GEORGE J & HILDA MEYER FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE J & HILDA MEYER FOUNDATION INC (EIN 43-0797126)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-06-19
- IRS object ID
- 201921709349301352
- Schema version
- 2017v2.3
- 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 | 2019-06-19T16:31:15-05:00 | ReturnTs |
| Tax Period End | 2018-08-31 | 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 | 600 WASHINGTON AVENUE SUITE 1800 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430797126 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE J & HILDA MEYER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 6605847111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WEST 19TH STREET | AddressLine1Txt |
| City | HIGGINSVILLE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SCHMIDT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6605847111 | PhoneNum |
| Signature | 2019-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF PARKER | PreparerPersonNm |
| PTIN | P00970069 | PTIN |
| Phone | 3149254300 | PhoneNum |
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 | 2019-05-20 | IPDt |
| IP Tm | 10:30:07 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 48DF7E18B51ED0D4ADE189227F60937B8E503023 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B5B8FA94E5B04F96FCC7FCBD52173CF39B670B04 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID SCHMIDT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WEST 19TH STREET | AddressLine1Txt |
| City | HIGGINSVILLE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,378,102 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JOHNKNOXVILLAGEEAST.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES A HOME FOR THE AGED AND A NURSING FACILITY FOR THE MEDICAL CARE OF COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 174 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,062,494 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,996,782 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,150 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,310 | CYInvestmentIncomeAmt |
| PY Other Revenue | $858,618 | PYOtherRevenueAmt |
| CY Other Revenue | $365,028 | CYOtherRevenueAmt |
| PY Total Revenue | $5,943,262 | PYTotalRevenueAmt |
| CY Total Revenue | $6,376,120 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,704,759 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,263,436 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,918,120 | PYOtherExpensesAmt |
| CY Other Expenses | $3,839,351 | CYOtherExpensesAmt |
| PY Total Expenses | $6,622,879 | PYTotalExpensesAmt |
| CY Total Expenses | $7,102,787 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$679,617 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$726,667 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,197,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,172,719 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,694,943 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,446,228 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,502,793 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $726,491 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDES A HOME FOR THE AGED AND A NURSING FACILITY FOR THE MEDICAL CARE OF THE COMMUNITY. THE CENTER ALSO PROVIDES SKILLED NURSING AND ASSISTED LIVING SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,955,402 | ExpenseAmt |
| Revenue | $6,022,684 | RevenueAmt |
| Desc | PROVIDES A HOME FOR THE AGED AND A NURSING FACILITY FOR THE COMMUNITY. THE CENTER ALSO PROVIDES SKILLED NURSING FACILITY COMPOSED OF 40 BEDS AND A 16 BED REHAB UNIT AND ASSISTED LIVING CENTER COMPOSED OF 34 UNITS. MEYER CARE CENTER IS A 16 BED REHABILITATION WING WHICH INCLUDES A NEW THERAPY GYM TO SERVICE THE CAMPUS.AT JOHN KNOX VILLAGE EAST, WE'LL WELCOME YOU WITH A GENUINE SMILE, A WARM CUP OF COFFEE AND A LIFESTYLE YOU WON'T FIND ANYWHERE ELSE IN LAFAYETTE COUNTY AREA. WE BRING THE NATURAL BEAUTY AND TRANQUILITY OF A 40-ACRE CAMPUS, COMPLETE WITH THE HIGHLY-RATED MEYER CARE & REHABILITATION CENTER. BEING A LIFE PLAN COMMUNITY MEANS YOU'LL ENJOY PEACE OF MIND KNOWING YOUR HEALTHCARE NEEDS ARE COVERED, WHILE MAINTENANCE-FREE LIVING WILL LET YOU SHED THE WORRIES OF KEEPING UP YOUR OWN HOME. | Desc |
| Total Program Service Expenses | $5,955,402 | 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 | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 174 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | 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 | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF MERRITT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6605847111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WEST 19TH STREET | AddressLine1Txt |
| City | HIGGINSVILLE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| DAVID SCHMIDT | |||||||
| PRESIDENT | 0.90 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY LOU BUCKLER | |||||||
| VICE PRESIDENT/SECRETARY | 0.90 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHELLE ALUMBAUGH | |||||||
| TREASURER | 0.90 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LEE BARKER | |||||||
| MEMBER | 0.90 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| TRUDY FISHER | |||||||
| MEMBER | 0.90 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JIMMY URFER | |||||||
| MEMBER | 0.90 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| PAIGE WHEELER | |||||||
| ADMINISTRATOR | 39.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JASON GIBSON | |||||||
| EXECUTIVE DIRECTOR | 39.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRISTINE MORREALE | |||||||
| EXECUTIVE DIRECTOR | 39.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD PRUETT | |||||||
| INTERIM EXECUTIVE DIRECTOR | 39.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JORDAN WAGNER | |||||||
| ADMINISTRATOR | 39.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF MERRITT | |||||||
| EXECUTIVE DIRECTOR | 39.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN KILBANE | |||||||
| INTERIM ADMINISTRATOR | 39.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LIBERTY ROOFING INC | |||||
| 109 S MAIN STREET | LIBERTY | MO | 64068 | REPLACE ROOFING | $409,504 |
| REHABCARE GROUP | |||||
| PO BOX 503534 | ST LOUIS | MO | 63150 | THERAPY SERVICES | $385,507 |
| GRAPETREE MEDICAL STAFFING INC | |||||
| 1003 23RD STREET | MILFORD | IA | 51351 | NURSING AGENCY | $366,317 |
| SYSCO | |||||
| 1390 ENCLAVE PARKWAY | HOUSTON | TX | 77077 | FOOD SERVICES | $287,586 |
| CASCADE HEALTH SERVICES | |||||
| 1045 SWIFT AVE | KANSAS CITY | MO | 64116 | NURSING AGENCY | $256,576 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT FEES | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $5,996,782 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,996,782 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,996,782 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,310 | TotalRevenueColumnAmt |
| Exclusion | $14,310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,153 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,982 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171 | TotalRevenueColumnAmt |
| Exclusion | $171 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| MEALS/VENDING | 623000 | $227,844 | $227,844 | |
| BEAUTY SHOP | 623000 | $35,334 | $35,334 | |
| INSURANCE PROCEEDS | 623000 | $26,251 | $349 | $25,902 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,428 | TotalRevenueColumnAmt |
| Exclusion | $75,428 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $364,857 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,376,120 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,022,684 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $353,436 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,376 | TotalAmt |
| Management And General | $308,376 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,511,494 | TotalAmt |
| Program Services | $2,372,649 | ProgramServicesAmt |
| Management And General | $138,845 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,407 | TotalAmt |
| Program Services | $1,423 | ProgramServicesAmt |
| Management And General | $3,984 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,201 | TotalAmt |
| Program Services | $212,558 | ProgramServicesAmt |
| Management And General | $31,643 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,958 | TotalAmt |
| Program Services | $184,732 | ProgramServicesAmt |
| Management And General | $9,226 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,422 | TotalAmt |
| Management And General | $217,422 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,536 | TotalAmt |
| Management And General | $20,536 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,056 | TotalAmt |
| Management And General | $95,056 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $943,016 | TotalAmt |
| Program Services | $902,322 | ProgramServicesAmt |
| Management And General | $40,694 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,150 | TotalAmt |
| Management And General | $90,150 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,423 | TotalAmt |
| Program Services | $366,618 | ProgramServicesAmt |
| Management And General | $142,805 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,783 | TotalAmt |
| Program Services | $63,922 | ProgramServicesAmt |
| Management And General | $861 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,264 | TotalAmt |
| Program Services | $388,034 | ProgramServicesAmt |
| Management And General | $5,230 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,826 | TotalAmt |
| Program Services | $9,141 | ProgramServicesAmt |
| Management And General | $17,685 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,625 | TotalAmt |
| Program Services | $125 | ProgramServicesAmt |
| Management And General | $4,500 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,152 | TotalAmt |
| Program Services | $168,876 | ProgramServicesAmt |
| Management And General | $2,276 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $737,283 | TotalAmt |
| Program Services | $727,478 | ProgramServicesAmt |
| Management And General | $9,805 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,788 | TotalAmt |
| Program Services | $169,504 | ProgramServicesAmt |
| Management And General | $2,284 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DIETARY EXPENSE | $308,982 | $308,982 | |
| BAD DEBT EXPENSE | $41,707 | $41,707 | |
| BEAUTY & BARBER | $28,034 | $28,034 | |
| ACTIVITIES | $8,061 | $7,933 | $128 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,243 | TotalAmt |
| Program Services | $1,364 | ProgramServicesAmt |
| Management And General | $5,879 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,102,787 | TotalAmt |
| Program Services | $5,955,402 | ProgramServicesAmt |
| Management And General | $1,147,385 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,802 | BOYAmt |
| EOY | $103,993 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,683 | BOYAmt |
| EOY | $5,453 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,636 | BOYAmt |
| EOY | $395,633 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,616 | BOYAmt |
| EOY | $30,168 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,667 | BOYAmt |
| EOY | $215,604 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,691,328 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,067,542 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,218,201 | BOYAmt |
| EOY | $9,623,786 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,123,625 | BOYAmt |
| EOY | $498,061 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,506 | BOYAmt |
| EOY | $300,021 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,197,736 | BOYAmt |
| EOY | $11,172,719 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,489,091 | BOYAmt |
| EOY | $1,596,180 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,611,249 | BOYAmt |
| EOY | $2,558,695 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,038 | BOYAmt |
| EOY | $18,253 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,434,565 | BOYAmt |
| EOY | $6,273,100 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,694,943 | BOYAmt |
| EOY | $10,446,228 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,502,793 | BOYAmt |
| EOY | $726,491 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,502,793 | BOYAmt |
| EOY | $726,491 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,197,736 | BOYAmt |
| EOY | $11,172,719 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$726,667 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$49,635 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,442,132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,623,043 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,777,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,062,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,022,684 | CurrentTaxYearAmt |
| Total | $27,928,303 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,153 | CurrentTaxYearAmt |
| Total | $2,153 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,442,132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,623,043 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,777,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,062,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,024,837 | CurrentTaxYearAmt |
| Total | $27,930,456 | 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 | $27,930,456 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,310 | CurrentTaxYearAmt |
| Total | $267,483 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,310 | CurrentTaxYearAmt |
| Total | $267,483 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $425,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $386,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $353,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $461,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $338,955 | CurrentTaxYearAmt |
| Total | $1,967,064 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,939,609 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,081,598 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,193,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,572,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,378,102 | CurrentTaxYearAmt |
| Total | $30,165,003 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92590 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93070 | PublicSupportPY509Pct |
| Investment Income CY | 0.00890 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01090 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2013 AMOUNT: $ 56,497. 2014 AMOUNT: $ 39,902. 2015 AMOUNT: $ -3,747. 2016 AMOUNT: $ 120,874. 2017 AMOUNT: $ 23,115. MEAL/VENDING - 2013 AMOUNT: $ 249,281. 2014 AMOUNT: $ 239,871. 2015 AMOUNT: $ 254,511. 2016 AMOUNT: $ 232,224. 2017 AMOUNT: $ 227,844. TRANSPORTATION - 2013 AMOUNT: $ 24,514. 2014 AMOUNT: $ 22,455. 2015 AMOUNT: $ 15,894. 2016 AMOUNT: $ 19,191. 2017 AMOUNT: $ 23,826. LAUNDRY - 2013 AMOUNT: $ 20,526. 2014 AMOUNT: $ 17,833. 2015 AMOUNT: $ 18,111. 2016 AMOUNT: $ 19,063. 2017 AMOUNT: $ 12,975. GUEST ROOM - 2013 AMOUNT: $ 17,935. 2014 AMOUNT: $ 20,135. 2015 AMOUNT: $ 22,220. 2016 AMOUNT: $ 22,421. 2017 AMOUNT: $ 11,470. BEAUTY BARBER - 2013 AMOUNT: $ 57,169. 2014 AMOUNT: $ 46,621. 2015 AMOUNT: $ 41,466. 2016 AMOUNT: $ 39,767. 2017 AMOUNT: $ 35,334. GIFT SHOP - 2015 AMOUNT: $ 2,741. 2016 AMOUNT: $ 2,310. INSURANCE PROCEEDS - 2015 AMOUNT: $ 2,429. 2016 AMOUNT: $ 5,350. 2017 AMOUNT: $ 349. NFRA REVENUE - 2016 AMOUNT: $ 545. 2017 AMOUNT: $ 4,042. | ExplanationTxt |
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 | $192,239 | OtherCostOrOtherBasisAmt |
| Book Value | $192,239 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,287,431 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,529,027 | DepreciationAmt |
| Book Value | $8,758,404 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $533,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $353,214 | DepreciationAmt |
| Book Value | $179,935 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,587,909 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,185,301 | DepreciationAmt |
| Book Value | $402,608 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,600 | OtherCostOrOtherBasisAmt |
| Book Value | $90,600 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,623,786 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,328,467 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$49,635 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,982 | OtherRevenueAmt |
| Revenue Not Reported | -$47,653 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,376,120 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,376,120 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,104,769 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,982 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,982 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,102,787 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,102,787 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | ESCROW DEPOSITS CONSIST OF AMOUNTS RECEIVED FROM PROSPECTIVE RESIDENTS TO SECURE OR HOLD AN APARTMENT UNIT UNTIL THEY ARE READY TO MOVE IN OR WHEN A UNIT BECOMES AVAILABLE. |
| PART X, LINE 2: | THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAX EXCEPT FOR THOSE THAT ARE ALREADY REPORTED ANNUALLY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GIFT STORE EXPENSES, NETTED WITH REVENUE 1,982. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GIFT STORE EXPENSES, NETTED WITH REVENUE 1,982. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | ON AUGUST 1, 2008, THE FOUNDATION ENTERED INTO A TEN-YEAR MANAGEMENT AGREEMENT WITH LIFE CARE SERVICES, LLC (LCS). UNDER THE TERMS OF THE AGREEMENT, LCS ASSUMES RESPONSIBILITY TO IMPLEMENT THE POLICIES, BUDGET AND GOALS ESTABLISHED BY THE FOUNDATION. LCS WILL PROVIDE MARKETING SOFTWARE, TRAINING, ESTABLISH AND MAINTAIN FINANCIAL SOFTWARE AND ASSIST IN THE RELATED CONTROLS. THE FOUNDATION WILL PAY A MONTHLY MANAGEMENT FEE OF 3.75% OF THE CURRENT MONTH'S GROSS OPERATING REVENUE. THE FOUNDATION SHALL PAY LCS AN INCENTIVE FEE OF $1,000 FOR THE SALE OF EACH APARTMENT UPON CLOSING. THE FOUNDATION SHALL PAY LCS A SERVICE PROVIDER FEE FOR THE USE OF LCS ACCOUNTING, PAYROLL, AND BILLING TECHNOLOGY IN THE AMOUNT OF $600 PER MONTH. IN THE EVENT THIS AGREEMENT IS TERMINATED PRIOR TO FORTY-EIGHT MONTHS, THE REMAINING BALANCE OF THIS SERVICE PROVIDER FEE SHALL BE DUE AND PAYABLE. EITHER PARTY MAY TERMINATE THE AGREEMENT, WITHOUT CAUSE AT ANY TIME BY GIVING THE OTHER PARTY AT LEAST SIX MONTHS WRITTEN NOTICE OF ITS DESIRE TO TERMINATE, AND USING A SCHEDULED SEVERANCE AGREEMENT. THE EXECUTIVE DIRECTOR AND THE HEALTH CENTER ADMINISTRATOR SHALL BE EMPLOYEES OF LCS, AND THE FOUNDATION SHALL REIMBURSE LCS FOR THE EXECUTIVE DIRECTOR'S AND ADMINISTRATOR'S COMPENSATION AND RELATED EXPENSES. THE FOUNDATION PAID MANAGEMENT FEES, THE EXECUTIVE DIRECTOR'S AND ADMINISTRATOR'S COMPENSATION AND EMPLOYEE BENEFITS AND OTHER RELATED EXPENSES TO LCS TOTALING $703,221 AND $560,281 FOR THE YEARS ENDED AUGUST 31, 2018 AND 2017, RESPECTIVELY. ON SEPTEMBER 1, 2017, THE FOUNDATION ENTERED INTO AN ACCOUNTING AGREEMENT WITH LCS. UNDER THE TERMS OF THE AGREEMENT, LCS WILL PROVIDE ACCOUNTING, PAYROLL, ACCOUNTS PAYABLE AND BILLING SERVICES OUTLINED WITHIN THE AGREEMENT UNTIL A TERMINATION DATE THAT COINCIDES WITH THE MANAGEMENT AGREEMENT. FEES FOR LCS' ACCOUNTING SERVICES ARE PAYABLE MONTHLY BEGINNING SEPTEMBER 1, 2017 AT $4,167 PER MONTH. DURING THE 2017 CALENDAR YEAR, THE FOLLOWING INDIVIDUALS WERE COMPENSATED FOR PROVIDING SERVICES TO THE FOUNDATION IN THE FOLLOWING AMOUNTS. THESE FIGURES INCLUDE SALARIES, PAYROLL TAXES AND BENEFITS. PAIGE WHEELER, EXECUTIVE DIRECTOR: $181,746 KRISTEN KALLAS, HEALTH CENTER ADMINISTRATOR: $37,995 JASON GIBSON, EXECUTIVE DIRECTOR: $47,519 |
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE DIRECTOR AND ACCOUNTING DIRECTOR REVIEW FORM 990 AND THEN A COMPLETE COPY IS PROVIDED TO ALL BOARD MEMBERS BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS AND DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE CONFLICTS OF INTEREST TO THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION'S EXECUTIVE DIRECTOR AND TOP MANAGEMENT OFFICIALS ARE EMPLOYEES OF LIFE CARE SERVICES CORP. LIFE CARE SERVICES IS A MANAGER OF SENIOR LIVING COMMUNITIES. LIFE CARE SERVICES DETERMINES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND HEALTH CARE ADMINISTRATOR. LCS USES COMPARABILITY DATA AND THE EMPLOYEES ANNUAL REVIEW INFORMATION TO DETERMINE COMPENSATION. THE BOARD OF DIRECTORS HAS FINAL APPROVAL OF ANY COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OUTSIDE SERVIES: PROGRAM SERVICE EXPENSES 396,727. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 396,727. THERAPY SERVICES: PROGRAM SERVICE EXPENSES 470,326. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 470,326. CONSULTING: PROGRAM SERVICE EXPENSES 35,269. MANAGEMENT AND GENERAL EXPENSES 40,694. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,963. |
| FORM 990, PAGE 12 PART XII LINE 2C | PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990 PAGE 7 PART VII | THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF LIFE CARE SERVICES CORP. AND THE FOUNDATION REIMBURSES LIFE CARE SERVICES CORP. FOR THE EXECUTIVE DIRECTOR'S COMPENSATION AND RELATED EXPENSES FOR THEIR MANAGEMENT SERVICES, BUT LIFE CARE SERVICES CORP ISSUES THE W-2S, NOT THE FOUNDATION, SO NO COMPENSATION IS LISTED. |
| FORM 990, PAGE 10, PART IX, LINE 5 | THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF LIFE CARE SERVICES CORP. AND THE FOUNDATION REIMBURSES LIFE CARE SERVICES CORP. FOR THE EXECUTIVE DIRECTOR'S COMPENSATION AND RELATED EXPENSES FOR THEIR MANAGEMENT SERVICES, BUT LIFE CARE SERVICES CORP ISSUES THE W-2S, NOT THE FOUNDATION, SO NO COMPENSATION IS LISTED ON PAGE 7 OF FORM 990 ALTHOUGH FISCAL YEAR COMPENSATION IS SHOWN ON PAGE 10, LINE 5 FOR THE REIMBURSED EXPENSE AMOUNT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYER FOUNDATION TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 WEST 19TH STREET | AddressLine1Txt |
| City | HIGGINSVILLE | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431563735 | EIN |
| Primary Activities | PROMOTE & SUPPORT AREA NURSE TRAINING PROGRAMS & SCHOOLS | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 9 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |