Civic Intelligence

Boone Regency Retirement

990 • Fiscal year 2021 • EIN 42-1402529

Nov 01, 2020 to Oct 31, 2021 • Filed on Jan 03, 2022

Organization ProfileN/A
1110 S MarshallBoone, IA 50036

(515) 432-9463

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$1,232,094

Down $105,549 (-7.9%) from 2020

Net Assets

Down

$894,455

Down $73,657 (-7.6%) from 2020

Liabilities

Down

$337,639

Down $31,892 (-8.6%) from 2020

Revenue And Expenses

Revenue

Down

$288,226

Down $2,315 (-0.8%) from 2020

Expenses

Up

$361,883

Up $69,651 (+24%) from 2020

Net Income

Down

-$73,657

Down $71,966 (-4256%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,920,568Liabilities 2010: $1,521,638Net Assets 2010: $398,9302010Assets 2011: $1,864,799Liabilities 2011: $1,414,800Net Assets 2011: $449,9992011Assets 2012: $1,818,733Liabilities 2012: $1,307,594Net Assets 2012: $511,1392012Assets 2013: $1,787,496Liabilities 2013: $1,212,087Net Assets 2013: $575,4092013Assets 2014: $1,516,281Liabilities 2014: $827,641Net Assets 2014: $688,6402014Assets 2015: $1,329,416Liabilities 2015: $587,071Net Assets 2015: $742,3452015Assets 2016: $1,275,916Liabilities 2016: $466,691Net Assets 2016: $809,2252016Assets 2017: $1,322,638Liabilities 2017: $441,000Net Assets 2017: $881,6382017Assets 2018: $1,360,696Liabilities 2018: $428,797Net Assets 2018: $931,8992018Assets 2019: $1,363,490Liabilities 2019: $393,687Net Assets 2019: $969,8032019Assets 2020: $1,337,643Liabilities 2020: $369,531Net Assets 2020: $968,1122020Assets 2021: $1,232,094Liabilities 2021: $337,639Net Assets 2021: $894,4552021Assets 2021: $1,248,472Liabilities 2021: $337,639Net Assets 2021: $910,8332021Assets 2022: $1,113,893Liabilities 2022: $311,716Net Assets 2022: $802,1772022Assets 2023: $1,065,927Liabilities 2023: $285,931Net Assets 2023: $779,9962023Assets 2024: $940,682Liabilities 2024: $260,847Net Assets 2024: $679,8352024Assets 2025: $919,299Liabilities 2025: $235,554Net Assets 2025: $683,7452025

Highlighted filing

2021

Assets$1,232,094
Liabilities$337,639
Net Assets$894,455
Open 2021 Filing

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $263,2262010Expenses 2011: $252,3252011Expenses 2012: $250,4802012Expenses 2013: $255,0532013Revenue 2014: $314,869Expenses 2014: $240,864Net Income 2014: $74,0052014Revenue 2015: $293,037Expenses 2015: $239,332Net Income 2015: $53,7052015Revenue 2016: $291,689Expenses 2016: $224,809Net Income 2016: $66,8802016Revenue 2017: $292,312Expenses 2017: $219,899Net Income 2017: $72,4132017Revenue 2018: $288,210Expenses 2018: $237,949Net Income 2018: $50,2612018Revenue 2019: $293,694Expenses 2019: $255,790Net Income 2019: $37,9042019Revenue 2020: $290,541Expenses 2020: $292,232Net Income 2020: -$1,6912020Revenue 2021: $288,226Expenses 2021: $361,883Net Income 2021: -$73,6572021Revenue 2021: $304,604Expenses 2021: $361,883Net Income 2021: -$57,2792021Revenue 2022: $291,719Expenses 2022: $417,079Net Income 2022: -$125,3602022Revenue 2023: $289,948Expenses 2023: $312,129Net Income 2023: -$22,1812023Revenue 2024: $288,475Expenses 2024: $371,932Net Income 2024: -$83,4572024Revenue 2025: $304,178Expenses 2025: $300,268Net Income 2025: $3,9102025

Highlighted filing

2021

Revenue$288,226
Expenses$361,883
Net Income-$73,657
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Jan 3, 2022
Return Version
2020v4.0
Gross Receipts
$288,226
Mission and Program Overview

Mission

To provide residential housing and other facilities to the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,145,450$1,114,185▼ $31,265
Savings and Temporary Cash Investments$192,193$117,909▼ $74,284
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,337,643$1,232,094▼ $105,549
Other Assets Total-$0-
Liabilities
Other Liabilities$362,286$336,411▼ $25,875
Accounts Payable and Accrued Expenses$7,245$1,228▼ $6,017
Total Liabilities$369,531$337,639▼ $31,892
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$968,112$894,455▼ $73,657
Total Net Assets Fund Balance$968,112$894,455▼ $73,657
Total Liabilities and Net Assets / Fund Balance$1,337,643$1,232,094▼ $105,549

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$910,301$1,449,885$2,360,186
Land$174,024-$174,024
Equipment$29,860$25,059$54,919
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sandy StoltePresident
Patricia DuehringVice President
Jack BlanschanDirector
Lila MallicoatDirector
Joann SorensenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,224
Program Service Revenue
$285,114
Investment Income
$888
Other Revenue
$0
All Other Contributions
$2,224
Change in Net Assets
$-73,657
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$312,396
Salaries, Compensation, and Employee Benefits$49,487
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$62,156--$62,156
Other Salaries and Wages$21,391$24,530-$45,921
Insurance$17,190--$17,190
Office Expenses$2,608$2,990-$5,598
Fees for Services Other$2,138$2,452-$4,590
Payroll Taxes$1,661$1,905-$3,566
Other Expenses$2,377--$2,377
Advertising$693--$693
Total Functional Expenses$330,006$31,877$0$361,883
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Resident Entrance Fee$336,411
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Each member of the governing board has access to a copy of the form 990 and will review a copy of the 990 before submission.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization requires a signed written statement from directors regarding the conflict of interest policy.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board reviews the compensation of all employees annually and does comparisons with similiar organizations.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All required documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Boone Regency Retirement
EIN
42-1402529
Phone
5154329463
Address
1110 S MARSHALL, BOONE, IA 50036

Signing Officer

Name
Sandy Stolte
Title
President
Signed
2022-01-03
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
5
Employees
3
Volunteers
10

Preparer

Firm
Houston & Seeman PC
Address
724 Story St 601, Boone, IA 50036
Preparer
Eric G Seeman
Phone
5154321176
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The organization does not believe it has any income derived from unrelated business activities. The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.”

Raw XML AppendixShowing 400 of 421 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07245
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01228
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE RESIDENTIAL HOUSING AND OTHER FACILITIES TO THE ELDERLY.
IRS990/AdvertisingGrp/ProgramServicesAmt0693
IRS990/AdvertisingGrp/TotalAmt0693
IRS990/AllOtherContributionsAmt02224
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0TERESA SLEETH HELDT
IRS990/BooksInCareOfDetail/PhoneNum05154329463
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01110 S MARSHALL
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOONE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050036
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02224
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0888
IRS990/CYOtherExpensesAmt0312396
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0285114
IRS990/CYRevenuesLessExpensesAmt0-73657
IRS990/CYSalariesCompEmpBnftPaidAmt049487
IRS990/CYTotalExpensesAmt0361883
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0288226
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt062156
IRS990/DepreciationDepletionGrp/TotalAmt062156
IRS990/Desc0TO PROVIDE RESIDENTIAL HOUSING AND OTHER FACILITIES TO THE ELDERLY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0330006
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02452
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02138
IRS990/FeesForServicesOtherGrp/TotalAmt04590
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JACK BLANSCHAN
IRS990/Form990PartVIISectionAGrp/PersonNm1LILA MALLICOAT
IRS990/Form990PartVIISectionAGrp/PersonNm2JOANN SORENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICIA DUEHRING
IRS990/Form990PartVIISectionAGrp/PersonNm4SANDY STOLTE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0288226
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt017190
IRS990/InsuranceGrp/TotalAmt017190
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0888
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0888
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01474944
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01145450
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01114185
IRS990/LandBldgEquipCostOrOtherBssAmt02589129
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE RESIDENTIAL HOUSING AND OTHER FACILITIES TO THE ELDERLY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0968112
IRS990/NetAssetsOrFundBalancesEOYAmt0894455
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0968112
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0894455
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02990
IRS990/OfficeExpensesGrp/ProgramServicesAmt02608
IRS990/OfficeExpensesGrp/TotalAmt05598
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MAINTENANCE
IRS990/OtherExpensesGrp/Desc1PROPERTY TAXES
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3TELEPHONE & INTERNET
IRS990/OtherExpensesGrp/ProgramServicesAmt0146278
IRS990/OtherExpensesGrp/ProgramServicesAmt140787
IRS990/OtherExpensesGrp/ProgramServicesAmt232727
IRS990/OtherExpensesGrp/ProgramServicesAmt32377
IRS990/OtherExpensesGrp/TotalAmt0146278
IRS990/OtherExpensesGrp/TotalAmt140787
IRS990/OtherExpensesGrp/TotalAmt232727
IRS990/OtherExpensesGrp/TotalAmt32377
IRS990/OtherLiabilitiesGrp/BOYAmt0362286
IRS990/OtherLiabilitiesGrp/EOYAmt0336411
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt024530
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt021391
IRS990/OtherSalariesAndWagesGrp/TotalAmt045921
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01905
IRS990/PayrollTaxesGrp/ProgramServicesAmt01661
IRS990/PayrollTaxesGrp/TotalAmt03566
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/Desc0TENANT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0285114
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0285114
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02702
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01115
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0246297
IRS990/PYProgramServiceRevenueAmt0286724
IRS990/PYRevenuesLessExpensesAmt0-1691
IRS990/PYSalariesCompEmpBnftPaidAmt045935
IRS990/PYTotalExpensesAmt0292232
IRS990/PYTotalRevenueAmt0290541
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-73657
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0285114
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0192193
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0117909
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02224
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02702
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07033
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07216
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020523
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0888
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01115
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01264
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0264
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0119
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0285114
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0286724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0285397
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0286598
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0284977
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01428810
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0888
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01115
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01264
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0264
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0119
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03650
IRS990ScheduleA/InvestmentIncomeCYPct00.00250
IRS990ScheduleA/InvestmentIncomePYPct00.00190
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99750
IRS990ScheduleA/PublicSupportPY509Pct00.99810
IRS990ScheduleA/PublicSupportTotal509Amt01449333
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0287338
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0289426
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0292430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0287946
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0292193
IRS990ScheduleA/Total509Grp/TotalAmt01449333
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0288226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0290541
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0293694
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0288210
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0292312
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01452983
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0910301
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01449885
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02360186
IRS990ScheduleD/EquipmentGrp/BookValueAmt029860
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025059
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt054919
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0174024
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0174024
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0336411
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RESIDENT ENTRANCE FEE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT BELIEVE IT HAS ANY INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01114185
IRS990ScheduleD/TotalLiabilityAmt0336411
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH MEMBER OF THE GOVERNING BOARD HAS ACCESS TO A COPY OF THE FORM 990 AND WILL REVIEW A COPY OF THE 990 BEFORE SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIRES A SIGNED WRITTEN STATEMENT FROM DIRECTORS REGARDING THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS THE COMPENSATION OF ALL EMPLOYEES ANNUALLY AND DOES COMPARISONS WITH SIMILIAR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL REQUIRED DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01337643
IRS990/TotalAssetsEOYAmt01232094
IRS990/TotalAssetsGrp/BOYAmt01337643
IRS990/TotalAssetsGrp/EOYAmt01232094
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02224
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031877
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0330006
IRS990/TotalFunctionalExpensesGrp/TotalAmt0361883
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0369531
IRS990/TotalLiabilitiesEOYAmt0337639
IRS990/TotalLiabilitiesGrp/BOYAmt0369531
IRS990/TotalLiabilitiesGrp/EOYAmt0337639
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0968112
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0894455
IRS990/TotalProgramServiceExpensesAmt0330006
IRS990/TotalProgramServiceRevenueAmt0285114
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0286002
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0288226
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01337643
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01232094
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01110 S MARSHALL
IRS990/USAddress/CityNm0BOONE
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050036
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDY STOLTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOONE REGENCY RETIREMENT
ReturnHeader/Filer/BusinessNameControlTxt0BOON

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,232,094
Liabilities
$337,639
Net assets
$894,455
Revenue
$288,226
Expenses
$361,883
Net income
-$73,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.92$0.24$0.68$0.30$0.30$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.26$0.68$0.29$0.37$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.29$0.78$0.29$0.31$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.31$0.80$0.29$0.42$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.34$0.91$0.30$0.36$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.34$0.89$0.29$0.36$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.37$0.97$0.29$0.29$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.36$0.39$0.97$0.29$0.26$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.43$0.93$0.29$0.24$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.44$0.88$0.29$0.22$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.47$0.81$0.29$0.22$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.59$0.74$0.29$0.24$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.83$0.69$0.31$0.24$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$1.21$0.58$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$1.31$0.51$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$1.41$0.45$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$1.52$0.40$0.26