Civic Intelligence

Sunrise Manor

990 • Fiscal year 2014 • EIN 42-0805391

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 21, 2015

Organization ProfileWWW.SUNRISERETIREMENT.COM

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5501 Gordon DriveSioux City, IA 51106

(712) 276-3821

Siviq Scores

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

Liabilities / Assets

91st percentile

0.95x

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

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

91st percentile

3.47x

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

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

20th percentile

-3.4%

Higher net margin than 20% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$138,802

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

11th percentile

-5.9%

Faster asset growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

54th percentile

5.4%

Faster revenue growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$30,991,022

Down $1,940,183 (-5.9%) from 2013

Net Assets

Down

$1,562,317

Down $456,919 (-23%) from 2013

Liabilities

Down

$29,428,705

Down $1,483,264 (-4.8%) from 2013

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin20th percentile

Revenue

Up

$8,475,319

Up $436,816 (+5.4%) from 2013

Expenses

Up

$8,766,324

Up $455,395 (+5.5%) from 2013

Net Income

Down

-$291,005

Down $18,579 (-6.8%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth11th 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 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

2014

Assets$30,991,022
Liabilities$29,428,705
Net Assets$1,562,317
Open 2014 Filing

Operations Trend

Revenue Growth54th percentile

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 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

2014

Revenue$8,475,319
Expenses$8,766,324
Net Income-$291,005
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 21, 2015
Return Version
2014v5.0
Gross Receipts
$8,507,004
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$25,659,014$24,519,815▼ $1,139,199
Savings and Temporary Cash Investments$2,670,906$2,407,655▼ $263,251
Loans From Officers Directors-$456,400-
Accounts Receivable$514,226$349,549▼ $164,677
Prepaid Expenses and Deferred Charges$57,032$78,292▲ $21,260
Inventories for Sale or Use$45,698$53,624▲ $7,926
Pledges and Grants Receivable$112,025$42,360▼ $69,665
Cash and Non-Interest-Bearing Accounts$145,194$25,583▼ $119,611
Total Assets$32,931,205$30,991,022▼ $1,940,183
Other Assets Total$3,727,110$3,514,144▼ $212,966
Liabilities
Tax Exempt Bond Liabilities$24,168,796$23,815,906▼ $352,890
Deferred Revenue$2,227,690$2,725,043▲ $497,353
Accounts Payable and Accrued Expenses$1,092,649$1,170,838▲ $78,189
Other Liabilities$1,012,834$836,918▼ $175,916
Mortgage Notes Payable Secured by Investment Property$2,410,000$423,600▼ $1,986,400
Total Liabilities$30,911,969$29,428,705▼ $1,483,264
Net Assets / Fund Balance
Unrestricted Net Assets$1,769,877$1,507,645▼ $262,232
Temporarily Rstr Net Assets$249,359$54,672▼ $194,687
Total Net Assets Fund Balance$2,019,236$1,562,317▼ $456,919
Total Liabilities and Net Assets / Fund Balance$32,931,205$30,991,022▼ $1,940,183

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$23,267,377$8,796,564$32,063,941
Equipment$804,044$555,125$1,359,169
Other Land Buildings$243,072$275,093$518,165
Land$205,322-$205,322
Other Assets Org$560--
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bev ZenorChief Executive OfficerFT$127,675$11,127$138,802
Hallie SalmenChief Financial OfficerFT$92,345$766$93,111

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
Richard HildebrandDirector
Dr Mary KovarnaSecretary
Richard KeithTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Aegis TherapiesContracted Therapies7160 DALLAS PARKWAY, Plano, TX 75024$369,792
Casey RoofingConstruction3615 TALBOT RD, Sioux City, IA 51103$108,720
Revenue and Support

Revenue Composition

Contributions and Grants
$177,894
Program Service Revenue
$8,245,949
Investment Income
$5,028
Other Revenue
$46,448
All Other Contributions
$171,394
Change in Net Assets
$-291,005

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,486,715
Revenue Not Reported on Financial Statements
$-11,396
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-11,396
Total Revenue per Audited Statements
$8,486,715
Total Revenue per Form 990
$8,475,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,590,281
Salaries, Compensation, and Employee Benefits$4,176,043
Total Fundraising Expense$115,787
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,044,030$181,480$73,712$3,299,222
Interest$1,082,601--$1,082,601
Depreciation Depletion$1,062,628--$1,062,628
Occupancy$470,445--$470,445
Other Employee Benefits$348,347$47,306$8,435$404,088
Payroll Taxes$207,600$28,193$5,027$240,820
Current Officers, Directors, Trustees, and Key Employees-$231,913-$231,913
All Other Expenses$62,845$75,464-$138,309
Other Expenses$254,065$110,189-$110,189
Fees for Services Other-$101,634-$101,634
Advertising$93,906$2,136-$96,042
Office Expenses$1,199$48,963$28,613$78,775
Insurance$15,189$12,415-$27,604
Conferences and Meetings$15,658--$15,658
Travel$8,781$2,076-$10,857
Fees for Services Legal$2,438--$2,438
Total Functional Expenses$7,808,768$841,769$115,787$8,766,324

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,777,720
Expenses per Audited Statements$8,766,324
Total Expenses per Form 990$8,766,324
Expenses Not Reported on Form 990$11,396
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 Gross Income$59,729
Fundraising Direct Expenses$20,289
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Concert$46,018$46,018$1,350$44,668
Golf Tournament$20,211$13,711-$13,711
Total Events$66,229$59,729$20,289$39,440
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
Bud ZiebellBoard Member, ResidentDeposit on 101 Eastview, Monthly Occupancy Fee, Real Estate Tax Pass Thru PaidNo$201,844
Peter ThoreenBoard Member, CEO at St. LukesInterest Payments on LoanNo$48,589
Tom GrimsleyCFO at Cw SuterReplacement of Furnaces & MaintenanceNo$25,330
Peter ThoreenBoard Member, CEO at St. LukesLab Services and Medicare Pharmacy Costs Paid to St Lukes Health SystemNo$7,919
John AndersonBoard MemberProfessional/legal FeesNo$2,431

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$456,400-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Fountain View$695,493
Cottage & Pointe Deposits$141,425

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIowa Finance Authority2012-10-11$24,156,685Refund prior bonds; finance project;fund debt service fund

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$24,156,685--$483,134

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
Yes
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 completed form 990 is made available by email to all board members prior to a board meeting (prior to the due date for the return). At the meeting the form 990 is summarized and reviewed, questions taken and discussion held. The form 990 is then authorized for filing.”

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

“By providing education to board members about the importance of compliance and transpaency annually, along with providing the opportunity for board memberrs to disclose any conflict of interest annually.”

Form 990, Part VI, Section B, Line 15

“The executive committee of the board gives the performance review for the ceo. As much data as can be obtained is given to the committee about comparable compensation-obtained from sources like ehalth care wage surveys and like communities in iowa.”

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

Filer Name
Sunrise Manor
EIN
42-0805391
Phone
7122763821
Address
5501 GORDON DRIVE, SIOUX CITY, IA 51106

Signing Officer

Name
Beverly Zenor
Title
CEO
Phone
7122763821
Signed
2015-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beverly Zenor
Formed
1956
Legal Domicile
Ia
Voting Board Members
15
Independent Board Members
15
Employees
137
Volunteers
236

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:

“Change in accounting principle -165,914.”

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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“RENTAL EXPENSES -11,396.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 11,396.”

Raw XML AppendixShowing 400 of 836 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/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.
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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/PersonNm14RICHARD HILDEBRAND
IRS990/Form990PartVIISectionAGrp/PersonNm15BEV ZENOR
IRS990/Form990PartVIISectionAGrp/PersonNm16HALLIE SALMEN
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/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15127675
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1692345
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/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt06500
IRS990/FundraisingDirectExpensesAmt020289
IRS990/FundraisingGrossIncomeAmt059729
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08507004
IRS990/GrossRentsGrp/RealAmt018404
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt012415
IRS990/InsuranceGrp/ProgramServicesAmt015189
IRS990/InsuranceGrp/TotalAmt027604
IRS990/InterestGrp/ProgramServicesAmt01082601
IRS990/InterestGrp/TotalAmt01082601
IRS990/InventoriesForSaleOrUseGrp/BOYAmt045698
IRS990/InventoriesForSaleOrUseGrp/EOYAmt053624
IRS990/InvestmentIncomeGrp/ExclusionAmt05028
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05028
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt046
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09626782
IRS990/LandBldgEquipBasisNetGrp/BOYAmt025659014
IRS990/LandBldgEquipBasisNetGrp/EOYAmt024519815
IRS990/LandBldgEquipCostOrOtherBssAmt034146597
IRS990/LegalDomicileStateCd0IA
IRS990/LessRentalExpensesGrp/RealAmt011396
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0456400
IRS990/LobbyingActivitiesInd00
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/EOYAmt0423600
IRS990/NetAssetsOrFundBalancesBOYAmt02019236
IRS990/NetAssetsOrFundBalancesEOYAmt01562317
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt039440
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt039440
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt07008
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt07008
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0470445
IRS990/OccupancyGrp/TotalAmt0470445
IRS990/OfficeExpensesGrp/FundraisingAmt028613
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt048963
IRS990/OfficeExpensesGrp/ProgramServicesAmt01199
IRS990/OfficeExpensesGrp/TotalAmt078775
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03727110
IRS990/OtherAssetsTotalGrp/EOYAmt03514144
IRS990/OtherChangesInNetAssetsAmt0-165914
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08435
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt047306
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0348347
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0404088
IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc1FOOD AND SNACKS
IRS990/OtherExpensesGrp/Desc2SUPPLIES AND SMALL EQUI
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0110189
IRS990/OtherExpensesGrp/ProgramServicesAmt0689422
IRS990/OtherExpensesGrp/ProgramServicesAmt1449614
IRS990/OtherExpensesGrp/ProgramServicesAmt2254065
IRS990/OtherExpensesGrp/TotalAmt0689422
IRS990/OtherExpensesGrp/TotalAmt1449614
IRS990/OtherExpensesGrp/TotalAmt2254065
IRS990/OtherExpensesGrp/TotalAmt3110189
IRS990/OtherLiabilitiesGrp/BOYAmt01012834
IRS990/OtherLiabilitiesGrp/EOYAmt0836918
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt073712
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0181480
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03044030
IRS990/OtherSalariesAndWagesGrp/TotalAmt03299222
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05027
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt028193
IRS990/PayrollTaxesGrp/ProgramServicesAmt0207600
IRS990/PayrollTaxesGrp/TotalAmt0240820
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0112025
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt042360
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt057032
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt078292
IRS990/PrincipalOfficerNm0BEVERLY ZENOR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0ROOM AND BOARD - PRIVA
IRS990/ProgramServiceRevenueGrp/Desc1INDEPENDENT LIVING
IRS990/ProgramServiceRevenueGrp/Desc2MEDICARE/MEDICAID PAYM
IRS990/ProgramServiceRevenueGrp/Desc3RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc4MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03106155
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12502584
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22369204
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3123518
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4113386
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03106155
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12502584
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22369204
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3123518
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4113386
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0139305
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07561
IRS990/PYOtherExpensesAmt04326239
IRS990/PYOtherRevenueAmt07085
IRS990/PYProgramServiceRevenueAmt07884552
IRS990/PYRevenuesLessExpensesAmt0-272426
IRS990/PYSalariesCompEmpBnftPaidAmt03984690
IRS990/PYTotalExpensesAmt08310929
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08038503
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-291005
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt07008
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08245949
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02670906
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02407655
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt01101
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt024273
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt050750
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt030000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0106124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0217334
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0150539
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0310614
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0384195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0567559
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01630241
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023433

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,991,022
Liabilities
$29,428,705
Net assets
$1,562,317
Revenue
$8,475,319
Expenses
$8,766,324
Net income
-$291,005
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
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