HEARTWOOD HEIGHTS CO OSCEOLA COMMUNITY: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HEARTWOOD HEIGHTS CO OSCEOLA COMMUNITY (EIN 42-1495686)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201541359349101479
- Schema version
- 2013v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Land Schedule2
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T12:37:23-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421495686 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTWOOD HEIGHTS CO OSCEOLA COMMUNITY HOSPITAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 7127542574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 9TH AVENUE NORTH | AddressLine1 |
| City | SIBLEY | City |
| State | IA | State |
| ZIP Code | 51249 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET DYKSTRA | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7127542574 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROB SCHILE | PreparerPersonNm |
| PTIN | P00068340 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,574,772 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,581 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,581 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,581 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,926 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,926 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,926 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $431,804 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $431,804 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $439,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,507 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $434,385 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $400 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $26,717 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $26,717 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,777 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $36,777 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $96,849 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $96,849 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $34,934 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $34,934 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $40 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $40 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $213,319 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $32,775 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $180,544 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $409,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $228,052 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $180,984 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $409,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $228,052 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,984 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,507 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $206,333 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,325 | CashBOYAmt |
| Cash EOY | $48,674 | CashEOYAmt |
| Cash EOYFMV | $48,674 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $275,473 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $276,848 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $276,848 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $25,400 | AcctRcvblAmt |
| Acct Rcvbl BOY | -$1 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $25,400 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $25,400 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,175 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | -$1,125 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | -$1,125 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $118,261 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $192,469 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $192,469 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,884,234 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $882,466 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,094,006 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,001,768 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,997,157 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $37,314 | OtherAssetsBOYAmt |
| Other Assets EOY | $35,349 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $35,349 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,612,553 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,579,383 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,574,772 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,981 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,280 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $1,227,679 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $1,145,141 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $27,255 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $27,767 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,277,915 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,195,188 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,334,638 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,384,195 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,334,638 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,384,195 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,612,553 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,579,383 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,334,638 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,282 | OtherIncreasesAmt |
| Subtotal | $1,384,195 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,384,195 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED GAIN | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,926 | GrossSalesPriceAmt |
| Gain Or Loss | $4,926 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,926 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,926 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $169,399 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $424,391 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.399158 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $157,177 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $569,226 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.276124 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $111,097 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $631,212 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.176006 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $120,379 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $596,949 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.201657 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $112,507 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $654,540 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.171887 | DistributionYr5Rt |
| Total Distribution | 1.224832 | TotalDistributionRt |
| Average Distribution | 0.244966 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $370,862 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $90,849 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $75 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,924 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $180,984 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $75 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $75 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $75 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $75 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GERALDINE PALSROK | IndividualWithBooksNm |
| Phone | 7127542574 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 9TH AVENUE NORTH | AddressLine1 |
| City | SIBLEY | City |
| State | IA | State |
| ZIP Code | 51249 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DARYL BOSMA | ||||||||
| 600 9TH AVENUE NORTH | SIBLEY | IA | 51249 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARVIN MOUW | ||||||||
| 600 9TH AVENUE NORTH | SIBLEY | IA | 51249 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DEB KOHN | ||||||||
| 600 9TH AVENUE NORTH | SIBLEY | IA | 51249 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| BRIAN MINO | ||||||||
| 600 9TH AVENUE NORTH | SIBLEY | IA | 51249 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TERRY MOSER | ||||||||
| 600 9TH AVENUE NORTH | SIBLEY | IA | 51249 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STANLEY JOHNSON | ||||||||
| 600 9TH AVENUE NORTH | SIBLEY | IA | 51249 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSCEOLA COMMUNITY HOSPITAL | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 9TH AVENUE S | AddressLine1 |
| City | SIBLEY | City |
| State | IA | State |
| ZIP Code | 51249 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGERIAL, HOUSEKEEPING, DIETARY, MAINTENANCE, HOME HEALTH, AND NURSING | ServiceTypeTxt |
| Compensation | $168,160 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OPERATION OF A 22-UNIT SENIOR HOUSING PROJECT FOR THE ELDERLY OF SIBLEY, IOWA AND SURROUNDING COMMUNITIES. | Description1Txt |
| Expenses1 | $180,983 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $276,161 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,349 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $376,510 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $376,510 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,648 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $370,862 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,543 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,984 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $180,984 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $75 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $180,909 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2006-02-24 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,543 | CurrentYearAmt |
| Year1 | $21,220 | Year1Amt |
| Year2 | $28,461 | Year2Amt |
| Year3 | $23,605 | Year3Amt |
| Total | $91,829 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,762 | CurrentYearAmt |
| Year1 | $18,037 | Year1Amt |
| Year2 | $24,192 | Year2Amt |
| Year3 | $20,064 | Year3Amt |
| Total | $78,055 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $180,984 | CurrentYearAmt |
| Year1 | $169,463 | Year1Amt |
| Year2 | $157,387 | Year2Amt |
| Year3 | $111,210 | Year3Amt |
| Total | $619,044 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $180,984 | CurrentYearAmt |
| Year1 | $169,463 | Year1Amt |
| Year2 | $157,387 | Year2Amt |
| Year3 | $111,210 | Year3Amt |
| Total | $619,044 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,579,383 | CurrentYearAmt |
| Year1 | $2,612,553 | Year1Amt |
| Year2 | $2,690,941 | Year2Amt |
| Year3 | $2,428,618 | Year3Amt |
| Total | $10,311,495 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,001,768 | CurrentYearAmt |
| Year1 | $2,094,006 | Year1Amt |
| Year2 | $2,105,118 | Year2Amt |
| Year3 | $1,615,900 | Year3Amt |
| Total | $7,816,792 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| ASSISTED LIVING APARTMENT RENTAL REVENUE | $412,194 |
| ANCILLARY INCOME | $19,610 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,581 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,926 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,507 | ExclusionAmt |
| Related Or Exempt Function Incm | $431,804 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $439,311 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | HEARTWOOD HEIGHTS PROVIDES ASSISTED LIVING FACILITIES TO THE SENIOR CITIZENS OF OSCEOLA COUNTY, IOWA. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | AVERA FOUNDATION | BondNm |
| EOY Book Value | $192,469 | EOYBookValueAmt |
| EOYFMV | $192,469 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND IMPROVEMENTS | $29,595 | $16,576 | $13,019 | $13,019 |
| BUILDING | $2,756,606 | $803,501 | $1,953,105 | $1,950,146 |
| MAJOR MOVABLE EQUIPMENT | $98,033 | $62,389 | $35,644 | $33,992 |
| CONSTRUCTION IN PROGRESS | $0 | $0 | $0 | $0 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|---|---|---|---|---|
| CITY OF SIBLEY IOWA | ||||||||
| NONE | $1,296,500 | $0 | 2008-02 | 2028-03 | PRINCIPAL DUE ANNUALLY INTEREST DUE SEMI-ANNUALLY | 4.670000000000 | ASSISTED LIVING FACILITY | CONSTRUCTION |
| OSCEOLA ELECTRIC COOPERATIVE INC | ||||||||
| NONE | $284,000 | $0 | 2000-08 | 2010-08 | ANNUAL PAYMENTS OF $28,400 | 1.000000000000 | MORTGAGE ON HEARTWOOD HEIGHTS BUILDING | ASSISTED LIVING FACILITY |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOND ISSUANCE COSTS | $19,014 | $17,030 | $17,030 |
| SECURITY DEPOSITS | $18,300 | $18,319 | $18,319 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUPPLIES | $7,406 | $0 | $7,406 | $0 |
| PURCHASED SERVICES | $166,353 | $0 | $0 | $166,353 |
| BUILDING REPAIR & MAINT. | $20,378 | $0 | $20,378 | $0 |
| LICENSE & PERMIT | $1,056 | $0 | $0 | $1,056 |
| TELEPHONE | $3,680 | $0 | $0 | $3,680 |
| INSURANCE | $7,300 | $0 | $0 | $7,300 |
| MISCELLANEOUS | $421 | $0 | $0 | $421 |
| ADVERTISING | $3,007 | $0 | $3,007 | $0 |
| SMALL EQUIPMENT | $1,734 | $0 | $0 | $1,734 |
| AMORTIZATION | $1,984 | $0 | $1,984 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ASSISTED LIVING APARTMENT RENTAL REVENUE | $412,194 | $412,194 |
| ANCILLARY INCOME | $19,610 | $19,610 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON OTHER THAN TRADING SECURITIES | Description |
| Amount | $19,282 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| TENANT DEPOSITS | $14,064 | $13,564 |
| DUE TO OSCEOLA HOSPITAL | $13,191 | $14,203 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE TAXES | CategoryTxt |
| Amt | $36,777 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $36,777 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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