WESTWARD HEIGHTS CORP: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WESTWARD HEIGHTS CORP (EIN 83-0243083)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-30
- IRS object ID
- 201802479349300425
- Schema version
- 2017v2.2
- 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 | 2018-08-30T15:27:23-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481290482 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSON PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1029 | AddressLine1Txt |
| City | AFTON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830243083 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTWARD HEIGHTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 CARING WAY | AddressLine1Txt |
| City | LANDER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATALIE KORELL | PersonNm |
| Person Title | NATALIE KORELL | PersonTitleTxt |
| Phone | 3073325560 | PhoneNum |
| Signature | 2018-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LARSON | PreparerPersonNm |
| PTIN | P00283073 | PTIN |
| Phone | 3078854272 | PhoneNum |
| Preparation | 2018-08-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NATALIE KORELL | PrincipalOfficerNm |
| Gross Receipts | $5,773,171 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | VETTERHEALTHSERVICES.COM/WESTWARDHEIGHT | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | WY | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION IS OPERATING AS AN NURSING HOME AND THE MISSION IS TO PROVIDE DIGNITY IN LIFE FOR PEOPLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 138 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,412,349 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,591,507 | CYProgramServiceRevenueAmt |
| PY Investment Income | $94,083 | PYInvestmentIncomeAmt |
| CY Investment Income | $160,191 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,846 | PYOtherRevenueAmt |
| CY Other Revenue | $21,473 | CYOtherRevenueAmt |
| PY Total Revenue | $5,522,278 | PYTotalRevenueAmt |
| CY Total Revenue | $5,773,171 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,475,248 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,409,084 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,976,500 | PYOtherExpensesAmt |
| CY Other Expenses | $2,077,990 | CYOtherExpensesAmt |
| PY Total Expenses | $5,451,748 | PYTotalExpensesAmt |
| CY Total Expenses | $5,487,074 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $70,530 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $286,097 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,514,212 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,880,815 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $454,738 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $418,673 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,059,474 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,462,142 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION IS OPERATING AS AN NURSING HOME AND THE MISSION IS TO PROVIDE DIGNITY IN LIFE FOR PEOPLE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,856,421 | ExpenseAmt |
| Revenue | $5,591,507 | RevenueAmt |
| Desc | WESTWARD HEIGHTS OPERATES AS A NURSING HOME AND THE MISSION IS TO PROVIDE DIGNITY IN LIFE FOR PEOPLE. | Desc |
| Total Program Service Expenses | $4,856,421 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 138 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM FARTHING | PersonNm |
| Phone | 3073325560 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 CARING WAY | AddressLine1Txt |
| City | LANDER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82520 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 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 |
|---|---|---|---|---|---|---|---|
| LEONARD YOST | |||||||
| PRESIDENT | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETTY BAKER | |||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GARY MICHAUD | |||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM FARTHING | |||||||
| TREASURER | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANE NOLDE | |||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LUCY CONE | |||||||
| SECRETARY | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAUREN HUBBLE | |||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT NAGY | |||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE GALLINGER | |||||||
| VICE PRESIDENT | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY PHIPPS | |||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NATALIE KORELL | |||||||
| ADMINISTRATOR | 40.00 | 0.00 | Yes (X) | $77,059 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $77,059 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SELECT REHABILITATION | |||||
| PO BOX 809056 | CHICAGO | IL | 60680 | REHAB SERVICE | $446,111 |
| VETTER HEALTH SERVICES | |||||
| 20220 HARNEY STREET | ELKHORN | NE | 68022 | MANAGEMENT SERVICE | $451,069 |
| ERDMANN COMPANY | |||||
| PO BOX 88670 | MILWAUKEE | WI | 53288 | ARCHITECTURE & ENG | $190,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT SERVICE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $5,591,507 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,591,507 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,591,507 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,191 | TotalRevenueColumnAmt |
| Exclusion | $160,191 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $21,473 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,473 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $21,473 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,773,171 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,612,980 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $160,191 | 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 | $77,059 | TotalAmt |
| Management And General | $77,059 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,661,322 | TotalAmt |
| Program Services | $2,546,694 | ProgramServicesAmt |
| Management And General | $114,628 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,476 | TotalAmt |
| Program Services | $314,783 | ProgramServicesAmt |
| Management And General | $23,693 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,227 | TotalAmt |
| Program Services | $308,971 | ProgramServicesAmt |
| Management And General | $23,256 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,043 | TotalAmt |
| Management And General | $238,043 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,885 | TotalAmt |
| Program Services | $2,215 | ProgramServicesAmt |
| Management And General | $3,670 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,550 | TotalAmt |
| Management And General | $18,550 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,095 | TotalAmt |
| Program Services | $531,095 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,204 | TotalAmt |
| Program Services | $4,208 | ProgramServicesAmt |
| Management And General | $13,996 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,272 | TotalAmt |
| Program Services | $75,522 | ProgramServicesAmt |
| Management And General | $22,750 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,660 | TotalAmt |
| Program Services | $146,660 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,831 | TotalAmt |
| Management And General | $35,831 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $302,613 | $290,508 | $12,105 |
| MAINTENANCE | $18,161 | $18,161 | |
| FOOD | $148,709 | $148,709 | |
| PROVIDER TAXES | $364,123 | $364,123 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,844 | TotalAmt |
| Program Services | $104,772 | ProgramServicesAmt |
| Management And General | $47,072 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,487,074 | TotalAmt |
| Program Services | $4,856,421 | ProgramServicesAmt |
| Management And General | $630,653 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,882 | BOYAmt |
| EOY | $328,566 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,248 | BOYAmt |
| EOY | $502,686 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,346 | BOYAmt |
| EOY | $102,200 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,000 | BOYAmt |
| EOY | $13,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000 | BOYAmt |
| EOY | $12,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,458,270 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,897,337 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,360,095 | BOYAmt |
| EOY | $1,560,933 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,358,050 | BOYAmt |
| EOY | $2,349,144 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,591 | BOYAmt |
| EOY | $12,286 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,514,212 | BOYAmt |
| EOY | $4,880,815 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,147 | BOYAmt |
| EOY | $406,387 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,591 | BOYAmt |
| EOY | $12,286 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,738 | BOYAmt |
| EOY | $418,673 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,059,474 | BOYAmt |
| EOY | $4,462,142 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,059,474 | BOYAmt |
| EOY | $4,462,142 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,514,212 | BOYAmt |
| EOY | $4,880,815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $286,097 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $116,571 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,928,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,118,469 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,239,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,428,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,612,980 | CurrentTaxYearAmt |
| Total | $26,328,284 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,928,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,118,469 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,239,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,428,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,612,980 | CurrentTaxYearAmt |
| Total | $26,328,284 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $26,328,284 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,876 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,018 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,191 | CurrentTaxYearAmt |
| Total | $636,439 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,876 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,018 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,191 | CurrentTaxYearAmt |
| Total | $636,439 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,037,127 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,269,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,362,802 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,522,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,773,171 | CurrentTaxYearAmt |
| Total | $26,964,723 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97640 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97880 | PublicSupportPY509Pct |
| Investment Income CY | 0.02000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,200 | OtherCostOrOtherBasisAmt |
| Book Value | $75,200 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,030,349 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,001,484 | DepreciationAmt |
| Book Value | $1,028,865 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $926,512 | OtherCostOrOtherBasisAmt |
| Depreciation | $749,557 | DepreciationAmt |
| Book Value | $176,955 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $426,209 | OtherCostOrOtherBasisAmt |
| Depreciation | $146,296 | DepreciationAmt |
| Book Value | $279,913 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,560,933 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CERTIFICATES OF DEPOSITS | $91,723 | F |
| MUTUAL FUNDS | $2,022,654 | F |
| UNIT TRUSTS | $45,294 | F |
| BONDS | $189,473 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,349,144 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESTRICTED CASH IN FIDUCIARY CAPACI | Desc |
| Book Value | $12,286 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,286 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH HELD IN FIDUCIARY CAPACITY | Desc |
| Amt | $12,286 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,286 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $5,889,742 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $116,571 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $116,571 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,773,171 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $5,773,171 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,487,074 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,487,074 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $5,487,074 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Management duties delegation Part VI line 3 | THE BOARD HAS A MANAGEMENT COMPANY OVERSEES THE OPERATIONS. |
| Committee meeting documentation Part VI line 8b | THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| Form 990 governing body review Part VI line 11 | THE BOARD REVIEWS TAX RETURN BEFORE IT IS FILED. THEY DO THIS AT A BOARD MEETING. |
| Governing documents etc available to public Part VI line 19 | HAVE COPIES OF FINANCIAL STATEMENT AVAILABLE FOR DISTRIBUTION UPON REQUEST. |
| List of other fees for services expenses Part IX line 11g | THE OTHER FEES ARE MEDICAL CONTRACT SERVICES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNTAIN VISTA RETIREMENT RESI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 CHASE DR | AddressLine1Txt |
| City | LANDER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911806767 | EIN |
| Primary Activities | APARTMENTS FOR THE ELDERLY | PrimaryActivitiesTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTWARD HEIGHTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MOUNTAIN VISTA RETIREMENT RESIDENCE | ||
| J | $22,750 | COST |
| MOUNTAIN VISTA RETIREMENT RESIDENCE | ||
| AI | $2,233 | COST |