Civic Intelligence

Western Home Foundation Inc

990 • Fiscal year 2016 • EIN 42-1505760

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 28, 2017

Organization ProfileWWW.WESTERNHOMECOMMUNITIES.ORG
420 East 11th StreetCedar Falls, IA 50613

(319) 277-2141

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.31x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.61x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

4th percentile

-82%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

91st percentile

$357,800

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

2nd percentile

-33%

Faster asset growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

70%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$3,290,351

Down $1,652,564 (-33%) from 2015

Net Assets

Down

$2,254,012

Down $1,259,186 (-36%) from 2015

Liabilities

Down

$1,036,339

Down $393,378 (-28%) from 2015

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin4th percentile

Revenue

Up

$1,689,010

Up $694,651 (+70%) from 2015

Expenses

Up

$3,077,443

Up $1,499,023 (+95%) from 2015

Net Income

Down

-$1,388,433

Down $804,372 (-138%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $1,365,098Liabilities 2010: $757Net Assets 2010: $1,364,3412010Assets 2011: $1,365,281Liabilities 2011: $0Net Assets 2011: $1,365,2812011Assets 2012: $1,547,382Liabilities 2012: $484Net Assets 2012: $1,546,8982012Assets 2013: $3,769,551Liabilities 2013: $287Net Assets 2013: $3,769,2642013Assets 2014: $4,689,299Liabilities 2014: $368,985Net Assets 2014: $4,320,3142014Assets 2015: $4,942,915Liabilities 2015: $1,429,717Net Assets 2015: $3,513,1982015Assets 2016: $3,290,351Liabilities 2016: $1,036,339Net Assets 2016: $2,254,0122016Assets 2017: $2,911,016Liabilities 2017: $1,037,078Net Assets 2017: $1,873,9382017Assets 2018: $3,530,270Liabilities 2018: $1,035,364Net Assets 2018: $2,494,9062018Assets 2019: $3,804,681Liabilities 2019: $1,036,128Net Assets 2019: $2,768,5532019Assets 2020: $3,972,686Liabilities 2020: $1,056,078Net Assets 2020: $2,916,6082020Assets 2021: $4,665,350Liabilities 2021: $1,037,886Net Assets 2021: $3,627,4642021Assets 2022: $3,162,465Liabilities 2022: $3,263,924Net Assets 2022: -$101,4592022Assets 2023: $2,627,635Liabilities 2023: $2,656,712Net Assets 2023: -$29,0772023Assets 2024: $2,476,551Liabilities 2024: $2,694,182Net Assets 2024: -$217,6312024

Highlighted filing

2016

Assets$3,290,351
Liabilities$1,036,339
Net Assets$2,254,012
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $148,7712010Expenses 2011: $198,1752011Expenses 2012: $267,4602012Revenue 2013: $2,394,750Expenses 2013: $263,752Net Income 2013: $2,130,9982013Revenue 2014: $1,125,946Expenses 2014: $619,733Net Income 2014: $506,2132014Revenue 2015: $994,359Expenses 2015: $1,578,420Net Income 2015: -$584,0612015Revenue 2016: $1,689,010Expenses 2016: $3,077,443Net Income 2016: -$1,388,4332016Revenue 2017: $603,707Expenses 2017: $1,157,685Net Income 2017: -$553,9782017Revenue 2018: $1,727,101Expenses 2018: $897,443Net Income 2018: $829,6582018Revenue 2019: $593,005Expenses 2019: $570,339Net Income 2019: $22,6662019Revenue 2020: $402,742Expenses 2020: $508,631Net Income 2020: -$105,8892020Revenue 2021: $1,131,480Expenses 2021: $594,513Net Income 2021: $536,9672021Revenue 2022: $449,828Expenses 2022: $1,332,945Net Income 2022: -$883,1172022Revenue 2023: $692,051Expenses 2023: $820,737Net Income 2023: -$128,6862023Revenue 2024: $585,278Expenses 2024: $925,795Net Income 2024: -$340,5172024

Highlighted filing

2016

Revenue$1,689,010
Expenses$3,077,443
Net Income-$1,388,433
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 28, 2017
Return Version
2016v3.0
Gross Receipts
$8,229,998
Mission and Program Overview

Mission

To support the mission of western home communities through philanthropic gifts and stewardships.

To support the mission of western home communities through philanthropic gifts, stewardship, and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,417,679$2,213,161▼ $2,204,518
Cash and Non-Interest-Bearing Accounts-$819,410-
Savings and Temporary Cash Investments$468,727$225,685▼ $243,042
Pledges and Grants Receivable$56,509$32,095▼ $24,414
Total Assets$4,942,915$3,290,351▼ $1,652,564
Liabilities
Other Liabilities$0$1,035,107▲ $1,035,107
Accounts Payable and Accrued Expenses$1,429,717$1,232▼ $1,428,485
Total Liabilities$1,429,717$1,036,339▼ $393,378
Net Assets / Fund Balance
Unrestricted Net Assets$1,075,975$1,930,562▲ $854,587
Permanently Rstr Net Assets$283,691$284,486▲ $795
Temporarily Rstr Net Assets$2,153,532$38,964▼ $2,114,568
Total Net Assets Fund Balance$3,513,198$2,254,012▼ $1,259,186
Total Liabilities and Net Assets / Fund Balance$4,942,915$3,290,351▼ $1,652,564

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$284,486--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$283,691$795--$284,486
2015$281,856$1,835--$283,691
2014$276,606$5,250--$281,856
2013$276,606---$276,606
2012$271,239-▲ $5,367-$276,606
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleOtherTotal
Wendy AgerAdministrator$121,794$121,794

Board Members and Trustees

NameTitle
Bill WittChair
Willard JenkinsVice-chair
Floyd WinterDirector
Greg SchmitzDirector
Joyce CoilDirector
Marlene BehnDirector
Sarah BrownDirector
Scott BittnerDirector
Steve FirmanDirector
Matt GarciaChief Business Dev and Pro
Kris HansenChief Executive Officer
Catherine MeierChief Financial Officer
Jerry HarrisChief Operating Officer
Kathy FlynnSecretary
Larry FoxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,524,235
Program Service Revenue
$0
Investment Income
$179,981
Other Revenue
$-15,206
All Other Contributions
$1,466,495
Change in Net Assets
$-1,388,433

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Other1$1,287,408Written Appraisal
Total Noncash Contributions1$1,287,408-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,689,010
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$144,453
Total Revenue per Audited Statements
$1,833,463
Total Revenue per Form 990
$1,689,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,696,248
Other Expenses$381,195
Total Fundraising Expense$9,697
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,696,248--$2,696,248
Fees for Services Management-$350,000-$350,000
Other Expenses-$10,654-$10,654
Advertising--$9,697$9,697
Travel-$4,716-$4,716
Office Expenses-$4,328-$4,328
Fees for Services Accounting-$1,800-$1,800
Total Functional Expenses$2,696,248$371,498$9,697$3,077,443

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,092,649
Expenses per Audited Statements$3,077,443
Total Expenses per Form 990$3,077,443
Expenses Not Reported on Form 990$15,206
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Western Home GroupCedar Falls, IA501(c)(3)To Support the Mission of Western Home Group$2,192,728
Creekside LLCCedar Falls, IA501(c)(3)To Support the Mission of Creekside, Llc.$492,676
Martin Health CenterCedar Falls, IA501(c)(3)To Support the Mission of the Martin Health Center$10,844

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,206
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$57,740---
Total Events$57,740-$15,206$-15,206
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Payables$1,035,107
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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, Part VI, Section B, Line 11B

“The form 990 will be presented and reviewed by the board at a board meeting before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Board members do not vote on issues concerning their conflict of interest and are excused from any discussion involving the conflict of interest. Board members are to report promptly any situation which might involve or appear to involve any conflict of interest. A conflict of interest statement is to be signed by each board member during their time as a board member.”

Form 990, Part VI, Section B, Line 15

“Board members determine the salaries for leadership employees using leadingage salary surveys as well as other salary surveys.”

Form 990, Part VI, Section C, Line 19

“All documents including governing documents, conflict of interest policy and financial statements will be available upon request.”

Filing and Contact Details

Filer

Filer Name
Western Home Foundation
EIN
42-1505760
Phone
3192772141
Address
420 EAST 11TH STREET, CEDAR FALLS, IA 50613

Signing Officer

Name
Catherine Meier
Title
Chief Financial Officer
Phone
3192772141
Signed
2017-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catherine Meier
Formed
2000
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
235

Preparer

Firm
Ryun Givens & Company Plc
Address
2900 100TH STREET SUITE 301, URBANDALE, IA 50322
Preparer
Curtis E Brand CPA
Phone
5152253141
Supplemental Narrative

Additional Explanations

Form 990. Part XII, Line 2C

“The western home communities, inc. Board of directors is responsible for the oversight of the audit and is also responsible for the selection of an independent auditor. This process remains unchanged from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is to be used for resident care and employee scholarships.”

PART X, LINE 2:

“The organization has adopted the accounting standard regarding accounting for uncertain tax positions. This standard provides detailed guidance for financial statement recognition, measurement, and disclosure of uncertain tax positions recognized in the entity's financial statements. It requires an entity to recognize the financial statement benefit of a tax position when it is more likely than not that the position will be sustained upon examination. The adoption of this standard had no material effect on the organization's financial position, results of operations, or cash flow.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Golf tournament expenses 15,206.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Golf tournament expenses 15,206.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF BUSINESS DEV AND PRO
IRS990/Form990PartVIISectionAGrp/TitleTxt15ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt057740
IRS990/FundraisingDirectExpensesAmt015206
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0100172
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt02696248
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02696248
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02696248
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06625954
IRS990/GrossReceiptsAmt08229998
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt079809
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt079809
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04417679
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02213161
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06525782
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE MISSION OF WESTERN HOME COMMUNITIES THROUGH PHILANTHROPIC GIFTS, STEWARDSHIP, AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt03513198
IRS990/NetAssetsOrFundBalancesEOYAmt02254012
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0100172
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0100172
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-15206
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-15206
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0129247
IRS990/NoncashContributionsAmt01287408
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04328
IRS990/OfficeExpensesGrp/TotalAmt04328
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010654
IRS990/OtherExpensesGrp/TotalAmt010654
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt01035107
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0283691
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0284486
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt056509
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt032095
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CATHERINE MEIER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0809199
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01285158
IRS990/PYInvestmentIncomeAmt0196118
IRS990/PYOtherExpensesAmt0293262
IRS990/PYOtherRevenueAmt0-10958
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-584061
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01578420
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0994359
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1388433
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0468727
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0225685
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0455139878
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1420680487
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2471181061
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02192728
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt110844
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2492676
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTERN HOME GROUP
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1MARTIN HEALTH CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2CREEKSIDE LLC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02696248
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/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0283691
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0795
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0284486
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0281856
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01835
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0283691
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0276606
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0281856
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0276606
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0276606
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0271239
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0276606
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05367
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt015206
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03077443
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0129247
IRS990ScheduleD/OtherExpensesIncludedAmt015206
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01035107
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTERCOMPANY PAYABLES
IRS990ScheduleD/OtherRevenueAmt015206
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01928675
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1284486
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UNRESTRICTED INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PERMANENT RESTRICTED INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0144453
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01689010
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND IS TO BE USED FOR RESIDENT CARE AND EMPLOYEE SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD REGARDING ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THIS STANDARD PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ADOPTION OF THIS STANDARD HAD NO MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION, RESULTS OF OPERATIONS, OR CASH FLOW.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2GOLF TOURNAMENT EXPENSES 15,206.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3GOLF TOURNAMENT EXPENSES 15,206.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02213161
IRS990ScheduleD/TotalExpensesPerForm990Amt03077443
IRS990ScheduleD/TotalLiabilityAmt01035107
IRS990ScheduleD/TotalRevenuePerForm990Amt01689010
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01833463
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03092649
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,290,351
Liabilities
$1,036,339
Net assets
$2,254,012
Revenue
$1,689,010
Expenses
$3,077,443
Net income
-$1,388,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.48$2.69$0.22$0.59$0.93$0.34
2023Detailed filing. Detailed filing data is available for this year.$2.63$2.66$0.03$0.69$0.82$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.16$3.26$0.10$0.45$1.33$0.88
2021Detailed filing. Detailed filing data is available for this year.$4.67$1.04$3.63$1.13$0.59$0.54
2020Detailed filing. Detailed filing data is available for this year.$3.97$1.06$2.92$0.40$0.51$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.80$1.04$2.77$0.59$0.57$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.53$1.04$2.49$1.73$0.90$0.83
2017Detailed filing. Detailed filing data is available for this year.$2.91$1.04$1.87$0.60$1.16$0.55
2016Detailed filing. Detailed filing data is available for this year.$3.29$1.04$2.25$1.69$3.08$1.39
2015Detailed filing. Detailed filing data is available for this year.$4.94$1.43$3.51$0.99$1.58$0.58
2014Detailed filing. Detailed filing data is available for this year.$4.69$0.37$4.32$1.13$0.62$0.51
2013Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$2.39$0.26$2.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.00$1.55$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.36$0.15