Civic Intelligence

Sunrise Manor

990 • Fiscal year 2015 • EIN 42-0805391

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 25, 2016

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.

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

Liabilities / Revenue

91st percentile

3.22x

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

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

Net Margin

33rd percentile

0.1%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

19th percentile

$136,888

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

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

Asset Growth

31st percentile

-1.9%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

55th percentile

5.7%

Faster revenue growth than 55% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$30,401,058

Down $589,964 (-1.9%) from 2014

Net Assets

Up

$1,568,702

Up $6,385 (+0.4%) from 2014

Liabilities

Down

$28,832,356

Down $596,349 (-2.0%) from 2014

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin33rd percentile

Revenue

Up

$8,961,360

Up $486,041 (+5.7%) from 2014

Expenses

Up

$8,950,597

Up $184,273 (+2.1%) from 2014

Net Income

Up

$10,763

Up $301,768 (+104%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2015

Assets$30,401,058
Liabilities$28,832,356
Net Assets$1,568,702
Open 2015 Filing

Operations Trend

Revenue Growth55th 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

2015

Revenue$8,961,360
Expenses$8,950,597
Net Income$10,763
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 25, 2016
Return Version
2015v2.1
Gross Receipts
$8,992,588
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$24,519,815$23,318,394▼ $1,201,421
Savings and Temporary Cash Investments$2,407,655$2,806,920▲ $399,265
Loans From Officers Directors$456,400--
Accounts Receivable$349,549$455,078▲ $105,529
Prepaid Expenses and Deferred Charges$78,292$77,395▼ $897
Inventories for Sale or Use$53,624$59,375▲ $5,751
Cash and Non-Interest-Bearing Accounts$25,583$13,228▼ $12,355
Pledges and Grants Receivable$42,360$3,191▼ $39,169
Total Assets$30,991,022$30,401,058▼ $589,964
Other Assets Total$3,514,144$3,667,477▲ $153,333
Liabilities
Tax Exempt Bond Liabilities$23,815,906$23,453,017▼ $362,889
Deferred Revenue$2,725,043$3,434,748▲ $709,705
Accounts Payable and Accrued Expenses$1,170,838$1,344,254▲ $173,416
Other Liabilities$836,918$600,337▼ $236,581
Mortgage Notes Payable Secured by Investment Property$423,600--
Total Liabilities$29,428,705$28,832,356▼ $596,349
Net Assets / Fund Balance
Unrestricted Net Assets$1,507,645$1,556,682▲ $49,037
Temporarily Rstr Net Assets$54,672$12,020▼ $42,652
Total Net Assets Fund Balance$1,562,317$1,568,702▲ $6,385
Total Liabilities and Net Assets / Fund Balance$30,991,022$30,401,058▼ $589,964

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$22,181,948$9,997,971$32,179,919
Equipment$719,034$696,290$1,415,324
Other Land Buildings$212,089$320,278$532,367
Land$205,323-$205,323
Other Assets Org$3,660--
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bev ZenorChief Executive OfficerFT$125,151$11,737$136,888
Hallie SalmenChief Financial OfficerFT$86,517$6,189$92,706

Board Members and Trustees

NameTitle
Dr Thomas PadgettPresident
Dr Mary KovarnaVice President
Donald KelseyDirector
Dr Barbara CondonDirector
Dr Carolyn LemanDirector
Dr William Bud ZiebellDirector
Ed DenbesteDirector
Howard LoganDirector
Kyle IrvinDirector
Lynn WoldDirector
Michael GunschDirector
Richard HildebrandDirector
Ron YockeyDirector
Terry MurrellDirector
Tom GrimsleyDirector
Corey WrennSecretary
Larry BookTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Aegis TherapiesContracted Therapies7160 DALLAS PARKWAY, Plano, TX 75024$378,950
Revenue and Support

Revenue Composition

Contributions and Grants
$613,263
Program Service Revenue
$8,302,119
Investment Income
$1,856
Other Revenue
$44,122
All Other Contributions
$613,263
Change in Net Assets
$10,763

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,973,458
Revenue Not Reported on Financial Statements
$-12,098
Revenue Not Reported on Form 990
$-4,378
Other Revenue Adjustments
$-12,098
Total Revenue per Audited Statements
$8,969,080
Total Revenue per Form 990
$8,961,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,553,491
Salaries, Compensation, and Employee Benefits$4,397,106
Total Fundraising Expense$119,354
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,259,748$134,738$82,087$3,476,573
Depreciation Depletion$1,099,335--$1,099,335
Interest$1,015,345--$1,015,345
Occupancy$505,015--$505,015
Other Employee Benefits$404,438$27,355$9,780$441,573
Payroll Taxes$228,395$15,448$5,523$249,366
All Other Expenses$97,060$133,925-$230,985
Current Officers, Directors, Trustees, and Key Employees-$229,594-$229,594
Fees for Services Other-$145,415-$145,415
Advertising$95,243$359-$95,602
Other Expenses$78,838--$78,838
Office Expenses$1,287$42,177$21,964$65,428
Insurance$16,847$17,860-$34,707
Travel$18,626$3,062-$21,688
Conferences and Meetings$15,824--$15,824
Fees for Services Legal$1,980--$1,980
Total Functional Expenses$8,081,310$749,933$119,354$8,950,597

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,962,695
Expenses per Audited Statements$8,950,597
Total Expenses per Form 990$8,950,597
Expenses Not Reported on Form 990$12,098
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$55,490
Fundraising Direct Expenses$19,130
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Concert$46,140$46,140$760$45,380
Golf Tournament$9,350$9,350$818$8,532
Total Events$55,490$55,490$19,130$36,360
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
Lynn WoldCEO of St Lukes Hospital, Friend Note HolderLabs and Pharmacy, Principal and Interest on Friend NoteNo$381,765
Howard LoganBoard Member, Friend Note HolderPrincipal and Interest Payments on LoanNo$319,781
-Wife of Board Member, Friend Note HolderPrincipal and Interest Payments on Friend NoteNo$75,206
Dr William Bud ZiebellBoard Member, ResidentDeposit on 101 Eastview, Monthly Occupancy Fee, Real Estate Tax Pass Thru PaidNo$49,250
Carolyn LemanBoard Member, Friend Note HolderPrincipal and Interest on Friend NoteNo$37,603
Tom GrimsleyCFO at Cw SuterReplacement of Furnaces & MaintenanceNo$8,853
-Board Member and CEO of Iowa Tech Community CollegeTuition PaymentsNo$3,573
Kyle IrvinAttorneyProfessional and Legal ServicesNo$625
-Board Member, Vice President of BankInterest Payments on Saving AccountsNo$313

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$462,146
Cottage & Pointe Deposits$138,191

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-$220,534$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 health 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
Hallie Salmen
Title
CEO
Phone
7122763821
Signed
2016-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hallie Salmen
Formed
1956
Legal Domicile
Ia
Voting Board Members
17
Independent Board Members
17
Employees
253
Volunteers
220

Preparer

Firm
Ryun Givens & Company Plc
Address
2900 100TH STREET SUITE 301, URBANDALE, IA 50322
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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“RENTAL EXPENSES -12,098.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 12,098.”

Raw XML AppendixShowing 400 of 839 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/PersonNm6DR BARBARA CONDON
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL GUNSCH
IRS990/Form990PartVIISectionAGrp/PersonNm8DONALD KELSEY
IRS990/Form990PartVIISectionAGrp/PersonNm9DR CAROLYN LEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10HOWARD LOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm11TERRY MURRELL
IRS990/Form990PartVIISectionAGrp/PersonNm12COREY WRENN
IRS990/Form990PartVIISectionAGrp/PersonNm13DR WILLIAM BUD ZIEBELL
IRS990/Form990PartVIISectionAGrp/PersonNm14RICHARD HILDEBRAND
IRS990/Form990PartVIISectionAGrp/PersonNm15LYNN WOLD
IRS990/Form990PartVIISectionAGrp/PersonNm16RON YOCKEY
IRS990/Form990PartVIISectionAGrp/PersonNm17BEV ZENOR
IRS990/Form990PartVIISectionAGrp/PersonNm18HALLIE 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/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17125151
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1886517
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt019130
IRS990/FundraisingGrossIncomeAmt055490
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08992588
IRS990/GrossRentsGrp/RealAmt019860
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt017860
IRS990/InsuranceGrp/ProgramServicesAmt016847
IRS990/InsuranceGrp/TotalAmt034707
IRS990/InterestGrp/ProgramServicesAmt01015345
IRS990/InterestGrp/TotalAmt01015345
IRS990/InventoriesForSaleOrUseGrp/BOYAmt053624
IRS990/InventoriesForSaleOrUseGrp/EOYAmt059375
IRS990/InvestmentIncomeGrp/ExclusionAmt01856
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01856
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt033
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011014539
IRS990/LandBldgEquipBasisNetGrp/BOYAmt024519815
IRS990/LandBldgEquipBasisNetGrp/EOYAmt023318394
IRS990/LandBldgEquipCostOrOtherBssAmt034332933
IRS990/LegalDomicileStateCd0IA
IRS990/LessRentalExpensesGrp/RealAmt012098
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0456400
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/BOYAmt0423600
IRS990/NetAssetsOrFundBalancesBOYAmt01562317
IRS990/NetAssetsOrFundBalancesEOYAmt01568702
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt036360
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt036360
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt07762
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt07762
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4378
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0505015
IRS990/OccupancyGrp/TotalAmt0505015
IRS990/OfficeExpensesGrp/FundraisingAmt021964
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt042177
IRS990/OfficeExpensesGrp/ProgramServicesAmt01287
IRS990/OfficeExpensesGrp/TotalAmt065428
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03514144
IRS990/OtherAssetsTotalGrp/EOYAmt03667477
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09780
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027355
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0404438
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0441573
IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc1FOOD AND SNACKS
IRS990/OtherExpensesGrp/Desc2SUPPLIES AND SMALL EQUI
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt0629110
IRS990/OtherExpensesGrp/ProgramServicesAmt1364921
IRS990/OtherExpensesGrp/ProgramServicesAmt2249298
IRS990/OtherExpensesGrp/ProgramServicesAmt378838
IRS990/OtherExpensesGrp/TotalAmt0629110
IRS990/OtherExpensesGrp/TotalAmt1364921
IRS990/OtherExpensesGrp/TotalAmt2249298
IRS990/OtherExpensesGrp/TotalAmt378838
IRS990/OtherLiabilitiesGrp/BOYAmt0836918
IRS990/OtherLiabilitiesGrp/EOYAmt0600337
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt082087
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0134738
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03259748
IRS990/OtherSalariesAndWagesGrp/TotalAmt03476573
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05523
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015448
IRS990/PayrollTaxesGrp/ProgramServicesAmt0228395
IRS990/PayrollTaxesGrp/TotalAmt0249366
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt042360
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03191
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt078292
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt077395
IRS990/PrincipalOfficerNm0HALLIE SALMEN
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/Desc3MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/Desc4RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03652419
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12364586
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22042225
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3116929
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt493045
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03652419
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12364586
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22042225
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3116929
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt493045
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0177894
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05028
IRS990/PYOtherExpensesAmt04590281
IRS990/PYOtherRevenueAmt046448
IRS990/PYProgramServiceRevenueAmt08245949
IRS990/PYRevenuesLessExpensesAmt0-291005
IRS990/PYSalariesCompEmpBnftPaidAmt04176043
IRS990/PYTotalExpensesAmt08766324
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08475319
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt010763
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt07762
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08302119
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02407655
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02806920
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt056000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt01101
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt024273
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt050750
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0132124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0649623
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0217334
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0150539
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0310614

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$30,401,058
Liabilities
$28,832,356
Net assets
$1,568,702
Revenue
$8,961,360
Expenses
$8,950,597
Net income
$10,763
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
2015Detailed filing. Detailed filing data is available for this year.$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