Civic Intelligence

Western Home Services Inc

990 • Fiscal year 2013 • EIN 45-5139878

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 22, 2014

Organization ProfileN/A
420 E 11th StCedar Falls, IA 50613

(319) 277-2141

Siviq Scores

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

Liabilities / Assets

91st percentile

0.99x

Higher debt load relative to assets than 91% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

91st percentile

4.23x

Higher debt load relative to revenue than 91% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Net Margin

56th percentile

5.6%

Higher net margin than 56% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

35th percentile

$247,357

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Asset Growth

53rd percentile

6.1%

Faster asset growth than 53% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$77,977,883

Up $4,496,875 (+6.1%) from 2012

Net Assets

Up

$670,257

Up $1,027,044 (+288%) from 2012

Liabilities

Up

$77,307,626

Up $3,469,831 (+4.7%) from 2012

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin56th percentile

Revenue

$18,286,249

No earlier filing loaded for comparison.

Expenses

Up

$17,259,205

Up $1,678,100 (+11%) from 2012

Net Income

$1,027,044

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$300M$200M$100M$0-$100MAssets 2011: $74,181,180Liabilities 2011: $73,963,225Net Assets 2011: $217,9552011Assets 2012: $73,481,008Liabilities 2012: $73,837,795Net Assets 2012: -$356,7872012Assets 2013: $77,977,883Liabilities 2013: $77,307,626Net Assets 2013: $670,2572013Assets 2014: $84,442,129Liabilities 2014: $83,369,444Net Assets 2014: $1,072,6852014Assets 2015: $89,087,270Liabilities 2015: $84,919,583Net Assets 2015: $4,167,6872015Assets 2016: $105,556,265Liabilities 2016: $99,260,228Net Assets 2016: $6,296,0372016Assets 2017: $128,845,800Liabilities 2017: $123,880,414Net Assets 2017: $4,965,3862017Assets 2018: $130,740,299Liabilities 2018: $135,849,055Net Assets 2018: -$5,108,7562018Assets 2019: $129,494,821Liabilities 2019: $135,124,150Net Assets 2019: -$5,629,3292019Assets 2020: $131,510,034Liabilities 2020: $137,582,734Net Assets 2020: -$6,072,7002020Assets 2021: $172,352,897Liabilities 2021: $169,161,861Net Assets 2021: $3,191,0362021Assets 2022: $172,460,536Liabilities 2022: $176,152,626Net Assets 2022: -$3,692,0902022Assets 2023: $179,847,474Liabilities 2023: $186,675,845Net Assets 2023: -$6,828,3712023Assets 2024: $193,765,078Liabilities 2024: $201,481,190Net Assets 2024: -$7,716,1122024

Highlighted filing

2013

Assets$77,977,883
Liabilities$77,307,626
Net Assets$670,257
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2011: $14,911,1472011Expenses 2012: $15,581,1052012Revenue 2013: $18,286,249Expenses 2013: $17,259,205Net Income 2013: $1,027,0442013Revenue 2014: $20,203,347Expenses 2014: $19,661,585Net Income 2014: $541,7622014Revenue 2015: $26,415,263Expenses 2015: $23,184,578Net Income 2015: $3,230,6852015Revenue 2016: $26,121,003Expenses 2016: $23,992,653Net Income 2016: $2,128,3502016Revenue 2017: $28,208,763Expenses 2017: $26,219,012Net Income 2017: $1,989,7512017Revenue 2018: $26,601,451Expenses 2018: $27,545,230Net Income 2018: -$943,7792018Revenue 2019: $24,902,636Expenses 2019: $25,423,209Net Income 2019: -$520,5732019Revenue 2020: $25,525,391Expenses 2020: $26,557,112Net Income 2020: -$1,031,7212020Revenue 2021: $41,691,659Expenses 2021: $44,042,040Net Income 2021: -$2,350,3812021Revenue 2022: $36,602,543Expenses 2022: $42,487,356Net Income 2022: -$5,884,8132022Revenue 2023: $39,401,157Expenses 2023: $42,575,580Net Income 2023: -$3,174,4232023Revenue 2024: $41,937,127Expenses 2024: $44,254,513Net Income 2024: -$2,317,3862024

Highlighted filing

2013

Revenue$18,286,249
Expenses$17,259,205
Net Income$1,027,044
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 22, 2014
Return Version
2013v3.0
Gross Receipts
$19,082,713
Mission and Program Overview

Mission

To assertively create fulfilling lifestyles for seniors, their families, and our employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$70,417,523$69,820,440▼ $597,083
Savings and Temporary Cash Investments$685,055$737,318▲ $52,263
Accounts Receivable$238,460$566,311▲ $327,851
Other Notes and Loans Receivable, Net$172,482$66,508▼ $105,974
Prepaid Expenses and Deferred Charges$153,140$63,312▼ $89,828
Total Assets$73,481,008$77,977,883▲ $4,496,875
Other Assets Total$1,814,348$6,723,994▲ $4,909,646
Liabilities
Deferred Revenue$51,816,448$54,158,409▲ $2,341,961
Tax Exempt Bond Liabilities$16,654,289$14,053,500▼ $2,600,789
Other Liabilities$425,544$4,773,723▲ $4,348,179
Mortgage Notes Payable Secured by Investment Property$3,858,374$3,192,771▼ $665,603
Accounts Payable and Accrued Expenses$1,083,140$1,129,223▲ $46,083
Total Liabilities$73,837,795$77,307,626▲ $3,469,831
Net Assets / Fund Balance
Unrestricted Net Assets$-357,787$669,490▲ $1,027,277
Temporarily Rstr Net Assets$1,000$767▼ $233
Total Net Assets Fund Balance$-356,787$670,257▲ $1,027,044
Total Liabilities and Net Assets / Fund Balance$73,481,008$77,977,883▲ $4,496,875

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$60,116,896$21,995,349$82,112,245
Land$6,280,647-$6,280,647
Equipment$3,422,897$2,747,821$6,170,718
Other Assets Org$183,240--
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Catherine MeierChief Financial OfficerFT$117,784$117,784

Board Members and Trustees

NameTitle
Scott BittnerChair
Bill WittVice Chair
Floyd WinterDirector
Joyce CoilDirector
Larry FoxDirector
Marlene BehnDirector
Rosi FowlerDirector
Steve FirmanDirector
Kris HansenChief Executive Officer
Jerry HarrisChief Operating Officer
Kathy FlynnSecretary
Willard JenkinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$646,298
Program Service Revenue
$16,604,679
Investment Income
$286,135
Other Revenue
$749,137
All Other Contributions
$620,473
Change in Net Assets
$1,027,044

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,057,958
Revenue Not Reported on Financial Statements
$228,291
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$228,291
Total Revenue per Audited Statements
$18,057,958
Total Revenue per Form 990
$18,286,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,054,266
Salaries, Compensation, and Employee Benefits$6,129,939
Grants and Similar Amounts Paid$75,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,451,888$738,786-$5,190,674
Depreciation Depletion$2,714,295$48,270-$2,762,565
Occupancy$979,825--$979,825
Interest$944,581--$944,581
All Other Expenses$830,220$15,718-$845,938
Other Expenses$628,431--$628,431
Other Employee Benefits$566,164--$566,164
Payroll Taxes$373,101--$373,101
Information Technology$260,655--$260,655
Advertising$189,099--$189,099
Insurance$149,745--$149,745
Travel$89,004--$89,004
Office Expenses$23,705$59,154-$82,859
Fees for Services Accounting-$81,407-$81,407
Grants to Domestic Orgs$75,000--$75,000
Fees for Services Management$35,522--$35,522
Fees for Service Investment Mgmnt Fees-$3,704-$3,704
Total Functional Expenses$16,312,166$947,039$0$17,259,205

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$17,259,205
Total Expenses per Form 990$17,259,205
Total Expenses per Audited Statements$17,030,914
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-228,291
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
27-2825987-501(c)(3)General Operations Support$75,000
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
Intercompany Payable$4,424,961
Retirement Comm. Healthcare Obligation$337,405
Resident Trust Fund Held$11,357

Bond Issues

BondIssuerIssuedIssue PricePurpose
A52-16998862012-12-27$19,090,000Senior Living Facilities Revenue Refunding Bonds (Western Home Project), Ser
B52-16998862013-12-23$12,070,000Senior Living Facilities Revenue Refunding Bonds (Western Home Project), Ser

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$17,938,372$40,405$13,035,000$369,715
B$12,070,000--$339,425

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“The form 990 will be presented and reviewed by the board of directors 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 governing documents, conflict of interest policies, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

EIN
45-5139878
Phone
3192772141

Signing Officer

Name
Catherine Meier
Title
Chief Financial Officer
Phone
3192772141
Signed
2014-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catherine Meier
Formed
2011
Legal Domicile
Ia
Voting Board Members
10
Independent Board Members
10
Employees
125
Volunteers
1,848

Preparer

Preparer
Curtis E Brand CPA
Phone
5152253141
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

“The board of directors is responsible for selecting the independent auditors to perform the audit. The board is also responsible for oversight of the audit and of the financial statements. This process has remained unchanged from the prior year.”

Financial Statement Notes

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. The Organizations Forms 990 for 2010, 2011 and 2012 are subject to examination by the IRS, generally for three years after they were filed.”

Part XI, Line 4B - Other Adjustments:

“Gain on disposal of fixed assets 228,291.”

Part XII, Line 2D - Other Adjustments:

“Gain on disposal of fixed assets -228,291.”

Raw XML AppendixShowing 400 of 729 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01083140
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01129223
IRS990/AccountsReceivableGrp/BOYAmt0238460
IRS990/AccountsReceivableGrp/EOYAmt0566311
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ASSERTIVELY CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES, AND OUR EMPLOYEES
IRS990/AdvertisingGrp/ProgramServicesAmt0189099
IRS990/AdvertisingGrp/TotalAmt0189099
IRS990/AllAffiliatesIncludedInd01
IRS990/AllOtherContributionsAmt0620473
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt015718
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0830220
IRS990/AllOtherExpensesGrp/TotalAmt0845938
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0CATHERINE MEIER
IRS990/BooksInCareOfDetail/PhoneNum03192772141
IRS990/BooksInCareOfDetail/USAddress/AddressLine10420 E 11TH ST
IRS990/BooksInCareOfDetail/USAddress/City0CEDAR FALLS
IRS990/BooksInCareOfDetail/USAddress/State0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode050613
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0646298
IRS990/CYGrantsAndSimilarPaidAmt075000
IRS990/CYInvestmentIncomeAmt0286135
IRS990/CYOtherExpensesAmt011054266
IRS990/CYOtherRevenueAmt0749137
IRS990/CYProgramServiceRevenueAmt016604679
IRS990/CYRevenuesLessExpensesAmt01027044
IRS990/CYSalariesCompEmpBnftPaidAmt06129939
IRS990/CYTotalExpensesAmt017259205
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt018286249
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt051816448
IRS990/DeferredRevenueGrp/EOYAmt054158409
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt048270
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02714295
IRS990/DepreciationDepletionGrp/TotalAmt02762565
IRS990/Desc0PROVIDED PERSONAL CARE SUCH AS BATHING, DRESSING, MEAL PREPARATION, LIGHT HOUSEKEEPING, AND ERRAND RUNNING FOR ELDERLY AND POST-HOSPITAL PATIENTS IN THE CEDAR FALLS/WATERLOO AREA. ALSO OFFERED COMPASSIONATE CARE AND SERVICES FOR SENIORS THROUGH THE OPERATION OF THE STANARD FAMILY ASSISTED LIVING CENTER, THE WINDHAVEN ASSISTED LIVING CENTER, AND MULTIPLE INDEPENDENT LIVING CENTERS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0125
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt016312166
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt081407
IRS990/FeesForServicesAccountingGrp/TotalAmt081407
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt035522
IRS990/FeesForServicesManagementGrp/TotalAmt035522
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03704
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03704
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt108664
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt118535
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt124782
IRS990/Form990PartVIISectionAGrp/PersonNm0SCOTT BITTNER
IRS990/Form990PartVIISectionAGrp/PersonNm1BILL WITT
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLARD JENKINS
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHY FLYNN
IRS990/Form990PartVIISectionAGrp/PersonNm4MARLENE BEHN
IRS990/Form990PartVIISectionAGrp/PersonNm5JOYCE COIL
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVE FIRMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7ROSI FOWLER
IRS990/Form990PartVIISectionAGrp/PersonNm8LARRY FOX
IRS990/Form990PartVIISectionAGrp/PersonNm9FLOYD WINTER
IRS990/Form990PartVIISectionAGrp/PersonNm10KRIS HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm11JERRY HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm12CATHERINE MEIER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10238693
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11205128
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12113002
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0228290
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt075000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt075000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt075000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01024754
IRS990/GrossReceiptsAmt019082713
IRS990/GroupExemptionNum05863
IRS990/GroupReturnForAffiliatesInd01
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0260655
IRS990/InformationTechnologyGrp/TotalAmt0260655
IRS990/InsuranceGrp/ProgramServicesAmt0149745
IRS990/InsuranceGrp/TotalAmt0149745
IRS990/InterestGrp/ProgramServicesAmt0944581
IRS990/InterestGrp/TotalAmt0944581
IRS990/InvestmentIncomeGrp/ExclusionAmt057845
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt057845
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt024743170
IRS990/LandBldgEquipBasisNetGrp/BOYAmt070417523
IRS990/LandBldgEquipBasisNetGrp/EOYAmt069820440
IRS990/LandBldgEquipCostOrOtherBssAmt094563610
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0796464
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ASSERTIVELY CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES, AND OUR EMPLOYEES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03858374
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03192771
IRS990/NetAssetsOrFundBalancesBOYAmt0-356787
IRS990/NetAssetsOrFundBalancesEOYAmt0670257
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0228290
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0228290
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0979825
IRS990/OccupancyGrp/TotalAmt0979825
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt059154
IRS990/OfficeExpensesGrp/ProgramServicesAmt023705
IRS990/OfficeExpensesGrp/TotalAmt082859
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01814348
IRS990/OtherAssetsTotalGrp/EOYAmt06723994
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0566164
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0566164
IRS990/OtherExpensesGrp/Desc0FOOD COSTS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2INTERCOMPANY FEES
IRS990/OtherExpensesGrp/Desc3SERVICE CONTRACTS
IRS990/OtherExpensesGrp/ProgramServicesAmt02615643
IRS990/OtherExpensesGrp/ProgramServicesAmt1728288
IRS990/OtherExpensesGrp/ProgramServicesAmt2657000
IRS990/OtherExpensesGrp/ProgramServicesAmt3628431
IRS990/OtherExpensesGrp/TotalAmt02615643
IRS990/OtherExpensesGrp/TotalAmt1728288
IRS990/OtherExpensesGrp/TotalAmt2657000
IRS990/OtherExpensesGrp/TotalAmt3628431
IRS990/OtherLiabilitiesGrp/BOYAmt0425544
IRS990/OtherLiabilitiesGrp/EOYAmt04773723
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0GAIN/LOSS ON REFINANCE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0749137
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0749137
IRS990/OtherRevenueTotalAmt0749137
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0738786
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04451888
IRS990/OtherSalariesAndWagesGrp/TotalAmt05190674
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0172482
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt066508
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0373101
IRS990/PayrollTaxesGrp/TotalAmt0373101
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0153140
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt063312
IRS990/PrincipalOfficerNm0CATHERINE MEIER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/BusinessCd3621610
IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0ASSISTED LIVING
IRS990/ProgramServiceRevenueGrp/Desc1INDEPENDENT LIVING
IRS990/ProgramServiceRevenueGrp/Desc2AMORTIZATION OF UNITS
IRS990/ProgramServiceRevenueGrp/Desc3AT HOME SERVICES
IRS990/ProgramServiceRevenueGrp/Desc4ANCILLARY SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09229880
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14028212
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21760550
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31350084
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4167336
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09229880
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14028212
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21760550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31350084
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4167336
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0141430
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt064535
IRS990/PYOtherExpensesAmt09397461
IRS990/PYOtherRevenueAmt0-412120
IRS990/PYProgramServiceRevenueAmt015212518
IRS990/PYRevenuesLessExpensesAmt0-574742
IRS990/PYSalariesCompEmpBnftPaidAmt06183644
IRS990/PYTotalExpensesAmt015581105
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015006363
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01027044
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt025825
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt016604679
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0685055
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0737318
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0646298
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0141430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0620671
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01408399
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt057845
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt074277
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0137285
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0269407
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016604679
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015212518
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt014550486
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0942912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0921636
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt048232231
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt057845
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt074277
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0137285
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0269407
IRS990ScheduleA/InvestmentIncomeCYPct00.00540
IRS990ScheduleA/InvestmentIncomePYPct00.00630
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99460
IRS990ScheduleA/PublicSupportPY509Pct00.99370
IRS990ScheduleA/PublicSupportTotal509Amt049640630
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017250977
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015353948
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt015171157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0942912
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0921636
IRS990ScheduleA/Total509Grp/TotalAmt049640630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017308822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015428225
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt015308442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0942912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0921636
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt049910037
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/BuildingsGrp/BookValueAmt060116896
IRS990ScheduleD/BuildingsGrp/DepreciationAmt021995349
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt082112245
IRS990ScheduleD/EquipmentGrp/BookValueAmt03422897
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02747821
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06170718
IRS990ScheduleD/ExpensesNotReportedAmt0-228291
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt017259205
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt06280647
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt06280647
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt05996406
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1544348

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,977,883
Liabilities
$77,307,626
Net assets
$670,257
Revenue
$18,286,249
Expenses
$17,259,205
Net income
$1,027,044
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$194$201$7.72$41.9$44.3$2.32
2023Detailed filing. Detailed filing data is available for this year.$180$187$6.83$39.4$42.6$3.17
2022Detailed filing. Detailed filing data is available for this year.$172$176$3.69$36.6$42.5$5.88
2021Detailed filing. Detailed filing data is available for this year.$172$169$3.19$41.7$44.0$2.35
2020Detailed filing. Detailed filing data is available for this year.$132$138$6.07$25.5$26.6$1.03
2019Detailed filing. Detailed filing data is available for this year.$129$135$5.63$24.9$25.4$0.52
2018Detailed filing. Detailed filing data is available for this year.$131$136$5.11$26.6$27.5$0.94
2017Detailed filing. Detailed filing data is available for this year.$129$124$4.97$28.2$26.2$1.99
2016Detailed filing. Detailed filing data is available for this year.$106$99.3$6.30$26.1$24.0$2.13
2015Detailed filing. Detailed filing data is available for this year.$89.1$84.9$4.17$26.4$23.2$3.23
2014Detailed filing. Detailed filing data is available for this year.$84.4$83.4$1.07$20.2$19.7$0.54
2013Detailed filing. Detailed filing data is available for this year.$78.0$77.3$0.67$18.3$17.3$1.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.5$73.8$0.36$15.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.2$74.0$0.22$14.9
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $50M-$100M nonprofits