Civic Intelligence

Clara Baldwin Stocker Home for Women

990 • Fiscal year 2015 • EIN 95-1268400

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

Organization ProfileN/A
527 South Valinda AveWest Covina, CA 91790

(626) 962-7151

Siviq Scores

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

Liabilities / Assets

65th percentile

0.25x

Higher debt load relative to assets than 65% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

48th percentile

0.10x

Higher debt load relative to revenue than 48% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

62nd percentile

7.2%

Higher net margin than 62% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

68th percentile

$98,168

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

73rd percentile

10%

Faster asset growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

49th percentile

3.0%

Faster revenue growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$1,443,389

Up $132,366 (+10%) from 2014

Net Assets

Up

$1,081,046

Up $271,664 (+34%) from 2014

Liabilities

Down

$362,343

Down $139,298 (-28%) from 2014

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin62nd percentile

Revenue

Up

$3,754,725

Up $109,194 (+3.0%) from 2014

Expenses

Up

$3,483,061

Up $138,040 (+4.1%) from 2014

Net Income

Down

$271,664

Down $28,846 (-9.6%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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: $1,298,018Liabilities 2011: $68,825Net Assets 2011: $1,229,1932011Assets 2012: $953,295Liabilities 2012: $52,350Net Assets 2012: $900,9452012Assets 2013: $903,725Liabilities 2013: $149,797Net Assets 2013: $753,9282013Assets 2014: $1,311,023Liabilities 2014: $501,641Net Assets 2014: $809,3822014Assets 2015: $1,443,389Liabilities 2015: $362,343Net Assets 2015: $1,081,0462015Assets 2016: $1,621,475Liabilities 2016: $242,488Net Assets 2016: $1,378,9872016Assets 2017: $1,753,644Liabilities 2017: $281,401Net Assets 2017: $1,472,2432017Assets 2018: $1,433,799Liabilities 2018: $262,002Net Assets 2018: $1,171,7972018Assets 2019: $1,565,879Liabilities 2019: $688,259Net Assets 2019: $877,6202019Assets 2020: $1,409,813Liabilities 2020: $1,084,007Net Assets 2020: $325,8062020Assets 2021: $2,892,907Liabilities 2021: $1,786,950Net Assets 2021: $1,105,9572021Assets 2023: $3,428,282Liabilities 2023: $2,058,406Net Assets 2023: $1,369,8762023

Highlighted filing

2015

Assets$1,443,389
Liabilities$362,343
Net Assets$1,081,046
Open 2015 Filing

Operations Trend

Revenue Growth49th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,408,3892011Revenue 2012: $2,813,130Expenses 2012: $3,141,378Net Income 2012: -$328,2482012Revenue 2013: $3,118,068Expenses 2013: $3,265,086Net Income 2013: -$147,0182013Revenue 2014: $3,645,531Expenses 2014: $3,345,021Net Income 2014: $300,5102014Revenue 2015: $3,754,725Expenses 2015: $3,483,061Net Income 2015: $271,6642015Revenue 2016: $4,198,250Expenses 2016: $3,900,309Net Income 2016: $297,9412016Revenue 2017: $3,843,706Expenses 2017: $3,750,450Net Income 2017: $93,2562017Revenue 2018: $3,574,743Expenses 2018: $3,875,189Net Income 2018: -$300,4462018Revenue 2019: $4,509,087Expenses 2019: $4,803,264Net Income 2019: -$294,1772019Revenue 2020: $4,110,110Expenses 2020: $4,661,924Net Income 2020: -$551,8142020Revenue 2021: $4,745,728Expenses 2021: $3,805,577Net Income 2021: $940,1512021Revenue 2023: $5,694,527Expenses 2023: $6,397,995Net Income 2023: -$703,4682023

Highlighted filing

2015

Revenue$3,754,725
Expenses$3,483,061
Net Income$271,664
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$3,754,725
Mission and Program Overview

Mission

During the fiscal year the organization operated a 48-bed, full service nursing home with rehabilitation services including physical, occupational, and speech therapy.

During the fiscal year the organization operated 48 bed full service nursing home with rehabilitation services including physical, occupational, and speech therapy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$573,814$609,545▲ $35,731
Land, Buildings, and Equipment, Net$459,312$427,637▼ $31,675
Savings and Temporary Cash Investments$123,097$218,538▲ $95,441
Cash and Non-Interest-Bearing Accounts$103,345$111,165▲ $7,820
Prepaid Expenses and Deferred Charges$51,455$76,504▲ $25,049
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,311,023$1,443,389▲ $132,366
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$325,736$283,797▼ $41,939
Mortgage Notes Payable Secured by Investment Property$175,905$78,546▼ $97,359
Total Liabilities$501,641$362,343▼ $139,298
Net Assets / Fund Balance
Unrestricted Net Assets$809,382$1,081,046▲ $271,664
Total Net Assets Fund Balance$809,382$1,081,046▲ $271,664
Total Liabilities and Net Assets / Fund Balance$1,311,023$1,443,389▲ $132,366

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$258,247$1,036,290$1,294,537
Other Land Buildings$44,806$126,419$171,225
Equipment$17,516$134,287$151,803
Land$107,068-$107,068
Leasehold Improvements-$81,934$81,934
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ann KoeckritzTrusteeFT$98,168$98,168
Laura QuallsAdministratorFT$73,107$73,107
Barbara GieseTrustee-$3,000$3,000
Bette MullenderTrustee-$2,250$2,250
Alfred GieseTrustee-$1,500$1,500
Donald B CaffrayTrustee-$500$500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,626,855
Investment Income
$910
Other Revenue
$126,960
Change in Net Assets
$271,664

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,754,725
Total Revenue per Audited Statements
$3,754,725
Total Revenue per Form 990
$3,754,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,981,422
Other Expenses$1,501,639
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,492,564--$1,492,564
Fees for Services Other$8,500$250,488-$258,988
Other Employee Benefits-$193,782-$193,782
Current Officers, Directors, Trustees, and Key Employees-$178,525-$178,525
All Other Expenses$103,045$66,456-$169,501
Insurance-$123,858-$123,858
Payroll Taxes$104,100$12,451-$116,551
Other Expenses$93,388--$93,388
Fees for Services Accounting-$55,465-$55,465
Depreciation Depletion$23,752$7,923-$31,675
Office Expenses-$15,860-$15,860
Interest-$11,061-$11,061
Total Functional Expenses$2,567,192$915,869$0$3,483,061

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,483,061
Total Expenses per Audited Statements$3,483,061
Total Expenses per Form 990$3,483,061
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“The trustees Alfred and Barbara Giese are husband and wife.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Attorney for the trust reviews and approves the Form 990 before it is filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available at the organization's office upon request.”

Filing and Contact Details

Filer

Filer Name
Clara Baldwin Stocker Home
EIN
95-1268400
Phone
6269627151
Address
527 SOUTH VALINDA AVE, WEST COVINA, CA 91790

Signing Officer

Name
laura qualls
Title
Administrator
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
68
Volunteers
5

Preparer

Firm
Onisko & Scholz Llp
Address
5000 E SPRING ST STE 200, LONG BEACH, CA 90815-5215
Preparer
Paul P Scholz CPA
Phone
5624203100
Raw XML AppendixShowing 400 of 433 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0325736
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0283797
IRS990/AccountsReceivableGrp/BOYAmt0573814
IRS990/AccountsReceivableGrp/EOYAmt0609545
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0DURING THE FISCAL YEAR THE ORGANIZATION OPERATED 48 BED FULL SERVICE NURSING HOME WITH REHABILITATION SERVICES INCLUDING PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt066456
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0103045
IRS990/AllOtherExpensesGrp/TotalAmt0169501
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0laura qualls
IRS990/BooksInCareOfDetail/PhoneNum06269627151
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0527 SOUTH VALENDIA AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST COVINA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091790
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0103345
IRS990/CashNonInterestBearingGrp/EOYAmt0111165
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0178525
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0178525
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0910
IRS990/CYOtherExpensesAmt01501639
IRS990/CYOtherRevenueAmt0126960
IRS990/CYProgramServiceRevenueAmt03626855
IRS990/CYRevenuesLessExpensesAmt0271664
IRS990/CYSalariesCompEmpBnftPaidAmt01981422
IRS990/CYTotalExpensesAmt03483061
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03754725
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt07923
IRS990/DepreciationDepletionGrp/ProgramServicesAmt023752
IRS990/DepreciationDepletionGrp/TotalAmt031675
IRS990/Desc0DURING THE FISCAL YEAR THE ORGANIZATION OPERATED 48 BED CONVALESCENT HOME FOR ELDERLY PEOPLE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt068
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt02567192
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt055465
IRS990/FeesForServicesAccountingGrp/TotalAmt055465
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0250488
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt08500
IRS990/FeesForServicesOtherGrp/TotalAmt0258988
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DONALD B CAFFRAY
IRS990/Form990PartVIISectionAGrp/PersonNm1BARBARA GIESE
IRS990/Form990PartVIISectionAGrp/PersonNm2BETTE MULLENDER
IRS990/Form990PartVIISectionAGrp/PersonNm3ANN KOECKRITZ
IRS990/Form990PartVIISectionAGrp/PersonNm4ALFRED GIESE
IRS990/Form990PartVIISectionAGrp/PersonNm5LAURA QUALLS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt398168
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt41500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt573107
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03754725
IRS990/GrossRentsGrp/RealAmt0126960
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0123858
IRS990/InsuranceGrp/TotalAmt0123858
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt011061
IRS990/InterestGrp/TotalAmt011061
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0910
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0910
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01378930
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0459312
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0427637
IRS990/LandBldgEquipCostOrOtherBssAmt01806567
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0DURING THE FISCAL YEAR THE ORGANIZATION OPERATED 48 BED FULL SERVICE NURSING HOME WITH REHABILITATION SERVICES INCLUDING PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0175905
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt078546
IRS990/NetAssetsOrFundBalancesBOYAmt0809382
IRS990/NetAssetsOrFundBalancesEOYAmt01081046
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0126960
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0126960
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015860
IRS990/OfficeExpensesGrp/TotalAmt015860
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0193782
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0193782
IRS990/OtherExpensesGrp/Desc0MEDICAL SERVICE & SUPPLIES
IRS990/OtherExpensesGrp/Desc1Utilities
IRS990/OtherExpensesGrp/Desc2Bad debt
IRS990/OtherExpensesGrp/Desc3NUTRITION
IRS990/OtherExpensesGrp/ProgramServicesAmt0535556
IRS990/OtherExpensesGrp/ProgramServicesAmt1104653
IRS990/OtherExpensesGrp/ProgramServicesAmt2101634
IRS990/OtherExpensesGrp/ProgramServicesAmt393388
IRS990/OtherExpensesGrp/TotalAmt0535556
IRS990/OtherExpensesGrp/TotalAmt1104653
IRS990/OtherExpensesGrp/TotalAmt2101634
IRS990/OtherExpensesGrp/TotalAmt393388
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01492564
IRS990/OtherSalariesAndWagesGrp/TotalAmt01492564
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012451
IRS990/PayrollTaxesGrp/ProgramServicesAmt0104100
IRS990/PayrollTaxesGrp/TotalAmt0116551
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt051455
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt076504
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0SKILLED NURSING FACILITY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03626855
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03626855
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0178
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01404702
IRS990/PYOtherRevenueAmt0121440
IRS990/PYProgramServiceRevenueAmt03523913
IRS990/PYRevenuesLessExpensesAmt0300510
IRS990/PYSalariesCompEmpBnftPaidAmt01940319
IRS990/PYTotalExpensesAmt03345021
IRS990/PYTotalRevenueAmt03645531
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0271664
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0126960
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03626855
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0123097
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0218538
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0127870
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0121618
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0107008
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0124200
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0105800
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0586496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03626855
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03523913
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03075523
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02686227
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03625912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt016538430
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0127870
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0121618
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0107008
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0124200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0105800
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0586496
IRS990ScheduleA/InvestmentIncomeCYPct00.03420
IRS990ScheduleA/InvestmentIncomePYPct00.03540
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96580
IRS990ScheduleA/PublicSupportPY509Pct00.96460
IRS990ScheduleA/PublicSupportTotal509Amt016538430
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03626855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03523913
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03075523
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02686227
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03625912
IRS990ScheduleA/Total509Grp/TotalAmt016538430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03754725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03645531
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03182531
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02810427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03731712
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt017124926
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0258247
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01036290
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01294537
IRS990ScheduleD/EquipmentGrp/BookValueAmt017516
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0134287
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0151803
IRS990ScheduleD/ExpensesSubtotalAmt03483061
IRS990ScheduleD/LandGrp/BookValueAmt0107068
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0107068
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt081934
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt081934
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt044806
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0126419
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0171225
IRS990ScheduleD/RevenueSubtotalAmt03754725
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0427637
IRS990ScheduleD/TotalExpensesPerForm990Amt03483061
IRS990ScheduleD/TotalRevenuePerForm990Amt03754725
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03754725
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03483061
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The trustees Alfred and Barbara Giese are husband and wife.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Attorney for the trust reviews and approves the Form 990 before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents are available at the organization's office upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01311023
IRS990/TotalAssetsEOYAmt01443389
IRS990/TotalAssetsGrp/BOYAmt01311023
IRS990/TotalAssetsGrp/EOYAmt01443389
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt068
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0915869
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02567192
IRS990/TotalFunctionalExpensesGrp/TotalAmt03483061
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0501641
IRS990/TotalLiabilitiesEOYAmt0362343
IRS990/TotalLiabilitiesGrp/BOYAmt0501641
IRS990/TotalLiabilitiesGrp/EOYAmt0362343
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0809382
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01081046
IRS990/TotalProgramServiceExpensesAmt02567192
IRS990/TotalProgramServiceRevenueAmt03626855
IRS990/TotalReportableCompFromOrgAmt0178525
IRS990/TotalRevenueGrp/ExclusionAmt0127870
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03626855
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03754725
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01311023
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01443389
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,443,389
Liabilities
$362,343
Net assets
$1,081,046
Revenue
$3,754,725
Expenses
$3,483,061
Net income
$271,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.43$2.06$1.37$5.69$6.40$0.70
2021Detailed filing. Detailed filing data is available for this year.$2.89$1.79$1.11$4.75$3.81$0.94
2020Detailed filing. Detailed filing data is available for this year.$1.41$1.08$0.33$4.11$4.66$0.55
2019Detailed filing. Detailed filing data is available for this year.$1.57$0.69$0.88$4.51$4.80$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.26$1.17$3.57$3.88$0.30
2017Detailed filing. Detailed filing data is available for this year.$1.75$0.28$1.47$3.84$3.75$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.24$1.38$4.20$3.90$0.30
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.36$1.08$3.75$3.48$0.27
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.50$0.81$3.65$3.35$0.30
2013Summary only. Only limited summary data is available for this year.$0.90$0.15$0.75$3.12$3.27$0.15
2012Summary only. Only limited summary data is available for this year.$0.95$0.05$0.90$2.81$3.14$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.07$1.23$3.41