Civic Intelligence

The Baptist Home Inc

990 • Fiscal year 2016 • EIN 43-0662474

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 15, 2017

Organization ProfileTHEBAPTISTHOME.ORG
PO Box 87Ironton, MO 63650

(573) 546-2709

Siviq Scores

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

Liabilities / Assets

50th percentile

0.27x

Higher debt load relative to assets than 50% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

69th percentile

0.71x

Higher debt load relative to revenue than 69% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

76th percentile

14%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

55th percentile

3.4%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

34%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$33,616,514

Up $1,109,500 (+3.4%) from 2015

Net Assets

Up

$24,454,082

Up $1,747,080 (+7.7%) from 2015

Liabilities

Down

$9,162,432

Down $637,580 (-6.5%) from 2015

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin76th percentile

Revenue

Up

$12,818,624

Up $3,277,463 (+34%) from 2015

Expenses

Down

$11,071,544

Down $1,013,060 (-8.4%) from 2015

Net Income

Up

$1,747,080

Up $4,290,523 (+169%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$80M$60M$40M$20M$0Assets 2010: $33,520,835Liabilities 2010: $7,889,663Net Assets 2010: $25,631,1722010Assets 2011: $33,265,927Liabilities 2011: $7,796,245Net Assets 2011: $25,469,6822011Assets 2012: $33,999,509Liabilities 2012: $8,556,354Net Assets 2012: $25,443,1552012Assets 2013: $34,760,236Liabilities 2013: $9,698,641Net Assets 2013: $25,061,5952013Assets 2014: $34,993,326Liabilities 2014: $9,742,881Net Assets 2014: $25,250,4452014Assets 2015: $32,507,014Liabilities 2015: $9,800,012Net Assets 2015: $22,707,0022015Assets 2016: $33,616,514Liabilities 2016: $9,162,432Net Assets 2016: $24,454,0822016Assets 2017: $35,726,455Liabilities 2017: $12,790,094Net Assets 2017: $22,936,3612017Assets 2018: $36,742,625Liabilities 2018: $14,922,020Net Assets 2018: $21,820,6052018Assets 2019: $38,427,768Liabilities 2019: $17,649,240Net Assets 2019: $20,778,5282019Assets 2020: $41,762,203Liabilities 2020: $18,680,573Net Assets 2020: $23,081,6302020Assets 2021: $53,281,927Liabilities 2021: $15,175,281Net Assets 2021: $38,106,6462021Assets 2022: $58,996,248Liabilities 2022: $15,754,371Net Assets 2022: $43,241,8772022Assets 2023: $61,247,708Liabilities 2023: $23,471,079Net Assets 2023: $37,776,6292023Assets 2024: $56,005,129Liabilities 2024: $25,067,179Net Assets 2024: $30,937,9502024

Highlighted filing

2016

Assets$33,616,514
Liabilities$9,162,432
Net Assets$24,454,082
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

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

$40M$20M$0-$20MExpenses 2010: $10,083,6702010Expenses 2011: $10,406,7252011Expenses 2012: $10,910,8282012Revenue 2013: $10,809,399Expenses 2013: $11,190,959Net Income 2013: -$381,5602013Revenue 2014: $11,931,964Expenses 2014: $11,743,114Net Income 2014: $188,8502014Revenue 2015: $9,541,161Expenses 2015: $12,084,604Net Income 2015: -$2,543,4432015Revenue 2016: $12,818,624Expenses 2016: $11,071,544Net Income 2016: $1,747,0802016Revenue 2017: $9,669,924Expenses 2017: $11,187,645Net Income 2017: -$1,517,7212017Revenue 2018: $10,088,272Expenses 2018: $11,204,028Net Income 2018: -$1,115,7562018Revenue 2019: $11,345,314Expenses 2019: $12,056,029Net Income 2019: -$710,7152019Revenue 2020: $12,747,547Expenses 2020: $12,833,748Net Income 2020: -$86,2012020Revenue 2021: $31,764,021Expenses 2021: $14,819,687Net Income 2021: $16,944,3342021Revenue 2022: $26,815,644Expenses 2022: $20,848,160Net Income 2022: $5,967,4842022Revenue 2023: $14,669,336Expenses 2023: $25,237,929Net Income 2023: -$10,568,5932023Revenue 2024: $22,880,787Expenses 2024: $29,693,956Net Income 2024: -$6,813,1692024

Highlighted filing

2016

Revenue$12,818,624
Expenses$11,071,544
Net Income$1,747,080
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 15, 2017
Return Version
2016v3.0
Gross Receipts
$19,562,952
Mission and Program Overview

Mission

To provide a place of residence and care for the aged. To enable each resident to live up to their highest potential by providing care in a retirement community, including apartments and nursing facilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$19,875,594$19,704,217▼ $171,377
Investments in Publicly Traded Securities$11,022,575$11,216,790▲ $194,215
Cash and Non-Interest-Bearing Accounts$1,072,567$1,359,592▲ $287,025
Savings and Temporary Cash Investments$439,562$1,268,707▲ $829,145
Total Assets$32,507,014$33,616,514▲ $1,109,500
Other Assets Total$96,716$67,208▼ $29,508
Liabilities
Other Liabilities$9,800,012$9,162,432▼ $637,580
Total Liabilities$9,800,012$9,162,432▼ $637,580
Net Assets / Fund Balance
Unrestricted Net Assets$20,962,288$22,594,245▲ $1,631,957
Permanently Rstr Net Assets$1,491,158$1,612,004▲ $120,846
Temporarily Rstr Net Assets$253,556$247,833▼ $5,723
Total Net Assets Fund Balance$22,707,002$24,454,082▲ $1,747,080
Total Liabilities and Net Assets / Fund Balance$32,507,014$33,616,514▲ $1,109,500

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,654,465$9,248,481$26,902,946
Equipment$425,264$1,288,712$1,713,976
Other Land Buildings$592,250$1,108,471$1,700,721
Land$1,032,238-$1,032,238

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,750,714$194,017▲ $58,095$136,989$1,865,837
2015$2,571,733$392,330▲ $86,473$1,299,822$1,750,714
2014$2,214,858$435,764▲ $162,423$241,312$2,571,733
2013$1,832,612$346,691▲ $142,600$107,045$2,214,858
2012$1,514,808$540,835▲ $77,749$300,780$1,832,612
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Mrs Annetta KirkpatrickChair
Dr Ken ChatlosVice Chair
Dr Jerry BaumannTrustee
Dr Marilyn NelsonTrustee
Dr Verlyn BergenTrustee
Jeri LoseyTrustee
Mr Darrel V Rinehart JrTrustee
Mr Dennis QuinnTrustee
Mr Joe StengerTrustee
Mr Patrick KingTrustee
Mrdennis WedgeworthTrustee
Mrs Darlene HughesTrustee
Mrs Reba ParkerTrustee
Ms Sandra Ann FritschleTrustee
Rev Jeanie McgowanTrustee
Rev Kenneth McintoshTrustee
Rev Larry BallTrustee
Rev Steven MoseleyTrustee
Rev Tim SchultzTrustee
Mrs Jo Ella MaguffeeSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,713,784
Program Service Revenue
$7,193,120
Investment Income
$1,911,720
Other Revenue
$0
All Other Contributions
$2,890,354
Change in Net Assets
$1,747,080

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,818,624
Total Revenue per Audited Statements
$12,818,624
Total Revenue per Form 990
$12,818,624
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,315,584
Other Expenses$3,745,225
Total Fundraising Expense$718,147
Grants and Similar Amounts Paid$10,735
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,287,031$905,802$385,579$5,578,412
Other Employee Benefits$987,020$167,734$28,714$1,183,468
Depreciation Depletion$944,841$48,182$5,667$998,690
Occupancy$428,696$39,709$1,531$469,936
All Other Expenses$154,451$96,964$168,761$420,176
Payroll Taxes$297,588$66,562$28,886$393,036
Interest$260,065$3,313-$263,378
Insurance$198,536$35,825$2,147$236,508
Pension Plan Contributions$79,960$64,794$15,914$160,668
Other Expenses$101,384$26,936$2,343$130,663
Fees for Services Legal-$114,155-$114,155
Travel$32,596$13,151$33,930$79,677
Office Expenses$7,091$23,494$27,937$58,522
Fees for Services Accounting-$37,400-$37,400
Grants to Domestic Orgs$10,735--$10,735
Advertising$583$311-$894
Total Functional Expenses$8,679,094$1,674,303$718,147$11,071,544

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,071,544
Total Expenses per Audited Statements$11,071,544
Total Expenses per Form 990$11,071,544
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Baptist Home FoundationIronton, MO-Housing$10,735
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
Line of Credit$6,404,347
Equity Deposits$2,532,157
Due to Residents$223,128
Deposits Payable$2,800
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
No
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, Page 6, Part VI, Line 11B

“Review is performed by both the chief executive officer and chief financial officer on behalf of the board of directors.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is reviewed annually by each trustee, officer and key employee and is to acknowledge in writing that he or she had done so. A conflict of interest disclosure form is signed by each trustee, officer, key employee and volunteer annually at the beginning of each calendar year. If a conflict of interest should occur involving action on a contract or transaction during any board or committee meeting the trustee, officer, key employee or volunteer is to provide full disclosure of all facts material to the conflict to the full board while in the meeting. This conflict is to be reflected in the minutes. Any trustee, officer, key employee or volunteer present and aware of a potential conflict of interest involving another trustee, officer, key employee or volunteer must report the potential conflict to the full board. A person who has a conflict of interest is not allowed to participate in or be permitted to hear the board's or committee's discussion except to disclose material facts and to respond to questions. Such person will be excused from the meeting, shall not be counted in determining quorum, shall not excert any influence of any kind and is not allowed to vote action on a contract or transaction during any board or committee meeeting relevant to the conflict of interest. Such person shall not be present when the vote is taken, unless the vote is by secret ballot. Such person's ineligibility to vote is reflected in the minutes.”

Form 990, Page 6, Part VI, Line 19

“The financial statements, governing documents, and conflict of interest poolicies are available to the public upon request. Also, the governing documents can be found on the missouri secretary of state's web site.”

Filing and Contact Details

Filer

Filer Name
The Baptist Home Inc
EIN
43-0662474
Phone
5735462709
Address
PO BOX 87, IRONTON, MO 63650

Signing Officer

Name
Mrs Annetta Kirkpatrick
Title
Chair
Phone
5735462709
Signed
2017-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mrs Annetta Kirkpatrick
Voting Board Members
20
Independent Board Members
20
Employees
290
Volunteers
87

Preparer

Firm
Thurman Shinn & Company Cpas
Address
315 N WASHINGTON, FARMINGTON, MO 63640
Preparer
Gregory Shinn CPA
Phone
5737609400
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The income generated from the board designated and the permanent endowment funds is intended to be used for support of any organizational activities. The temporarily restricted endowment funds are intended to be used for various missions and projects of the baptist home.”

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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$33,616,514
Liabilities
$9,162,432
Net assets
$24,454,082
Revenue
$12,818,624
Expenses
$11,071,544
Net income
$1,747,080
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.0$25.1$30.9$22.9$29.7$6.81
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.2$23.5$37.8$14.7$25.2$10.6
2022Detailed filing. Detailed filing data is available for this year.$59.0$15.8$43.2$26.8$20.8$5.97
2021Detailed filing. Detailed filing data is available for this year.$53.3$15.2$38.1$31.8$14.8$16.9
2020Detailed filing. Detailed filing data is available for this year.$41.8$18.7$23.1$12.7$12.8$0.09
2019Detailed filing. Detailed filing data is available for this year.$38.4$17.6$20.8$11.3$12.1$0.71
2018Detailed filing. Detailed filing data is available for this year.$36.7$14.9$21.8$10.1$11.2$1.12
2017Detailed filing. Detailed filing data is available for this year.$35.7$12.8$22.9$9.67$11.2$1.52
2016Detailed filing. Detailed filing data is available for this year.$33.6$9.16$24.5$12.8$11.1$1.75
2015Detailed filing. Detailed filing data is available for this year.$32.5$9.80$22.7$9.54$12.1$2.54
2014Detailed filing. Detailed filing data is available for this year.$35.0$9.74$25.3$11.9$11.7$0.19
2013Detailed filing. Detailed filing data is available for this year.$34.8$9.70$25.1$10.8$11.2$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.0$8.56$25.4$10.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.3$7.80$25.5$10.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.5$7.89$25.6$10.1
Peer Organizations

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