IMMANUEL HOME & COMMUNITY RESOURCES: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- IMMANUEL HOME & COMMUNITY RESOURCES (EIN 27-2628802)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-03-07
- IRS object ID
- 201740669349300529
- Schema version
- 2015v3.0
- 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 | 2017-03-07T14:14:07-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 476097913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIM JOHNSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT STREET SUITE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 680224722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272628802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMMANUEL HOME AND COMMUNITY RESOURCES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IMMA | BusinessNameControlTxt |
| Phone | 4028292900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1044 N 115TH STREET NO 500 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SCHULTZ | PersonNm |
| Person Title | EXECUTIVE VICE PRESIDENT & CFO | PersonTitleTxt |
| Phone | 4028292900 | PhoneNum |
| Signature | 2017-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA J FAJEN | PreparerPersonNm |
| PTIN | P00400874 | PTIN |
| Phone | 4023302660 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK SCHULTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1044 N 115TH STREET NO 500 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,718,845 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IMMANUEL.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE IN-HOME, RESIDENTIAL AND COMMUNITY-BASED HEALTH CARE AND RELATED SERVICES TO THE ELDERLY. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,358,419 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,733,418 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,775 | PYInvestmentIncomeAmt |
| CY Investment Income | -$2,922 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,382,194 | PYTotalRevenueAmt |
| CY Total Revenue | $2,730,496 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $50,912 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,088,646 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,817,206 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $942,184 | PYOtherExpensesAmt |
| CY Other Expenses | $871,042 | CYOtherExpensesAmt |
| PY Total Expenses | $3,081,742 | PYTotalExpensesAmt |
| CY Total Expenses | $3,688,248 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$699,548 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$957,752 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,727,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,549,688 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,125,404 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,901,956 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,602,208 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $647,732 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CHRIST-CENTERED SERVICE TO SENIORS, EACH OTHER AND THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $2,801,257 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,169,191 | RevenueAmt |
| Desc | IMMANUEL HOME AND COMMUNITY RESOURSES (IHCR) IS THE SOLE MEMBER OF PACE IOWA AND PACE NEBRASKA, BOTH 501(C)(3) ORGANIZATIONS DOING BUSINESS AS IMMANUEL PATHWAYS. IHCR OVERSEES AND COORDINATES THE ACTIVITIES OF PACE IOWA AND PACE NEBRASKA. "PACE" STANDS FOR PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY. PACE PROGRAMS COORDINATE AND PROVIDE ALL NEEDED PREVENTATIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES SO THAT OLDER INDIVIDUALS CAN CONTINUE LIVING IN THEIR HOME AND COMMUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $429,769 | ExpenseAmt |
| Revenue | $564,227 | RevenueAmt |
| Desc | LIFELINE BY IMMANUEL IS AN AFFORDABLE EMERGENCY CALL SYSTEM. THE PROGRAM PROVIDES HELP AT THE PUSH OF A BUTTON GIVING INDIVIDUALS INDEPENDENCE AND SAFETY WHILE LIVING ALONE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,231,026 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLE SCOTT CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4028292933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1044 N 115TH STREET SUITE 500 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVE MUSSMAN | |||||||||
| CHAIR | 0.30 | 2.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID JACOX | |||||||||
| VICE CHAIR | 0.30 | 2.90 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MIKE WILLIAMS | |||||||||
| SECRETARY/TREASURER | 0.30 | 2.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| REV CARMALA ADERMAN | |||||||||
| MEMBER | 0.30 | 2.60 | Yes (X) | $0 | $0 | $0 | |||
| REV DR DENNIS ANDERSON | |||||||||
| MEMBER | 0.30 | 2.90 | Yes (X) | $0 | $0 | $0 | |||
| REV DR DAVID DEFREESE | |||||||||
| MEMBER | 0.30 | 2.60 | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE HRUZA MD | |||||||||
| MEMBER | 0.30 | 2.60 | Yes (X) | $0 | $0 | $0 | |||
| BISHOP BRIAN MAAS | |||||||||
| MEMBER | 0.30 | 2.60 | Yes (X) | $0 | $0 | $0 | |||
| MARK WATERSTRAAT | |||||||||
| MEMBER | 0.30 | 2.60 | Yes (X) | $0 | $0 | $0 | |||
| DELIGHT WREED BYRD | |||||||||
| MEMBER | 0.30 | 2.90 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT LANIK | |||||||||
| MEMBER | 0.30 | 2.60 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT JOHNSON | |||||||||
| MEMBER | 0.30 | 2.60 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE PLATH | |||||||||
| MEMBER | 0.30 | 2.90 | Yes (X) | $0 | $0 | $0 | |||
| GUILLERMO BILL HUERTA MD | |||||||||
| MEMBER THRU 12/31/15 | 0.30 | 2.90 | Yes (X) | $0 | $0 | $0 | |||
| LAURA FENDER | |||||||||
| MEMBER THRU 12/31/15 | 0.30 | 2.60 | Yes (X) | $0 | $0 | $0 | |||
| ERIC N GURLEY | |||||||||
| PRESIDENT & CEO | 2.00 | 46.00 | Yes (X) | Yes (X) | $0 | $405,346 | $191,173 | ||
| MARK SCHULTZ | |||||||||
| EXECUTIVE VP & CFO | 2.00 | 45.00 | Yes (X) | $0 | $265,236 | $21,203 | |||
| TAMMY SEALER | |||||||||
| SENIOR VICE PRESIDENT/CAO | 5.00 | 43.00 | Yes (X) | $0 | $210,348 | $34,142 | |||
| VERNA MEACHUM | |||||||||
| SENIOR VP/COO | 5.00 | 43.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW FISHER | |||||||||
| SENIOR VP/COO THRU 7/10/15 | 5.00 | 43.00 | Yes (X) | $0 | $106,092 | $25,971 | |||
| MARK WILES MD | |||||||||
| PHYSICIAN | 10.00 | 36.00 | $0 | $260,568 | $42,827 | Yes (X) | |||
| ROXANN ROGERS MEYER | |||||||||
| VP OF MARKETING & COMMUNICATIONS | 2.00 | 45.00 | $0 | $154,873 | $30,204 | Yes (X) | |||
| JILL NYQUIST | |||||||||
| VP OF IMMANUEL PATHWAYS | 25.00 | 22.00 | $0 | $154,524 | $22,276 | Yes (X) | |||
| TOM GARVEY | |||||||||
| VP OF INFORMATION TECHNOLOGY | 4.00 | 43.00 | $0 | $143,826 | $27,224 | Yes (X) | |||
| CHERYL MUNDT | |||||||||
| DIRECTOR OF DEVELOPMENT & STRATEGIC PROJECTS | 5.00 | 41.00 | $0 | $135,350 | $9,470 | Yes (X) | |||
| DAN FRIEDLUND | |||||||||
| FORMER EXECUTIVE VP & CFO | 0.00 | 15.00 | $0 | $134,903 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,971,066 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $404,490 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PHILLIPS LIFELINE | |||||
| PO BOX 981009 | BOSTON | MA | 022981009 | MONITORING SERVICES | $361,088 |
| MEDITURE | |||||
| 7700 EQUITABLE DRIVE STE 100 | EDEN PRAIRIE | MN | 553443685 | IT SERVICES | $213,482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PACE PROGRAM MGMT SERV | 623990 | $1,172,038 | $1,172,038 |
| PROGRAM-RELATED INVEST | 561000 | $997,153 | $997,153 |
| LIFELINE EMERGENCY CAL | 621990 | $564,227 | $564,227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,733,418 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,554 | TotalRevenueColumnAmt |
| Exclusion | $2,554 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $982,873 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $981,041 | SecuritiesAmt |
| Other | $7,308 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,832 | SecuritiesAmt |
| Other | -$7,308 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,476 | TotalRevenueColumnAmt |
| Exclusion | -$5,476 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,730,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,733,418 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,922 | 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 | $230,739 | TotalAmt |
| Management And General | $230,739 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,965,996 | TotalAmt |
| Program Services | $1,811,472 | ProgramServicesAmt |
| Management And General | $154,524 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,957 | TotalAmt |
| Program Services | $3,957 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,267 | TotalAmt |
| Program Services | $579,991 | ProgramServicesAmt |
| Management And General | $22,276 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,247 | TotalAmt |
| Program Services | $12,003 | ProgramServicesAmt |
| Management And General | $2,244 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,071 | TotalAmt |
| Management And General | $19,071 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,087 | TotalAmt |
| Management And General | $20,087 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,147 | TotalAmt |
| Management And General | $5,147 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,134 | TotalAmt |
| Management And General | $3,134 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,389 | TotalAmt |
| Program Services | $372,389 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,105 | TotalAmt |
| Program Services | $9,105 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,491 | TotalAmt |
| Program Services | $9,491 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,937 | TotalAmt |
| Program Services | $144,937 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,985 | TotalAmt |
| Program Services | $35,985 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,113 | TotalAmt |
| Program Services | $144,113 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,001 | TotalAmt |
| Program Services | $81,001 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,284 | TotalAmt |
| Program Services | $16,284 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEDICAL SUPPLIES | $6,322 | $6,322 |
| BAD DEBT EXPENSE | $3,251 | $3,251 |
| MEMBERSHIPS & DUES | $700 | $700 |
| LICENSES & PERMITS | $25 | $25 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,688,248 | TotalAmt |
| Program Services | $3,231,026 | ProgramServicesAmt |
| Management And General | $457,222 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,126 | BOYAmt |
| EOY | $43,871 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,399 | BOYAmt |
| EOY | $47,550 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,422 | BOYAmt |
| EOY | $209,422 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,766 | BOYAmt |
| EOY | $56,364 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $659,466 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $284,281 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,637 | BOYAmt |
| EOY | $375,185 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,204 | BOYAmt |
| EOY | $57,524 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,957,944 | BOYAmt |
| EOY | $799,045 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,832,114 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,960,727 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,727,612 | BOYAmt |
| EOY | $4,549,688 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,067 | BOYAmt |
| EOY | $51,362 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,919,337 | BOYAmt |
| EOY | $3,850,594 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,125,404 | BOYAmt |
| EOY | $3,901,956 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,602,208 | BOYAmt |
| EOY | $647,732 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,602,208 | BOYAmt |
| EOY | $647,732 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,727,612 | BOYAmt |
| EOY | $4,549,688 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$957,752 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,276 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$18,000,000 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 Minus3 Years | $1,000 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,000 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $719,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $945,658 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,904,277 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,358,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,733,418 | CurrentTaxYearAmt |
| Total | $8,661,767 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $719,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $946,658 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,904,277 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,358,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,733,418 | CurrentTaxYearAmt |
| Total | $8,662,767 | 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 | $8,662,767 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,088 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,481 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,322 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,554 | CurrentTaxYearAmt |
| Total | $249,653 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,088 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,481 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,322 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,554 | CurrentTaxYearAmt |
| Total | $249,653 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $763,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $995,139 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,000,599 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,417,627 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,735,972 | CurrentTaxYearAmt |
| Total | $8,912,420 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97200 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96350 | PublicSupportPY509Pct |
| Investment Income CY | 0.02800 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03650 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $611,817 | OtherCostOrOtherBasisAmt |
| Depreciation | $284,281 | DepreciationAmt |
| Book Value | $327,536 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,649 | OtherCostOrOtherBasisAmt |
| Book Value | $47,649 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $375,185 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PALMER SQ SHORT DURATION | Desc |
| Book Value | $799,045 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $799,045 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM PACE IOWA | $2,153,613 |
| DUE FROM PACE NEBRASKA | $807,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,960,727 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SUBORDINATED NOTE PAYABLE TO IMMANUEL | $3,208,038 |
| DUE TO IMMANUEL RETIREMENT COMMUNITIES | $642,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,850,594 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL AFFILIATED ENTITIES ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE CODE AND HAVE RECEIVED DETERMINATION LETTERS THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE, EXCEPT FOR IMMANUEL CORE FUND, LLC, WHICH IS A DISREGARDED ENTITY FOR TAX PURPOSES. THE INTERNAL REVENUE SERVICE HAS ESTABLISHED STANDARDS TO BE MET TO MAINTAIN IMMANUEL'S TAX EXEMPT STATUS. IMMANUEL ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC 740, INCOME TAXES. IMMANUEL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT JUNE 30, 2016, IMMANUEL HAD NO UNCERTAIN TAX POSITIONS ACCRUED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC N GURLEY | ||||||||||||||
| PRESIDENT & CEO | $0 | $337,001 | $0 | $59,742 | $0 | $8,603 | $0 | $157,349 | $0 | $33,824 | $0 | $596,519 | $0 | $0 |
| MARK SCHULTZ | ||||||||||||||
| EXECUTIVE VP & CFO | $0 | $239,708 | $0 | $21,950 | $0 | $3,578 | $0 | $0 | $0 | $21,203 | $0 | $286,439 | $0 | $0 |
| TAMMY SEALER | ||||||||||||||
| SENIOR VICE PRESIDENT/CAO | $0 | $164,954 | $0 | $42,296 | $0 | $3,098 | $0 | $12,837 | $0 | $21,305 | $0 | $244,490 | $0 | $0 |
| MARK WILES MD | ||||||||||||||
| PHYSICIAN | $0 | $260,325 | $0 | $0 | $0 | $243 | $0 | $16,026 | $0 | $26,801 | $0 | $303,395 | $0 | $0 |
| ROXANN ROGERS MEYER | ||||||||||||||
| VP OF MARKETING & COMMUNICATIONS | $0 | $134,457 | $0 | $19,713 | $0 | $703 | $0 | $9,537 | $0 | $20,667 | $0 | $185,077 | $0 | $0 |
| JILL NYQUIST | ||||||||||||||
| VP OF IMMANUEL PATHWAYS | $0 | $120,955 | $0 | $33,200 | $0 | $369 | $0 | $9,303 | $0 | $12,973 | $0 | $176,800 | $0 | $0 |
| TOM GARVEY | ||||||||||||||
| VP OF INFORMATION TECHNOLOGY | $0 | $117,566 | $0 | $25,656 | $0 | $604 | $0 | $5,488 | $0 | $21,736 | $0 | $171,050 | $0 | $0 |
| DAN FRIEDLUND | ||||||||||||||
| FORMER EXECUTIVE VP & CFO | $0 | $100,321 | $0 | $34,582 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $134,903 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE COMPENSATED OFFICERS ARE EMPLOYEES OF IMMANUEL, A RELATED ENTITY. THE BOARD'S EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE TO REVIEW AND APPROVE THE TOTAL COMPENSATION FOR ERIC GURLEY, AND TO APPROVE THE BONUS PLAN AND PAYOUT OF BONUSES TO THE LEADERSHIP TEAM. THE COMPENSATION COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT TO HELP SET SALARIES AND BENEFITS. A WRITTEN EMPLOYMENT CONTRACT IS USED FOR ERIC GURLEY. |
| PART I, LINE 4B | ERIC N. GURLEY, PRESIDENT AND CEO, IS A PARTICIPANT IN AN ENDORSEMENT SPLIT-DOLLAR LIFE INSURANCE PLAN AND A DEFERRED COMPENSATION PLAN WHICH IS INTENDED TO MEET THE REQUIREMENTS OF SECTIONS 409A AND 457(F). BOTH PLANS ARE SPONSORED BY IMMANUEL, A RELATED TAX EXEMPT ENTITY AND MR. GURLEY'S EMPLOYER. THROUGH DECEMBER 31, 2015, MR. GURLEY'S DEFERRED COMPENSATION ACCOUNT WAS CREDITED WITH $137,399. PREMIUMS OF $157,474 WERE PAID FOR THE ENDORSEMENT SPLIT-DOLLAR LIFE INSURANCE PLAN POLICY. UNDER THE PLAN, IMMANUEL ENDORSES TO MR. GURLEY THE RIGHT TO DESIGNATE A BENEFICIARY FOR THE PORTION OF THE DEATH BENEFIT IN EXCESS OF THE GREATER OF THE CASH SURRENDER VALUE OR PREMIUMS PAID. THE VALUE OF THAT RIGHT, WHICH WAS INCLUDED IN MR. GURLEY'S REPORTABLE COMPENSATION, WAS $3,499. AS OF JUNE 30, 2016, THE DEATH BENEFIT IN EXCESS OF PREMIUMS PAID WAS $3,431,351. |
| PART I, LINE 6 | THE ORGANIZATION DOES NOT PAY OR ACCRUE ANY COMPENSATION BASED ON THE REVENUES OR THE NET EARNINGS OF THE ORGANIZATION OR ANY RELATED ORGANIZATION. HOWEVER, A SMALL PERCENTAGE (LESS THAN 10%) OF THE BONUSES PAID TO ERIC GURLEY, MARK SCHULTZ, TAMMY SEALER, TOM GARVEY, ROXANN ROGERS MEYER AND DAN FRIEDLUND IS BASED ON AN OPERATING MARGIN CALCULATION OF IMMANUEL AND RELATED TAX-EXEMPT ORGANIZATIONS. A SMALL PERCENTAGE (LESS THAN 10%) OF THE BONUSES PAID TO JILL NYQUIST AND CHERYL MUNDT IS BASED ON AN OPERATING MARGIN CALCULATION OF IMMANUEL HOME & COMMUNITY RESOURCES. |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail (2 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| PACE IOWA | |||||||||
| CANCELLATION OF PROMISSORY NOTE RECEIVABLE FROM PACE IOWA | 2016-06-30 | $10,000,000 | BALANCE OF PROMISSORY NOTE AT 6/30/16 | 273635343 | 1044 N 115TH STREET SUITE 50 | OMAHA | NE | 68154 | 501(C)(3) |
| PACE NEBRASKA | |||||||||
| CANCELLATION OF PROMISSORY NOTE RECEIVABLE FROM PACE NEBRASKA | 2016-06-30 | $8,000,000 | BALANCE OF PROMISSORY NOTE AT 6/30/16 | 273635416 | 1044 N 115TH STREET SUITE 50 | OMAHA | NE | 68154 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 0 | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE N, PART II: | FormAndLineReferenceDesc |
| Explanation | IMMANUEL HOME AND COMMMUNITY RESOURCES (IHCR) IS THE SOLE MEMBER OF PACE IOWA AND PACE NEBRASKA, BOTH 501(C)(3) ORGANIZATIONS DOING BUSINESS AS IMMANUEL PATHWAYS. IHCR OVERSEES AND COORDINATES THE ACTIVITIES OF PACE IOWA AND PACE NEBRASKA. PRIOR TO JUNE 30, 2016, IHCR HAD ENTERED INTO A SUBORDINATED LINE OF CREDIT AND PROMISSORY NOTE WITH BOTH PACE IOWA AND PACE NEBRASKA NOT TO EXCEED $10,000,000 AND $8,000,000, RESPECTIVELY. THESE NOTES HAD AN INTEREST RATE OF PRIME RATE PLUS 2%. AT JUNE 30, 2016, IHCR CANCELLED THESE NOTES. THE TRANSFERS TO AFFILIATES WAS RECOGNIZED AS AN OTHER CHANGE IN NET ASSETS ON FORM 990, PAGE 12, LINE 9. THERE WERE NO CHANGES IN OFFICERS OF IHCR, THE TRANSFEROR, OR PACE IOWA AND PACE NEBRASKA, THE TRANSFEREE ORGANIZATIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | IN JANUARY, IMMANUEL HOME AND COMMUNITY RESOURCES SOLD THE LIFELINE PROGRAM, A MONTHLY SUBSCRIPTION FEE-BASED MONITORING SERVICE FOR ELDERLY INDIVIDUALS. USERS PAID A MONTHLY FEE FOR IMMEDIATE RESPONSE SERVICES IF THEY PRESS A BUTTON FOR ASSISTANCE ON THEIR CALL UNIT. |
| FORM 990, PART V, LINE 2A: | INDIVIDUALS PERFORMING SERVICES FOR IMMANUEL HOME AND COMMUNITY RESOURCES ARE EMPLOYEES OF IMMANUEL, A RELATED ENTITY. THEREFORE, IMMANUEL ISSUES THE FORM W-2 FOR THESE EMPLOYEES. BECAUSE IMMANUEL HOME AND COMMUNITY RESOURCES REIMBURSES IMMANUEL FOR THE SALARIES AND BENEFITS OF THESE EMPLOYEES, THE EXPENSES FOR THEIR SALARIES AND BENEFITS ARE REFLECTED ON THIS RETURN IN PART IX, STATEMENT OF FUNCTIONAL EXPENSES. |
| FORM 990, PART VI, SECTION A, LINE 2 | ERIC N. GURLEY IS THE PRESIDENT AND CEO OF IMMANUEL, A SUPPORTING ORGANIZATION OF IMMANUEL HOME AND COMMUNITY RESOURCES. ALL COMPENSATED BOARD MEMBERS, OFFICERS AND OTHER EMPLOYEES ARE EMPLOYEES OF IMMANUEL. |
| FORM 990, PART VI, SECTION A, LINE 6 | IMMANUEL HOME AND COMMUNITY RESOURCES (IHCR) HAS ONE MEMBER, IMMANUEL. |
| FORM 990, PART VI, SECTION A, LINE 7A | IMMANUEL, IHCR'S SOLE MEMBER, HAS THE RIGHT TO APPOINT AND REMOVE DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | IMMANUEL, IHCR'S SOLE MEMBER, MUST APPROVE ANY AMENDMENT AND INITIATE OR ADOPT AMENDMENTS TO THE ARTICLES OR BYLAWS OF IMMANUEL HOME AND COMMUNITY RESOURCES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM WITH THE ASSISTANCE OF THE CONTROLLER, AND IS THEN REVIEWED BY THE CFO AND THE CONTROLLER. COPIES OF THE REVIEWED RETURN ARE PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | IMMANUEL HOME AND COMMUNITY RESOURCES USES THE SAME POLICY AS IMMANUEL, A RELATED ORGANIZATION. THE POLICY STATES THAT THE BOARD OF DIRECTORS MUST SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSE ALL CONFLICTS. THE GOVERNANCE COMMITTEE SHALL DECIDE WHAT ACTIONS NEED TO BE TAKEN CONCERNING ANY CONFLICTS. THE BOARD MEMBER IS PROHIBITED FROM VOTING ON ANY BUSINESS RELATED TO ANY CONFLICT THE GOVERNANCE COMMITTEE HAS IDENTIFIED. |
| FORM 990, PART VI, SECTION B, LINE 15 | IMMANUEL HOME AND COMMUNITY RESOURCES DOES NOT HAVE A CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL OR ANY KEY EMPLOYEES THE ORGANIZATION DIRECTLY COMPENSATES. THE ORGANIZATION REIMBURSES IMMANUEL, A RELATED ORGANIZATION, FOR PORTIONS OF THE SALARIES OF IMMANUEL EMPLOYEES WHO PROVIDE NEEDED SERVICES. THEREFORE, IT IS NOT NECESSARY TO HAVE A PROCESS TO DETERMINE COMPENSATION FOR THESE POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | IMMANUEL HOME AND COMMUNITY RESOURCES DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII: | ALL COMPENSATION AND BENEFITS SHOWN FOR DIRECTORS ARE PAID BY IMMANUEL, THE SPONSOR ORGANIZATION, FOR SERVICES PERFORMED FOR IMMANUEL OR OTHER RELATED ENTITIES. THE COMPENSATION IS NOT PAID FOR SERVICES IN CONNECTION WITH THE POSITION OF DIRECTOR FOR IMMANUEL HOME AND COMMUNITY RESOURCES. |
| FORM 990, PART IX, LINE 11G | OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 86,859. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,859. LIFELINE MONITORING SERVICES: PROGRAM SERVICE EXPENSES 180,095. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 180,095. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 105,435. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 105,435. |
| FORM 990, PART XI, LINE 9: | EQUITY TRANSFER TO PACE IOWA AND PACE NEBRASKA -18,000,000. |
| FORM 990, PART XII, LINE 2C: | THE BOARD OF DIRECTORS OF IMMANUEL HOME AND COMMUNITY RESOURCES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| IMMANUEL | |||||||||||
| 1044 N 115TH STREET SUITE 500 | OMAHA | NE | 68154 | 470733774 | CORPORATE SUPPORT | NE | 501(C)(3) | LINE 11B, II | N/A | 0 | |
| IMMANUEL RETIREMENT COMMUNITIES | |||||||||||
| 1044 N 115TH STREET SUITE 500 | OMAHA | NE | 68154 | 470799108 | ELDERLY HOUSING | NE | 501(C)(3) | LINE 9 | Yes (1) | IMMANUEL | |
| IMMANUEL COMMUNITY FOUNDATION | |||||||||||
| 1044 N 115TH STREET SUITE 500 | OMAHA | NE | 68154 | 470624928 | FUNDRAISING | NE | 501(C)(3) | LINE 11C, III-FI | Yes (1) | SEE STATEMENT | |
| PACE IOWA | |||||||||||
| 1044 N 115TH STREET SUITE 500 | OMAHA | NE | 68154 | 273635343 | ELDERLY SERVICES | NE | 501(C)(3) | LINE 9 | Yes (1) | IMMANUEL HOME AND COMMUNITY RESOURCES | |
| PACE NEBRASKA | |||||||||||
| 1044 N 115TH STREET SUITE 500 | OMAHA | NE | 68154 | 273635416 | ELDERLY SERVICES | NE | 501(C)(3) | LINE 9 | Yes (1) | IMMANUEL HOME AND COMMUNITY RESOURCES | |
| IMMANUEL AFFORDABLE INC | |||||||||||
| 1044 N 115TH STREET SUITE 500 | OMAHA | NE | 68154 | 470831041 | ELDERLY & LOW INCOME HOUSING | NE | 501(C)(3) | LINE 9 | Yes (1) | IMMANUEL | |
| IMMANUEL AFFORDABLE II INC | |||||||||||
| 1044 N 115TH STREET SUITE 500 | OMAHA | NE | 68154 | 800016829 | ELDERLY & LOW INCOME HOUSING | NE | 501(C)(3) | LINE 9 | Yes (1) | IMMANUEL | |
| IMMANUEL TRINITY AFFORDABLE INC | |||||||||||
| 1044 N 115TH STREET SUITE 500 | OMAHA | NE | 68154 | 113742894 | ELDERLY & LOW INCOME HOUSING | NE | 501(C)(3) | LINE 9 | Yes (1) | IMMANUEL | |
| IMMANUEL LONG TERM CARE | |||||||||||
| 1044 N 115TH STREET SUITE 500 | OMAHA | NE | 68154 | 462582783 | LONG-TERM HEALTH CARE SERVICES | NE | 501(C)(3) | LINE 9 | Yes (1) | IMMANUEL | |
| IMMANUEL COMMUNITY VISION FOUNDATION | |||||||||||
| 1044 N 115TH STREET SUITE 500 | OMAHA | NE | 68154 | 462693844 | SUPPORT NONPROFITS WHOSE MISSIONS ALIGN WITH IMMANUEL | NE | 501(C)(3) | LINE 11B, II | Yes (1) | IMMANUEL | |
| IRC II INC | |||||||||||
| 1044 N 115TH STREET SUITE 500 | OMAHA | NE | 68154 | 812697102 | ELDERLY HOUSING | NE | 501(C)(3) | LINE 9 | Yes (1) | IMMANUEL | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PACE IOWA | ||
| R | $1,053,772 | CASH TRANSFERRED EQUALS FMV |
| PACE NEBRASKA | ||
| R | $1,074,841 | CASH TRANSFERRED EQUALS FMV |
| PACE IOWA | ||
| L | $617,915 | CASH TRANSFERRED EQUALS FMV |
| PACE NEBRASKA | ||
| L | $535,052 | CASH TRANSFERRED EQUALS FMV |
| PACE IOWA | ||
| A | $577,821 | CASH TRANSFERRED EQUALS FMV |
| PACE NEBRASKA | ||
| A | $419,332 | CASH TRANSFERRED EQUALS FMV |
| PACE IOWA | ||
| R | $10,000,000 | NOTE RECEIVABLE FORGIVEN = FMV |
| PACE NEBRASKA | ||
| R | $8,000,000 | NOTE RECEIVABLE FORGIVEN = FMV |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R, PART V, LINE 1A-S: | IMMANUEL, A RELATED ENTITY, PAYS INVOICES FOR OPERATING EXPENSES ON BEHALF OF THE CORPORATION AND THE CORPORATION REIMBURSES IMMANUEL FOR AMOUNTS INCURRED. MOST, IF NOT ALL, INTERCOMPANY TRANSACTIONS ARE A RESULT OF THIS CENTRALIZED ACCOUNTING SYSTEM. |
| SCHEDULE R, PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS | IMMANUEL COMMUNITY FOUNDATION'S DIRECTORS ARE SELECTED BY THE BOARDS OF DIRECTORS OF THE FOUR ORGANIZATIONS IT SUPPORTS; IMMANUEL RETIREMENT COMMUNITIES, IMMANUEL HOME AND COMMUNITY RESOURCES, IMMANUEL LONG TERM CARE AND IRC II, INC. EACH OF THESE FOUR ORGANIZATIONS IS CONTROLLED BY THEIR SOLE MEMBER, IMMANUEL. |
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