Civic Intelligence

Valley Senior Living Foundation

990 • Fiscal year 2017 • EIN 45-0392710

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 08, 2017

Organization Profilewww.valleymemorial.org
2900 14th Ave SGrand Forks, ND 58201

(701) 787-7984

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.03x

Higher debt load relative to assets than 32% of similar nonprofits.

2017 filings • NTEE E • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

55th percentile

0.16x

Higher debt load relative to revenue than 55% of similar nonprofits.

2017 filings • NTEE E • $1M-$5M nonprofits • Source year 2017

Net Margin

87th percentile

34%

Higher net margin than 87% of similar nonprofits.

2017 filings • NTEE E • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

76th percentile

$223,239

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 52.5% of source-year revenue.

2017 filings • NTEE E • $1M-$5M nonprofits • Source year 2017

Asset Growth

62nd percentile

7.3%

Faster asset growth than 62% of similar nonprofits.

2017 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

170%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,154,035

Up $145,945 (+7.3%) from 2016

Net Assets

Up

$2,085,291

Up $142,541 (+7.3%) from 2016

Liabilities

Up

$68,744

Up $3,404 (+5.2%) from 2016

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin87th percentile

Revenue

Up

$425,183

Up $267,631 (+170%) from 2016

Expenses

Up

$282,642

Up $54,458 (+24%) from 2016

Net Income

Up

$142,541

Up $213,173 (+302%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,677,744Liabilities 2011: $63,829Net Assets 2011: $1,613,9152011Assets 2012: $1,664,327Liabilities 2012: $57,364Net Assets 2012: $1,606,9632012Assets 2013: $1,743,624Liabilities 2013: $41,074Net Assets 2013: $1,702,5502013Assets 2014: $1,964,986Liabilities 2014: $52,501Net Assets 2014: $1,912,4852014Assets 2015: $2,074,107Liabilities 2015: $60,725Net Assets 2015: $2,013,3822015Assets 2016: $2,008,090Liabilities 2016: $65,340Net Assets 2016: $1,942,7502016Assets 2017: $2,154,035Liabilities 2017: $68,744Net Assets 2017: $2,085,2912017Assets 2018: $2,545,910Liabilities 2018: $59,403Net Assets 2018: $2,486,5072018Assets 2019: $2,760,837Liabilities 2019: $54,385Net Assets 2019: $2,706,4522019Assets 2020: $3,065,378Liabilities 2020: $47,363Net Assets 2020: $3,018,0152020Assets 2021: $3,755,787Liabilities 2021: $64,553Net Assets 2021: $3,691,2342021Assets 2022: $3,358,775Liabilities 2022: $72,480Net Assets 2022: $3,286,2952022Assets 2023: $3,666,739Liabilities 2023: $70,024Net Assets 2023: $3,596,7152023Assets 2024: $4,410,021Liabilities 2024: $83,203Net Assets 2024: $4,326,8182024Assets 2025: $4,298,722Liabilities 2025: $43,858Net Assets 2025: $4,254,8642025

Highlighted filing

2017

Assets$2,154,035
Liabilities$68,744
Net Assets$2,085,291
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $110,0512011Expenses 2012: $157,7872012Expenses 2013: $171,2772013Revenue 2014: $373,188Expenses 2014: $163,253Net Income 2014: $209,9352014Revenue 2015: $316,613Expenses 2015: $215,716Net Income 2015: $100,8972015Revenue 2016: $157,552Expenses 2016: $228,184Net Income 2016: -$70,6322016Revenue 2017: $425,183Expenses 2017: $282,642Net Income 2017: $142,5412017Revenue 2018: $632,204Expenses 2018: $230,988Net Income 2018: $401,2162018Revenue 2019: $746,603Expenses 2019: $526,658Net Income 2019: $219,9452019Revenue 2020: $438,854Expenses 2020: $289,543Net Income 2020: $149,3112020Revenue 2021: $378,316Expenses 2021: $256,868Net Income 2021: $121,4482021Revenue 2022: $511,283Expenses 2022: $464,394Net Income 2022: $46,8892022Revenue 2023: $509,238Expenses 2023: $336,140Net Income 2023: $173,0982023Revenue 2024: $722,974Expenses 2024: $400,232Net Income 2024: $322,7422024Revenue 2025: $635,855Expenses 2025: $1,110,691Net Income 2025: -$474,8362025

Highlighted filing

2017

Revenue$425,183
Expenses$282,642
Net Income$142,541
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$438,904
Mission and Program Overview

Mission

The purpose of Valley Senior Living Foundation is to seek and accept philanthropic gifts to perpetuate an endowment fund and to support services that enhance the care of the residents of Valley Senior Living.

The purpose of Valley Memorial Foundation is to seek and accept philanthropic gifts to perpetuate an endowment fund and to support services that enhance the care of the residents of Valley Memorial Homes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,296,109$1,869,594▲ $573,485
Cash and Non-Interest-Bearing Accounts$221,535$254,522▲ $32,987
Investments Program Related$470,661$16,727▼ $453,934
Land, Buildings, and Equipment, Net$8,099$6,971▼ $1,128
Pledges and Grants Receivable$11,686$6,221▼ $5,465
Savings and Temporary Cash Investments$0--
Total Assets$2,008,090$2,154,035▲ $145,945
Liabilities
Accounts Payable and Accrued Expenses$42,972$35,276▼ $7,696
Deferred Revenue$22,368$33,468▲ $11,100
Total Liabilities$65,340$68,744▲ $3,404
Net Assets / Fund Balance
Unrestricted Net Assets$852,492$1,148,759▲ $296,267
Permanently Rstr Net Assets$496,659$524,975▲ $28,316
Temporarily Rstr Net Assets$593,599$411,557▼ $182,042
Total Net Assets Fund Balance$1,942,750$2,085,291▲ $142,541
Total Liabilities and Net Assets / Fund Balance$2,008,090$2,154,035▲ $145,945

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,971$15,153$22,124
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,296,108$473,316▲ $140,652$25,885$1,869,594
2015$1,271,582$35,800▲ $25,743$25,294$1,296,108
2014$956,977$305,262▲ $42,933$23,635$1,271,582
2013$852,946$18,800▲ $115,174$21,415$956,977
2012$583,655$237,397▲ $50,280$12,360$852,946
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lorilee BottCFO--$138,647$138,647
Mindy MarcusExecutive Director of Housing--$123,711$123,711
Suzanne BjornstadPresident Valley Memorial FoundationFT$60,969$15,226$76,195

Board Members and Trustees

NameTitle
David LoerChairperson
Garth RydlandPresident/CEO Valley Memorial Homes
Joe MiedemaVice Chair
Brittany CaillierDirector
Karen AxvigDirector
Michael LoesevitzDirector
Wayne SykesDirector
Jodi CarlsonExectuive Director of Resident Care
Clark PiepkornEx Officio
Kevin BeitoEx Officio
Karen BrekkeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$260,206
Program Service Revenue
$0
Investment Income
$45,007
Other Revenue
$119,970
All Other Contributions
$260,206
Change in Net Assets
$142,541

Audited Revenue Reconciliation

Revenue per Audited Statements
$425,183
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$13,721
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$438,904
Total Revenue per Form 990
$425,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$150,016
Other Expenses$132,626
Total Fundraising Expense$24,929
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$150,016--$150,016
All Other Expenses$533$0$3,787$4,320
Other Expenses$0$1,996$0$1,996
Office Expenses$0$1,554$0$1,554
Depreciation Depletion$0$1,144$0$1,144
Fees for Services Accounting$0$1,005$0$1,005
Advertising$0$0$211$211
Conferences and Meetings$136$0$0$136
Total Functional Expenses$218,150$39,563$24,929$282,642

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$296,363
Expenses per Audited Statements$282,642
Total Expenses per Form 990$282,642
Expenses Not Reported on Form 990$13,721
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$46,483
Fundraising Direct Expenses$13,721
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$46,483$46,483$0$46,483
Total Events$46,483$46,483$13,721$32,762
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Section A, Line 9

“David Loer, 2250 Sunnyside Ct NW, East Grand Forks, MN 56721; Joe Miedema, 401 Demers Ave, Grand Forks, ND 58201; Karen Axvig, 3905 Simonview Court, Grand Forks, ND 58201; Karen Brekke, 1413 Central Ave NW, East Grand Forks, MN 56721; Michael Loesevitz, PO Box 14296, Grand Forks, ND 58208-4296; Brittany Caillier, 4207 Walnut, Grand Forks, ND 58201; Wayne Sykes, 405 Crestwood Ct SE, East Grand Forks, MN 56721; Kevin Beito, 1328 21st St NW, East Grand Forks, MN 56721; Clark Piepkorn, 3021 Olson Drive, Grand Forks, ND 58201”

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

“The CFO with the assistance of the President prepares the Form 990. A draft of the Form 990, and all applicable schedules, is given to the Board of Directors for review prior to a meeting held in November. The CFO explains changes on the Form 990, specifically reviews Part VI with the Board of Directors, and answers any questions.”

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

“Annually each board member is given a form which is an excerpt from Section 8.1 of the bylaws regarding conflict of interest. After reviewing the policy each director signs and dates the form.”

Form 990, Part VI, Section B, Line 15

“The compensation process for the President of Valley Memorial Foundation includes a performance appraisal completed by the President/CEO of Valley Memorial Homes with input from the Board Chair of Valley Memorial Foundation. The President of the Foundation also completes a self evaluation utilizing the same appraisal form. Upon completion of the evaluation, comments are documented and appraisal is signed by the President/CEO of Valley Memorial Homes and the President of the Foundation. For evaluation of base salary, the President/CEO contacts like organization for comparability data. The President/CEO of Valley Memorial Homes (a related organization) compensation is determined by a compensation committee. The committee reviews the state compensation survey each year to assess how the CEO's base salary compares with others of similar size and function.”

Form 990, Part VI, Section C, Line 19

“Valley Memorial Foundation's governing documents, conflict of interest policy and financial statements are available upon request. Requests should be made at the Valley Memorial Foundation office located at 2900 14th Ave S, Grand Forks, ND 58201 between the hours of 8:30-4:30 Monday through Friday.”

Filing and Contact Details

Filer

Filer Name
Valley Memorial Foundation
EIN
45-0392710
Phone
7017877984
Address
2900 14th Ave S, Grand Forks, ND 58201

Signing Officer

Name
Suzanne Bjornstad
Title
President
Phone
7017877905
Signed
2017-11-08

Organization Details

Principal Officer
Suzanne Bjornstad
Formed
1985
Legal Domicile
Nd
Voting Board Members
11
Independent Board Members
9
Employees
0
Volunteers
270
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“Proceeds from the endowment funds are used for programs as designated by the donor. Endowment funds have been established for the following purposes: Chaplaincy, special projects, resident needs, memory care unit and unrestricted.”

Schedule D, Part XI, Line 2D

“Fundraising expense.”

Schedule D, Part XII, Line 2D

“Fundraising expense.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10204220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11132227
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12102813
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13128965
IRS990/Form990PartVIISectionAGrp/TitleTxt0President Valley Memorial Foundation
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Ex Officio
IRS990/Form990PartVIISectionAGrp/TitleTxt6Ex Officio
IRS990/Form990PartVIISectionAGrp/TitleTxt7Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10President/CEO Valley Memorial Homes
IRS990/Form990PartVIISectionAGrp/TitleTxt11CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt12Executive Director of Housing
IRS990/Form990PartVIISectionAGrp/TitleTxt13Exectuive Director of Resident Care
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt013721
IRS990/FundraisingGrossIncomeAmt046483
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0150016
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0150016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0438904
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt045007
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt045007
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0470661
IRS990/InvestmentsProgramRelatedGrp/EOYAmt016727
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01296109
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01869594
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015153
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08099
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06971
IRS990/LandBldgEquipCostOrOtherBssAmt022124
IRS990/LegalDomicileStateCd0ND
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0798
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0798
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0The purpose of Valley Memorial Foundation is to seek and accept philanthropic gifts to perpetuate an endowment fund and to support services that enhance the care of the residents and tenants of Valley Memorial Homes.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01942750
IRS990/NetAssetsOrFundBalancesEOYAmt02085291
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt032762
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt032762
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01554
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt01554
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Contracted Services - Admin Assistant & Dir
IRS990/OtherExpensesGrp/Desc1Donor Expense
IRS990/OtherExpensesGrp/Desc2Investment Fees
IRS990/OtherExpensesGrp/Desc3Dues & Membership
IRS990/OtherExpensesGrp/FundraisingAmt018113
IRS990/OtherExpensesGrp/FundraisingAmt12818
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt033864
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31996
IRS990/OtherExpensesGrp/ProgramServicesAmt052868
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt214597
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0104845
IRS990/OtherExpensesGrp/TotalAmt12818
IRS990/OtherExpensesGrp/TotalAmt214597
IRS990/OtherExpensesGrp/TotalAmt31996
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/BusinessCd1900001
IRS990/OtherRevenueMiscGrp/Desc0Unrealized Gain on Marketable Securities
IRS990/OtherRevenueMiscGrp/Desc1Unrealized Loss on Land
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt095942
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1-9532
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt095942
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-9532
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt087208
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0496659
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0524975
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt011686
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06221
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Suzanne Bjornstad
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0We identified a need to update and enhance our Valley Eldercare Center (skilled nursing facility), a part of Valley Memorial Homes. Enhancements included carpeting, painting and lighting.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt028763
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0We identified a need for enhancing the living environment for residents at 4000 Valley Square. A player piano was purchased for our Woodside Village (skilled nursing facility) residents. This piano will allow for enhanced programs and social events.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06302
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other program services included funding a number of items and programs that enhance the quality of life for the residents. Records are maintained to track designation of use by donor for a specific facility and/or program.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0152938
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0176789
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0148343
IRS990/PYInvestmentIncomeAmt036956
IRS990/PYOtherExpensesAmt079841
IRS990/PYOtherRevenueAmt0-56193
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-70632
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0228184
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0157552
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0142541
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Special fundraising, unrealized gain marketable securities and misc. income.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0260206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0176786
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0243208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0231696
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0165782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01077678
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt045007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt036956
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt028566
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024874
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018156
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0153559
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0119970
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0-56193
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt044439
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0116618
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt089926
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0314760
IRS990ScheduleA/PublicOrganization170Ind0X

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,154,035
Liabilities
$68,744
Net assets
$2,085,291
Revenue
$425,183
Expenses
$282,642
Net income
$142,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.30$0.04$4.25$0.64$1.11$0.47
2024Detailed filing. Detailed filing data is available for this year.$4.41$0.08$4.33$0.72$0.40$0.32
2023Detailed filing. Detailed filing data is available for this year.$3.67$0.07$3.60$0.51$0.34$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.36$0.07$3.29$0.51$0.46$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.76$0.06$3.69$0.38$0.26$0.12
2020Summary only. Only limited summary data is available for this year.$3.07$0.05$3.02$0.44$0.29$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.76$0.05$2.71$0.75$0.53$0.22
2018Detailed filing. Detailed filing data is available for this year.$2.55$0.06$2.49$0.63$0.23$0.40
2017Detailed filing. Detailed filing data is available for this year.$2.15$0.07$2.09$0.43$0.28$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.07$1.94$0.16$0.23$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.07$0.06$2.01$0.32$0.22$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.96$0.05$1.91$0.37$0.16$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.04$1.70$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.06$1.61$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.06$1.61$0.11