Civic Intelligence

Perkins Co Retirement Assoc Westview Retirement Community

990 • Fiscal year 2014 • EIN 47-0718611

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 02, 2015

Organization ProfileN/A
One Westview DriveGrant, NE 69140

(308) 352-2133

Siviq Scores

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

Liabilities / Assets

88th percentile

0.85x

Higher debt load relative to assets than 88% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

92nd percentile

3.03x

Higher debt load relative to revenue than 92% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

44th percentile

0.8%

Higher net margin than 44% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

43rd percentile

0.3%

Faster asset growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$1,763,939

Up $5,454 (+0.3%) from 2013

Net Assets

Up

$260,169

Up $3,852 (+1.5%) from 2013

Liabilities

Up

$1,503,770

Up $1,602 (+0.1%) from 2013

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin44th percentile

Revenue

Down

$495,822

Down $85,521 (-15%) from 2013

Expenses

Up

$491,970

Up $6,621 (+1.4%) from 2013

Net Income

Down

$3,852

Down $92,142 (-96%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,660,341Liabilities 2011: $1,616,429Net Assets 2011: $43,9122011Assets 2012: $1,696,032Liabilities 2012: $1,535,709Net Assets 2012: $160,3232012Assets 2013: $1,758,485Liabilities 2013: $1,502,168Net Assets 2013: $256,3172013Assets 2014: $1,763,939Liabilities 2014: $1,503,770Net Assets 2014: $260,1692014Assets 2015: $1,789,727Liabilities 2015: $1,474,496Net Assets 2015: $315,2312015Assets 2016: $1,751,225Liabilities 2016: $1,413,300Net Assets 2016: $337,9252016Assets 2017: $1,691,948Liabilities 2017: $1,352,749Net Assets 2017: $339,1992017Assets 2018: $1,631,445Liabilities 2018: $1,333,348Net Assets 2018: $298,0972018Assets 2019: $1,548,366Liabilities 2019: $1,308,096Net Assets 2019: $240,2702019Assets 2020: $1,467,388Liabilities 2020: $1,295,620Net Assets 2020: $171,7682020Assets 2021: $1,474,201Liabilities 2021: $1,261,045Net Assets 2021: $213,1562021Assets 2022: $1,282,231Liabilities 2022: $1,138,690Net Assets 2022: $143,5412022Assets 2023: $1,266,781Liabilities 2023: $1,109,313Net Assets 2023: $157,4682023Assets 2024: $1,395,660Liabilities 2024: $1,195,990Net Assets 2024: $199,6702024

Highlighted filing

2014

Assets$1,763,939
Liabilities$1,503,770
Net Assets$260,169
Open 2014 Filing

Operations Trend

Revenue Growth17th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $517,897Expenses 2011: $471,943Net Income 2011: $45,9542011Revenue 2012: $601,401Expenses 2012: $484,990Net Income 2012: $116,4112012Revenue 2013: $581,343Expenses 2013: $485,349Net Income 2013: $95,9942013Revenue 2014: $495,822Expenses 2014: $491,970Net Income 2014: $3,8522014Revenue 2015: $541,607Expenses 2015: $486,545Net Income 2015: $55,0622015Revenue 2016: $527,573Expenses 2016: $504,879Net Income 2016: $22,6942016Revenue 2017: $527,507Expenses 2017: $526,233Net Income 2017: $1,2742017Revenue 2018: $527,953Expenses 2018: $569,055Net Income 2018: -$41,1022018Revenue 2019: $496,440Expenses 2019: $554,267Net Income 2019: -$57,8272019Revenue 2020: $469,777Expenses 2020: $538,279Net Income 2020: -$68,5022020Revenue 2021: $580,060Expenses 2021: $538,672Net Income 2021: $41,3882021Revenue 2022: $484,420Expenses 2022: $554,035Net Income 2022: -$69,6152022Revenue 2023: $651,532Expenses 2023: $637,605Net Income 2023: $13,9272023Revenue 2024: $699,352Expenses 2024: $657,150Net Income 2024: $42,2022024

Highlighted filing

2014

Revenue$495,822
Expenses$491,970
Net Income$3,852
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 2, 2015
Return Version
2014v5.0
Gross Receipts
$495,822
Mission and Program Overview

Mission

To provide an elderly congregate living program

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,298,921$1,233,994▼ $64,927
Savings and Temporary Cash Investments$449,261$519,859▲ $70,598
Cash and Non-Interest-Bearing Accounts$6,350$6,860▲ $510
Prepaid Expenses and Deferred Charges$3,679$2,951▼ $728
Accounts Receivable$274$275▲ $1
Total Assets$1,758,485$1,763,939▲ $5,454
Liabilities
Mortgage Notes Payable Secured by Investment Property$940,426$922,619▼ $17,807
Other Liabilities$506,755$529,961▲ $23,206
Accounts Payable and Accrued Expenses$54,987$51,190▼ $3,797
Total Liabilities$1,502,168$1,503,770▲ $1,602
Net Assets / Fund Balance
Unrestricted Net Assets$256,317$260,169▲ $3,852
Total Net Assets Fund Balance$256,317$260,169▲ $3,852
Total Liabilities and Net Assets / Fund Balance$1,758,485$1,763,939▲ $5,454

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,089,623$1,418,868$2,508,491
Equipment$110,804$176,699$287,503
Land$33,567-$33,567
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Rhonda KroekerPresident
Sandy GlennVice President/secretary
Gary NewthBoard Member
Marian RobertsonBoard Member
Noel BullockBoard Member
Wendell CarothersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,235
Program Service Revenue
$484,298
Investment Income
$1,289
Other Revenue
$0
All Other Contributions
$10,235
Change in Net Assets
$3,852

Audited Revenue Reconciliation

Revenue per Audited Statements
$495,822
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$495,822
Total Revenue per Form 990
$495,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$332,111
Salaries, Compensation, and Employee Benefits$159,859
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$147,986--$147,986
Occupancy$99,583--$99,583
Depreciation Depletion$69,065--$69,065
Interest$41,952--$41,952
Fees for Services Other$16,727--$16,727
Payroll Taxes$11,873--$11,873
Insurance$4,878--$4,878
Fees for Services Accounting$3,900--$3,900
Other Expenses$3,779$0$0$3,779
Advertising$3,104--$3,104
Travel$810--$810
Office Expenses$288--$288
Total Functional Expenses$491,970$0$0$491,970

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$491,970
Total Expenses per Audited Statements$491,970
Total Expenses per Form 990$491,970
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Contracts Payable-residents$440,250
Deferred Duplex Equity$59,960
Residents Security Deposits$29,751
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“A copy of the 990 was made available to all board members for their review prior to filing a final copy.”

Form 990, Part VI, Section C, line 19

“Governing documents are available for public inspection at the business office in grant, ne.”

Filing and Contact Details

Filer

Filer Name
Perkins County Retirement Association
EIN
47-0718611
Phone
3083522133
Address
ONE WESTVIEW DRIVE, GRANT, NE 69140

Signing Officer

Name
Wendell Carothers
Title
Treasurer
Phone
3083522133
Signed
2015-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendell Carothers
Formed
1988
Legal Domicile
Ne
Voting Board Members
6
Independent Board Members
6
Employees
19
Volunteers
0

Preparer

Firm
Dana F Cole & Company Llp
Address
315 N DEWEY SUITE 219 PO BOX 70, NORTH PLATTE, NE 69101
Preparer
Harry Branting
Phone
3085341860
Raw XML AppendixShowing 400 of 417 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.

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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04782
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0484298
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0544007
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0592471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0504994
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0457446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02583216
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01289
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0803
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0778
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0844
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04782
IRS990ScheduleA/InvestmentIncomeCYPct00.00180
IRS990ScheduleA/InvestmentIncomePYPct00.00200
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt012816
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/OtherIncome509Grp/TotalAmt012836
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99340
IRS990ScheduleA/PublicSupportPY509Pct00.98690
IRS990ScheduleA/PublicSupportTotal509Amt02649876
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0494533
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0567459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0600598
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0517119
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0470167
IRS990ScheduleA/Total509Grp/TotalAmt02649876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0495822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0581343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0601401
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0517897
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0471031
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02667494
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01089623
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01418868
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02508491
IRS990ScheduleD/EquipmentGrp/BookValueAmt0110804
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0176699
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0287503
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0491970
IRS990ScheduleD/LandGrp/BookValueAmt033567
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt033567
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0440250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt159960
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt229751
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRACTS PAYABLE-RESIDENTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED DUPLEX EQUITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RESIDENTS SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0495822
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01233994
IRS990ScheduleD/TotalExpensesPerForm990Amt0491970
IRS990ScheduleD/TotalLiabilityAmt0529961
IRS990ScheduleD/TotalRevenuePerForm990Amt0495822
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0495822
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0491970
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING A FINAL COPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE BUSINESS OFFICE IN GRANT, NE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01758485
IRS990/TotalAssetsEOYAmt01763939
IRS990/TotalAssetsGrp/BOYAmt01758485
IRS990/TotalAssetsGrp/EOYAmt01763939
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010235
IRS990/TotalEmployeeCnt019
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0491970
IRS990/TotalFunctionalExpensesGrp/TotalAmt0491970
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01502168
IRS990/TotalLiabilitiesEOYAmt01503770
IRS990/TotalLiabilitiesGrp/BOYAmt01502168
IRS990/TotalLiabilitiesGrp/EOYAmt01503770
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0256317
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0260169
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0491970
IRS990/TotalProgramServiceRevenueAmt0484298
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01289
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0484298
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0495822
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01758485
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01763939
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0810
IRS990/TravelGrp/TotalAmt0810
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0256317
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0260169
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ONE WESTVIEW DRIVE
IRS990/USAddress/CityNm0GRANT
IRS990/USAddress/StateAbbreviationCd0NE
IRS990/USAddress/ZIPCd069140
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDELL CAROTHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03083522133
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERKINS COUNTY RETIREMENT ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PERK
ReturnHeader/Filer/EIN0470718611
ReturnHeader/Filer/PhoneNum03083522133

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,763,939
Liabilities
$1,503,770
Net assets
$260,169
Revenue
$495,822
Expenses
$491,970
Net income
$3,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$1.20$0.20$0.70$0.66$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$1.11$0.16$0.65$0.64$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$1.14$0.14$0.48$0.55$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$1.26$0.21$0.58$0.54$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$1.30$0.17$0.47$0.54$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$1.31$0.24$0.50$0.55$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$1.33$0.30$0.53$0.57$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$1.35$0.34$0.53$0.53$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$1.41$0.34$0.53$0.50$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.79$1.47$0.32$0.54$0.49$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.76$1.50$0.26$0.50$0.49$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.76$1.50$0.26$0.58$0.49$0.10
2012Summary only. Only limited summary data is available for this year.$1.70$1.54$0.16$0.60$0.48$0.12
2011Summary only. Only limited summary data is available for this year.$1.66$1.62$0.04$0.52$0.47$0.05