SCHMITT WOODLAND HILLS INCORPORATED: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SCHMITT WOODLAND HILLS INCORPORATED (EIN 39-1027374)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-07
- IRS object ID
- 201432199349300123
- Schema version
- 2013v3.0
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-07T10:07:33-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3703 OAKWOOD HILLS PARKWAY | AddressLine1 |
| City | EAU CLAIRE | City |
| State | WI | State |
| ZIP Code | 54701 | 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 | 391027374 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMITT WOODLAND HILLS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHM | BusinessNameControlTxt |
| Phone | 6086478931 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W SEMINARY STREET | AddressLine1 |
| City | RICHLAND CENTER | City |
| State | WI | State |
| ZIP Code | 53581 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES OLSON | PersonNm |
| Person Title | ADMINISTRATOR | PersonTitleTxt |
| Phone | 6086478931 | PhoneNum |
| Signature | 2014-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY POKRANDT CPA | PreparerPersonNm |
| PTIN | P00449155 | PTIN |
| Phone | 7158323407 | PhoneNum |
| Preparation | 2014-07-08 | 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) |
|---|---|---|
| Principal Officer | JAMES OLSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W SEMINARY STREET | AddressLine1 |
| City | RICHLAND CENTER | City |
| State | WI | State |
| ZIP Code | 53581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,147,159 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SCHMITTWOODLANDHILLS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | SCHMITT WOODLAND HILLS AND ITS PARTNERS OFFER PEOPLE A WIDE RANGE OF QUALITY SERVICES AND FACILITIES THROUGH GOOD STEWARDSHIP AND A CHRISTIAN PHILOSOPHY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 133 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $77,999 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$84,275 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $46,413 | PYContributionsGrantsAmt |
| CY Contributions Grants | $322,655 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,225,501 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,297,810 | CYProgramServiceRevenueAmt |
| PY Investment Income | $88,666 | PYInvestmentIncomeAmt |
| CY Investment Income | -$11,050 | CYInvestmentIncomeAmt |
| PY Other Revenue | $79,760 | PYOtherRevenueAmt |
| CY Other Revenue | $86,158 | CYOtherRevenueAmt |
| PY Total Revenue | $4,440,340 | PYTotalRevenueAmt |
| CY Total Revenue | $4,695,573 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,852,953 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,947,981 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $9,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $56,400 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $105,300 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,623,624 | PYOtherExpensesAmt |
| CY Other Expenses | $1,624,016 | CYOtherExpensesAmt |
| PY Total Expenses | $4,485,577 | PYTotalExpensesAmt |
| CY Total Expenses | $4,628,397 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$45,237 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $67,176 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,837,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,081,288 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,519,765 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,274,048 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,317,657 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,807,240 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SCHMITT WOODLAND HILLS AND ITS PARTNERS OFFER PEOPLE A WIDE RANGE OF QUALITY SERVICES AND FACILITIES THROUGH GOOD STEWARDSHIP AND A CHRISTIAN PHILOSOPHY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,836,136 | ExpenseAmt |
| Revenue | $2,281,535 | RevenueAmt |
| Desc | THE SCHMITT WOODLAND HILLS HEALTH CENTER PROVIDES RESIDENTS WITH A COMPASSIONATE, LOVING NURSING HOME SETTING IN RICHLAND CENTER, WISCONSIN. THE HEALTH CENTER, WHICH IS LICENSED THROUGH THE STATE OF WISCONSIN, OFFERS 25 BEDS IN SEMI-PRIVATE SETTINGS AND PROVIDES 24 HOUR CONTINUOUS SKILLED NURSING CARE FOR EITHER SHORT-TERM REHABILITATION OR LONG-TERM STAYS. THE HEALTH CENTER PROVIDED 8,495 DAYS OF RESIDENT CARE IN 2013. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $911,253 | ExpenseAmt |
| Revenue | $1,051,812 | RevenueAmt |
| Desc | THE WESTVIEW ASSISTED LIVING FACILITY, LOCATED IN RICHLAND CENTER, WISCONSIN, IS LICENSED BY THE STATE OF WISCONSIN AS A COMMUNITY BASED RESIDENTIAL FACILITY (CBRF). WESTVIEW IS DESIGNED TO SUPPORT RESIDENTS WHO CAN NO LONGER LIVE ALONE BUT DO NOT REQUIRE FULL-TIME SKILLED NURSING CARE. WESTVIEW HAS 10 BEDS IN PRIVATE ROOMS AND 20 BEDS IN SEMI-PRIVATE ROOMS AND OFFERS THE INDEPENDENCE PEOPLE WANT SUPPORTED BY AN APPROPRIATE LEVEL OF ASSISTANCE. THE DEDICATED STAFF CAN PROVIDE SECURITY AND 24-HOUR ASSISTANCE WITH MEDICATIONS, DRESSING, GROOMING, AND HYGIENE. WESTVIEW PROVIDED 7,516 RESIDENT DAYS IN 2013. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $661,954 | ExpenseAmt |
| Revenue | $635,561 | RevenueAmt |
| Desc | RESIDENTIAL APARTMENT LIVING AT SCHMITT WOODLAND HILLS COMBINES THE PLEASURE OF INDEPENDENT LIVING WITH A SENSE OF SECURITY FOUND IN A SUPPORTIVE RETIREMENT COMMUNITY COMMITTED TO SERVING SENIORS. SCHMITT WOODLAND HILLS OFFERS OLDER ADULTS A CONTINUUM OF QUALITY SERVICES AND FACILITIES. OUR INDEPENDENT LIVING APARTMENTS ARE REGISTERED AS A RESIDENTIAL CARE APARTMENT COMPLEX (RCAC) WHICH ALLOWS US TO PROVIDE PERSONAL AND SUPPORTIVE CARE AS NEEDED. APARTMENT TENANTS ARE ASSURED PRIORITY ACCESS TO ALL OTHER FACILITIES AND CARE LEVELS OFFERED AT SCHMITT WOODLAND HILLS. APARTMENTS RENTED IN 2013 TOTALED 318 MONTHS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $577,888 | ExpenseAmt |
| Revenue | $328,902 | RevenueAmt |
| Desc | SCHMITT WOODLAND HILLS OFFERS PERSONAL HOME CARE SERVICES TO HELP PEOPLE LIVE COMFORTABLY AND SAFELY IN THEIR OWN HOMES. SCHMITT WOODLAND HILLS ALSO OFFERS MEAL SERVICE TO RESIDENTS OF THE CBRF AND RCAC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $577,888 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $328,902 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,987,231 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 133 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER DRONE | PersonNm |
| Phone | 6086478931 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W SEMINARY STREET | AddressLine1 |
| City | RICHLAND CENTER | City |
| State | WI | State |
| ZIP Code | 53581 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| REV TOM TARVER | ||||||
| DIRECTOR (THROUGH 6/2013) | 0.50 | Yes (X) | $0 | $0 | $0 | |
| REV BILL BUSCH | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RACHEL SCHULTZ | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BILL OSWALD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TOM HARVEY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RUSS SHANNON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JERRY BOWER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LINDA HARLAN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BEV FINK | ||||||
| DIRECTOR (EFFECTIVE 7/2013) | 0.50 | Yes (X) | $0 | $0 | $0 | |
| HARVEY BASTIAN | ||||||
| CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TOM SHIELDS | ||||||
| VICE CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHARLES ABER | ||||||
| SECRETARY/TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMES OLSON | ||||||
| ADMINISTRATOR | 40.00 | $96,196 | $0 | $1,924 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $96,196 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,924 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMMUNITY LIVING SOLUTIONS | |||||
| 2801 E ENTERPRISE AVE | APPLETON | WI | 54913 | BUILDING DESIGN SERVIES | $361,694 |
| AEGIS THERAPIES INC | |||||
| PO BOX 8103 | FORT SMITH | AR | 72902 | THERAPY SERVICES | $302,188 |
| AVIANDS LLC | |||||
| 1751 W CTY RD B SUITE 300 | ROSEVILLE | MN | 55113 | FOOD SERVICES | $227,886 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,326 | FundraisingAmt |
| All Other Contributions | $319,329 | AllOtherContributionsAmt |
| Noncash Contributions | $3,326 | NoncashContributionsAmt |
| Total Contributions | $322,655 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NURSING | 623000 | $2,248,673 | $2,248,673 |
| ASSISTED LIVING | 623000 | $1,038,439 | $1,038,439 |
| RESIDENTIAL APARTMENTS | 623990 | $508,825 | $508,825 |
| HOUSE CALLS | 621610 | $329,723 | $329,723 |
| FOOD SERVICE | 623000 | $86,827 | $86,827 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,323 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,323 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,297,810 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,813 | TotalRevenueColumnAmt |
| Exclusion | $69,813 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $363,357 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $436,654 | SecuritiesAmt |
| Other | $7,566 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$73,297 | SecuritiesAmt |
| Other | -$7,566 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$80,863 | TotalRevenueColumnAmt |
| Exclusion | -$80,863 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $14,925 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,326 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $7,366 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,559 | TotalRevenueColumnAmt |
| Exclusion | $7,559 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| FOOD REVENUE-JAILS | 624200 | $67,872 | $67,872 | |
| MISCELLANEOUS | 623000 | $10,727 | $10,127 | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $78,599 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,695,573 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,297,810 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $77,999 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,891 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,120 | TotalAmt |
| Management And General | $98,120 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,244,554 | TotalAmt |
| Program Services | $2,025,902 | ProgramServicesAmt |
| Management And General | $191,417 | ManagementAndGeneralAmt |
| Fundraising | $27,235 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,717 | TotalAmt |
| Program Services | $28,559 | ProgramServicesAmt |
| Management And General | $774 | ManagementAndGeneralAmt |
| Fundraising | $384 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,320 | TotalAmt |
| Program Services | $334,357 | ProgramServicesAmt |
| Management And General | $47,468 | ManagementAndGeneralAmt |
| Fundraising | $4,495 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,270 | TotalAmt |
| Program Services | $163,812 | ProgramServicesAmt |
| Management And General | $23,256 | ManagementAndGeneralAmt |
| Fundraising | $2,202 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723 | TotalAmt |
| Management And General | $723 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,725 | TotalAmt |
| Management And General | $17,725 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,400 | TotalAmt |
| Fundraising | $56,400 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,842 | TotalAmt |
| Management And General | $19,842 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,623 | TotalAmt |
| Program Services | $442,623 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,415 | TotalAmt |
| Management And General | $2,415 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,672 | TotalAmt |
| Program Services | $88,570 | ProgramServicesAmt |
| Management And General | $51,833 | ManagementAndGeneralAmt |
| Fundraising | $14,269 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,596 | TotalAmt |
| Program Services | $224,596 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,205 | TotalAmt |
| Program Services | $9,205 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,542 | TotalAmt |
| Program Services | $235,542 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,409 | TotalAmt |
| Management And General | $71,409 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD SUPPLIES | $151,231 | $151,231 | |
| MEDICAL SUPPLIES | $109,148 | $109,148 | |
| REPAIRS AND MAINTENANCE | $107,564 | $100,324 | $7,240 |
| PROVIDER TAX ASSESSMENT | $51,000 | $51,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,321 | TotalAmt |
| Program Services | $22,362 | ProgramServicesAmt |
| Management And General | $3,644 | ManagementAndGeneralAmt |
| Fundraising | $315 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,628,397 | TotalAmt |
| Program Services | $3,987,231 | ProgramServicesAmt |
| Management And General | $535,866 | ManagementAndGeneralAmt |
| Fundraising | $105,300 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,026 | BOYAmt |
| EOY | $209,542 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,458 | BOYAmt |
| EOY | $208,974 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $248,700 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,446 | BOYAmt |
| EOY | $338,795 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,438 | BOYAmt |
| EOY | $41,579 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,293 | BOYAmt |
| EOY | $55,620 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,627,808 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,521,320 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,914,118 | BOYAmt |
| EOY | $2,106,488 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,025,933 | BOYAmt |
| EOY | $2,752,677 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,710 | BOYAmt |
| EOY | $118,913 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,837,422 | BOYAmt |
| EOY | $6,081,288 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,236 | BOYAmt |
| EOY | $431,340 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,769,035 | BOYAmt |
| EOY | $1,650,087 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,494 | BOYAmt |
| EOY | $192,621 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,519,765 | BOYAmt |
| EOY | $2,274,048 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,497,264 | BOYAmt |
| EOY | $2,696,187 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $287,200 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $820,393 | BOYAmt |
| EOY | $823,853 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,317,657 | BOYAmt |
| EOY | $3,807,240 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,837,422 | BOYAmt |
| EOY | $6,081,288 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $67,176 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $422,407 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $252,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,031 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,413 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $322,655 | CurrentTaxYearAmt |
| Total | $743,079 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,323,624 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,411,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,399,898 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,225,501 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,297,810 | CurrentTaxYearAmt |
| Total | $21,658,560 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,416,297 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,664,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,428,929 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,271,914 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,620,465 | CurrentTaxYearAmt |
| Total | $22,401,639 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $22,401,639 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,587 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,813 | CurrentTaxYearAmt |
| Total | $359,581 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,587 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,813 | CurrentTaxYearAmt |
| Total | $359,581 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,694 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,093 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,608 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,999 | CurrentTaxYearAmt |
| Total | $368,068 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $600 | CurrentTaxYearAmt |
| Total | $3,484 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,549,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,789,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,586,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,438,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,768,877 | CurrentTaxYearAmt |
| Total | $23,132,772 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96840 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96720 | PublicSupportPY509Pct |
| Investment Income CY | 0.01550 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01690 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $337 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $337 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | SCHMITT WOODLAND HILLS, INC. PAYS ANNUAL ASSOCIATION DUES TO LEADINGAGE. THESE DUES ARE PRIMARILY FOR ACCESS TO EDUCATION MATERIALS AND STAFF TRAINING AND DEVELOPMENT. A PORTION OF THE ANNUAL DUES WERE USED IN CONJUNCTION WITH LOBBYING ACTIVITIES WITH THE GOAL OF IMPROVING THE OVERALL INDUSTRY ENVIRONMENT. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,223,493 | BeginningYearBalanceAmt |
| Contributions | $3,460 | ContributionsAmt |
| Investment Earnings Or Losses | $164,987 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $82,177 | OtherExpendituresAmt |
| End Year Balance | $1,309,763 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,127,496 | BeginningYearBalanceAmt |
| Contributions | $3,560 | ContributionsAmt |
| Investment Earnings Or Losses | $117,991 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,554 | OtherExpendituresAmt |
| End Year Balance | $1,223,493 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,118,768 | BeginningYearBalanceAmt |
| Contributions | $3,420 | ContributionsAmt |
| Investment Earnings Or Losses | $17,338 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,030 | OtherExpendituresAmt |
| End Year Balance | $1,127,496 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,033,444 | BeginningYearBalanceAmt |
| Contributions | $22,082 | ContributionsAmt |
| Investment Earnings Or Losses | $96,454 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $33,212 | OtherExpendituresAmt |
| End Year Balance | $1,118,768 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $882,955 | BeginningYearBalanceAmt |
| Contributions | $17,950 | ContributionsAmt |
| Investment Earnings Or Losses | $146,574 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,035 | OtherExpendituresAmt |
| End Year Balance | $1,033,444 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.37000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.63000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $251,400 | OtherCostOrOtherBasisAmt |
| Book Value | $251,400 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,530,145 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,538,035 | DepreciationAmt |
| Book Value | $992,110 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,255,518 | OtherCostOrOtherBasisAmt |
| Depreciation | $983,285 | DepreciationAmt |
| Book Value | $272,233 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $590,745 | OtherCostOrOtherBasisAmt |
| Book Value | $590,745 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,106,488 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ACCOMMODATION FEES | $181,000 |
| DEFERRED REVENUE FROM ACCOMMODATION FEES | $11,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $192,621 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THESE ENDOWMENTS CONSIST OF FUNDS, WHICH WERE ESTABLISHED TO PROVIDE INTEREST INCOME TO PROVIDE FOR BENEVOLENT CARE. |
| PART X, LINE 2: | THE CORPORATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE CORPORATION IS ALSO EXEMPT FROM STATE INCOME TAXES ON RELATED INCOME. THE CORPORATION IS ALSO ENGAGED, TO A LIMITED EXTENT, IN CERTAIN ACTIVITIES SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME (UBI). UBI IS NOT SIGNIFICANT. IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE CORPORATION DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE CORPORATION HAS NOT RECORDED ANY ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2013 AND 2012. FEDERAL RETURNS FOR THE TAX YEARS ENDED DECEMBER 31, 2010, AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD SCHAEFER GROUP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 E BUFFALO STREET SUITE 604 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $344,300 | GrossReceiptsAmt |
| Retained By Contractor | $56,400 | RetainedByContractorAmt |
| Net To Organization | $287,900 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $344,300 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $56,400 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $287,900 | TotalNetToOrganizationAmt |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1Amt |
| Gross Receipts Event1 | $18,251 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,326 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $14,925 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $3,326 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $2,128 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $1,912 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $18,251 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,326 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $14,925 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,326 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,128 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,912 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,366 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $7,559 | NetIncomeSummaryAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSING AUTHORITY OF THE CITY OF RICHLAND CENTER WI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 391099560 | BondIssuerEIN |
| Bond Issued | 2004-02-27 | BondIssuedDt |
| Issue Price | $2,425,000 | IssuePriceAmt |
| Purpose | REFINANCING AND BUILDING IMPROVEMENTS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $901,740 | RetiredAmt |
| Total Proceeds | $2,425,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $48,500 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $491,000 | CapitalExpendituresAmt |
| Other Spent Proceeds | $1,885,500 | OtherSpentProceedsAmt |
| Substantial Completion | 2004 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 2 | $1,885,000 WAS USED TO REFINANCE EXISTING DEBT. |
| PART IV, LINE 2 | THERE IS NO REBATE BECAUSE THERE ARE NO PROCEEDS AVAILABLE FOR INVESTMENT. ALL PROCEEDS HAVE BEEN USED FOR REFINANCING EXISTING DEBT AND CAPITAL EXPENDITURES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE AND OPERATIONS COMMITTEE REVIEWED AND DISCUSSED THE FORM 990 AND REPORTED THEIR DISCUSSION TO THE BOARD OF DIRECTORS. THE FORM 990 WAS FILED AFTER DISCUSSION AND ACCEPTANCE BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | WHEN APPROPRIATE, BOARD MEMBERS ARE ASKED TO REFRAIN FROM VOTING IF A POTENTIAL CONFLICT OF INTEREST ARISES. ANY POTENTIAL CONFLICT OF INTEREST IS DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | SCHMITT WOODLAND HILLS UTILIZES TWO WAGE AND BENEFIT SURVEYS TO DETERMINE THE COMPENSATION OF THE ORGANIZATION'S EMPLOYEES. THE TWO SURVEYS ARE COMPILED BY THE WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING AND SHARED HEALTH. ADDITIONAL INFORMATION IS UTILIZED AS NEEDED INCLUDING LOCAL MARKET INFORMATION AND TRADE LITERATURE. THE ADMINISTRATOR'S COMPENSATION IS RECOMMENDED BY A BOARD TASK FORCE AND THEIR RECOMMENDATION IS REVIEWED AND APPROVED BY THE ENTIRE BOARD. OTHER LEADERSHIP COMPENSATION IS APPROVED BY THE ADMINISTRATOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | SCHMITT WOODLAND HILLS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990. PART XI, LINE 2C: OVERSIGHT OF AUDIT | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT AND THE MANAGEMENT TEAM OVERSEES THE AUDIT PROCESS. THE PROCESS HAS NOT CHANGED IN 2013. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODLAND HILLS PROPERTY LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W SEMINARY STREET | AddressLine1 |
| City | RICHLAND CENTER | City |
| State | WI | State |
| ZIP Code | 53581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391027374 | EIN |
| Primary Activities | HOLDS LAND FOR FUTURE DEVELOPMENT | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $180,163 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |