Meadows Mennon Ret Association: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- Meadows Mennon Ret Association (EIN 37-0791831)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-04
- IRS object ID
- 201421049349301362
- Schema version
- 2013v3.1
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-04T10:43:09-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272509623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Phillips Salmi & Associates LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 S Main St | AddressLine1 |
| City | Washington | City |
| State | IL | State |
| ZIP Code | 61571 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 370791831 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEADOWS MENNONITE RETIREMENT COMMUNITY ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEAD | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24588 CHURCH STREET | AddressLine1 |
| City | CHENOA | City |
| State | IL | State |
| ZIP Code | 61726 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BERTSCHE | PersonNm |
| Person Title | CHIEF EXECUTIVE | PersonTitleTxt |
| Phone | 3097472702 | PhoneNum |
| Signature | 2014-03-20 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori Salmi | PreparerPersonNm |
| PTIN | P00712052 | PTIN |
| Phone | 3094444909 | PhoneNum |
| Preparation | 2014-04-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,356,836 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MEADOWSHOME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | MINISTER TO THE ELDERLY IN THE BELIEF THAT GOD DESIRES OLDER PERSONS TO ENJOY DIGNITY, REPECT, LOVE AND CARE | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 242 | TotalEmployeeCnt |
| Total Volunteers | 152 | TotalVolunteersCnt |
| Total Gross UBI | $15 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $279,363 | PYContributionsGrantsAmt |
| CY Contributions Grants | $283,722 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,986,218 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,941,941 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,616 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,939 | CYInvestmentIncomeAmt |
| PY Other Revenue | $39,215 | PYOtherRevenueAmt |
| CY Other Revenue | $128,234 | CYOtherRevenueAmt |
| PY Total Revenue | $8,312,412 | PYTotalRevenueAmt |
| CY Total Revenue | $9,356,836 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,048,545 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,280,457 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $154,653 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,433,338 | PYOtherExpensesAmt |
| CY Other Expenses | $4,310,760 | CYOtherExpensesAmt |
| PY Total Expenses | $8,481,883 | PYTotalExpensesAmt |
| CY Total Expenses | $9,591,217 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$169,471 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$234,381 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,564,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,772,136 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,212,034 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,577,849 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,352,368 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,194,287 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MINISTER TO THE ELDERLY IN THE BELIEF THAT GOD DESIRES OLDER PERSONS TO ENJOY DIGNITY, REPECT, LOVE AND CARE | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,256,857 | ExpenseAmt |
| Desc | NURSING HOME CARE WITH 31,617 PATIENT DAYS DURING 2013. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $280,045 | ExpenseAmt |
| Desc | INDEPENDENT RETIREMENT DUPLEXES PROVIDING 25 ELDERLY RESIDENTS WITH CONVENIENT ACCESS TO MEDICAL FACILITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,931,435 | ExpenseAmt |
| Desc | MERCY CREEK IS A 60 UNIT ASSISTED LIVING COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,468,337 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 242 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER HASLER | PersonNm |
| Phone | 3097472702 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24588 CHURCH STREET | AddressLine1 |
| City | CHENOA | City |
| State | IL | State |
| ZIP Code | 61726 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 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 |
|---|---|---|---|---|---|---|---|
| KATHY TRACHSEL | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CURT OYER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RON HODEL | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEB MORAN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GARY KEITH | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL WATKINS | |||||||
| VICE-CHAIRPERSON | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN MCDONALD | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TOM KAHLE | |||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY DYCK | |||||||
| CHAIRPERSON | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRANDON ENDRESS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT BERTSCHE | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | Yes (X) | $141,268 | $0 | $20,156 | |
| ROGER HASLER | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $106,273 | $0 | $10,835 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $247,541 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $30,991 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHARLIE KNAPP BUILDERS INC | |||||
| 418 OLYMPIA DRIVE UNIT 3 | BLOOMINGTON | IL | 61704 | CONSTRUCTION | $316,627 |
| HEALTHCARE AND FAMILY SERVICES | |||||
| PO BOX 841118 | KANSAS CITY | MO | 641841118 | PROVIDER FEES | $304,815 |
| REHAB CARE GROUP INC | |||||
| PO BOX 503534 | SAINT LOUIS | MO | 631503534 | THERAPY SERVICES | $663,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $23,586 | FundraisingAmt |
| All Other Contributions | $260,136 | AllOtherContributionsAmt |
| Noncash Contributions | $47,561 | NoncashContributionsAmt |
| Total Contributions | $283,722 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT CARE & BOARD | 623000 | $3,773,924 | $3,773,924 |
| MEDICAREMEDICAID | 623000 | $3,081,797 | $3,081,797 |
| RESIDENT SERVICES | 623000 | $333,247 | $333,247 |
| ANCILLARY REVENUE | 623000 | $47,865 | $47,865 |
| ASSISTED LIVING | 623000 | $1,705,108 | $1,705,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,941,941 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,939 | TotalRevenueColumnAmt |
| Exclusion | $2,939 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,925 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,925 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,925 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,925 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $15 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $23,586 | ContriRptFundraisingEventAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $15 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $120,294 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $120,294 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $120,294 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,356,836 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,070,160 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,939 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,576 | TotalAmt |
| Management And General | $258,576 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,201,750 | TotalAmt |
| Program Services | $3,855,275 | ProgramServicesAmt |
| Management And General | $230,414 | ManagementAndGeneralAmt |
| Fundraising | $116,061 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,443 | TotalAmt |
| Program Services | $50,610 | ProgramServicesAmt |
| Management And General | $6,136 | ManagementAndGeneralAmt |
| Fundraising | $1,697 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,242 | TotalAmt |
| Program Services | $423,307 | ProgramServicesAmt |
| Management And General | $18,074 | ManagementAndGeneralAmt |
| Fundraising | $861 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,446 | TotalAmt |
| Program Services | $277,182 | ProgramServicesAmt |
| Management And General | $34,466 | ManagementAndGeneralAmt |
| Fundraising | $7,798 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,425 | TotalAmt |
| Program Services | $2,010 | ProgramServicesAmt |
| Management And General | $415 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,184 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
| Management And General | $30,184 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $742,930 | TotalAmt |
| Program Services | $735,835 | ProgramServicesAmt |
| Management And General | $7,000 | ManagementAndGeneralAmt |
| Fundraising | $95 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,369 | TotalAmt |
| Program Services | $165 | ProgramServicesAmt |
| Management And General | $16,204 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,784 | TotalAmt |
| Program Services | $338,512 | ProgramServicesAmt |
| Management And General | $73,730 | ManagementAndGeneralAmt |
| Fundraising | $20,542 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,665 | TotalAmt |
| Program Services | $326,665 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,656 | TotalAmt |
| Program Services | $9,076 | ProgramServicesAmt |
| Management And General | $6,401 | ManagementAndGeneralAmt |
| Fundraising | $179 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $707,083 | TotalAmt |
| Program Services | $543,384 | ProgramServicesAmt |
| Management And General | $163,699 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950,192 | TotalAmt |
| Program Services | $950,192 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,033 | TotalAmt |
| Program Services | $117,714 | ProgramServicesAmt |
| Management And General | $10,316 | ManagementAndGeneralAmt |
| Fundraising | $3,003 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD | $406,287 | $406,287 |
| PROPERTY TAX | $45,118 | $45,118 |
| PARTICIPATION FEE | $249,773 | $249,773 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,261 | TotalAmt |
| Program Services | $136,232 | ProgramServicesAmt |
| Management And General | $112,612 | ManagementAndGeneralAmt |
| Fundraising | $4,417 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,591,217 | TotalAmt |
| Program Services | $8,468,337 | ProgramServicesAmt |
| Management And General | $968,227 | ManagementAndGeneralAmt |
| Fundraising | $154,653 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,810 | BOYAmt |
| EOY | $1,049 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,695,518 | BOYAmt |
| EOY | $1,870,250 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,900 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,259,981 | BOYAmt |
| EOY | $959,473 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,708 | BOYAmt |
| EOY | $95,614 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,976,130 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,336,698 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,405,132 | BOYAmt |
| EOY | $20,639,432 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,115,353 | BOYAmt |
| EOY | $1,206,318 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,564,402 | BOYAmt |
| EOY | $24,772,136 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,032,747 | BOYAmt |
| EOY | $876,891 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,265 | BOYAmt |
| EOY | $93,811 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,351 | BOYAmt |
| EOY | $10,811 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,303,888 | BOYAmt |
| EOY | $14,823,815 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $707,000 | BOYAmt |
| EOY | $707,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,783 | BOYAmt |
| EOY | $65,521 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,212,034 | BOYAmt |
| EOY | $16,577,849 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,991,030 | BOYAmt |
| EOY | $6,712,800 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,159,853 | BOYAmt |
| EOY | $1,260,073 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,485 | BOYAmt |
| EOY | $221,414 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,352,368 | BOYAmt |
| EOY | $8,194,287 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,564,402 | BOYAmt |
| EOY | $24,772,136 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$234,381 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $76,300 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $903,027 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,293,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $328,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $279,363 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $283,722 | CurrentTaxYearAmt |
| Total | $3,087,791 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,533,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,971,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,189,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,962,611 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,983,571 | CurrentTaxYearAmt |
| Total | $40,640,437 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,989 | CurrentTaxYearMinus4YearsAmt |
| Total | $31,989 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,468,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,264,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,517,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,241,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,267,293 | CurrentTaxYearAmt |
| Total | $43,760,217 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,062,769 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,062,769 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,062,769 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,062,769 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $42,697,448 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,072 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,939 | CurrentTaxYearAmt |
| Total | $102,198 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,072 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,939 | CurrentTaxYearAmt |
| Total | $102,198 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,234 | CurrentTaxYearAmt |
| Total | $276,602 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,552,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,329,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,569,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,288,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,398,466 | CurrentTaxYearAmt |
| Total | $44,139,017 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96730 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96730 | PublicSupportPY509Pct |
| Investment Income CY | 0.00230 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00350 | 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 | false | AgentTrusteeEtcInd |
| Beginning Balance | $11,351 | BeginningBalanceAmt |
| Additions During Year | $105 | AdditionsDuringYearAmt |
| Distributions During Year | $645 | DistributionsDuringYearAmt |
| Ending Balance | $10,811 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,873 | BeginningYearBalanceAmt |
| Other Expenditures | $238 | OtherExpendituresAmt |
| End Year Balance | $3,635 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,336 | BeginningYearBalanceAmt |
| Contributions | $847 | ContributionsAmt |
| Other Expenditures | $1,310 | OtherExpendituresAmt |
| End Year Balance | $3,873 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,537 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,549 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,750 | OtherExpendituresAmt |
| End Year Balance | $4,336 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,003 | BeginningYearBalanceAmt |
| Contributions | $848 | ContributionsAmt |
| Other Expenditures | $5,314 | OtherExpendituresAmt |
| End Year Balance | $6,537 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,596 | BeginningYearBalanceAmt |
| Contributions | $1,444 | ContributionsAmt |
| Other Expenditures | $1,037 | OtherExpendituresAmt |
| End Year Balance | $11,003 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $934,978 | OtherCostOrOtherBasisAmt |
| Book Value | $934,978 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,424,790 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,657,178 | DepreciationAmt |
| Book Value | $17,767,612 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $286,372 | OtherCostOrOtherBasisAmt |
| Depreciation | $180,944 | DepreciationAmt |
| Book Value | $105,428 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,133,537 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,066,857 | DepreciationAmt |
| Book Value | $1,066,680 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,196,453 | OtherCostOrOtherBasisAmt |
| Depreciation | $431,719 | DepreciationAmt |
| Book Value | $764,734 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,639,432 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN TRUSTS | $1,021,300 |
| INTEREST RECEIVABLE | $2,661 |
| INSURANCE EQUITY DEPOSITS | $182,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,206,318 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRUST APPLICATION DEPOSIT | $64,738 |
| AUXILLARY FUND | $783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $65,521 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,433,136 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $76,300 | OtherRevenueAmt |
| Revenue Not Reported | $76,300 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,356,836 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $9,356,836 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,591,217 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $9,591,217 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $9,591,217 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other revenues not included on Form 990 (Part XI, line 2d) | CHANGE IN BENEFICIAL INTEREST IN TRUSTS |
| Footnote for uncertain tax position under FIN 48 (Part X) | MEADOWS MENNONITE RETIREMENT COMMUNITY ASSOCIATION, INC. IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION. IT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, IT IS SUBJECT TO INCOME TAX ON ANY UNRELATED BUSINESS INCOME IT RECEIVES. THE ORGANIZATION FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY. WHEN THE RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE TAX POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. EXAMPLES OF TAX POSITIONS COMMON TO NONPROFIT ORGANIZATIONS INCLUDE SUCH MATTERS AS THE FOLLOWING: THE TAX EXEMPT STATUS OF EACH ENTITY AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). UBIT IS REPORTED ON FORM 990-T, AS APPROPRIATE. THE BENEFIT OF 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 PROCESS, IF ANY. TAX POSITIONS ARE 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 UNCERTAIN TAX BENEFITS IN THE ACCOMPANYING BALANCE SHEETS ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. FORMS 990 FILED BY THE ORGANIZATION ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN FORMS 990 FILED BY THE ORGANIZATION ARE NO LONGER SUBJECT TO EXAMINATION FOR THE YEARS 2010 AND PRIOR. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FALL BAZAAR | NameOfEvent1Amt |
| Gross Receipts Event1 | $23,601 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $23,586 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15 | GrossRevenueEvent1Amt |
| Gross Receipts Total | $23,601 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $23,586 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $15 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $15 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BERTSCHE | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $141,268 | BaseCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $20,156 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $161,424 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL WATKINS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD OF DIRECTORS | RelationshipDescriptionTxt |
| Transaction | SPOUSE IS EMPLOYEE | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $420 | NoncashContributionsRptF990Amt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $432 | NoncashContributionsRptF990Amt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,770 | NoncashContributionsRptF990Amt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 32 | ContributionCnt |
| Noncash Contributions Rpt F990 | $26,086 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | FURNITURE | 8 | $15,708 |
| Yes (X) | VARIOUS | 11 | $1,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | A COPY OF THE 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR THEIR REVIEW. THE BOARD OF DIRECTORS WOULD DISCUSS OBJECTIONS, IF ANY AT A MEETING OF THE BOARD OF DIRECTORS PRIOR TO FILING THE 990. |
| Conflict of interest policy compliance Part VI line 12c | THE GOVERNING BOARD PERFORMS PERIODIC REVIEWS DURING THE NOVEMBER MEETING OF EACH YEAR. REQUIRED FOR THIS REVIEW IS A SIGNED STATEMENT FROM EACH INDIVIDUAL WITH GOVERNING BOARD DELEGATED POWERS STATING THEIR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF THE BOARD HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE CONFLICTS OF INTEREST, THEY SHALL INVESTIGATE AND TAKE DISCIPLINARY AND CORRECTIVE ACTION, IF NECESSARY. |
| CEO executive director top management comp Part VI line 15a | THE CEO'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS. THE SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY THE CEO. ALL SALARIES ARE BASED UPON EXPERIENCE, TRAINING, EDUCATION, JOB PERFORMANCE, LONGEVITY WITHIN THE ORGANIZATION, AND IN COMPARISON WITH OTHER SALARIES IN ORGANIZATIONS PROVIDING SIMILAR SERVICES. |
| Other officer or key employee compensation Part VI line 15b | THE SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY THE CEO. ALL SALARIES ARE BASED UPON EXPERIENCE, TRAINING, EDUCATION, JOB PERFORMANCE, LONGEVITY WITHIN THE ORGANIZATION, AND IN COMPARISON WITH OTHER SALARIES IN ORGANIZATIONS PROVIDING SIMILAR SERVICES. |
| Governing documents etc available to public Part VI line 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT THIS TIME. |
| Explanation of other changes in net assets or fund balances Part XI line 9 | CHANGE IN BENEFICIAL INTEREST IN TRUSTS $76,300 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ETHELYN C BURT TRUST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24588 CHURCH STREET | AddressLine1 |
| City | CHENOA | City |
| State | IL | State |
| ZIP Code | 61726 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376063782 | EIN |
| Primary Activities | INDEPENDENT LIVING FACILITY FOR SENIORS | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |