AGEBETTER INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AGEBETTER INC (EIN 39-1969761)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201743189349307734
- Schema version
- 2016v3.0
- 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 | 2017-11-14T15:33:55-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5946 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537050946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391969761 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MADISON AREA CONTINUING CARE | BusinessNameLine1Txt |
| Business Name Line2 | CONSORTIUM INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MADI | BusinessNameControlTxt |
| Phone | 6082304321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6209 MINERAL POINT RD NO 210 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICK BOVA | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6082304321 | PhoneNum |
| Signature | 2017-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G GRAHAM | PreparerPersonNm |
| PTIN | P00006111 | PTIN |
| Phone | 6088332612 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.187 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-07 | IPDt |
| IP Tm | 10:07:08 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 97BBA4DB89D088E023309FAB970BCFE62BA666D9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 735B4714F147C40DF63D115CF10904803FF42BF6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICK BOVA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6201 MINERAL POINT ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $267,623 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAILTODAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE MADISON AREA CONTINUING CARE CONSORTIUM, 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 Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 90 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $149,697 | PYContributionsGrantsAmt |
| CY Contributions Grants | $127,824 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $112,563 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $131,784 | CYProgramServiceRevenueAmt |
| PY Investment Income | $56,763 | PYInvestmentIncomeAmt |
| CY Investment Income | $200 | CYInvestmentIncomeAmt |
| PY Other Revenue | $170 | PYOtherRevenueAmt |
| CY Other Revenue | $2,483 | CYOtherRevenueAmt |
| PY Total Revenue | $319,193 | PYTotalRevenueAmt |
| CY Total Revenue | $262,291 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,645 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $400 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $204,397 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $205,405 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $74,276 | PYOtherExpensesAmt |
| CY Other Expenses | $72,499 | CYOtherExpensesAmt |
| PY Total Expenses | $285,318 | PYTotalExpensesAmt |
| CY Total Expenses | $278,304 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $33,875 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$16,013 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $163,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,557 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $80,732 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $77,002 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $83,045 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $58,555 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE MADISON AREA CONTINUING CARE CONSORTIUM, 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $237,213 | ExpenseAmt |
| Grant | $400 | GrantAmt |
| Revenue | $131,784 | RevenueAmt |
| Desc | THE 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 | $237,213 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | 0 | QuidProQuoContriDisclInd |
| 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 | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN ALBERT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082304321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6209 MINERAL POINT ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53705 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GERALD KELM | ||||||
| DIRECTOR, TREASURER/SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICK BOVA | ||||||
| DIRECTOR, VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY ANN DRESCHER | ||||||
| DIRECTOR, PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA GESSNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA BERVEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATTY SCHULTZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANN ALBERT | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $68,600 | $0 | $20,641 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $68,600 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,641 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $10,880 | FundraisingAmt |
| All Other Contributions | $116,944 | AllOtherContributionsAmt |
| Total Contributions | $127,824 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 621610 | $114,305 | $114,305 |
| SAIL PROGRAM | 621610 | $17,009 | $17,009 |
| CONSULTING | 621610 | $470 | $470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $131,784 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $200 | TotalRevenueColumnAmt |
| Exclusion | $200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,130 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $10,880 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $5,332 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $798 | TotalRevenueColumnAmt |
| Exclusion | $798 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 621610 | BusinessCd |
| Total Revenue Column | $1,685 | TotalRevenueColumnAmt |
| Exclusion | $1,685 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,685 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,291 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $131,784 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,683 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400 | TotalAmt |
| Program Services | $400 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,241 | TotalAmt |
| Program Services | $89,241 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,164 | TotalAmt |
| Program Services | $116,164 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,631 | TotalAmt |
| Management And General | $2,631 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,513 | TotalAmt |
| Management And General | $21,513 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,636 | TotalAmt |
| Management And General | $14,636 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040 | TotalAmt |
| Program Services | $1,040 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,694 | TotalAmt |
| Program Services | $1,694 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,252 | TotalAmt |
| Program Services | $7,252 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEMBER SERVICES | $9,778 | $9,778 | |
| SUBSIDIZED SERVICES | $8,177 | $8,177 | |
| BANK FEES | $2,311 | $2,311 | |
| DUE AND SUBSCRIPTIONS | $2,026 | $2,026 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,441 | TotalAmt |
| Program Services | $1,441 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,304 | TotalAmt |
| Program Services | $237,213 | ProgramServicesAmt |
| Management And General | $41,091 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300 | BOYAmt |
| EOY | $360 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,114 | BOYAmt |
| EOY | $126,104 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,363 | BOYAmt |
| EOY | $4,583 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,510 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,777 | BOYAmt |
| EOY | $135,557 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $8,440 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,732 | BOYAmt |
| EOY | $68,562 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,732 | BOYAmt |
| EOY | $77,002 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,045 | BOYAmt |
| EOY | $58,555 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,045 | BOYAmt |
| EOY | $58,555 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,777 | BOYAmt |
| EOY | $135,557 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$16,013 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$8,477 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,514 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $190,519 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $251,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $242,129 | CurrentTaxYearAmt |
| Total | $962,801 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,514 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $190,519 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $251,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $242,129 | CurrentTaxYearAmt |
| Total | $962,801 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $125,672 | SubstantialContributorsTotAmt |
| Public Support Total170 | $837,129 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $340 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $200 | CurrentTaxYearAmt |
| Total | $818 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $963,619 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $407,584 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,820 | BeginningYearBalanceAmt |
| Contributions | $11,135 | ContributionsAmt |
| Investment Earnings Or Losses | $1,351 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $254 | AdministrativeExpensesAmt |
| End Year Balance | $23,052 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $10,670 | ContributionsAmt |
| Investment Earnings Or Losses | $150 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $10,820 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | FUNDS ARE TO BE USED FOR THE SAIL PROGRAM. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 6 | THE CORPORATION HAS TWO MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS APPOINT THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS INITIALLY REVIEWED BY THE BOARD'S VICE-PRESIDENT, RICK BOVA. 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 12C | THE CONFLICT OF INTEREST POLICY IS DISCUSSED IN BOARD ORIENTATIONS AND IS PROVIDED TO THE BOARD MEMBERS IN THEIR "NEW BOARD MEMBER PACKET", AND ANNUALLY IN THE "UPDATE PACKET" SENT TO ALL MEMBERS. EACH YEAR ALL PERSONS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION PROCESS FOR THE EXECUTIVE DIRECTOR-SAIL 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 (QUARTERLY) TO DETERMINE A GRADING AND COMPENSATION LEVEL APPROPRIATE FOR THE POSITION. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
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