TABITHA INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TABITHA INC (EIN 47-0377998)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-14
- IRS object ID
- 202622269349300512
- Schema version
- 2024v5.5
- 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) |
|---|---|---|
| Return | 2026-08-14T07:34:23-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 423603499 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly Advisory LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14010 FNB Pkwy Ste 600 | AddressLine1Txt |
| City | Omaha | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681545206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470377998 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tabitha Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TABI | BusinessNameControlTxt |
| Phone | 4024868520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4720 Randolph St | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Darin Ohe | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4024868520 | PhoneNum |
| Signature | 2026-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Megan L Koziol | PreparerPersonNm |
| PTIN | P01544037 | PTIN |
| Phone | 4023302660 | PhoneNum |
| Preparation | 2026-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jon Riewer | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4720 Randolph St | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $54,170,757 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.tabitha.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | Motivated by Christian compassion, provide care services to older adults. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1438 | TotalEmployeeCnt |
| Total Volunteers | 800 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,647,753 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,200,482 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,502,442 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $52,884,478 | CYProgramServiceRevenueAmt |
| PY Investment Income | $121,044 | PYInvestmentIncomeAmt |
| CY Investment Income | -$119,257 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,594 | PYOtherRevenueAmt |
| CY Other Revenue | $1,801 | CYOtherRevenueAmt |
| PY Total Revenue | $42,282,833 | PYTotalRevenueAmt |
| CY Total Revenue | $53,967,504 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,619,089 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $36,628,056 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,381,482 | PYOtherExpensesAmt |
| CY Other Expenses | $26,192,763 | CYOtherExpensesAmt |
| PY Total Expenses | $49,000,571 | PYTotalExpensesAmt |
| CY Total Expenses | $62,820,819 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,717,738 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,853,315 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $68,839,710 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,806,223 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $62,339,901 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,159,729 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,499,809 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$2,353,506 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Motivated by Christian compassion, Tabitha delivers a continuum of exceptional and innovative Elder care services that promote the dignity, independence, and well-being of older adults. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $31,127,776 | ExpenseAmt |
| Revenue | $28,621,510 | RevenueAmt |
| Desc | Tabitha, Inc. is a mission-focused nonprofit that offers Nebraska's first and only comprehensive line of Senior Care services. The Tabitha Nursing and Rehabilitation Center is staffed for 169 beds and had an occupancy of 80.1%. Tabitha at Williamsburg is staffed for 36 beds and had an occupancy 82.0%. Tabitha in Crete is staffed for 38 beds and had an occupancy of 87.7%. The facilities provide skilled nursing care with rehabilitation programs, including physical, occupational, and speech therapy. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,165,811 | ExpenseAmt |
| Revenue | $7,679,594 | RevenueAmt |
| Desc | Tabitha's Medicare and Medicaid certified Home Health Agency provides licensed and certified home skilled nursing, home health aides, rehabilitation therapy, and social work visits. The agency also provides screening and clinics and blood pressure checks in the community. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,816,459 | ExpenseAmt |
| Revenue | $15,941,331 | RevenueAmt |
| Desc | Tabitha's Medicare and Medicaid certified Hospice program provides care for terminally ill persons and their families enabling the patient to stay home. Services include medical director, visiting nurses, hospice aides, and spiritual and bereavement counselors. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $813,389 | ExpenseAmt |
| Revenue | $642,043 | RevenueAmt |
| Desc | The Meals on Wheels (MOW) program provides hot noon meals to any disabled or elderly person in need regardless of ability to pay. Meals are prepared by Tabitha staff and delivered by volunteers to residents in Lincoln and parts of Lancaster county. Tabitha in Crete - The Gardens and GracePointe Assisted Living provide maintenance free residences, around-the-clock personal care, and activities in a secure living community. Additionally, GracePointe's Memory Care unit provides security and safety for adults with memory loss. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $813,389 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $642,043 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $49,923,435 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1438 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Darin Ohe | PersonNm |
| Phone | 2182912230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 Main Ave Ste 201 | AddressLine1Txt |
| City | Moorhead | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56560 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Robert Bye | |||||||||
| Chair | 0.20 | 1.40 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Patrick Gulbranson | |||||||||
| Vice Chair | 0.20 | 1.40 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Vikki Johnson | |||||||||
| Secretary | 0.20 | 1.40 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Luke Hvidston | |||||||||
| Treasurer | 0.20 | 1.40 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Pete Seljevold | |||||||||
| Director | 0.20 | 1.40 | Yes (X) | $0 | $0 | $0 | |||
| Cindy Larson-Casselton | |||||||||
| Director | 0.20 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joe Halvorson | |||||||||
| Director | 0.20 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Judy Lee | |||||||||
| Director | 0.20 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Karla Swenson | |||||||||
| Director | 0.20 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jodee Bock | |||||||||
| Director | 0.20 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Tyler Fischbach | |||||||||
| Director | 0.20 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Brandon Lunak | |||||||||
| Director | 0.20 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Terry Brandt | |||||||||
| Director | 0.20 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric Schaefer | |||||||||
| Director | 0.20 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jon Riewer | |||||||||
| President & CEO | 5.00 | 35.00 | Yes (X) | $0 | $528,958 | $36,715 | |||
| Darin Ohe | |||||||||
| CFO | 5.00 | 35.00 | Yes (X) | $0 | $284,515 | $33,253 | |||
| Timothy Owens | |||||||||
| IT Director | 40.00 | 0.00 | $147,580 | $0 | $18,838 | Yes (X) | |||
| Tonya Noack | |||||||||
| Operations Director | 40.00 | 0.00 | $155,147 | $0 | $10,817 | Yes (X) | |||
| Dayna Swenseth | |||||||||
| Quality Director | 40.00 | 0.00 | $154,509 | $0 | $4,620 | Yes (X) | |||
| Cheri Broome | |||||||||
| Registered Nurse | 40.00 | 0.00 | $146,504 | $0 | $4,394 | Yes (X) | |||
| Tonya Van Pelt | |||||||||
| Administrator | 40.00 | 0.00 | $130,547 | $0 | $3,702 | Yes (X) | |||
| Brian Shanks | |||||||||
| Former Officer | 0.00 | 0.00 | $312,689 | $0 | $13,381 | Yes (X) | |||
| Aimee Baumann | |||||||||
| Former Officer | 0.00 | 0.00 | $161,262 | $0 | $4,824 | Yes (X) | |||
| Katie Lechner | |||||||||
| Former Key Employee | 0.00 | 0.00 | $252,923 | $0 | $21,075 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,461,161 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $813,473 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $151,619 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 38 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BC Ziegler & Company | |||||
| One North Wacker Drive Suite 2000 | Chicago | IL | 60606 | Consulting | $300,000 |
| Fusion Medical Staffing | |||||
| PO Box 30133 | Omaha | NE | 68103 | Nursing Contract | $299,704 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,000,000 | RelatedOrganizationsAmt |
| All Other Contributions | $200,482 | AllOtherContributionsAmt |
| Total Contributions | $1,200,482 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Nursing Home Care | 623000 | $32,430,452 | $32,430,452 |
| Hospice | 623000 | $15,941,331 | $15,941,331 |
| Home Health Care | 621610 | $7,679,594 | $7,679,594 |
| Nutritional Services | 624210 | $256,101 | $256,101 |
| Invest in Affiliates & JV | 900099 | -$3,808,942 | -$3,808,942 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $385,942 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $385,942 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $52,884,478 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,996 | TotalRevenueColumnAmt |
| Exclusion | $83,996 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,801 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,801 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,801 | TotalRevenueColumnAmt |
| Exclusion | $1,801 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $203,253 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$203,253 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$203,253 | TotalRevenueColumnAmt |
| Exclusion | -$203,253 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,967,504 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,884,478 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$117,456 | ExclusionAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,318 | TotalAmt |
| Management And General | $457,318 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,081,767 | TotalAmt |
| Program Services | $24,835,522 | ProgramServicesAmt |
| Management And General | $4,246,245 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,763 | TotalAmt |
| Program Services | $353,759 | ProgramServicesAmt |
| Management And General | $97,004 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,504,733 | TotalAmt |
| Program Services | $2,873,509 | ProgramServicesAmt |
| Management And General | $1,631,224 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,133,475 | TotalAmt |
| Program Services | $1,806,807 | ProgramServicesAmt |
| Management And General | $326,668 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,059,188 | TotalAmt |
| Program Services | $4,059,188 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,697 | TotalAmt |
| Management And General | $91,697 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,680 | TotalAmt |
| Management And General | $78,680 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,249,713 | TotalAmt |
| Program Services | $3,677,559 | ProgramServicesAmt |
| Management And General | $572,154 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,163 | TotalAmt |
| Program Services | $199 | ProgramServicesAmt |
| Management And General | $67,964 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,991,480 | TotalAmt |
| Program Services | $1,712,819 | ProgramServicesAmt |
| Management And General | $278,661 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $803,871 | TotalAmt |
| Management And General | $803,871 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,831,498 | TotalAmt |
| Program Services | $1,560,689 | ProgramServicesAmt |
| Management And General | $1,270,809 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,086 | TotalAmt |
| Program Services | $51,449 | ProgramServicesAmt |
| Management And General | $91,637 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,342 | TotalAmt |
| Program Services | $13,208 | ProgramServicesAmt |
| Management And General | $8,134 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,385,264 | TotalAmt |
| Program Services | $1,226,829 | ProgramServicesAmt |
| Management And General | $158,435 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,722,812 | TotalAmt |
| Program Services | $3,681,618 | ProgramServicesAmt |
| Management And General | $41,194 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $769,837 | TotalAmt |
| Management And General | $769,837 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Food | $1,913,840 | $1,868,217 | $45,623 |
| Balance Sheet true up e | $1,629,824 | $1,629,824 | |
| Medical Supplies | $1,400,886 | $1,391,127 | $9,759 |
| Bad Debt | $294,677 | $294,677 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $736,905 | TotalAmt |
| Program Services | $810,936 | ProgramServicesAmt |
| Management And General | -$74,031 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,820,819 | TotalAmt |
| Program Services | $49,923,435 | ProgramServicesAmt |
| Management And General | $12,897,384 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,695 | BOYAmt |
| EOY | $2,845 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,107,626 | BOYAmt |
| EOY | $3,163,214 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,288,894 | BOYAmt |
| EOY | $6,340,968 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,523 | BOYAmt |
| EOY | $387,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $73,397,860 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,084,990 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,678,436 | BOYAmt |
| EOY | $37,312,870 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,867,311 | BOYAmt |
| EOY | $2,538,462 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
| EOY | -$11,682,702 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,253,225 | BOYAmt |
| EOY | $14,743,520 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,839,710 | BOYAmt |
| EOY | $52,806,223 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,347,023 | BOYAmt |
| EOY | $4,863,860 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,166,007 | BOYAmt |
| EOY | $25,271,434 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,456 | BOYAmt |
| EOY | $158,629 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,878,900 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,000 | BOYAmt |
| EOY | $750,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,065,415 | BOYAmt |
| EOY | $19,236,906 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,339,901 | BOYAmt |
| EOY | $55,159,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,009,809 | BOYAmt |
| EOY | -$2,843,506 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,000 | BOYAmt |
| EOY | $490,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,499,809 | BOYAmt |
| EOY | -$2,353,506 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,839,710 | BOYAmt |
| EOY | $52,806,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$8,853,315 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,529,828 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,943,722 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,977,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,647,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,200,482 | CurrentTaxYearAmt |
| Total | $30,299,437 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,821,289 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,798,216 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,311,761 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,502,442 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,693,420 | CurrentTaxYearAmt |
| Total | $256,127,128 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,351,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,741,938 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,289,413 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,150,195 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,893,902 | CurrentTaxYearAmt |
| Total | $286,426,565 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $286,426,565 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,460 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $160,229 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,797 | CurrentTaxYearAmt |
| Total | $489,071 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,460 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $160,229 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,797 | CurrentTaxYearAmt |
| Total | $489,071 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $541,480 | CurrentTaxYearMinus4YearsAmt |
| Total | $541,480 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,902,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,838,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,449,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,287,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,979,699 | CurrentTaxYearAmt |
| Total | $287,457,116 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99640 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99610 | PublicSupportPY509Pct |
| Investment Income CY | 0.00170 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00150 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part III, Line 12, Explanation of Other Income: | Other revenue - 2020 Amount: $ 541,480. |
| Part III, Section A | For Schedule A, Part III, the organization used a 5-tax-year support computation period consisting of tax years 2021, 2022, 2023, the short tax year beginning January 1, 2024, and ending September 30, 2024, and the current tax year beginning October 1, 2024, and ending September 30, 2025. The organization filed a short-period Form 990 for January 1, 2024, through September 30, 2024. Accordingly, the amounts reported in the Schedule A, Part III columns reflect actual tax years within that 5-year period, including the short year, even though the printed year headings on the form do not correspond exactly to those tax periods. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $993,010 | BeginningYearBalanceAmt |
| End Year Balance | $993,010 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $972,915 | BeginningYearBalanceAmt |
| Contributions | $20,095 | ContributionsAmt |
| End Year Balance | $993,010 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $952,890 | BeginningYearBalanceAmt |
| Contributions | $20,025 | ContributionsAmt |
| End Year Balance | $972,915 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $950,840 | BeginningYearBalanceAmt |
| Contributions | $2,050 | ContributionsAmt |
| End Year Balance | $952,890 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $930,648 | BeginningYearBalanceAmt |
| Contributions | $20,192 | ContributionsAmt |
| End Year Balance | $950,840 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,835,849 | OtherCostOrOtherBasisAmt |
| Book Value | $2,835,849 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,729,828 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,643,620 | DepreciationAmt |
| Book Value | $18,086,208 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,757,725 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,441,370 | DepreciationAmt |
| Book Value | $16,316,355 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,458 | OtherCostOrOtherBasisAmt |
| Book Value | $74,458 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,312,870 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Right of use assets | $14,706,280 |
| Receivables - Affiliates | $37,240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $14,743,520 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Lease Liability | $15,198,584 |
| Obligation to Joint Ventures | $1,168,913 |
| Due to Affiliates | $2,869,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,236,906 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | The escrow account consists of housing security deposits. |
| Part V, Line 4: | The endowment funds are donor restricted contributions held by The Tabitha Foundation, a related organization, to support the programs and operations of Tabitha, Inc. |
| Part X, Line 2: | The Organization believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jon Riewer | ||||||||||||||
| President & CEO | $0 | $484,717 | $0 | $44,241 | $0 | $0 | $0 | $15,250 | $0 | $22,494 | $0 | $566,702 | $0 | $0 |
| Brian Shanks | ||||||||||||||
| Former Officer | $277,689 | $0 | $35,000 | $0 | $0 | $0 | $7,758 | $0 | $7,309 | $0 | $327,756 | $0 | $0 | $0 |
| Darin Ohe | ||||||||||||||
| CFO | $0 | $262,273 | $0 | $22,242 | $0 | $0 | $0 | $11,788 | $0 | $22,494 | $0 | $318,797 | $0 | $0 |
| Katie Lechner | ||||||||||||||
| Former Key Employee | $217,923 | $0 | $35,000 | $0 | $0 | $0 | $6,794 | $0 | $16,499 | $0 | $276,216 | $0 | $0 | $0 |
| Timothy Owens | ||||||||||||||
| IT Director | $147,580 | $0 | $0 | $0 | $0 | $0 | $4,653 | $0 | $15,741 | $0 | $167,974 | $0 | $0 | $0 |
| Tonya Noack | ||||||||||||||
| Operations Director | $155,147 | $0 | $0 | $0 | $0 | $0 | $4,807 | $0 | $7,781 | $0 | $167,735 | $0 | $0 | $0 |
| Aimee Baumann | ||||||||||||||
| Former Officer | $161,262 | $0 | $0 | $0 | $0 | $0 | $4,824 | $0 | $1,501 | $0 | $167,587 | $0 | $0 | $0 |
| Dayna Swenseth | ||||||||||||||
| Quality Director | $154,509 | $0 | $0 | $0 | $0 | $0 | $4,620 | $0 | $1,711 | $0 | $160,840 | $0 | $0 | $0 |
| Cheri Broome | ||||||||||||||
| Registered Nurse | $146,504 | $0 | $0 | $0 | $0 | $0 | $4,394 | $0 | $562 | $0 | $151,460 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | The organization relied on Eventide, a related organization, that used a compensation committee, compensation survey or study, and approval by the board or compensation committee methods described in Sch J, Part I, Line 3 to establish the top management official's compensation. Jon Riewer and Darin Ohe are compensated by Eventide, a related organization, for services provided to that organization, Eventide West Fargo, LLC, Eventide Living Center, Lake Region Lutheran Home, Tabitha, Inc., Tabitha Foundation, Inc., Tabitha Grand Island, Inc., and Tabitha Alf Real Estate Holding, Inc. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| The County of Lancaster Nebraska | ||||||||
| A | 476006482 | 514003AM4 | 2020-12-30 | $19,002,027 | Refund prior issues (12/15/11, 6/30/14, 1/28/15, 1/28/15, & 7/23/15) | 0 | 0 | 0 |
| The County of Lancaster Nebraska | ||||||||
| B | 476006482 | 000000000 | 2024-12-20 | $10,000,000 | Refund prior issue taxable bond issued 4/29/2022 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,960,000 | $19,016,546 | $1,379,520 | $3,210 | $380,041 | $17,253,776 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $10,000,000 | $143,386 | $9,856,614 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| Alerus Financial | ||||||||||||
| B | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | National | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part II, Line 3: | FormAndLineReferenceDesc |
| Explanation | The total proceeds do not agree to the issue price in Part I, Column (e) due to investment earnings/market value fluctutations. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 2 | Effective October 1, 2024, Eventide became the sole member of Tabitha, Inc. in a member substitution agreement. Eventide is a non-profit organization that provides a complete continuum of care to the elderly. |
| Form 990, Part VI, Section A, line 1a | There is an Executive Committee that has the power to act on behalf of the entire Board of Directors. This committee is made up of at least five but not more than six persons, all of whom shall be members of the Board of Directors. The President shall be an advisory, non-voting member of the Executive Committee. |
| Form 990, Part VI, Section A, line 2 | Officers Jon Riewer and Darin Ohe are employed by Eventide, a related exempt organization. The board members of Tabitha, Inc. are also the board members of Eventide. Therefore, business relationships exist between Jon Riewer and each member of the board of directors and Darin Ohe and each member of the board of directors. |
| Form 990, Part VI, Section A, line 3 | The organization paid management fees to Eventide, a related organization, for the services of the President & CEO and CFO. Jon Riewer, President & CEO, and Darin Ohe, CFO, are compensated by Eventide, a related organization that provides management services. Compensation for the individuals is listed on Part VII and is for services as President & CEO and CFO of the filing organization and the six related tax exempt entities listed on Schedule R. Each filing organization pays Eventide a management fee that includes payment for the President & CEO and CFO services to their respective organization. |
| Form 990, Part VI, Section A, line 4 | Bylaws and articles of incorporation were updated to reflect the affiliation with Eventide. 1. The sole member is Eventide Nebraska Senior Living, LLC whose sole member is Eventide. 2. The board is appointed by the Member. 3. The quorum of the board was updated. One-third of the directors is a quorum unless there are three directors then a majority is a quorum. |
| Form 990, Part VI, Section A, line 6 | The sole member of Tabitha, Inc. is Eventide Nebraska Senior Living, LLC whose sole member is Eventide. |
| Form 990, Part VI, Section A, line 7a | The Board consists of at least three (3) directors, as determined from time to time by the Board of Tabitha, Inc. with the consent of Eventide. The members of the Board of Directors of Eventide Nebraska Senior Living, LLC, the Member's Parent, from time to time are the voting members of the Board of Directors of the Corporation, and Eventide shall take such actions to make such appointment effective. |
| Form 990, Part VI, Section B, line 11b | The Form 990 will be provided to the governing board prior to filing with the IRS. The CFO and Vice President of Finance and Budget will review a draft of the Form 990. |
| Form 990, Part VI, Section B, line 12c | Board members, management level employees and up are covered by the policy. The senior management/CFO determines if a conflict of interest exists and reviews conflicts. Eventide has various restrictions in place to keep the individual with the conflict from acting on their own behalf instead of Eventide's best interest. Individuals with a conflict must abstain from voting on the issue. |
| Form 990, Part VI, Section B, line 15a | The organization relies on Eventide, a related organization, to determine the compensation. An annual evaluation of the CEO is done by the Executive Committee team of Eventide. A comparability study was done in 2020 by Leading Age-CEMO. The comparability study considers the region, total revenue and FTE's. The last review was done in February 2025. The CEO annually reviews, approves and documents the CFO compensation using the same methods as above. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tabitha Intergen LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 South 47th Street | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841054279 | EIN |
| Primary Activities | Intergenerational Housing | PrimaryActivitiesTxt |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Total Income | $1,686,133 | TotalIncomeAmt |
| End Of Year Assets | $24,043,918 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tabitha Inc | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| The Tabitha Foundation | |||||||||||
| 4720 Randolph Street | Lincoln | NE | 68510 | 470636199 | Fundraising and support to Tabitha, Inc. | NE | 501(c)(3) | Line 12a, I | Tabitha Inc | Yes (1) | |
| Tabitha Grand Island Inc | |||||||||||
| 3940 Ewoldt Street | Grand Island | NE | 68803 | 843824792 | Elder care services | NE | 501(c)(3) | Line 10 | Tabitha Inc | Yes (1) | |
| Tabitha ALF Real Estate Holding Inc | |||||||||||
| 4720 Randolph Street | Lincoln | NE | 68510 | 270241402 | Support Tabitha, Inc. with assisted living real estate | NE | 501(c)(3) | Line 12a, I | Tabitha Inc | Yes (1) | |
| Eventide West Fargo LLC dba Sheyenne Crossings | |||||||||||
| 801 Main Avenue Suite 201 | Moorhead | MN | 56560 | 204531061 | Senior Living Community | MN | 501(c)(3) | Line 10 | Eventide | 0 | |
| Eventide Living Center | |||||||||||
| 801 Main Avenue Suite 201 | Moorhead | MN | 56560 | 411486796 | HUD Elderly Housing | MN | 501(c)(3) | Line 10 | Eventide | 0 | |
| Lake Region Lutheran Home dba Eventide Heartland | |||||||||||
| 801 Main Avenue Suite 201 | Moorhead | MN | 56560 | 450275011 | Skilled Nursing Facility | MN | 501(c)(3) | Line 10 | Eventide | 0 | |
| Eventide | |||||||||||
| 801 Main Avenue Suite 201 | Moorhead | MN | 56560 | 410721640 | Nursing Home & Elderly Housing | MN | 501(c)(3) | Line 10 | 0 | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tabitha Home Health Care & Hospice LLC | ||||||||||||||
| 1044 North 115th Street Suite 500 | Omaha | NE | 68154 | 873957968 | Home health care and hospice | NE | Tabitha Inc | Related | -$367,980 | -$1,140,636 | 0 | Yes (1) | 0.75000 | |
| Sanders Flats LLC | ||||||||||||||
| 801 Burns Street | Hawley | MN | 56549 | 881158794 | Senior Living | MN | 0 | 0 | N/A | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| The Tabitha Foundation | ||
| C | $1,000,000 | General Ledger |
| The Tabitha Foundation | ||
| E | $750,000 | General Ledger |
| Tabitha ALF Real Estate Holding Inc | ||
| K | $668,259 | General Ledger |
| Tabitha Grand Island Inc | ||
| L | $674,443 | General Ledger |
| The Tabitha Foundation | ||
| L | $160,527 | General Ledger |
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