WESTWARD HEIGHTS CORP: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WESTWARD HEIGHTS CORP (EIN 83-0243083)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-10
- IRS object ID
- 202332839349300618
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-10T00:12:32-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481290482 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSON PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1029 | AddressLine1Txt |
| City | AFTON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830243083 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTWARD HEIGHTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 CARING WAY | AddressLine1Txt |
| City | LANDER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAITLIN DELBRIDGE | PersonNm |
| Person Title | ADMINISTRATOR | PersonTitleTxt |
| Phone | 3073325560 | PhoneNum |
| Signature | 2023-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAITLIN | PersonFirstNm |
| Person Last | DELBRIDGE | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LARSON | PreparerPersonNm |
| PTIN | P00283073 | PTIN |
| Phone | 3078854272 | PhoneNum |
| Preparation | 2023-10-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAITLIN DELBRIDGE | PrincipalOfficerNm |
| Gross Receipts | $6,600,926 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | VETTERHEALTHSERVICES.COM/WESTWARDHEIGHT | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | WY | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION IS OPERATING AS AN NURSING HOME AND THE MISSION IS TO PROVIDE DIGNITY IN LIFE FOR PEOPLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 136 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,443,057 | PYContributionsGrantsAmt |
| CY Contributions Grants | $38,052 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,630,743 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,535,093 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,138 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,786 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,459 | PYOtherRevenueAmt |
| CY Other Revenue | $20,995 | CYOtherRevenueAmt |
| PY Total Revenue | $8,102,397 | PYTotalRevenueAmt |
| CY Total Revenue | $6,600,926 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,630,920 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,581,145 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,195,552 | PYOtherExpensesAmt |
| CY Other Expenses | $3,049,079 | CYOtherExpensesAmt |
| PY Total Expenses | $7,826,472 | PYTotalExpensesAmt |
| CY Total Expenses | $7,630,224 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $275,925 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,029,298 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,379,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,909,134 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,559,288 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,444,422 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,820,670 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,464,712 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION IS OPERATING AS AN NURSING HOME AND THE MISSION IS TO PROVIDE DIGNITY IN LIFE FOR PEOPLE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,887,319 | ExpenseAmt |
| Revenue | $6,535,093 | RevenueAmt |
| Desc | WESTWARD HEIGHTS OPERATES AS A NURSING HOME AND THE MISSION IS TO PROVIDE DIGNITY IN LIFE FOR PEOPLE. | Desc |
| Total Program Service Expenses | $6,887,319 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 136 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEAN MCKEE | PersonNm |
| Phone | 3073325560 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 CARING WAY | AddressLine1Txt |
| City | LANDER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82520 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| CAITLIN DELBRIDGE | |||||||
| ADMINISTRATOR | 40.00 | 0.00 | Yes (X) | $54,288 | $0 | $0 | |
| CAROL KING | |||||||
| BOARD MEMBER | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BECKY PACKER | |||||||
| BOARD MEMBER | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JUSTUS JACOBS | |||||||
| BOARD MEMBER | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BETTY BAKER | |||||||
| BOARD MEMBER | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| AMY SMITH | |||||||
| BOARD MEMBER | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JEFF KIMBER | |||||||
| BOARD MEMBER | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LAUREN HUBBLE | |||||||
| VICE PRESIDENT | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT NAGY | |||||||
| PRESIDENT | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DEAN MCKEE | |||||||
| TREASURER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $54,288 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SELECT REHABILITATION | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 71985 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60694 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | THERAPY SERVICES | ServicesDesc |
| Compensation | $519,377 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $38,052 | GovernmentGrantsAmt |
| Total Contributions | $38,052 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT SERVICE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $6,535,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,535,093 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,535,093 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,786 | TotalRevenueColumnAmt |
| Exclusion | $6,786 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $20,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,995 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,995 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,600,926 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,556,088 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,786 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,288 | TotalAmt |
| Program Services | $54,288 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,451,911 | TotalAmt |
| Program Services | $3,206,477 | ProgramServicesAmt |
| Management And General | $245,434 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,118 | TotalAmt |
| Program Services | $571,130 | ProgramServicesAmt |
| Management And General | $42,988 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,828 | TotalAmt |
| Program Services | $428,570 | ProgramServicesAmt |
| Management And General | $32,258 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,610 | TotalAmt |
| Management And General | $273,610 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,014 | TotalAmt |
| Program Services | $1,934 | ProgramServicesAmt |
| Management And General | $80 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,400 | TotalAmt |
| Program Services | $19,584 | ProgramServicesAmt |
| Management And General | $816 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,896 | TotalAmt |
| Program Services | $630,620 | ProgramServicesAmt |
| Management And General | $26,276 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,589 | TotalAmt |
| Program Services | $1,924 | ProgramServicesAmt |
| Management And General | $18,665 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,619 | TotalAmt |
| Program Services | $92,619 | ProgramServicesAmt |
| Management And General | $21,000 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,591 | TotalAmt |
| Program Services | $127,591 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,527 | TotalAmt |
| Program Services | $464,527 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,281 | TotalAmt |
| Program Services | $73,825 | ProgramServicesAmt |
| Management And General | $18,456 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $488,497 | $468,957 | $19,540 |
| MAINTENANCE | $64,206 | $64,206 | |
| FOOD | $184,161 | $184,161 | |
| PROVIDER TAXES | $399,455 | $399,455 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,233 | TotalAmt |
| Program Services | $97,451 | ProgramServicesAmt |
| Management And General | $43,782 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,630,224 | TotalAmt |
| Program Services | $6,887,319 | ProgramServicesAmt |
| Management And General | $742,905 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $762,582 | BOYAmt |
| EOY | $275,155 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $649,939 | BOYAmt |
| EOY | $549,767 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,072 | BOYAmt |
| EOY | $57,613 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,000 | BOYAmt |
| EOY | $21,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,154 | BOYAmt |
| EOY | $7,837 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,128,529 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,422,260 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,099,092 | BOYAmt |
| EOY | $7,706,269 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,732,254 | BOYAmt |
| EOY | $2,284,828 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,865 | BOYAmt |
| EOY | $6,665 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,379,958 | BOYAmt |
| EOY | $10,909,134 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $717,066 | BOYAmt |
| EOY | $731,149 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,835,357 | BOYAmt |
| EOY | $4,706,608 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,865 | BOYAmt |
| EOY | $6,665 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,559,288 | BOYAmt |
| EOY | $5,444,422 | 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 | $6,820,670 | BOYAmt |
| EOY | $5,464,712 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,820,670 | BOYAmt |
| EOY | $5,464,712 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,379,958 | BOYAmt |
| EOY | $10,909,134 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,029,298 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$326,660 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 Minus2 Years | $1,315,935 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,443,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,052 | CurrentTaxYearAmt |
| Total | $2,797,044 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,216,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,230,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,605,373 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,656,202 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,556,088 | CurrentTaxYearAmt |
| Total | $32,265,169 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,216,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,230,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,921,308 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,099,259 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,594,140 | CurrentTaxYearAmt |
| Total | $35,062,213 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $35,062,213 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $164,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $202,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,138 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,786 | CurrentTaxYearAmt |
| Total | $447,526 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $164,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $202,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,138 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,786 | CurrentTaxYearAmt |
| Total | $447,526 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,381,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,433,617 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,991,085 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,102,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,600,926 | CurrentTaxYearAmt |
| Total | $35,509,739 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98740 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98270 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,200 | OtherCostOrOtherBasisAmt |
| Book Value | $75,200 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,328,040 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,226,481 | DepreciationAmt |
| Book Value | $7,101,559 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,381,604 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,018,855 | DepreciationAmt |
| Book Value | $362,749 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $343,685 | OtherCostOrOtherBasisAmt |
| Depreciation | $176,924 | DepreciationAmt |
| Book Value | $166,761 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,706,269 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CERTIFICATES OF DEPOSITS | $256,188 | F |
| MUTUAL FUNDS | $971,846 | F |
| UNIT TRUSTS AND STOCKS | $1,004,975 | F |
| BONDS | $51,819 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,284,828 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESTRICTED CASH IN FIDUCIARY CAPACI | Desc |
| Book Value | $6,665 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,665 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH HELD IN FIDUCIARY CAPACITY | Desc |
| Amt | $6,665 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,665 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,274,266 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$326,660 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$326,660 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,600,926 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $6,600,926 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,630,224 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,630,224 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $7,630,224 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Management duties delegation Part VI line 3 | THE BOARD HAS A MANAGEMENT COMPANY OVERSEES THE OPERATIONS. |
| Committee meeting documentation Part VI line 8b | THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| Form 990 governing body review Part VI line 11 | THE BOARD REVIEWS TAX RETURN BEFORE IT IS FILED. THEY DO THIS AT A BOARD MEETING. |
| Governing documents etc available to public Part VI line 19 | HAVE COPIES OF FINANCIAL STATEMENT AVAILABLE FOR DISTRIBUTION UPON REQUEST. |
| List of other fees for services expenses Part IX line 11g | THE OTHER FEES ARE MEDICAL CONTRACT SERVICES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNTAIN VISTA RETIREMENT RESI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 CHASE DR | AddressLine1Txt |
| City | LANDER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911806767 | EIN |
| Primary Activities | APARTMENTS FOR THE ELDERLY | PrimaryActivitiesTxt |
| Legal Domicile State | WY | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTWARD HEIGHTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MOUNTAIN VISTA RETIREMENT RESIDENCE | ||
| J | $21,000 | COST |
| MOUNTAIN VISTA RETIREMENT RESIDENCE | ||
| AI | $920 | COST |