VALLEY SENIOR LIVING: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- VALLEY SENIOR LIVING (EIN 45-0448164)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-05
- IRS object ID
- 201213109349301111
- Schema version
- 2011v1.2
- 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 | 2012-11-05T09:15:03-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450448164 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY MEMORIAL HOMES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VALL | NameControl |
| Phone | 7017877912 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 14th Ave S | AddressLine1 |
| City | Grand Forks | City |
| State | ND | State |
| ZIP Code | 58201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Greg Hanson | Name |
| Title | President/CEO | Title |
| Phone | 7017877905 | Phone |
| Date Signed | 2012-11-05 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Greg Hanson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 14th Ave S | AddressLine1 |
| City | Grand Forks | City |
| State | ND | State |
| ZIP Code | 58201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2038650 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.valleymemorial.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | ND | StateLegalDomicile |
| Activity Or Mission Description | To provide management, nursing, chaplaincy and other support services to related healthcare entities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 917 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1920987 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2038650 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1920987 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2038650 | 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 | 1448742 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1549740 | 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 | 472245 | OtherExpensePriorYear |
| Other Expenses Current Year | 488910 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1920987 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2038650 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 0 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 0 | RevenuesLessExpensesCY |
| Total Assets BOY | 726608 | TotalAssetsBOY |
| Total Assets EOY | 495391 | TotalAssetsEOY |
| Total Liabilities BOY | 709178 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 477961 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17430 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17430 | NetAssetsOrFundBalancesEOY |
| Mission Description | Valley Memorial Homes provides compassionate care and service from a Christian perspective to enhance the quality of life for those we serve. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1708522 | Expense |
| Grants | 0 | Grants |
| Revenue | 1708522 | Revenue |
| Description | Management support services including Administration, Finance, IT, Human Resources and Transportation. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 195561 | Expense |
| Grants | 0 | Grants |
| Revenue | 195561 | Revenue |
| Description | Skilled Nursing Faciity Support Services including Nursing/Admissions and Medical Records. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 134567 | Expense |
| Grants | 0 | Grants |
| Revenue | 134567 | Revenue |
| Description | Chaplaincy services provided to related long term care facilities: skilled nursing, assisted living and basic care. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2038650 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 917 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | 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 | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Lorilee Bott | NamePerson |
| Telephone Number | 7017877912 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 14th Ave S | AddressLine1 |
| City | Grand Forks | City |
| State | ND | State |
| ZIP Code | 58201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| John Halstenson | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Bruce Newhouse | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Charles Johnson | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Muriel Stadstad | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Kevin Beito | |||||||
| Vice Chair | 0 | X | 0 | 0 | 0 | X | |
| Dorothy Johnson | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Arlet Phillips | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Marlyce Ballingrud | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Donna Frohlich | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Elizabeth York | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Susan Larson | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Jeff Awes | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Diane Lindseth | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Terry Stadstad | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Gerry Eggers | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Lawrence Heuchert | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Olive Weber | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Brenda Gjelsness | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Arvin Kvasager | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Gordon Thompson | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Myrna Dahlstrom | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| LeRoy Bergquist | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Eunice Vold | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Sheryl Cariveau | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Alfred Fiebiger | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Marlys Kennedy | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Donna Larson | |||||||
| Director | 0 | X | 0 | 0 | 0 | ||
| Mike Weisenberger | |||||||
| Board Chair | 0 | X | 0 | 0 | 0 | X | |
| Michael Porter | |||||||
| Treasurer | 0 | X | 0 | 0 | 0 | X | |
| Dawn Botsford | |||||||
| Board Secretary | 0 | X | 0 | 0 | 0 | X | |
| Greg Hanson | |||||||
| President/CEO | 40 | X | 166438 | 0 | 0 | X | X |
| Lorilee Bott | |||||||
| CFO | 40 | 101366 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 267804 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | 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 | Address Line2AddressOfContractor/AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| Altru Health Systems | ||||||
| PO Box 13780 | Grand Forks | ND | 58201 | Contracted Therapies and Chaplaincy Service for Valley Homes and Services and 4000 Valley Square Inc | 1105025 | |
| Commercial Flooring Service | ||||||
| 940 Apollo Rd | Eagan | MN | 55121 | Carpet & Installation Services for 4000 Valley Square and Valley Homes and Services | 350146 | Ste 110 |
| C&R Laundry | ||||||
| 1010 N 5th Street | Grand Forks | ND | 58201 | Laundry Purchased Services for Valley Homes and Services and 4000 Valley Square Inc | 274897 | |
| Widseth Smith Nolting | ||||||
| 2715 Washington Street | Grand Forks | ND | 58201 | Architectural & Engineering Services for Valley Homes and Services | 163329 | |
| Manning Mechanical | ||||||
| 4210 19th Ave N | Fargo | ND | 58102 | Chiller and installation service for 4000 Valley Sqaure | 140927 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2038650 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2038650 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2038650 | TotalProgramServiceRevenue |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2038650 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2038650 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 237807 | Total |
| Program Services | 237807 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1026247 | Total |
| Program Services | 1026247 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44230 | Total |
| Program Services | 44230 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138274 | Total |
| Program Services | 138274 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103182 | Total |
| Program Services | 103182 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2170 | Total |
| Program Services | 2170 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13082 | Total |
| Program Services | 13082 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10296 | Total |
| Program Services | 10296 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29740 | Total |
| Program Services | 29740 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23846 | Total |
| Program Services | 23846 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6407 | Total |
| Program Services | 6407 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9301 | Total |
| Program Services | 9301 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3017 | Total |
| Program Services | 3017 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55838 | Total |
| Program Services | 55838 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21058 | Total |
| Program Services | 21058 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Purchased Services-Chapl/Admin/IT | 228612 | 228612 | 0 | 0 |
| Other Supplies-Chapl/Trans/Med Rec | 25038 | 25038 | 0 | 0 |
| Repairs/Maint Transp | 14182 | 14182 | 0 | 0 |
| Dues,subscr/Empl exp | 40691 | 40691 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5632 | Total |
| Program Services | 5632 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2038650 | Total |
| Program Services | 2038650 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 474865 | BOY |
| EOY | 183378 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 6080 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 399 | BOY |
| EOY | 399 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81952 | BOY |
| EOY | 140966 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 629953 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 465385 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169392 | BOY |
| EOY | 164568 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 726608 | BOY |
| EOY | 495391 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196353 | BOY |
| EOY | 372712 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 512825 | BOY |
| EOY | 105249 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 709178 | BOY |
| EOY | 477961 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17430 | BOY |
| EOY | 17430 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17430 | BOY |
| EOY | 17430 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 726608 | BOY |
| EOY | 495391 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 0 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (3 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|
| Valley Memorial Foundation | ||||
| 450392710 | Line 7 | 1 | 1 | $0 |
| Valley Homes and Services | ||||
| 450229071 | Line 9 | 1 | 1 | $1,248,792 |
| 4000 Valley Square Inc | ||||
| 311558826 | Line 9 | 1 | 1 | $789,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 3 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 2038650 | SumOfAmounts |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 629953 | OtherCostOrOtherBasis |
| Depreciation | 465385 | Depreciation |
| Book Value | 164568 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 164568 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Vehicle Loan | $86,455 |
| Intercompany Payable | $18,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 105249 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchD_P10_S00_L00 | Identifier |
| Return Reference | Schedule D, Part X | ReturnReference |
| Explanation | Other liabilities include Vehicle Loans and Intercompany Payable. 4000 Valley Square and Valley Homes and Services trasnferred money prior to 6/30/2012 to cover related expenses that were processed after 7/1/2012. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | 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 | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Greg Hanson | NamePerson |
| Base Compensation Filing Org | 161638 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 4800 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 6176 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 10898 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 183512 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L06 | Identifier |
| Return Reference | Schedule J, Part I, Line 6 | ReturnReference |
| Explanation | Incentive compensation plan, in addition to base salary, is determined based upon strategic goals and the organization's and related organizations' performance. In tax year 2012 there was no incentive compensation; President/CEO voluntarily waived due to concerns regarding Medicare reimbursement cuts experienced by skilled nursing facilities in related organization. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L09 | Form 990, Part VI, Section A, Line 9 | Mike Weisenger, 2248 43rd Ave S, Grand Forks, ND 58201; Bruce Newhouse, 27093 350th Ave SW, Fisher, MN 56723; Dawn Botsford, 707 Reeves Drive, Grand Forks, ND 58201; Michael Porter, 6100 Kings View Dr #105, Grand Forks, ND 58201; John Halstenson, 2300 Library Circle, Grand Forks, ND 58201; Charles Johnson, 3008 Legend Lane, Grand Forks, ND 58201; Muriel Stadstad, 1774 22nd Ave NE, Grand Forks, ND 58203; Kevin Beito, 1328 21st St NW, East Grand Forks, MN 56721; Dorothy Johnson, PO Box 248, Emerado, ND 58228; Marlyce Ballingrud, 423 N 3rd St, Grand Forks, ND 58203; Elizabeth York, 175 Columbia Rd, Grand Forks, ND 58203; Jeff Awes, 1025 Cottonwood Street, Grand Forks, ND 58201; Arlet Phillips, 21512 400th Ave SW, East Grand Forks, MN 56721; Donna Frohlich, 1135 McKinley Ave, Grand Forks, ND 58201; Susan Larson, 867 7th Ave NE, Thompson, ND 58278; Diane Lindseth, 1736 9th Ave NE, Thompson, ND 58278; Sheryl Cariveau, 424 Crestwood Ct SE, East Grand Forks, MN 56721; Terrt Stadstad, 1774 22nd Ave NE, Grand Forks, ND 58203; Alfred Fiebiger, 2535 23rd Ave NE, Mekinock, ND 58258; Gerry Eggers, 14 James Circle SE, East Grand Forks, MN 56721; Lawrence Heuchert, 2230 7th Ave N, Grand Forks, ND 58203; Olive Weber, 4634 Belmont Road, Grand Forks, ND 58201; Brenda Gjelsness, 781 1st Ave NE, Reynolds, ND 58275; Marlys Kennedy, 608 Park Dr, Manvel, ND 58256; Arvin Kvasager, 2521 9th Ave N, Grand Forks, ND 58203; Gordon Thompson, 691 9th Street NE, Thompson, ND 58278; Myrna Dahlstrom, PO Box 100, Oslo, MN 56744; Leroy Bergquist, Box 158, Reynolds, ND 58275; Eunice Vold, 411 22nd Ave S, Grand Forks, ND 58201; Donna Larson, 1821 4th St N, Grand Forks, ND 58203. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The CFO with assistance of the President/CEO prepares the Form 990. A draft of the Form 990 and all applicable schedules are sent to the Board of Directors' Executive Committee for the review prior to a meeting held the first Thursday in November. The CFO explains any changes, specifically reviews Part VI and answers any questions. The Form 990 is filed after Executive Committee approval. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Conflict of interest policy is stated in Article 8 of the bylaws. It is reviewed with board members at Board Orientation. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The President/CEO's compensation is determined as follows. The compensation committee reviews the ND Long Term Care Association's state compensation survey each year to assess how Valley Memorial Homes' CEO's salary compares with others of similar size and function. This survey provides the committee with a gauge when it considers changes in base compensation. The committee then reviews the organizaation's performance and strategic plan goals to develop an incentive compensation plan in addition to the base salary. The board budgets a specific amount of executive compensation to be used as an incentive. Based upon performance, the CEO may earn up to 100% of budgeted incentive compensation, if earned, based upon the agreed formula in certain areas. Compensation for key employees/executive management team include a performance appraisal completed by the President/CEO of Valley Memorial Homes. Employees are eligible for an annual inflationary increase to their base salary. The percentage is upon the approved annual budget. ND Long Term Care Salary Surveys are reviewed and adjustments are made to base salaries if the survey demonstrates an underpayment compared to like sized operations for certain positions. The President/CEO and key employees/executive management set goals annually. Incentive compensation is awarded, if earned, based upon the agreed formula for performance in certain areas. There was no incentive compensation for tax year 2011 due to financial concerns resulting from a cut in Medicare reimbursement on 10/1/2011. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Valley Memorial Homes' governing documents, conflict of interest policy and financial statements are available upon request. Requests should be made to the CFO at Valley Memorial Homes' corporate office, located at Valley Eldercare Center, 2900 14th Ave S., Grand Forks, ND 58201 between the hours of 8:30-4:30 Monday through Friday. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Valley Homes and Services | ||||||||||
| 2900 14th Ave S | Grand Forks | ND | 58201 | 450229071 | Skilled Nursing Facility, Assisted Living, Basic Care | ND | 501 (c) 3 | Line 9 | N/A | 0 |
| 4000 Valley Square Inc | ||||||||||
| 4000 24th Ave S | Grand Forks | ND | 58201 | 311558826 | Skilled Nursing Facility, Assisted Living, and Housing | ND | 501 (c) 3 | Line 9 | N/A | 0 |
| Valley Memorial Foundation | ||||||||||
| 2900 14th Ave S | Grand Forks | ND | 58201 | 450392710 | Seek and accept gifts to support LTC facilities | ND | 501 (c) 3 | Line 7 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 1 | 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 (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| 4000 Valley Square Inc | ||
| p | 789858 | Actual expenses direct cost or allocated. |
| Valley Homes and Services | ||
| p | 1248792 | Actual expense direct cost or allcoated. |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchR_P05_S00_L02 | Identifier |
| Return Reference | Schedule R, Part V, Line 2 | ReturnReference |
| Explanation | The amounts involved in transaction "m" sharing of facilities, equipment, etc and transaction"n" sharing of paid employees are included in the amount of transaction "p". Valley Memorial Homes' expenses are direct costed or allocated to Valley Homes and Services and 4000 Valley Square Inc. based upon allocation methodologies prescribed by the ND Department of Human Services. | Explanation |
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