BETA

AGEBETTER INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
AGEBETTER INC (EIN 39-1969761)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-06
IRS object ID
202023119349301362
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

FieldValueIRS element (for citing)
Return2020-11-06T12:22:14-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5946AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537050946ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391969761EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AGEBETTER INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAGEBBusinessNameControlTxt
Phone6082304321PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16209 MINERAL POINT RD NO 210AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53705ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHEIDI LAUHONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6082304321PhoneNum
Signature2020-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES G GRAHAMPreparerPersonNm
PTINP00006111PTIN
Phone6088332612PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.187.86.34IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-04IPDt
IP Tm15:10:31IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdBA2E150EDEAB49C8C46800AF288C6F52E33AE392AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANN ALBERTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16209 MINERAL POINT RD NO 210AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53705ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$357,084GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AGEBETTERTODAY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE MISSION OF AGEBETTER, INC. IS TO WORK COLLABORATIVELY WITH OLDER PEOPLE, THEIR FAMILIES, CAREGIVERS, PHYSICIANS, PAYERS, PROVIDERS, AND EDUCATORS TO ENHANCE THEIR HEALTH, WELLNESS, INDEPENDENCE, AND QUALITY OF LIFE.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers105TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$136,689PYContributionsGrantsAmt
CY Contributions Grants$217,651CYContributionsGrantsAmt
PY Program Service Revenue$137,371PYProgramServiceRevenueAmt
CY Program Service Revenue$130,499CYProgramServiceRevenueAmt
PY Investment Income$388PYInvestmentIncomeAmt
CY Investment Income$542CYInvestmentIncomeAmt
PY Other Revenue$2,576PYOtherRevenueAmt
CY Other Revenue$2,918CYOtherRevenueAmt
PY Total Revenue$277,024PYTotalRevenueAmt
CY Total Revenue$351,610CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$173,873PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$225,330CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$79,841PYOtherExpensesAmt
CY Other Expenses$97,456CYOtherExpensesAmt
PY Total Expenses$253,714PYTotalExpensesAmt
CY Total Expenses$322,786CYTotalExpensesAmt
PY Revenues Less Expenses$23,310PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$28,824CYRevenuesLessExpensesAmt
Total Assets BOY$162,800TotalAssetsBOYAmt
Total Assets EOY$193,609TotalAssetsEOYAmt
Total Liabilities BOY$68,872TotalLiabilitiesBOYAmt
Total Liabilities EOY$70,857TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$93,928NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$122,752NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF AGEBETTER, INC. IS TO WORK COLLABORATIVELY WITH OLDER PEOPLE, THEIR FAMILIES, CAREGIVERS, PHYSICIANS, PAYERS, PROVIDERS, AND EDUCATORS TO ENHANCE THEIR HEALTH, WELLNESS, INDEPENDENCE, AND QUALITY OF LIFE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$285,471ExpenseAmt
Revenue$130,499RevenueAmt
DescTHE SHARING ACTIVE INDEPENDENT LIVES (SAIL) PROGRAM OFFERS SENIOR ADULTS THE SUPPORT THEY NEED TO REMAIN ACTIVE, INDEPENDENT, AND IN THEIR OWN HOMES. THE SAIL PROGRAM GIVES SENIORS ACCESS TO PRE-SCREENED SERVICE PROVIDERS AND SUPPORTS SENIORS' OVERALL WELLNESS BY OFFERING SOCIAL PROGRAMS, VOLUNTEER SERVICES, AND TRANSPORTATION ASSISTANCE. THE SAIL PROGRAM IS OFFERED TO ADULTS 55 YEARS OF AGE OR OLDER WHO LIVE IN DANE COUNTY, WI.Desc
Total Program Service Expenses$285,471TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANN ALBERTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6082304445PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16209 MINERAL POINT ROADAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53705ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ANN ALBERT
EXECUTIVE DIRECTOR40.00Yes (X)$79,402$0$20,773
JENNIFER CURLISS
DIRECTOR UNTIL 09/30/20191.00$0$0$0Yes (X)
NELSON KLING
DIRECTOR UNTIL 10/31/20191.00$0$0$0Yes (X)
RUTH MARION
DIRECTOR1.00$0$0$0Yes (X)
KRISTEN PETERSON
DIRECTOR1.00$0$0$0Yes (X)
REGINALD HISLOP III
DIRECTOR1.00$0$0$0Yes (X)
BARBARA GESSNER
DIRECTOR, PRESIDENT1.00Yes (X)$0$0$0Yes (X)
MARY ANN DRESCHER
DIRECTOR, SECRETARY1.00Yes (X)$0$0$0Yes (X)
HEIDI LAUHON
DIRECTOR, TREASURER1.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$79,402TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$20,773TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$14,150FundraisingAmt
All Other Contributions$203,501AllOtherContributionsAmt
Total Contributions$217,651TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES621610$115,769$115,769
SAIL PROGRAM621610$12,912$12,912
MCF621610$1,308$1,308
CONSULTING621610$510$510
FieldValueIRS element (for citing)
Total Program Service Revenue$130,499TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$542TotalRevenueColumnAmt
Exclusion$542ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$8,302FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$14,150ContriRptFundraisingEventAmt
Fundraising Direct Expenses$5,474FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,828TotalRevenueColumnAmt
Exclusion$2,828ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$90TotalRevenueColumnAmt
Exclusion$90ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$90OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$351,610TotalRevenueColumnAmt
Related Or Exempt Func Income$130,499RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,460ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$100,176TotalAmt
Program Services$100,176ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$125,154TotalAmt
Program Services$125,154ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$13,913TotalAmt
Management And General$13,913ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$23,943TotalAmt
Program Services$21,354ProgramServicesAmt
Management And General$2,589ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$17,649TotalAmt
Management And General$17,649ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,683TotalAmt
Program Services$1,683ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,745TotalAmt
Program Services$1,745ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEMBER SERVICES$20,731$20,731
SUBSIDIZED SERVICES$10,206$10,206
BANK FEES$3,164$3,164
DUE AND SUBSCRIPTIONS$2,279$2,279

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,143TotalAmt
Program Services$2,143ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$322,786TotalAmt
Program Services$285,471ProgramServicesAmt
Management And General$37,315ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$300BOYAmt
EOY$300EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$148,943BOYAmt
EOY$159,824EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$8,212BOYAmt
EOY$32,085EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,345BOYAmt
EOY$1,400EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$162,800BOYAmt
EOY$193,609EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,887BOYAmt
EOY$11,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$58,985BOYAmt
EOY$59,857EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$68,872BOYAmt
EOY$70,857EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$93,928BOYAmt
EOY$122,752EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$93,928BOYAmt
EOY$122,752EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$162,800BOYAmt
EOY$193,609EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$28,824ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$251,908CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$242,129CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$241,444CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$248,300CurrentTaxYearMinus1YearAmt
Current Tax Year$333,420CurrentTaxYearAmt
Total$1,317,201TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$251,908CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$242,129CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$241,444CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$248,300CurrentTaxYearMinus1YearAmt
Current Tax Year$333,420CurrentTaxYearAmt
Total$1,317,201TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$88,836SubstantialContributorsTotAmt
Public Support Total170$1,228,365PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$340CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$200CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$121CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$388CurrentTaxYearMinus1YearAmt
Current Tax Year$542CurrentTaxYearAmt
Total$1,591TotalAmt
FieldValueIRS element (for citing)
Total Support$1,318,792TotalSupportAmt
Gross Receipts Rltd Activities$60,752GrossReceiptsRltdActivitiesAmt
Public Support CY1700.93140PublicSupportCY170Pct
Public Support PY1700.89240PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$46,336BeginningYearBalanceAmt
Contributions$1,776ContributionsAmt
Investment Earnings Or Losses$10,421InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,308GrantsOrScholarshipsAmt
Administrative Expenses$513AdministrativeExpensesAmt
End Year Balance$56,712EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$36,471BeginningYearBalanceAmt
Contributions$12,122ContributionsAmt
Investment Earnings Or Losses-$743InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,088GrantsOrScholarshipsAmt
Administrative Expenses$426AdministrativeExpensesAmt
End Year Balance$46,336EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,052BeginningYearBalanceAmt
Contributions$10,614ContributionsAmt
Investment Earnings Or Losses$3,979InvestmentEarningsOrLossesAmt
Grants Or Scholarships$893GrantsOrScholarshipsAmt
Administrative Expenses$281AdministrativeExpensesAmt
End Year Balance$36,471EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,820BeginningYearBalanceAmt
Contributions$11,135ContributionsAmt
Investment Earnings Or Losses$1,351InvestmentEarningsOrLossesAmt
Administrative Expenses$254AdministrativeExpensesAmt
End Year Balance$23,052EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$10,670ContributionsAmt
Investment Earnings Or Losses$150InvestmentEarningsOrLossesAmt
End Year Balance$10,820EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationFUNDS ARE TO BE USED FOR THE SAIL PROGRAM.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART 1, LINE 5:THE ORGANIZATION REPORTS "0" EMPLOYEES BECAUSE ALL EMPLOYEES ARE PAID VIA OAKWOOD LUTHERAN HOMES ASSOCIATION, INC., A MEMBER ORGANIZATION. THE ORGANIZATION REIMBURSED OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. FOR SALARY AND BENEFITS EXPENSES INCURRED IN CONNECTION WITH THE EMPLOYEES WHO PERFORM SERVICES ON ITS BEHALF.
FORM 990, PART VI, SECTION A, LINE 2JENNIFER CURLISS HAS A BUSINESS RELATIONSHIP WITH NELSON KLING AND REGINALD HISLOP III. HEIDI LAUHON HAS A BUSINESS RELATIONSHIP WITH REGINALD HISLOP. NELSON KLING AND REGINALD HISLOP HAVE BUSINESS RELATIONSHIP WITH BARBARA GESSNER IN THAT BOTH REPORT(ED) TO THE BOARD OF DIRECTORS, OF WHICH BARBARA GESSNER AT OAKWOOD VILLAGE IS A MEMBER OF. MARY ANN DRESCHER HAS A BUSINESS RELATIONSHIP WITH KRISTEN PETERSON IN THAT MARY ANN DRESCHER REPORTS TO THE BOARD OF DIRECTORS, OF WHICH KRISTEN PETERSON AT ATTIC ANGEL IS A MEMBER OF.
FORM 990, PART VI, SECTION A, LINE 6THE CORPORATION HAS TWO MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBERS APPOINT THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS INITIALLY REVIEWED BY THE BOARD'S DIRECTOR, HEIDI LUAHON. A PDF OF THE FINAL FORM 990, OR A PAPER COPY IF REQUESTED, IS SUBSEQUENTLY SENT TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS LOCATED IN THE AGEBETTER INFORMATION FILE AT THE ORGANIZATION'S ADDRESS.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION PROCESS FOR THE EXECUTIVE DIRECTOR, OFFICERS, AND KEY EMPLOYEES ARE MANAGED BY THEIR EMPLOYER FOR PAYROLL PURPOSES, OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. THE HR COMMITTEE OF THE OAKWOOD LUTHERAN HOMES ASSOCIATION BOARD REVIEWS THE COMPENSATION FOR KEY POSITIONS ON A REGULAR BASIS TO DETERMINE A GRADING AND COMPENSATION LEVEL APPROPRIATE FOR THE POSITIONS.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST.

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