INTERGENERATIONAL LIVING & HEALTH CARE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INTERGENERATIONAL LIVING & HEALTH CARE INC (EIN 41-1740311)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201343179349305819
- 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 | 2013-11-13T16:42:23-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411690382 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Malloy Montague Karnowski Radosevich | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5353 Wayzata Blvd Ste 410 | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55416 | 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 | 411740311 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Intergenerational Living & Health Care Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INTE | NameControl |
| Phone | 9523618000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 Hazeltine Boulevard No 200 | AddressLine1 |
| City | Chaska | City |
| State | MN | State |
| ZIP Code | 55318 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Denise Gustafson | Name |
| Title | President | Title |
| Phone | 9523618000 | Phone |
| Date Signed | 2013-10-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas M Montague | Name |
| PTIN | P00089901 | PTIN |
| Phone | 9525450424 | Phone |
| Date Prepared | 2013-10-29 | DatePrepared |
| 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 | Denise Gustafson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 Hazeltine Boulevard No 200 | AddressLine1 |
| City | Chaska | City |
| State | MN | State |
| ZIP Code | 55318 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 25712847 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.iglhc.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | To embrace all generations through programs & services that create life-enriching communities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 646 | TotalNbrEmployees |
| Total Nbr Volunteers | 125 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 154885 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 134406 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25418026 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 25562560 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -6743 | InvestmentIncomePriorYear |
| Investment Income Current Year | -40075 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 25566168 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25656891 | 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 | 10398628 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11014822 | 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 | 13840263 | OtherExpensePriorYear |
| Other Expenses Current Year | 13713279 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24238891 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24728101 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1327277 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 928790 | RevenuesLessExpensesCY |
| Total Assets BOY | 38945115 | TotalAssetsBOY |
| Total Assets EOY | 40081090 | TotalAssetsEOY |
| Total Liabilities BOY | 41308641 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 41582581 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -2363526 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -1501491 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Our mission is to create life enriching communities by embracing all generations through innovative services and programs. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 20424314 | Expense |
| Revenue | 25562560 | Revenue |
| Description | Intergenerational Living and Health Care, Inc. (ILHC), a Minnesota nonprofit corporation, is an organization pioneering programs for children and seniors. The mission of ILHC includes strengthening connections and understanding between generations, providing enriching educational opportunities for children, enhancing the well-being of children and older adults, and serving individuals from all backgrounds, regardless of financial resources. In order to accomplish this mission, ILHC sponsors educational centers and programs for youth housing and services for seniors, intergenerational programs that link children and older adults. ILHC is made up of various senior living facilities, a foundation, and a daycare center. ILHC has facilities in Minnesota, Montana, South Dakota, and Arizona. These entities are referred to as Valley View Estates Health Care Center, The Inn on Westport, The Commons on Marice, and Arizona Grand Senior Living Community. The entity provided approximately 600 beds related to independent, assisted, and skilled nursing. | Description |
| Total Program Service Expense | 20424314 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 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 | 1 | 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 | 122 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 646 | 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 |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | 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 | 0 | 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 | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Goodman Group LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9523618000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 Hazeltine Blvd Suite 200 | AddressLine1 |
| City | Chaska | City |
| State | MN | State |
| ZIP Code | 55318 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Denise Gustafson | ||||||
| President | 40.00 | X | X | 70571 | 0 | 17643 |
| Elaine Burton | ||||||
| Treasurer/Secretary | 1.00 | X | X | 7500 | 0 | 0 |
| Thomas A Egan | ||||||
| Director | 1.00 | X | 7500 | 0 | 0 | |
| John Kaiyalethe | ||||||
| Director | 1.00 | X | 7500 | 0 | 0 | |
| Mark Wilson | ||||||
| Director | 1.00 | X | 7500 | 0 | 0 | |
| Joseph Guertin | ||||||
| Director | 1.00 | X | 7500 | 0 | 0 | |
| Mary Yaeger | ||||||
| Executive Director | 40.00 | X | 121704 | 0 | 30426 | |
| Dona King | ||||||
| Executive Director | 40.00 | X | 105281 | 0 | 26320 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 335056 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 74389 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| The Goodman Group LLC | |||||
| 1107 Hazeltine Blvd Suite 200 | Chaska | MN | 55318 | Management, accounting services, & Infor | 1961594 |
| John B Goodman Limited Partnership | |||||
| 1107 Hazeltine Blvd Suite 200 | Chaska | MN | 55318 | Construction management & development | 1542993 |
| Covenant Alliance Rehabilitation | |||||
| 1520 Kensington Road Suite 110 | Oak Brook | IL | 60523 | Therapy services - 1099 medical | 666865 |
| Pharmerica Corporation of America | |||||
| PO Box 409251 | Atlanta | GA | 30384 | Pharmacy | 186057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 134406 | AllOtherContributions |
| Total Contributions | 134406 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Resident Services | 623990 | 17578374 | 17578374 |
| Ancillary Services | 623390 | 7725258 | 7725258 |
| Other operating revenue | 623390 | 258928 | 258928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 25562560 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15881 | TotalRevenueColumn |
| Exclusion | $15,881 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 55956 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -55956 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -55956 | TotalRevenueColumn |
| Exclusion | -$55,956 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25656891 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25562560 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$40,075 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335056 | Total |
| Program Services | 108071 | ProgramServices |
| Management And General | 226985 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9679382 | Total |
| Program Services | 8938214 | ProgramServices |
| Management And General | 741168 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183765 | Total |
| Program Services | 183765 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 816619 | Total |
| Program Services | 715034 | ProgramServices |
| Management And General | 101585 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1522798 | Total |
| Program Services | 26688 | ProgramServices |
| Management And General | 1496110 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71515 | Total |
| Management And General | 71515 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 433389 | Total |
| Management And General | 433389 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1595692 | Total |
| Program Services | 1376345 | ProgramServices |
| Management And General | 219347 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293410 | Total |
| Program Services | 293410 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1077174 | Total |
| Program Services | 1077174 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1875246 | Total |
| Program Services | 1605820 | ProgramServices |
| Management And General | 269426 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211624 | Total |
| Program Services | 39596 | ProgramServices |
| Management And General | 172028 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35733 | Total |
| Management And General | 35733 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1932413 | Total |
| Program Services | 1932413 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1513071 | Total |
| Program Services | 1513071 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1383587 | Total |
| Program Services | 857995 | ProgramServices |
| Management And General | 525592 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| Dietary Food | 1112524 | 1112524 |
| Equipment rental & main | 322509 | 322509 |
| Taxes | 167013 | 167013 |
| Amortization | 49107 | 49107 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116474 | Total |
| Program Services | 105565 | ProgramServices |
| Management And General | 10909 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24728101 | Total |
| Program Services | 20424314 | ProgramServices |
| Management And General | 4303787 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5800111 | BOY |
| EOY | 6170423 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1192048 | BOY |
| EOY | 1096683 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68478 | BOY |
| EOY | 63577 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 310476 | BOY |
| EOY | 382473 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44982866 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16613206 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27650302 | BOY |
| EOY | 28369660 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -525260 | BOY |
| EOY | -592015 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4448960 | BOY |
| EOY | 4590289 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38945115 | BOY |
| EOY | 40081090 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2117913 | BOY |
| EOY | 2356428 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22125000 | BOY |
| EOY | 21830000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16681276 | BOY |
| EOY | 17031283 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384452 | BOY |
| EOY | 364870 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41308641 | BOY |
| EOY | 41582581 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2456041 | BOY |
| EOY | -1501491 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92515 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2363526 | BOY |
| EOY | -1501491 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38945115 | BOY |
| EOY | 40081090 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 928790 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -66755 | 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 | 11380 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5417791 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16155 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 154885 | CurrentTaxYearMinus1Year |
| Current Tax Year | 134406 | CurrentTaxYear |
| Total | 5734617 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23142410 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24423523 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24641155 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25390548 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25506604 | CurrentTaxYear |
| Total | 123104240 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23153790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29841314 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24657310 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25545433 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25641010 | CurrentTaxYear |
| Total | 128838857 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 5365000 | CurrentTaxYearMinus3Years |
| Total | 5365000 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 5365000 | CurrentTaxYearMinus3Years |
| Total | 5365000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 123473857 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1136879 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 815161 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25769 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20735 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15881 | CurrentTaxYear |
| Total | 2014425 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1136879 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 815161 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25769 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20735 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15881 | CurrentTaxYear |
| Total | 2014425 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24290669 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30656475 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24683079 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25566168 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25656891 | CurrentTaxYear |
| Total | 130853282 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94360 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.93390 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01540 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02440 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1809855 | OtherCostOrOtherBasis |
| Book Value | 1809855 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34592128 | OtherCostOrOtherBasis |
| Depreciation | 12695366 | Depreciation |
| Book Value | 21896762 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8152735 | OtherCostOrOtherBasis |
| Depreciation | 3917840 | Depreciation |
| Book Value | 4234895 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 428148 | OtherCostOrOtherBasis |
| Book Value | 428148 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 28369660 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (7 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Tax and Insurance escrow deposits | 234287 |
| Replacement reserve account | 756617 |
| Net deferred loan costs and capitalized interest | 1199369 |
| Accrued interest receivable | 1081 |
| Operating reserve fund | 484958 |
| Debt service reserve fund/bond fund | 1803013 |
| Organization Costs | 110964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4590289 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Security Deposits | $47,568 |
| Patient Funds | $9,011 |
| Accrued Interest | $308,291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 364870 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 25623763 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 25623763 | RevenueSubtotal |
| Other Revenues Not Included | 33128 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 33128 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 25656891 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24761728 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 66755 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 66755 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24694973 | ExpensesSubtotal |
| Other Expenses Not Included | 33128 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 33128 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 24728101 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | The Company is exempt from taxation as a nonprofit organization in accordance with 501(c)(3) of the Internal Revenue Code.On January 1, 2010, the Company adopted the recognition requirements for uncertain income tax positions as required by the Financial Accounting Standards Board (FASB) Accounting Standards Codification 740-10 (formerly known as FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes), with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. The Company has analyzed tax positions taken for filing with the Internal Revenue Service and the state jurisdiction where it operates. The Company believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the Company's financial condition, results of operations or cash flows. Accordingly, the Company has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at December 31, 2012. The Company is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax open tax periods. The Company's open audit periods are the years ended December, 2009, 2010, and 2011. |
| Part XI, Line 4b - Other Adjustments: | Loss on the Disposal of Assets -55,956. Charitable expenses netted in revenues 89,084. | |
| Part XII, Line 2d - Other Adjustments: | Equity in loss from outside projects 66,755. | |
| Part XII, Line 4b - Other Adjustments: | Loss on the Disposal of Assets -55,956. Charitable expenses netted in revenues 89,084. |
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 | Dakota County Community Development Agency | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 411253302 | IssuerEIN |
| CUSIP Number | 23409VCW8 | CUSIPNumber |
| Date Issued | 2007-03-01 | DateIssued |
| Issue Price | 23330000 | IssuePrice |
| Description Of Purpose | Refinance facility in Dakota County, Minnesota, Series 2007 | 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 |
| Amount Retired | 1500000 | AmountRetired |
| Total Proceeds | 23378420 | TotalProceeds |
| Amount In Reserve Fund | 1433081 | AmountInReserveFund |
| Issuance Costs From Proceeds | 536712 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 566304 | WorkingCapitalExpenditures |
| Other Spent Proceeds | 20842323 | OtherSpentProceeds |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 1 | 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 | 1 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 1 | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEPFA Bank | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 10.000000000000 | TermOfGIC |
| Regulatory Safe Harbor Satisfied | 1 | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule K Supplental Information | Identifier |
| Explanation | On Septemeber 29, 2008, DEPFA Bank's long-term counterparty credit rating dropped to BBB+, according to the S&P Rating Service. The Investment Agreement requires that the S&P rating not fall below AA-. On October 31st, the funds were moved from the GIC. Gross proceeds are different than issue price due to fact that bonds were sold at premium | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The Form 990 is prepared by an independent certified public accounting firm. It is then reviewed by the controller of the management company who is a CPA. The form 990 is given to each board member in advance of a scheduled meeting of the board for their review. There is discussion of the form 990 at the board meeting with the preparers and the management company's representative prior to board approval of the Form 990. | |
| Form 990, Part VI, Section B, line 12c | Each member of the governing board annually completes a disclosure of conflict of interest questionnaire. | |
| Form 990, Part VI, Section B, line 15 | Compensation is based on experience and market salary surveys and is annualized every year. | |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. | |
| Form 990, Part XI, line 9: | Loss on equity method of accounting in related organization -66,755. | Changes in Net Assets or Fund Balances: |
| FORM 990, PART XII, LINE 2C: | The financial statements are prepared by an independent accounting firm. The statements are reviewed and approved by the board before being issued. This process was the same as last year. | Financial Statement Preperation |
| Made an effort to obtain information on compensation, if any were paid from a related organization. No other compensation or transactions noted other than board compensation as listed on Form 990, Part VII Line 1a. | Related Organization Compensation: | |
| Form 990, Part III, Line 4a | Valley View Estates Health Care Center, Hamilton, Montana is a long-term care community that serves 98 older adults. A program where residents and children work side by side to create gift packages for disadvantaged children is just one of many intergenerational programs that helped this community win several awards for its innovative care from the Montana Health Care Association. Other programs and charitable initiatives provided by Valley View Estates Health Care Center to support the mission of ILHC include: Ravalli County Council on Aging Loan Closet donations of furniture and equipment, Operation Christmas Child in which 25 gift boxes were made, Backpacks for School Kids an annual give away of 25 backpacks full of school supplies and school supplies for one classroom at Washington Elementary School, donating food for the Bitterroot Winter Special Olympics, donation of items for Christmas stockings for the Bitterroot Youth Home, donation of auction items twice a year for the Bitterroot Valley Chamber of Commerce, donation of prize items and book bags for the Bitterroot Library Summer Reading Program, donations of food and paper products to the area food banks: Haven House, Darby Bread Box and Pantry Partners, and hosted bi-monthly group meetings for the Alzheimer's Support Group. The Inn on Westport, Sioux Falls, South Dakota offers a full range of care and services including independent living, assisted living, and memory care in 134 residences in a beautiful, park-like environment. Our goal is to have every resident at the Inn on Westport enjoy each day with the maximum independence and the highest quality of life, health and well-being. At the Inn on Westport, our "Aging in Place" philosophy allows residents to remain in their apartment home with health services delivered directly to them. We are the only retirement community in Sioux Falls and surrounding areas to offer this unique experience. To support the mission of ILHC at this senior living community, teenagers and seniors gather for a "senior prom" hosted by the local high school's honor society. The Inn on Westport also supports the mission of ILHC through other various charitable initiatives such as: Rent Reduction-program that offers reduced rates for residents to live at The Inn on Westport due to income qualifications. (Value: 2012 - $53,030) (Estimated value 2013: $58,200). Monetary Donations-cash donations are collected every Sunday through chapel services and used towards the following: The Banquet (meals for homeless), Hope Prison Mission, Gospel Mission, World Vision (world-wide missionary outreach), Gideon Bible donations, Achieve (school and work for developmentally disabled), and Salvation Army. (Value: $1,300). United Way Drive-an Inn on Westport employee chairs the annual drive for our building holding various fundraisers throughout the year. (Value: $1,500). Meals on Wheels-a program where an employee and a resident drive weekly to deliver noon meals to home bound elderly in the Sioux Fall community. (Value: $1,800). Alzheimer's and Parkinson's Associations-The Inn on Westport hosts events for both agencies and sponsors and participates in their annual fundraisers. (Value: $1,000). The Senior Concert Association. (Value - $1,000) (Holiday Clearing House-employees and residents adopt two families during the holidays and are given a list of needs and wants. Items are given or money is donated to purchase items and is presented in person. (Non-cash value: $1,000) (Non-cash). Center for Active Generations-sponsor monthly bingo with prizes and an annual quilt show at the local center for seniors and a community taste-testing event. (Value: $1,500). Goodwill Drive Donation-twice annually donations of clothing and household goods are promoted and gathered at The Inn on Westport. Employees, residents and family members all participate in this event. (Value: $500) (Non-cash). Ronald McDonald House-The Inn on Westport participates in a campaign to collect pop tabs for the Ronald McDonald House, which they in turn are able to use to raise funds. (Value: $150) (Non-cash). Kiwanis Club-employees are members of local service club and residents attend special events as fundraisers. (Value: $500). | Program Service Accomplishments |
| Form 990, Part III, Line 4a | The Commons on Marice, Eagan, Minnesota is a gracious senior living community that offers 156 residences where seniors choose independent living with optional services, or assisted living with around-the-clock staffing and personal and health-related services. The Memory Center cares for individuals with Alzheimer's disease and is designed with a residential feel to familiarize residents with their surroundings to maximize independence while maintaining a safe environment. The Commons on Marice offers what few other senior communities can, an opportunity to interact in meaningful ways with children. The Intergenerational Learning Center, located one block away, provides both children and older adults with extraordinary opportunities for sharing and learning where children six weeks to eight years of age, not only develop confidence, skills and self-esteem, they also build meaningful relationships with the residents of The Commons on Marice. In addition to the Intergenerational Learning Center, The Commons on Marice also supports the mission of ILHC through other various charitable initiatives such as: Elderly Waiver Program-the elderly waiver program is the Minnesota state Medicaid program for licensed assisted living facilities that choose to participate. The Commons on Marice discounted care services a total of $474,820 under the state Medicaid program in 2012. In 2013, The Commons on Marice will likely discount an estimated $583,200 for residents who live with us and receive elderly waiver services. (Value: $474,820). Operation Christmas Child-a ministry of Samaritan's Purse whose headquarters are in South Carolina. We started participating in this program in 2008. 2012 we packed 123 boxes. The value of each box is about $10-15. This year boxes were packed with a variety of school supplies, clothing items (hats, gloves, and socks), personal hygiene items, and toys. Materials are purchased with offering money designated to Operation Christmas Child and residents help with shipping costs. This is our biggest outreach of the year with 40 residents participating. (Value: $2,000). Feed My Starving Children (Eagan, MN)-we go to FMSC 3 times a year. This is an organization that packs bags of a special rice recipe and works with ministries around the world to serve hungry children. We have packed food and also gone to put labels on the bags. FMSC requests that volunteers make a donation when they volunteer to help cover costs. We don't do this but have supported this organization with money. (Value: $1,500). We have also bundled and given cards that were made by our card making club. Supplies for the cards were purchased through the Activity budget. (Value: $500). Global Health Ministries (Fridley, MN)-GHM is an organization that sends out medical supplies to relief organizations in countries where medical supplies are either hard to come by or very expensive. One of the ways we support them is rolling bandages from old white sheets. We have done this project several times this year. The sheets have been donated from an individual donor and the Hyatt Regency, Downtown Minneapolis. The bandage rollers that we use (made of wood) were donated by a church youth group. We have made 350 bandages over the last year and are hoping to expand this activity with our Memory Care community. (Value: $175) (Non-cash). Community Education-The Commons on Marice does quarterly events for community education on various topics such as estate planning, insurance, coping with loss, etc. (Value: $400) (Non-cash). The Family Partnership (Minneapolis, MN)-an agency working to respond to a variety of concerns with children and families; in 2012, we made play-dough for them to use in therapy situations with children. We also made 40 snack packs for their after school program and 100 laundry packets (Value $110). Soles4Souls-The Commons on Marice collected shoes from staff and residents for the Soles4Souls/Shoe Drive, collecting 210 pairs of gently worn shoes for people living in impoverished areas. (Value: $630) People Serving People-Staff and residents pooled their spare change together and collected $150, which went to relief efforts for a mission trip to Africa. The Commons also sent care packages to the Homeless shelters in the area valued at $300. The residents also made dog toys through purchased materials ($50) for the Animal Park Shelter. The Lewis House women's shelter benefitted by receiving 25 gift packages for Mother's day valued at $75.00 through materials purchased. The Urban Ventures Center for Fathering received 60 gift packages for Father's day through materials purchased and put together by our residents valued at $120. The residents and staff members donated new toys to the Shriner's hospital valued at $300. The residents and Staff members collected non-perishable food items in the amount of $200 that were donated to the Eagan Resource Center. Lastly, ILHC donated a new golf cart to Caponi Art Park to assist the elderly with mobility around the park. (Value: $9,925). Arizona Grand Senior Living Community, Phoenix Arizona, is an independent living, assisted living, and skilled nursing facility. Arizona Grand Senior Living Community supports the mission of ILHC through charitable initiatives such as: Alzheimer's Association-fundraising events throughout the year and the annual Alzheimer's walk every November. (Estimated value: $200). Just Three Things (J3T) Foundation-Arizona Grand collects food items to be donated to area foster children and youth in transition programs for teens that would otherwise go without food. Just Three Things contacts Arizona Grand on a routine basis to update recommended "just three things" donation items list and arrange pickup of donated items to distribute. (Estimated value $1,200). Donations in the way of furniture, walkers, Televisions and other medical equipment were made to St. Vincent De Paul (Estimated value: $2,500). | Program Service Accomplishments (Continued) |
| Form 990, Part VI, Section A, Line 1b: | Denise Gustafson is compensated as an officer of the entity and an employee,therefore is not considered an independent board member. | Independent board members |
| Form 990, Part X, Line 12 | The entity owes a 50% equity in Northern Arizona Senior Living Community valued by the equity method. This investment does not meet the 5% of total assets threshold to be included on the Schedule D, Part X, but is considered a closely held company. | Closely held company |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| ILHC of Phoenix LLC | |||||||||
| 1107 Hazeltine Boulevard Suite 200 | Chaska | MN | 55318 | 412193773 | Senior Living | AZ | 7063503 | 2503762 | ILHC Inc |
| ILHC of Sioux Falls LLC | |||||||||
| 1107 Hazeltine Boulevard Suite 200 | Chaska | MN | 55318 | 263697613 | Senior Living | SD | 5460354 | 12445027 | ILHC Inc |
| ILHC of Eagan LLC | |||||||||
| 1107 Hazeltine Boulevard Suite 200 | Chaska | MN | 55318 | 262956952 | Senior Living | MN | 8227798 | 19380382 | ILHC Inc |
| ILHC of Hamilton LLC | |||||||||
| 1107 Hazeltine Boulevard Suite 200 | Chaska | MN | 55318 | 271387039 | Senior Living | MT | 3955415 | 4222972 | ILHC Inc |
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