Eventide in Moorhead, Minnesota (MN)

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Eventide
Employer Identification Number (EIN)410721640
Name of OrganizationEventide
Address2405 8th St S Ste A, Moorhead, MN 56560-4200
ActivitiesHospital
SubsectionCharitable Organization
Ruling Date03/1952
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period09/2014
Assets$50,000,000 to greater
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$53,024,779
Amount of Income$43,363,268
Form 990 Revenue Amount$43,350,450
National Taxonomy of Exempt Entities (NTEE)Housing, Shelter: Senior Citizens' Housing/Retirement Communities


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Amount of income in 2014: $43,363,268
Eventide: 

 $43,363,268
Other organizations performing similar types of work: 

 $1,030,903

Assets in 2014: $53,024,779
This organization: 

 $53,024,779
Other organizations performing similar types of work: 

 $3,363,548

Expenses in 2013: $38,800,302
Eventide: 

 $38,800,302
Other organizations performing similar types of work: 

 $864,769

Income to expenses ratio in 2013: 1.1
This organization: 

 1.1
Other organizations performing similar types of work: 

 1.0

Expenses allocated to program services in 2007: 89.9%
Eventide: 

 89.9%
Other organizations performing similar types of work: 

 90.0%

Number of employees in 2013: 1,314
Eventide: 

 1,314
Other organizations performing similar types of work: 

 3

Employees paid over $100,000 in 2013: 0.7%
This organization: 

 0.7%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 0.2%
This organization: 

 0.2%
Other organizations performing similar types of work: 

 1.8%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesNo
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoYes
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?YesYes
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?YesYes
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoYes
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?YesYes
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?YesYes
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?YesYes
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoYes
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?YesYes
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 10962626
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return1,3141,314
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesYesYes
Has it filed a Form 990-T for this year?YesYes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$814,630$873,111
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$60,505$64,013
Total number of individuals who received more than $100,000 of reportable compensation from the organization66
Total number of independent contractors who received more than $100,000 of compensation from the organization13
Statement of Revenue
201120122013
Total revenue$39,181,970$40,029,958$40,713,812
Contributions, Gifts, Grants and Other Similar Amounts$103,131$66,516$75,073
Program Service Revenue$38,896,696$39,804,719$40,391,321
623000$36,986,975$37,434,673
561000$2,110,928$2,143,739
Caterers$408,712$502,570
900099$298,104$310,339
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$140,577$143,272$260,874
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$933$1,834$-61,726
Gross amount from sales of assets other than inventory (Securities / Other)$0 / $24,486$456,019 / $9,874$0 / $27,652
Less: cost or other basis and sales expenses (Securities / Other)$0 / $23,553$451,798 / $12,261$0 / $89,378
Gain or (loss) (Securities / Other)$0 / $933$4,221 / $-2,387$0 / $-61,726
Net income/loss from fundraising events$40,633$13,617$48,270
Gross income from fundraising events$59,292$24,389$63,195
Less: direct expenses$18,659$10,772$14,925
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$0$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$37,034,330$37,216,301$38,800,302
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$16,250$17,000
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$382,431$373,227$452,979
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$17,988,346$18,502,711$18,788,543
Pension plan accruals and contributions$131,488$133,941
Other employee benefits$1,934,942$2,753,570
Payroll taxes$1,303,782$1,385,865$1,408,694
Fees for services (non-employees)
Management$1,885,553$1,914,745
Legal$14,956$43,272
Accounting$60,000$55,080
Lobbying$0$0
Professional fundraising services$0$0$0
Investment management fees$27,276$21,588
Other$2,416,069$2,590,660
Advertising and promotion$123,139$196,260
Office expenses$3,325,748$3,209,356
Information technology$35,179$37,112
Royalties$0$0
Occupancy$1,187,713$1,249,456
Travel$69,587$84,642
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$66,959$132,647
Interest$1,346,566$1,288,933
Payments to affiliates$0$0
Depreciation, depletion, and amortization$2,367,965$2,480,486
Insurance$244,998$261,076
Other expenses$742,403$650,547
Other expenses$571,366$571,892
Other expenses$117,955$169,653
Other expenses$10,794$10,101
Other expenses$257,592$278,069
Balance Sheet
201120122013
Total assets$43,673,581$46,030,380$50,570,712
Cash - non-interest-bearing$0$0
Savings and temporary cash investments$6,272,537$2,833,725
Pledges and grants receivable, net$0$0
Accounts receivable, net$2,388,123$2,922,784
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$107,648$88,298
Prepaid expenses and deferred charges$141,945$191,427
Land, buildings, and equipment: cost or other basis$31,099,452$33,375,513
Investments - publicly traded securities$4,294,441$5,312,350
Investments - other securities$0$0
Investments - program-related$0$0
Intangible assets$1,106,000$2,196,500
Other assets$620,234$3,650,115
Total liabilities$28,329,962$27,663,122$30,322,565
Accounts payable and accrued expenses$2,555,019$3,204,241
Grants payable$0$0
Deferred revenue$0$0
Tax-exempt bond liabilities$19,832,326$19,013,140$18,156,030
Escrow or custodial account liability$217,621$214,493
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$6,021,798$5,834,400$5,676,187
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$42,942$3,071,614
Total net assets or fund balances$15,343,619$18,367,258$20,248,147
Unrestricted net assets$17,793,950$19,583,692
Temporarily restricted net assets$437,951$518,678
Permanently restricted net assets$135,357$145,777
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$161,063,200
Subtotal$161,063,200
Gifts, grants, contributions, and membership fees received$400,636
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$160,662,564
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$0
Amounts received from disqualified persons$0
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$0
Total support$161,850,610
Public support$161,063,200
Subtotal$787,410
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$777,446
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$9,964
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$0
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$12,938,281$13,697,792$14,783,188$15,604,486$16,357,286$17,307,427$17,707,048$18,363,991
Contributions, gifts, grants, and similar amounts received$105,619$192,777$103,218$58,396$300,297$225,604$201,469$212,424
Contributions to donor advised funds$0$0
Direct public support$105,619$192,777$103,218$58,396$300,297$225,604$201,469$212,424
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$0$0$0$0$0$0$0$0
Program service revenue including government fees and contracts$12,512,872$13,289,137$14,522,509$15,356,410$15,879,991$16,833,289$17,159,729$17,955,210
Membership dues and assessments$0$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$0$0$0$0$0$0$0$191,811
Dividends and interest from securities$307,153$186,980$128,448$155,350$128,353$205,013$345,850$0
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$0$0$0$0$0$0$0$4,546
Gross amount from sales of assets other than inventory$0$0$0$0$0$0$0$8,895
Less: cost or other basis and sales expenses$0$0$0$0$0$0$0$4,349
Net income or (loss) from special events and activities$12,637$28,898$29,013$34,330$48,645$43,521$0$0
Gross revenue$23,304$43,671$42,046$48,341$70,775$65,205$32,776$13,271
Less: direct expenses other than fundraising expenses$10,667$14,774$13,033$14,011$22,130$21,684$32,776$13,271
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$0$0$0$0$0$0$0$0
Total expenses$12,231,377$13,495,753$14,287,479$15,153,756$15,398,242$16,319,286$17,444,824$17,645,499
Program services$11,344,832$12,620,058$13,501,117$14,256,416$14,447,789$15,152,918$15,813,960$15,863,625
Management and general$664,020$644,502$622,231$750,816$788,833$1,001,446$1,369,108$1,625,934
Fundraising$222,525$231,193$164,131$146,524$161,620$164,922$261,756$155,940
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$7,597,291$7,814,774$8,331,931$8,816,314$9,802,780$10,800,965$10,786,125$11,409,932
Excess or (deficit) for the year$706,904$202,039$495,709$450,730$959,044$988,141$262,224$718,492
Net assets or fund balances at beginning of year$6,828,736$7,597,291$7,814,774$8,331,931$8,816,314$9,802,780$10,800,965$10,786,125
Other changes in net assets or fund balances$61,651$15,444$21,448$33,653$27,422$10,044$-277,064$-94,685
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$17,645,499$15,863,625$1,625,934$155,940
Grants paid from donor advised funds$0
Other grants and allocations$16,660
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$331,769$143,499$169,126$19,144
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$9,131,209$8,417,704$655,797$57,708
Pension plan contributions not included above$69,569$63,173$5,837$559
Employee benefits not included above$1,187,238$1,086,576$92,153$8,509
Payroll taxes$692,245$628,601$58,082$5,562
Professional fundraising fees$0$0$0$0
Accounting fees$23,865$0$23,865$0
Legal fees$9,212$0$9,212$0
Supplies$1,220,889$1,080,441$140,448$0
Telephone$63,864$0$63,864$0
Postage and shipping$42,886$10,062$28,341$4,483
Occupancy$853,958$821,283$0$32,675
Equipment rental and maintenance$118,274$71,902$45,761$611
Printing and publications$0$0$0$0
Travel$32,864$0$32,864$0
Conferences, conventions, and meetings$18,185$0$17,585$600
Interest$668,967$659,421$0$9,546
Depreciation, depletion, etc.$1,150,983$1,138,368$0$12,615
Other expenses not covered above$2,012,862$1,725,935$282,999$3,928
Balance Sheets
20002001200220032004200520062007
Total assets$22,674,635$22,585,161$22,808,990$22,958,362$23,385,194$44,974,623$26,001,096$25,893,441
Cash - non-interest-bearing$564,696$693,590$832,473$929,084$859,188$1,493,833$1,743,600$0
Savings and temporary cash investments$0$0$0$0$0$0$0$786,317
Accounts receivable less allowance for doubtful accounts$501,720$522,811$632,345$656,841$748,029$892,094$888,531$784,803
Pledges receivable less allowance for doubtful accounts$60,822$41,650$13,905$12,405$19,722$19,395$94,787$29,009
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Inventories for sale or use$49,444$60,746$60,370$71,199$59,657$52,982$0$0
Prepaid expenses and deferred charges$470,607$442,959$437,508$410,097$386,359$1,056,217$477,574$429,224
Investments - publicly-traded securities$0$4,920,852
Investments - other securities$3,248,586$2,916,042$3,929,714$4,495,865$4,728,690$5,753,005$4,902,890$0
Investments - land, buildings, and equipment less accumulated depreciation$83,627$0$83,627$212,312$269,293$308,507$308,507$968,716
Investments - other$0$0$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$17,076,436$16,735,334$16,100,650$15,521,957$15,652,056$22,207,622$16,279,021$16,494,450
Other assets, including program-related investments$618,697$1,172,029$718,398$648,602$662,200$13,190,968$1,306,186$1,480,070
Total liabilities$15,077,344$14,770,387$14,477,059$14,142,048$13,582,414$34,173,658$15,214,971$14,483,509
Accounts payable and accrued expenses$1,140,870$1,154,516$1,215,070$1,249,300$1,092,186$1,706,032$1,274,007$1,154,190
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$0$0$0$0$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$13,871,802$13,420,000$13,070,000$12,705,000$12,315,000$32,225,000$13,651,827$13,092,190
Mortgages and other notes payable$0$0$0$0$0$0$0$0
Other liabilities$64,672$195,871$191,989$187,748$175,228$242,626$289,137$237,129
Total liabilities and net assets/fund balances$22,674,635$22,585,161$22,808,990$22,958,362$23,385,194$44,974,623$26,001,096$25,893,441
Total net assets or fund balances$7,597,291$7,814,774$8,331,931$8,816,314$9,802,780$10,800,965$10,786,125$11,409,932
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$12,938,281$13,697,792$14,783,188$15,604,486$16,357,286$17,307,427$0$18,363,991
Total revenue, gains, and other support per audited financial statements$12,938,281$13,697,792$14,783,188$15,604,486$16,357,286$17,307,427$0$18,648,431
Other expenses$0$0$0$0$0$0$0$271,169
Net unrealized gains on investments$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$271,169
Other revenue$0$0$0$0$0$0$0$-13,271
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$-13,271
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$12,231,377$13,495,753$14,287,479$15,153,756$15,398,242$16,319,286$0$17,645,499
Total expenses and losses per audited financial statements$12,231,377$13,495,753$14,287,479$15,153,756$15,398,242$16,319,286$0$17,929,939
Other revenue$0$0$0$0$0$0$0$284,440
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$284,440
Other expenses$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$162,188$10,274$0
40$124,596$9,083$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings16
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?Yes
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 2006465
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$215,757$196,357$17,739,453
Program service revenue
Program service revenue 1000000$000$0$17,262,622
Program service revenue 2Caterers$215,75700$0$314,228
Program service revenue 3000000$000$0$162,603
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$191,811$0
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$4,546$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$122,269$5,579$0
$108,634$9,125$0
$101,536$4,928$0
$88,531$8,572$0
$80,457$8,299$0
Total number of other employees paid over $50,00036
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
19992000200120022003200420052006
Total$11,396,957$12,938,281$13,697,792$14,672,386$15,547,160$16,088,824$17,185,373$17,739,824
Gifts, grants, and contributions received$108,532$105,619$192,777$130,963$59,896$292,980$225,931$201,469
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$11,058,285$12,512,872$13,289,137$14,412,975$15,331,914$15,667,491$16,492,196$17,192,505
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$205,301$307,153$186,980$128,448$155,350$128,353$467,246$345,850
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$24,839$12,637$28,898$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Unrelated Trade or Business Income (for 2009)
IncomeExpensesNet
Total$948,561$0$94,856
Gross receipts or sales less returns and allowances$250,764$0$0
Cost of goods sold$1,559,081$0$0
Gross profit$948,561$0$94,856
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$0$0$0
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2009)
Total deductions$96,115
Compensation of officers, directors, and trustees$0
Salaries and wages$64,460
Repairs and maintenance$3,409
Bad debts$0
Interest$1,881
Taxes and licenses$441
Charitable contributions$0
Depreciation$10,655
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$15,269
Unrelated business taxable income$-1,259
Unrelated business taxable income before net operating loss deduction$-1,259
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$-1,259
Specific deduction$1,000
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Eventide2405 8th St S Ste A, Moorhead, MN 56560-4200MN1952-03$43,363,268
2Crosby Senior Services2845 N Hamline Ave, Roseville, MN 55113-7127MN2007-01$4,061,859
3St Anns Home330 East 3rd Street, Duluth, MN 55805-1846MN2013-02$3,577,692
4Westridge Senior Housing Inc7645 Lyndale Ave S Ste 110, Richfield, MN 55423-6008MN1997-07$1,657,663
5Walker Senior Housing Corporation V3737 Bryant Ave S, Minneapolis, MN 55409-1019MN1988-03$1,492,275
6Presbyterian Homes Mill Pond Apartments Inc2845 N Hamline Ave, Roseville, MN 55113-7127MN1998-05$767,154
7Community For Affordable Senior Housing C A S H328 Kellogg Blvd W, Saint Paul, MN 55102-1900MN1988-04$258,425
8Lanesboro Housing Development Inc503 Parkway Ave S, Lanesboro, MN 55949-9728MN1978-06$179,566
9Brownton Housing CorporationPO BOX 623, Hutchinson, MN 55350-0623MN1975-03$152,180
10Tarrant County Senior Living Center Inc12720 Hillcrest Rd Ste 106, Dallas, TX 75230-7121TX2007-09$69,083,332
11Whitemarsh Continuing Care Retirement Community, The Hill At Whitemarsh4000 Foxhound Dr, Lafayette Hl, PA 19444-1014PA2004-11$50,951,514
12The Temple Foundation Inc9229 Arlington Blvd, Fairfax, VA 22031-2504VA1966-08$30,035,700
13Wesley Homes Inc1817 Clifton Rd Ne, Atlanta, GA 30329-4021GA1961-03$11,937,092
14899 Charleston899 East Charleston Road, Palo Alto, CA 94303-4644CA2008-06$8,682,853
15The Martin And Edith Stein Assisted Living Residence Inc350 Demott Lane, Somerset, NJ 08873-4976NJ2000-08$6,007,624
16Reedsburg Area Senior Life Center Inc2350 N Dewey Ave, Reedsburg, WI 53959-2316WI2006-05$5,864,996
17Sunnyside Properties Of Sarasota Inc5201 Bahia Vista St, Sarasota, FL 34232-2615FL1977-11$4,856,300
18Eventide Senior Living Communities Llc, Sheyenne Crossings2405 8th St S No A, Moorhead, MN 56560MN2006-12$4,594,192
19Sunshine Christian Homes Inc5250 Whippoorwill Dr, Holiday, FL 34690-2100FL1978-10$3,185,815
20Wyndham2400 Portage St, Kalamazoo, MI 49001-3728MI1989-07$2,520,636
Number of organizations performing similar types of work
Alabama2
Arkansas2
Arizona1
California30
Colorado3
Connecticut4
District of Columbia1
Delaware2
Florida10
Georgia6
Iowa17
Idaho1
Illinois14
Indiana6
Kansas2
Kentucky2
Louisiana3
Massachusetts7
Maryland9
Michigan15
Minnesota11
Missouri15
North Carolina8
North Dakota2
Nebraska7
New Hampshire3
New Jersey13
New York17
Ohio13
Oklahoma4
Oregon4
Pennsylvania15
South Dakota1
Tennessee7
Texas8
Virginia6
Vermont2
Washington3
Wisconsin15
West Virginia2
Wyoming1
International1
Total295

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