HARWOOD PLACE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HARWOOD PLACE INC (EIN 39-1531532)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-08
- IRS object ID
- 201501289349301670
- Schema version
- 2014v5.0
- 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 | 2015-05-08T12:53:19-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | MCGLADREY 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 | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391531532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARWOOD PLACE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARW | BusinessNameControlTxt |
| Phone | 4142586170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 WEST NORTH AVENUE | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532131797 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT MCFADDEN | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4142586170 | PhoneNum |
| Signature | 2015-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEVERLY A KLUMPH | PreparerPersonNm |
| PTIN | P00024017 | PTIN |
| Phone | 6088332612 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT MCFADDEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 WEST NORTH AVENUE | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532131797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,877,403 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THELUTHERANHOME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | HARWOOD IS A FAITH-BASED FAMILY OF SERVICES DEDICATED TO MEETING THE PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS OF OLDER ADULTS, INCLUDING THEIR FAMILIES, WITH A VARIETY OF DISTINCTIVE HOUSING AND CARE OPTIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 119 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,203 | PYContributionsGrantsAmt |
| CY Contributions Grants | $31,550 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,812,966 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,957,946 | CYProgramServiceRevenueAmt |
| PY Investment Income | $751,961 | PYInvestmentIncomeAmt |
| CY Investment Income | $406,221 | CYInvestmentIncomeAmt |
| PY Other Revenue | $564,732 | PYOtherRevenueAmt |
| CY Other Revenue | $596,930 | CYOtherRevenueAmt |
| PY Total Revenue | $8,148,862 | PYTotalRevenueAmt |
| CY Total Revenue | $7,992,647 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,300,516 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,444,687 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,180,090 | PYOtherExpensesAmt |
| CY Other Expenses | $4,294,590 | CYOtherExpensesAmt |
| PY Total Expenses | $6,480,606 | PYTotalExpensesAmt |
| CY Total Expenses | $6,739,277 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,668,256 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,253,370 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,218,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,186,291 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,674,681 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,374,800 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,543,454 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,811,491 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HARWOOD IS A FAITH-BASED FAMILY OF SERVICES DEDICATED TO MEETING THE EVER-CHANGING PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS OF OLDER ADULTS, INCLUDING THEIR FAMILIES, WITH A VARIETY OF DISTINCTIVE HOUSING AND CARE OPTIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,415,304 | ExpenseAmt |
| Revenue | $5,275,524 | RevenueAmt |
| Desc | RETIREMENT HOUSING - HARWOOD LEASES 173 INDEPENDENT LIVING APARTMENTS THAT ARE ALL LICENSED AS RCAC'S. THE APARTMENTS RANGE IN SQUARE FOOTAGE WITH ONE OR TWO BEDROOM OPTIONS. SERVICES OFFERED INCLUDE A WELLNESS CENTER, RESTAURANT, GIFT SHOP, EXTRACURRICULAR ACTIVITIES, MEAL PLAN, HOUSEKEEPING SERVICES, LAUNDRY ROOMS, GUEST ROOMS, IN-HOUSE BEAUTY SHOP, CHAPEL SERVICES, AND RCAC SERVICES. DURING THE YEAR HARWOOD AVERAGED 168 LEASED APARTMENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,469,531 | ExpenseAmt |
| Revenue | $1,682,422 | RevenueAmt |
| Desc | COMMUNITY BASED RESIDENTIAL FACILITY - HARWOOD HAS A 32 UNIT CBRF FOR FRAIL ELDERLY NOT NEEDING NURSING HOME SERVICES YET BUT UNABLE TO LIVE INDEPENDENTLY. THE SERVICES OFFERED ARE 24 HOUR NURSING SERVICES, 3 MEALS PER DAY, HOUSEKEEPING, AND LAUNDRY SERVICES. THE CBRF RESIDENTS ALSO HAVE ACCESS TO THE WELLNESS CENTER, IN-HOUSE BEAUTY SHOP, CHAPEL SERVICES, AND EXTRACURRICULAR ACTIVITIES. APPROXIMATELY 31 UNITS WERE FILLED DURING THE YEAR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $596,930 | RevenueAmt |
| Desc | OTHER ANCILLARY REVENUE$596,930 OF ADDITIONAL REVENUE RECEIVED FROM MEALS, BEAUTY SHOP, BATHING, TRANSPORTATION, GARAGE RENTAL FEES, TELEPHONE AND CABLE TV SERVICES PROVIDED TO BENEFIT THE NEEDS OF RESIDENTS AS RELATED TO THE EXEMPT FUNCTION OF THE ORGANIZATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $596,930 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,884,835 | 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 | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 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 | Yes (1) | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 119 | 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 | SCOTT BERGIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142586170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 WEST NORTH AVENUE | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532131797 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 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 |
|---|---|---|---|---|---|---|---|
| DALE VAN DAM | |||||||
| CHAIRPERSON | 1.00 | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT SOWINSKI | |||||||
| VICE-CHAIRPERSON | 1.00 | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTINE SPECHT-PALMERT | |||||||
| SECRETARY | 1.00 | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS BALGEMAN | |||||||
| DIRECTOR | 1.00 | 1.20 | Yes (X) | $0 | $0 | $0 | |
| DUANE BLUEMKE | |||||||
| DIRECTOR | 1.00 | 1.20 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BRUSS | |||||||
| DIRECTOR | 1.00 | 1.20 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE DOLHUN | |||||||
| DIRECTOR | 1.00 | 1.20 | Yes (X) | $0 | $0 | $0 | |
| DONALD HACKBARTH | |||||||
| DIRECTOR | 1.00 | 1.20 | Yes (X) | $0 | $0 | $0 | |
| AMY DEE HARTWIG | |||||||
| TREASURER | 1.00 | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES KECK | |||||||
| DIRECTOR | 1.00 | 1.20 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM MARTENS | |||||||
| DIRECTOR | 1.00 | 1.20 | Yes (X) | $0 | $0 | $0 | |
| RONALD MEYER | |||||||
| DIRECTOR | 1.00 | 1.20 | Yes (X) | $0 | $0 | $0 | |
| DON SCHWERIN | |||||||
| DIRECTOR | 1.00 | 1.20 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE SOHN | |||||||
| DIRECTOR | 1.00 | 1.20 | Yes (X) | $0 | $0 | $0 | |
| STEVE VOLZ | |||||||
| DIRECTOR | 1.00 | 1.20 | Yes (X) | $0 | $0 | $0 | |
| SCOTT MCFADDEN | |||||||
| PRESIDENT/CEO | 8.00 | 32.00 | Yes (X) | $42,070 | $168,280 | $27,399 | |
| ALISON KATULA | |||||||
| VP/COO | 40.00 | 0.00 | Yes (X) | $75,985 | $0 | $16,878 | |
| SCOTT BERGIN | |||||||
| CONTROLLER | 9.00 | 31.00 | Yes (X) | $22,286 | $74,610 | $3,316 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $140,341 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $242,890 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $47,593 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| LEDOMER LLC | |||||
| 5205 31ST ST | KENOSHA | WI | 53144 | CONSTRUCTION | $406,093 |
| JOS SCHMITT CONSTRUCTION | |||||
| 2104 UNION AVE | SHEBOYGAN | WI | 53082 | CONSTRUCTION | $177,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $22,550 | RelatedOrganizationsAmt |
| All Other Contributions | $9,000 | AllOtherContributionsAmt |
| Total Contributions | $31,550 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RETIREMENT HOUSING | 623000 | $5,275,524 | $5,275,524 |
| CBRF | 623000 | $1,682,422 | $1,682,422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,957,946 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $183,693 | TotalRevenueColumnAmt |
| Exclusion | $183,693 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,107,284 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,884,756 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $222,528 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $222,528 | TotalRevenueColumnAmt |
| Exclusion | $222,528 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEAL FEES | 623000 | $342,811 | $342,811 |
| TELEPHONE FEES | 623000 | $59,573 | $59,573 |
| GARAGE FEES | 623000 | $47,355 | $47,355 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,191 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $147,191 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $596,930 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,992,647 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,554,876 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $406,221 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,850 | TotalAmt |
| Management And General | $98,850 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,872,996 | TotalAmt |
| Program Services | $1,671,646 | ProgramServicesAmt |
| Management And General | $201,350 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,334 | TotalAmt |
| Program Services | $27,050 | ProgramServicesAmt |
| Management And General | $2,284 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,179 | TotalAmt |
| Program Services | $277,140 | ProgramServicesAmt |
| Management And General | $8,039 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,328 | TotalAmt |
| Program Services | $137,462 | ProgramServicesAmt |
| Management And General | $20,866 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,450 | TotalAmt |
| Management And General | $14,450 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,493 | TotalAmt |
| Management And General | $36,493 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,311 | TotalAmt |
| Program Services | $396,812 | ProgramServicesAmt |
| Management And General | $62,499 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,624 | TotalAmt |
| Management And General | $53,624 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,161 | TotalAmt |
| Management And General | $46,161 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,118,560 | TotalAmt |
| Program Services | $1,118,560 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,025 | TotalAmt |
| Program Services | $41,011 | ProgramServicesAmt |
| Management And General | $14 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554 | TotalAmt |
| Program Services | $345 | ProgramServicesAmt |
| Management And General | $209 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,526,758 | TotalAmt |
| Program Services | $1,526,758 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,499 | TotalAmt |
| Management And General | $41,499 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RAW FOOD | $402,856 | $402,856 | |
| MANAGEMENT FEE FROM AFF | $288,045 | $36,519 | $251,526 |
| SUPPLIES (NURSING, HOUS | $149,166 | $149,166 | |
| RESIDENT TRIPS | $19,610 | $19,610 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,478 | TotalAmt |
| Program Services | $79,900 | ProgramServicesAmt |
| Management And General | $16,578 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,739,277 | TotalAmt |
| Program Services | $5,884,835 | ProgramServicesAmt |
| Management And General | $854,442 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,472,923 | BOYAmt |
| EOY | $3,573,254 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,663 | BOYAmt |
| EOY | $35,663 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,075 | BOYAmt |
| EOY | $46,212 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,550 | BOYAmt |
| EOY | $223,799 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,393,259 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,877,089 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,993,950 | BOYAmt |
| EOY | $12,516,170 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,367,325 | BOYAmt |
| EOY | $10,748,944 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,649 | BOYAmt |
| EOY | $42,249 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,218,135 | BOYAmt |
| EOY | $27,186,291 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $940,202 | BOYAmt |
| EOY | $639,303 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,633,839 | BOYAmt |
| EOY | $6,287,397 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,650,685 | BOYAmt |
| EOY | $15,060,221 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,400 | BOYAmt |
| EOY | $336,850 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,555 | BOYAmt |
| EOY | $51,029 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,674,681 | BOYAmt |
| EOY | $22,374,800 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,542,983 | BOYAmt |
| EOY | $4,810,970 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471 | BOYAmt |
| EOY | $521 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,543,454 | BOYAmt |
| EOY | $4,811,491 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,218,135 | BOYAmt |
| EOY | $27,186,291 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,253,370 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,617 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $50 | 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 | $2,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,146 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,550 | CurrentTaxYearAmt |
| Total | $69,413 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,085,797 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,803,696 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,011,061 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,371,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,546,012 | CurrentTaxYearAmt |
| Total | $34,817,786 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,088,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,808,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,022,207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,390,423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,577,562 | CurrentTaxYearAmt |
| Total | $34,887,199 | 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 | $34,887,199 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $181,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $283,872 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,767 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $183,693 | CurrentTaxYearAmt |
| Total | $1,104,698 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $181,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $283,872 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,767 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $183,693 | CurrentTaxYearAmt |
| Total | $1,104,698 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,270,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,092,637 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,286,723 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,581,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,761,255 | CurrentTaxYearAmt |
| Total | $35,991,897 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96440 | PublicSupportPY509Pct |
| Investment Income CY | 0.03070 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03560 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,153,911 | OtherCostOrOtherBasisAmt |
| Book Value | $1,153,911 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,268,559 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,757,169 | DepreciationAmt |
| Book Value | $9,511,390 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,143,842 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,327,408 | DepreciationAmt |
| Book Value | $1,816,434 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $826,947 | OtherCostOrOtherBasisAmt |
| Depreciation | $792,512 | DepreciationAmt |
| Book Value | $34,435 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,516,170 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE TO RELATED ORGANIZATION | Desc |
| Amt | $51,029 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $51,029 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,007,264 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $14,617 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $14,617 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,992,647 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,992,647 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,739,277 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,739,277 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,739,277 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ACCOUNTS THAT HARWOOD IS A CUSTODIAN FOR ARE SECURITY DEPOSITS AND WAITING LIST DEPOSITS. WHEN THE RESIDENTS MOVE OUT THE DEPOSITS ARE REFUNDED TO THEM. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS INDICATED IN A DETERMINATION LETTER THAT HARWOOD IS GENERALLY EXEMPT FROM PAYING FEDERAL AND STATE INCOME TAXES BECAUSE OF ITS TAX STATUS AS A NONPROFIT ORGANIZATION EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HARWOOD FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY. WHEN THIS RETURN IS FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. EXAMPLES OF TAX POSITIONS COMMON TO A RETIREMENT CENTER INCLUDE SUCH MATTERS AS THE FOLLOWING: THE TAX-EXEMPT STATUS OF HARWOOD, THE CONTINUED TAX-EXEMPT STATUS OF BONDS ISSUED BY HARWOOD, AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). UBIT IS REPORTED ON FORM 990T AS APPROPRIATE. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE "MORE LIKELY THAN NOT" RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY TO BE REALIZED ON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING BALANCE SHEET ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. AT DECEMBER 31, 2014 AND 2013, HARWOOD HAS NO LIABILITY RECORDED FOR UNCERTAIN TAX POSITIONS. HARWOOD FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF WISCONSIN. WITH FEW EXCEPTIONS, HARWOOD IS NO LONGER SUBJECT TO EXAMINATION BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2011. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT MCFADDEN | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $39,168 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $156,670 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $2,902 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $11,610 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $1,244 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $4,975 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $4,236 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $16,944 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $47,550 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $190,199 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE J, PART 1, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RELIES ON THE LUTHERAN HOME, INC. A RELATED 501(C)(3)ORGANIZATION, TO ESTABLISH THE COMPENSATION FOR ITS OFFICERS. THE LUTHERAN HOME, INC. COMPENSATION COMMITTEE USES AN INDUSTRY SPECIFIC SALARY SURVEY AND OTHER CURRENT COMPENSATION DEEMED COMPARABLE AND NECESSARY TO ESTABLISH CURRENT COMPENSATION. | 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 | WISCONSIN HEALTH & EDUCATIONAL FACILITIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 391337855 | BondIssuerEIN |
| Bond Issued | 2012-12-20 | BondIssuedDt |
| Issue Price | $12,459,003 | IssuePriceAmt |
| Purpose | CURRENT REFUND CERTAIN BONDS ISSUED 05/15/2002 | 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 | $1,168,782 | RetiredAmt |
| Total Proceeds | $12,459,003 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $191,767 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $12,267,236 | OtherSpentProceedsAmt |
| 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 Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | 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 (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | CHANGE IN NUMBER OF DIRECTORS A) OLD BY-LAWS 11 TO 23 B) NEW BY-LAWS 7 TO 17 DESIGNATE THE VICE CHAIR AS THE HEIR APPARENT TO THE CHAIR. FORMALLY DEFINE THE OFFICE OF THE IMMEDIATE PAST CHAIR A) OPTIONAL ONE YEAR TERM B) VOTING MEMBER OF THE BOARD |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS AND SCIENTIFIC PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. LUTHERAN LIVING SERVICES, INC., A WISCONSIN NONPROFIT CORPORATION RECOGNIZED AS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, IS THE SOLE STOCKHOLDER OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | FOR AS LONG AS LUTHERAN LIVING SERVICES, INC. IS THE SOLE STOCKHOLDER OF THE CORPORATION, THE BOARD OF DIRECTORS SHALL BE COMPRISED OF THOSE INDIVIDUALS ON AN EX OFFICIO BASIS WHO SERVE FROM TIME TO TIME AS DIRECTORS OF LUTHERAN LIVING SERVICES, INC. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BUSINESS AND AFFAIRS OF THE CORPORATION SHALL BE MANAGED UNDER THE DIRECTION OF ITS BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PRESENTED TO THE BOARD FOR ITS REVIEW AND APPROVAL PRIOR TO FILING. COPIES ARE MADE AVAILABLE TO ANY MEMBER OF THE BOARD UPON THEIR REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR DURING THE FIRST BOARD MEETING OF THE YEAR ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM WHICH IS TURNED INTO THE PRESIDENT/CEO OF THE COMPANY. |
| FORM 990, PART VI, SECTION B, LINE 15 | TYPICALLY IN DECEMBER, THE COMPENSATION COMMITTEE MEETS TO REVIEW THE PERFORMANCE, CURRENT COMPENSATION AND BENEFITS, INDUSTRY-SPECIFIC INDEPENDENT SALARY SURVEY INFORMATION FOR THE CEO AND PRESIDENT (OR THE TWO FULL-TIME EXECUTIVES), EXAMINE ANY OTHER CURRENT COMPENSATION INFORMATION DEEMED COMPARABLE AND NECESSARY, AND THEN CONSIDER AND APPROVE ANY CHANGES IN COMPENSATION AND BENEFITS FOR THE CEO AND PRESIDENT. THE COMMITTEE THEN REVIEWS AND APPROVES THE CEO'S RECOMMEDNATIONS FOR COMPENSATION CHANGES FOR OTHER OFFICERS AND SENIOR MANAGERS. THE COMMITTEE WILL ALSO REVIEW AND APPROVE THE CEO'S PLAN FOR ANY INCENTIVE COMPENSATION PROGRAM AND PLAN BEING CONSIDERED FOR ANY OFFICER OR SENIOR EXECUTIVE. ANY INCENTIVES (BONUSES OR OTHERWISE) THAT ARE BEING AWARDED PURSUANT TO AN APPROVED PLAN ARE APPROVED BY THE COMMITTEE FOLLOWING THE END OF THE FISCAL YEAR AND PRIOR TO PAYMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | HARWOOD PLACE PROVIDES THE AFOREMENTIONED DOCUMENTS TO THE PUBLIC UPON REQUEST. CURRENTLY, THE ANNUAL REPORT IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION DURING THE TAX YEAR. |
| FORM 990, PART XI, LINE 9 | LUTHERAN LIVING SERVICES, INC. IS THE PARENT OF HARWOOD PLACE, INC.(HOME) AND IS AFFILIATED WITH THE LUTHERAN HOME FOUNDATION, INC. (FOUNDATION) THE FOUNDATION IS A NON-STOCK, NON-PROFIT CORPORATION ORGANIZED TO RAISE FUNDS TO SUPPORT THE OPERATION OF LUTHERAN LIVING SERVICES AND ITS AFFILIATIONS. THE FOUNDATION HAS RECEIVED $22,600 OF TEMPORARILY RESTRICTED ASSETS WHICH ARE FOR THE SPECIFIC BENEFIT OF THE HOME, WHICH HAS USED $22,550 OF THE ASSETS FOR THE PURPOSE THEY WERE SPECIFIED, LEAVING $50 AS OF DECEMBER 31, 2014. THE HOME HAS REFLECTED ITS INTEREST IN THE NET ASSETS OF THE FOUNDATION IN ITS BALANCE SHEET AS DECEMBER 31, 2014. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LUTHERAN HOME FOUNDATION INC | |||||||||||
| 7500 W NORTH AVE | WAUWATOSA | WI | 53213 | 391478794 | FOUNDATION | WI | 501(C)(3) | 11C III-FI | N/A | 0 | |
| THE LUTHERAN HOME INC | |||||||||||
| 7500 W NORTH AVE | WAUWATOSA | WI | 53213 | 390807205 | NURSING HOME | WI | 501(C)(3) | 09 | 0 | LUTHERAN LIVING SERVICES INC | |
| LUTHERAN LIVING SERVICES INC | |||||||||||
| 7500 W NORTH AVE | WAUWATOSA | WI | 53213 | 391477207 | DEVELOPMENT | WI | 501(C)(3) | 09 | N/A | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE LUTHERAN HOME INC | ||
| P | $632,160 | SEE PART VII |
| LUTHERAN HOME FOUNDATION INC | ||
| C | $22,550 | SEE PART VII |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART V, QUESTION 2: | FormAndLineReferenceDesc |
| Explanation | 1) $632,160 IS PAYMENT OF INTERCOMPANY EXPENSES DUE TO THE LUTHERAN HOME, INC. THE LUTHERAN HOME, INC. IS A RELATED ORGANIZATION AND AS PART OF ITS OPERATION IT WILL PAY ALL INSURANCE PREMIUMS AND PART OF THE PAYROLL EXPENSES OF HARWOOD PLACE. EACH MONTH HARWOOD PLACE DETERMINES THE FMV OF ALL EXPENSES PAID BY THE LUTHERAN HOME AND MAKES PAYMENT ON THOSE EXPENSES. THE METHOD USED IN DETERMINING THE AMOUNT TO BE REPAID IS ALWAYS THE FMV OF EXPENSES. (2) $22,550 IS A CONTRIBUTION FROM THE LUTHERAN HOME FOUNDATION, INC. THE LUTHERAN HOME FOUNDATION IS A RELATED ORGANIZATION AND MAY MAKE CONTRIBUTIONS TO HARWOOD PLACE, INC. THROUGHOUT THE YEAR THE LUTHERAN HOME FOUNDATION WILL RECEIVE RESTRICTED CONTRIBUTIONS THAT ARE DESIGNATED TO BE USED FOR HARWOOD PROPERTY UPGRADES, PURCHASES OF NEW EQUIPMENT, OR ACTIVITIES. ONCE HARWOOD HAS ACCOMPLISHED THE TASK THE CONTRIBUTION WAS TO BE USED FOR THE FUNDS FROM THE CONTRIBUTION ARE RELEASED AND A CONTRIBUTION IS MADE TO HARWOOD TO COVER THE COSTS. | ExplanationTxt |
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