Civic Intelligence

The Marian Home

990 • Fiscal year 2019 • EIN 42-1025626

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 30, 2019

Organization ProfileWWW.MARIANHOME.COM

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2400 6th Ave NFort 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.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.96x

Higher debt load relative to revenue than 79% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

28th percentile

-2.4%

Higher net margin than 28% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

31st percentile

$128,071

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

23rd percentile

-2.6%

Faster asset growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$13,805,450

Down $364,998 (-2.6%) from 2018

Net Assets

Down

$7,371,592

Down $151,580 (-2.0%) from 2018

Liabilities

Down

$6,433,858

Down $213,418 (-3.2%) from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin28th percentile

Revenue

Down

$6,694,617

Down $1,739,054 (-21%) from 2018

Expenses

Up

$6,855,096

Up $434,447 (+6.8%) from 2018

Net Income

Down

-$160,479

Down $2,173,501 (-108%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2019

Assets$13,805,450
Liabilities$6,433,858
Net Assets$7,371,592
Open 2019 Filing

Operations Trend

Revenue Growth13th 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

2019

Revenue$6,694,617
Expenses$6,855,096
Net Income-$160,479
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 30, 2019
Return Version
2018v3.2
Gross Receipts
$6,694,617
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$13,097,124$12,684,395▼ $412,729
Accounts Receivable$554,373$610,954▲ $56,581
Cash and Non-Interest-Bearing Accounts$269,069$351,343▲ $82,274
Savings and Temporary Cash Investments$124,592$132,929▲ $8,337
Investments in Publicly Traded Securities$98,543--
Inventories for Sale or Use$14,585$14,585→ $0
Total Assets$14,170,448$13,805,450▼ $364,998
Other Assets Total$12,162$11,244▼ $918
Liabilities
Tax Exempt Bond Liabilities$4,986,258$4,667,979▼ $318,279
Mortgage Notes Payable Secured by Investment Property$755,049$953,835▲ $198,786
Accounts Payable and Accrued Expenses$897,554$810,384▼ $87,170
Escrow Account Liability$8,415$1,660▼ $6,755
Total Liabilities$6,647,276$6,433,858▼ $213,418
Net Assets / Fund Balance
Unrestricted Net Assets$7,523,172$7,371,592▼ $151,580
Total Net Assets Fund Balance$7,523,172$7,371,592▼ $151,580
Total Liabilities and Net Assets / Fund Balance$14,170,448$13,805,450▼ $364,998

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,153,973$1,768,584$13,922,557
Equipment$151,696$519,798$671,494
Other Land Buildings$313,726$56,766$370,492
Land$65,000-$65,000
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric Halverson Left August 2019AdministratoFT$110,484$17,587$128,071

Board Members and Trustees

NameTitle
Jim KestersonChair
Jim AllenDirector
Msgr Kevin MccoyDirector
Nancy CrimminsDirector
Steve KerstenDirector
Tracy Trotter Eff September 2019Administrato
BENNETT O'CONNORSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$213,542
Program Service Revenue
$6,461,998
Investment Income
$19,077
Other Revenue
$0
All Other Contributions
$38,142
Change in Net Assets
$-160,479
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,153,167
Other Expenses$2,698,714
Grants and Similar Amounts Paid$3,215
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,073,078$124,919-$3,197,997
Other Employee Benefits$538,644$31,460-$570,104
Depreciation Depletion$395,840$30,817-$426,657
Occupancy$306,512$6,611-$313,123
Payroll Taxes$236,316$17,074-$253,390
Other Expenses$152,346$41,976-$194,322
Interest$144,591$11,257-$155,848
Insurance$87,495$60,598-$148,093
Current Officers, Directors, Trustees, and Key Employees-$131,676-$131,676
Fees for Services Other$1,320$70,510-$71,830
Information Technology-$40,178-$40,178
All Other Expenses$22,925$9,411-$32,336
Office Expenses-$25,419-$25,419
Fees for Services Accounting-$23,445-$23,445
Advertising-$14,636-$14,636
Fees for Services Legal-$5,891-$5,891
Grants to Domestic Orgs$3,215--$3,215
Travel-$1,691-$1,691
Total Functional Expenses$6,187,330$667,766$0$6,855,096
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-$318,279-

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 AVE N, FORT DODGE, IA 50501

Signing Officer

Name
Tracy Trotter Eff September 2019
Title
Administrator
Phone
5155761138
Signed
2019-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Trotter Eff September 2019
Formed
1960
Legal Domicile
Ia
Voting Board Members
7
Independent Board Members
7
Employees
162
Volunteers
40

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/OtherAssetsTotalGrp/BOYAmt012162
IRS990/OtherAssetsTotalGrp/EOYAmt011244
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt031460
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0538644
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0570104
IRS990/OtherExpensesGrp/Desc0NURSING CARE
IRS990/OtherExpensesGrp/Desc1FOOD SUPPLIES
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020197
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt141976
IRS990/OtherExpensesGrp/ProgramServicesAmt0590696
IRS990/OtherExpensesGrp/ProgramServicesAmt1348467
IRS990/OtherExpensesGrp/ProgramServicesAmt2285885
IRS990/OtherExpensesGrp/ProgramServicesAmt3152346
IRS990/OtherExpensesGrp/TotalAmt0590696
IRS990/OtherExpensesGrp/TotalAmt1348467
IRS990/OtherExpensesGrp/TotalAmt2306082
IRS990/OtherExpensesGrp/TotalAmt3194322
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0124919
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03073078
IRS990/OtherSalariesAndWagesGrp/TotalAmt03197997
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017074
IRS990/PayrollTaxesGrp/ProgramServicesAmt0236316
IRS990/PayrollTaxesGrp/TotalAmt0253390
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TRACY TROTTER EFF SEPTEMBER 2019
IRS990/PriorPeriodAdjustmentsAmt06376
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/RelatedOrExemptFuncIncomeAmt03296638
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11982013
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21162738
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt320609
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03296638
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11982013
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21162738
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt320609
IRS990/ProgSrvcAccomActy2Grp/Desc0THE MARIAN VILLAGE IS A RETIREMENT APARTMENT COMPLEX CONSISTING OF 28 INDEPENDENT LIVING APARTMENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0302211
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0465705
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02160900
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02089
IRS990/PYInvestmentIncomeAmt0-59479
IRS990/PYOtherExpensesAmt02474456
IRS990/PYProgramServiceRevenueAmt06332250
IRS990/PYRevenuesLessExpensesAmt02013022
IRS990/PYSalariesCompEmpBnftPaidAmt03944104
IRS990/PYTotalExpensesAmt06420649
IRS990/PYTotalRevenueAmt08433671
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-160479
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RelatedOrganizationsAmt0175400
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05996293
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0124592
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0132929
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0213542
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02160900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01665703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01526939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt039230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05606314
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01677
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0821
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0139
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07330
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08143
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06461998
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06332250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05673428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06485582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06122412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt031075670
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01677
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0821
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0139
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07330
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018110
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt036681984
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06675540
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08493150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07339131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08012521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06161642
IRS990ScheduleA/Total509Grp/TotalAmt036681984
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06677217
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08493971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07339270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt08019851
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06169785
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt036700094
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/BookValueAmt012153973
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01768584
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013922557
IRS990ScheduleD/EquipmentGrp/BookValueAmt0151696
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0519798
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0671494
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt065000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt065000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0313726
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt056766
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/TotalBookValueLandBuildingsAmt012684395
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

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,805,450
Liabilities
$6,433,858
Net assets
$7,371,592
Revenue
$6,694,617
Expenses
$6,855,096
Net income
-$160,479
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
2019Detailed filing. Detailed filing data is available for this year.$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