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← MOUNTAIN VISTA RETIREMENT RESIDENCE

Form 990 for tax year 2023

Filed by MOUNTAIN VISTA RETIREMENT RESIDENCE.

Totals

Total revenue
$386,416
Total expenses
$313,806
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$377,879
Investment income
$8,537
Other revenue
$0
Total assets, end of year
$1,376,742
Total liabilities, end of year
$550,650
Net assets or fund balances, end of year
$826,092
Program services expenses (Part IX)
$249,546
Management and general expenses
$64,260
Fundraising expenses
$0
Program service expenses (Part III)
$249,546

Program services were 79.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PROGRAM SERVICE REVENU

    total $328,978 · related or exempt $328,978

  • 2b · Program service revenue: MEMBERSHIP FEE AMORTIZ

    total $48,901 · related or exempt $48,901

  • 3 · Investment income

    total $8,537 · related or exempt $8,537

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $99,080 · program services $59,448 · management and general $39,632

  • 10 · Payroll taxes

    total $9,748 · program services $5,849 · management and general $3,899

  • 11a · Fees: management

    total $3,822 · management and general $3,822

  • 11b · Fees: legal

    total $1,240 · management and general $1,240

  • 11c · Fees: accounting

    total $5,740 · management and general $5,740

  • 12 · Advertising and promotion

    total $4,033 · management and general $4,033

  • 13 · Office expenses

    total $892 · management and general $892

  • 16 · Occupancy

    total $102,865 · program services $102,865

  • 17 · Travel

    total $1,401 · program services $1,401

  • 20 · Interest

    total $12,287 · program services $12,287

  • 22 · Depreciation, depletion and amortization

    total $63,286 · program services $63,286

  • 23 · Insurance

    total $5,336 · program services $3,799 · management and general $1,537

  • 24e · All other expenses

    total $4,076 · program services $611 · management and general $3,465

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $26,500 · end of year $18,673

  • 2 · Savings and temporary cash investments

    beginning of year $493,567 · end of year $352,975

  • 10a · Land, buildings and equipment: cost or other basis

    $2,650,114

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,645,147

  • 10c · Land, buildings and equipment, net

    beginning of year $1,039,622 · end of year $1,004,967

  • 15 · Other assets

    beginning of year $127 · end of year $127

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,924 · end of year $2,186

  • 19 · Deferred revenue

    beginning of year $308,500 · end of year $133,000

  • 20 · Tax-exempt bond liabilities

    beginning of year $429,666 · end of year $353,864

  • 25 · Other liabilities

    beginning of year $66,244 · end of year $61,600

  • 27 · Net assets without donor restrictions

    beginning of year $753,482 · end of year $826,092

Mission and programs · 2023

Mission

THE ORGANIZATION PROVIDES HOUSING AND SERVICES FOR INDIVIDUALS AGE 55 AND OLDER. THE ORGANIZATION PROVIDES MAINTENANCE OF THE PROPERTY AND SAFTEY FOR SENIOR AGED RESIDENTS THUS ALLOWING THE OPPORTUNITY FOR INDEPENDENT LIVING

Activities or mission (Part I)

THE ORGANIZATION PROVIDES HOUSING AND SERVICES FOR INDIVIDUALS AGE 55 AND OLDER. THE ORGANIZATION PROVIDES MAINTENANCE OF THE PROPERTY AND SAFETY FOR SENIOR AGED RESIDENTS THUS ALLOWING THE OPPORTUNITY FOR INDEPENDENT LIVING.

  • THE ORGANIZATION PROVIDES HOUSING, SERVICES AND OTHER FACILITIES FOR QUALIFYING INDIVIDUALS AGE 55 OR OLDER. THE ORGANIZATION HAS 19 RESIDENTIAL UNITS.

    Expenses $249,546 · Revenue $386,416

As filed on the 2023 return.

Listed in Part VII

  • Dean McKee

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jeff Kimber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Robert Nagy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Becky Packer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Justus Jacobs

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Amy Smith

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Sky Phifer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ami Vincent

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alexandria Eckhardt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • WESTWARD HEIGHTS CARE CENTER

    501(C)(3) · LONG-TERM CARE FACILITY · WY

Provenance

Return type
form_990
Tax year
2023
Filed
3 March 2025
IRS schema version
2023v6.0
Source object
202520649349300017

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