Civic Intelligence

Ames Senior Living

990 • Fiscal year 2019 • EIN 47-0808724

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 21, 2020

Organization ProfileWWW.WINDSOROAKSSENIORS.COM
1100 Adams StreetAmes, IA 50010

(515) 233-0383

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.96x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

5.21x

Higher debt load relative to revenue than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

46th percentile

1.9%

Faster asset growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$3,393,258

Up $62,812 (+1.9%) from 2018

Net Assets

Up

$127,774

Up $73,325 (+135%) from 2018

Liabilities

Down

$3,265,484

Down $10,513 (-0.3%) from 2018

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin68th percentile

Revenue

Up

$626,540

Up $67,649 (+12%) from 2018

Expenses

Up

$553,215

Up $24,681 (+4.7%) from 2018

Net Income

Up

$73,325

Up $42,968 (+142%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,850,070Liabilities 2011: $3,834,496Net Assets 2011: $15,5742011Assets 2012: $3,739,072Liabilities 2012: $3,696,330Net Assets 2012: $42,7422012Assets 2013: $3,613,757Liabilities 2013: $3,551,890Net Assets 2013: $61,8672013Assets 2014: $3,562,424Liabilities 2014: $3,481,896Net Assets 2014: $80,5282014Assets 2015: $3,664,729Liabilities 2015: $3,608,702Net Assets 2015: $56,0272015Assets 2016: $3,526,248Liabilities 2016: $3,511,020Net Assets 2016: $15,2282016Assets 2017: $3,427,897Liabilities 2017: $3,403,805Net Assets 2017: $24,0922017Assets 2018: $3,330,446Liabilities 2018: $3,275,997Net Assets 2018: $54,4492018Assets 2019: $3,393,258Liabilities 2019: $3,265,484Net Assets 2019: $127,7742019Assets 2020: $3,318,750Liabilities 2020: $3,173,140Net Assets 2020: $145,6102020Assets 2021: $3,164,333Liabilities 2021: $3,078,027Net Assets 2021: $86,3062021Assets 2022: $3,120,261Liabilities 2022: $2,950,993Net Assets 2022: $169,2682022Assets 2023: $3,025,843Liabilities 2023: $2,836,037Net Assets 2023: $189,8062023Assets 2024: $2,920,157Liabilities 2024: $2,705,909Net Assets 2024: $214,2482024Assets 2025: $2,884,830Liabilities 2025: $2,518,233Net Assets 2025: $366,5972025

Highlighted filing

2019

Assets$3,393,258
Liabilities$3,265,484
Net Assets$127,774
Open 2019 Filing

Operations Trend

Revenue Growth65th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $437,175Expenses 2011: $401,922Net Income 2011: $35,2532011Revenue 2012: $439,258Expenses 2012: $412,090Net Income 2012: $27,1682012Revenue 2013: $439,925Expenses 2013: $420,800Net Income 2013: $19,1252013Revenue 2014: $492,627Expenses 2014: $473,966Net Income 2014: $18,6612014Revenue 2015: $460,593Expenses 2015: $485,094Net Income 2015: -$24,5012015Revenue 2016: $476,331Expenses 2016: $517,130Net Income 2016: -$40,7992016Revenue 2017: $527,775Expenses 2017: $518,911Net Income 2017: $8,8642017Revenue 2018: $558,891Expenses 2018: $528,534Net Income 2018: $30,3572018Revenue 2019: $626,540Expenses 2019: $553,215Net Income 2019: $73,3252019Revenue 2020: $569,234Expenses 2020: $551,398Net Income 2020: $17,8362020Revenue 2021: $609,354Expenses 2021: $612,085Net Income 2021: -$2,7312021Revenue 2022: $680,566Expenses 2022: $597,604Net Income 2022: $82,9622022Revenue 2023: $601,283Expenses 2023: $580,745Net Income 2023: $20,5382023Revenue 2024: $603,014Expenses 2024: $578,572Net Income 2024: $24,4422024Revenue 2025: $630,151Expenses 2025: $477,802Net Income 2025: $152,3492025

Highlighted filing

2019

Revenue$626,540
Expenses$553,215
Net Income$73,325
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 21, 2020
Return Version
2018v3.1
Gross Receipts
$626,540
Mission and Program Overview

Mission

To provide residential facilities and services for the elderly.

To provide residential housing and other facilities to the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,906,730$2,870,311▼ $36,419
Savings and Temporary Cash Investments$151,993$263,713▲ $111,720
Cash and Non-Interest-Bearing Accounts$106$106→ $0
Total Assets$3,330,446$3,393,258▲ $62,812
Other Assets Total$271,617$259,128▼ $12,489
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,848,891$1,898,901▲ $50,010
Other Liabilities$1,334,907$1,273,532▼ $61,375
Accounts Payable and Accrued Expenses$92,199$93,051▲ $852
Total Liabilities$3,275,997$3,265,484▼ $10,513
Net Assets / Fund Balance
Unrestricted Net Assets$54,449$127,774▲ $73,325
Total Net Assets Fund Balance$54,449$127,774▲ $73,325
Total Liabilities and Net Assets / Fund Balance$3,330,446$3,393,258▲ $62,812

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,570,532$2,079,120$4,649,652
Land$283,543-$283,543
Equipment$0$98,070$98,070
Other Land Buildings$16,236$4,153$20,389
Other Assets Org$259,128--
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Carolyn MccallPresident
Deanna MillerVice President
Darrill AbelDirector
Chuck FisherSecretary
Dallas KibbeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$549,817
Investment Income
$76,723
Other Revenue
$0
Change in Net Assets
$73,325

Audited Revenue Reconciliation

Revenue per Audited Statements
$626,540
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$626,540
Total Revenue per Form 990
$626,540
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$476,145
Salaries, Compensation, and Employee Benefits$77,070
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$148,344--$148,344
Interest$102,418--$102,418
Other Salaries and Wages$71,593--$71,593
Insurance$14,422--$14,422
Fees for Services Accounting-$13,290-$13,290
Advertising$9,807--$9,807
Other Expenses$7,376--$7,376
Payroll Taxes$5,477--$5,477
Information Technology$4,632--$4,632
All Other Expenses$3,772--$3,772
Office Expenses$631--$631
Total Functional Expenses$539,925$13,290$0$553,215

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$553,215
Total Expenses per Audited Statements$553,215
Total Expenses per Form 990$553,215
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
Deferred Resident Entrance Fees, Net$1,273,532
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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 B, Line 11B

“A copy of form 990 is made available to the board of directors for review before it is filed with the irs.”

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

“The board of directors is required to review the conflict of interest policy on an annual basis. Any conflicts are disclosed.”

Form 990, Part VI, Section B, Line 15

“The board of directors review and approve all salaries of the organization. Comparable compensation information is used when it is available.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ames Senior Living
EIN
47-0808724
Phone
5152330383
Address
1100 ADAMS STREET, AMES, IA 50010

Signing Officer

Name
Carolyn Mccall
Title
President
Phone
5152330383
Signed
2020-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Mccall
Formed
1997
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
0

Preparer

Firm
Denman & Company Llp
Address
1601 22ND STREET SUITE 400, WEST DES MOINES, IA 50266-1453
Preparer
James J Hingtgen
Phone
5152258400
Supplemental Narrative

Additional Explanations

Transactions With Board Members

“The members of the board of directors are also residents of the facility. Therefore, portions of the facilty is leased to the board members. The board/tenants pay all members fees at the same rate as all other tenants.”

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from federal and state income taxes under internal revenue code section 501(c)(3). Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization and recognize a tax liability (or asset) for an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has evaluated their material tax positions and determined there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosures in the financial statements. The organization is subject to routine audits by tax authorities; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 409 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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IRS990ScheduleD/EquipmentGrp/BookValueAmt00
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0283543
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0259128
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MARKETING COSTS - NET
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04153
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) FOR AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURES IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0259128
IRS990ScheduleD/TotalExpensesPerForm990Amt0553215
IRS990ScheduleD/TotalLiabilityAmt01273532
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IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. ANY CONFLICTS ARE DISCLOSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEW AND APPROVE ALL SALARIES OF THE ORGANIZATION. COMPARABLE COMPENSATION INFORMATION IS USED WHEN IT IS AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MEMBERS OF THE BOARD OF DIRECTORS ARE ALSO RESIDENTS OF THE FACILITY. THEREFORE, PORTIONS OF THE FACILTY IS LEASED TO THE BOARD MEMBERS. THE BOARD/TENANTS PAY ALL MEMBERS FEES AT THE SAME RATE AS ALL OTHER TENANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4TRANSACTIONS WITH BOARD MEMBERS
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt03330446
IRS990/TotalAssetsGrp/EOYAmt03393258
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0553215
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DENMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 22ND STREET SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DES MOINES

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,393,258
Liabilities
$3,265,484
Net assets
$127,774
Revenue
$626,540
Expenses
$553,215
Net income
$73,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.88$2.52$0.37$0.63$0.48$0.15
2024Detailed filing. Detailed filing data is available for this year.$2.92$2.71$0.21$0.60$0.58$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.03$2.84$0.19$0.60$0.58$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.12$2.95$0.17$0.68$0.60$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.16$3.08$0.09$0.61$0.61$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.32$3.17$0.15$0.57$0.55$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.39$3.27$0.13$0.63$0.55$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.33$3.28$0.05$0.56$0.53$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.43$3.40$0.02$0.53$0.52$0.01
2016Summary only. Only limited summary data is available for this year.$3.53$3.51$0.02$0.48$0.52$0.04
2015Summary only. Only limited summary data is available for this year.$3.66$3.61$0.06$0.46$0.49$0.02
2014Summary only. Only limited summary data is available for this year.$3.56$3.48$0.08$0.49$0.47$0.02
2013Summary only. Only limited summary data is available for this year.$3.61$3.55$0.06$0.44$0.42$0.02
2012Summary only. Only limited summary data is available for this year.$3.74$3.70$0.04$0.44$0.41$0.03
2011Summary only. Only limited summary data is available for this year.$3.85$3.83$0.02$0.44$0.40$0.04