IRS990/OtherExpensesGrp/TotalAmt1319899
IRS990/OtherExpensesGrp/TotalAmt2269298
IRS990/OtherExpensesGrp/TotalAmt3137600
IRS990/OtherLiabilitiesGrp/BOYAmt02093628
IRS990/OtherLiabilitiesGrp/EOYAmt01012834
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt055444
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0219536
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02924543
IRS990/OtherSalariesAndWagesGrp/TotalAmt03199523
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03822
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029025
IRS990/PayrollTaxesGrp/ProgramServicesAmt0201613
IRS990/PayrollTaxesGrp/TotalAmt0234460
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0206140
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0112025
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt058679
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt057032
IRS990/PrincipalOfficerNm0BEVERLY ZENOR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0ROUTINE CARE SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1INDEPENDENT LIVING
IRS990/ProgramServiceRevenueGrp/Desc2ADVANCE FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3ANCILLARY SERVICES
IRS990/ProgramServiceRevenueGrp/Desc4MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05466489
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12034033
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2158704
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3124331
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4100995
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05466489
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12034033
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2158704
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3124331
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4100995
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0299478
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07997
IRS990/PYOtherExpensesAmt06304357
IRS990/PYOtherRevenueAmt09660
IRS990/PYProgramServiceRevenueAmt08291899
IRS990/PYRevenuesLessExpensesAmt0-2068005
IRS990/PYSalariesCompEmpBnftPaidAmt04372682
IRS990/PYTotalExpensesAmt010677039
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08609034
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-272426
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt07085
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07884552
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02424966
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02670906
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt024273
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt050750
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt030000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0143641
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0248664
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0150539
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0310614
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0384195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0567559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0481925
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01894832
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt020521
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017657
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt019681
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017162
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014745
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt089766
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07884552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08127730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08025236
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07777612

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,931,205
Liabilities
$30,911,969
Net assets
$2,019,236
Revenue
$8,038,503
Expenses
$8,310,929
Net income
-$272,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.6$27.1$5.52$14.5$15.5$0.99
2023Summary only. Only limited summary data is available for this year.$22.6$27.2$4.57$14.1$14.9$0.80
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$27.3$3.81$13.1$14.2$1.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.7$27.2$2.54$11.9$13.5$1.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$27.5$0.16$10.9$10.5$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.8$28.1$0.30$9.82$10.0$0.23
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.9$28.0$0.07$9.26$9.49$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.0$27.3$1.65$9.22$9.48$0.26
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.9$28.0$1.92$9.63$9.29$0.34
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$28.8$1.57$8.96$8.95$0.01
2014Detailed filing. Detailed filing data is available for this year.$31.0$29.4$1.56$8.48$8.77$0.29
2013Detailed filing. Detailed filing data is available for this year.$32.9$30.9$2.02$8.04$8.31$0.27
2013Summary only. Only limited summary data is available for this year.$32.9$30.9$2.02$8.04$8.31$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.7$31.4$2.29$10.7
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$20.8$4.36$8.68
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.0$16.4$4.54$8.19