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← MEADOWLARK RETIREMENT VILLAGE

Form 990 for tax year 2023

Filed by MEADOWLARK RETIREMENT VILLAGE.

Totals

Total revenue
$3,025,213
Total expenses
$3,490,059
Contributions and grants received
$2,816
Grants paid
$0
Program service revenue
$3,021,368
Investment income
$1,029
Other revenue
$0
Total assets, end of year
$6,266,530
Total liabilities, end of year
$5,231,688
Net assets or fund balances, end of year
$1,034,842
Program services expenses (Part IX)
$2,744,525
Management and general expenses
$745,534
Fundraising expenses
$0
Program service expenses (Part III)
$2,744,525

Program services were 78.6% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $2,816

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: NET SERVICE REVENUE

    total $2,748,738 · related or exempt $2,748,738 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: ANCILLARY SERVICE REVENUE

    total $272,630 · related or exempt $272,630 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $1,029 · related or exempt $1,029 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,418,319 · program services $1,197,943 · management and general $220,376

  • 8 · Pension plan contributions

    total $13,890 · program services $13,890

  • 9 · Other employee benefits

    total $174,798 · program services $148,354 · management and general $26,444

  • 10 · Payroll taxes

    total $107,955 · program services $91,623 · management and general $16,332

  • 11a · Fees: management

    total $462,696 · management and general $462,696

  • 11g · Fees: other

    total $110,525 · program services $110,525

  • 13 · Office expenses

    total $15,759 · management and general $15,759

  • 16 · Occupancy

    total $160,766 · program services $160,766

  • 17 · Travel

    total $3,154 · management and general $3,154

  • 19 · Conferences, conventions and meetings

    total $773 · management and general $773

  • 20 · Interest

    total $92,339 · program services $92,339

  • 22 · Depreciation, depletion and amortization

    total $622,197 · program services $622,197

  • 24a · Other expenses: FOOD

    total $174,398 · program services $174,398 · management and general $0 · fundraising $0

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $71,905 · program services $71,905 · management and general $0 · fundraising $0

  • 24c · Other expenses: RESIDENT SUPPLIES

    total $24,055 · program services $24,055 · management and general $0 · fundraising $0

  • 24d · Other expenses: BAD DEBT

    total $11,696 · program services $11,696 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $24,834 · program services $24,834

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$9,732 · end of year -$6,266

  • 4 · Accounts receivable

    beginning of year $40,191 · end of year $28,458

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,929 · end of year $652

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

    $10,517,957

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

    $4,478,187

  • 10c · Land, buildings and equipment, net

    beginning of year $5,960,116 · end of year $6,039,770

  • 15 · Other assets

    beginning of year $193,011 · end of year $203,916

  • 17 · Accounts payable and accrued expenses

    beginning of year $189,511 · end of year $445,292

  • 20 · Tax-exempt bond liabilities

    beginning of year $2,401,248 · end of year $2,331,349

  • 25 · Other liabilities

    beginning of year $2,096,068 · end of year $2,455,047

  • 27 · Net assets without donor restrictions

    beginning of year $1,499,688 · end of year $1,034,842

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

WELCOMING ALL, PARTNERING TOGETHER, ENRICHING LIVES.

Activities or mission (Part I)

WELCOMING ALL, PARTNERING TOGETHER, ENRICHING LIVES

  • HOUSING SUPPORT PROGRAMS, GENERAL/OTHER: MEADOWLARK OPERATES ASSISTED LIVING, INDEPENDENT LIVING, AND MEMORY SUPPORT ROOMS. TOTAL DAYS OF CARE FOR 2023-2024 WAS 18,713.

    Expenses $2,744,525 · Revenue $3,022,397

As filed on the 2023 return.

Listed in Part VII

  • Steve Fetyko

    President & CEO

    Total calculated
    $551,306
    From this org
    $0
    From related orgs
    $520,792
    Other
    $30,514
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $495,792 related
    Bonus
    $0 + $25,000 related
    Other
    $0
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $17,314 related
    Filer's total
    $0 + $551,306 related

  • Nicole Maag

    Chief of Residential Services

    Total calculated
    $318,605
    From this org
    $0
    From related orgs
    $290,027
    Other
    $28,578
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,817 related
    Bonus
    $0 + $18,210 related
    Other
    $0
    Deferred
    $0 + $11,601 related
    Nontaxable benefits
    $0 + $16,977 related
    Filer's total
    $0 + $318,605 related

  • Kim Hoppe

    Brio Chief Financial Officer - Part Year

    Total calculated
    $314,003
    From this org
    $0
    From related orgs
    $300,294
    Other
    $13,709
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,439 related
    Bonus
    $0 + $18,855 related
    Other
    $0
    Deferred
    $0 + $12,012 related
    Nontaxable benefits
    $0 + $1,697 related
    Filer's total
    $0 + $314,003 related

  • Kalen Carlson

    Brio Chief Financial Officer - Start Jan 2024

    Total calculated
    $191,877
    From this org
    $0
    From related orgs
    $177,215
    Other
    $14,662
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,215 related
    Bonus
    $0 + $4,000 related
    Other
    $0
    Deferred
    $0 + $7,089 related
    Nontaxable benefits
    $0 + $7,573 related
    Filer's total
    $0 + $191,877 related

  • Bruce Lyon

    Executive Director - Meadowlark and Cook Valley

    Total calculated
    $147,818
    From this org
    $66,254
    From related orgs
    $66,254
    Other
    $15,310
    Hours/week
    25 + 25 related

  • Michael Shores

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Russ Ives

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Michael Fritz

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Mary Wagner

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Colleen Dolan-Green

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dick Lundy

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Nixon

    Director

    Total calculated
    $0
    Hours/week
    1

  • Pam Kidd

    Director

    Total calculated
    $0
    Hours/week
    1

  • Patrick Reid

    Director

    Total calculated
    $0
    Hours/week
    1

  • Matthew Hook

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ed Southworth

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nick Nahorski

    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3
THE CEO AND CFO WERE COMPENSATED BY A RELATED ORGANIZATION, AND THEREFORE NONE OF THE LINE 3 BOXES HAVE BEEN CHECKED.THE RELATED ORGANIZATION USED THE FOLLOWING METHODOLOGIES TO ESTABLISH THE COMPENSATION OF THE CEO OF THE FILING ORGANIZATION: INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVERY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202501329349301640

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