MORROW MEMORIAL HOME FOR THE AGED: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MORROW MEMORIAL HOME FOR THE AGED (EIN 39-0832605)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-09
- IRS object ID
- 201722829349300312
- 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 | 2017-10-09T08:01:24-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 | 390832605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORROW MEMORIAL HOME FOR THE AGED INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 6082693168 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 SOUTH WATER STREET | AddressLine1Txt |
| City | SPARTA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54656 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL MEYER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6082693168 | PhoneNum |
| Signature | 2017-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMILY SCHEEVEL | PreparerPersonNm |
| PTIN | P01814921 | PTIN |
| Phone | 6123764500 | 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 | 2017-09-27 | IPDt |
| IP Tm | 11:22:15 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B6B6F2B8D30A14866FB848EA848D3547AA51FF29 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BC68E8DB9A5A2F174A0AA2A85112539E25F17C69 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL MEYER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 SOUTH WATER STREET | AddressLine1Txt |
| City | SPARTA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54656 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,209,431 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MORROWHOME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1917 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | MORROW MEMORIAL HOME FOR THE AGED IS A 501(C)(3) NONPROFIT CORPORATION AFFILIATED WITH THE WISCONSIN CONFERENCE OF THE UNITED METHODIST CHURCH. THE ORGANIZATION OWNS AND OPERATES A 99 BED NURSING FACILITY, 40 ASSISTED LIVING UNITS, 30 INDEPENDENT AND HOUSING WITH SERVICES UNITS, AND A 28 UNIT COMMUNITY BASED RESIDENTIAL FACILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 329 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $85,452 | PYContributionsGrantsAmt |
| CY Contributions Grants | $108,958 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,625,794 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,922,956 | CYProgramServiceRevenueAmt |
| PY Investment Income | $44,523 | PYInvestmentIncomeAmt |
| CY Investment Income | $56,901 | CYInvestmentIncomeAmt |
| PY Other Revenue | $118,406 | PYOtherRevenueAmt |
| CY Other Revenue | $120,616 | CYOtherRevenueAmt |
| PY Total Revenue | $10,874,175 | PYTotalRevenueAmt |
| CY Total Revenue | $11,209,431 | 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 | $7,111,246 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,497,839 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,600,143 | PYOtherExpensesAmt |
| CY Other Expenses | $3,630,859 | CYOtherExpensesAmt |
| PY Total Expenses | $10,711,389 | PYTotalExpensesAmt |
| CY Total Expenses | $11,128,698 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $162,786 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $80,733 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,589,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,425,019 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,895,489 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,630,570 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,693,647 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,794,449 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MORROW MEMORIAL HOME FOR THE AGED IS A 501(C)(3) NONPROFIT CORPORATION AFFILIATED WITH THE WISCONSIN CONFERENCE OF THE UNITED METHODIST CHURCH. THE ORGANIZATION OWNS AND OPERATES A 99 BED NURSING FACILITY, 40 ASSISTED LIVING UNITS, 30 INDEPENDENT AND HOUSING WITH SERVICES UNITS, AND A 28 UNIT COMMUNITY BASED RESIDENTIAL FACILITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,747,720 | ExpenseAmt |
| Revenue | $10,922,956 | RevenueAmt |
| Desc | NURSING HOME SERVICES: PROVIDE SKILLED AND INTERMEDIATE NURSING CARE SERVICES FOR PRIVATE PAY, MEDICARE, AND MEDICAID PATIENTS. CONGREGATE LIVING SERVICES: PROVIDE INDEPENDENT LIVING SERVICES FOR THE ELDERLY. OWNS AND OPERATES A 99 BED NURSING FACILITY, 40 ASSISTED LIVING UNITS, 30 INDEPENDENT AND HOUSING WITH SERVICES UNITS, AND A 28 UNIT COMMUNITY BASED RESIDENTIAL FACILITY. PROVIDES CHILD CARE SERVICES TO 31 YOUTH AGES 6 WEEKS TO 10 YEARS AND A MEALS ON WHEELS PROGRAM TO 55 HOME-BOUND SENIORS ON WEEKDAYS. | Desc |
| Total Program Service Expenses | $9,747,720 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 329 | 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL MEYER | PersonNm |
| Phone | 6082693168 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 SOUTH WATER STREET | AddressLine1Txt |
| City | SPARTA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54656 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MIKE KELLY | ||||||
| PERSONNEL COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV REY DIAZ | ||||||
| CHAPLAIN | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEN ROSE | ||||||
| PRESIDENT/FINANCE COMMITTE | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NICK GREENWELL | ||||||
| FINANCE COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| LORENE EDWARDS | ||||||
| RESIDENT SERVICES COMMITTE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY BRADLEY | ||||||
| RESIDENT SERVICES CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEB BUSWELL | ||||||
| PERSONNEL COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARRELL ZIETLOW | ||||||
| PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PETE FOSS | ||||||
| DEVELOPMENT COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM HEMSTOCK JR | ||||||
| PROPERTY COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOYCE SCHREIER | ||||||
| PERSONNEL COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TODD PAGE | ||||||
| FINANCE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOUIS GEIGER | ||||||
| PROPERTY COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATTY HEROLD | ||||||
| FINANCE CHAIR/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVE KEMP | ||||||
| DEVELOPMENT COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY WHITAKER | ||||||
| RESIDENT SERVICES COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM SCHAUER | ||||||
| DEVELOPMENT CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN BUDIN | ||||||
| FINANCE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE MCALPINE | ||||||
| SECRETARY/PERSONEL COMMITT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICK SMITH | ||||||
| PROPERTY COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM DEVOE | ||||||
| PROPERTY COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY ABBOTT | ||||||
| DEVELOPMENT COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DICK GAJEWSKY | ||||||
| PROPERTY COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERYL ISENSEE | ||||||
| PERSONNEL COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ED JOHNSON | ||||||
| VICE PRESIDENT/DEVELOPMENT COMMITTEE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARJORIE LAKOWSKE | ||||||
| PERSONNEL COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KURT MARSHAUS | ||||||
| DEVELOPMENT COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAXINE GUDBAUR | ||||||
| RESIDENT SERVICES COMMITTE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GERALDINE SIMPSON | ||||||
| RESIDENT SERVICES COMMITTE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BONELLO | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $104,259 | $0 | $16,696 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $104,259 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,696 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHABCARE GROUP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 503534 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 53150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | THERAPY SERVICES | ServicesDesc |
| Compensation | $973,763 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $108,958 | AllOtherContributionsAmt |
| Total Contributions | $108,958 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT REVENUE | 623000 | $7,706,804 | $7,706,804 |
| ADVANCED MEMORY CARE | 623000 | $1,274,338 | $1,274,338 |
| APARTMENT REVENUE | 623000 | $1,137,873 | $1,137,873 |
| ASSISTED LIVING | 623000 | $569,996 | $569,996 |
| CHILD DAY CARE REVENUE | 624410 | $233,945 | $233,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,922,956 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,901 | TotalRevenueColumnAmt |
| Exclusion | $56,901 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $120,616 | TotalRevenueColumnAmt |
| Exclusion | $120,616 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $120,616 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,209,431 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,922,956 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $177,517 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,955 | TotalAmt |
| Management And General | $120,955 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,569,085 | TotalAmt |
| Program Services | $5,907,037 | ProgramServicesAmt |
| Management And General | $662,048 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,351 | TotalAmt |
| Program Services | $72,986 | ProgramServicesAmt |
| Management And General | $22,365 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,059 | TotalAmt |
| Program Services | $246,361 | ProgramServicesAmt |
| Management And General | $52,698 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,389 | TotalAmt |
| Program Services | $305,908 | ProgramServicesAmt |
| Management And General | $107,481 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,444 | TotalAmt |
| Management And General | $10,444 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,606 | TotalAmt |
| Management And General | $26,606 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,887 | TotalAmt |
| Program Services | $32,128 | ProgramServicesAmt |
| Management And General | $95,759 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,354 | TotalAmt |
| Program Services | $302,354 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,846 | TotalAmt |
| Program Services | $4,131 | ProgramServicesAmt |
| Management And General | $1,715 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,263 | TotalAmt |
| Program Services | $197,263 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $742,670 | TotalAmt |
| Program Services | $742,670 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,810 | TotalAmt |
| Program Services | $574,733 | ProgramServicesAmt |
| Management And General | $86,077 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD COSTS | $886,276 | $886,276 |
| SUPPLIES | $417,084 | $417,084 |
| PURCHASED SERVICES | $246,059 | $246,059 |
| BED SURCHARGE | $154,758 | $154,758 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$147,198 | TotalAmt |
| Program Services | -$342,028 | ProgramServicesAmt |
| Management And General | $194,830 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,128,698 | TotalAmt |
| Program Services | $9,747,720 | ProgramServicesAmt |
| Management And General | $1,380,978 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,284,361 | BOYAmt |
| EOY | $1,458,482 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $929,590 | BOYAmt |
| EOY | $836,896 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53 | BOYAmt |
| EOY | $3,853 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,603,112 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,518,754 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,637,820 | BOYAmt |
| EOY | $10,084,358 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,471,558 | BOYAmt |
| EOY | $1,914,761 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,754 | BOYAmt |
| EOY | $126,669 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,589,136 | BOYAmt |
| EOY | $14,425,019 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,707 | BOYAmt |
| EOY | $743,637 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,097,970 | BOYAmt |
| EOY | $7,739,457 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,812 | BOYAmt |
| EOY | $147,476 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,895,489 | BOYAmt |
| EOY | $8,630,570 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,693,647 | BOYAmt |
| EOY | $5,794,449 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,693,647 | BOYAmt |
| EOY | $5,794,449 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,589,136 | BOYAmt |
| EOY | $14,425,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $80,733 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,069 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $195,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $147,230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,558 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,452 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,958 | CurrentTaxYearAmt |
| Total | $631,034 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,130,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,417,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,097,517 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,625,794 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,922,956 | CurrentTaxYearAmt |
| Total | $50,193,710 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,326,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,564,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,191,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,711,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,031,914 | CurrentTaxYearAmt |
| Total | $50,824,744 | 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 | $50,824,744 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,602 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,901 | CurrentTaxYearAmt |
| Total | $265,026 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,602 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,901 | CurrentTaxYearAmt |
| Total | $265,026 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $290,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$7,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $319,562 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,615 | CurrentTaxYearAmt |
| Total | $842,219 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,689,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,597,959 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,562,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,872,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,209,430 | CurrentTaxYearAmt |
| Total | $51,931,989 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97500 | PublicSupportPY509Pct |
| Investment Income CY | 0.00510 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00460 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $612,747 | OtherCostOrOtherBasisAmt |
| Book Value | $612,747 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,827,516 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,435,077 | DepreciationAmt |
| Book Value | $8,392,439 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,332,769 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,637,782 | DepreciationAmt |
| Book Value | $694,987 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $830,080 | OtherCostOrOtherBasisAmt |
| Depreciation | $445,895 | DepreciationAmt |
| Book Value | $384,185 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,084,358 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| UNITED METHODIST FOUNDATION COMMON | $1,913,690 | F |
| CO-OP OIL STOCK CERTIFICATE | $1,071 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,914,761 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET RETIREMENT OBLIGATION | $74,816 |
| SECURITY DEPOSITS | $59,225 |
| RESIDENT TRUST FUNDS | $13,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $147,476 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,229,500 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $20,069 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $20,069 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,209,431 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,209,431 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,128,698 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,128,698 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,128,698 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE CORPORATE INCOME TAXES UNDER CODE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD RELATED TO INCOME TAXES REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX PROVISIONS. THE APPLICATION OF THE STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. THE ORGANIZATION IS ALSO NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSING AUTHORITY OF THE CITY OF SPARTA WI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 396005610 | BondIssuerEIN |
| Bond Issued | 2013-05-10 | BondIssuedDt |
| Issue Price | $9,139,000 | IssuePriceAmt |
| Purpose | REFUND VARIOUS DEBT ISSUES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,446,542 | RetiredAmt |
| Total Proceeds | $9,139,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $117,714 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $588,636 | CapitalExpendituresAmt |
| Other Spent Proceeds | $8,432,650 | OtherSpentProceedsAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO BEING FILED WITH THE IRS, A COPY OF THE IRS FORM 990 AND RELATED SCHEDULES ARE REVIEWED BY THE EXECUTIVE DIRECTOR, INCLUDING A CONFIRMATION OF THE ACCURACY OF EVERY ANSWER AND OVERSIGHT OF APPROPRIATE CHANGES. UPON COMPLETION OF THE EXECUTIVE DIRECTOR'S REVIEW, THE FORMS ARE REVIEWED AND APPROVED AT A BOARD MEETING PRIOR TO SUBMITTAL TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND KEY EMPLOYEES ARE ASKED TO DISCLOSE ANNUALLY BUSINESS RELATIONSHIPS AND FAMILY MEMBERS THAT COULD, OR DO, CREATE A CONFLICT OF INTEREST. CONFLICTS OF INTEREST ARE DETERMINED BY A REVIEW OF THE POTENTIAL CONFLICTS BY THE ADMINISTRATOR AND THE BOARD OF DIRECTORS. IF A CONFLICT EXISTS, THEN THE CONFLICTED BOARD MEMBER OR KEY EMPLOYEE IS EXCLUDED FROM DISCUSSIONS AND VOTES RELATED TO ANY POTENTIAL OR EXISTING RELATIONSHIPS INVOLVING THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS USED TO SET THE ADMINISTRATOR'S ANNUAL SALARY IS BASED ON A COMBINATION OF COMPARISON TO COMPARABLE ORGANIZATIONS THROUGH USE OF OUR TRADE ORGANIZATION'S ANNUAL COMPENSATION SURVEY AND ATTAINMENT IN THE CURRENT YEAR OF PREDEFINED PERFORMANCE OBJECTIVES SET FOR THE ADMINISTRATOR PERSONALLY AND THE ORGANIZATION. THIS PROCESS IS PERFORMED ANNUALLY BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE BOARD OF DIRECTORS ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE INDEPENDENT AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Comments