AMERICAN BAPTIST HOMES OF THE MIDWEST: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN BAPTIST HOMES OF THE MIDWEST (EIN 41-0706155)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-07-02
- IRS object ID
- 201211849349300036
- Schema version
- 2010v3.4
- 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 | 2012-07-02T13:41:48-05:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410706155 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN BAPTIST HOMES OF THE MIDWEST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 9529413175 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14850 SCENIC HEIGHTS ROAD NO 125 | AddressLine1 |
| City | EDEN PRAIRIE | City |
| State | MN | State |
| ZIP Code | 55344 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF HONGSLO | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 9529413175 | Phone |
| Date Signed | 2012-06-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6123764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID ZWICKEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14850 SCENIC HEIGHTS ROAD NO 125 | AddressLine1 |
| City | EDEN PRAIRIE | City |
| State | MN | State |
| ZIP Code | 55344 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 47495560 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ABHOMES.NET | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1930 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE NURSING HOME CARE AND HOUSING TO LOW INCOME, ELDERLY, AND DISABLED PERSONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1495 | TotalNbrEmployees |
| Total Nbr Volunteers | 550 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 108518 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 274467 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 45868768 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 47035739 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 296399 | InvestmentIncomePriorYear |
| Investment Income Current Year | 185354 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 46273685 | TotalRevenuePriorYear |
| Total Revenue Current Year | 47495560 | 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 | 30681720 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 31423758 | 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 | 16378400 | OtherExpensePriorYear |
| Other Expenses Current Year | 19277049 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 47060120 | TotalExpensesPriorYear |
| Total Expenses Current Year | 50700807 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -786435 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3205247 | RevenuesLessExpensesCY |
| Total Assets BOY | 74244818 | TotalAssetsBOY |
| Total Assets EOY | 75385944 | TotalAssetsEOY |
| Total Liabilities BOY | 78368597 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 82694639 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -4123779 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -7308695 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AMERICAN BAPTIST HOMES OF THE MIDWEST, EMBRACING OUR CHRISTIAN HERITAGE AND MISSION, SEEKS TO CREATE AND ENCOURAGE CARING COMMUNITIES OFFERING HEALTH CARE, HOUSING, AND SUPPORTIVE SERVICES TO PEOPLE OF MANY AGES, CULTURES AND CONDITIONS. WE ENDEAVOR TO PROVIDE ENVRIONMENTS WHICH NURTHER SELF-WORTH, HOPE AND DIGNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 44276012 | Expense |
| Grants | 0 | Grants |
| Revenue | 47035739 | Revenue |
| Description | SKILLED NURSING FACILITIES: THE SKILLED NURSING FACILITIES OF THE OBLIGATED GROUP (INCLUDING BOARD & CARE AND BASIC CARE UNITS) PROVIDE HEALTH CARE AND CONVALESCENT TREATMENT PRIMARILY FOR IN-PATIENT ELDERLY PERSONS, INCLUDING THOSE ADMITTED AS AN INTERMEDIATE STEP AFTER HOSPITALIZATION AND BEFORE RETURNING TO THEIR HOMES, AS WELL AS THOSE ADMITTED FOR LONG-TERM RESIDENCY. THE SKILLED NURSING FACILITIES ARE LICENSED UNDER THE REGULATIONS OF THE STATE IN WHICH THEY OPERATE, AND ARE CERTIFIED AS NURSING FACILITIES UNDER BOTH THE STATE MEDICAID AND FEDERAL MEDICARE PROGRAMS. CERTIFICATION REQUIRES THAT THE FACILITIES PROVIDE CONTINUOUS REGISTERED NURSE SUPERVISION AND SPECIFIC RATIOS OF NURSING PERSONNEL PER RESIDENT.THE SKILLED NURSING FACILITY RESIDENTS RECEIVE 24-HOUR NURSING CARE, ALL MEALS (AND SPECIAL DIETS AS REQUIRED) AND SUCH DRUGS AND THERAPY AS MAY BE PRESCRIBED BY THE RESIDENT'S PHYSICIAN. THREE BALANCED MEALS ARE PROVIDED TO EACH RESIDENT DAILY, IN THE RESIDENT'S ROOM OR AT A CENTRAL DINING LOCATION. LIGHT SNACKS ARE PROVIDED DURING THE DAY AND AT BEDTIME. EACH SKILLED NURSING FACILITY IS ADMINISTERED ON LOCATION BY A FULL-TIME ADMINISTRATOR LICENSED BY THE STATE. A DIRECTOR OF NURSING SERVICES, WHO IS A CERTIFIED NURSE, IS RESPONSIBLE FOR SUPERVISING THE REGISTERED NURSES, LICENSED PRACTICAL NURSES AND REGISTERED NURSING ASSISTANTS WORKING AT THE SKILLED NURSING FACILITIES. SOCIAL SERVICE PROGRAMS ARE PROVIDED BY SOCIAL WORKERS UNDER THE SUPERVISION OF A LICENSED STAFF MEMBER OR GUIDED BY A CONSULTING SOCIAL WORKER AND ASSISTED BY VOLUNTEER AUXILIARY GROUPS. EACH OF THE SKILLED NURSING FACILITIES HAS A CONSULTING PHYSICIAN ON CALL WHO IS AVAILABLE TO THE RESIDENTS AT THE FACILITY. IN ADDITION, THE SKILLED NURSING FACILITIES ARRANGE WITH HOSPITALS FOR TRANSFER OF RESIDENTS BETWEEN THE FACILITIES AND HOSPITALS WHEN NECESSARY.THE SKILLED NURSING FACILITIES PROVIDE RESIDENT ROOMS DESIGNED PRINCIPALLY FOR TWO BEDS, BUT ALSO INCLUDE SOME ONE-BED ROOMS. EACH SKILLED NURSING FACILITY CONTAINS ONE OR MORE DINING ROOMS, ONE OR MORE RECREATION AREAS, DAY ROOMS, THERAPY AREA, FULLY-EQUIPPED KITCHEN AND LAUNDRY FACILITIES. ALL SKILLED NURSING FACILITIES HAVE APPROVED FIRE DETECTION AND ALARM SYSTEMS. EACH SKILLED NURSING FACILITY PROVIDES A BEAUTY AND BARBER SHOP ON LOCATION.ASSISTED LIVING FACILITIES: THE ASSISTED LIVING FACILITIES ARE DESIGNED AND OPERATED TO ALLOW SENIOR ADULTS TO LIVE AND ENJOY AN INDEPENDENT LIFESTYLE IN A SECURE AND CONVENIENT COMMUNITY ATMOSPHERE. FULL-TIME PROFESSIONAL MANAGERS PROVIDE ASSISTANCE TO RESIDENTS. A NURSE CALL SYSTEM MONITORED 24 HOURS DAILY PUTS THE RESIDENTS IN CONTACT WITH NURSING SERVICE STAFF. DAILY HOUSEKEEPING, INCLUDED IN THE COST OF RENT, HELPS THE RESIDENTS WITH CLEANING CHORES AND PROVIDES AN OPPORTUNITY FOR FACILITY STAFF TO MONITOR THE WELL-BEING OF THE RESIDENTS. SOCIAL AND ACTIVITY PROGRAMS PROVIDE RESIDENTS WITH THE OPPORTUNITY TO FULLY ENJOY THE FACILITIES AND ARE DESIGNED TO MEET THE SOCIAL AND EMOTIONAL NEEDS OF THE RESIDENTS. ADDITIONAL SERVICES PROVIDED INCLUDE: PHYSICAL THERAPY, TRANSPORTATION, LAUNDRY SERVICES AND BLOOD PRESSURE CHECKS. MEAL SERVICE IS INCLUDED IN THE MONTHLY FEE FOR THE ASSISTED LIVING FACILITIES. INDEPENDENT LIVING COMMUNITIES: THE INDEPENDENT LIVING COMMUNITIES OFFER A CONTINUUM OF SERVICES ON A CAMPUS SETTING. THESE INDEPENDENT LIVING FACILITIES ARE DESIGNED AND OPERATED TO ALLOW SENIOR ADULTS TO LIVE AND ENJOY AN INDEPENDENT LIFESTYLE IN A SECURE AND CONVENIENT COMMUNITY ATMOSPHERE. FULL-TIME PROFESSIONAL MANAGERS PROVIDE ASSISTANCE TO RESIDENTS. THE OBLIGATED GROUP'S INDEPENDENT LIVING COMMUNITIES PROVIDE OR ASSIST IN ARRANGEMENTS FOR ADDITIONAL SERVICES SUCH AS VISITING NURSES, CHORE SERVICES, OR OTHER PERSONAL NEED SERVICES. ALL INDEPENDENT LIVING SETTINGS HAVE A PLANNED ACTIVITY PROGRAM, A VARIETY OF MEAL PLANS AVAILABLE, WEEKLY HOUSEKEEPING AND TRANSPORTATION SERVICES PROVIDED. SPECIALIZED PROGRAMS FOR HEALTH AND WELLNESS ARE ALSO AVAILABLE FOR A NOMINAL FEE OR WILL BE AVAILABLE SOON. VISITOR QUARTERS ARE AVAILABLE FOR FAMILY MEMBERS AND MEALS MAY BE PURCHASED FOR VISITORS AS NEEDED. AN EMERGENCY CALL SYSTEM MONITORED 24 HOURS DAILY PUTS THE RESIDENTS IN CONTACT WITH EMERGENCY MEDICAL SERVICES. GROUP HOMES FOR DEVELOPMENTALLY DISABLED (CREST SERVICES): CREST SERVICES, A DIVISION OF ABHM, PROVIDES RESIDENTIAL SERVICES TO PERSONS WITH DISABILITIES IN IOWA AND MINNESOTA. THE MAJORITY OF THE INDIVIDUALS SERVED ARE THOSE WITH A PRIMARY DIAGNOSIS OF MENTAL RETARDATION, OTHERS MAY HAVE SOME TYPE OF BRAIN INJURY OR OTHER TYPE OF DEVELOPMENTAL DISABILITY. SERVICES ARE PROVIDED IN A VARIETY OF SETTINGS INCLUDING THE INDIVIDUAL'S OWN APARTMENT UNDER THE HOME AND COMMUNITY BASED SERVICES (HCBS) PROGRAM OR A SMALL GROUP HOME SETTING WITH TWO TO FOUR INDIVIDUALS (TYPICALLY, A MODESTLY SIZED HOME LOCATED IN A RESIDENTIAL NEIGHBORHOOD). CREST SERVICES DOES MAINTAIN ONE LARGER GROUP HOME SERVING FIFTEEN INDIVIDUALS IN OTTUMWA, IOWA. THE CREST SERVICES STAFF WORKS IN CONJUNCTION WITH THE PRIMARY CONSUMER, THEIR FAMILY, THE MEDICAL TEAM, COUNTY AND STATE SOCIAL SERVICE STAFF TO PROVIDE TAILORED SERVICES FOR THE INDIVIDUAL. SERVICES PROVIDED INCLUDE HEALTH CARE AND ASSISTANCE WITH ACTIVITIES OF DAILY LIVING (BATHING, GROOMING, DRESSING, ETC), DEVELOPMENT OF JOB OR SOCIAL SKILLS, RECREATIONAL ACTIVITIES, BUDGETING AND BASIC FINANCIAL PLANNING. RESPITE SERVICES ARE ALSO PROVIDED AS NEEDED. THE PRIMARY FUNDING SOURCE IS THROUGH CERTIFICATION IN THE HCBS WAIVER PROGRAMS, WHICH WAIVES THE COST OF CERTAIN HEALTHCARE SERVICES, ALTHOUGH THERE ARE SEVERAL WAIVER PROGRAMS FUNDED WITH FEDERAL DOLLARS, I.E., MENTAL RETARDATION, BRAIN INJURY, ELDERLY. PERSONS WITH A DEVELOPMENTAL DISABILITY (DD), OTHER THAN MENTAL RETARDATION (EXCLUDING MENTAL ILLNESS) ARE SERVED UNDER THE COUNTY PAID CHAPTER 24 CERTIFIED PROGRAMS IN BOTH IOWA AND MINNESOTA. MINNESOTA PROVIDES A PARENTING PROGRAM FOR FAMILIES IN NEED OF TRAINING AND SUPPORT IN ORDER TO KEEP FAMILIES INTACT USING COUNTY FUNDING. CREST SERVICES ALSO PROVIDES PSYCHOLOGICAL COUNSELING SERVICE TO CHILDREN USING PRIVATE INSURANCE COVERAGE AND MEDICAID FUNDING.JUST AS ABHM SEEKS TO FULFILL OUR MISSION THROUGH THOSE WE SERVE, WE ALSO UNDERSTAND THAT MISSION CALLS US TO CONTRIBUTE TO THE GREATER COMMUNITIES IN WHICH WE LIVE AND WORK. THIS DUAL COMMITMENT BOTH DESCRIBES OUR PAST AND DEFINES OUR FUTURE BY REINFORCING THE CORE PRINCIPLES AND FAITH THAT GUIDE OUR WORK.THE INFORMATION THAT FOLLOWS IS A DETAILED DESCRIPTION AND ESTIMATED VALUE OF ALL CHARITABLE CONTRIBUTIONS GIVEN IN FISCAL YEAR 2011 BY ABHM, ITS CONTINUING CARE RETIREMENT COMMUNITIES, NURSING HOMES AND AFFORDABLE HOUSING RETIREMENT COMMUNITIES.DIRECT BENEVOLENCE TO CONTINUING CARE RESIDENTS BY ABHM DURING FISCAL YEAR 2011 WAS $24,000. ADJUSTMENTS OF $1,039,000 WERE MADE TO ABHM RESIDENTS DURING FISCAL YEAR 2011 REPRESENTING MEDICAID CONTRACTS THAT DID NOT PAY THE FULL AMOUNT FOR THEIR CARE.COMMUNITY BENEFITS TO RESIDENTS, EMPLOYEES AND COMMUNITY:THORNE CREST: PROVIDED RELIGIOUS SERVICES TO RESIDENTS, A CAREGIVER GROUP, A SENIOR SHOP FOR RESIDENTS, RSVP TAX SERVICES, VETERAN'S BIRTHDAYS,JOHN ULLAND MUSIC GATHERING, A WELLNESS FAIR, 7TH ANNUAL CAR SHOW, TRACTOR PARADE, WHISTLE STOP MUSIC GATHERING, SPONSORED PRESENTATIONS ON SENIOR SCAM AND IDENTITY THEFT.ELM CREST: PROVIDED A HOSPITALITY ROOM FOR FAMILY MEMBERS OF RESIDENTS AND PROVIDED THE MCKEE COMMUNITY ROOM FOR VARIOUS EVENTSMAPLE CREST: PROVIDED RELIGIOUS SERVICES FOR THE COMMUNITY AND EDUCATIONAL ACTIVITIES FOR RESIDENTS AND COMMUNITY OUTREACH SUPPORTTRAIL RIDGE: PROVIDED MEMORIAL SERVICES, PRESENTATIONS ON ESTATE PLANNING, WELLNESS CLASSES FOR STAFF AND A HEALTH FAIRTUDOR OAKS: PROVIDED WELLNESS CENTER ACCESS TO GUESTS AND STAFF, HOSTED EDUCATIONAL EVENTS ON DOWNSIZING, DRIVER SAFETY AND SENIOR HEALTH FAIRUSE OF THE COMMUNITY FACILITIES:THORNE CREST, ELM CREST, KENMARE, TUDOR OAKS AND TRAIL RIDGE HOSTED EVENTS AND PROVIDED SPACE FOR VARIOUS GROUPS INCLUDING THE FOLLOWING: THE DOLL CLUB, CHESS CLUB, CHURCH MEETINGS, LUNCH AND LEARN SESSIONS, BOOK CLUBS, BIBLE STUDIES, WEIGHT WATCHERS, HOMEMAKERS CLUB, KIWANIS CLUB, BESSY'S HOPE AND 4H CLUB.OTHER BENEFITS TO THE BROADER COMMUNITY:VOLUNTEER AND OTHER SERVICES TO COMMUNITY ORGANIZATIONS BY RESIDENTS AND STAFF OF ABHM AND ITS COMMUNITIES: STAFF SERVICE ON AN ADVISORY BOARD FOR NURSING, VOLUNTEERED ON A HOME HEALTH ADVISOR GROUP AT A LOCAL HOSPITAL, PARTICIPATED IN GROUP RESOURCE MEETING, HOSTED MINNESOTA TWINS CARAVAN, PARKINSON'S ASSOCIATION ANNUAL MEETING, PRESENTED VARIOUS SEMINARS AND PROVIDED ACCOUNTING SERVICES FOR MURROW INDIAN CHILDREN'S HOME. | Description |
| Total Program Service Expense | 44276012 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | 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 | 1 | 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 189 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1495 | 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 | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JEFF BREDT | NamePerson |
| Telephone Number | 9522531459 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14850 SCENIC HEIGHTS ROAD NO 125 | AddressLine1 |
| City | EDEN PRAIRIE | City |
| State | MN | State |
| ZIP Code | 55344 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| DAVE ZWICKEY | ||||||||
| PRESIDENT &CEO | 40.00 | X | X | 261893 | 0 | 8543 | ||
| TED HERTEL JR | ||||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| BOB SLECHTA | ||||||||
| VICE-CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| JUDY ZEA | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| EUGENE ALLEN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JAN DEWITT | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ONNIE DRAIN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| GARY L GROGAN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| PHILIP HANSON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MERLE JOHNSON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| KEVIN LOWE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JERE MADDUX | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BILL MILLS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MARSHALL PETERS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ARLO REICHTER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| STEVEN VAN OSTRAN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BARBARA WOODS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JEFF HONGSLO | ||||||||
| TREASURER & CFO | 40.00 | X | 152590 | 0 | 16260 | |||
| TIM O'BRIEN | ||||||||
| SECRETARY & VP OF PROGRAM DEVELOPMENT | 40.00 | X | 100000 | 0 | 6796 | |||
| JEFF AMANN | ||||||||
| VP OF OPERATIONS | 40.00 | 162584 | 0 | 16696 | X | |||
| ROGER HENNEN | ||||||||
| DIRECTOR IT | 40.00 | 119430 | 0 | 7685 | X | |||
| DAVID CHARRON | ||||||||
| DIRECTOR CREST SERVICES | 40.00 | 112270 | 0 | 1576 | X | |||
| CHARLES LAMSON | ||||||||
| ADMINISTRATOR | 40.00 | 110083 | 0 | 9466 | X | |||
| MIKE JARRELL | ||||||||
| ADMINISTRATOR | 40.00 | 99982 | 0 | 9523 | X | |||
| DIANE BAUMGARTNER | ||||||||
| DIRECTOR MARKETING | 40.00 | 109279 | 0 | 2327 | X | |||
| CLAUDIA RARDIN | ||||||||
| VP HR | 40.00 | 137700 | 0 | 6717 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1265829 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 76066 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| REHAB CARE GROUP INC | |||||
| PO BOX 503534 | ST LOUIS | MO | 63150 | THERAPY PROVIDER | 763468 |
| REHABVISIONS | |||||
| 11623 ARBOR STREET | OMAHA | NE | 68144 | THERAPY PROVIDER | 246509 |
| PHARMERICA | |||||
| PO BOX 409251 | ATLANTA | GA | 30384 | PHARMACY | 203936 |
| CARMEN PORCO | |||||
| 7 N PICKNEY ST 344 | MADISON | WI | 53703 | MANAGEMENT | 182976 |
| JOHN MAREK | |||||
| PO BOX 270463 | MILWAUKEE | WI | 53227 | CONTRACTOR | 156325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| All Other Contributions | 274467 | AllOtherContributions |
| Total Contributions | 274467 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT REVENUE | 623000 | 40538484 | 40538484 |
| MANAGEMENT FEES | 623990 | 4458691 | 4458691 |
| ACCOMODATION FEES | 623990 | 1368788 | 1368788 |
| OTHER REVENUE | 623990 | 679776 | 679776 |
| INSURANCE PROCEEDS | 623990 | -10000 | -10000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 47035739 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 87945 | TotalRevenueColumn |
| Exclusion | $87,945 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18376 | Securities |
| Other | 79033 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18376 | Securities |
| Other | 79033 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 97409 | TotalRevenueColumn |
| Exclusion | $97,409 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47495560 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47035739 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $185,354 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 563705 | Total |
| Program Services | 563705 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25781193 | Total |
| Program Services | 25738276 | ProgramServices |
| Management And General | 42917 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175426 | Total |
| Program Services | 175121 | ProgramServices |
| Management And General | 305 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3113176 | Total |
| Program Services | 3107908 | ProgramServices |
| Management And General | 5268 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1790258 | Total |
| Program Services | 1787263 | ProgramServices |
| Management And General | 2995 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2481878 | Total |
| Management And General | 2481878 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314993 | Total |
| Management And General | 314993 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22448 | Total |
| Management And General | 22448 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 793434 | Total |
| Program Services | 735583 | ProgramServices |
| Management And General | 57851 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 475388 | Total |
| Management And General | 475388 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2225655 | Total |
| Program Services | 1190764 | ProgramServices |
| Management And General | 1034891 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2166195 | Total |
| Program Services | 1767231 | ProgramServices |
| Management And General | 398964 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182439 | Total |
| Management And General | 182439 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2742183 | Total |
| Program Services | 2660936 | ProgramServices |
| Management And General | 81247 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2846530 | Total |
| Program Services | 2762191 | ProgramServices |
| Management And General | 84339 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 609555 | Total |
| Program Services | 591495 | ProgramServices |
| Management And General | 18060 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MISCELLANEOUS | 2000800 | 788792 | 1212008 |
| FOOD | 1548316 | 1548316 | 0 |
| PHARMACY | 542516 | 542516 | 0 |
| REPAIRS | 295477 | 286722 | 8755 |
| LICENSES | 29242 | 29193 | 49 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50700807 | Total |
| Program Services | 44276012 | ProgramServices |
| Management And General | 6424795 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1323881 | BOY |
| EOY | 1128968 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4329182 | BOY |
| EOY | 4625627 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276365 | BOY |
| EOY | 266861 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 758769 | BOY |
| EOY | 233611 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 85853990 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 33952397 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45545438 | BOY |
| EOY | 51901593 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1869948 | BOY |
| EOY | 3225454 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5000 | BOY |
| EOY | 5000 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1722312 | BOY |
| EOY | 2321327 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18413923 | BOY |
| EOY | 11677503 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74244818 | BOY |
| EOY | 75385944 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12165886 | BOY |
| EOY | 9535538 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9740516 | BOY |
| EOY | 16675013 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47953537 | BOY |
| EOY | 47728251 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1219013 | BOY |
| EOY | 245405 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3056409 | BOY |
| EOY | 3151410 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4233236 | BOY |
| EOY | 5359022 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78368597 | BOY |
| EOY | 82694639 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -4205789 | BOY |
| EOY | -7341179 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82010 | BOY |
| EOY | 32484 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -4123779 | BOY |
| EOY | -7308695 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74244818 | BOY |
| EOY | 75385944 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3205247 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 20331 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 235707 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 179391 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 133239 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 108518 | CurrentTaxYearMinus1Year |
| Current Tax Year | 274467 | CurrentTaxYear |
| Total | 931322 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40204022 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45074963 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 44886288 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 45868768 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47035739 | CurrentTaxYear |
| Total | 223069780 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40439729 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45254354 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45019527 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 45977286 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47310206 | CurrentTaxYear |
| Total | 224001102 | 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) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 224001102 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 269547 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 321141 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 182568 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 162960 | CurrentTaxYearMinus1Year |
| Current Tax Year | 87945 | CurrentTaxYear |
| Total | 1024161 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 269547 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 321141 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 182568 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 162960 | CurrentTaxYearMinus1Year |
| Current Tax Year | 87945 | CurrentTaxYear |
| Total | 1024161 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40709276 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45575495 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45202095 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46140246 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47398151 | CurrentTaxYear |
| Total | 225025263 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99540 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99500 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00460 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1394448 | OtherCostOrOtherBasis |
| Book Value | 1394448 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 67675183 | OtherCostOrOtherBasis |
| Depreciation | 22978785 | Depreciation |
| Book Value | 44696398 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1701633 | OtherCostOrOtherBasis |
| Depreciation | 646010 | Depreciation |
| Book Value | 1055623 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14253357 | OtherCostOrOtherBasis |
| Depreciation | 10159292 | Depreciation |
| Book Value | 4094065 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 829369 | OtherCostOrOtherBasis |
| Depreciation | 168310 | Depreciation |
| Book Value | 661059 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 51901593 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CASH SURRENDER VALUE LIFE INS | 378289 |
| DUE FROM RELATED ORGANIZATIONS | 202916 |
| SECURITY DEPOSITS | 245405 |
| BOND FUNDS | 10850893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 11677503 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE ACCOMMODATION FEES | $4,819,872 |
| RESERVE FOR GIFT ANNUITIES | $77,464 |
| LOANS AGAINST CSV OF LIFE INSURANCE | $272,931 |
| ASSET RETIREMENT OBLIGATION | $188,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5359022 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION IS THE TRUSTEE OF VARIOUS TRUST FUNDS ON BEHALF OF THE RESIDENTS. | |
| PART X: | THE ORGANIZATION FOLLOWS THE STANDARD FOR CONTINGENCIES IN EVALUATING THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE FISCAL YEARS 2008 TO 2010 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL AND STATE AUTHORITIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVE ZWICKEY | |||||||||||||
| 254616 | 0 | 0 | 0 | 7277 | 0 | 3402 | 0 | 5141 | 0 | 270436 | 0 | 0 | 0 |
| JEFF HONGSLO | |||||||||||||
| 152563 | 0 | 0 | 0 | 27 | 0 | 2816 | 0 | 13444 | 0 | 168850 | 0 | 0 | 0 |
| JEFF AMANN | |||||||||||||
| 159874 | 0 | 0 | 0 | 2710 | 0 | 3252 | 0 | 13444 | 0 | 179280 | 0 | 0 | 0 |
| CLAUDIA RARDIN | |||||||||||||
| 137700 | 0 | 0 | 0 | 0 | 0 | 1514 | 0 | 5203 | 0 | 144417 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | CLAUDIA RARDIN - $61,983 (SEVERANCE) | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| COLORADO HEALTH FACILITIES AUTHORITY | |||||||
| 840752932 | 19648AEX9 | 2007-08-01 | 21085000 | REFINANCE EXISTING DEBT, CAPITAL EXPENDITURES AND OPERATIONAL RESERVE FUND | 0 | 0 | 0 |
| COLORADO HEALTH FACILITIES AUTHORITY | |||||||
| 840752932 | 19648ASD8 | 2009-12-23 | 28115000 | CONSTRUCT NEW INDEPENDENT LIVING UNITS | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|
| 1005000 | 21085000 | 776265 | 626121 | 1314060 | 18368554 | 2010 | 1 | 1 | 1 | 1 |
| 28115000 | 3157212 | 1453732 | 23504056 | 2011 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 1 | 0 | 0 | 0 | 1 |
| 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line2NameOfGICProvider/BusinessNameLine2 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF | ||||||||
| 1 | 0 | 0 | 1 | CANADA | 8.000000000000 | 1 | 0 | 0 |
| CALYON | ||||||||
| 1 | 0 | 0 | 1 | 2.000000000000 | 1 | 0 | 0 | |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | AN EXECUTIVE COMMITTEE, COMPOSED OF THE CHAIR, VICE CHAIR, PRESIDENT/CEO AND THREE ADDITIONAL DIRECTORS, EXERCISES ALL OF THE POWERS OF THE BOARD OF DIRECTORS, BUT ONLY DURING THE INTERVAL BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. ANY ACTIONS OF THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE REVIEWED THE FORM 990 AT THEIR QUARTERLY MEETING PRIOR TO FILING. THEY RECEIVED COPIES OF THE DRAFT AND THE DETAIL WAS REVIEWED AT THAT TIME. COPIES OF THE 990 WERE THEN PROVIDED TO BOARD MEMBERS. | |
| A CONFLICT OF INTEREST FORM IS SIGNED BY ALL BOARD DIRECTORS, ADMINISTRATORS, HOME OFFICE DIRECTORS AND VICE PRESIDENTS. AT THAT TIME, ANY POTENTIAL CONFLICT OF INTEREST IS NOTED ON THE FORM. THE INFORMATION IS GIVEN TO THE CEO, BOARD PRESIDENT AND AUDIT COMMITTEE CHAIR. AT THAT TIME, ANY POTENTIAL CONFLICTS ARE REVIEWED. IF A CONFLICT EXISTS, THE CONFLICTED INDIVIDUAL EITHER HAS TO CORRECT THE CONFLICT OF INTEREST OR MUST ABSTAIN FROM PARTICIPATION REGARDING THE CONFLICT OF INTEREST TOPIC. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE BOARD OF DIRECTORS HAS A MANAGEMENT REVIEW COMMITTEE THAT REVIEWS THE CEO'S COMPENSATION. THE COMMITTEE DETERMINES ANY COMPENSATION ADJUSTMENTS TO THE CEO. THE CEO, EXECUTIVE DIRECTORS AND OTHER TOP MANAGEMENT POSITIONS ARE COMPARED TO THE MOST RECENT CHIEF EXECUTIVES OF MULTI-FACILITY ORGANIZATIONS (CEMO) STUDY TO DETERMINE HOW THEIR COMPENSATION COMPARES TO PEER ORGANIZATIONS. THE INFORMATION IS THEN REVIEWED BY THE SENIOR LEADERSHIP TEAM. THIS PROCESS LAST INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION IN 2011. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 20,331. | FORM 990, PART XI, LINE 5: |
| AVERAGE WEEKLY HOURS | THE INDIVIDUALS COMPENSATED BY AMERICAN BAPTIST HOMES OF THE MIDWEST ("ABHM") ALSO SERVE ABHM'S RELATED ORGANIZATIONS. EACH INDIVIDUAL SPENDS 40+ HOURS EACH WEEK SERVING ABHM AND ITS RELATED ORGANIZATIONS. | FORM 990, PART VII, SECTION A |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAPTIST HOME ASSOCIATION OF THE ROCKY MOUNTAINS | |||||||||||
| 4800 TABOR ST | WHEAT RIDGE | CO | 80033 | 840528764 | PROVIDE HOUSING AND CARE FOR THE ELDERLY | CO | 501(C)(3) | 9 | N/A | 1 | |
| RESIDENCE AT FRANKLIN PARK INC | |||||||||||
| 1535 FRANKLIN ST | DENVER | CO | 80218 | 840630940 | HOUSING FOR LOW-INCOME SENIORS | CO | 501(C)(4) | N/A | 1 | ABHM BHARM | |
| AMERICAN BAPTIST HOMES OF THE MIDWEST FOUNDATION | |||||||||||
| 14850 SCENIC HEIGHTS RD 125 | EDEN PRAIRIE | MN | 55344 | 411803304 | PHILANTHROPY | MN | 501(C)(3) | 11 TYPE 1 | N/A | 1 | |
| BAPTIST HOME ASSOC OF THE ROCKY MOUNTAINS - AFFILIATES | |||||||||||
| 14850 SCENIC HEIGHTS RD 125 | EDEN PRAIRIE | MN | 55344 | 742755828 | HOUSING AND CARE FOR THE ELDERLY | CO | 501(C)(3) | 9 | 1 | ABHM BHARM | |
| THE CROSSING AT TUDOR OAKS | |||||||||||
| 14850 SCENIC HEIGHTS RD 125 | EDEN PRAIRIE | MN | 55344 | 203346875 | INACTIVE | MN | 501(C)(3) | 9 | N/A | 1 | |
| 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 |
| 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 | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST HOME ASSOCIATION OF THE ROCKY MOUNTAINS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionType |
| Amount Involved | 9885000 | AmountInvolved |
| Method Of Amt Determination | CASH | MethodOfAmtDetermination |