Civic Intelligence

The Marian Home

990 • Fiscal year 2018 • EIN 42-1025626

Sep 01, 2017 to Aug 31, 2018 • Filed on Feb 01, 2019

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

71st percentile

0.47x

Higher debt load relative to assets than 71% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.79x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

32nd percentile

$128,111

Higher top officer pay than 32% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

86th percentile

21%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

17%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$14,170,448

Up $2,499,605 (+21%) from 2017

Net Assets

Up

$7,523,172

Up $2,016,812 (+37%) from 2017

Liabilities

Up

$6,647,276

Up $482,793 (+7.8%) from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin80th percentile

Revenue

Up

$8,433,671

Up $1,233,417 (+17%) from 2017

Expenses

Up

$6,420,649

Up $47,372 (+0.7%) from 2017

Net Income

Up

$2,013,022

Up $1,186,045 (+143%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2018

Assets$14,170,448
Liabilities$6,647,276
Net Assets$7,523,172
Open 2018 Filing

Operations Trend

Revenue Growth75th 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

2018

Revenue$8,433,671
Expenses$6,420,649
Net Income$2,013,022
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Feb 1, 2019
Return Version
2017v2.3
Gross Receipts
$8,493,971
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$9,908,866$13,097,124▲ $3,188,258
Accounts Receivable$499,465$554,373▲ $54,908
Cash and Non-Interest-Bearing Accounts$4,400$269,069▲ $264,669
Savings and Temporary Cash Investments$121,660$124,592▲ $2,932
Investments in Publicly Traded Securities$94,753$98,543▲ $3,790
Inventories for Sale or Use$14,585$14,585→ $0
Intangible Assets$13,080$12,162▼ $918
Total Assets$11,670,843$14,170,448▲ $2,499,605
Other Assets Total$1,014,034--
Liabilities
Tax Exempt Bond Liabilities$5,296,582$4,986,258▼ $310,324
Accounts Payable and Accrued Expenses$609,013$897,554▲ $288,541
Mortgage Notes Payable Secured by Investment Property$255,049$755,049▲ $500,000
Escrow Account Liability$3,839$8,415▲ $4,576
Total Liabilities$6,164,483$6,647,276▲ $482,793
Net Assets / Fund Balance
Unrestricted Net Assets$5,506,360$7,523,172▲ $2,016,812
Total Net Assets Fund Balance$5,506,360$7,523,172▲ $2,016,812
Total Liabilities and Net Assets / Fund Balance$11,670,843$14,170,448▲ $2,499,605

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,516,292$603,040$13,119,332
Equipment$176,971$538,029$715,000
Other Land Buildings$338,861$31,631$370,492
Land$65,000-$65,000
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric HalversonAdministratoFT$111,241$16,870$128,111

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Woodruff Construction LLCRemodeling1890 KOUNTRY LANE, Fort Dodge, IA 50501$2,478,440
Revenue and Support

Revenue Composition

Contributions and Grants
$2,160,900
Program Service Revenue
$6,332,250
Investment Income
$-59,479
Other Revenue
$0
All Other Contributions
$32,200
Change in Net Assets
$2,013,022
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,944,104
Other Expenses$2,474,456
Grants and Similar Amounts Paid$2,089
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,777,231$92,354-$2,869,585
Other Employee Benefits$667,052$29,378-$696,430
Occupancy$349,483$26,585-$376,068
Depreciation Depletion$355,518--$355,518
Payroll Taxes$233,213$7,949-$241,162
Current Officers, Directors, Trustees, and Key Employees-$136,927-$136,927
Interest$115,539--$115,539
Office Expenses-$112,469-$112,469
All Other Expenses$56,672$53,771-$110,443
Fees for Services Other-$76,995-$76,995
Insurance$9,334$48,033-$57,367
Other Expenses$36,509--$36,509
Travel$19,078$10,100-$29,178
Fees for Services Accounting-$25,770-$25,770
Fees for Services Legal$12,105$1,451-$13,556
Information Technology-$9,842-$9,842
Advertising-$4,962-$4,962
Grants to Domestic Orgs$2,089--$2,089
Total Functional Expenses$5,784,063$636,586$0$6,420,649
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-$310,323-

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
BENNETT O'CONNOR
Title
Secretary/treasurer
Phone
5155761138
Signed
2019-02-01
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
162
Volunteers
25

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
317 HIGH AVE E, OSKALOOSA, IA 52577-2823
Preparer
Joseph B Ryan CPA
Phone
6416722523
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/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01014034
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt029378
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0667052
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0696430
IRS990/OtherExpensesGrp/Desc0NURSING CARE
IRS990/OtherExpensesGrp/Desc1FOOD SUPPLIES
IRS990/OtherExpensesGrp/Desc2GENERAL SUPPLIES
IRS990/OtherExpensesGrp/Desc3SOFTWARE
IRS990/OtherExpensesGrp/ProgramServicesAmt0658825
IRS990/OtherExpensesGrp/ProgramServicesAmt1377705
IRS990/OtherExpensesGrp/ProgramServicesAmt2113710
IRS990/OtherExpensesGrp/ProgramServicesAmt336509
IRS990/OtherExpensesGrp/TotalAmt0658825
IRS990/OtherExpensesGrp/TotalAmt1377705
IRS990/OtherExpensesGrp/TotalAmt2113710
IRS990/OtherExpensesGrp/TotalAmt336509
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt092354
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02777231
IRS990/OtherSalariesAndWagesGrp/TotalAmt02869585
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07949
IRS990/PayrollTaxesGrp/ProgramServicesAmt0233213
IRS990/PayrollTaxesGrp/TotalAmt0241162
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/RelatedOrExemptFuncIncomeAmt02986184
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12192254
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21099347
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt354465
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02986184
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12192254
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21099347
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt354465
IRS990/ProgSrvcAccomActy2Grp/Desc0THE MARIAN VILLAGE IS A RETIREMENT APARTMENT COMPLEX CONSISTING OF 28 INDEPENDENT LIVING APARTMENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0316737
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0463707
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01665703
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt04464
IRS990/PYInvestmentIncomeAmt0-138877
IRS990/PYOtherExpensesAmt02445358
IRS990/PYProgramServiceRevenueAmt05673428
IRS990/PYRevenuesLessExpensesAmt0826977
IRS990/PYSalariesCompEmpBnftPaidAmt03923455
IRS990/PYTotalExpensesAmt06373277
IRS990/PYTotalRevenueAmt07200254
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02013022
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RelatedOrganizationsAmt02128700
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05868543
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0121660
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0124592
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02160900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01665703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01526939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05392772
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0821
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0139
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07330
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt08143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt043074
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt059507
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06332250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05673428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06485582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06122412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05911270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt030524942
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0821
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0139
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07330
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt043074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt059507
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99690
IRS990ScheduleA/PublicSupportTotal509Amt035917714
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08493150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07339131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08012521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt06161642
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05911270
IRS990ScheduleA/Total509Grp/TotalAmt035917714
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08493971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07339270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08019851
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06169785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05954344
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt035977221
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt012516292
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0603040
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013119332
IRS990ScheduleD/EquipmentGrp/BookValueAmt0176971
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0538029
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0715000
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt065000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt065000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0338861
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt031631
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0370492
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/TotalBookValueLandBuildingsAmt013097124
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
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt05500000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CurrentRefundingInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RetiredAmt0310323
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02017
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt05500000
IRS990/ScheduleORequiredInd0true

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,170,448
Liabilities
$6,647,276
Net assets
$7,523,172
Revenue
$8,433,671
Expenses
$6,420,649
Net income
$2,013,022
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
2018Detailed filing. Detailed filing data is available for this year.$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