INTERGENERATIONAL LIVING & HEALTH CARE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- INTERGENERATIONAL LIVING & HEALTH CARE INC (EIN 41-1740311)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-25
- IRS object ID
- 202002389349300120
- Schema version
- 2019v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-25T09:20:18-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411740311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERGENERATIONAL LIVING & HEALTH CARE | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 9523618000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 HAZELTINE BOULEVARD NO 200 | AddressLine1Txt |
| City | CHASKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55318 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE BURTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9523618000 | PhoneNum |
| Signature | 2020-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER STEINHOFF | PreparerPersonNm |
| PTIN | P01587351 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2020-08-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-19 | IPDt |
| IP Tm | 13:03:02 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 39A38752E48E75A0874353861A054000DD5125B5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELAINE BURTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 HAZELTINE BOULEVARD NO 200 | AddressLine1Txt |
| City | CHASKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55318 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,221,912 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IGLHC.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO CREATE LIFE-ENRICHING COMMUNITIES BY EMBRACING ALL GENERATIONS THROUGH INNOVATIVE SERVICES AND PROGRAMS. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 495 | TotalEmployeeCnt |
| Total Volunteers | 303 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,494 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,025 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,305,772 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,191,863 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$196,629 | PYInvestmentIncomeAmt |
| CY Investment Income | -$32,413 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $20,130,637 | PYTotalRevenueAmt |
| CY Total Revenue | $21,161,475 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $48,236 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,200,997 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,354,490 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,257,420 | PYOtherExpensesAmt |
| CY Other Expenses | $9,824,609 | CYOtherExpensesAmt |
| PY Total Expenses | $19,458,417 | PYTotalExpensesAmt |
| CY Total Expenses | $20,227,335 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $672,220 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $934,140 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $81,404,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,466,569 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $80,798,026 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,283,441 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $606,443 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$816,872 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO CREATE LIFE-ENRICHING COMMUNITIES BY EMBRACING ALL GENERATIONS THROUGH INNOVATIVE SERVICES AND PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,710,608 | ExpenseAmt |
| Grant | $48,236 | GrantAmt |
| Revenue | $21,191,863 | RevenueAmt |
| Desc | INTERGENERATIONAL LIVING & HEALTH CARE, INC. (ILHC), A MINNESOTA NONPROFIT CORPORATION, IS AN ORGANIZATION PIONEERING PROGRAMS FOR CHILDREN AND SENIORS. THE MISSION OF ILHC INCLUDES STRENGTHENING CONNECTIONS AND UNDERSTANDING BETWEEN GENERATIONS, PROVIDING ENRICHING EDUCATIONAL OPPORTUNITIES FOR CHILDREN, ENHANCING THE WELL-BEING OF CHILDREN AND OLDER ADULTS, AND SERVING INDIVIDUALS FROM ALL BACKGROUNDS, REGARDLESS OF FINANCIAL RESOURCES. IN ORDER TO ACCOMPLISH THIS MISSION, ILHC SPONSORS EDUCATIONAL CENTERS AND PROGRAMS FOR YOUTH HOUSING AND SERVICES FOR SENIORS, INTERGENERATIONAL PROGRAMS THAT LINK CHILDREN AND OLDER ADULTS. ILHC IS MADE UP OF VARIOUS SENIOR LIVING COMMUNITIES, A FOUNDATION, AND A DAYCARE CENTER. ILHC HAS COMMUNITIES IN MINNESOTA, MONTANA AND SOUTH DAKOTA. THESE ENTITIES ARE REFERRED TO AS VALLEY VIEW ESTATES HEALTH & REHABILITATION, THE INN ON WESTPORT, THE COMMONS ON MARICE AND INTERGENERATIONAL LEARNING CENTER. VALLEY VIEW ESTATES HEALTH & REHABILITATION, HAMILTON, MONTANA IS A LONG-TERM CARE COMMUNITY THAT SERVES UP TO 98 OLDER ADULTS. VALLEY VIEW ESTATES HOST NUMEROUS ACTIVITIES THAT PROMOTE INTERGENERATIONAL LEARNING PROGRAMS FOR SENIORS AND CHILDREN. OUR COMMUNITY PARTNERS WITH LOCAL SCHOOLS OF ALL VARYING AGES TO PARTICIPATE IN ACTIVITIES, SUCH AS PUMPKIN CARVING WITH ELEMENTARY STUDENTS IN THE FALL OR HIGH SCHOOL STUDENTS COMING TO EXCHANGE LIFE STORIES WITH OUR RESIDENTS. VALLEY VIEW ESTATES HEALTH AND REHABILITATION CONTINUES ITS PARTNERSHIP WITH VARIOUS ORGANIZATIONS THROUGHOUT THE COMMUNITY. THE BITTERROOT SPECIAL OLYMPICS HAS BEEN AN ONGOING ORGANIZATION THAT OUR FACILITY HAS SUPPORTED THROUGHOUT THE YEARS, RECEIVING RECOGNITION AS A COMMUNITY PARTNER. WE CONTINUE TO HOST THE ALZHEIMER'S SUPPORT GROUP TWICE A MONTH, WHICH EDUCATES PARTICIPANTS ON POWERS OF ATTORNEY, CARE PLANNING, AND DIFFERENCES BETWEEN MEDICARE AND MEDICAID. OUR COMMUNITY ALSO PARTNERS WITH AMERICAN LEGION VETERANS TO COME IN AND SPEAK WITH OUR VETERAN RESIDENTS EVERY MONTH. THROUGHOUT 2019, THE FACILITY HAS BEEN ABLE TO PARTICIPATE IN NEW EVENTS, SUCH AS FUNDRAISING FOR MISS MONTANA TO NORMANDY, TO CELEBRATE THE 75TH ANNIVERSARY OF D-DAY. THE INN ON WESTPORT, SIOUX FALLS, SOUTH DAKOTA, OFFERS A FULL RANGE OF CARE AND SERVICES INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, AND MEMORY CARE IN 133 SENIOR LIVING APARTMENTS IN A BEAUTIFUL, HOME-LIKE ENVIRONMENT. OUR GOAL IS TO HAVE EVERY RESIDENT AT THE INN ON WESTPORT ENJOY EACH DAY WITH THE MAXIMUM INDEPENDENCE AND THE HIGHEST QUALITY OF LIFE, HEALTH AND WELL-BEING. AT THE INN ON WESTPORT, OUR "AGING IN PLACE" PHILOSOPHY ALLOWS RESIDENTS TO REMAIN IN THEIR APARTMENT HOME WITH HEALTH SERVICES DELIVERED DIRECTLY TO THEM. TO SUPPORT THE MISSION OF ILHC AT THIS SENIOR LIVING COMMUNITY, STUDENTS OF ALL AGES GATHER FOR VARIOUS ACTIVITIES HOSTED BY THE LOCAL DAYCARES, SCHOOLS AND CHURCHES. THE INN ON WESTPORT ALSO SUPPORTS THE MISSION OF ILHC THROUGH OTHER VARIOUS CHARITABLE INITIATIVES SUCH AS: RENT REDUCTION A PROGRAM THAT OFFERS REDUCED RATES FOR RESIDENTS TO LIVE AT THE COMMUNITY DUE TO INCOME QUALIFICATIONS. (VALUE: 2019 - $56,340) (ESTIMATED VALUE: 2020 - $59,280). ROCK STEADY BOXING DISCOUNTS A FITNESS PROGRAM FOR THOSE WITH PARKINSON'S DISEASE (VALUE: $7,170). MEALS ON WHEELS A PROGRAM WHERE AN EMPLOYEE AND A RESIDENT DRIVE WEEKLY TO DELIVER NOON MEALS TO HOME BOUND ELDERLY IN THE SIOUX FALL COMMUNITY (VALUE: $1,125). ALZHEIMER'S AND PARKINSON'S ASSOCIATIONS. THE INN ON WESTPORT HOSTS EVENTS FOR BOTH AGENCIES AND SPONSORS AND PARTICIPATES IN THEIR ANNUAL FUNDRAISERS (VALUE- $2,000). HOLIDAY CLEARING HOUSE EMPLOYEES AND RESIDENTS ADOPT A FAMILY DURING THE HOLIDAYS AND ARE GIVEN A LIST OF NEEDS AND WANTS. ITEMS ARE GIVEN OR MONEY IS DONATED TO PURCHASE ITEMS AND IS PRESENTED IN PERSON (NON-CASH VALUE: $700). CENTER FOR ACTIVE GENERATIONS SPONSOR MONTHLY BINGO WITH PRIZES AND GOURMET GUYS ANNUAL FUNDRAISER AT THE LOCAL CENTER FOR SENIORS AND A COMMUNITY TASTE-TESTING EVENT (VALUE: $1,000). KIWANIS CLUB EMPLOYEES ARE MEMBERS OF LOCAL SERVICE CLUB AND RESIDENTS ATTEND SPECIAL EVENTS AS FUNDRAISERS (VALUE: $150). SPONSOR: EMPLOYEE SCHOLARSHIPS (VALUE: $2,000). COALITION ON AGING MEMBERSHIP AND STAFF PARTICIPATION (VALUE: $300). NEW HAVEN MINISTRIES DONATION TO ANNUAL FUNDRAISER AND GOLF EVENT ($800). AVERA CARE HOSPICE BUTTERFLY EVENT, (NON-CASH VALUE $300). FEEDING SENIORS NOW IS AN ORGANIZATION THAT COLLECTS FOOD FOR IN-NEED SENIORS (NON-CASH VALUE $150). THE COMMONS ON MARICE, LOCATED IN EAGAN, MINNESOTA, IS A GRACIOUS SENIOR LIVING COMMUNITY THAT OFFERS 147 RESIDENCES WHERE SENIORS CAN CHOOSE INDEPENDENT LIVING, ASSISTED LIVING, OR CARE SUITES. THE COMMONS OFFERS AROUND-THE-CLOCK STAFFING OF NURSES AND CERTIFIED NURSING ASSISTANTS TO ASSIST WITH PERSONAL AND HEALTH-RELATED SERVICES. THE MEMORY CARE COMMUNITY WITHIN THE COMMONS, ALSO KNOWN AS PEARL GARDEN, CARES FOR INDIVIDUALS WITH ALZHEIMER'S DISEASE OR DEMENTIA, AND IS DESIGNED WITH A RESIDENTIAL FEEL TO ASSIST RESIDENTS WITH FAMILIARIZING THEMSELVES TO THEIR SURROUNDINGS WITH A HOMELIKE ENVIRONMENT. THE GOAL IS TO MAXIMIZE INDEPENDENCE WHILE MAINTAINING A SAFE ENVIRONMENT. THE COMMONS ON MARICE OFFERS WHAT FEW OTHER SENIOR COMMUNITIES CAN, AN OPPORTUNITY TO INTERACT IN MEANINGFUL WAYS WITH CHILDREN. THE INTERGENERATIONAL LEARNING CENTER, LOCATED ONE BLOCK AWAY, PROVIDES BOTH CHILDREN AND OLDER ADULTS WITH EXTRAORDINARY OPPORTUNITIES FOR SHARING AND LEARNING. THE INTERGENERATIONAL LEARNING CENTER CARES FOR CHILDREN SIX WEEKS TO EIGHT YEARS OF AGE. THE AGES ENTWINED PROGRAMMING NOT ONLY HELPS DEVELOP CONFIDENCE, SKILLS AND SELF-ESTEEM FOR THE CHILDREN, IT ALSO BUILDS MEANINGFUL RELATIONSHIPS WITH THE RESIDENTS OF THE COMMONS ON MARICE. IN ADDITION TO THE INTERGENERATIONAL LEARNING CENTER, THE COMMONS ON MARICE ALSO SUPPORTS THE MISSION OF ILHC (INTERGENERATIONAL LIVING AND HEALTH CARE) THROUGH OTHER VARIOUS CHARITABLE INITIATIVES SUCH AS THE ELDERLY WAIVER PROGRAM. THE ELDERLY WAIVER PROGRAM IS THE MINNESOTA STATE MEDICAID PROGRAM FOR LICENSED ASSISTED LIVING FACILITIES THAT CHOOSE TO PARTICIPATE. THE COMMONS ON MARICE DISCOUNTED CARE SERVICES TOTAL $626,922 UNDER THE STATE MEDICAID PROGRAM IN 2019. IN 2020, THE COMMONS ON MARICE WILL LIKELY DISCOUNT AN ESTIMATED $537,359 FOR RESIDENTS WHO LIVE WITH US AND RECEIVE ELDERLY WAIVER SERVICES. FEED MY STARVING CHILDREN (FMSC) IN EAGAN, MINNESOTA, IS A GLOBAL CHARITY, WORKING WITH MINISTRIES AROUND THE WORLD TO SERVE HUNGRY CHILDREN. OUR COMMUNITY ASSISTS IN THIS MISSION THROUGH VOLUNTEERISM OF RESIDENTS AND STAFF. JANUARY- THE RESIDENTS OF THE COMMONS ON MARICE, MADE 48 VALENTINES FOR VETERANS. ALL VALENTINES WERE DELIVERED TO THE VETERANS AND THEIR WIVES IN OUR COMMUNITY (VALUE: $20.00) FEBRUARY: RESIDENTS OF THE COMMONS ON MARICE MADE SIX FLEECE BLANKETS AND DONATED THOSE BLANKETS TO THE LOCAL PET SHELTER (VALUE: $146.01) MARCH: RESIDENTS OF THE COMMONS ON MARICE ASSISTED STAFF WITH MAKING "THANK YOU GIFT BAGS" FOR ALL OF OUR VOLUNTEERS FOR VOLUNTEER APPRECIATION WEEK (VALUE: $150.00). APRIL: RESIDENTS MADE 10 THANK YOU GIFT BASKETS WITH GOODIES FOR THE NURSING STAFF (VALUE: $42.85). MAY: RESIDENTS ASSISTED STAFF IN MAKING 10 CARE PACKAGE BAGS OF PERSONAL ESSENTIALS (SHAMPOO, CONDITIONER, TOOTHPASTE/TOOTHBRUSH, LOTION AND RAZORS) AND DONATED THOSE BAGS TO THE DAKOTA WOODLANDS HOMELESS SHELTER FOR WOMAN (VALUE: $120) JUNE: RESIDENTS MADE EIGHT CHEMO CARE PACKAGES FOR KIDS AND DELIVERED TO CHILDREN'S HOSPITAL'S CHEMOTHERAPY DEPARTMENT. THESE PACKAGES INCLUDED A WATER BOTTLE, SNACKS, PUZZLE BOOKS, CRAYONS, MARKERS, PUZZLES, LIP BALM AND WATERCOLOR PAINTS (VALUE: $100.00) JULY: RESIDENTS ASSISTED WITH DELIVERING ALL THREE LOVING SERVICE PROJECTS TO DAKOTA WOODLANDS (EAGAN), ANIMAL HUMANE SOCIETY (ST. PAUL) AND CHILDREN'S HOSPITAL (ST. PAUL). AUGUST: RESIDENTS ASSISTED STAFF WITH MAKING EIGHT BACKPACKS FILLED WITH SCHOOL SUPPLIES (PENS, PENCILS, PAPER, MARKERS, CRAYONS, KLEENEX, WATERCOLOR PAINT, SNACKS, NOTEBOOKS) AND DONATED THE BACKPACKS TO NORTHVIEW ELEMENTARY SCHOOL IN EAGAN (VALUE: $120.00). SEPTEMBER: RESIDENTS AND THEIR FAMILY MEMBERS MADE 18 FLEECE DOG PULL TOYS AND DONATED THEM TO THE LOCAL PET SHELTER (VALUE: $20.00) OCTOBER: RESIDENTS MADE PUDDING TURKEYS AND DONATED THEM TO LOCAL MEALS ON WHEELS (VALUE: $10:00) NOVEMBER: RESIDENTS MADE CHRISTMAS STOCKINGS FULL OF GIFTS (LOTIONS, SOCKS, HOLIDAY TREATS, MITTENS, GLOVES, SHAMPOO/CONDITIONER, LIP BALM, NAIL POLISH) AND DONATED THE STOCKINGS TO THE DAKOTA WOODLANDS WOMEN'S SHELTER (VALUE: $120:00). DECEMBER, THE COMMONS ON MARICE JOINED EFFORTS WITH TOYS 4 MILITARY KIDS, A PROGRAM STARTED BY A VIETNAM VETERAN SHORTLY AFTER THE EVENTS OF 911 TO HELP PROVIDE TOYS TO CHILDREN OF PARENTS SERVING OUR COUNTRY DURING THE HOLIDAY SEASON. A DONATION BOX WAS MADE AVAILABLE AND PLACED IN OUR COMMUNITY'S LOBBY FOR RESIDENTS, VISITORS, AND STAFF TO DONATE NEW TOYS. OVER 5 LARGE BAGS/BOXES OF TOYS WERE GATHER | Desc |
| Total Program Service Expenses | $14,710,608 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 116 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 495 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOODMAN GROUP LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9523618000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 HAZELTINE BLVD SUITE 200 | AddressLine1Txt |
| City | CHASKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55318 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JENNIE CLARKE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $12,875 | $0 | $0 | |
| ELAINE BURTON | ||||||
| PRESIDENT | 1.00 | Yes (X) | $11,275 | $0 | $0 | Yes (X) |
| THOMAS A EGAN | ||||||
| SECRETARY | 1.00 | Yes (X) | $10,775 | $0 | $0 | Yes (X) |
| JOHN KAIYALETHE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $10,775 | $0 | $0 | |
| JOSEPH GUERTIN | ||||||
| TREASURER (THRU APRIL 2019) | 1.00 | Yes (X) | $2,755 | $0 | $0 | Yes (X) |
| WENDY HARDEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $48,455 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE GOODMAN GROUP LLC | |||||
| 1107 HAZELTINE BLVD SUITE 200 | CHASKA | MN | 55318 | MANAGEMENT, ACCOUNT, LEGAL, ADMINISTRATI | $1,569,387 |
| JOHN B GOODMAN LIMITED PARTNERSHIP | |||||
| 1107 HAZELTINE BLVD SUITE 200 | CHASKA | MN | 55318 | CONSTRUCTION MANAGEMENT AND DEVELOPMENT | $321,258 |
| PREMERE REHABINFINITY REHAB | |||||
| 25117 SW PKWAY AVE SUITE D | WILSONVILLE | OR | 97070 | THERAPY | $174,403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,025 | AllOtherContributionsAmt |
| Total Contributions | $2,025 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICES | 623990 | $13,362,682 | $13,362,682 |
| ANCILLARY SERVICES | 623990 | $7,519,234 | $7,519,234 |
| OTHER OPERATING REVENUE | 623990 | $309,947 | $309,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,191,863 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,024 | TotalRevenueColumnAmt |
| Exclusion | $28,024 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $60,437 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$60,437 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$60,437 | TotalRevenueColumnAmt |
| Exclusion | -$60,437 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,161,475 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,191,863 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$32,413 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,236 | TotalAmt |
| Program Services | $48,236 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,455 | TotalAmt |
| Management And General | $48,455 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,630,633 | TotalAmt |
| Program Services | $7,249,540 | ProgramServicesAmt |
| Management And General | $1,381,093 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,872 | TotalAmt |
| Program Services | $106,760 | ProgramServicesAmt |
| Management And General | $30,112 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $894,747 | TotalAmt |
| Program Services | $697,911 | ProgramServicesAmt |
| Management And General | $196,836 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,783 | TotalAmt |
| Program Services | $502,150 | ProgramServicesAmt |
| Management And General | $141,633 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,348,187 | TotalAmt |
| Management And General | $1,348,187 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,096 | TotalAmt |
| Management And General | $116,096 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,359 | TotalAmt |
| Management And General | $206,359 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,108,479 | TotalAmt |
| Program Services | $518,955 | ProgramServicesAmt |
| Management And General | $589,524 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,397 | TotalAmt |
| Program Services | $14,577 | ProgramServicesAmt |
| Management And General | $436,820 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,686 | TotalAmt |
| Program Services | $17,795 | ProgramServicesAmt |
| Management And General | $301,891 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,169,919 | TotalAmt |
| Program Services | $990,679 | ProgramServicesAmt |
| Management And General | $179,240 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,446 | TotalAmt |
| Program Services | $2,436 | ProgramServicesAmt |
| Management And General | $98,010 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,067,839 | TotalAmt |
| Program Services | $1,067,839 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,609,219 | TotalAmt |
| Program Services | $1,609,219 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,814 | TotalAmt |
| Management And General | $367,814 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD COSTS | $805,066 | $805,066 | |
| TAXES | $468,890 | $468,890 | |
| OTHER | $392,030 | $317,373 | $74,657 |
| EQUIPMENT RENTAL AND MA | $166,506 | $166,506 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,676 | TotalAmt |
| Program Services | $126,676 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,227,335 | TotalAmt |
| Program Services | $14,710,608 | ProgramServicesAmt |
| Management And General | $5,516,727 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,742,527 | BOYAmt |
| EOY | $2,991,954 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $701,241 | BOYAmt |
| EOY | $713,684 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $90,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,964 | BOYAmt |
| EOY | $47,539 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,275 | BOYAmt |
| EOY | $182,759 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $48,083,298 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,907,114 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,907,623 | BOYAmt |
| EOY | $23,176,184 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,290,214 | BOYAmt |
| EOY | $4,152,331 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,046,053 | BOYAmt |
| EOY | $3,112,118 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,404,469 | BOYAmt |
| EOY | $34,466,569 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,874,541 | BOYAmt |
| EOY | $1,836,972 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,710 | BOYAmt |
| EOY | $114,736 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,900,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,247 | BOYAmt |
| EOY | $39,365 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,599,464 | BOYAmt |
| EOY | $33,292,368 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,064 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,798,026 | BOYAmt |
| EOY | $35,283,441 | 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 | $606,443 | BOYAmt |
| EOY | -$816,872 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $606,443 | BOYAmt |
| EOY | -$816,872 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,404,469 | BOYAmt |
| EOY | $34,466,569 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $934,140 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$963,624 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$1,393,831 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,025 | CurrentTaxYearAmt |
| Total | $224,010 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,326,566 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,671,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,110,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,305,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,191,863 | CurrentTaxYearAmt |
| Total | $100,606,497 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,382,246 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,762,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,164,414 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,327,256 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,193,888 | CurrentTaxYearAmt |
| Total | $100,830,507 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $100,830,507 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,885 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,321 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,024 | CurrentTaxYearAmt |
| Total | $45,173 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,885 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,321 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,024 | CurrentTaxYearAmt |
| Total | $45,173 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,389,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,767,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,167,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,328,702 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,221,912 | CurrentTaxYearAmt |
| Total | $100,875,680 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99970 | PublicSupportPY509Pct |
| Investment Income CY | 0.00040 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00030 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,816,310 | OtherCostOrOtherBasisAmt |
| Book Value | $1,816,310 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,603,473 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,297,940 | DepreciationAmt |
| Book Value | $18,305,533 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,093,347 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,406,937 | DepreciationAmt |
| Book Value | $2,686,410 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,570,168 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,202,237 | DepreciationAmt |
| Book Value | $367,931 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,176,184 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN NON-PROFIT CORPORATION | Desc |
| Book Value | $4,152,331 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,152,331 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ESCROW DEPOSITS | $271,104 |
| REPLACEMENT RESERVE ACCOUNT | $2,779,722 |
| TENANT/PATIENT FUNDS HELD IN TRUST | $61,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,112,118 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,219,887 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,219,887 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$58,412 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$58,412 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,161,475 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,679,578 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,452,243 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,452,243 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,227,335 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,227,335 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | PATIENT/TENANT SECURITY DEPOSITS TOTALING $39,365 |
| PART X, LINE 2: | THE COMPANY IS EXEMPT FROM TAXATION AS A NONPROFIT ORGANIZATION IN ACCORDANCE WITH 501(C)(3) OF THE INTERNAL REVENUE CODE. THE COMPANY FOLLOWS THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION 740-10 INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE COMPANY HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND THE STATE JURISDICTION WHERE IT OPERATES. THE COMPANY BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE COMPANY'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE COMPANY HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2018. THE COMPANY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX OPEN TAX PERIODS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CHARITABLE REVENUE INCLUDED IN EXPENSE 2,025. LOSS ON DISPOAL OF PROPERTY AND EQUIPMENT NETTED WITH REVENUE -60,437. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON EQUITY METHOD OF ACCOUNTING FOR INVESTMENTS IN OUTSIDE PROJECTS 1,393,831. CHARITABLE REVENUE INCLUDED IN EXPENSE -2,025. LOSS ON DISPOSAL OF PROPERTY INCLUDED ON STATEMENT OF REVENUES 60,437. |
| PART X, LINE 21 | PATIENT/TENANT SECURITY DEPOSITS TOTALING $39,365 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN ARIZONA SENIOR LIVING COMMUNITY LLC | ||||||||||
| 1107 HAZELTINE BOULEVARD SUITE 200 | CHASKA | MN | 55318 | 860906621 | 501(C)3 | $25,000 | $0 | N/A | N/A | PROGRAM SUPPORT |
| ILHC OF STILLWATER LLC | ||||||||||
| 1107 HAZELTINE BOULEVARD SUITE 200 | CHASKA | MN | 55318 | 815328058 | 501(C)3 | $19,902 | $0 | N/A | N/A | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail (5 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| ILHC OF STILLWATER | |||||||||
| BUILDING | 2019-05-01 | $36,781,647 | BOOK VALUE | 815328058 | 1107 HAZELTINE BOULEVARD SUITE | CHASKA | MN | 55318 | 501(C)(3) |
| ILHC OF STILLWATER | |||||||||
| ASSETS LIMITED AS TO USE | 2019-05-01 | $13,259,596 | CASH | 815328058 | 1107 HAZELTINE BOULEVARD SUITE | CHASKA | MN | 55318 | 501(C)(3) |
| ILHC OF STILLWATER | |||||||||
| NOTES RECEIVABLE RELATED PARTY | 2019-05-01 | $90,000 | COST | 815328058 | 1107 HAZELTINE BOULEVARD SUITE | CHASKA | MN | 55318 | 501(C)(3) |
| ILHC OF STILLWATER | |||||||||
| ACCOUNTS RECEIVABLE OTHER | 2019-05-01 | $4,000 | COST | 815328058 | 1107 HAZELTINE BOULEVARD SUITE | CHASKA | MN | 55318 | 501(C)(3) |
| ILHC OF STILLWATER | |||||||||
| CASH | 2019-05-01 | $532,474 | CASH | 815328058 | 1107 HAZELTINE BOULEVARD SUITE | CHASKA | MN | 55318 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (1) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | Yes (1) | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 2E: | PERSON(S) INVOLVED: ELAINE R. BURTON, JENNIE A. CLAREKE AND THOMAS A. EGAN |
| PART II, LINE 2E: | EXPLANATION OF INVOLVEMENT: BECAME MEMBERS OF THE BOARD OF ILHC STILLWATER AND ARE ENTITLED TO COMPENSATION AS BOARD MEMBERS THAT WILL BE PAID BE ILHC OF STILLWATER. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE GOODMAN GROUP, LLC, AN ENTITY WITH COMMON OWNERSHIP OF THE ORGANIZATION, MANAGES THE ORGANIZATION'S FACILITIES. MANAGEMENT FEES ARE INCURRED PURSUANT TO MANAGEMENT AGREEMENTS. IN ACCORDANCE WITH THE AGREEMENTS, MANAGEMENT FEES RANGE FROM $2,300 PER MONTH TO 6.5% OF GROSS RECEIPTS. THE ORGANIZATION PAYS THE GOODMAN GROUP, LLC AN ACCOUNTING SERVICES FEE. THE ACCOUNTING FEE IS BASED UPON AN ALLOCATION OF THE COSTS OF ACCOUNTANTS, BOOKKEEPERS, PAYROLL TAXES, INSURANCE, THE COST OF DATA PROCESSING, AND OTHER ALLOCABLE COSTS. THE FEE IS CHARGED TO ALL ORGANIZATIONS MANAGED BY THE GOODMAN GROUP, LLC ON A PRO RATA ALLOCATION BASED ON NET REVENUES EARNED. THE ORGANIZATION PAYS THE GOODMAN GROUP, LLC AN IT FEE. THE IT FEE IS BASED UPON AN ALLOCATION OF THE COSTS OF INFORMATION TECHNOLOGY AND RELATED SERVICES. THE FEE IS CHARGED TO ALL ORGANIZATIONS MANAGED BY THE GOODMAN GROUP, LLC ON A PRO RATA ALLOCATION BASED ON COMPUTER UNITS. THE GOODMAN GROUP, LLC ALSO PROVIDES LEGAL SERVICES, WHICH ARE CHARGED TO THE ORGANIZATION ON A PER HOUR BASIS BASED ON ACTUAL COSTS INCURRED. |
| FORM 990, PART VI, SECTION A, LINE 8B | NO INDIVIDUAL COMMITTEE CREATED BY THE BOARD HAS THE BROAD AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE CONTROLLER AND CPAS OF THE MANAGEMENT COMPANY. THE FORM 990 IS GIVEN TO EACH BOARD MEMBER IN ADVANCE OF A SCHEDULED MEETING OF THE BOARD FOR THEIR REVIEW. THERE IS DISCUSSION OF THE FORM 990 AT THE BOARD MEETING WITH THE PREPARERS AND THE MANAGEMENT COMPANY'S REPRESENTATIVE PRIOR TO BOARD APPROVAL OF THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECTORS, OFFICERS, COMMITTEE MEMBERS AND KEY EMPLOYEES OF THE ILHC ENTITIES OWE SUCH ENTITIES A DUTY OF GOOD FAITH LOYALTY. THUS, PERSONS HOLDING SUCH POSITIONS MAY NOT USE THEIR POSITIONS TO PROFIT PERSONALLY OR TO ASSIST OTHERS IN PROFITING IN ANY WAY AT THE EXPENSE OF ANY OF THE ILHC ENTITIES. CONSEQUENTLY, RESPONSIBLE PERSONS ARE REQUIRED TO DISCLOSE ALL CONFLICTS OF INTEREST DISCLOSED PROMPTLY AND FULLY TO THE CHAIR OF THE BOARD AND THE CHIEF EXECUTIVE OFFICER OF ILHC, WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD. IF A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST EXISTS, THE PERSON WITH SUCH CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE AFFAIRS OF ANY ILHC ENTITY IN CONNECTION WITH THE SPECIFIC CONTRACT, TRANSACTION OR RELATIONSHIP THAT FORMS THE BASIS OF SUCH CONFLICT OF INTEREST, EXCEPT AS EXPRESSLY PERMITTED UNDER THIS POLICY. EACH POTENTIAL CONFLICT OF INTEREST MUST BE PRESENTED TO THE BOARD (OR A COMMITTEE DESIGNATED BY THE BOARD) FOR AUTHORIZATION, APPROVAL OR RATIFICATION. THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO ILHC. THE DECISION OF THE BOARD ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF ILHC AND THE ADVANCEMENT OF ITS PURPOSE. THE DISCLOSING PERSON SHALL MAKE A PROMPT, FULL AND FRANK DISCLOSURE OF HIS OR HER INTEREST AND SHALL INCLUDE ANY KNOWN, RELEVANT AND MATERIAL FACTS ABOUT THE CONTRACT OR TRANSACTION, INCLUDING ALL AREAS THAT MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO ILHC'S INTERESTS OR TO BE BENEFICIAL TO THE DISCLOSING PERSON. THE PERSON WITH THE POTENTIAL CONFLICT OF INTEREST SHALL BE EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION, EXCEPT AS EXPRESSLY REQUESTED BY THE BOARD (OR OTHER DESIGNATED COMMITTEE) AND SUCH PERSON SHALL NOT BE COUNTED IN DETERMINING ANY NECESSARY QUORUM OR APPROVAL FOR ACTION TO BE TAKEN. AFTER DISCLOSURE, TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE PERMITTED TO BE UNDERTAKEN IF A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS, IF APPLICABLE OR THE BOARD HAS DETERMINED THAT THE TERMS OF THE TRANSACTION ARE FAIR AND REASONABLE; AND THE BOARD HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION REVIEWS AND APPROVES COMPENSATION LEVELS ANNUALLY DURING BUDGET REVIEW, INCLUDING PAY LEVELS FOR KEY EMPLOYEES. TO FACILITATE THIS REVIEW, THE ORGANIZATION UTILIZES AN INDEPENDENT MANAGEMENT COMPANY TO RESEARCH AND RECOMMEND PAY LEVELS. THE MANAGEMENT COMPANY HAS OVER 50 YEARS OF EXPERIENCE IN THE SENIOR HOUSING AND PROPERTY MANAGEMENT INDUSTRY WITH NUMEROUS RESOURCES TO INDEX. KEY EMPLOYEES WOULD INCLUDE EXECUTIVE DIRECTORS AND LEADERSHIP AT THE WHOLLY OWNED ENTITIES OF THE ORGANIZATION, AS WELL AS, RECOMMENDATIONS OF PAY LEVELS FOR MEMBERS AND OFFICERS OF THE BOARD OF DIRECTORS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART X, LINE 12 | THE ENTITY OWNS 50% EQUITY IN NORTHERN ARIZONA SENIOR LIVING COMMUNITY, LLC, VALUED BY THE EQUITY METHOD. THIS INVESTMENT DOES NOT MEET THE 5% OF TOTAL ASSETS THRESHOLD TO BE INCLUDED ON THE SCHEDULE D, PART X, BUT IT IS CONSIDERED A CLOSELY-HELD COMPANY. |
| FORM 990, PART XI, LINE 9: | LOSS ON EQUITY METHOD OF ACCOUNTING FOR INVESTMENTS IN OUTSIDE PROJECTS -1,393,831. |
| FORM 990, PART XII, LINE 2C | THE FINANCIAL STATEMENTS ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE STATEMENTS ARE REVIEWED AND APPROVED BY THE BOARD BEFORE BEING ISSUED. THE PROCESS IS CONSISTENT WITH THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| ILHC OF SIOUX FALLS LLC | |||||||||
| 1107 HAZELTINE BOULEVARD SUITE 200 | CHASKA | MN | 55318 | 263697613 | SENIOR LIVING | SD | $6,781,453 | $10,314,665 | ILHC INC |
| ILHC OF EAGAN LLC | |||||||||
| 1107 HAZELTINE BOULEVARD SUITE 200 | CHASKA | MN | 55318 | 262956952 | SENIOR LIVING | MN | $9,329,518 | $13,960,164 | ILHC INC |
| ILHC OF HAMILTON LLC | |||||||||
| 1107 HAZELTINE BOULEVARD SUITE 200 | CHASKA | MN | 55318 | 271387039 | SENIOR LIVING | MT | $4,232,805 | $2,990,341 | ILHC INC |
| ILHC OF STILLWATER LLC | |||||||||
| 1107 HAZELTINE BOULEVARD SUITE 200 | CHASKA | MN | 55318 | 815328058 | SENIOR LIVING | MN | $1,292,851 | $39,953,208 | SEE PART VII |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I (4) | FormAndLineReferenceDesc |
| Explanation | ILHC OF STILLWATER IS 50% OWNED BY INTERGENERATIONAL LIVING & HEALTH CARE AND 50% BY THE THE GOODMAN FAMILY OPERATING FOUNDATION. | ExplanationTxt |
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