WESTWARD HEIGHTS CORP: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WESTWARD HEIGHTS CORP (EIN 83-0243083)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-26
- IRS object ID
- 202243009349302209
- 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 | 2022-10-26T14:40:55-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | DIRECTOR | PersonTitleTxt |
| Phone | 3073325560 | PhoneNum |
| Signature | 2022-05-12 | 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 | 2022-10-26 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAITLIN DELBRIDGE | PrincipalOfficerNm |
| Gross Receipts | $8,102,397 | 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 | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 165 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,315,935 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,443,057 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,536,208 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,630,743 | CYProgramServiceRevenueAmt |
| PY Investment Income | $69,777 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,138 | CYInvestmentIncomeAmt |
| PY Other Revenue | $69,165 | PYOtherRevenueAmt |
| CY Other Revenue | $25,459 | CYOtherRevenueAmt |
| PY Total Revenue | $7,991,085 | PYTotalRevenueAmt |
| CY Total Revenue | $8,102,397 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,446,549 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,630,920 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,773,423 | PYOtherExpensesAmt |
| CY Other Expenses | $3,195,552 | CYOtherExpensesAmt |
| PY Total Expenses | $7,219,972 | PYTotalExpensesAmt |
| CY Total Expenses | $7,826,472 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $771,113 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $275,925 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,619,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,379,958 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,321,041 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,559,288 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,298,190 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,820,670 | 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 | $7,057,752 | ExpenseAmt |
| Revenue | $6,630,743 | 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 | $7,057,752 | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 165 | 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 (9 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 |
|---|---|---|---|---|---|---|---|
| NATALIE KORELL | |||||||
| ADMINISTRATOR | 40.00 | 0.00 | Yes (X) | $109,591 | $0 | $0 | |
| BECKY PACKER | |||||||
| BOARD MEMBER | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JEFF KIMBER | |||||||
| 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) | |
| DEAN MCKEE | |||||||
| TREASURER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LUCY CONE | |||||||
| SECRETARY | 0.50 | 0.00 | Yes (X) | $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) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $109,591 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 | $528,473 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,443,057 | GovernmentGrantsAmt |
| Total Contributions | $1,443,057 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT SERVICE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $6,630,743 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,630,743 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,630,743 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,138 | TotalRevenueColumnAmt |
| Exclusion | $3,138 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $25,459 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,459 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $25,459 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,102,397 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,656,202 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,138 | 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 | $109,591 | TotalAmt |
| Program Services | $109,591 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,380,845 | TotalAmt |
| Program Services | $3,136,514 | ProgramServicesAmt |
| Management And General | $244,331 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $720,394 | TotalAmt |
| Program Services | $669,966 | ProgramServicesAmt |
| Management And General | $50,428 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,090 | TotalAmt |
| Program Services | $390,684 | ProgramServicesAmt |
| Management And General | $29,406 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,924 | TotalAmt |
| Management And General | $296,924 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,301 | TotalAmt |
| Program Services | $10,849 | ProgramServicesAmt |
| Management And General | $452 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,200 | TotalAmt |
| Program Services | $18,432 | ProgramServicesAmt |
| Management And General | $768 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,686 | TotalAmt |
| Program Services | $632,339 | ProgramServicesAmt |
| Management And General | $26,347 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,836 | TotalAmt |
| Program Services | $2,511 | ProgramServicesAmt |
| Management And General | $18,325 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,283 | TotalAmt |
| Program Services | $94,283 | ProgramServicesAmt |
| Management And General | $21,000 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,076 | TotalAmt |
| Program Services | $135,076 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,095 | TotalAmt |
| Program Services | $467,095 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,582 | TotalAmt |
| Program Services | $49,266 | ProgramServicesAmt |
| Management And General | $12,316 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $662,962 | $636,444 | $26,518 |
| MAINTENANCE | $57,751 | $57,751 | |
| FOOD | $173,582 | $173,582 | |
| PROVIDER TAXES | $380,095 | $380,095 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,179 | TotalAmt |
| Program Services | $93,274 | ProgramServicesAmt |
| Management And General | $41,905 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,826,472 | TotalAmt |
| Program Services | $7,057,752 | ProgramServicesAmt |
| Management And General | $768,720 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,333,079 | BOYAmt |
| EOY | $762,582 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,560 | BOYAmt |
| EOY | $649,939 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,253 | BOYAmt |
| EOY | $67,072 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,000 | BOYAmt |
| EOY | $21,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,419 | BOYAmt |
| EOY | $41,154 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,056,825 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,957,733 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,474,155 | BOYAmt |
| EOY | $8,099,092 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,170,449 | BOYAmt |
| EOY | $2,732,254 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,316 | BOYAmt |
| EOY | $6,865 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,619,231 | BOYAmt |
| EOY | $12,379,958 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $685,909 | BOYAmt |
| EOY | $717,066 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,622,816 | BOYAmt |
| EOY | $4,835,357 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,316 | BOYAmt |
| EOY | $6,865 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,321,041 | BOYAmt |
| EOY | $5,559,288 | 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 | $6,298,190 | BOYAmt |
| EOY | $6,820,670 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,298,190 | BOYAmt |
| EOY | $6,820,670 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,619,231 | BOYAmt |
| EOY | $12,379,958 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $275,925 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $246,555 | 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 Minus1 Year | $1,315,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,443,057 | CurrentTaxYearAmt |
| Total | $2,758,992 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,612,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,216,887 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,230,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,605,373 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,656,202 | CurrentTaxYearAmt |
| Total | $31,322,061 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,612,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,216,887 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,230,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,921,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,099,259 | CurrentTaxYearAmt |
| Total | $34,081,053 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $34,081,053 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $164,827 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $202,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,138 | CurrentTaxYearAmt |
| Total | $600,931 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $164,827 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $202,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,138 | CurrentTaxYearAmt |
| Total | $600,931 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,773,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,381,714 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,433,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,991,085 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,102,397 | CurrentTaxYearAmt |
| Total | $34,681,984 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98270 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97840 | PublicSupportPY509Pct |
| Investment Income CY | 0.02000 | 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 | $10,326,767 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,837,118 | DepreciationAmt |
| Book Value | $7,489,649 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,312,373 | OtherCostOrOtherBasisAmt |
| Depreciation | $957,074 | DepreciationAmt |
| Book Value | $355,299 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $342,485 | OtherCostOrOtherBasisAmt |
| Depreciation | $163,541 | DepreciationAmt |
| Book Value | $178,944 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,099,092 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CERTIFICATES OF DEPOSITS | $166,080 | F |
| MUTUAL FUNDS | $2,460,906 | F |
| UNIT TRUSTS | $40,943 | F |
| BONDS | $64,325 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,732,254 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESTRICTED CASH IN FIDUCIARY CAPACI | Desc |
| Book Value | $6,865 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,865 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH HELD IN FIDUCIARY CAPACITY | Desc |
| Amt | $6,865 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,865 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,348,952 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $246,555 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $246,555 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,102,397 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $8,102,397 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,826,472 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,826,472 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $7,826,472 | 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 |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| 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 | $1,198 | COST |