Civic Intelligence

Evergreen Terrace Inc

EIN 42-1431909 • 501(c)3 • Des Moines, IA

Profile

Housing for low income elderly

2930 Bell AvenueDes Moines, IA 50321

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

98th percentile

2.39x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

98th percentile

7.95x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

42nd percentile

1.0%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

42nd percentile

0.8%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

19%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$1,367,661

Up $10,602 (+0.8%) from 2024

Liabilities

Up

$3,269,948

Up $6,421 (+0.2%) from 2024

Net Assets

Up

-$1,902,287

Up $4,181 (+0.2%) from 2024

Operations
Liabilities / Revenue98th percentileNet Margin42nd percentile

Revenue

Up

$411,455

Up $66,297 (+19%) from 2024

Expenses

Down

$407,274

Down $4,217 (-1.0%) from 2024

Net Income

Up

$4,181

Up $70,514 (+106%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$2.0M$0-$2.0MAssets 2011: $2,650,025Liabilities 2011: $3,254,511Net Assets 2011: -$604,4862011Assets 2012: $2,619,308Liabilities 2012: $3,299,347Net Assets 2012: -$680,0392012Assets 2013: $2,535,640Liabilities 2013: $3,254,546Net Assets 2013: -$718,9062013Assets 2014: $2,478,319Liabilities 2014: $3,255,845Net Assets 2014: -$777,5262014Assets 2015: $2,416,906Liabilities 2015: $3,253,024Net Assets 2015: -$836,1182015Assets 2016: $2,365,872Liabilities 2016: $3,255,354Net Assets 2016: -$889,4822016Assets 2017: $2,213,015Liabilities 2017: $3,258,333Net Assets 2017: -$1,045,3182017Assets 2018: $2,153,828Liabilities 2018: $3,263,271Net Assets 2018: -$1,109,4432018Assets 2019: $2,105,848Liabilities 2019: $3,279,258Net Assets 2019: -$1,173,4102019Assets 2020: $2,043,216Liabilities 2020: $3,285,085Net Assets 2020: -$1,241,8692020Assets 2021: $1,610,229Liabilities 2021: $3,314,407Net Assets 2021: -$1,704,1782021Assets 2022: $1,528,395Liabilities 2022: $3,277,800Net Assets 2022: -$1,749,4052022Assets 2023: $1,447,808Liabilities 2023: $3,287,943Net Assets 2023: -$1,840,1352023Assets 2024: $1,357,059Liabilities 2024: $3,263,527Net Assets 2024: -$1,906,4682024Assets 2025: $1,367,661Liabilities 2025: $3,269,948Net Assets 2025: -$1,902,2872025

Highlighted filing

2025

Assets$1,367,661
Liabilities$3,269,948
Net Assets-$1,902,287
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $200,3262011Revenue 2012: $173,847Expenses 2012: $249,400Net Income 2012: -$75,5532012Expenses 2013: $210,0372013Revenue 2014: $162,987Expenses 2014: $221,607Net Income 2014: -$58,6202014Revenue 2015: $181,882Expenses 2015: $240,474Net Income 2015: -$58,5922015Revenue 2016: $190,396Expenses 2016: $243,760Net Income 2016: -$53,3642016Revenue 2017: $194,468Expenses 2017: $350,304Net Income 2017: -$155,8362017Revenue 2018: $197,684Expenses 2018: $261,809Net Income 2018: -$64,1252018Revenue 2019: $201,183Expenses 2019: $265,150Net Income 2019: -$63,9672019Revenue 2020: $209,616Expenses 2020: $278,075Net Income 2020: -$68,4592020Revenue 2021: $216,911Expenses 2021: $679,220Net Income 2021: -$462,3092021Revenue 2022: $263,172Expenses 2022: $308,399Net Income 2022: -$45,2272022Revenue 2023: $256,672Expenses 2023: $347,402Net Income 2023: -$90,7302023Revenue 2024: $345,158Expenses 2024: $411,491Net Income 2024: -$66,3332024Revenue 2025: $411,455Expenses 2025: $407,274Net Income 2025: $4,1812025

Highlighted filing

2025

Revenue$411,455
Expenses$407,274
Net Income$4,181
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,367,661
Liabilities
$3,269,948
Net assets
-$1,902,287
Revenue
$411,455
Expenses
$407,274
Net income
$4,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$3.27$1.90$0.41$0.41$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$3.26$1.91$0.35$0.41$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$3.29$1.84$0.26$0.35$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$3.28$1.75$0.26$0.31$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$3.31$1.70$0.22$0.68$0.46
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$3.29$1.24$0.21$0.28$0.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$3.28$1.17$0.20$0.27$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$3.26$1.11$0.20$0.26$0.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$3.26$1.05$0.19$0.35$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$3.26$0.89$0.19$0.24$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.42$3.25$0.84$0.18$0.24$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.48$3.26$0.78$0.16$0.22$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$3.25$0.72$0.21
2012Summary only. Only limited summary data is available for this year.$2.62$3.30$0.68$0.17$0.25$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$3.25$0.60$0.20
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$263,172
Mission and Program Overview

Mission

Housing for low income elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,301,301$1,216,540▼ $84,761
Investments Program Related$276,963$255,655▼ $21,308
Cash and Non-Interest-Bearing Accounts$2,977$15,664▲ $12,687
Accounts Receivable$945$10,174▲ $9,229
Total Assets$1,610,229$1,528,395▼ $81,834
Other Assets Total$28,043$30,362▲ $2,319
Liabilities
Other Liabilities$3,292,630$3,267,017▼ $25,613
Accounts Payable and Accrued Expenses$21,516$10,366▼ $11,150
Deferred Revenue$261$417▲ $156
Total Liabilities$3,314,407$3,277,800▼ $36,607
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,704,178$-1,749,405▼ $45,227
Total Net Assets Fund Balance$-1,704,178$-1,749,405▼ $45,227
Total Liabilities and Net Assets / Fund Balance$1,610,229$1,528,395▼ $81,834

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,058,683$2,149,691$3,208,374
Equipment$50,037$85,597$135,634
Land$107,445-$107,445
Other Land Buildings$375$34,769$35,144
Investment Program Related Org$33,931--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Amy BlochPresident
Sandra GraserVice President
Barb RedmondDirector
Fr Brad PelzelDirector
Jessica HughesDirector
John SchultzDirector
Mark WetzDirector
Matt ScottSecretary
Jeanie HohensteinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$232,268
Investment Income
$496
Other Revenue
$30,408
Change in Net Assets
$-45,227

Audited Revenue Reconciliation

Revenue per Audited Statements
$263,172
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$263,172
Total Revenue per Form 990
$263,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$308,399
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$137,819--$137,819
Depreciation Depletion$84,761--$84,761
Other Expenses$34,323--$34,323
Fees for Services Management-$30,463-$30,463
Office Expenses-$13,602-$13,602
Fees for Services Accounting-$6,970-$6,970
Advertising-$461-$461
Total Functional Expenses$256,903$51,496$0$308,399

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$308,399
Total Expenses per Audited Statements$308,399
Total Expenses per Form 990$308,399
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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

Other Reported Liabilities

LiabilityAmount
Mortgage Payable$3,228,600
Residual Receipts Recapture Payable$20,181
Security Deposits$18,236
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Evergreen terrace, inc. Had a management agreement with connections area agency on aging through september 30, 2019. A new management agreement was signed with midstates development, inc., and went into effect on october 1, 2019. The entity then entered into a new management agreement with darwin t. Lynner co, inc. Effective may 1, 2021.”

Form 990, Part VI, Section B, Line 11B

“Form 990 was reviewed and signed by the president of the board before it was filed.”

Form 990, Part VI, Section B, Line 15

“There is a formal review process with written substantiation of goals and achievements which determine compensation.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available at the office in sioux city, iowa.”

Filing and Contact Details

Filer

Filer Name
Evergreen Terrace Inc
EIN
42-1431909
Phone
7122583251
Address
2930 BELL AVENUE, DES MOINES, IA 50321

Signing Officer

Name
Amy Bloch
Title
President
Phone
7122583251
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Bloch
Formed
1994
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
DAUBY O'CONNOR & ZALESKI LLC
Address
501 CONGRESSIONAL BLVD 300, CARMEL, IN 46032
Preparer
Jacob a Sowers
Phone
3178485700
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The corporation is exempt from federal income tax under section 501(c)(3) of the internal revenue code and state income tax and has been classified as an other than private foundation. Accordingly, no provision for federal and state taxes on revenue and income has been recognized in the accompanying financial statements. Generally, the federal and state tax returns were subject to examinations from the three years after the later of the original or extended due date or the date filed with the applicable tax authority.”

Raw XML AppendixShowing 400 of 463 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt021516
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010366
IRS990/AccountsReceivableGrp/BOYAmt0945
IRS990/AccountsReceivableGrp/EOYAmt010174
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HOUSING FOR LOW INCOME ELDERLY
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0461
IRS990/AdvertisingGrp/TotalAmt0461
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DARWIN T LYNNER CO INC
IRS990/BooksInCareOfDetail/PhoneNum05152438300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02930 BELL AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DES MOINES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050321
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CashNonInterestBearingGrp/BOYAmt02977
IRS990/CashNonInterestBearingGrp/EOYAmt015664
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0496
IRS990/CYOtherExpensesAmt0308399
IRS990/CYOtherRevenueAmt030408
IRS990/CYProgramServiceRevenueAmt0232268
IRS990/CYRevenuesLessExpensesAmt0-45227
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0308399
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DeferredRevenueGrp/BOYAmt0261
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IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt084761
IRS990/DepreciationDepletionGrp/TotalAmt084761
IRS990/Desc0EXPENSES INCURRED TO OPERATE A 55 UNIT APARMENT COMPLEX FOR THE ELDERLY, FINANCED BY A SECTION 202 CAPITAL ADVANCE FROM HUD. TENANT RENT IS SUBSIDIZED BY SECTION 202 PRAC ASSISTANCE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0256903
IRS990/FamilyOrBusinessRlnInd00
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IRS990/FederalGrantAuditRequiredInd01
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IRS990/FeesForServicesAccountingGrp/TotalAmt06970
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt030463
IRS990/FeesForServicesManagementGrp/TotalAmt030463
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0AMY BLOCH
IRS990/Form990PartVIISectionAGrp/PersonNm1SANDRA GRASER
IRS990/Form990PartVIISectionAGrp/PersonNm2JEANIE HOHENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm3MATT SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm4FR BRAD PELZEL
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN SCHULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm6BARB REDMOND
IRS990/Form990PartVIISectionAGrp/PersonNm7MARK WETZ
IRS990/Form990PartVIISectionAGrp/PersonNm8JESSICA HUGHES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/FSAuditedInd01
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IRS990/GrantsToOrganizationsInd00
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IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt01216540
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IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt0607
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0607
IRS990/MissionDesc0HOUSING FOR LOW INCOME ELDERLY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-1704178
IRS990/NetAssetsOrFundBalancesEOYAmt0-1749405
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-1704178
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-1749405
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IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/TotalAmt013602
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IRS990/OtherAssetsTotalGrp/BOYAmt028043
IRS990/OtherAssetsTotalGrp/EOYAmt030362
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MANAGEMENT COMPANY EMPL
IRS990/OtherExpensesGrp/ProgramServicesAmt034323
IRS990/OtherExpensesGrp/TotalAmt034323
IRS990/OtherLiabilitiesGrp/BOYAmt03292630
IRS990/OtherLiabilitiesGrp/EOYAmt03267017
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/BusinessCd1531110
IRS990/OtherRevenueMiscGrp/BusinessCd2531110
IRS990/OtherRevenueMiscGrp/Desc0RESIDUAL RECEIPTS
IRS990/OtherRevenueMiscGrp/Desc1TENANT CHARGES
IRS990/OtherRevenueMiscGrp/Desc2LAUNDRY AND VENDING
IRS990/OtherRevenueMiscGrp/ExclusionAmt023354
IRS990/OtherRevenueMiscGrp/ExclusionAmt13782
IRS990/OtherRevenueMiscGrp/ExclusionAmt22665
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023354
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13782
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt22665
IRS990/OtherRevenueTotalAmt030408
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0AMY BLOCH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0232268
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0232268
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0523
IRS990/PYOtherExpensesAmt0679220
IRS990/PYOtherRevenueAmt03212
IRS990/PYProgramServiceRevenueAmt0213176
IRS990/PYRevenuesLessExpensesAmt0-462309
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0679220
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0216911
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-45227
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt0232268
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME CONSISTS OF TENANT CHARGES, LAUNDRY AND VENDING CHARGES AND OTHER INCOME ITEMS FOR SERVICES PROVIDED FOR THE CONVENIENCE OF THE TENANTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0496
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0523
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01791
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01464
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0138
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0232268
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0213176
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0207825
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0199719
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0197546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01050534
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0496
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0523
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01791
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01464
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0138
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04412
IRS990ScheduleA/InvestmentIncomeCYPct00.00410
IRS990ScheduleA/InvestmentIncomePYPct00.00400
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt030408
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03212
IRS990ScheduleA/OtherIncome509Grp/TotalAmt033620
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96510
IRS990ScheduleA/PublicSupportPY509Pct00.99280
IRS990ScheduleA/PublicSupportTotal509Amt01050534
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0232268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0213176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0207825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0199719
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0197546
IRS990ScheduleA/Total509Grp/TotalAmt01050534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0263172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0216911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0209616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0201183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0197684
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01088566
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01058683
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02149691
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03208374
IRS990ScheduleD/EquipmentGrp/BookValueAmt050037
IRS990ScheduleD/EquipmentGrp/DepreciationAmt085597
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0135634
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0308399
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0221724
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt133931
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0RESERVE REPLACEMENT FUND
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/LandGrp/BookValueAmt0107445
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0107445
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0375
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt034769
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt035144
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018236
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13228600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt220181
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MORTGAGE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RESIDUAL RECEIPTS RECAPTURE PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0263172
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX AND HAS BEEN CLASSIFIED AS AN OTHER THAN PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE TAXES ON REVENUE AND INCOME HAS BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. GENERALLY, THE FEDERAL AND STATE TAX RETURNS WERE SUBJECT TO EXAMINATIONS FROM THE THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE OR THE DATE FILED WITH THE APPLICABLE TAX AUTHORITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01216540
IRS990ScheduleD/TotalBookValueProgramRltdAmt0255655
IRS990ScheduleD/TotalExpensesPerForm990Amt0308399
IRS990ScheduleD/TotalLiabilityAmt03267017
IRS990ScheduleD/TotalRevenuePerForm990Amt0263172
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0263172
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0308399
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EVERGREEN TERRACE, INC. HAD A MANAGEMENT AGREEMENT WITH CONNECTIONS AREA AGENCY ON AGING THROUGH SEPTEMBER 30, 2019. A NEW MANAGEMENT AGREEMENT WAS SIGNED WITH MIDSTATES DEVELOPMENT, INC., AND WENT INTO EFFECT ON OCTOBER 1, 2019. THE ENTITY THEN ENTERED INTO A NEW MANAGEMENT AGREEMENT WITH DARWIN T. LYNNER CO, INC. EFFECTIVE MAY 1, 2021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS REVIEWED AND SIGNED BY THE PRESIDENT OF THE BOARD BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE IS A FORMAL REVIEW PROCESS WITH WRITTEN SUBSTANTIATION OF GOALS AND ACHIEVEMENTS WHICH DETERMINE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE OFFICE IN SIOUX CITY, IOWA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HOLY SPIRIT RETIREMENT HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0426102778
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RETIREMENT HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01701 W 25TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SIOUX CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd051103
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01610229
IRS990/TotalAssetsEOYAmt01528395
IRS990/TotalAssetsGrp/BOYAmt01610229
IRS990/TotalAssetsGrp/EOYAmt01528395
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt051496
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0256903
IRS990/TotalFunctionalExpensesGrp/TotalAmt0308399

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