CHRISTIAN RETIREMENT HOMES INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTIAN RETIREMENT HOMES INC (EIN 47-6041813)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-14
- IRS object ID
- 202432279349303643
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-14T20:53:00-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 NORTHUP WAY SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476041813 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN RETIREMENT HOMES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 4024867515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6315 O STREET | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL CONNELL | PersonNm |
| Person Title | TREASURER & CFO | PersonTitleTxt |
| Phone | 4024867515 | PhoneNum |
| Signature | 2024-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT BENNION CPA | PreparerPersonNm |
| PTIN | P01469618 | PTIN |
| Phone | 4252506100 | PhoneNum |
| Preparation | 2024-08-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTMONT TOWERS COMMUNITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREW FISHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6315 O STREET | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,221,279 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EASTMONTTOWERS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE CARE ACROSS THE CONTINUUM IN A RETIREMENT COMMUNITY ENVIRONMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 338 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,643,717 | PYContributionsGrantsAmt |
| CY Contributions Grants | $346,307 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,980,436 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,411,802 | CYProgramServiceRevenueAmt |
| PY Investment Income | $106,704 | PYInvestmentIncomeAmt |
| CY Investment Income | $209,499 | CYInvestmentIncomeAmt |
| PY Other Revenue | $54,514 | PYOtherRevenueAmt |
| CY Other Revenue | $253,671 | CYOtherRevenueAmt |
| PY Total Revenue | $14,785,371 | PYTotalRevenueAmt |
| CY Total Revenue | $13,221,279 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,468 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,924 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,511,885 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,287,874 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,065,335 | PYOtherExpensesAmt |
| CY Other Expenses | $9,222,835 | CYOtherExpensesAmt |
| PY Total Expenses | $13,586,688 | PYTotalExpensesAmt |
| CY Total Expenses | $17,519,633 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,198,683 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,298,354 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,691,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,322,556 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $50,833,372 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $74,668,670 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,141,536 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$5,346,114 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EASTMONT TOWERS, A NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, PROVIDES COMPREHENSIVE SENIOR LIVING SERVICES WITH THE SECURITY OF EXCEPTIONAL HEALTH CARE WHILE GIVING CHARITABLE SERVICE TO OTHERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,842,431 | ExpenseAmt |
| Grant | $8,924 | GrantAmt |
| Revenue | $7,133,492 | RevenueAmt |
| Desc | EASTMONT IS A FULL CONTINUUM PROVIDER. RESIDENTS, WHO CHOOSE EASTMONT AS THEIR HOME, ENTER INTO A LIFE CARE AGREEMENT, WHICH PROVIDES ACCESS TO DIFFERENT LEVELS OF SERVICE ON ONE CAMPUS. THE JOURNEY BEGINS IN INDEPENDENT LIVING. THERE ARE 121 APARTMENTS OF VARIOUS SIZES AND DESIGN, WHICH ARE LOCATED IN THREE DIFFERENT BUILDINGS ON THE PROPERTY. THE APARTMENTS ARE KEPT UP TO DATE AND RENOVATED WITH QUALITY CONSTRUCTION. LIVING INDEPENDENTLY AT EASTMONT INCLUDES SERVICES SUCH AS A MEAL PLAN, TRANSPORTATION TO SHOPPING AND MEDICAL APPOINTMENTS, BI-WEEKLY HOUSEKEEPING, MAINTENANCE, AND A RICH PROGRAM AND EVENTS SCHEDULE. EASTMONT PROVIDES 24-HOUR EMERGENCY RESPONSE TO APARTMENTS AND RESIDENTS HAVE ACCESS MONDAY - FRIDAY TO A NURSE IN ONE OF TWO CLINICS ON CAMPUS. EASTMONT ALSO PROVIDES MANY OPPORTUNITIES FOR SPIRITUAL FULFILLMENT INCLUDING A CHAPLAIN WHO CONDUCTS SERVICES ON CAMPUS AND WILL ASSIST WITH SPIRITUAL NEEDS WHEN REQUESTED. THE HEALTH CARE TEAM WILL HELP RESIDENTS NAVIGATE DIFFERENT LEVELS OF CARE IF THEIR HEALTH NEEDS CHANGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,755,434 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,506,349 | RevenueAmt |
| Desc | EASTMONT ALSO PROVIDES A HEALTH CENTER, WHICH IS LICENSED FOR MEDICARE AND PROVIDES BOTH SHORT-TERM REHABILITATION IN 10 ROOMS AND LONG-TERM CARE IN 11 ROOMS. THEY ARE DESIGNATED AS SEMI-PRIVATE (CAN ACCOMMODATE TWO OCCUPANTS), BUT IN RESPONSE TO THE MARKET, EASTMONT OPERATES THEM AS PRIVATE ROOMS. THE HEALTH CENTER PROVIDES SKILLED NURSING, AND PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY IN AN INTERDISCIPLINARY ENVIRONMENT. ADDITIONALLY, SPIRITUAL GUIDANCE, SOCIAL WORK, CASE MANAGEMENT, AND CARE SERVICES ARE PROVIDED FOR THE OVERALL PSYCHOSOCIAL WELL-BEING OF THE PATIENTS. THE CARE CENTER IS GUIDED BY A MEDICAL DIRECTOR, LICENSED NURSING HOME ADMINISTRATOR, AND DIRECTOR OF NURSING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,540,224 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,310,593 | RevenueAmt |
| Desc | THE NEXT LEVEL OF CARE AT EASTMONT IS ASSISTED LIVING FOR THOSE INDIVIDUALS WHO MAY NEED ASSISTANCE WITH ACTIVITIES OF DAILY LIVING. THE SEASONS IS LICENSED AS ASSISTED LIVING AND IS LOCATED ON THE EASTMONT CAMPUS. THE SEASONS PROVIDES 41 ONE-BEDROOM APARTMENTS AND USES AN ACTIVITY-DRIVEN SOCIAL MODEL WITH AN EMPHASIS ON FELLOWSHIP, ENRICHMENT, AND EDUCATIONAL OPPORTUNITIES. RESIDENTS HAVE ACCESS TO LICENSED PROFESSIONAL NURSING STAFF ON CAMPUS 24 HOURS PER DAY. INDIVIDUALS HAVE TAILORED PROGRAMS THAT CAN INCLUDE ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, MEDICATION MANAGEMENT, HEALTH MAINTENANCE ACTIVITIES, TRANSFERS OR AMBULATION, OXYGEN, AND ADDITIONAL COMPANION OR HOME HEALTH NEEDS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $507,219 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $461,368 | RevenueAmt |
| Desc | THE MONARCH IS A FREE-STANDING SIX-BED FACILITY, LICENSED AS ASSISTED LIVING, DEDICATED TO ENHANCE THE CONTINUITY AND QUALITY OF HOSPICE CARE DELIVERED TO TERMINALLY ILL PEOPLE IN THE COMMUNITY. THE MONARCH PROVIDES A BEAUTIFUL HOME-LIKE ENVIRONMENT WITH SPACE FOR FAMILY AND FRIENDS TO GATHER. TRAINED STAFF PARTNER WITH ALL AREA HOSPICE AGENCIES TO PROVIDE COMFORT/PALLIATIVE CARE TO RESIDENTS AND THEIR FAMILIES. RESIDENTS MUST BE ESTABLISHED WITH A HOSPICE CARE PROVIDER AND NEED PARTIAL OR TOTAL ASSISTANCE WITH THE ACTIVITIES OF DAILY LIVING. MEDICAL SUPERVISION IS ARRANGED FOR BY THE RESIDENT, FAMILY, OR OTHER PERSONS BEFORE ADMISSION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $507,219 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $461,368 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,645,308 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 338 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACOB ANDERSON | PersonNm |
| Phone | 4255596301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1980 112TH AVENUE 210 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TORSTEN HIRCHE | ||||||||
| PRESIDENT & CEO | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $944,982 | $27,682 | |
| MICHAEL CONNELL | ||||||||
| TREASURER & CFO | 1.00 | 39.00 | Yes (X) | $0 | $531,886 | $20,998 | ||
| ANDREW FISHER MHA NHA | ||||||||
| EXECUTIVE DIRECTOR | 30.00 | 10.00 | $182,655 | $0 | $24,407 | Yes (X) | ||
| MICHELLE LUKE | ||||||||
| SECRETARY | 1.00 | 39.00 | Yes (X) | $0 | $100,349 | $5,100 | ||
| SCOTT LUMSDEN | ||||||||
| CHAIR & DIRECTOR | 0.10 | 1.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY WAGNER | ||||||||
| VICE CHAIR & CHAIR | 0.10 | 1.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JESSE BOND | ||||||||
| DIRECTOR & VICE CHAIR | 0.10 | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| BARB BENNETT | ||||||||
| DIRECTOR | 0.10 | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| CATHY DANIGELIS | ||||||||
| DIRECTOR | 0.10 | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| JOHN IWANSKI | ||||||||
| DIRECTOR (THROUGH OCTOBER 2022) | 0.10 | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| JIM MELHORN | ||||||||
| DIRECTOR | 0.10 | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| KARIN MILLER | ||||||||
| DIRECTOR | 0.10 | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| LISA NELSON | ||||||||
| DIRECTOR | 0.10 | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| GREG RUSSELL | ||||||||
| DIRECTOR | 0.10 | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $182,655 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,577,217 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $78,187 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAMPSON CONSTRUCTION CO INC | |||||
| 5825 S 14TH STREET | LINCOLN | NE | 68512 | CONSTRUCTION | $18,328,126 |
| UNDERFOOT INC | |||||
| PO BOX 5821 | LINCOLN | NE | 68505 | FLOORING | $179,602 |
| VISION MECHANICAL LLC | |||||
| 4220 LOWELL CIRCLE | LINCOLN | NE | 68502 | PLUMBING | $128,251 |
| ATHEY PAINTING INC | |||||
| 9400 YANKEE HILL ROAD | LINCOLN | NE | 68526 | PAINTING | $109,207 |
| OBERG DRYWALL INC | |||||
| 3987 E APPLE ROAD | CORTLAND | NE | 68331 | CONSTRUCTION | $108,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $346,307 | RelatedOrganizationsAmt |
| Total Contributions | $346,307 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL SERVICES | 623000 | $7,133,492 | $7,133,492 |
| NURSING CARE REVENUE | 623000 | $2,506,349 | $2,506,349 |
| ASSISTED LIVING SERVICES | 623000 | $2,310,593 | $2,310,593 |
| MONARCH HOSPICE SERVICES | 623000 | $461,368 | $461,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,411,802 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $174,249 | TotalRevenueColumnAmt |
| Exclusion | $174,249 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,250 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,250 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,250 | TotalRevenueColumnAmt |
| Exclusion | $35,250 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 623000 | $129,560 | $129,560 |
| ANCILLARY RESIDENT SERVICES | 623000 | $124,111 | $124,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $253,671 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,221,279 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,411,802 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $463,170 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,924 | TotalAmt |
| Program Services | $8,924 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,720,158 | TotalAmt |
| Program Services | $5,916,265 | ProgramServicesAmt |
| Management And General | $803,893 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,855 | TotalAmt |
| Program Services | $95,810 | ProgramServicesAmt |
| Management And General | $17,045 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $996,166 | TotalAmt |
| Program Services | $816,474 | ProgramServicesAmt |
| Management And General | $179,692 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,695 | TotalAmt |
| Program Services | $418,512 | ProgramServicesAmt |
| Management And General | $40,183 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,032,565 | TotalAmt |
| Management And General | $1,032,565 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,773 | TotalAmt |
| Management And General | $4,773 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,575 | TotalAmt |
| Management And General | $54,575 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,800 | TotalAmt |
| Management And General | $19,800 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,097 | TotalAmt |
| Program Services | $212,072 | ProgramServicesAmt |
| Management And General | $119,025 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,501 | TotalAmt |
| Program Services | $1,763 | ProgramServicesAmt |
| Management And General | $350,738 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,197 | TotalAmt |
| Program Services | $31,692 | ProgramServicesAmt |
| Management And General | $79,505 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,000 | TotalAmt |
| Program Services | $4,011 | ProgramServicesAmt |
| Management And General | $171,989 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,130,269 | TotalAmt |
| Program Services | $580,990 | ProgramServicesAmt |
| Management And General | $549,279 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,243 | TotalAmt |
| Program Services | $1,980 | ProgramServicesAmt |
| Management And General | $5,263 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,309 | TotalAmt |
| Program Services | $7,914 | ProgramServicesAmt |
| Management And General | $29,395 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,772,690 | TotalAmt |
| Program Services | $1,772,690 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,535,699 | TotalAmt |
| Program Services | $2,535,699 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,985 | TotalAmt |
| Management And General | $253,985 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $625,603 | $625,603 | |
| EQUIPMENT | $358,109 | $275,033 | $83,076 |
| RESIDENT SUPPLIES | $240,961 | $239,262 | $1,699 |
| MISCELLANEOUS EXPENSES | $87,516 | $34,228 | $53,288 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,943 | TotalAmt |
| Program Services | $66,386 | ProgramServicesAmt |
| Management And General | $24,557 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,519,633 | TotalAmt |
| Program Services | $13,645,308 | ProgramServicesAmt |
| Management And General | $3,874,325 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,059,413 | BOYAmt |
| EOY | $2,100,156 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,257,578 | BOYAmt |
| EOY | $5,195,788 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771,514 | BOYAmt |
| EOY | $404,206 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,606 | BOYAmt |
| EOY | $41,791 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,394 | BOYAmt |
| EOY | $83,140 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $80,825,376 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,832,289 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,275,050 | BOYAmt |
| EOY | $54,993,087 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,219,215 | BOYAmt |
| EOY | $6,496,830 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66 | BOYAmt |
| EOY | $7,558 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,691,836 | BOYAmt |
| EOY | $69,322,556 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,558,398 | BOYAmt |
| EOY | $3,167,291 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,458,181 | BOYAmt |
| EOY | $6,661,322 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,016,491 | BOYAmt |
| EOY | $39,337,798 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,209,092 | BOYAmt |
| EOY | $93,773 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,184,000 | BOYAmt |
| EOY | $4,084,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,407,210 | BOYAmt |
| EOY | $21,324,486 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,833,372 | BOYAmt |
| EOY | $74,668,670 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,421,253 | BOYAmt |
| EOY | -$5,663,633 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,717 | BOYAmt |
| EOY | $317,519 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,141,536 | BOYAmt |
| EOY | -$5,346,114 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,691,836 | BOYAmt |
| EOY | $69,322,556 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,298,354 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $55,974 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $37,802 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,529,341 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,643,717 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $346,307 | CurrentTaxYearAmt |
| Total | $5,747,959 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,463,971 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,302,571 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,092,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,980,436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,411,802 | CurrentTaxYearAmt |
| Total | $57,251,685 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,111 | CurrentTaxYearAmt |
| Total | $390,776 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,698,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,424,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,706,976 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,678,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,882,220 | CurrentTaxYearAmt |
| Total | $63,390,420 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $441,187 | CurrentTaxYearMinus1YearAmt |
| Total | $669,781 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $441,187 | CurrentTaxYearMinus1YearAmt |
| Total | $669,781 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $62,720,639 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,249 | CurrentTaxYearAmt |
| Total | $341,840 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,249 | CurrentTaxYearAmt |
| Total | $341,840 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,563 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $129,560 | CurrentTaxYearAmt |
| Total | $236,797 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,769,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,467,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,805,092 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,741,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,186,029 | CurrentTaxYearAmt |
| Total | $63,969,057 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98050 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98170 | PublicSupportPY509Pct |
| Investment Income CY | 0.00530 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00330 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $378,264 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $33,528 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,424 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,197 | AdministrativeExpensesAmt |
| End Year Balance | $394,170 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $471,318 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$69,085 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,091 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,878 | AdministrativeExpensesAmt |
| End Year Balance | $378,264 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $411,273 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $68,810 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,089 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,676 | AdministrativeExpensesAmt |
| End Year Balance | $471,318 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $882,178 | OtherCostOrOtherBasisAmt |
| Book Value | $882,178 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,513,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,183,894 | DepreciationAmt |
| Book Value | $42,329,394 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,608,053 | OtherCostOrOtherBasisAmt |
| Depreciation | $249,622 | DepreciationAmt |
| Book Value | $1,358,431 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,090,848 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,398,773 | DepreciationAmt |
| Book Value | $7,692,075 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,731,009 | OtherCostOrOtherBasisAmt |
| Book Value | $2,731,009 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $54,993,087 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSIT ON ENTRANCE FEE | $12,961,200 |
| DUE TO RELATED ORGANIZATIONS | $8,363,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,324,486 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | EASTMONT TOWERS COMMUNITY HOLDS SECURITY DEPOSITS ON RENTALS/LEASES. THE MONEY IS HELD IN THE ORGANIZATION'S BANK ACCOUNT. SECURITY DEPOSITS ARE RETURNED WHEN THE TENANT VACATES THE PROPERTY AND THE PROPERTY PASSES AN INSPECTION. |
| PART V, LINE 4: | THE WHEELER MEMORIAL FUND IS AN ENDOWMENT ESTABLISHED BY A FORMER RESIDENT AND IS USED TO SUPPORT THE EASTMONT FOUNDATION. |
| PART X, LINE 2: | CHRISTIAN RETIREMENT HOMES IS ORGANIZED AS A NEBRASKA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). CHRISTIAN RETIREMENT HOMES IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, CHRISTIAN RETIREMENT HOMES IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. CHRISTIAN RETIREMENT HOMES BELIEVES IT HAS 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. CHRISTIAN RETIREMENT HOMES 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTMONT TOWERS FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6315 O STREET | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 911767080 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $8,924 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CHRISTIAN RETIREMENT HOMES MAKES GRANTS TO RELATED ORGANIZATIONS. PROPER USE OF TRANSFERRED FUNDS IS ENSURED THROUGH COMMON EXECUTIVE OVERSIGHT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TORSTEN HIRCHE | ||||||||||||||
| PRESIDENT & CEO | $0 | $746,157 | $0 | $198,825 | $0 | $0 | $0 | $12,000 | $0 | $15,682 | $0 | $972,664 | $0 | $0 |
| MICHAEL CONNELL | ||||||||||||||
| TREASURER & CFO | $0 | $531,886 | $0 | $0 | $0 | $0 | $0 | $12,000 | $0 | $8,998 | $0 | $552,884 | $0 | $0 |
| ANDREW FISHER MHA NHA | ||||||||||||||
| EXECUTIVE DIRECTOR | $153,733 | $0 | $28,922 | $0 | $0 | $0 | $7,939 | $0 | $16,468 | $0 | $207,062 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING WERE USED BY TRANSFORMING AGE, THE SOLE MEMBER, IN DETERMINING THE PRESIDENT & CEO'S COMPENSATION: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. WRITTEN EMPLOYMENT CONTRACT 4. COMPENSATION SURVEY OR STUDY 5. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| THE COUNTY OF LANCASTER NEBRASKA | |||||||
| A | 476006482 | 2020-09-30 | $11,022,000 | REFUND SERIES 2011 BONDS AND FACILITY CONSTRUCTION | 0 | 0 | 0 |
| THE COUNTY OF LANCASTER NEBRASKA | |||||||
| B | 476006482 | 2021-02-26 | $38,000,000 | FACILITY CONSTRUCTION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $692,000 | $11,022,000 | $398,618 | $10,623,382 | 2023 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | ||
| B | $7,136,000 | $38,000,000 | $727,228 | $250,001 | 2023 | 0 | 0 | 0 | 0 | $33,636,170 | $3,386,601 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | ALL MANAGEMENT FUNCTIONS ARE PROVIDED BY EMPLOYEES OF PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED IN OCTOBER 2022 TO CHANGE THE SOLE MEMBER FROM PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST TO TRANSFORMING AGE, A WASHINGTON NONPROFIT CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | TRANSFORMING AGE, A WASHINGTON NONPROFIT CORPORATION, IS THE SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | IF NOT ALREADY SERVING ON THE BOARD OF DIRECTORS, THE CHAIR AND THE VICE-CHAIR OF TRANSFORMING AGE'S BOARD OF DIRECTORS ARE EX-OFFICIO VOTING MEMBERS OF THE BOARD OF DIRECTORS. TRANSFORMING AGE'S SECRETARY AND TREASURER ARE ALSO THE SECRETARY AND TREASURER, RESPECTIVELY, OF THIS ORGANIZATION. TRANSFORMING AGE HAS THE POWER TO REMOVE AND REPLACE ANY MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | TRANSFORMING AGE, AS THE SOLE MEMBER, HAS THE RIGHT TO (A) AMEND THE ARTICLES OF INCORPORATION AND BYLAWS; (B) ADOPT A PLAN OF MERGER OR CONSOLIDATION; (C) AUTHORIZE THE SALE, LEASE OR EXCHANGE OF SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS IF NOT IN THE ORDINARY COURSE OF BUSINESS; (D) AUTHORIZE THE ORGANIZATION'S VOLUNTARY DISSOLUTION OR REVOKE THE PROCEEDINGS THEREOF; (E) CONVERT THE ORGANIZATION INTO A FOR-PROFIT CORPORATION; AND (F) ADOPT A PLAN FOR THE DISTRIBUTION OF THE ORGANIZATION'S ASSETS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED BY THE CONTROLLER AND THE CFO. IT WAS THEN PROVIDED TO THE BOARD FOR REVIEW BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS, OFFICERS AND EMPLOYEES. ANNUALLY, A CONFLICT OF INTEREST FORM IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND OFFICERS. THE PRESIDENT & CEO REVIEWS THE COMPLETED FORMS AND IDENTIFIES WHETHER ANY CONFLICTS EXIST. ANY ACTUAL OR PERCEIVED CONFLICT OF INTEREST OF ANY GOVERNING BOARD MEMBER OR OFFICER IS DISCLOSED TO THE OTHER BOARD MEMBERS OR HIGHEST LEVEL OF MANAGEMENT (PRESIDENT & CEO) AND MADE A MATTER OF RECORD AT THE SOONEST POSSIBLE TIME. ANY GOVERNING BOARD MEMBER HAVING A POSSIBLE CONFLICT OF INTEREST MAY NOT VOTE OR USE PERSONAL INFLUENCE ON THE MATTER, AND IS NOT COUNTED IN DETERMINING THE QUORUM FOR THE MEETING, EVEN WHERE PERMITTED BY LAW. THE MINUTES OF THE MEETING REFLECT THAT DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD USES AN INDEPENDENT COMPENSATION CONSULTANT AND COMPENSATION SURVEY TO ANNUALLY DETERMINE THE CEO'S COMPENSATION. THE CEO IS RESPONSIBLE FOR CONDUCTING THE REVIEW OF OTHER OFFICERS' COMPENSATION. COMPENSATION WAS LAST REVIEWED IN 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A: | THE OFFICERS THAT HAVE COMPENSATION PRESENTED IN PART VII, SECTION A OF THE FORM 990 PROVIDE EXECUTIVE MANAGEMENT SUPPORT AND OVERALL GUIDANCE TO TRANSFORMING AGE AND ITS RELATED AND SUPPORTED AFFILIATES. THE ENTIRE TRANSFORMING AGE SYSTEM SERVES APPROXIMATELY 14,000 PEOPLE IN SENIOR AND AFFORDABLE HOUSING AND COMMUNITY-BASED SERVICES, EMPLOYS 2,100 EMPLOYEES, GENERATES $155 MILLION IN TOTAL ANNUAL REVENUE AND HAS $718 MILLION IN TOTAL ASSETS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN TRUST 15,905. CHANGE IN BENEFICIAL INTEREST IN FOUNDATION 21,897. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DOWNTOWN ACTION TO SAVE HOUSING | |||||||||||
| 11018 NE 11TH STREET | BELLEVUE | WA | 98004 | 943155152 | HOUSING | WA | 501(C)(3) | LINE 7 | TRANSFORMING AGE | 0 | |
| EASTMONT TOWERS FOUNDATION | |||||||||||
| 6315 O STREET | LINCOLN | NE | 68510 | 911767080 | BENEFIT RESIDENTS AND EMPLOYEES OF CHRISTIAN RETIREMENT HOMES | NE | 501(C)(3) | LINE 10 | TRANSFORMING AGE | 0 | |
| FRED LIND MANOR | |||||||||||
| 1980 112TH AVENUE SUITE 210 | BELLEVUE | WA | 98004 | 910579225 | PROVIDE SENIOR SERVICES | WA | 501(C)(3) | LINE 10 | TRANSFORMING AGE | 0 | |
| FULL LIFE CARE | |||||||||||
| 1980 112TH AVENUE SUITE 210 | BELLEVUE | WA | 98004 | 911095588 | SERVICES FOR THE ELDERLY | WA | 501(C)(3) | LINE 7 | TRANSFORMING AGE | 0 | |
| GERMAN RETIREMENT HOME OF THE STATE OF WASHINGTON | |||||||||||
| 11853 97TH AVENUE NE | KIRKLAND | WA | 98034 | 910630507 | SENIOR LIVING | WA | 501(C)(3) | LINE 7 | TRANSFORMING AGE | 0 | |
| NORSE HOME | |||||||||||
| 5311 PHINNEY AVENUE N | SEATTLE | WA | 98103 | 910667588 | ASSISTED LIVING | WA | 501(C)(3) | LINE 10 | TRANSFORMING AGE | 0 | |
| PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST | |||||||||||
| 1980 112TH AVENUE SUITE 210 | BELLEVUE | WA | 98004 | 910666887 | PROVIDE CARE FOR SENIORS | WA | 501(C)(3) | LINE 10 | TRANSFORMING AGE | 0 | |
| PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST FOUNDATION | |||||||||||
| 1980 112TH AVENUE SUITE 210 | BELLEVUE | WA | 98004 | 911586491 | BENEFIT RESIDENTS AND EMPLOYEES OF PRESBYTERIAN RETIREMENT COMMUNITIES NW | WA | 501(C)(3) | LINE 12A, I | TRANSFORMING AGE | 0 | |
| SENIOR HOUSING ASSISTANCE GROUP | |||||||||||
| 14400 TUKWILA INTL BLVD SUITE 100 | TUKWILA | WA | 98168 | 943063455 | SENIOR LIVING | WA | 501(C)(3) | LINE 10 | TRANSFORMING AGE | 0 | |
| SHAG COMMUNITY LIFE FOUNDATION | |||||||||||
| 14400 TUKWILA INTL BLVD SUITE 100 | TUKWILA | WA | 98168 | 460779043 | AFFORDABLE SENIOR LIVING | WA | 501(C)(3) | LINE 10 | TRANSFORMING AGE | 0 | |
| TRANSFORMING AGE | |||||||||||
| 1980 112TH AVENUE SUITE 210 | BELLEVUE | WA | 98004 | 320672552 | MANAGEMENT SERVICES | WA | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| VASHON ISLAND COMMUNITY CARE | |||||||||||
| 1980 112TH AVENUE SUITE 210 | BELLEVUE | WA | 98004 | 911703092 | SENIOR LIVING | WA | 501(C)(3) | LINE 10 | PRESBYTERIAN RETIREMENT COMMUNITIES NW | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| TRANSFORMING AGE VENTURES INC | |||||||||
| 715 NINTH AVENUE SUITE 400 | SEATTLE | WA | 98104 | 471755666 | FOR-PROFIT VENTURES AND ACTIVITIES | WA | N/A | C | 0 |
| SENIOR HOUSING ASSISTANCE CORPORATION | |||||||||
| 1980 112TH AVENUE NE SUITE 210 | BELLEVUE | WA | 98004 | 911923742 | LOW-INCOME HOUSING | WA | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments