Civic Intelligence

Valley Senior Living Foundation

990 • Fiscal year 2021 • EIN 45-0392710

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 10, 2021

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

(701) 787-7997

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.17x

Higher debt load relative to revenue than 57% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Source year 2021

Net Margin

81st percentile

32%

Higher net margin than 81% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

81st percentile

$290,498

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 76.8% of source-year revenue.

2021 filings • NTEE E • $1M-$5M nonprofits • Source year 2021

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-14%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,755,787

Up $690,409 (+23%) from 2020

Net Assets

Up

$3,691,234

Up $673,219 (+22%) from 2020

Liabilities

Up

$64,553

Up $17,190 (+36%) from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin81st percentile

Revenue

Down

$378,316

Down $60,538 (-14%) from 2020

Expenses

Down

$256,868

Down $32,675 (-11%) from 2020

Net Income

Down

$121,448

Down $27,863 (-19%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2021

Assets$3,755,787
Liabilities$64,553
Net Assets$3,691,234
Open 2021 Filing

Operations Trend

Revenue Growth19th 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

2021

Revenue$378,316
Expenses$256,868
Net Income$121,448
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$391,848
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,585,243$3,163,291▲ $578,048
Cash and Non-Interest-Bearing Accounts$426,333$544,719▲ $118,386
Investments Program Related$19,310$20,206▲ $896
Pledges and Grants Receivable$22,495$14,340▼ $8,155
Land, Buildings, and Equipment, Net$11,997$13,231▲ $1,234
Total Assets$3,065,378$3,755,787▲ $690,409
Liabilities
Deferred Revenue$12,729$34,865▲ $22,136
Accounts Payable and Accrued Expenses$34,634$29,688▼ $4,946
Total Liabilities$47,363$64,553▲ $17,190
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,707,284$2,258,222▲ $550,938
Net Assets With Donor Restrictions$1,310,731$1,433,012▲ $122,281
Total Net Assets Fund Balance$3,018,015$3,691,234▲ $673,219
Total Liabilities and Net Assets / Fund Balance$3,065,378$3,755,787▲ $690,409

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,231$24,210$37,441
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,583,243$81,248▲ $572,597$52,971$3,163,291
2019$2,357,580$113,222▲ $181,063$49,811$2,583,243
2018$2,046,902$257,477▲ $106,022$30,461$2,357,580
2017$1,869,594$115,975▲ $101,629$23,833$2,046,902
2016$1,296,108$473,316▲ $140,652$25,885$1,869,594
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica BaumgartenDirector of Nursing Valley Senior Living on Columbia--$178,399$178,399
Angela GouletTufte Manor Administrator, Director PCS TM and WT--$148,581$148,581
Jennifer SchultzDirector of Nursing Woodside Village--$147,758$147,758
Gina RollerAdministrator Valley Senior Living on 42nd--$144,372$144,372
Shaun HavisPresident Valley Senior Living FoundationFT$72,777$24,606$97,383

Board Members and Trustees

NameTitle
Karen BrekkeChair
Garth RydlandPresident/CEO Valley Senior Living
Bruce VaalerVice Chair
Brittany CaillierDirector
Megan FlomDirector
Monica MusichDirector
Lorilee BottCFO
John SnustadEx Officio
Pete HoistadEx Officio
Carol SvedsonSecretary
Scott BergeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$340,348
Program Service Revenue
$0
Investment Income
$384
Other Revenue
$37,584
All Other Contributions
$340,348
Change in Net Assets
$121,448
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$133,793
Grants and Similar Amounts Paid$100,121
Total Fundraising Expense$58,091
Other Expenses$22,954
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$100,121--$100,121
Current Officers, Directors, Trustees, and Key Employees$34,803$23,081$39,499$97,383
Other Salaries and Wages$12,529$14,949$8,932$36,410
Other Expenses$0$0$4,110$4,110
Depreciation Depletion$838$2,294$0$3,132
Office Expenses$0$578$785$1,363
All Other Expenses$0$1,325$0$1,325
Fees for Services Accounting$0$1,000$0$1,000
Advertising$0$0$330$330
Conferences and Meetings$328$0$0$328
Total Functional Expenses$148,619$50,158$58,091$256,868
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$50,220
Fundraising Direct Expenses$13,532
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Valley Senior Living Foundation Golf Tournament$50,220$50,220$13,532$36,688
Total Events$50,220$50,220$13,532$36,688
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
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

“Karen Brekke, 1413 Central Ave NW, East Grand Forks, MN 56721; Bruce Valler, 2701 S Columbia Rd, Grand Forks, ND 58201; Carol Svendson, 2123 12th Ave NW, East Grand Forks, MN 56721; Scott Berge, 2400 47th Ave S, Grand Forks, ND 58201; Brittany Caillier, 762 Shelby Court NE, Thompson, ND 58278; Monica Musich, 523 Schroeder Dr, Grand Forks, ND 58201; John Snustad, Box 13318, Grand Forks, ND 58208-3318; Pete Hoistad, 118 Breezy Hills Cove, 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 a 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 Senior Living Foundation includes a performance appraisal completed by the President/CEO of Valley Senior Living with input from the Board Chair of Valley Senior Living 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 the appraisal is signed by the President/CEOR of Valley Senior Living and the President of the Foundation. For evaluation of base salary, the President/CEO contacts like organizations for comparability data. The President/CEO of Valley Senior Living (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 Senior Living Foundation's governing documents, conflict of interest policy and financial statements are available upon request. Requests should be made at Valley Senior Living 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 Senior Living Foundation
EIN
45-0392710
Phone
7017877997
Address
2900 14th Ave S, Grand Forks, ND 58201

Signing Officer

Name
Shaun Havis
Title
President
Phone
7017877997
Signed
2021-11-10

Organization Details

Principal Officer
Shaun Havis
Formed
1985
Legal Domicile
Nd
Voting Board Members
11
Independent Board Members
9
Employees
0
Volunteers
69
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“The organization's endowments funds earnings are used for the purposes designated by the various donors (chaplaincy, music, intergenerational, community connections, activites, etc). Principle gifts are maintained intact.”

Raw XML AppendixShowing 400 of 742 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/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt034634
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt029688
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The 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.
IRS990/AdvertisingGrp/FundraisingAmt0330
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt00
IRS990/AdvertisingGrp/TotalAmt0330
IRS990/AllOtherContributionsAmt0340348
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01325
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt01325
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt00
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Lorilee A Bott
IRS990/BooksInCareOfDetail/PhoneNum07017877912
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02900 14th Ave S
IRS990/BooksInCareOfDetail/USAddress/CityNm0Grand Forks
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ND
IRS990/BooksInCareOfDetail/USAddress/ZIPCd058201
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0426333
IRS990/CashNonInterestBearingGrp/EOYAmt0544719
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt039499
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt023081
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt034803
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt097383
IRS990/CompDisqualPersonsGrp/FundraisingAmt00
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt00
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0328
IRS990/ConferencesMeetingsGrp/TotalAmt0328
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0340348
IRS990/CYGrantsAndSimilarPaidAmt0100121
IRS990/CYInvestmentIncomeAmt0384
IRS990/CYOtherExpensesAmt022954
IRS990/CYOtherRevenueAmt037584
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0121448
IRS990/CYSalariesCompEmpBnftPaidAmt0133793
IRS990/CYTotalExpensesAmt0256868
IRS990/CYTotalFundraisingExpenseAmt058091
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0378316
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt012729
IRS990/DeferredRevenueGrp/EOYAmt034865
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02294
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0838
IRS990/DepreciationDepletionGrp/TotalAmt03132
IRS990/Desc0We identified a need to enhance the front entrance and community room at Valley Senior Living on Columbia. These funds were used to enhanced space included residents and their families and other visitors as well as to provide additional staff space for meetings and trainings.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01310731
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01433012
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt010000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01000
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt00
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt025261
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt111309
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt232430
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt332267
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt430100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt517120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt624606
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0Garth Rydland
IRS990/Form990PartVIISectionAGrp/PersonNm1Lorilee Bott
IRS990/Form990PartVIISectionAGrp/PersonNm2Jessica Baumgarten
IRS990/Form990PartVIISectionAGrp/PersonNm3Angela Goulet
IRS990/Form990PartVIISectionAGrp/PersonNm4Jennifer Schultz
IRS990/Form990PartVIISectionAGrp/PersonNm5Gina Roller
IRS990/Form990PartVIISectionAGrp/PersonNm6Shaun Havis
IRS990/Form990PartVIISectionAGrp/PersonNm7Karen Brekke
IRS990/Form990PartVIISectionAGrp/PersonNm8Bruce Vaaler
IRS990/Form990PartVIISectionAGrp/PersonNm9Carol Svedson
IRS990/Form990PartVIISectionAGrp/PersonNm10Scott Berge
IRS990/Form990PartVIISectionAGrp/PersonNm11Brittany Caillier
IRS990/Form990PartVIISectionAGrp/PersonNm12Pete Hoistad
IRS990/Form990PartVIISectionAGrp/PersonNm13Megan Flom
IRS990/Form990PartVIISectionAGrp/PersonNm14Monica Musich
IRS990/Form990PartVIISectionAGrp/PersonNm15John Snustad
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt672777
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0265237
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1180328
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2145969
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3116314
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4117658
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5127252
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0President/CEO Valley Senior Living
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director of Nursing Valley Senior Living on Columbia
IRS990/Form990PartVIISectionAGrp/TitleTxt3Tufte Manor Administrator, Dir PCS TM and WT
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director of Nursing Woodside Village
IRS990/Form990PartVIISectionAGrp/TitleTxt5Administrator Valley Senior Living on 42nd
IRS990/Form990PartVIISectionAGrp/TitleTxt6President Valley Senior Living Foundation
IRS990/Form990PartVIISectionAGrp/TitleTxt7Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Ex Officio
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Ex Officio
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt013532
IRS990/FundraisingGrossIncomeAmt050220
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0100121
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0100121
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0391848
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0384
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0384
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt019310
IRS990/InvestmentsProgramRelatedGrp/EOYAmt020206
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02585243
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03163291
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt024210
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011997
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013231
IRS990/LandBldgEquipCostOrOtherBssAmt037441
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/RelatedOrExemptFuncIncomeAmt0896
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0896
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0The 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03018015
IRS990/NetAssetsOrFundBalancesEOYAmt03691234
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt036688
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt036688
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0551771
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01707284
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02258222
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0785
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0578
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt01363
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Dues and Memberships
IRS990/OtherExpensesGrp/Desc1Printing and Publication
IRS990/OtherExpensesGrp/Desc2Donor Expense
IRS990/OtherExpensesGrp/FundraisingAmt01060
IRS990/OtherExpensesGrp/FundraisingAmt13375
IRS990/OtherExpensesGrp/FundraisingAmt24110
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06931
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/TotalAmt07991
IRS990/OtherExpensesGrp/TotalAmt13375
IRS990/OtherExpensesGrp/TotalAmt24110
IRS990/OtherRevenueTotalAmt0896
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08932
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014949
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012529
IRS990/OtherSalariesAndWagesGrp/TotalAmt036410
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt022495
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt014340
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Shaun Havis
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0We identified a need to support current certified nursing assistant at Valley Senior Living's facilities. Funds were used to provide scholarship to staff from Valley Senior Living on Columbia, Woodside Village and Tufte Manor allowing them to pursue the education needed to be licensed nurses.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07066
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05312
IRS990/ProgSrvcAccomActy3Grp/Desc0We determined there was a need to promote Valley Senior Living's name change with it's 800 plus employees. These funds were used to give a staff appreciation gift around the holidays. The organization was unable to have a staff holiday party due to precautions surrounding COVID-19 pandemic.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt025157
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/ExpenseAmt0106396
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0389612
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0118710
IRS990/PYInvestmentIncomeAmt01559
IRS990/PYOtherExpensesAmt0170833
IRS990/PYOtherRevenueAmt047683
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0149311
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0289543
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0438854
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0121448
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/RevenueAmt010000
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,755,787
Liabilities
$64,553
Net assets
$3,691,234
Revenue
$378,316
Expenses
$256,868
Net income
$121,448
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