Civic Intelligence

The Marian Home

990 • Fiscal year 2017 • EIN 42-1025626

Sep 01, 2016 to Aug 31, 2017 • Filed on Feb 28, 2018

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

74th percentile

0.53x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.86x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$142,668

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

85th percentile

21%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-10%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Flat

$11,670,843

Flat from 2017

Net Assets

Flat

$5,506,360

Flat from 2017

Liabilities

Flat

$6,164,483

Flat from 2017

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin70th percentile

Revenue

Flat

$7,200,254

Flat from 2017

Expenses

Flat

$6,373,277

Flat from 2017

Net Income

Flat

$826,977

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th 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 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

2017

Assets$11,670,843
Liabilities$6,164,483
Net Assets$5,506,360
Open 2017 Filing

Operations Trend

Revenue Growth17th 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 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

2017

Revenue$7,200,254
Expenses$6,373,277
Net Income$826,977
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Feb 28, 2018
Return Version
2016v3.1
Gross Receipts
$7,339,270
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$6,921,422$9,908,866▲ $2,987,444
Accounts Receivable$701,270$499,465▼ $201,805
Savings and Temporary Cash Investments$680,338$121,660▼ $558,678
Investments in Publicly Traded Securities$113,729$94,753▼ $18,976
Inventories for Sale or Use$14,585$14,585→ $0
Intangible Assets$13,998$13,080▼ $918
Cash and Non-Interest-Bearing Accounts$14,309$4,400▼ $9,909
Total Assets$9,617,168$11,670,843▲ $2,053,675
Other Assets Total$1,157,517$1,014,034▼ $143,483
Liabilities
Tax Exempt Bond Liabilities$4,371,686$5,296,582▲ $924,896
Accounts Payable and Accrued Expenses$552,220$609,013▲ $56,793
Mortgage Notes Payable Secured by Investment Property-$255,049-
Escrow Account Liability$2,551$3,839▲ $1,288
Deferred Revenue$2,880--
Total Liabilities$4,929,337$6,164,483▲ $1,235,146
Net Assets / Fund Balance
Unrestricted Net Assets$4,687,831$5,506,360▲ $818,529
Total Net Assets Fund Balance$4,687,831$5,506,360▲ $818,529
Total Liabilities and Net Assets / Fund Balance$9,617,168$11,670,843▲ $2,053,675

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,310,937$2,002,589$11,313,526
Equipment$183,846$744,435$928,281
Other Land Buildings$349,083$31,631$380,714
Land$65,000-$65,000
Other Assets Org$1,014,034--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric HalversonAdministratoFT$122,687$19,981$142,668

Board Members and Trustees

NameTitle
Jim KestersonChair
BENNETT O'CONNORDirector
Jim AllenDirector
Msgr Kevin MccoyDirector
Nancy CrimminsDirector
Royce RannigerDirector
Steve KerstenDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Woodruff Construction LLCRemodeling1890 KOUNTRY LANE, Fort Dodge, IA 50501$5,960,168
Revenue and Support

Revenue Composition

Contributions and Grants
$1,665,703
Program Service Revenue
$5,673,428
Investment Income
$-138,877
Other Revenue
$0
All Other Contributions
$45,132
Change in Net Assets
$826,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,923,455
Other Expenses$2,445,358
Grants and Similar Amounts Paid$4,464
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,699,721$82,007-$2,781,728
Other Employee Benefits$661,220$92,446-$753,666
Occupancy$340,105$61,019-$401,124
Depreciation Depletion$295,856--$295,856
Payroll Taxes$207,540$35,975-$243,515
Current Officers, Directors, Trustees, and Key Employees-$144,546-$144,546
All Other Expenses$79,903$51,311-$131,214
Interest$95,431--$95,431
Other Expenses$95,201$71,887-$71,887
Office Expenses-$71,376-$71,376
Fees for Services Other-$58,449-$58,449
Insurance$14,701$37,730-$52,431
Travel$19,673$8,311-$27,984
Fees for Services Legal$13,604$13,298-$26,902
Fees for Services Accounting-$23,888-$23,888
Information Technology-$14,146-$14,146
Advertising-$6,890-$6,890
Grants to Domestic Orgs$4,464--$4,464
Total Functional Expenses$5,599,998$773,279$0$6,373,277
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-$203,418-

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 conflict of interest 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

“Governings documents are 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
2018-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Halverson
Formed
1960
Legal Domicile
Ia
Voting Board Members
7
Independent Board Members
7
Employees
153
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/OfficeExpensesGrp/TotalAmt071376
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01157517
IRS990/OtherAssetsTotalGrp/EOYAmt01014034
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt092446
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0661220
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0753666
IRS990/OtherExpensesGrp/Desc0NURSING CARE
IRS990/OtherExpensesGrp/Desc1FOOD SUPPLIES
IRS990/OtherExpensesGrp/Desc2GENERAL SUPPLIES
IRS990/OtherExpensesGrp/Desc3BAD DEBTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt071887
IRS990/OtherExpensesGrp/ProgramServicesAmt0697968
IRS990/OtherExpensesGrp/ProgramServicesAmt1374611
IRS990/OtherExpensesGrp/ProgramServicesAmt295201
IRS990/OtherExpensesGrp/TotalAmt0697968
IRS990/OtherExpensesGrp/TotalAmt1374611
IRS990/OtherExpensesGrp/TotalAmt295201
IRS990/OtherExpensesGrp/TotalAmt371887
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt082007
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02699721
IRS990/OtherSalariesAndWagesGrp/TotalAmt02781728
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt035975
IRS990/PayrollTaxesGrp/ProgramServicesAmt0207540
IRS990/PayrollTaxesGrp/TotalAmt0243515
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/RelatedOrExemptFuncIncomeAmt02476217
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12363112
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2807528
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt326571
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02476217
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12363112
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2807528
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt326571
IRS990/ProgSrvcAccomActy2Grp/Desc0THE MARIAN VILLAGE IS A RETIREMENT APARTMENT COMPLEX CONSISTING OF 28 INDEPENDENT LIVING APARTMENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0366959
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0458681
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01526939
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt06301
IRS990/PYInvestmentIncomeAmt09260
IRS990/PYOtherExpensesAmt02002293
IRS990/PYProgramServiceRevenueAmt06485582
IRS990/PYRevenuesLessExpensesAmt02321981
IRS990/PYSalariesCompEmpBnftPaidAmt03691206
IRS990/PYTotalExpensesAmt05699800
IRS990/PYTotalRevenueAmt08021781
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0826977
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RelatedOrganizationsAmt01620571
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05214747
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0680338
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0121660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01665703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01526939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt039230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03264492
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0139
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07330
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt043074
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt046477
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0105163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05673428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06485582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06122412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05911270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05863206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt030055898
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0139
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07330
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt043074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt046477
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0105163
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99690
IRS990ScheduleA/PublicSupportPY509Pct00.99590
IRS990ScheduleA/PublicSupportTotal509Amt033320390
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07339131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08012521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06161642
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05911270
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05895826
IRS990ScheduleA/Total509Grp/TotalAmt033320390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07339270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08019851
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06169785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05954344
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05942303
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt033425553
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/BookValueAmt09310937
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02002589
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011313526
IRS990ScheduleD/EquipmentGrp/BookValueAmt0183846
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0744435
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0928281
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt065000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt065000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01014034
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONSTRUCTION IN PROCESS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0349083
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt031631
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0380714
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/TotalBookValueLandBuildingsAmt09908866
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01014034
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
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0CITY OF FORT DODGE IOWA
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0CONSTRUCTION
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,670,843
Liabilities
$6,164,483
Net assets
$5,506,360
Revenue
$7,200,254
Expenses
$6,373,277
Net income
$826,977
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
2017Detailed filing. Detailed filing data is available for this year.$11.7$6.16$5.51$7.20$6.37$0.83
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