SUNRISE MANOR: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SUNRISE MANOR (EIN 42-0805391)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201303169349301190
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T07:47:27-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420732909 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYUN GIVENS & COMPANY PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 100TH STREET SUITE 301 | AddressLine1 |
| City | URBANDALE | City |
| State | IA | State |
| ZIP Code | 50322 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420805391 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNRISE MANOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SUNR | NameControl |
| Phone | 7122763821 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5501 GORDON DRIVE | AddressLine1 |
| City | SIOUX CITY | City |
| State | IA | State |
| ZIP Code | 51106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BEVERLY ZENOR | Name |
| Title | CEO | Title |
| Phone | 7122763821 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CURTIS E BRAND CPA | Name |
| PTIN | P00299230 | PTIN |
| Phone | 5152253141 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BEVERLY ZENOR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5501 GORDON DRIVE | AddressLine1 |
| City | SIOUX CITY | City |
| State | IA | State |
| ZIP Code | 51106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8620170 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SUNRISERETIREMENT.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HOUSING AND SERVICES TO SIOUXLAND'S ELDERLY IN A WAY THAT INSURES A PHYSICAL AND CARE ENVIRONMENT WHICH MAXIMIZES THE DIGNITY AND INDEPENDENCE OF EACH RESIDENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 124 | TotalNbrEmployees |
| Total Nbr Volunteers | 196 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 306244 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 299478 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8123177 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8291899 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10261 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7997 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 69047 | OtherRevenuePriorYear |
| Other Revenue Current Year | 9660 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8508729 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8609034 | 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 | 4643416 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4372682 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 50902 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4034722 | OtherExpensePriorYear |
| Other Expenses Current Year | 6304357 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8678138 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10677039 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -169409 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2068005 | RevenuesLessExpensesCY |
| Total Assets BOY | 25163012 | TotalAssetsBOY |
| Total Assets EOY | 33692086 | TotalAssetsEOY |
| Total Liabilities BOY | 20803345 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 31400424 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4359667 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2291662 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE HOUSING AND SERVICES TO SIOUXLAND'S ELDERLY IN A WAY THAT INSURES A PHYSICAL AND CARE ENVIRONMENT WHICH MAXIMIZES THE DIGNITY AND INDEPENDENCE OF EACH RESIDENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7914155 | Expense |
| Revenue | 8127730 | Revenue |
| Description | PROVIDED SKILLED NURSING AND NURSING FACILITY LEVELS OF CARE FOR 2,497 AND 25,537 BED DAYS, RESPECTIVELY; OPERATED INDEPENDENT LIVING FACILITY WITH 114 UNITS AND APPROXIMATELY 149 OF 217 MAXIMUM OCCUPANCY. | Description |
| Total Program Service Expense | 7914155 | 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 | 0 | 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 | 1 | 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 59 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 124 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | 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 | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLIE SALMEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7122763821 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5501 GORDON DRIVE | AddressLine1 |
| City | SIOUX CITY | City |
| State | IA | State |
| ZIP Code | 51106 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| LARRY BOOK | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| TOM GRIMSLEY | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| RICHARD KEITH | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| DONALD KELSEY | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| JOHN ANDERSON | ||||||
| LEGAL ADVISOR | 1.00 | X | 0 | 0 | 0 | |
| HOWARD LOGAN | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| DR BARBARA CONDON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL GUNSCH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DR MARY KOVARNA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DR CAROLYN LEMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS PADGETT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PETER THOREEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| COREY WRENN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DR WILLIAM BUD ZIEBELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BEV ZENOR | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | X | 118010 | 0 | 7845 | |
| HALLIE SALMEN | ||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 69335 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 187345 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 7845 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | 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 | AEGIS THERAPIES | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7160 DALLAS PARKWAY | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 75024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONTRACTED THERAPIES | DescriptionOfServices |
| Compensation | 573520 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 264284 | FederatedCampaigns |
| Fundraising Events | 15094 | FundraisingEvents |
| Government Grants | 20100 | GovernmentGrants |
| Total Contributions | 299478 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| MEDICARE/MEDICAID PAYM | 623000 | 3452553 | 3452553 | |
| ROOM AND BOARD-PRIVATE | 623000 | 2570792 | 2570792 | |
| INDEPENDENT LIVING | 623000 | 1982760 | 1982760 | |
| RESIDENT SERVICES | 623000 | 164169 | $164,169 | |
| MEDICAL SUPPLIES | 623000 | 92601 | 92601 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29024 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29024 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8291899 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7997 | TotalRevenueColumn |
| Exclusion | $7,997 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9660 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9660 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9660 | TotalRevenueColumn |
| Exclusion | $9,660 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 11136 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 15094 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 11136 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8609034 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8127730 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $181,826 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285956 | Total |
| Management And General | 285956 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3471511 | Total |
| Program Services | 3208021 | ProgramServices |
| Management And General | 234040 | ManagementAndGeneral |
| Fundraising | 29450 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351509 | Total |
| Program Services | 300109 | ProgramServices |
| Management And General | 48645 | ManagementAndGeneral |
| Fundraising | 2755 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263706 | Total |
| Program Services | 225144 | ProgramServices |
| Management And General | 36494 | ManagementAndGeneral |
| Fundraising | 2068 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88822 | Total |
| Management And General | 88822 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3083 | Total |
| Management And General | 3083 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95003 | Total |
| Program Services | 21371 | ProgramServices |
| Management And General | 73632 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94513 | Total |
| Program Services | 22656 | ProgramServices |
| Management And General | 55228 | ManagementAndGeneral |
| Fundraising | 16629 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 487636 | Total |
| Program Services | 333805 | ProgramServices |
| Management And General | 153831 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5644 | Total |
| Program Services | 600 | ProgramServices |
| Management And General | 5044 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18994 | Total |
| Program Services | 18994 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 977810 | Total |
| Program Services | 977810 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1065580 | Total |
| Program Services | 1033871 | ProgramServices |
| Management And General | 31709 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70174 | Total |
| Management And General | 70174 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| LOSS ON ABANDONMENT | 1549848 | 1549848 | |
| CONTRACT SERVICES | 811172 | 31385 | 779787 |
| FOOD AND SNACKS | 334970 | 334970 | |
| SUPPLIES | 330615 | 330615 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 370493 | Total |
| Program Services | 326402 | ProgramServices |
| Management And General | 44091 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10677039 | Total |
| Program Services | 7914155 | ProgramServices |
| Management And General | 2711982 | ManagementAndGeneral |
| Fundraising | 50902 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1355 | BOY |
| EOY | 3567 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1962687 | BOY |
| EOY | 2424966 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283582 | BOY |
| EOY | 206140 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 752053 | BOY |
| EOY | 458292 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69336 | BOY |
| EOY | 48717 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67909 | BOY |
| EOY | 58679 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 33432183 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6855630 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14770751 | BOY |
| EOY | 26576553 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7255339 | BOY |
| EOY | 3915172 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25163012 | BOY |
| EOY | 33692086 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 898792 | BOY |
| EOY | 516333 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2487114 | BOY |
| EOY | 2183804 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13805217 | BOY |
| EOY | 26566685 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2554887 | BOY |
| EOY | 39974 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1057335 | BOY |
| EOY | 2093628 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20803345 | BOY |
| EOY | 31400424 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4045810 | BOY |
| EOY | 2068804 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 313857 | BOY |
| EOY | 222858 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4359667 | BOY |
| EOY | 2291662 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25163012 | BOY |
| EOY | 33692086 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -2068005 | ReconcilationRevenueExpenses |
| 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 | 102007 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 481925 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 567559 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 384195 | CurrentTaxYearMinus1Year |
| Current Tax Year | 310614 | CurrentTaxYear |
| Total | 1846300 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6248065 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6794176 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7777612 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8025236 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8127730 | CurrentTaxYear |
| Total | 36972819 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 77673 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 96846 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 97941 | CurrentTaxYearMinus1Year |
| Current Tax Year | 164169 | CurrentTaxYear |
| Total | 436629 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6350072 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7353774 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8442017 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8507372 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8602513 | CurrentTaxYear |
| Total | 39255748 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9034 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 143641 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50750 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24273 | CurrentTaxYear |
| Total | 257698 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9034 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 143641 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50750 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24273 | CurrentTaxYear |
| Total | 257698 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 38998050 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28135 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14745 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17162 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19681 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17657 | CurrentTaxYear |
| Total | 97380 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28135 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14745 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17162 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19681 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17657 | CurrentTaxYear |
| Total | 97380 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 8925 | CurrentTaxYearMinus3Years |
| Total | 8925 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6378207 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7377444 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8459179 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8527053 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8620170 | CurrentTaxYear |
| Total | 39362053 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99080 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98830 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00250 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00370 | 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
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 127371 | BeginningOfYearBalance |
| Other Expenditures | 127371 | OtherExpenditures |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 81265 | BeginningOfYearBalance |
| Contributions | 47787 | Contributions |
| Investment Earnings Or Losses | 143 | InvestmentEarningsOrLosses |
| Other Expenditures | -1824 | OtherExpenditures |
| End Of Year Balance | 127371 | EndOfYearBalance |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 205322 | OtherCostOrOtherBasis |
| Book Value | 205322 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31549834 | OtherCostOrOtherBasis |
| Depreciation | 6360397 | Depreciation |
| Book Value | 25189437 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1276839 | OtherCostOrOtherBasis |
| Depreciation | 277481 | Depreciation |
| Book Value | 999358 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 400188 | OtherCostOrOtherBasis |
| Depreciation | 217752 | Depreciation |
| Book Value | 182436 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26576553 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM MAPLE HEIGHTS | 156751 |
| DESIGNATED OR RESTRICTED SAVINGS ACCOUNTS | 1020941 |
| DEFERRED ISSUANCE COSTS | 555210 |
| CAPITALIZED MARKETING COSTS | 80713 |
| DEBT SERVICE RESERVE FUND | 2101557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3915172 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| COTTAGE & POINTE DEPOSITS | $153,865 |
| DUE TO FOUNTAIN VIEW | $1,108,684 |
| ACCRUED PAYROLL | $353,332 |
| ACCRUED INTEREST PAYABLE | $291,277 |
| ACCRUED REAL ESTATE TAXES | $186,470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2093628 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 10106136 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 1518427 | OtherRevenues |
| Revenue Not Rptd F990 | 1518427 | RevenueNotRptdF990 |
| Revenue Subtotal | 8587709 | RevenueSubtotal |
| Other Revenues Not Included | 21325 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 21325 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8609034 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12138405 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1482691 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1482691 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10655714 | ExpensesSubtotal |
| Other Expenses Not Included | 21325 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 21325 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10677039 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED COMPANY REVENUE 1,507,291. FUNDRAISING EXPENSE NETTED AGAINST REVENUE 11,136. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 21,325. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED COMPANY EXPENSES 1,471,555. FUNDRAISING EXPENSE NETTED AGAINST REVENUE 11,136. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 21,325. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BENEFIT CONCERT | NameOfEvent1 |
| Gross Receipts Event1 | 26230 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 15094 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 11136 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 6845 | RentFacilityCostsEvent1 |
| Entertainment Event1 | 3100 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 1191 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 26230 | GrossReceiptsTotal |
| Charitable Contributions Total | 15094 | CharitableContributionsTotal |
| Gross Revenue Total Events | 11136 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 6845 | RentFacilityCostsTotalEvents |
| Entertainment Total Events | 3100 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 1191 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 11136 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| WOODBURY COUNTY IOWA | ||||||||
| A | 426005221 | NONEAVAIL | 2008-05-29 | 3000000 | CURRENT REFUND BOND ANTICIPATION NOTE SERIES 2007 | 0 | 0 | 0 |
| CITY OF LAWTON IOWA | ||||||||
| B | 426004868 | NONEAVAIL | 2008-05-29 | 9000000 | CONSTRUCTION OF A 62-UNIT INDEPENDENT LIVING BUILDING | 0 | 0 | 0 |
| CITY OF BRONSON IOWA | ||||||||
| C | 420937601 | NONEAVAIL | 2011-08-03 | 10000000 | CONSTRUCTION OF A 36-UNIT SKILLED NURSING FACILITY AND 46-UNIT ASSISTED LIVI | 0 | 0 | 0 |
| WOODBURY COUNTY IOWA | ||||||||
| D | 426005221 | NONEAVAIL | 2011-08-03 | 380000 | CONSTRUCTION OF A 36-UNIT SKILLED NURSING FACILITY AND 46-UNIT ASSISTED LIVI | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|
| A | 3000000 | 2008 | 0 | 0 | 0 | 0 |
| B | 9000000 | 2009 | 0 | 0 | 0 | 0 |
| C | 10000000 | 2012 | 0 | 0 | 0 | 0 |
| D | 380000 | 2012 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IOWA FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521699886 | IssuerEIN |
| CUSIP Number | 46247CBF5 | CUSIPNumber |
| Date Issued | 2012-10-11 | DateIssued |
| Issue Price | 24156685 | IssuePrice |
| Description Of Purpose | REFUND PRIOR BONDS; FINANCE PROJECT;FUND DEBT SERVICE FUND | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 24156685 | TotalProceeds |
| Amount In Reserve Fund | 1657919 | AmountInReserveFund |
| Refunding Escrow | 21476972 | RefundingEscrow |
| Issuance Costs From Proceeds | 483134 | IssuanceCostsFromProceeds |
| Capital Expenditures | 538660 | CapitalExpenditures |
| Year Of Subst Completion | 2012 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE OF THE BOARD WILL REVIEW THE 990 BEFORE IT IS SUBMITTED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECTORS RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY EACH YEAR. DIRECTORS ARE REQUIRED TO CERTIFY THAT THEY HAVE RECEIVED A COPY AND THAT THEY HAVE READ, UNDERSTAND AND AGREE WITH THE POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS WAGE & BENEFIT SURVEYS PREPARED BY AN INDEPENDENT ORGANIZATION, NOTING SALARY RANGES FOR SIMILAR SIZED ORGANIZATIONS & DETERMINES WAGES TO BE OFFERED TO EXECUTIVE DIRECTOR & ADMINISTRATOR. THIS DECISION IS REVIEWED BY THE FULL BOARD OF DIRECTORS AND APPROVED. | |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 AND SUPPORTING DOCUMENTS ARE AVAILABLE FROM THE ORGANIZATION UPON REQUEST. ADDITIONALLY, A PUBLIC WEBSITE CALLED GUIDESTAR MAKES CERTAIN PARTS OF THE 990 AVAILABLE TO THE GENERAL PUBLIC. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ALONG WITH THE FINANCIAL STATEMENTS ARE AVAILABLE TO INTERESTED PARTIES UPON REQUEST FROM THE BUSINESS OFFICE OF SUNRISE RETIREMENT COMMUNITY. | |
| FORM 990, PART XII, LINE 2C | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND IS RESPONSIBLE FOR SELECTING AN INDEPENDENT AUDITOR. THE PROCESS IS UNCHANGED FROM PRIOR YEARS. | OVERSIGHT OF FINANCIAL STATEMENT AUDIT |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| FOUNTAIN VIEW ASSISTED LIVING | |||||||||
| 5501 GORDON DRIVE | SIOUX CITY | IA | 51106 | 421527142 | ASSISTED LIVING HOUSING AND CARE FOR THE ELDERLY | IA | 501(C)(3) | LINE 9 | 0 |
| MAPLE HEIGHTS APARTMENTS INC | |||||||||
| 5501 GORDON DRIVE | SIOUX CITY | IA | 51106 | 421184135 | OWNING AND OPERATING AN APARTMENT COMPLEX IN CONJUCTION WITH HUD ASSISTANCE | IA | 501(C)(4) | LINE 7 | 0 |
| MAPLE HEIGHTS ANNEX INC | |||||||||
| 5501 GORDON DRIVE | SIOUX CITY | IA | 51106 | 421456926 | OWNING AND OPERATING AN APARTMENT COMPLEX IN CONJUCTION WITH HUD ASSISTANCE | IA | 501(C)(4) | LINE 7 | 0 |
| 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 | 0 | 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 | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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