Civic Intelligence

Governmental and Educational Assistance Corporation

990 • Fiscal year 2022 • EIN 62-1691489

Jul 01, 2021 to Jun 30, 2022 • Filed on May 11, 2023

11180 Zealand Ave NChamplin, MN 55316

(952) 837-0542

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.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

84th percentile

1.89x

Higher debt load relative to revenue than 84% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

53rd percentile

8.0%

Higher net margin than 53% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$378,790

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

77th percentile

12%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Assets

Up

$73,286,933

Up $7,657,806 (+12%) from 2021

Net Assets

Up

$2,865,667

Up $2,618,522 (+1060%) from 2021

Liabilities

Up

$70,421,266

Up $5,039,284 (+7.7%) from 2021

Revenue

Up

$37,232,255

Up $4,439,777 (+14%) from 2021

Expenses

Up

$34,257,262

Up $4,258,179 (+14%) from 2021

Net Income

Up

$2,974,993

Up $181,598 (+6.5%) from 2021

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0-$50MAssets 2010: $124,370,266Liabilities 2010: $152,982,179Net Assets 2010: -$28,611,9132010Assets 2011: $121,885,364Liabilities 2011: $149,666,842Net Assets 2011: -$27,781,4782011Assets 2012: $104,469,016Liabilities 2012: $125,341,181Net Assets 2012: -$20,872,1652012Assets 2013: $85,357,800Liabilities 2013: $96,787,188Net Assets 2013: -$11,429,3882013Assets 2014: $88,720,668Liabilities 2014: $97,655,311Net Assets 2014: -$8,934,6432014Assets 2015: $89,130,663Liabilities 2015: $100,859,041Net Assets 2015: -$11,728,3782015Assets 2016: $79,758,260Liabilities 2016: $96,459,221Net Assets 2016: -$16,700,9612016Assets 2017: $74,801,972Liabilities 2017: $91,687,374Net Assets 2017: -$16,885,4022017Assets 2018: $59,473,905Liabilities 2018: $68,771,662Net Assets 2018: -$9,297,7572018Assets 2019: $57,162,100Liabilities 2019: $60,001,744Net Assets 2019: -$2,839,6442019Assets 2020: $59,175,249Liabilities 2020: $61,902,006Net Assets 2020: -$2,726,7572020Assets 2021: $65,629,127Liabilities 2021: $65,381,982Net Assets 2021: $247,1452021Assets 2022: $73,286,933Liabilities 2022: $70,421,266Net Assets 2022: $2,865,6672022Assets 2023: $70,356,688Liabilities 2023: $65,469,554Net Assets 2023: $4,887,1342023Assets 2024: $91,271,791Liabilities 2024: $83,888,339Net Assets 2024: $7,383,4522024Assets 2025: $107,961,363Liabilities 2025: $96,530,829Net Assets 2025: $11,430,5342025

Highlighted filing

2022

Assets$73,286,933
Liabilities$70,421,266
Net Assets$2,865,667

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $47,765,6972010Expenses 2011: $47,892,9762011Revenue 2012: $51,894,698Expenses 2012: $48,804,166Net Income 2012: $3,090,5322012Expenses 2013: $30,715,0952013Revenue 2014: $29,965,370Expenses 2014: $28,291,286Net Income 2014: $1,674,0842014Revenue 2015: $28,969,411Expenses 2015: $30,757,032Net Income 2015: -$1,787,6212015Revenue 2016: $31,949,284Expenses 2016: $36,051,602Net Income 2016: -$4,102,3182016Revenue 2017: $32,975,323Expenses 2017: $33,622,786Net Income 2017: -$647,4632017Revenue 2018: $35,079,197Expenses 2018: $27,686,287Net Income 2018: $7,392,9102018Revenue 2019: $33,969,379Expenses 2019: $27,404,841Net Income 2019: $6,564,5382019Revenue 2020: $28,939,725Expenses 2020: $28,740,028Net Income 2020: $199,6972020Revenue 2021: $32,792,478Expenses 2021: $29,999,083Net Income 2021: $2,793,3952021Revenue 2022: $37,232,255Expenses 2022: $34,257,262Net Income 2022: $2,974,9932022Revenue 2023: $38,675,988Expenses 2023: $36,646,509Net Income 2023: $2,029,4792023Revenue 2024: $46,182,641Expenses 2024: $43,686,323Net Income 2024: $2,496,3182024Revenue 2025: $59,018,091Expenses 2025: $54,283,243Net Income 2025: $4,734,8482025

Highlighted filing

2022

Revenue$37,232,255
Expenses$34,257,262
Net Income$2,974,993
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 11, 2023
Return Version
2021v4.2
Gross Receipts
$37,232,255
Mission and Program Overview

Mission

We empower our employees to support older adults in achieving fulfilling lifestyles, while maintaining responsible stewardship of our resources. Our five core values are: Caring, Respect, Collaboration, Innovation, and Stewardship.

Transform lives, providing compassionate care and joy-filled environments

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$48,884,356$48,236,503▼ $647,853
Savings and Temporary Cash Investments$9,910,997$13,566,819▲ $3,655,822
Accounts Receivable$901,434$4,564,095▲ $3,662,661
Investments in Publicly Traded Securities$3,068,823$4,184,489▲ $1,115,666
Prepaid Expenses and Deferred Charges$719,321$766,449▲ $47,128
Total Assets$65,629,127$73,286,933▲ $7,657,806
Other Assets Total$2,144,196$1,968,578▼ $175,618
Liabilities
Tax Exempt Bond Liabilities$52,508,630$38,292,902▼ $14,215,728
Mortgage Notes Payable Secured by Investment Property$7,817,327$26,607,965▲ $18,790,638
Accounts Payable and Accrued Expenses$2,474,622$3,432,623▲ $958,001
Other Liabilities$2,251,533$1,987,776▼ $263,757
Unsecured Notes Loans Payable$329,870--
Deferred Revenue-$100,000-
Total Liabilities$65,381,982$70,421,266▲ $5,039,284
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$237,145$2,855,667▲ $2,618,522
Net Assets With Donor Restrictions$10,000$10,000→ $0
Total Net Assets Fund Balance$247,145$2,865,667▲ $2,618,522
Total Liabilities and Net Assets / Fund Balance$65,629,127$73,286,933▲ $7,657,806

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$44,051,644$32,411,191$76,462,835
Equipment$1,246,170$6,626,215$7,872,385
Land$1,796,984-$1,796,984
Other Land Buildings$1,141,705$520,148$1,661,853
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James E BettendorfChief Executive OfficerFT$291,373$87,417$378,790
Scott HammanCAOFT$150,911$49,694$200,605
Anne PetersmeyerCOOFT$187,460$10,070$197,530
Jeff SmithVP of External RelationsFT$132,926$34,818$167,744
Melissa PlacheckiOrganizational Dir, Health CareFT$118,026$14,492$132,518
Reed MainquistControllerFT$110,509$18,145$128,654
Dewey PettitCFOFT$103,553$5,379$108,932
Jennifer MarcusExecutive DirectorFT$101,307$3,809$105,116
Morris E KnopfChair-$32,500-$32,500
Denice JasperVice Chair-$31,500-$31,500
Jim EhrenbergTreasurer-$31,500-$31,500
Jean BeySecretary-$30,500-$30,500
Rose AgnewDirector-$29,500-$29,500
William GreenDirector-$29,500-$29,500

Highest Paid Contractors

ContractorServicesLocationCompensation
Senior Care SolutionsTemp StaffingPO Box 2283, Stillwater, MN 55082$438,141
St Augustine ManorProperty Management7801 Detroit Ave, Cleveland, OH 44102$324,129
GrapeTree Medical Staffing LLCTemp StaffingPO Box 5340, Sioux Falls, SD 57117$279,835
New Horizon FoodsFood Service ProviderPO Box 860246, Minneapolis, MN 55486$221,659
Eldermark SoftwareBilling Software ProviderPO Box 1261, JamesTown, ND 58402$128,094
Revenue and Support

Revenue Composition

Contributions and Grants
$1,123,958
Program Service Revenue
$32,600,822
Investment Income
$10,728
Other Revenue
$3,496,747
All Other Contributions
$72,760
Change in Net Assets
$2,974,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$17,827,649
Other Expenses$16,429,613
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,521,421$1,544,684-$13,066,105
Fees for Services Other$3,410,160$681,872-$4,092,032
Depreciation Depletion$2,652,666$155,267-$2,807,933
Interest$2,455,191$41,706-$2,496,897
Occupancy$2,171,134$98,877-$2,270,011
Other Employee Benefits$1,518,535$684,431-$2,202,966
Current Officers, Directors, Trustees, and Key Employees-$1,198,010-$1,198,010
Payroll Taxes$809,864$388,106-$1,197,970
All Other Expenses$415,482$457,560-$873,042
Office Expenses$778,908$89,513-$868,421
Insurance$340,525$58,439-$398,964
Advertising-$279,236-$279,236
Fees for Services Accounting-$269,627-$269,627
Fees for Services Management-$193,871-$193,871
Pension Plan Contributions$130,455$32,143-$162,598
Other Expenses$1,635,589$114,651-$114,651
Fees for Services Legal-$86,503-$86,503
Travel-$42,836-$42,836
Total Functional Expenses$27,839,930$6,417,332$0$34,257,262
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
Operating Lease$1,574,337
Security deposits$413,439

Bond Issues

BondIssuerIssuedIssue PricePurpose
DCleveland-Cuyahoga County Port Authority OH2014-11-18$14,975,710Refinance of senior housing, assisted living & memory care issued 6/8/2006
BCity of Redwood Falls MN2012-12-06$7,805,000Refinance bonds issued 12/23/09 for senior housing project
CCity of North Mankato MN2014-11-12$7,155,000Refinance debt issued 4/22/2005
CLakes Area Economic Development Authority2014-07-17$5,280,000Refund bonds issued 7/20/05 with building remodel
BCity of Sherburn Minnesota2015-05-21$5,229,000Refinance bonds issued 5/1/2012
ACity of Fairmont Minnesota2015-05-21$5,000,000Refinance bonds issued 5/1/2012
ADakota County Community Development Agency MN2014-03-14$3,370,000Refinance bonds issued 2/26/09

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
D$14,975,710$14,573,021$802,994$100,000
B$7,805,000$7,648,900$1,099,730$156,100
C$7,155,000$7,011,900$3,679,175$143,100
C$5,280,000$4,521,579--
B$5,229,000$5,124,306$1,227,647$105,600
A$5,000,000$4,900,000$839,826$104,580
A$3,370,000$3,358,327$1,941,300$11,673

Bond Financing Compliance

No rebate due
Yes
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 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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

Emerald Village-GEAC, LLC, entered into a management agreement with St. Augustine Manor, an Ohio nonprofit corporation, to provide management services. The amount paid during the year ended June 30, 2022 was $193,871.

Form 990, Part VI, Section A, line 8B

There are no committees with the authority to act on behalf of the governing body.

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

The organization's CEO reviews the draft Form 990. In addition, a copy of the draft Form 990 is provided to the full board prior to filing.

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

The conflict of interest policy covers the board members and officers of the organization. The President and Chair review potential conflicts. If an individual has a conflict they may participate in discussions, but must remove themselves during voting.

Form 990, Part VI, Section B, line 15A

Compensation for the Chief Executive Officer is determined by the Board of Directors. Compensation for the Chief Financial Officer is determined by the Chief Executive Officer. The compensation for meetings and special activities or services for the Board of Directors is determined by the Board of Directors. Comparability data, including an analysis and review of special services and activities performed by Directors and market rates for the performance of such services and activities, is used to determine board compensation as well as officer compensation and the process is documented.

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
Governmental and Educational
EIN
62-1691489
Phone
9528370542
Address
11180 Zealand Ave N, Champlin, MN 55316
Doing Business As
Vista Prairie Communities

Signing Officer

Name
Dewey Pettit
Title
Chief Financial Officer
Phone
9528370542
Signed
2023-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James E Bettendorf
Formed
1997
Legal Domicile
Ar
Voting Board Members
6
Independent Board Members
6
Employees
889
Volunteers
65

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Deb Nelson CPA
Phone
6122536500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

Professional Services: Program service expenses 320,565. Management and general expenses 366,687. Fundraising expenses 0. Total expenses 687,252. Purchased Services: Program service expenses 2,451,315. Management and general expenses 313,278. Fundraising expenses 0. Total expenses 2,764,593. Maintenance and Repairs: Program service expenses 638,280. Management and general expenses 1,907. Fundraising expenses 0. Total expenses 640,187.

Form 990, Part XI, line 9:

Change in fair value of interest rate swap 62,736. Loss on refinancing of debt -419,207.

Financial Statement Notes

Part X, Line 2:

The Organization believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.

Raw XML AppendixShowing 400 of 1,045 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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IRS990/Desc0Vista Prairie Communities (VPC) served 896 residents and employed a staff of 449 in FY2022. The organization has developed and maintained ten limited liability companies (LLC's) that currently own nine facilities, providing services for low-income residents, senior assisted living, independent living and memory care housing. VPC's locations are in four states: Minnesota, Iowa, Ohio and Wisconsin. The tenth LLC, Vista Prairie Management, is the operating entity overseeing all the other single asset LLC operations.(Continue on Schedule O)VPC was incorporated in 1997 as a nonprofit organization for charitable purposes under its original name Governmental & Educational Assistance Corporation. In 2022, we provided $3.4 million in charitable support to qualifying residents in various public assistance programs. VPC is dedicated to the highest possible quality, striving to provide innovative and relevant services through collaborative partnerships; making a significant difference in the lives of those we serve and their loved ones. For more information, visit www.vistaprairie.org. The Vision of Vista Prairie Communities is to continually evolve to enrich the lives of those we are called to serve and to meet the growing needs of the greater community. To accomplish our mission and vision, we have organized as limited liability corporations serving older adults.Vista Prairie at Brentwood, LLC, operates a 47-unit assisted living senior housing facility offering assisted living and memory care and located in Rice Lake, Wisconsin. Vista Prairie at Fieldcrest, LLC, operates an 81-unit assisted living senior housing facility offering assisted living and memory care and located in Sheldon, Iowa. Vista Prairie at Garnette Gardens, LLC, operates an 86-unit senior living housing facility offering assisted living and memory care located in Redwood Falls, Minnesota. Vista Prairie at Goldfinch Estates, LLC, operates a 134-unit senior housing facility that includes assisted living and a memory care facility in Fairmont, Minnesota. Vista Prairie at Monarch Meadows, LLC, operates a 100-unit senior housing facility providing assisted living and care suites located in North Mankato, Minnesota. Vista Prairie at Copperleaf, LLC, operates an 82-unit senior living facility offering assisted living and memory care in Willmar, Minnesota. Vista Prairie at Windmill Ponds, LLC, operates a 65-unit assisted living facility located in Alexandria, Minnesota. River Heights Assisted Living, LLC, operates a 60-unit assisted living and memory care facility in South Saint Paul, Minnesota. Emerald Village-GEAC, LLC, operates a 100-unit independent senior living and 30-unit assisted living campus located in North Olmsted, Ohio.We are pleased to report Program Service Accomplishments in three of the components of our stewardship strategic priority, amid a productive year of service. Future stability and growth: The addition of Vista Prairie at Brentwood has helped to accomplish a key objective to grow our network of senior care communities. Vista Prairie ranks 124th in total units and 23rd for the largest multi-site, Assisted Living units in LeadingAge's Ziegler 2022 Survey.High quality services: Each of our Minnesota communities completed the first round of surveys under the new assisted living licensing law administered by the Minnesota Department of Health. Strong financial position: We surpassed our budgeted operating margin for the year, thanks to successful efforts to build occupancy and careful cost control. This financial security enabled our communities to provide compassionate care in joy-filled environments.
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IRS990/FeesForServicesManagementGrp/TotalAmt0193871
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0681872
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03410160
IRS990/FeesForServicesOtherGrp/TotalAmt04092032
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
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IRS990/Form990PartVIISectionAGrp/OfficerInd7X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt640167
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt74070
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt841694
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt95379
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1026818
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1114492
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1218145
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt133809
IRS990/Form990PartVIISectionAGrp/PersonNm0Morris E Knopf
IRS990/Form990PartVIISectionAGrp/PersonNm1Denice Jasper
IRS990/Form990PartVIISectionAGrp/PersonNm2Jim Ehrenberg
IRS990/Form990PartVIISectionAGrp/PersonNm3Jean Bey
IRS990/Form990PartVIISectionAGrp/PersonNm4Rose Agnew
IRS990/Form990PartVIISectionAGrp/PersonNm5William Green
IRS990/Form990PartVIISectionAGrp/PersonNm6James E Bettendorf
IRS990/Form990PartVIISectionAGrp/PersonNm7Anne Petersmeyer
IRS990/Form990PartVIISectionAGrp/PersonNm8Scott Hamman
IRS990/Form990PartVIISectionAGrp/PersonNm9Dewey Pettit
IRS990/Form990PartVIISectionAGrp/PersonNm10Jeff Smith
IRS990/Form990PartVIISectionAGrp/PersonNm11Melissa Plachecki
IRS990/Form990PartVIISectionAGrp/PersonNm12Reed Mainquist
IRS990/Form990PartVIISectionAGrp/PersonNm13Jennifer Marcus
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt032500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt131500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt231500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt330500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt429500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt529500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6338623
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7193460
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8158911
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9103553
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10140926
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12110509
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13101307
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt7COO
IRS990/Form990PartVIISectionAGrp/TitleTxt8CAO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP of External Relations
IRS990/Form990PartVIISectionAGrp/TitleTxt11Organizational Dir, Health Care
IRS990/Form990PartVIISectionAGrp/TitleTxt12Controller
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt01051198
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt037232255
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt058439
IRS990/InsuranceGrp/ProgramServicesAmt0340525
IRS990/InsuranceGrp/TotalAmt0398964
IRS990/InterestGrp/ManagementAndGeneralAmt041706
IRS990/InterestGrp/ProgramServicesAmt02455191
IRS990/InterestGrp/TotalAmt02496897
IRS990/InvestmentIncomeGrp/ExclusionAmt010728
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010728
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03068823
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04184489
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt0140
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt039557554
IRS990/LandBldgEquipBasisNetGrp/BOYAmt048884356
IRS990/LandBldgEquipBasisNetGrp/EOYAmt048236503
IRS990/LandBldgEquipCostOrOtherBssAmt087794057
IRS990/LegalDomicileStateCd0AR
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0We engage our employees to help older adults attain exceptional lifestyles, while practicing responsible stewardship of our resources. Our five core values are: Caring, Respect, Collaboration, Innovation, and Stewardship.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt07817327
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt026607965
IRS990/NetAssetsOrFundBalancesBOYAmt0247145
IRS990/NetAssetsOrFundBalancesEOYAmt02865667
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0237145
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02855667
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt098877
IRS990/OccupancyGrp/ProgramServicesAmt02171134
IRS990/OccupancyGrp/TotalAmt02270011
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt089513
IRS990/OfficeExpensesGrp/ProgramServicesAmt0778908
IRS990/OfficeExpensesGrp/TotalAmt0868421
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02144196
IRS990/OtherAssetsTotalGrp/EOYAmt01968578
IRS990/OtherChangesInNetAssetsAmt0-356471
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0684431
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01518535
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02202966
IRS990/OtherExpensesGrp/Desc0Food Expense
IRS990/OtherExpensesGrp/Desc1Bad Debt Expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0114651
IRS990/OtherExpensesGrp/ProgramServicesAmt01635589
IRS990/OtherExpensesGrp/TotalAmt01635589
IRS990/OtherExpensesGrp/TotalAmt1114651
IRS990/OtherLiabilitiesGrp/BOYAmt02251533
IRS990/OtherLiabilitiesGrp/EOYAmt01987776
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Employee Retention Credit
IRS990/OtherRevenueMiscGrp/ExclusionAmt03496747
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03496747
IRS990/OtherRevenueTotalAmt03496747
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01544684
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011521421
IRS990/OtherSalariesAndWagesGrp/TotalAmt013066105
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0388106
IRS990/PayrollTaxesGrp/ProgramServicesAmt0809864
IRS990/PayrollTaxesGrp/TotalAmt01197970
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt032143
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0130455
IRS990/PensionPlanContributionsGrp/TotalAmt0162598
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0719321
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0766449
IRS990/PrincipalOfficerNm0James E Bettendorf
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0Resident Rent & Service Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt032367857
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt032367857
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03088352
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt027555
IRS990/PYOtherExpensesAmt014391637
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt029676571
IRS990/PYRevenuesLessExpensesAmt02793395
IRS990/PYSalariesCompEmpBnftPaidAmt015607446
IRS990/PYTotalExpensesAmt029999083
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt032792478
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02974993
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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt032600822
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09910997
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013566819
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01123958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03088352
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt037204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04249514
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010728
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt028275
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt041468
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027255
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt017926
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0125652
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036097569
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029676571
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028861053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt028784481
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt028106448
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0151526122
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010728
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028275
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt041468
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027255
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017926
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0125652
IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00090
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99910
IRS990ScheduleA/PublicSupportTotal509Amt0155775636
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037221527
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032764923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028898257

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$108$96.5$11.4$59.0$54.3$4.73
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.3$83.9$7.38$46.2$43.7$2.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.4$65.5$4.89$38.7$36.6$2.03
2022Detailed filing. Detailed filing data is available for this year.$73.3$70.4$2.87$37.2$34.3$2.97
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.6$65.4$0.25$32.8$30.0$2.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.2$61.9$2.73$28.9$28.7$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.2$60.0$2.84$34.0$27.4$6.56
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.5$68.8$9.30$35.1$27.7$7.39
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.8$91.7$16.9$33.0$33.6$0.65
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.8$96.5$16.7$31.9$36.1$4.10
2015Detailed filing. Detailed filing data is available for this year.$89.1$101$11.7$29.0$30.8$1.79
2014Detailed filing. Detailed filing data is available for this year.$88.7$97.7$8.93$30.0$28.3$1.67
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.4$96.8$11.4$30.7
2012Summary only. Only limited summary data is available for this year.$104$125$20.9$51.9$48.8$3.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$122$150$27.8$47.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$124$153$28.6$47.8
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $50M-$100M nonprofits