EVENGLOW LODGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EVENGLOW LODGE (EIN 37-0776135)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-23
- IRS object ID
- 201232059349301003
- 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 | 2012-07-23T17:53:37-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeremy M Brune CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2508 Riverwalk Drive | AddressLine1 |
| City | Plainfield | City |
| State | IL | State |
| ZIP Code | 60586 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 370776135 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evenglow Lodge | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EVEN | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 East Washington Street | AddressLine1 |
| City | Pontiac | City |
| State | IL | State |
| ZIP Code | 61764 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark Hovren | Name |
| Title | President and C | Title |
| Phone | 8158446131 | Phone |
| Date Signed | 2012-05-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeremy M Brune | Name |
| Phone | 7798753979 | Phone |
| Date Prepared | 2012-07-23 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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) |
|---|---|---|
| Gross Receipts | 8428944 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.evenglowlodge.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | Evenglow Lodges Mission Statement Offering a continuum of retirement choices and services in a Christian environment | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 233 | TotalNbrEmployees |
| Total Nbr Volunteers | 225 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 398966 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 343389 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7803248 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7926558 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 62946 | InvestmentIncomePriorYear |
| Investment Income Current Year | 68071 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 126915 | OtherRevenuePriorYear |
| Other Revenue Current Year | 88118 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8392075 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8426136 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4754187 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4898397 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 183070 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3041251 | OtherExpensePriorYear |
| Other Expenses Current Year | 3194743 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7795438 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8093140 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 596637 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 332996 | RevenuesLessExpensesCY |
| Total Assets BOY | 14119684 | TotalAssetsBOY |
| Total Assets EOY | 14726512 | TotalAssetsEOY |
| Total Liabilities BOY | 2316778 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2413269 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11802906 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12313243 | NetAssetsOrFundBalancesEOY |
| Mission Description | Evenglow Lodges Mission Statement Offering a continuum of retirement choices and services in a Christian environment | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7021515 | Expense |
| Revenue | 7926558 | Revenue |
| Description | Evenglow Lodge and Evenglow Inn provided the following services to the senior community Nursing Care Assisted Living Independent Living and Dementia Adult Day Care In 2011 Evenglow provided services to an average daily census of 6422 resid ents in Nursing Care 5965 residents in Assisted Living 8 occupants in Independent living and 2496 residents with Dementia Adult Day Care service needs | Description |
| Total Program Service Expense | 7021515 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 233 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mark Hovren | NamePerson |
| Telephone Number | 8148446131 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 East Washington Street | AddressLine1 |
| City | Pontiac | City |
| State | IL | State |
| ZIP Code | 61764 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Bert Kinate | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Carol Flessner | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Dick Geschwind | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Donovan Gardner | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Doug McCoy | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Ed Vogelsinger | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Gene Swartz | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| George Russell | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Greg Besgrove | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Jeanne Rapp | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Jim Wolfe | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| John Taylor | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Leah Pogemiller | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Mary Denker | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Meri Knapp | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Ray Owens | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Raydean Davis | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Ruth Bosman | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Virgil Sancken | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Wayne Taylor | ||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | |
| Mark Hovren | ||||||
| President and CEO | 40.00 | 120209 | 0 | 4808 | X | |
| Susan Johnson | ||||||
| Director of Finance | 40.00 | 74277 | 9785 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 194486 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 14593 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Infinity Rehab | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MS 24 PO Box 5700 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Therapy | DescriptionOfServices |
| Compensation | 336397 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 343389 | AllOtherContributions |
| Total Contributions | 343389 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Nursing and Residential | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 7926558 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7926558 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7926558 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 68071 | TotalRevenueColumn |
| Related Or Exempt Function Income | 68071 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 90926 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2808 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 88118 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88118 | TotalRevenueColumn |
| Related Or Exempt Function Income | 88118 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8426136 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8082747 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121743 | Total |
| Management And General | 121743 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3731517 | Total |
| Program Services | 3284347 | ProgramServices |
| Management And General | 344954 | ManagementAndGeneral |
| Fundraising | 102216 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70860 | Total |
| Program Services | 60398 | ProgramServices |
| Management And General | 8582 | ManagementAndGeneral |
| Fundraising | 1880 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 689198 | Total |
| Program Services | 587441 | ProgramServices |
| Management And General | 83474 | ManagementAndGeneral |
| Fundraising | 18283 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 285079 | Total |
| Program Services | 242989 | ProgramServices |
| Management And General | 34528 | ManagementAndGeneral |
| Fundraising | 7562 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58851 | Total |
| Management And General | 58851 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41423 | Total |
| Fundraising | 41423 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27162 | Total |
| Management And General | 27162 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334782 | Total |
| Program Services | 334782 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32147 | Total |
| Program Services | 8307 | ProgramServices |
| Management And General | 16757 | ManagementAndGeneral |
| Fundraising | 7083 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56963 | Total |
| Program Services | 56963 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 681843 | Total |
| Program Services | 681843 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115402 | Total |
| Program Services | 115402 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Repairs and Maintenance | 70969 | 70969 | ||
| Supplies | 807619 | 807619 | ||
| Ancillary Services | 480909 | 480909 | ||
| Purchased Services | 215867 | 149834 | 62521 | 3512 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270806 | Total |
| Program Services | 139712 | ProgramServices |
| Management And General | 129983 | ManagementAndGeneral |
| Fundraising | 1111 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8093140 | Total |
| Program Services | 7021515 | ProgramServices |
| Management And General | 888555 | ManagementAndGeneral |
| Fundraising | 183070 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 771 | BOY |
| EOY | 345 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2433065 | BOY |
| EOY | 3201381 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 546559 | BOY |
| EOY | 159845 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 929088 | BOY |
| EOY | 1192543 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74931 | BOY |
| EOY | 47501 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196308 | BOY |
| EOY | 184090 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18316633 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10242189 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8292144 | BOY |
| EOY | 8074444 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1524587 | BOY |
| EOY | 1746514 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122231 | BOY |
| EOY | 119849 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14119684 | BOY |
| EOY | 14726512 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 571056 | BOY |
| EOY | 917421 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124219 | BOY |
| EOY | 160425 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1621503 | BOY |
| EOY | 1335423 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2316778 | BOY |
| EOY | 2413269 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11269698 | BOY |
| EOY | 12153398 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 533208 | BOY |
| EOY | 159845 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11802906 | BOY |
| EOY | 12313243 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14119684 | BOY |
| EOY | 14726512 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 332996 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 177341 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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 | 428832 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 332785 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 413502 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 398966 | CurrentTaxYearMinus1Year |
| Current Tax Year | 343389 | CurrentTaxYear |
| Total | 1917474 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6919893 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8722172 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7510489 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7803248 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7926558 | CurrentTaxYear |
| Total | 38882360 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7348725 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9054957 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7923991 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8202214 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8269947 | CurrentTaxYear |
| Total | 40799834 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 40799834 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 116460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 100592 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 75479 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62946 | CurrentTaxYearMinus1Year |
| Current Tax Year | 68071 | CurrentTaxYear |
| Total | 423548 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 116460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 100592 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 75479 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62946 | CurrentTaxYearMinus1Year |
| Current Tax Year | 68071 | CurrentTaxYear |
| Total | 423548 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 56615 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 117337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 122740 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 126915 | CurrentTaxYearMinus1Year |
| Current Tax Year | 88118 | CurrentTaxYear |
| Total | 511725 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7521800 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9272886 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8122210 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8392075 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8426136 | CurrentTaxYear |
| Total | 41735107 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97760 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97600 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01010 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01100 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 29900 | InvestmentCostOrOtherBasis |
| Book Value | 29900 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 14859188 | InvestmentCostOrOtherBasis |
| Depreciation | 8162233 | Depreciation |
| Book Value | 6696955 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 953684 | InvestmentCostOrOtherBasis |
| Depreciation | 185788 | Depreciation |
| Book Value | 767896 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2145627 | InvestmentCostOrOtherBasis |
| Depreciation | 1894168 | Depreciation |
| Book Value | 251459 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 328234 | InvestmentCostOrOtherBasis |
| Book Value | 328234 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8074444 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Investments in Insurance Compa | 82465 |
| Deferred Financing Costs | 32330 |
| Interest and Dividend Receivab | 5054 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 119849 | TotalBookValueOtherAssets |
| Total Revenue | 8426136 | TotalRevenue |
| Total Expenses | 8093140 | TotalExpenses |
| Excess Or Deficit For Year | 332996 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 177341 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 177341 | TotalAdjustments |
| Excess Or Deficit Per FS | 510337 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8606285 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 177341 | NetUnrealizedGainsInvestments |
| Other Revenues | 2808 | OtherRevenues |
| Revenue Not Rptd F990 | 180149 | RevenueNotRptdF990 |
| Revenue Subtotal | 8426136 | RevenueSubtotal |
| Total Revenue Per Form990 | 8426136 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8095948 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2808 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2808 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8093140 | ExpensesSubtotal |
| Total Expenses Per Form990 | 8093140 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Other revenues non included on Form 990 Part XII line 2d | Real Estate taxes related to the Independent Living Units are netted against revenue for IRS Form 990 presentation but are separately stated as an expense on the audited financial statements |
| 02 Other expenses not included on Form 990 Part XIII line 2d | Real Estate taxes related to the Independent Living Units are netted against revenue for IRS Form 990 presentation but are separately stated as an expense on the audited financial statements |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Doug McCoy | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | McCoy Construct | Relationship |
| Amount Of Transaction | 294244 | AmountOfTransaction |
| Description Of Transaction | Property Addition | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 01 990 Schedule L Placeholder 4 | Identifier |
| Explanation | Evenglow Lodge entered into a contractual relationship with McCoy Construction to perform certain construction renovations to the front lobby of the facility Doug McCoy serves as a Trustee of Evenglow Lodge and as the Vice President of McCoy Construction Total construction costs incurred and capitalized but not paid as of December 31 2011 totaled 294244 The Board of Trustees voted to utilize McCoy Construction after performing its own due diligence As part of this approval process Doug McCoy abstained from the overall discussion and voting process for approval | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 01. Form 990 governing body review (Part VI, line 11) | Each member of the Board of Trustee receives a copy of the IRS Form 990 to review suggest changes and then vote on its approval prior to its filing |
| 02. Conflict of interest policy compliance (Part VI, line 12c) | Each year the Board of Trustees and Administration are required to declare in writing any interests that could give rise to conflicts These written responses are kept on file with Administration |
| 03. CEO, executive director, top management comp (Part VI, line 15a) | The President CEOs compensation is set by the Board of Trustees annually based on individual performance operational performance and industry measures |
| 04. Other officer or key employee compensation (Part VI, line 15b | The compensation of all key staff and employees are determined by the CEO based upon guidelines established during the annual budgetary process that includes final review and approval by the Board of Trustees |
| 05. Governing documents, etc, available to public (Part VI, line 19) | Governing documents policies and financial statements are available upon request |
| 06. Explanation of other changes in net assets or fund balances (Part XI, line 5) | Evenglow Lodge experienced an unrealized increase of 177341 in its investment portfolio during 2011 based on its holdings in marketable securities |