AGEBETTER INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AGEBETTER INC (EIN 39-1969761)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201333189349301728
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T09:17:56-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5946 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537050946 | 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 | 391969761 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MADISON AREA CONTINUING CARE CONSORTIUM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MADI | NameControl |
| Phone | 6082304321 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6201 MINERAL POINT RD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERALD KELM | Name |
| Title | TREASURER | Title |
| Phone | 6082304321 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES G GRAHAM | Name |
| PTIN | P00006111 | PTIN |
| Phone | 6088332612 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICK BOURNE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6201 MINERAL POINT ROAD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 283330 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SAILTODAY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE MADISON AREA CONTINUING CARE CONSORTIUM, INC. IS TO WORK COLLABORATIVELY WITH OLDER PEOPLE, THEIR FAMILIES, CAREGIVERS, PHYSICIANS, PAYERS, AND PROVIDERS TO ENHANCE THEIR HEALTH, WELLNESS, INDEPENDENCE, AND QUALITY OF LIFE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 40 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 152287 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 143731 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 117152 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 139536 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 49 | InvestmentIncomePriorYear |
| Investment Income Current Year | 63 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 269488 | TotalRevenuePriorYear |
| Total Revenue Current Year | 283330 | 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 | 144313 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 156063 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 96936 | OtherExpensePriorYear |
| Other Expenses Current Year | 123422 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 241249 | TotalExpensesPriorYear |
| Total Expenses Current Year | 279485 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 28239 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3845 | RevenuesLessExpensesCY |
| Total Assets BOY | 74942 | TotalAssetsBOY |
| Total Assets EOY | 74984 | TotalAssetsEOY |
| Total Liabilities BOY | 49170 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 45367 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25772 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 29617 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THE MADISON AREA CONTINUING CARE CONSORTIUM, INC. IS TO WORK COLLABORATIVELY WITH OLDER PEOPLE, THEIR FAMILIES, CAREGIVERS, PHYSICIANS, PAYERS, AND PROVIDERS TO ENHANCE THEIR HEALTH, WELLNESS, INDEPENDENCE, AND QUALITY OF LIFE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 256073 | Expense |
| Revenue | 139536 | Revenue |
| Description | THE SUPPORTING ACTIVE INDEPENDENT LIVES (SAIL) PROGRAM OFFERS SENIOR ADULTS THE SUPPORT THEY NEED TO REMAIN ACTIVE, INDEPENDENT, AND IN THEIR OWN HOMES. THE SAIL PROGRAM GIVES SENIORS ACCESS TO PRE-SCREENED SERVICE PROVIDERS AND SUPPORTS SENIORS' OVERALL WELLNESS BY OFFERING HEALTH CONSULTATIONS, VOLUNTEER SERVICES, AND TRANSPORTATION. IT ALSO OFFERS PERSONAL EMERGENCY RESPONSE, SAIL S.O.S., TO MEMBERS AND NON-MEMBERS. THE SAIL PROGRAM IS OFFERED TO ADULTS 55 YEARS OF AGE OR OLDER WHO LIVE IN DANE COUNTY, WI. | Description |
| Total Program Service Expense | 256073 | 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 | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | 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 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | 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 | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD KELM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6082304530 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6201 MINERAL POINT ROAD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| LINDA WISE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GERALD KELM | ||||||
| TREASURER, DIRECTOR | 1.00 | X | 0 | 0 | 0 | X |
| RICK BOURNE | ||||||
| PRESIDENT, DIRECTOR | 1.00 | X | 0 | 0 | 0 | X |
| MARY ANN DRESCHER | ||||||
| SECRETARY, DIRECTOR | 1.00 | X | 0 | 0 | 0 | X |
| BARBARA GESSNER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH J XANTHOPOULOS | ||||||
| VICE PRESIDENT, DIRECTOR | 1.00 | X | 0 | 0 | 0 | X |
| MARCIA WHITTINGTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN KALIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANN ALBERT | ||||||
| EXECUTIVE DIRECTOR - SAIL | 40.00 | 70718 | 0 | 14555 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 70718 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 14555 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 65414 | MembershipDues |
| All Other Contributions | 78317 | AllOtherContributions |
| Total Contributions | 143731 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SAIL PROGRAM | Description |
| Business Code | 621610 | BusinessCode |
| Total Revenue Column | 139536 | TotalRevenueColumn |
| Related Or Exempt Function Income | 139536 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 139536 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63 | TotalRevenueColumn |
| Exclusion | $63 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 283330 | TotalRevenueColumn |
| Related Or Exempt Function Income | 139536 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $63 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70718 | Total |
| Program Services | 70718 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85345 | Total |
| Program Services | 85345 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2000 | Total |
| Management And General | 2000 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9106 | Total |
| Management And General | 9106 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10212 | Total |
| Management And General | 10212 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3120 | Total |
| Program Services | 3120 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360 | Total |
| Program Services | 360 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16074 | Total |
| Program Services | 16074 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6799 | Total |
| Program Services | 6799 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| S.O.S. EXPENSES | 33464 | 33464 |
| NEIGHBORHOOD GRANT PROJ | 20808 | 20808 |
| MEMBER SERVICES | 7880 | 7880 |
| SUBSIDIZED SERVICES | 6561 | 6561 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7038 | Total |
| Program Services | 4944 | ProgramServices |
| Management And General | 2094 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279485 | Total |
| Program Services | 256073 | ProgramServices |
| Management And General | 23412 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46279 | BOY |
| EOY | 296 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 48693 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 130 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 70161 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 46749 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28650 | BOY |
| EOY | 23412 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13 | BOY |
| EOY | 2453 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74942 | BOY |
| EOY | 74984 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49170 | BOY |
| EOY | 45367 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49170 | BOY |
| EOY | 45367 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25772 | BOY |
| EOY | 29617 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25772 | BOY |
| EOY | 29617 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74942 | BOY |
| EOY | 74984 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 3845 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 222457 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 80535 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102499 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 152287 | CurrentTaxYearMinus1Year |
| Current Tax Year | 143731 | CurrentTaxYear |
| Total | 701509 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 222457 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 80535 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102499 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 152287 | CurrentTaxYearMinus1Year |
| Current Tax Year | 143731 | CurrentTaxYear |
| Total | 701509 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 223946 | AmountsSubstContributorsTotal |
| Public Support Total170 | 477563 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 112 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 131 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 54 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49 | CurrentTaxYearMinus1Year |
| Current Tax Year | 63 | CurrentTaxYear |
| Total | 409 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 701918 | TotalSupport |
| Gross Receipts From Admissions Etc | 470019 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.68040 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99960 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 70161 | InvestmentCostOrOtherBasis |
| Depreciation | 46749 | Depreciation |
| Book Value | 23412 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 23412 | TotalOfBookValueLandBuildings |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NUMBER OF EMPLOYEES: | FORM 990, PART 1, LINE 5: | THE ORGANIZATION REPORTS "0" EMPLOYEES BECAUSE ALL EMPLOYEES ARE PAID BY OAKWOOD LUTHERAN HOMES ASSOCIATION, INC., A MEMBER ORGANIZATION. THE ORGANIZATION REIMBURSED OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. FOR SALARY AND BENEFITS EXPENSES INCURRED IN CONNECTION WITH THE EMPLOYEES WHO PERFORM SERVICES ON ITS BEHALF. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION HAS FOUR MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS APPOINT THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS INITIALLY REVIEWED BY THE BOARD'S TREASURER, GERALD KELM. A PDF OF THE FINAL FORM 990, OR A PAPER COPY IF REQUESTED, IS SUBSEQUENTLY SENT TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS DISCUSSED IN BOARD ORIENTATIONS AND IS PROVIDED TO THE BOARD MEMBERS IN THEIR "NEW BOARD MEMBER PACKET", AND ANNUALLY IN THE "UPDATE PACKET" SENT TO ALL MEMBERS. EACH YEAR ALL PERSONS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION PROCESS FOR THE EXECUTIVE DIRECTOR-SAIL IS MANAGED BY THEIR EMPLOYER FOR PAYROLL PURPOSES, OAKWOOD LUTHERAN HOMES ASSOCIATION, INC. THE HR COMMITTEE OF THE OAKWOOD LUTHERAN HOMES ASSOCIATION BOARD REVIEWS THE COMPENSATION FOR KEY POSITIONS ON A REGULAR BASIS (QUARTERLY) TO DETERMINE A GRADING AND COMPENSATION LEVEL APPROPRIATE FOR THE POSITION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
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