TRU COMMUNITY CARE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TRU COMMUNITY CARE (EIN 84-0748577)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-04
- IRS object ID
- 202123089349303332
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-04T15:23:38-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Tejon Suite 800 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 809039848 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840748577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRU COMMUNITY CARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE ORGANIZATION | InCareOfNm |
| Business Name Control | TRUC | BusinessNameControlTxt |
| Phone | 3036045241 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2594 TRAILRIDGE DRIVE EAST | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MCHALE | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 3034497740 | PhoneNum |
| Signature | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | MCHALE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam R Smith CPA | PreparerPersonNm |
| PTIN | P00958966 | PTIN |
| Phone | 7194714290 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL MCHALE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2594 TRAILRIDGE DRIVE EAST | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,517,780 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRUCARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | TRU COMMUNITY CARE AFFIRMS LIFE AT EVERY STEP OF YOUR JOURNEY WITH ILLNESS AND LOSS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 285 | TotalEmployeeCnt |
| Total Volunteers | 351 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,942,594 | PYContributionsGrantsAmt |
| CY Contributions Grants | $881,629 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,537,180 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,170,211 | CYProgramServiceRevenueAmt |
| PY Investment Income | $372,193 | PYInvestmentIncomeAmt |
| CY Investment Income | $655,109 | CYInvestmentIncomeAmt |
| PY Other Revenue | $333,217 | PYOtherRevenueAmt |
| CY Other Revenue | $119,330 | CYOtherRevenueAmt |
| PY Total Revenue | $28,185,184 | PYTotalRevenueAmt |
| CY Total Revenue | $35,826,279 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,999,982 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,248,560 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $276,881 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,689,212 | PYOtherExpensesAmt |
| CY Other Expenses | $16,292,862 | CYOtherExpensesAmt |
| PY Total Expenses | $26,689,194 | PYTotalExpensesAmt |
| CY Total Expenses | $33,541,422 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,495,990 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,284,857 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,166,712 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,678,847 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,555,419 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,780,391 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,611,293 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,898,456 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ARE LEADING A HEALTHCARE TRANSFORMATION BY ENGAGING WITH OUR COMMUNITIES AND OFFERING INNOVATIVE, MEANINGFUL CARE FOR THOSE LIVING WITH ILLNESS AND LOSS. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $12,785,863 | ExpenseAmt |
| Revenue | $14,926,652 | RevenueAmt |
| Desc | HOSPICE CARE: PROVIDES FAMILY-CENTERED, COMPASSIONATE END-OF-LIFE CARE, INCLUDING PAIN MANAGEMENT AND SYMPTOM CONTROL, TO THOSE IN NEED OF PHYSICAL, EMOTIONAL, AND SPIRITUAL WELL-BEING. GRIEF COUNSELING: PROVIDES FAMILY GRIEF COUNSELING AND SUPPORT FOR AT LEAST ONE YEAR FOLLOWING DEATH, AND ONGOING BEREAVEMENT SUPPORT GROUPS FOR THE ENTIRE COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $730,067 | ExpenseAmt |
| Revenue | $536,579 | RevenueAmt |
| Desc | HOME HEALTH: PROVIDES PALLIATIVE CARE TO HOMEBOUND, TERMINALLY ILL INDIVIDUALS WHO ARE PURSUING CURATIVE, LIFE-PROLONGING TREATMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,613,356 | ExpenseAmt |
| Revenue | $18,403,096 | RevenueAmt |
| Desc | TRU PACE (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY) IS AN INNOVATIVE, FULLY INTEGRATED CARE MODEL THAT ENABLES FRAIL ELDERS 55 YEARS AND OLDER TO LIVE AS INDEPENDENTLY AS POSSIBLE IN THEIR HOME AND COMMUNITY. TRU PACE COORDINATES AND DELIVERS ALL NEEDED PREVENTIVE, PRIMARY, ACUTE AND LONG TERM CARE SERVICES SO THAT OLDER INDIVIDUALS WHO ARE OTHERWISE ELIGIBLE FOR NURSING HOME CARE ARE ABLE TO CONTINUE LIVING SAFELY IN THE COMMUNITY. PACE PROGRAMS RECEIVE CAPITATED PAYMENTS THROUGH MEDICARE AND MEDICAID, ASSUMING FULL RISK TO COVER ALL NEEDED MEDICAL, SOCIAL, PHYSICAL, AND EMOTIONAL CARE FOR EVERY PACE PARTICIPANT. TRU PACE HAS A COMPREHENSIVE NETWORK OF CARE PROVIDERS TO ENSURE SEAMLESS AND COST-EFFECTIVE SERVICE DELIVERY FOR THE UNIQUE NEEDS OF EACH FRAIL ELDER AND THEIR FAMILY CAREGIVERS. THE TRU PACE INTERDISCIPLINARY TEAM DELIVERS SERVICES BASED OUT OF THE TRU PACE CENTER IN LAFAYETTE, WHICH INCLUDES A DAY CENTER, REHABILITATION GYM, AND FULL-SERVICE MEDICAL CLINIC. CARE PLANS ARE CUSTOMIZED TO THE UNIQUE NEEDS OF EVERY TRU PACE PARTICIPANT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $557,454 | ExpenseAmt |
| Revenue | $349,664 | RevenueAmt |
| Desc | ASSISTED LIVING MEMORY CARE | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $557,454 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $349,664 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $30,686,740 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | 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 | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 206 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 285 | 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 | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | 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 | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | 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 | THE ORGANIZATION | PersonNm |
| Phone | 3036045241 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2594 TRAILRIDGE DRIVE EAST | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80026 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 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 | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Michael McHale | |||||||||
| President & CEO | 40.0 | 0.0 | Yes (X) | Yes (X) | $332,240 | $0 | $38,082 | ||
| John Massone MD | |||||||||
| FORMER HOSPICE MEDICAL DIRECTO | 40.0 | 0.0 | $220,971 | $0 | $16,502 | Yes (X) | |||
| Shirley Huang MD | |||||||||
| MEDICAL DIRECTOR-PACE | 40.0 | 0.0 | $226,649 | $0 | $10,208 | Yes (X) | |||
| PAUL WEDEL MD | |||||||||
| FORMER PHYSICIAN | 40.0 | 0.0 | $198,834 | $0 | $13,920 | Yes (X) | |||
| Scott Gresser | |||||||||
| VP / CFO | 40.0 | 0.0 | Yes (X) | $197,868 | $0 | $8,415 | |||
| Tara Snow | |||||||||
| PHYSICIAN | 32.0 | 0.0 | $173,276 | $0 | $6,564 | Yes (X) | |||
| James Woodard | |||||||||
| Chief Nursing Officer / COO | 40.0 | 0.0 | $168,840 | $0 | $8,683 | Yes (X) | |||
| Samantha Black | |||||||||
| Executive Director, PACE | 40.0 | 0.0 | $173,366 | $0 | $3,624 | Yes (X) | |||
| Chad Hartmann | |||||||||
| DIRECTOR OF ACCESS & PALLIATIV | 40.0 | 0.0 | $149,477 | $0 | $4,485 | Yes (X) | |||
| HILLARY WALLACE | |||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Porter Storey | |||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MARUSIAK | |||||||||
| VICE CHAIR | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Deborah Kelly | |||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard Lawrence | |||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Ande Bernthal | |||||||||
| SECRETARY | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jill Stravolemos | |||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mike Lammers | |||||||||
| TREASURER | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Martha Evans | |||||||||
| Chair (July-December) | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Kyle Brown | |||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| James Williams | |||||||||
| Chair (January-June) | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Claire Riley | |||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| David Thrower | |||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Erik Hanson | |||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Paul Hinchey | |||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Timothy Johnson | |||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Erin Ward | |||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,841,521 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $110,483 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MANOR CARE HEALTH SERVICES | |||||
| DEPT L-2653 | COLUMBUS | OH | 43260 | NURSING FACILITY | $992,325 |
| LONGMONT UNITED HOSPITAL | |||||
| 1950 Mountain View Ave | LONGMONT | CO | 80501 | PATIENT SERVICES | $617,411 |
| BOULDER COMMUNITY HEALTH | |||||
| PO BOX 9019 | BOULDER | CO | 803019019 | PATIENT SERVICES | $692,892 |
| Griswold Home Care | |||||
| 9769 West 119th Dr Suite 30 | BROOMFIELD | CO | 80021 | In Home Services | $563,675 |
| THE PEAKS CARE CENTER | |||||
| 1440 COFFMAN ST | LONGMONT | CO | 805012726 | NURSING FACILITY | $574,495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $18,454 | FederatedCampaignsAmt |
| Fundraising | $79,930 | FundraisingAmt |
| Government Grants | $177,073 | GovernmentGrantsAmt |
| All Other Contributions | $606,172 | AllOtherContributionsAmt |
| Noncash Contributions | $549,262 | NoncashContributionsAmt |
| Total Contributions | $881,629 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICE REVENUE | 621610 | $33,819,759 | $33,819,759 |
| Assisted Living Revenue | 623312 | $350,452 | $350,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,170,211 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $283,777 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $283,777 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,592,559 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,221,227 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $371,332 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $371,332 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $371,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $14,790 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $79,930 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $9,714 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,076 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,076 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $529,034 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $460,560 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,474 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $68,474 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| VENDOR DISCOUNTS | 900099 | $4,602 | $4,602 |
| MISCELLANEOUS REVENUE | 900099 | $41,178 | $41,178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $45,780 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,826,279 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,215,991 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $728,659 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $931,118 | TotalAmt |
| Program Services | $354,513 | ProgramServicesAmt |
| Management And General | $576,605 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,854,713 | TotalAmt |
| Program Services | $12,898,864 | ProgramServicesAmt |
| Management And General | $759,980 | ManagementAndGeneralAmt |
| Fundraising | $195,869 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,859 | TotalAmt |
| Program Services | $221,628 | ProgramServicesAmt |
| Management And General | $4,315 | ManagementAndGeneralAmt |
| Fundraising | $3,916 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,145,229 | TotalAmt |
| Program Services | $986,142 | ProgramServicesAmt |
| Management And General | $142,068 | ManagementAndGeneralAmt |
| Fundraising | $17,019 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,087,641 | TotalAmt |
| Program Services | $948,749 | ProgramServicesAmt |
| Management And General | $124,644 | ManagementAndGeneralAmt |
| Fundraising | $14,248 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,492 | TotalAmt |
| Program Services | $27,816 | ProgramServicesAmt |
| Management And General | $17,676 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,728 | TotalAmt |
| Program Services | $19,780 | ProgramServicesAmt |
| Management And General | $41,948 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,714 | TotalAmt |
| Management And General | $47,714 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,091 | TotalAmt |
| Program Services | $650,419 | ProgramServicesAmt |
| Management And General | $672 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,578 | TotalAmt |
| Program Services | $124,376 | ProgramServicesAmt |
| Management And General | $55,202 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,743 | TotalAmt |
| Program Services | $456,377 | ProgramServicesAmt |
| Management And General | $100,991 | ManagementAndGeneralAmt |
| Fundraising | $24,375 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849,392 | TotalAmt |
| Program Services | $584,721 | ProgramServicesAmt |
| Management And General | $245,899 | ManagementAndGeneralAmt |
| Fundraising | $18,772 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,279 | TotalAmt |
| Program Services | $321,184 | ProgramServicesAmt |
| Management And General | $75,095 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,725 | TotalAmt |
| Program Services | $171,528 | ProgramServicesAmt |
| Management And General | $3,110 | ManagementAndGeneralAmt |
| Fundraising | $87 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,328 | TotalAmt |
| Program Services | $26,221 | ProgramServicesAmt |
| Management And General | $1,058 | ManagementAndGeneralAmt |
| Fundraising | $49 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,516 | TotalAmt |
| Management And General | $136,516 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475,008 | TotalAmt |
| Program Services | $323,054 | ProgramServicesAmt |
| Management And General | $151,954 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,311 | TotalAmt |
| Program Services | $282,943 | ProgramServicesAmt |
| Management And General | $54,368 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PATIENT SUPPLIES & SERVICES | $11,994,990 | $11,994,990 | ||
| VOLUNTEER EXPENSE | $186,196 | $186,196 | ||
| DUES & PUBLICATIONS | $126,895 | $89,748 | $36,565 | $582 |
| PROV FOR UNCOLLECTIBLE ACCT | $1,269 | $1,269 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,607 | TotalAmt |
| Program Services | $16,222 | ProgramServicesAmt |
| Management And General | $1,421 | ManagementAndGeneralAmt |
| Fundraising | $1,964 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,541,422 | TotalAmt |
| Program Services | $30,686,740 | ProgramServicesAmt |
| Management And General | $2,577,801 | ManagementAndGeneralAmt |
| Fundraising | $276,881 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,885,972 | BOYAmt |
| EOY | $3,885,468 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,981 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,900 | BOYAmt |
| EOY | $48,560 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,003,291 | BOYAmt |
| EOY | $2,976,209 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,000 | BOYAmt |
| EOY | $52,009 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,913 | BOYAmt |
| EOY | $240,646 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,906,820 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,001,183 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,438,001 | BOYAmt |
| EOY | $13,905,637 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,140,782 | BOYAmt |
| EOY | $17,132,411 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,872 | BOYAmt |
| EOY | $61,240 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,376,667 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,166,712 | BOYAmt |
| EOY | $39,678,847 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,346,902 | BOYAmt |
| EOY | $9,362,405 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,180,398 | BOYAmt |
| EOY | $8,714,512 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,119 | BOYAmt |
| EOY | $2,703,474 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,555,419 | BOYAmt |
| EOY | $20,780,391 | 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 | $15,239,437 | BOYAmt |
| EOY | $18,489,310 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,856 | BOYAmt |
| EOY | $409,146 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,611,293 | BOYAmt |
| EOY | $18,898,456 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,166,712 | BOYAmt |
| EOY | $39,678,847 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,284,857 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $993,938 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $8,368 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,505,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,822,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,085,825 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,942,594 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $881,629 | CurrentTaxYearAmt |
| Total | $10,238,266 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,505,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,822,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,085,825 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,942,594 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $881,629 | CurrentTaxYearAmt |
| Total | $10,238,266 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,232,914 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,005,352 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $205,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $207,438 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $221,570 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $355,294 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $283,777 | CurrentTaxYearAmt |
| Total | $1,273,127 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,076 | CurrentTaxYearAmt |
| Total | $25,503 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,536,896 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $107,532,822 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60721 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68334 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,066,137 | BeginningYearBalanceAmt |
| Contributions | $68,656 | ContributionsAmt |
| Investment Earnings Or Losses | $1,276,931 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $67,928 | OtherExpendituresAmt |
| End Year Balance | $8,343,796 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,244,527 | BeginningYearBalanceAmt |
| Contributions | $73,749 | ContributionsAmt |
| Investment Earnings Or Losses | $912,881 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $165,020 | OtherExpendituresAmt |
| End Year Balance | $7,066,137 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,243,113 | BeginningYearBalanceAmt |
| Contributions | $124,019 | ContributionsAmt |
| Investment Earnings Or Losses | -$286,460 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $836,145 | OtherExpendituresAmt |
| End Year Balance | $6,244,527 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,480,292 | BeginningYearBalanceAmt |
| Contributions | $299,256 | ContributionsAmt |
| Investment Earnings Or Losses | $791,086 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $327,521 | OtherExpendituresAmt |
| End Year Balance | $7,243,113 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,519,572 | BeginningYearBalanceAmt |
| Contributions | $1,818,761 | ContributionsAmt |
| Investment Earnings Or Losses | $270,926 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,128,967 | OtherExpendituresAmt |
| End Year Balance | $6,480,292 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.95100 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03170 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01730 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,207,082 | OtherCostOrOtherBasisAmt |
| Book Value | $7,207,082 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,352,746 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,784,224 | DepreciationAmt |
| Book Value | $6,568,522 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $314,954 | OtherCostOrOtherBasisAmt |
| Depreciation | $225,118 | DepreciationAmt |
| Book Value | $89,836 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,988,339 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,977,803 | DepreciationAmt |
| Book Value | $10,536 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,699 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,038 | DepreciationAmt |
| Book Value | $29,661 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,905,637 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ORGANIZATION | $153,474 |
| PPP Loan | $2,550,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,703,474 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $36,780,871 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $993,938 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $8,368 | OtherRevenueAmt |
| Revenue Not Reported | $1,002,306 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,778,565 | RevenueSubtotalAmt |
| Other Revenues Not Included | $47,714 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $47,714 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,826,279 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,493,708 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $33,493,708 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $47,714 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $47,714 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,541,422 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | DESCRIBE THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: TEMPORARILY RESTRICTED NET ASSETS ARE THOSE WHOSE USE BY THE ORGANIZATION HAS BEEN LIMITED BY DONORS TO A SPECIFIC TIME PERIOD OR PURPOSE. PERMANENTLY RESTRICTED NET ASSETS HAVE BEEN RESTRICTED BY DONORS TO BE MAINTAINED BY THE ORGANIZATION IN PERPETUITY. |
| SCHEDULE D, PART X, LINE 2 | UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XI, LINE 2D | REVENUE ON BOOKS, NOT ON RETURN: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 8,386 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Luncheon | Event1Nm |
| Gross Receipts Event1 | $78,940 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $78,940 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $4,985 | OtherDirectExpensesEvent1Amt |
| Event2 | Butterflies | Event2Nm |
| Gross Receipts Event2 | $8,330 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $990 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,340 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $4,161 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $87,270 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $79,930 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,340 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,146 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,146 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,806 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael McHale | |||||||||||
| President & CEO | $266,829 | $65,000 | $0 | $411 | $0 | $30,417 | $0 | $7,665 | $0 | $370,322 | $0 |
| Scott Gresser | |||||||||||
| VP / CFO | $178,826 | $17,874 | $1,168 | $7,191 | $1,224 | $206,283 | |||||
| James Woodard | |||||||||||
| Chief Nursing Officer / COO | $152,710 | $15,862 | $0 | $268 | $0 | $0 | $0 | $8,683 | $0 | $177,523 | $0 |
| Samantha Black | |||||||||||
| Executive Director, PACE | $157,361 | $15,862 | $0 | $143 | $0 | $732 | $0 | $2,892 | $0 | $176,990 | $0 |
| Shirley Huang MD | |||||||||||
| MEDICAL DIRECTOR-PACE | $224,589 | $2,000 | $60 | $8,984 | $1,224 | $236,857 | |||||
| PAUL WEDEL MD | |||||||||||
| FORMER PHYSICIAN | $182,812 | $16,022 | $7,958 | $5,962 | $212,754 | ||||||
| John Massone MD | |||||||||||
| FORMER HOSPICE MEDICAL DIRECTO | $204,223 | $16,748 | $9,166 | $7,336 | $237,473 | ||||||
| Tara Snow | |||||||||||
| PHYSICIAN | $169,833 | $3,300 | $143 | $5,340 | $1,224 | $0 | $179,840 | $0 | |||
| Chad Hartmann | |||||||||||
| DIRECTOR OF ACCESS & PALLIATIV | $124,313 | $25,000 | $164 | $3,261 | $1,224 | $153,962 | |||||
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $27,463 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $521,799 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | DESCRIBE THIRD PARTIES USED TO SELL NON CASH CONTRIBUTIONS: TRU COMMUNITY CARE USES EBAY TO SOLICIT AND SELL NON CASH CONTRIBUTIONS TO THE THRIFT STORE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | NEW SIGNIFICANT PROGRAM SERVICES: IN OCTOBER 2020, TRU ACQUIRED AN 18 BED ASSISTED LIVING MEMORY CARE FACILITY |
| FORM 990, PART VI, SECTION A, LINE 4 | SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS: TRU COMMUNITY CARE AMENDED ITS ARTICLES OF INCORPORATION AND BYLAWS TO INCLUDE OPERATING ASSISTED LIVING FACILITIES FOR THE ELDERLY, INCLUDING THE MEMORY-IMPAIRED, AS PART OF ITS TAX-EXEMPT PURPOSE AND OBJECTIVES. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS FIRST REVIEWED BY THE GOVERNING BODY FINANCE COMMITTEE AND THEN PRESENTED TO THE FULL GOVERNING BODY AT THE BOARD OF DIRECTORS MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE CONFLICT OF INTEREST POLICY IS DISCUSSED AND REVIEWED ANNUALLY. ON AN ANNUAL BASIS, ALL BOARD OF DIRECTORS AND KEY EMPLOYEES DISCLOSE CONFLICTS OF INTEREST, IF ANY. THIS DOCUMENTATION REQUIRES SIGNATURE AND IS FILED WITH THE ORGANIZATION ONCE ALL CONFLICTS ARE RESOLVED, IF ANY. IN THE EVENT OF A CONFLICT OF INTEREST, NO CONFLICTING INTEREST TRANSACTION SHALL BE VOID OR VOIDABLE IF: 1) THE MATERIAL FACTS AS TO THE DIRECTOR'S RELATIONSHIP OR INTEREST AND AS TO THE CONFLICTING INTEREST TRANSACTION ARE DISCLOSED OR ARE KNOWN TO THE BOARD MEMBERS ENTITLED TO VOTE THEREON OR TO THE COMMITTEE, AND THE BOARD OR COMMITTEE IN GOOD FAITH AUTHORIZES, APPROVES OR RATIFIES THE CONFLICTING INTEREST TRANSACTION BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE DISINTERESTED DIRECTORS, EVEN THOUGH THE DISINTERESTED DIRECTORS ARE LESS THAN A QUORUM; OR 2) THE CONFLICTING INTEREST TRANSACTION IS FAIR TO THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 15A | REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION: THE CEO'S REVIEW IS PERFORMED BY THE BOARD CHAIR. COMPENSATION INFORMATION IS GATHERED FROM VARIOUS SOURCES, I.E., HEALTHCARE/HOSPICE INDUSTRY INFORMATION, FORM 990'S OF SIMILAR SIZED NON-PROFITS, ASSOCIATION SURVEYS (COLORADO ASSOCIATION OF NONPROFITS AND/OR EMPLOYERS COUNCIL). THE BOARD EXECUTIVE COMMITTEE DISCUSSES THE CEO'S REVIEW AND SETS COMPENSATION ACCORDINGLY. THE COMPENSATION SETTING PROCESS AND THE DECISION REACHED ARE DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 8,386 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRU REAL ESTATE HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2594 TRAILRIDGE DRIVE EAST | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | RENTAL PROPER | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Total Income | $7,952 | TotalIncomeAmt |
| End Of Year Assets | $6,475,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRU COMMUNIT | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE & PALLIATIVE CARE OF NORTHERN CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2726 W 11TH STREET RD | AddressLine1Txt |
| City | GREELEY | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840777089 | EIN |
| Primary Activities | HOSPICE | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(2) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | 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 | Yes (true) | 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 | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE & PALLIATIVE CARE OF N COLORADO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | E | TransactionTypeTxt |
| Involved | $153,474 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 1E | FormAndLineReferenceDesc |
| Explanation | LOAN PAYABLE TO RELATED ORGANIZATION: TRU COMMUNITY CARE HAS A $153,474 LOAN PAYABLE TO HOSPICE AND PALLIATIVE CARE OF NORTHERN COLORADO. | ExplanationTxt |
Comments