SHALOM PARK: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SHALOM PARK (EIN 74-2376546)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-23
- IRS object ID
- 202201749349301500
- Schema version
- 2021v4.2
- 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 | 2022-06-23T15:10:17-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 8390 EAST CRESCENT PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742376546 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHALOM PARK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAL | BusinessNameControlTxt |
| Phone | 3036805000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14800 EAST BELLEVIEW DRIVE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 800152258 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC PENNER | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 3036805000 | PhoneNum |
| Signature | 2022-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARC | PersonFirstNm |
| Person Last | PENNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH HINTZ | PreparerPersonNm |
| PTIN | P00492291 | PTIN |
| Phone | 3037795710 | PhoneNum |
| Preparation | 2022-06-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARC PENNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14800 EAST BELLEVIEW DRIVE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 800152258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,419,894 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHALOMPARK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | CREATING A JOYFUL COMMUNITY WHERE HONOR AND BELONGING FLOURISH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 246 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,357,758 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,845,905 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,450,880 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,508,074 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,490 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $175,252 | PYOtherRevenueAmt |
| CY Other Revenue | $65,915 | CYOtherRevenueAmt |
| PY Total Revenue | $16,992,380 | PYTotalRevenueAmt |
| CY Total Revenue | $15,419,894 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $357,478 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $588 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,243,245 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,076,317 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $319,448 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,913,993 | PYOtherExpensesAmt |
| CY Other Expenses | $6,468,038 | CYOtherExpensesAmt |
| PY Total Expenses | $16,514,716 | PYTotalExpensesAmt |
| CY Total Expenses | $15,544,943 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $477,664 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$125,049 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,041,097 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,949,868 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,663,177 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,696,997 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,377,920 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,252,871 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CREATING A JOYFUL COMMUNITY WHERE HONOR AND BELONGING FLOURISH. SHALOM PARK, AN EDEN ALTERNATIVE MILESTONE II ORGANIZATION, OPERATES A NURSING HOME FOR THE AGED. IT PROVIDES HEALTH CARE AND OTHER RELATED SERVICES TO RESIDENTS THROUGH THE OPERATION OF A MULTI-LEVEL SKILLED NURSING FACILITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,344,491 | ExpenseAmt |
| Grant | $588 | GrantAmt |
| Revenue | $12,508,074 | RevenueAmt |
| Desc | SHALOM PARK OPERATES A NURSING HOME. DURING 2021, THE ORGANIZATION PROVIDED CARE FOR 208 ELDERS. | Desc |
| Total Program Service Expenses | $13,344,491 | 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 | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 246 | 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC PENNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3036805000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14800 E BELLEVIEW DRIVE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 800152258 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 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 |
|---|---|---|---|---|---|---|---|---|
| MARC PENNER | ||||||||
| PRESIDENT/CEO | 26.00 | 14.00 | Yes (X) | Yes (X) | $319,828 | $0 | $23,612 | |
| MINDY MOSCOWITZ | ||||||||
| NURSING HOME ADMINISTRATOR | 40.00 | 0.00 | $143,760 | $0 | $14,521 | Yes (X) | ||
| RUTH MINNEMA | ||||||||
| DIRECTOR OF NURSING | 40.00 | 0.00 | $138,466 | $0 | $15,301 | Yes (X) | ||
| PREETY SHRESTHA | ||||||||
| CONTROLLER | 36.00 | 4.00 | $113,317 | $0 | $14,107 | Yes (X) | ||
| DENISE BILYEU | ||||||||
| DIRECTOR OF HUMAN RESOURCE | 40.00 | 0.00 | $111,495 | $0 | $13,892 | Yes (X) | ||
| JONATHAN RUYBAL | ||||||||
| ASST/DIRECTOR OF NURSING | 40.00 | 0.00 | $103,627 | $0 | $13,400 | Yes (X) | ||
| NEIL OBERFELD | ||||||||
| CHAIR & DIRECTOR | 10.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDY HEINS | ||||||||
| PAST CHAIR & VICE CHAIR | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELISA ROBYN | ||||||||
| VICE CHAIR | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SAM ZAITZ | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FRAN SIMON | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LISA COOK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAN FISHER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN GELLER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSY GRAZI | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE GUTMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC LEVINE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY MOSKOWITZ | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART PACK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MELINDA QUIAT | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BEV ROULEAU | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JARED SEIDENBERG | ||||||||
| DIRECTOR | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JJ SLATKIN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIN YOURTZ | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $930,493 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $94,833 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | 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 |
|---|---|---|---|---|---|
| MORRISON MANAGEMENT SPECIALIST | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | DIETARY SERVICES | $1,877,050 |
| COLORADO STUCCO & ROCK INC | |||||
| 1330 SOUTH ROYER STREET | COLORADO SPRINGS | CO | 80903 | STUCCO PROJECT | $838,247 |
| PREMERE REHAB LLC | |||||
| 25117 SW PARKWAY SUITE D | WILSONVILLE | OR | 97070 | THERAPY SERVICES | $385,600 |
| PLANTE & MORAN | |||||
| 8181 E TUFTS AVENUE SUITE 600 | DENVER | CO | 80237 | IT CONSULTING & SERVICES | $247,659 |
| HAYNES MECHANICAL SYSTEMS | |||||
| 5700 S QUEBEC ST 210 | GREENWOOD VILLAGE | CO | 80111 | MECHANICAL MAINTENANCE | $230,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $643,478 | RelatedOrganizationsAmt |
| Government Grants | $951,945 | GovernmentGrantsAmt |
| All Other Contributions | $1,250,482 | AllOtherContributionsAmt |
| Noncash Contributions | $7,130 | NoncashContributionsAmt |
| Total Contributions | $2,845,905 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICES | 623000 | $12,413,733 | $12,413,733 |
| ANCILLARY SERVICES | 623000 | $94,341 | $94,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,508,074 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $65,915 | TotalRevenueColumnAmt |
| Exclusion | $65,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $65,915 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,419,894 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,508,074 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $65,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588 | TotalAmt |
| Program Services | $588 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,440 | TotalAmt |
| Program Services | $291,924 | ProgramServicesAmt |
| Management And General | $44,647 | ManagementAndGeneralAmt |
| Fundraising | $6,869 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,581,076 | TotalAmt |
| Program Services | $6,443,915 | ProgramServicesAmt |
| Management And General | $985,540 | ManagementAndGeneralAmt |
| Fundraising | $151,621 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,835 | TotalAmt |
| Program Services | $89,959 | ProgramServicesAmt |
| Management And General | $13,759 | ManagementAndGeneralAmt |
| Fundraising | $2,117 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,421 | TotalAmt |
| Program Services | $350,558 | ProgramServicesAmt |
| Management And General | $53,615 | ManagementAndGeneralAmt |
| Fundraising | $8,248 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,545 | TotalAmt |
| Program Services | $538,513 | ProgramServicesAmt |
| Management And General | $82,361 | ManagementAndGeneralAmt |
| Fundraising | $12,671 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,204 | TotalAmt |
| Management And General | $9,204 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,477 | TotalAmt |
| Management And General | $31,477 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,374,431 | TotalAmt |
| Program Services | $2,018,266 | ProgramServicesAmt |
| Management And General | $308,676 | ManagementAndGeneralAmt |
| Fundraising | $47,489 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,778 | TotalAmt |
| Program Services | $20,211 | ProgramServicesAmt |
| Management And General | $3,091 | ManagementAndGeneralAmt |
| Fundraising | $476 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,790 | TotalAmt |
| Program Services | $112,871 | ProgramServicesAmt |
| Management And General | $17,263 | ManagementAndGeneralAmt |
| Fundraising | $2,656 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,328 | TotalAmt |
| Program Services | $175,378 | ProgramServicesAmt |
| Management And General | $26,823 | ManagementAndGeneralAmt |
| Fundraising | $4,127 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,053 | TotalAmt |
| Program Services | $361,295 | ProgramServicesAmt |
| Management And General | $55,257 | ManagementAndGeneralAmt |
| Fundraising | $8,501 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,046 | TotalAmt |
| Program Services | $34,039 | ProgramServicesAmt |
| Management And General | $5,206 | ManagementAndGeneralAmt |
| Fundraising | $801 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,392 | TotalAmt |
| Program Services | $27,533 | ProgramServicesAmt |
| Management And General | $4,211 | ManagementAndGeneralAmt |
| Fundraising | $648 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,174,516 | TotalAmt |
| Program Services | $998,339 | ProgramServicesAmt |
| Management And General | $152,687 | ManagementAndGeneralAmt |
| Fundraising | $23,490 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,525 | TotalAmt |
| Program Services | $227,396 | ProgramServicesAmt |
| Management And General | $34,778 | ManagementAndGeneralAmt |
| Fundraising | $5,351 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPLIES | $1,311,008 | $1,311,008 | ||
| REPAIRS AND MAINTENANCE | $110,208 | $93,677 | $14,327 | $2,204 |
| EMPLOYEE EXPENSES | $90,156 | $76,633 | $11,720 | $1,803 |
| EDUCATION | $68,069 | $57,859 | $8,849 | $1,361 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,057 | TotalAmt |
| Program Services | $114,529 | ProgramServicesAmt |
| Management And General | $17,513 | ManagementAndGeneralAmt |
| Fundraising | $39,015 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,544,943 | TotalAmt |
| Program Services | $13,344,491 | ProgramServicesAmt |
| Management And General | $1,881,004 | ManagementAndGeneralAmt |
| Fundraising | $319,448 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $956,254 | BOYAmt |
| EOY | $502,302 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,202 | BOYAmt |
| EOY | $33,834 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,468 | BOYAmt |
| EOY | $40,251 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $696,660 | BOYAmt |
| EOY | $1,058,663 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,367 | BOYAmt |
| EOY | $188,873 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,239,147 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,651,085 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,067,146 | BOYAmt |
| EOY | $7,588,062 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $537,883 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,041,097 | BOYAmt |
| EOY | $9,949,868 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $880,231 | BOYAmt |
| EOY | $1,010,543 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,147 | BOYAmt |
| EOY | $60,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,202 | BOYAmt |
| EOY | $33,834 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668,597 | BOYAmt |
| EOY | $523,371 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $69,249 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,663,177 | BOYAmt |
| EOY | $1,696,997 | 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 | $8,377,920 | BOYAmt |
| EOY | $8,252,871 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,377,920 | BOYAmt |
| EOY | $8,252,871 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,041,097 | BOYAmt |
| EOY | $9,949,868 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$125,049 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 Minus3 Years | $9,427,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $780,553 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,357,758 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,845,905 | CurrentTaxYearAmt |
| Total | $16,411,530 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,162,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,433,948 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,245,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,450,880 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,508,074 | CurrentTaxYearAmt |
| Total | $66,800,840 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,162,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,861,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,025,788 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,808,638 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,353,979 | CurrentTaxYearAmt |
| Total | $83,212,370 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $98,510 | CurrentTaxYearAmt |
| Total | $98,510 | 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 | $98,510 | CurrentTaxYearAmt |
| Total | $98,510 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $83,113,860 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $846 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $848 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $846 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $2 | CurrentTaxYearMinus1YearAmt |
| Total | $848 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,452 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $202,668 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,252 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,915 | CurrentTaxYearAmt |
| Total | $524,785 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,173,201 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,932,560 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,228,456 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,983,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,419,894 | CurrentTaxYearAmt |
| Total | $83,738,003 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99250 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99420 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| 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 | OTHER INCOME FUNDRAISING MISC REVENUE | 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 | $3,699,521 | BeginningYearBalanceAmt |
| Contributions | $548,649 | ContributionsAmt |
| Investment Earnings Or Losses | $428,199 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,676,369 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,318,718 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $380,803 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,699,521 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,951,498 | BeginningYearBalanceAmt |
| Contributions | $90,000 | ContributionsAmt |
| Investment Earnings Or Losses | $277,220 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,318,718 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,898,466 | BeginningYearBalanceAmt |
| Contributions | $249,998 | ContributionsAmt |
| Investment Earnings Or Losses | -$196,966 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,951,498 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,878,912 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $318,110 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $298,556 | OtherExpendituresAmt |
| End Year Balance | $2,898,466 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,561,563 | OtherCostOrOtherBasisAmt |
| Book Value | $2,561,563 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,437,833 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,649,167 | DepreciationAmt |
| Book Value | $2,788,666 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,730,614 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,675,399 | DepreciationAmt |
| Book Value | $55,215 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,312,462 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,326,519 | DepreciationAmt |
| Book Value | $1,985,943 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $196,675 | OtherCostOrOtherBasisAmt |
| Book Value | $196,675 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,588,062 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM RELATED ORGANIZATIONS | Desc |
| Book Value | $537,883 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $537,883 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED ORGANIZATIONS | Desc |
| Amt | $69,249 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $69,249 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,800,025 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $2,059,929 | OtherRevenueAmt |
| Revenue Not Reported | $2,059,929 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,740,096 | RevenueSubtotalAmt |
| Other Revenues Not Included | $679,798 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $679,798 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,419,894 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,388,745 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $880,122 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $880,122 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,508,623 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $36,320 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $36,320 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,544,943 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | SHALOM PARK HOLDS RESIDENT FUNDS IN TRUST FOR THEIR SECURITY. RESIDENTS MAY ACCESS THEIR FUNDS DURING NORMAL BUSINESS HOURS BY MAKING A REQUEST AT THE BUSINESS OFFICE. THE FUNDS ARE HELD IN A SEPARATE INTEREST-BEARING ACCOUNT. THE INTEREST IS CREDITED TO THE RESIDENTS' RESPECTIVE ACCOUNTS. |
| PART V, LINE 4: | BETH ISRAEL FOUNDATION FOR THE AGED, A RELATED ORGANIZATION, HOLDS ASSETS IN ENDOWMENT FUNDS. THE ENDOWMENTS CONSIST OF VARIOUS INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ORGANIZATION TRANSFERRED CERTAIN ENDOWMENT CONTRIBUTIONS TO THE ROSE COMMUNITY FOUNDATION (RCF) AS PART OF ITS ENDOWMENT CHALLENGE, WHICH WAS COMPLETED IN 2002. RCF AMENDED ITS AGREEMENT WITH THE ORGANIZATION DURING THE YEAR ENDED DECEMBER 31, 2008. PRIOR TO THE AMENDMENT, DISTRIBUTIONS TO THE ORGANIZATION WERE THE LESSER OF (I) 5% OF THE MONTHLY AVERAGE BALANCE IN THE FUND DURING THE PRECEDING YEAR OR (II) NET INVESTMENT INCOME ACCRUING TO THE FUND DURING THE PRECEDING YEAR REDUCED BY ANY FEES AND EXPENSES. PURSUANT TO THE AMENDMENT, DISTRIBUTIONS WILL NOT BE LIMITED BY NET INVESTMENT INCOME. DISTRIBUTIONS WILL BE EQUAL TO 5% OF THE MONTHLY AVERAGE BALANCE IN THE FUND DURING THE PRECEDING YEAR. |
| PART X, LINE 2: | SHALOM PARK IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION FOR STATE LAW. HOWEVER, SHALOM PARK IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FOUNDATION AND WELLNESS CENTER REVENUE 2,059,929. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EVENT EXPENSE 36,320. INTERCOMPANY TRANSFERS NOT REPORTED IN FINANCIAL STATEMENTS 643,478. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FOUNDATION AND WELLNESS CENTER EXPENSE 880,122. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EVENT EXPENSE 36,320. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARC PENNER | ||||||||||||||
| PRESIDENT/CEO | $310,328 | $0 | $9,500 | $0 | $0 | $0 | $16,617 | $0 | $6,995 | $0 | $343,440 | $0 | $0 | $0 |
| MINDY MOSCOWITZ | ||||||||||||||
| NURSING HOME ADMINISTRATOR | $138,017 | $0 | $5,743 | $0 | $0 | $0 | $7,547 | $0 | $6,974 | $0 | $158,281 | $0 | $0 | $0 |
| RUTH MINNEMA | ||||||||||||||
| DIRECTOR OF NURSING | $138,391 | $0 | $75 | $0 | $0 | $0 | $8,311 | $0 | $6,990 | $0 | $153,767 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE IS COMPOSED OF THE CURRENT OFFICERS, THE PAST CHAIR(S) AND SUCH OTHER MEMBERS AS ARE APPOINTED BY THE CHAIR. THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF AND IN PLACE OF THE BOARD BETWEEN REGULAR MEETINGS OF THE BOARD WHEN REASONABLY NECESSARY TO FULFILL THE PURPOSES AND DUTIES OF THE BOARD, AS DETERMINED BY THE CHAIR, AND IS RESPONSIBLE FOR MAKING RECOMMENDATIONS TO THE BOARD OF TRUSTEES AND FOR SUCH OTHER POWERS AS THE BOARD FROM TIME TO TIME MAY PRESCRIBE. ACTIONS OF THE EXECUTIVE COMMITTEE MAY BE OVERRULED OR AMENDED BY LATER ACTION OF THE BOARD, BUT ANY ACTION PROPERLY TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE BINDING UPON THE ORGANIZATION UNTIL SUCH LATER ACTION OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | SAM ZAITZ AND LISA COOK HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE DO NOT KEEP MINUTES OF THEIR MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CONTROLLER AND CEO REVIEWED THE FORM 990, AFTER WHICH THE FINANCE COMMITTEE REVIEWED AND APPROVED THE FORM 990. THE RETURN WAS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO IT BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH AN ANNUAL AFFIRMATION SIGNED BY EACH TRUSTEE. THE ORGANIZATION MONITORS COMPLIANCE WITH THE POLICY DURING THE YEAR BY INQUIRING AT ITS BOARD MEETINGS WHETHER ANY CONFLICTS OF INTEREST HAVE ARISEN SINCE THE ANNUAL AFFIRMATION WAS SIGNED. AN INDIVIDUAL WITH A CONFLICT MAY NOT VOTE ON ANY MATTER THAT MAY INVOLVE THE CONFLICT OF INTEREST. DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT/ CEO'S COMPENSATION IS DETERMINED BY SHALOM PAKR BOARD OF DIRECTORS. THE FOLLOWING ARE USED BY SHALOM PARK IN SETTING THE PRESIDENT/ CEO'S COMPENSATION: 1. COMPENSAION COMMITTEE 2. COMPENSATION SURVEY OR STUDY 3. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 2,018,266. MANAGEMENT AND GENERAL EXPENSES 308,676. FUNDRAISING EXPENSES 47,489. TOTAL EXPENSES 2,374,431. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHALOM CARES WELLNESS CENTER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14800 E BELLEVIEW DRIVE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452808418 | EIN |
| Primary Activities | FITNESS AND THERAPY | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Total Income | $128,886 | TotalIncomeAmt |
| End Of Year Assets | $5,140,263 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH ISRAEL FOUNDATION FOR THE AGED | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH ISRAEL FOUNDATION FOR THE AGED | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14800 E BELLEVIEW DRIVE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742195249 | EIN |
| Primary Activities | FUNDRAISING TO SUPPORT SHALOM PARK | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHALOM PARK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | 0 | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BETH ISRAEL FOUNDATION FOR THE AGED | ||
| C | $643,478 | CASH |
| BETH ISRAEL FOUNDATION FOR THE AGED | ||
| D | $537,883 | END OF YEAR BALANCE |
| BETH ISRAEL FOUNDATION FOR THE AGED | ||
| E | $69,249 | END OF YEAR BALANCE |