2025-11-06T17:25:28-06:00 2025-06-30 420946155 HONKAMP PC 2345 JOHN F KENNEDY ROAD DUBUQUE IA 52002 990 2024-07-01 421472720 ELLEN KENNEDY LIVING CENTER ELLE 5638756323 1177 7TH STREET SW DYERSVILLE IA 52040 JIM KENNEDY JR BOARD CHAIRPERSON 5638756323 2025-10-21 1 0 MATTHEW M KLAREN CPA P01357089 5635560123 2025-10-21 2024 2025-03-06 01:10:19Z JIM KENNEDY JR 1177 7TH STREET SW DYERSVILLE IA 52040 2366337 0 X N/A X 2002 IA TO PROVIDE ASSISTED LIVING FOR THE ELDERLY. 6 6 0 29 0 0 1668 40155 2250141 2242411 25030 62898 25201 20873 2302040 2366337 0 0 0 0 0 0 0 0 0 2074703 2087225 2074703 2087225 227337 279112 4633475 4741358 4396394 4225165 237081 516193 TO PROVIDE ASSISTED LIVING FOR THE ELDERLY. 0 0 1916210 2263284 PROVIDES 26 INDEPENDENT LIVING CONDOS AND 32 ASSISTED LIVING APARTMENTS AS RESIDENCES FOR THE ELDERLY. THE TOTAL NUMBER OF UNITS OCCUPIED IN 2024 WAS 26 INDEPENDENT LIVING CONDOS AND 25 ASSISTED LIVING APARTMENTS. 1916210 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X KARI WITTMEYER 5638756323 1177 7TH STREET SW DYERSVILLE IA 52040 X ELLIOT SALTER MEMBER 0.29 X 0 0 0 CHAD DARTER MEMBER 0.29 X 0 0 0 LISA BURKLE SECRETARY 0.29 X X 0 0 0 TONYA JOHNSON TREASURER 0.43 X X 0 0 0 JIM KENNEDY JR VICE-CHAIRPERSON 0.29 X X 0 0 0 SUE MEADE CHAIRPERSON 0.43 X X 0 0 0 0 0 0 0 0 0 0 0 40155 40155 ASSISTED LIVING RENT 623000 1597176 1597176 INDEPENDENT LIVING FEE 623000 592600 592600 MEAL PAYMENTS 623000 39408 39408 GARAGE RENT 623000 13227 13227 2242411 62898 62898 MISCELLANEOUS REVENUE 623000 12615 12615 REBATES 623000 8258 8258 20873 2366337 2263284 0 62898 X 34474 34474 856 856 15519 15519 54 54 1190481 1071433 119048 9779 9779 21273 20209 1064 225351 225351 1809 1809 109182 109182 172955 172955 53100 53100 FOOD 101661 101661 CABLE 31915 31915 EQUIPMENT MAINTENANCE 27071 27071 MUNICIPAL INFRASTRUCTUR 16542 16542 75203 75203 2087225 1916210 171015 0 264640 262689 1088251 1348056 9433 9233 7782827 4671069 3259212 3111758 11939 9622 4633475 4741358 203032 195325 2147863 1991003 2045499 2038837 4396394 4225165 X 0 0 0 0 237081 516193 237081 516193 4633475 4741358 279112 0 X X 0 0 0 X 3637 55011 6457 1668 40155 106928 1344802 1488061 2074048 2250141 2242411 9399463 1348439 1543072 2080505 2251809 2282566 9506391 0 693855 697878 776834 889941 811215 3869723 693855 697878 776834 889941 811215 3869723 5636668 2042 1007 2173 25030 62898 93150 2042 1007 2173 25030 62898 93150 31233 9407 14788 25201 20873 101502 1381714 1553486 2097466 2302040 2366337 9701043 0.58100 0.55780 0.00960 0.00390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 400000 400000 6116879 3468199 2648680 230693 217656 13037 972867 922826 50041 62388 62388 0 3111758 DEPOSITS 2038837 2038837 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION CONTRACTS FOR MANAGEMENT SERVICES WITH TRINITY SENIOR LIVING. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCIAL STATEMENT IS REVIEWED BY THE BOARD BUT THE TAX RETURN IS SUBMITTED WITHOUT THE BOARD'S REVIEW. AN OFFICER OF THE BOARD ALWAYS SIGNS THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL STATEMENT OF INDEPENDENCE/CONFLICT OF INTEREST STATEMENT MUST BE SIGNED BY OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 ALTHOUGH THERE IS NO FORMAL PROCEDURE IN PLACE TO MAKE THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, THESE DOCUMENTS ARE AVAILABLE IF REQUESTED. FORM 990, PART IX, LINE 11G MANAGEMENT SERVICES - TRINITY SENIOR LIVING: PROGRAM SERVICE EXPENSES 1,071,433. MANAGEMENT AND GENERAL EXPENSES 119,048. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,190,481. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS REVIEWS THE FINANCIAL STATEMENTS AT THEIR REGULAR MEETINGS. THIS PROCEDURE HAS NOT CHANGED FROM THE PRIOR YEAR.