BETA

AGEBETTER INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
AGEBETTER INC (EIN 39-1969761)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-12
IRS object ID
201903169349302095
Schema version
2018v3.1
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)
Return2019-11-12T10:17:28-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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)
PersonMARY ANN DRESCHERPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone6082304321PhoneNum
Signature2019-11-11SignatureDt
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 Address66.98.98.135IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-11IPDt
IP Tm14:13:40IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdA484AEC4C5497D9198E88648858B3B91BEA7E944AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

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$282,635GrossReceiptsAmt
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, AND PROVIDERS 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$129,145PYContributionsGrantsAmt
CY Contributions Grants$136,689CYContributionsGrantsAmt
PY Program Service Revenue$123,666PYProgramServiceRevenueAmt
CY Program Service Revenue$137,371CYProgramServiceRevenueAmt
PY Investment Income$121PYInvestmentIncomeAmt
CY Investment Income$388CYInvestmentIncomeAmt
PY Other Revenue$1,649PYOtherRevenueAmt
CY Other Revenue$2,576CYOtherRevenueAmt
PY Total Revenue$254,581PYTotalRevenueAmt
CY Total Revenue$277,024CYTotalRevenueAmt
PY Grants And Similar Paid$893PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$174,530PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$173,873CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$66,745PYOtherExpensesAmt
CY Other Expenses$79,841CYOtherExpensesAmt
PY Total Expenses$242,168PYTotalExpensesAmt
CY Total Expenses$253,714CYTotalExpensesAmt
PY Revenues Less Expenses$12,413PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$23,310CYRevenuesLessExpensesAmt
Total Assets BOY$145,998TotalAssetsBOYAmt
Total Assets EOY$162,800TotalAssetsEOYAmt
Total Liabilities BOY$75,057TotalLiabilitiesBOYAmt
Total Liabilities EOY$68,872TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$70,941NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$93,928NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF AGEBETTER, INC. IS TO WORK COLLABORATIVELY WITH OLDER PEOPLE, THEIR FAMILIES, CAREGIVERS, PHYSICIANS, PAYERS, AND PROVIDERS TO ENHANCE THEIR HEALTH, WELLNESS, INDEPENDENCE, AND QUALITY OF LIFE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$220,147ExpenseAmt
Revenue$137,371RevenueAmt
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$220,147TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document5IRPDocumentCnt
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 Other0CompensationProcessOtherInd
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)
Phone6082304321PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
RICK BOVA
DIRECTOR1.00Yes (X)$0$0$0
MARY ANN DRESCHER
DIRECTOR, SECRETARY1.00Yes (X)$0$0$0Yes (X)
BARBARA GESSNER
DIRECTOR, PRESIDENT1.00Yes (X)$0$0$0Yes (X)
BARBARA BERVEN
DIRECTOR1.00Yes (X)$0$0$0
RUTH MARION
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER CURLISS
DIRECTOR, TREASURER1.00Yes (X)$0$0$0Yes (X)
ANN ALBERT
EXECUTIVE DIRECTOR40.00$69,849$0$19,520Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$69,849TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$19,520TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$14,700FundraisingAmt
All Other Contributions$121,989AllOtherContributionsAmt
Total Contributions$136,689TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES621610$111,611$111,611
MEMBER ORGANIZATION RE621610$13,177$13,177
SAIL PROGRAM621610$10,905$10,905
MCF621610$1,088$1,088
CONSULTING621610$590$590
FieldValueIRS element (for citing)
Total Program Service Revenue$137,371TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$388TotalRevenueColumnAmt
Exclusion$388ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$8,187FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$14,700ContriRptFundraisingEventAmt
Fundraising Direct Expenses$5,611FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,576TotalRevenueColumnAmt
Exclusion$2,576ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$277,024TotalRevenueColumnAmt
Related Or Exempt Func Income$137,371RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,964ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$89,370TotalAmt
Program Services$89,370ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$84,503TotalAmt
Program Services$84,503ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,745TotalAmt
Management And General$9,745ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$22,054TotalAmt
Program Services$18,421ProgramServicesAmt
Management And General$3,633ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$17,122TotalAmt
Management And General$17,122ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,609TotalAmt
Program Services$1,609ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,579TotalAmt
Program Services$1,579ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEMBER SERVICES$13,307$13,307
SUBSIDIZED SERVICES$8,172$8,172
BANK FEES$3,067$3,067
VOLUNTEER PROGRAM$1,394$1,394

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,792TotalAmt
Program Services$1,792ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$253,714TotalAmt
Program Services$220,147ProgramServicesAmt
Management And General$33,567ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$301BOYAmt
EOY$300EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$133,014BOYAmt
EOY$148,943EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$7,537BOYAmt
EOY$8,212EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,146BOYAmt
EOY$5,345EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$145,998BOYAmt
EOY$162,800EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,893BOYAmt
EOY$9,887EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$66,164BOYAmt
EOY$58,985EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$75,057BOYAmt
EOY$68,872EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$70,941BOYAmt
EOY$93,928EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$70,941BOYAmt
EOY$93,928EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$145,998BOYAmt
EOY$162,800EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$23,310ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$323PriorPeriodAdjustmentsAmt
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$190,519CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$251,908CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$242,129CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$241,444CurrentTaxYearMinus1YearAmt
Current Tax Year$248,300CurrentTaxYearAmt
Total$1,174,300TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$190,519CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$251,908CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$242,129CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$241,444CurrentTaxYearMinus1YearAmt
Current Tax Year$248,300CurrentTaxYearAmt
Total$1,174,300TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$125,312SubstantialContributorsTotAmt
Public Support Total170$1,048,988PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$172CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$340CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$121CurrentTaxYearMinus1YearAmt
Current Tax Year$388CurrentTaxYearAmt
Total$1,221TotalAmt
FieldValueIRS element (for citing)
Total Support$1,175,521TotalSupportAmt
Gross Receipts Rltd Activities$128,669GrossReceiptsRltdActivitiesAmt
Public Support CY1700.89240PublicSupportCY170Pct
Public Support PY1700.88350PublicSupportPY170Pct
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$36,471BeginningYearBalanceAmt
Contributions$12,122ContributionsAmt
Investment Earnings Or Losses-$743InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,088GrantsOrScholarshipsAmt
Administrative Expenses$426AdministrativeExpensesAmt
End Year Balance$46,336EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 RICK BOVA IN THAT JENNIFER CURLISS REPORTS TO RICK BOVA AT OAKWOOD VILLAGE. RICK BOVA HAS A BUSINESS RELATIONSHIP WITH BARBARA GESSNER IN THAT RICK BOVA REPORTS TO BARBARA GESSNER AT OAKWOOD VILLAGE. MARY ANN DRESCHER HAS A BUSINESS RELATIONSHIP WITH RUTH MARION IN THAT MARY ANN DRESCHER REPORTS TO RUTH MARION AT ATTIC ANGEL.
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, MARY ANN DRESCHER. 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 15ATHE COMPENSATION PROCESS FOR THE EXECUTIVE DIRECTOR IS 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 POSITION.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST.

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