GOOD SHEPHERD LUTHERAN HOME: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GOOD SHEPHERD LUTHERAN HOME (EIN 41-0880871)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-06-30
- IRS object ID
- 201431819349300953
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-06-30T15:44:51-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 217 | AddressLine1 |
| City | AUSTIN | City |
| State | MN | State |
| ZIP Code | 55912 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410880871 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOOD SHEPHERD LUTHERAN HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GOOD | NameControl |
| Phone | 5078647714 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 747 | AddressLine1 |
| City | RUSHFORD | City |
| State | MN | State |
| ZIP Code | 559710747 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ED BERKLEY | Name |
| Title | BOARD PRESIDENT | Title |
| Phone | 5078647714 | Phone |
| Date Signed | 2014-05-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRENT FAST | Name |
| PTIN | P00692704 | PTIN |
| Phone | 5074347000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ED BERKLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5954 ROCK RD | AddressLine1 |
| City | HOUSTON | City |
| State | MN | State |
| ZIP Code | 55943 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5657085 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GOODSHEP-RUSHFORD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE NURSING HOME CARE AND ASSISTED LIVING CARE SERVICES TO THE ELDERLY OF RUSHFORD, MINNESOTA AND THE SURROUNDING AREA AND ALSO TO PROVIDE CHILD CARE SERVICES FOR EMPLOYEES AND THE PUBLIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 184 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 238419 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 28108 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 60015 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5702582 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5554994 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 18888 | InvestmentIncomePriorYear |
| Investment Income Current Year | 13864 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 18828 | OtherRevenuePriorYear |
| Other Revenue Current Year | 22266 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5768406 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5651139 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3640300 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3557535 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1925600 | OtherExpensePriorYear |
| Other Expenses Current Year | 1864125 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5565900 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5421660 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 202506 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 229479 | RevenuesLessExpensesCY |
| Total Assets BOY | 4113381 | TotalAssetsBOY |
| Total Assets EOY | 4313683 | TotalAssetsEOY |
| Total Liabilities BOY | 1862266 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1809946 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2251115 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2503737 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE NURSING HOME CARE AND ASSISTED LIVING CARE SERVICES TO THE ELDERLY OF RUSHFORD, MINNESOTA AND THE SURROUNDING AREA AND ALSO TO PROVIDE CHILD CARE SERVICES FOR EMPLOYEES AND THE PUBLIC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4905466 | Expense |
| Revenue | 5316575 | Revenue |
| Description | TO PROVIDE NURSING HOME CARE AND ASSISTED LIVING CARE SERVICES TO THE ELDERLY AND YOUNG OF RUSHFORD, MINNESOTA AND THE SURROUNDING AREA THROUGH THE OPERATION OF A 75 BED NURSING HOME, 32 APARTMENT UNITS, A 15 UNIT ASSISTED LIVING FACILITY, AND CHILDCARE ALL LOCATED ON ONE CAMPUS. | Description |
| Total Program Service Expense | 4905466 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 184 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RHONDA SPECE | NamePerson |
| Telephone Number | 5078647714 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 HOME STREET | AddressLine1 |
| City | RUSHFORD | City |
| State | MN | State |
| ZIP Code | 55971 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| PEGGY PETERSEN | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JEANNE FELDMEIER | ||||||
| BOARD PRESIDENT | 0.50 | X | 0 | 0 | 0 | X |
| STEVE GILSETH | ||||||
| BOARD SECRETARY/TREASURER | 0.50 | X | 0 | 0 | 0 | X |
| BARB MENSINK | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| RACHEL BOYUM | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| BILL GRINDLAND | ||||||
| BOARD VICE PRESIDENT | 0.50 | X | 0 | 0 | 0 | X |
| MARGIE BREVIG | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| PAUL MAGAARD | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JOAN VITSE | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| ARNIE AGRIMSON | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| TOM LINDH | ||||||
| ADMINISTRATOR | 40.00 | 58144 | 0 | 17344 | X | |
| RHONDA SPECE | ||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 45975 | 0 | 17031 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 104119 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 34375 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THERAPY NETWORK | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 SHADY OAK CT | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 55987 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | THERAPY | DescriptionOfServices |
| Compensation | 347366 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Government Grants | 1250 | GovernmentGrants |
| All Other Contributions | 58765 | AllOtherContributions |
| Total Contributions | 60015 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEDICARE/MEDICAID PMTS | 623000 | 3014572 | 3014572 | |
| RESIDENT REVENUE | 623000 | 1839620 | 1839620 | |
| APARTMENT REVENUE | 623000 | 366566 | 366566 | |
| DAY CARE REVENUE | 624410 | 301796 | 63377 | 238419 |
| MGMT CONTRACT REVENUE | 561000 | 25480 | 25480 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6960 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6960 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5554994 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19810 | TotalRevenueColumn |
| Exclusion | $19,810 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 373 | TotalRevenueColumn |
| Exclusion | $373 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 5946 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -5946 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5946 | TotalRevenueColumn |
| Exclusion | -$5,946 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| BEAUTY SHOP REVENUE | 812900 | 13520 | $13,520 |
| GUEST/EMPLOYEE MEALS | 900099 | 8373 | $8,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 21893 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5651139 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5316575 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 238419 | UnrelatedBusinessRevenue |
| Exclusion | $36,130 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138494 | Total |
| Management And General | 138494 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2653515 | Total |
| Program Services | 2517184 | ProgramServices |
| Management And General | 136331 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27245 | Total |
| Program Services | 26210 | ProgramServices |
| Management And General | 1035 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 543357 | Total |
| Program Services | 524990 | ProgramServices |
| Management And General | 18367 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194924 | Total |
| Program Services | 188457 | ProgramServices |
| Management And General | 6467 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66930 | Total |
| Management And General | 66930 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37819 | Total |
| Program Services | 34628 | ProgramServices |
| Management And General | 3191 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8514 | Total |
| Program Services | 422 | ProgramServices |
| Management And General | 8092 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219454 | Total |
| Program Services | 194118 | ProgramServices |
| Management And General | 25336 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222003 | Total |
| Program Services | 222003 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3657 | Total |
| Management And General | 3657 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13730 | Total |
| Program Services | 8882 | ProgramServices |
| Management And General | 4848 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53162 | Total |
| Program Services | 53162 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231844 | Total |
| Program Services | 231844 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58544 | Total |
| Management And General | 58544 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| THERAPY EXPENSE | 347367 | 347367 |
| FOOD COSTS | 224593 | 224593 |
| MEDICAL CARE SURCHARGE | 211125 | 211125 |
| OTHER MEDICAL EXPENSE | 79963 | 79963 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85420 | Total |
| Program Services | 40518 | ProgramServices |
| Management And General | 44902 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5421660 | Total |
| Program Services | 4905466 | ProgramServices |
| Management And General | 516194 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47078 | BOY |
| EOY | 40928 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 843977 | BOY |
| EOY | 909968 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 450411 | BOY |
| EOY | 585255 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23516 | BOY |
| EOY | 19696 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28074 | BOY |
| EOY | 73460 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6845214 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4673410 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2259711 | BOY |
| EOY | 2171804 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200063 | BOY |
| EOY | 230248 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260551 | BOY |
| EOY | 282324 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4113381 | BOY |
| EOY | 4313683 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 352075 | BOY |
| EOY | 312721 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1395275 | BOY |
| EOY | 1382339 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114916 | BOY |
| EOY | 114886 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1862266 | BOY |
| EOY | 1809946 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2195788 | BOY |
| EOY | 2426694 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55327 | BOY |
| EOY | 77043 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2251115 | BOY |
| EOY | 2503737 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4113381 | BOY |
| EOY | 4313683 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 229479 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 23143 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 84602 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 77937 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62520 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28108 | CurrentTaxYearMinus1Year |
| Current Tax Year | 60015 | CurrentTaxYear |
| Total | 313182 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5305135 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5395059 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5474338 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5702582 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5554994 | CurrentTaxYear |
| Total | 27432108 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5389737 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5472996 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5536858 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5730690 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5615009 | CurrentTaxYear |
| Total | 27745290 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 61995 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62387 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48020 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28108 | CurrentTaxYearMinus1Year |
| Current Tax Year | 60015 | CurrentTaxYear |
| Total | 260525 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1409697 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1406636 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1635290 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1695641 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1464754 | CurrentTaxYear |
| Total | 7612018 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1471692 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1469023 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1683310 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1723749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1524769 | CurrentTaxYear |
| Total | 7872543 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 19872747 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31845 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 54977 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38888 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19744 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20183 | CurrentTaxYear |
| Total | 165637 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31845 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 54977 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38888 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19744 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20183 | CurrentTaxYear |
| Total | 165637 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 17215 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18828 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21893 | CurrentTaxYear |
| Total | 57936 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5421582 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5527973 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5592961 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5769262 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5657085 | CurrentTaxYear |
| Total | 27968863 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.71050 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.70600 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00590 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00610 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31559 | OtherCostOrOtherBasis |
| Book Value | 31559 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4111007 | OtherCostOrOtherBasis |
| Depreciation | 2973302 | Depreciation |
| Book Value | 1137705 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2522288 | OtherCostOrOtherBasis |
| Depreciation | 1539267 | Depreciation |
| Book Value | 983021 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 180360 | OtherCostOrOtherBasis |
| Depreciation | 160841 | Depreciation |
| Book Value | 19519 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2171804 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| GUARANTY FUND CERTIFICATE | 117870 |
| DEFERRED FINANCING COSTS | 31037 |
| LAND & MINERAL RIGHTS | 8731 |
| DUE FROM RELATED PARTY | 77043 |
| EQUITY IN COOPERATIVE | 43890 |
| OTHER ASSETS | 3753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 282324 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RENTAL DEPOSITS | $9,976 |
| RESIDENT TRUST FUND | $5,988 |
| ASSET RETIREMENT OBLIGATION | $32,922 |
| DUE TO RELATED PARTY | $66,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 114886 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE HOME AND APARTMENTS HAVE BEEN GRANTED EXEMPT STATUS FROM FEDERAL AND STATE CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD RELATED TO INCOME TAXES REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE IMPLEMENTATION OF THE STANDARD HAD NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. THE TAX FILINGS OF THE HOME AND APARTMENTS FOR THE 2010 TO 2012 TAX YEARS ARE OPEN TO EXAMINATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ELEVEN AREA EVANGELICAL LUTHERAN CHURCHES ARE MEMBERS OF THE LUTHERAN HOME. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ELEVEN EVANGELICAL LUTHERAN CHURCHES NOMINATE AND ELECT MEMBERS OF THE GOVERNING BODY AT THE ANNUAL MEETING. EACH CHURCH SENDS TWO REPRESENTATIVES TO THE ANNUAL MEETING TO VOTE ON BEHALF OF THEIR CONGREGATION. AT THE ANNUAL MEETING BUT PRIOR TO VOTING, EACH MEMBER REPRESENTATIVE IS ALLOWED TO NOMINATE NEW CANDIDATES FOR THE GOVERNING BODY TO BE PUT ON THE BALLOT. |
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO BEING FILED WITH THE IRS, A COPY OF FORM 990 AND RELATED SCHEDULES ARE REVIEWED BY THE BOARD PRESIDENT OR ACTING DIRECTOR AND THE CFO, INCLUDING A CONFIRMATION OF THE ACCURACY OF EVERY ANSWER AND OVERSIGHT OF THE APPROPRIATE DOCUMENTATION. UPON COMPLETION OF THE REVIEW, THE FORMS ARE REVIEWED AND VOTED ON AT A BOARD MEETING PRIOR TO SUBMITTAL TO THE IRS. THE ELECTED OFFICERS WILL SIGN THE FORMS WHERE NEEDED. |
| FORM 990, PART VI, SECTION B, LINE 12C | IF ANYONE REASONABLY BELIEVES THAT A POLICY, PRACTICE OR ACTIVITY OF GOOD SHEPHERD LUTHERAN SERVICES IS IN VIOLATION OF LAW, A WRITTEN COMPLAINT MUST BE FILED BY THE PERSON TO THEIR MANAGER, UP TO AND INCLUDING THE HUMAN RESOURCES DIRECTOR, ADMINISTRATOR OR A BOARD MEMBER OF GOOD SHEPHERD LUTHERAN SERVICES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PROCESS FOR DETERMINING ADMINISTRATOR COMPENSATION IS REVIEWED ANNUALLY BY THE GOVERNING BODY. ALSO, THE BOARD WILL VOTE ON WHETHER TO APPROVE THE MINNESOTA COST OF LIVING ADJUSTMENT. IN THE CASE MINNESOTA DOES RECOMMEND A COST OF LIVING ADJUSTMENT, THE GOVERNING BODY WILL VOTE ON WHETHER TO APPROVE THE COST OF LIVING ADJUSTMENT FOR ALL EMPLOYEES OF THE HOME. THIS PROCESS WAS LAST CONDUCTED IN 2011 FOR ADMINISTRATOR COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL MADE AVAILABLE TO THE PUBLIC IN THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: THE ORGANIZATIONS BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS CONSOLIDATED FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOOD SHEPHERD SENIOR APARTMENTS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 747 | AddressLine1 |
| City | RUSHFORD | City |
| State | MN | State |
| ZIP Code | 55971 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411757528 | EIN |
| Primary Activities | TO PROVIDE LOW INCOME HOUSING TO THE ELDERLY OR HANDICAPPED | PrimaryActivities |
| Legal Domicile State | MN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 9 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOOD SHEPHERD LUTHERAN SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NO TRANSACTIONS OVER 50000 | BusinessNameLine1 |
Comments