Nonprofit · EIN 76-0262402
CARE INITIATIVES
Tax-exempt · WDM, IA 50266
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $271,912,461 | $265,428,959 | $6,483,502 | $173,770,747 | $98,931,093 | $74,839,654 |
| December 31, 2023 | 990 | $261,075,251 | $261,808,342 | -$733,091 | $173,375,162 | $106,386,791 | $66,988,371 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $619,729
- of which government grants
- $555,239
- Program service revenue
- $269,133,667
- Investment income
- $1,347,990
- Net gain from sales of assets
- $78,920
- Other revenue
- $811,075
Expenses
- Grants and similar amounts paid
- $63,639
- Compensation of officers, directors and key employees
- $2,026,782
- Other salaries and wages
- $150,178,243
- Salaries, compensation and benefits (total)
- $171,141,398
- Professional fundraising fees
- $0
- Legal fees
- $285,598
- Accounting fees
- $207,926
- Occupancy
- $10,177,644
- Travel
- $5,196,487
- Depreciation
- $8,197,669
- Program services (functional)
- $243,620,609
- Management and general (functional)
- $21,808,350
Balance sheet and other
- Total assets, start of year
- $173,375,162
- Total assets, end of year
- $173,770,747
- Total liabilities, end of year
- $98,931,093
- Net assets, end of year
- $74,839,654
- Land, buildings and equipment
- $78,159,580
- Publicly traded securities
- $14,525,544
- Net assets without donor restrictions
- $74,839,654
- Gross unrelated business income
- $48,377
- Gross receipts
- $271,953,161
- Employees
- 5,686
- Volunteers
- 117
- Year formed
- 1989
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL BEAL | PRESIDENT/CEO/VICE CHAIR Trustee or director, Officer | 40 | $729,150 | $27,676 |
| DAVID DIXON | SVP/CFO/TREASURER Officer | 40 | $437,357 | $2,647 |
| EMILY DRAKE | VP GENERAL COUNSEL Highest-paid employee | 40 | $298,089 | $27,239 |
| JESSICA MCDYER | VP SKILLED NURSING OPERATI Officer | 40 | $297,306 | $26,583 |
| JOHANNA VOLM | VP CLINICAL SERVICES Highest-paid employee | 40 | $310,418 | $11,678 |
| DARLINE ETIENNE | CHARGE NURSE RN Highest-paid employee | 90 | $311,770 | $9,280 |
| JOEILYNN LEONHARDT | VP HUMAN RESOURCES Highest-paid employee | 40 | $287,527 | $24,794 |
| JERAMY KUHN | CHIEF COMPLIANCE OFFICER Highest-paid employee | 40 | $295,028 | $10,400 |
| JENNIFER HARWOOD | VP HOSPICE Officer | 40 | $274,902 | $6,167 |
| CAMI BLACK | VP HOSPICE Officer | 40 | $28,723 | $271 |
| DENISE STURM | CHAIR Trustee or director, Officer | 2 | $28,000 | $0 |
| MARY JANE CAROTHERS | SECRETARY Trustee or director, Officer | 2 | $28,000 | $0 |
| LANE BOWEN | DIRECTOR Trustee or director | 1 | $28,000 | $0 |
| KEVIN CHILDS | DIRECTOR Trustee or director | 1 | $28,000 | $0 |
| KEITH KREIN | DIRECTOR Trustee or director | 3 | $28,000 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH RUST | DIRECTOR Trustee or director | 3 | $28,000 |
| LINDA UPMEYER | DIRECTOR Trustee or director | 2 | $28,000 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL BEAL | PRESIDENT/CEO/VICE CHAIR Trustee or director, Officer | 40 | $697,817 | $23,510 |
| JOSEPH REESE | SVP/COO Officer | 40 | $466,689 | $4,054 |
| DAVID DIXON | SVP/CFO/TREASURER Officer | 40 | $419,154 | $910 |
| ERIC WOODMAN | VP HOME HEALTH & HOSPICE Highest-paid employee | 40 | $337,373 | $171 |
| JOHANNA VOLM | VP/CLINICAL SERVICES Highest-paid employee | 40 | $289,666 | $9,027 |
| CYNTHIA WILLIAMS | VP INFORMATION SYSTEMS Highest-paid employee | 40 | $288,381 | $7,481 |
| JERAMY KUHN | VP - CHIEF COMPLIANCE OFFI Highest-paid employee | 40 | $286,158 | $8,721 |
| ELIZABETH GANA | CHARGE NURSE-LPN Highest-paid employee | 86 | $279,060 | $0 |
| JESSICA MCDYER | VP SKILLED NURSING OPERATIONS Officer | 40 | $227,167 | $26,830 |
| JENNIFER HARWOOD | VP HOSPICE Officer | 40 | $78,681 | $1,606 |
| DENISE STURM | BOARD CHAIR Trustee or director, Officer | 2 | $28,000 | $0 |
| STEVEN ACKERSON | SECRETARY Trustee or director, Officer | 3 | $28,000 | $0 |
| LANE BOWEN | DIRECTOR Trustee or director | 2 | $28,000 | $0 |
| MARY JANE CAROTHERS | DIRECTOR Trustee or director | 2 | $28,000 | $0 |
| KEITH KREIN | DIRECTOR Trustee or director | 3 | $28,000 | $0 |
| ELIZABETH RUST | DIRECTOR Trustee or director | 3 | $28,000 | $0 |
| LINDA UPMEYER | DIRECTOR Trustee or director | 4 | $28,000 | $0 |
| KEVIN CHILDS | DIRECTOR FROM 4/2023 Trustee or director | 1 | $17,500 | $0 |
| RON HARMOND | DIRECTOR THRU 3/2023 Trustee or director | 1 | $7,000 | $0 |
Address and contacts
- Address (IRS master file)
- 1611 WESTLAKES PKWY, WDM, IA 50266-8370
- Principal officer (990 for 2024)
- MICHAEL BEAL, 1611 WEST LAKES PKWY, WEST DES MOINES, IA 502668212
- Signed the 990
- DAVID DIXON, SVP/CFO
- Phone
- (515) 224-4442
- Website
- CAREINITIATIVES.ORG
- Return prepared by
- RSM US LLP
Mission
IMPROVING QUALITY OF LIFE FOR IOWANS AND THEIR FAMILIES DURING LIFE'S HEALTH TRANSITIONS THROUGH COMPASSIONATE INDIVIDUALIZED CARE.
Program accomplishments
- DURING 2024, CARE INITIATIVES PROVIDED SERVICES TO A DAILY AVERAGE OF 2,269 INDIVIDUALS IN 43 SKILLED NURSING CARE LOCATIONS, TWO ASSISTED LIVING LOCATIONS AND SEVEN INDEPENDENT LIVING LOCATIONS. CARE INITIATIVES PROVIDES QUALITY HEALTH CARE, AT THE LOWEST POSSIBLE COST TO OUR RESIDENTS AND PATIENTS. SERVICES PROVIDED INCLUDE LODGING, NUTRITIOUS MEALS, ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, ENGAGING ACTIVITIES TO MAINTAIN THE HIGHEST PHYSICAL AND MENTAL QUALITY OF LIFE ATTAINABLE. ADDITIONAL SERVICES INCLUDE OCCUPATIONAL, SPEECH AND PHYSICAL THERAPY, OUTPATIENT THERAPY SERVICES, SKILLED NURSING CARE, SENIOR LIVING APARTMENTS AND ASSISTED LIVING LOCATIONS. IN ADDITION, CARE INITIATIVES HAS INITIATED A PROGRAM OF REHAB TO HOME CARE TO PROVIDE INDIVIDUALS THE OPPORTUNITY TO SAFELY RETURN TO THEIR HOMES. IN ADDITION, CARE INITIATIVES PROVIDES LIMITED OUTPATIENT THERAPY SERVICES IN THE COMMUNITIES IT SERVES.DURING 2024, CARE INITIATIVES ALSO PROVIDED HOSPICE SERVICES TO A DAILY AVERAGE OF 376 PATIENTS THROUGH SEVEN HOSPICE LOCATIONS. CARE INITIATIVES HOSPICE PROVIDES COORDINATED CARE WITH COMPASSION, RESPECT AND DIGNITY TO PATIENTS AND THEIR FAMILIES EXPERIENCING SERIOUS ILLNESS AND GRIEF FOR A LOVED ONE. SOME OF THE SERVICES PROVIDED INCLUDE NURSING CARE, PHYSICIAN CARE, PHYSICAL AND SPEECH THERAPY, MASSAGE THERAPY, MUSIC THERAPY, SPIRITUAL SUPPORT, RESPITE CARE AND BEREAVEMENT SUPPORT.CARE INITIATIVES IS THE LARGEST NONPROFIT SKILLED NURSING PROVIDER FOR MEDICAID RESIDENTS IN IOWA. IN 2024, A DAILY AVERAGE OF 1,364 RESIDENTS PARTICIPATED IN THE MEDICAID PROGRAM. CARE INITIATIVES' COST FOR THESE RESIDENTS EXCEEDED REVENUE BY $25,233,000. NO RESIDENT IS DENIED A MEDICATION, NURSING SUPPLY OR THERAPY, REGARDLESS OF THEIR ABILITY TO PAY.CARE INITIATIVES HAS A HISTORY OF MODERNIZATION AND REPLACEMENT OF NURSING FACILITIES. SINCE INCEPTION, CARE INITIATIVES HAS INVESTED MORE THAN $147 MILLION TO MODERNIZE ITS COMMUNITIES. SINCE INCEPTION, CARE INITIATIVES HAS INVESTED MORE THAN $111 MILLION IN FOURTEEN NEW REPLACEMENT FACILITIES THROUGHOUT IOWA.CARE INITIATIVES PROMOTES ECONOMIC DEVELOPMENT IN THE COMMUNITIES WE SERVE BY ADDRESSING HOUSING, EMPLOYMENT, EDUCATIONAL OR ENVIRONMENTAL NEEDS AND CONCERNS. IN 2024, CARE INITIATIVES CONTRIBUTED TO OUR LOCAL COMMUNITIES BY PAYING PROPERTY TAX OF $2.52 MILLION. IN MANY COMMUNITIES WE SERVE, CARE INITIATIVES IS AMONG THE LARGEST EMPLOYERS.CARE INITIATIVES SUPPORTS OUR COMMUNITY VOLUNTEERS WHO PROVIDED 6,093 HOURS TO HELP OUR RESIDENTS AND PATIENTS. USING THE INDEPENDENT SECTOR'S ESTIMATED DOLLAR VALUE OF VOLUNTEER TIME, THE ESTIMATED VALUE OF VOLUNTEER TIME TOTALED APPROXIMATELY $182,556.CARE INITIATIVES' CONTINUUM OF CARE EXTENDED INTO THE COMMUNITIES IT SERVES BY PROVIDING REDUCED OR NO-FEE SERVICES SUCH AS MEALS-ON-WHEELS, MEALS FOR COUNTY JAILS, EDUCATIONAL SERVICES AND PUBLIC AWARENESS PROGRAMS.IN 2024, $16,281 IN CHARITABLE CONTRIBUTIONS WERE MADE TO SUPPORT CHARITABLE ORGANIZATIONS THAT FURTHER CARE INITIATIVES' NONPROFIT MISSION.Expenses $243,620,609 · grants $63,639 · revenue $269,692,180
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 76-0262402
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E910)
- Assets (IRS master file)
- $173,770,747
- Income (IRS master file)
- $271,953,161
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $271,912,461 | $265,428,959 | $173,770,747 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $261,075,251 | $261,808,342 | $173,375,162 | XML |
| 990 | December 2022 | $237,982,008 | $254,494,807 | $177,858,014 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 76-0262402).
Questions about CARE INITIATIVES
- What is the EIN of CARE INITIATIVES?
- The employer identification number (EIN) of CARE INITIATIVES is 76-0262402.
- Is CARE INITIATIVES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to CARE INITIATIVES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARE INITIATIVES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CARE INITIATIVES due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARE INITIATIVES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CARE INITIATIVES?
- The 990 for the year ended December 31, 2024 names MICHAEL BEAL.
- Who are the officers and directors of CARE INITIATIVES?
- The 990 for the year ended December 31, 2024 lists 17 people; 17 received compensation from the organization, the highest $729,150 (MICHAEL BEAL, PRESIDENT/CEO/VICE CHAIR).
- How much revenue does CARE INITIATIVES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $271,912,461, expenses of $265,428,959 and total assets of $173,770,747 at year end.
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