Civic Intelligence

The Marian Home

990 • Fiscal year 2016 • EIN 42-1025626

Sep 01, 2015 to Aug 31, 2016 • Filed on Feb 02, 2017

Organization ProfileWWW.MARIANHOME.COM

View Organization Page

2400 6th Avenue NorthFort Dodge, IA 50501

(515) 576-1138

Siviq Scores

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

Liabilities / Assets

75th percentile

0.51x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.61x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

85th percentile

29%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

58th percentile

$138,048

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

99th percentile

234%

Faster asset growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

24%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$9,617,168

Up $6,741,494 (+234%) from 2015

Net Assets

Up

$4,687,831

Up $2,333,886 (+99%) from 2015

Liabilities

Up

$4,929,337

Up $4,407,608 (+845%) from 2015

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin85th percentile

Revenue

Up

$8,021,781

Up $1,572,101 (+24%) from 2015

Expenses

Down

$5,699,800

Down $67,285 (-1.2%) from 2015

Net Income

Up

$2,321,981

Up $1,639,386 (+240%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $3,046,111Liabilities 2011: $376,740Net Assets 2011: $2,669,3712011Assets 2012: $3,586,952Liabilities 2012: $378,188Net Assets 2012: $3,208,7642012Assets 2013: $3,967,277Liabilities 2013: $353,984Net Assets 2013: $3,613,2932013Assets 2014: $2,206,073Liabilities 2014: $457,235Net Assets 2014: $1,748,8382014Assets 2015: $2,875,674Liabilities 2015: $521,729Net Assets 2015: $2,353,9452015Assets 2016: $9,617,168Liabilities 2016: $4,929,337Net Assets 2016: $4,687,8312016Assets 2017: $11,670,843Liabilities 2017: $6,164,483Net Assets 2017: $5,506,3602017Assets 2018: $14,170,448Liabilities 2018: $6,647,276Net Assets 2018: $7,523,1722018Assets 2019: $13,805,450Liabilities 2019: $6,433,858Net Assets 2019: $7,371,5922019Assets 2020: $14,835,069Liabilities 2020: $6,372,363Net Assets 2020: $8,462,7062020Assets 2021: $14,748,417Liabilities 2021: $5,300,537Net Assets 2021: $9,447,8802021Assets 2022: $15,580,702Liabilities 2022: $4,784,169Net Assets 2022: $10,796,5332022Assets 2023: $15,821,497Liabilities 2023: $4,527,278Net Assets 2023: $11,294,2192023

Highlighted filing

2016

Assets$9,617,168
Liabilities$4,929,337
Net Assets$4,687,831
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,722,936Expenses 2011: $5,214,100Net Income 2011: $508,8362011Revenue 2012: $6,037,608Expenses 2012: $5,498,217Net Income 2012: $539,3912012Revenue 2013: $5,900,316Expenses 2013: $5,495,786Net Income 2013: $404,5302013Revenue 2014: $5,918,960Expenses 2014: $7,783,415Net Income 2014: -$1,864,4552014Revenue 2015: $6,449,680Expenses 2015: $5,767,085Net Income 2015: $682,5952015Revenue 2016: $8,021,781Expenses 2016: $5,699,800Net Income 2016: $2,321,9812016Revenue 2017: $7,200,254Expenses 2017: $6,373,277Net Income 2017: $826,9772017Revenue 2018: $8,433,671Expenses 2018: $6,420,649Net Income 2018: $2,013,0222018Revenue 2019: $6,694,617Expenses 2019: $6,855,096Net Income 2019: -$160,4792019Revenue 2020: $7,665,962Expenses 2020: $6,574,848Net Income 2020: $1,091,1142020Revenue 2021: $8,048,327Expenses 2021: $6,529,342Net Income 2021: $1,518,9852021Revenue 2022: $7,138,917Expenses 2022: $6,917,428Net Income 2022: $221,4892022Revenue 2023: $7,329,412Expenses 2023: $6,910,174Net Income 2023: $419,2382023

Highlighted filing

2016

Revenue$8,021,781
Expenses$5,699,800
Net Income$2,321,981
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Feb 2, 2017
Return Version
2015v3.0
Gross Receipts
$8,025,807
Mission and Program Overview

Mission

To provide housing, health care, skilled nursing and other related services for aging citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,662,185$6,921,422▲ $5,259,237
Accounts Receivable$558,633$701,270▲ $142,637
Savings and Temporary Cash Investments$187,884$680,338▲ $492,454
Investments in Publicly Traded Securities$384,743$113,729▼ $271,014
Inventories for Sale or Use$12,723$14,585▲ $1,862
Cash and Non-Interest-Bearing Accounts$54,590$14,309▼ $40,281
Intangible Assets$14,916$13,998▼ $918
Total Assets$2,875,674$9,617,168▲ $6,741,494
Other Assets Total-$1,157,517-
Liabilities
Tax Exempt Bond Liabilities$50,001$4,371,686▲ $4,321,685
Accounts Payable and Accrued Expenses$468,264$552,220▲ $83,956
Deferred Revenue-$2,880-
Escrow Account Liability$3,464$2,551▼ $913
Total Liabilities$521,729$4,929,337▲ $4,407,608
Net Assets / Fund Balance
Unrestricted Net Assets$2,353,945$4,687,831▲ $2,333,886
Total Net Assets Fund Balance$2,353,945$4,687,831▲ $2,333,886
Total Liabilities and Net Assets / Fund Balance$2,875,674$9,617,168▲ $6,741,494

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,344,174$3,027,793$9,371,967
Equipment$214,963$874,674$1,089,637
Other Land Buildings$297,285$48,762$346,047
Land$65,000-$65,000
Other Assets Org$1,157,517--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric HalversonAdministratoFT$112,311$25,737$138,048

Board Members and Trustees

NameTitle
Jim KestersonChair
R Walker NicklessPresident
BENNETT O'CONNORDirector
Jim AllenDirector
Msgr Kevin MccoyDirector
Nancy CrimminsDirector
Royce RannigerDirector
Steve KerstenDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,526,939
Program Service Revenue
$6,485,582
Investment Income
$9,260
Other Revenue
$0
All Other Contributions
$16,992
Change in Net Assets
$2,321,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,691,206
Other Expenses$2,002,293
Grants and Similar Amounts Paid$6,301
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,602,214$85,273-$2,687,487
Other Employee Benefits$579,615$53,940-$633,555
Occupancy$292,283$41,058-$333,341
Payroll Taxes$200,900$34,610-$235,510
Depreciation Depletion$159,833--$159,833
Current Officers, Directors, Trustees, and Key Employees-$134,654-$134,654
All Other Expenses$46,801$36,365-$83,166
Insurance$13,645$40,360-$54,005
Fees for Services Other-$43,810-$43,810
Office Expenses-$42,835-$42,835
Other Expenses$37,896--$37,896
Travel$18,070$13,216-$31,286
Fees for Services Legal$23,348$5,457-$28,805
Fees for Services Accounting-$23,050-$23,050
Information Technology-$10,741-$10,741
Advertising-$6,933-$6,933
Grants to Domestic Orgs$6,301--$6,301
Fees for Service Investment Mgmnt Fees-$843-$843
Total Functional Expenses$5,126,655$573,145$0$5,699,800
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Fort Dodge Iowa2015-06-01$5,500,000CONSTRUCTION

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$5,500,000---

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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
No
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, Page 6, Part VI, Line 7A

“The board of directors elect replacement directors when terms expire.”

Form 990, Page 6, Part VI, Line 11B

“The 990 was sent electronically to the board of directors and management via email. They were given the opportunity to voice questions or concerns prior to filing the return.”

Form 990, Page 6, Part VI, Line 12C

“The board of directors annually reviews and monitors the policy.”

Form 990, Page 6, Part VI, Line 15A

“Administrator's wage are approved by the board.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
The Marian Home
EIN
42-1025626
Phone
5155761138
Address
2400 6TH AVENUE NORTH, FORT DODGE, IA 50501

Signing Officer

Name
Eric Halverson
Title
Administrator
Phone
5155761138
Signed
2017-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Halverson
Formed
1960
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
161
Volunteers
25

Preparer

Firm
Td&t Cpas and Advisors Pc
Address
1700 42ND ST NE, CEDAR RAPIDS, IA 52402
Preparer
Amanda L Lane CPA
Phone
3193932374
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“The organization provides a custodial service allowing residents to maintain a small cash balance for personal purchases. These amounts are carried as cash or cash equivalents and a corresponding current liability on the statement of financial position.”

Schedule D, Page 3, Part X

“The organization operates exempt from federal income tax on revenues related to its exempt purpose as an organization described in section 501 (c)(3) of the internal revenue code and has been classified as an organization that is not a private foundation under section 509(a) of the internal revenue code. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01930
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IRS990/OccupancyGrp/ManagementAndGeneralAmt041058
IRS990/OccupancyGrp/ProgramServicesAmt0292283
IRS990/OccupancyGrp/TotalAmt0333341
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt042835
IRS990/OfficeExpensesGrp/TotalAmt042835
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt01157517
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt053940
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0579615
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0633555
IRS990/OtherExpensesGrp/Desc0NURSING CARE
IRS990/OtherExpensesGrp/Desc1FOOD SUPPLIES
IRS990/OtherExpensesGrp/Desc2GENERAL SUPPLIES
IRS990/OtherExpensesGrp/Desc3QA ASSESSMENT FEE
IRS990/OtherExpensesGrp/ProgramServicesAmt0668154
IRS990/OtherExpensesGrp/ProgramServicesAmt1376493
IRS990/OtherExpensesGrp/ProgramServicesAmt2101102
IRS990/OtherExpensesGrp/ProgramServicesAmt337896
IRS990/OtherExpensesGrp/TotalAmt0668154
IRS990/OtherExpensesGrp/TotalAmt1376493
IRS990/OtherExpensesGrp/TotalAmt2101102
IRS990/OtherExpensesGrp/TotalAmt337896
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt085273
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02602214
IRS990/OtherSalariesAndWagesGrp/TotalAmt02687487
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt034610
IRS990/PayrollTaxesGrp/ProgramServicesAmt0200900
IRS990/PayrollTaxesGrp/TotalAmt0235510
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ERIC HALVERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/Desc0PRIVATE PAY
IRS990/ProgramServiceRevenueGrp/Desc1MEDICAID
IRS990/ProgramServiceRevenueGrp/Desc2MEDICARE
IRS990/ProgramServiceRevenueGrp/Desc3RESIDENTIAL CARE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02827722
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12444707
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21186249
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt326904
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02827722
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12444707
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21186249
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt326904
IRS990/ProgSrvcAccomActy2Grp/Desc0THE MARIAN VILLAGE IS A RETIREMENT APARTMENT COMPLEX CONSISTING OF 28 INDEPENDENT LIVING APARTMENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0344005
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0449937
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt039230
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt088780
IRS990/PYInvestmentIncomeAmt028785
IRS990/PYOtherExpensesAmt01896631
IRS990/PYOtherRevenueAmt0259253
IRS990/PYProgramServiceRevenueAmt06122412
IRS990/PYRevenuesLessExpensesAmt0682595
IRS990/PYSalariesCompEmpBnftPaidAmt03781674
IRS990/PYTotalExpensesAmt05767085
IRS990/PYTotalRevenueAmt06449680
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02321981
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RelatedOrganizationsAmt01509947
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt06035645
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0187884
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0680338
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01526939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt039230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0128953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01727742
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07330
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt043074
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt046477
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt026519
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0131543
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06485582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06122412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05911270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05863206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05887466
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt030269936
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07330
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt043074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt046477
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt026519
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0131543
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99590
IRS990ScheduleA/PublicSupportPY509Pct00.99470
IRS990ScheduleA/PublicSupportTotal509Amt031997678
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08012521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06161642
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05911270
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05895826
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06016419
IRS990ScheduleA/Total509Grp/TotalAmt031997678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08019851
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06169785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05954344
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05942303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06042938
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt032129221
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt06344174
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03027793
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09371967
IRS990ScheduleD/EquipmentGrp/BookValueAmt0214963
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0874674
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01089637
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt065000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt065000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01157517
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONSTRUCTION IN PROCESS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0297285
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt048762
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0346047
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES A CUSTODIAL SERVICE ALLOWING RESIDENTS TO MAINTAIN A SMALL CASH BALANCE FOR PERSONAL PURCHASES. THESE AMOUNTS ARE CARRIED AS CASH OR CASH EQUIVALENTS AND A CORRESPONDING CURRENT LIABILITY ON THE STATEMENT OF FINANCIAL POSITION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION OPERATES EXEMPT FROM FEDERAL INCOME TAX ON REVENUES RELATED TO ITS EXEMPT PURPOSE AS AN ORGANIZATION DESCRIBED IN SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06921422
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01157517
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd0true
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd0true
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd0true
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02015-06-01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0421001588
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt05500000

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,617,168
Liabilities
$4,929,337
Net assets
$4,687,831
Revenue
$8,021,781
Expenses
$5,699,800
Net income
$2,321,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$15.8$4.53$11.3$7.33$6.91$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$4.78$10.8$7.14$6.92$0.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$5.30$9.45$8.05$6.53$1.52
2020Summary only. Only limited summary data is available for this year.$14.8$6.37$8.46$7.67$6.57$1.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$6.43$7.37$6.69$6.86$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$6.65$7.52$8.43$6.42$2.01
2017Summary only. Only limited summary data is available for this year.$11.7$6.16$5.51$7.20$6.37$0.83
2016Detailed filing. Detailed filing data is available for this year.$9.62$4.93$4.69$8.02$5.70$2.32
2015Summary only. Only limited summary data is available for this year.$2.88$0.52$2.35$6.45$5.77$0.68
2014Summary only. Only limited summary data is available for this year.$2.21$0.46$1.75$5.92$7.78$1.86
2013Summary only. Only limited summary data is available for this year.$3.97$0.35$3.61$5.90$5.50$0.40
2012Summary only. Only limited summary data is available for this year.$3.59$0.38$3.21$6.04$5.50$0.54
2011Summary only. Only limited summary data is available for this year.$3.05$0.38$2.67$5.72$5.21$0.51