Civic Intelligence

Southwind Hospice Inc.

990 • Fiscal year 2017 • EIN 48-1087641

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 18, 2018

496 Yucca LanePratt, KS 67124

(620) 933-2060

Siviq Scores

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

Liabilities / Assets

94th percentile

1.06x

Higher debt load relative to assets than 94% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

0.88x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

35th percentile

-1.4%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

65th percentile

$50,000

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

47th percentile

2.2%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-26%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$642,784

Up $13,826 (+2.2%) from 2016

Net Assets

Down

-$38,502

Down $10,654 (-38%) from 2016

Liabilities

Up

$681,286

Up $24,480 (+3.7%) from 2016

Revenue

Down

$775,569

Down $270,496 (-26%) from 2016

Expenses

Down

$786,223

Down $276,801 (-26%) from 2016

Net Income

Up

-$10,654

Up $6,305 (+37%) from 2016

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $3,496,432Liabilities 2010: $2,190,389Net Assets 2010: $1,306,0432010Assets 2011: $3,276,246Liabilities 2011: $2,141,477Net Assets 2011: $1,134,7692011Assets 2012: $1,170,330Liabilities 2012: $1,030,999Net Assets 2012: $139,3312012Assets 2013: $786,865Liabilities 2013: $676,467Net Assets 2013: $110,3982013Assets 2014: $741,981Liabilities 2014: $687,257Net Assets 2014: $54,7242014Assets 2015: $686,514Liabilities 2015: $697,404Net Assets 2015: -$10,8902015Assets 2016: $628,958Liabilities 2016: $656,806Net Assets 2016: -$27,8482016Assets 2017: $642,784Liabilities 2017: $681,286Net Assets 2017: -$38,5022017Assets 2018: $629,568Liabilities 2018: $653,038Net Assets 2018: -$23,4702018Assets 2019: $653,334Liabilities 2019: $621,621Net Assets 2019: $31,7132019Assets 2020: $717,556Liabilities 2020: $536,647Net Assets 2020: $180,9092020Assets 2021: $660,012Liabilities 2021: $451,163Net Assets 2021: $208,8492021Assets 2022: $622,010Liabilities 2022: $500,243Net Assets 2022: $121,7672022Assets 2023: $488,748Liabilities 2023: $460,990Net Assets 2023: $27,7582023Assets 2024: $434,235Liabilities 2024: $422,258Net Assets 2024: $11,9772024

Highlighted filing

2017

Assets$642,784
Liabilities$681,286
Net Assets-$38,502

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,574,7482010Expenses 2011: $1,853,0182011Expenses 2012: $2,789,5902012Revenue 2013: $1,717,432Expenses 2013: $1,746,365Net Income 2013: -$28,9332013Revenue 2014: $1,748,684Expenses 2014: $1,804,358Net Income 2014: -$55,6742014Revenue 2015: $1,254,852Expenses 2015: $1,320,466Net Income 2015: -$65,6142015Revenue 2016: $1,046,065Expenses 2016: $1,063,024Net Income 2016: -$16,9592016Revenue 2017: $775,569Expenses 2017: $786,223Net Income 2017: -$10,6542017Revenue 2018: $778,065Expenses 2018: $763,034Net Income 2018: $15,0312018Revenue 2019: $828,170Expenses 2019: $772,987Net Income 2019: $55,1832019Revenue 2020: $925,215Expenses 2020: $776,019Net Income 2020: $149,1962020Revenue 2021: $787,679Expenses 2021: $759,739Net Income 2021: $27,9402021Revenue 2022: $905,764Expenses 2022: $992,846Net Income 2022: -$87,0822022Revenue 2023: $842,342Expenses 2023: $936,351Net Income 2023: -$94,0092023Revenue 2024: $922,161Expenses 2024: $937,943Net Income 2024: -$15,7822024

Highlighted filing

2017

Revenue$775,569
Expenses$786,223
Net Income-$10,654
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 18, 2018
Return Version
2017v2.0
Gross Receipts
$775,569
Mission and Program Overview

Mission

To provide comprehensive services and resources to assist residents, individuals, families, and charitable organizations providing services to those individuals and families, during major life transitions with attention given to the physiological, socio cultural and emotional needs of the resident/individual/family. These services mandate a continuity of care, regardless whether the resident is in the home, inpatient setting, or the community. South Wind Home, Inc. exists in the hope and belief that through appropriate care, residents, individuals, and their families, may be free to attain a degree of physical and mental preparation for life and death that is satisfactory to them.

To provide comprehensive services and resources to assist residents, individuals, families and charitable organizations providing services to those individuals and families, during major life transitions with attention given to the physiological, socio cultural and emotional needs of the resident/individual/family. These services mandate a continuity of care, regardless whether the resident is in the home, an inpatient setting, or the community. South Wind Home, Inc. exists in the hope and belief that through appropriate care, residents, individuals and their families, may be free to attain a degree of physical and mental preparation for life and death that is satisfactory to them.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$643,149$602,491▼ $40,658
Cash and Non-Interest-Bearing Accounts$-14,191$40,293▲ $54,484
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-27,848$-38,502▼ $10,654
Total Assets$628,958$642,784▲ $13,826
Liabilities
Mortgage Notes Payable Secured by Investment Property$656,806$681,286▲ $24,480
Total Liabilities$656,806$681,286▲ $24,480
Net Assets / Fund Balance
Total Net Assets Fund Balance$-27,848$-38,502▼ $10,654
Total Liabilities and Net Assets / Fund Balance$628,958$642,784▲ $13,826

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$555,946$252,509$808,455
Land$46,545-$46,545
Other Land Buildings$0$0$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sara WallaceOperations DirectorFT$50,000$50,000

Board Members and Trustees

NameTitle
Carolyn BanksPresident
Cliff MockVice President
Sara Beth MonteiBoard Member
Tamara RoseSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$37,808
Program Service Revenue
$736,478
Investment Income
$1,283
Other Revenue
$0
All Other Contributions
$37,808
Change in Net Assets
$-10,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$574,527
Other Expenses$211,696
Total Fundraising Expense$67
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$380,354$87,189-$467,543
Office Expenses$42,771$11,816$67$54,654
Current Officers, Directors, Trustees, and Key Employees-$50,000-$50,000
Payroll Taxes$36,397$13,128-$49,525
Occupancy$48,733--$48,733
Depreciation Depletion$38,947$1,711-$40,658
Interest$32,005--$32,005
Insurance-$25,505-$25,505
Other Expenses$7,500$0$0$7,500
Other Employee Benefits$5,482$1,977-$7,459
Advertising-$1,231-$1,231
Fees for Services Accounting-$1,110-$1,110
Total Functional Expenses$592,489$193,667$67$786,223
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The Form 990 is reviewed by the Governing Body prior to signing and filing with the Internal Revenue Service.

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

The Governing Body discusses and approves the companies missions and activities at its regular meetings. Care is exercised in these approval processes to monitor and avoid any conflicts of interest.

Form 990, Part VI, Section B, Line 15

Compensation guidelines published for various types of healthcare organizations are monitored and used for guidance for establishing compensation.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
South Wind Home Inc
EIN
48-1087641
Phone
6209332060
Address
496 Yucca Lane, Pratt, KS 67124

Signing Officer

Name
Janet Horton
Title
Financial Director
Phone
6209332060
Signed
2018-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Horton
Formed
1990
Legal Domicile
Ks
Voting Board Members
4
Independent Board Members
4
Employees
44
Volunteers
20

Preparer

Firm
Harry E Lohr
Address
1700 Nebraska, Kansas City, KS 66102
Preparer
Harry Lohr
Phone
9133211358
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-38502
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt037808
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt084465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0219658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0266752
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0258522
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0867205
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01283
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0788
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01562
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03385
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03979
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0736478
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0960812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01033632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01478547
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01454931
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05664400
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01283
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0788
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01562
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03385
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03979
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010997
IRS990ScheduleA/InvestmentIncomeCYPct00.00168
IRS990ScheduleA/InvestmentIncomePYPct00.00169
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99832
IRS990ScheduleA/PublicSupportPY509Pct00.99831
IRS990ScheduleA/PublicSupportTotal509Amt06531605
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0774286
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01045277
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01253290
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01745299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01713453
IRS990ScheduleA/Total509Grp/TotalAmt06531605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0775569
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01046065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01254852
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01748684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01717432
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06542602
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0555946
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0252509
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0808455
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/BookValueAmt046545
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt046545
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0602491
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed by the Governing Body prior to signing and filing with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Governing Body discusses and approves the companies missions and activities at its regular meetings. Care is exercised in these approval processes to monitor and avoid any conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation guidelines published for various types of healthcare organizations are monitored and used for guidance for establishing compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents, conflict of interest policy and financial statements are available upon request.
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0628958
IRS990/TotalAssetsEOYAmt0642784
IRS990/TotalAssetsGrp/BOYAmt0628958
IRS990/TotalAssetsGrp/EOYAmt0642784
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt037808
IRS990/TotalEmployeeCnt044
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt067
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0193667
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0592489
IRS990/TotalFunctionalExpensesGrp/TotalAmt0786223
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0656806
IRS990/TotalLiabilitiesEOYAmt0681286
IRS990/TotalLiabilitiesGrp/BOYAmt0656806
IRS990/TotalLiabilitiesGrp/EOYAmt0681286
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-27848
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-38502
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0592489
IRS990/TotalProgramServiceRevenueAmt0736478
IRS990/TotalReportableCompFromOrgAmt050000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0737761
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0775569
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0628958
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0642784
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0496 Yucca Lane
IRS990/USAddress/CityNm0Pratt
IRS990/USAddress/StateAbbreviationCd0KS
IRS990/USAddress/ZIPCd067124
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.Southwindhome.org
IRS990/WhistleblowerPolicyInd01
ReasonableCauseExplanation/ExplanationTxt0An extension until November 15, 2018 has been granted for filing of the Form 990.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Janet Horton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Director

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.43$0.42$0.01$0.92$0.94$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.49$0.46$0.03$0.84$0.94$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.50$0.12$0.91$0.99$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.45$0.21$0.79$0.76$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.54$0.18$0.93$0.78$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.62$0.03$0.83$0.77$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.65$0.02$0.78$0.76$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.68$0.04$0.78$0.79$0.01
2016Summary only. Only limited summary data is available for this year.$0.63$0.66$0.03$1.05$1.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.70$0.01$1.25$1.32$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.69$0.05$1.75$1.80$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.79$0.68$0.11$1.72$1.75$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$1.03$0.14$2.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$2.14$1.13$1.85
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$2.19$1.31$2.57