BROADWAY SERVICES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BROADWAY SERVICES INC (EIN 73-1665555)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-26
- IRS object ID
- 202402709349301600
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-26T14:07:37-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721088864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPORTE APAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 VETERANS MEMORIAL BLVD 600 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 700054958 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731665555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROADWAY SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROA | BusinessNameControlTxt |
| Phone | 5048651960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 BROADWAY | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT CRABTREE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 5048651960 | PhoneNum |
| Signature | 2024-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S WILES CPA | PreparerPersonNm |
| PTIN | P01222673 | PTIN |
| Phone | 5048355522 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT CRABTREE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 BROADWAY | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,306,311 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY FOR THE AGED IN NEW ORLEANS, LOUISIANA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 246 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $180,123 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,347,526 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,177,243 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,225,472 | CYProgramServiceRevenueAmt |
| PY Investment Income | $93,660 | PYInvestmentIncomeAmt |
| CY Investment Income | $157,161 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$6,335 | CYOtherRevenueAmt |
| PY Total Revenue | $11,451,026 | PYTotalRevenueAmt |
| CY Total Revenue | $14,723,824 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,500,857 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,250,425 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,482,238 | PYOtherExpensesAmt |
| CY Other Expenses | $4,628,025 | CYOtherExpensesAmt |
| PY Total Expenses | $10,984,095 | PYTotalExpensesAmt |
| CY Total Expenses | $11,878,450 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $466,931 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,845,374 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,626,076 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,668,927 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $686,449 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $743,523 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,939,627 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,925,404 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY FOR THE AGED IN NEW ORLEANS, LOUISIANA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,425,775 | ExpenseAmt |
| Revenue | $12,225,472 | RevenueAmt |
| Desc | MANAGES A RETIREMENT FACILITY WHICH PROVIDES HOUSING COMPRISED OF INDEPENDENT LIVING, ASSISTED LIVING, AND NURSING FACILITY UNITS, AND RELATED SERVICES TO 255 RESIDENTS INCLUDING INFORMATION PROGRAMS FOR THE ELDERLY. | Desc |
| Total Program Service Expenses | $7,425,775 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 246 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNN SWETLAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5048651960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 BROADWAY | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70118 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SCOTT CRABTREE | ||||||||
| CEO | 34.00 | 6.00 | Yes (X) | Yes (X) | $366,927 | $0 | $21,923 | |
| LYNN SWETLAND | ||||||||
| CFO | 34.00 | 6.00 | Yes (X) | Yes (X) | $190,443 | $0 | $18,187 | |
| JANICE J HALES | ||||||||
| COO | 34.00 | 6.00 | Yes (X) | Yes (X) | $218,292 | $0 | $15,418 | |
| JANICE PARMELEE | ||||||||
| CHAIR | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE THOMPSON BRIEDE | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| YEAQUANNA SMOOT | ||||||||
| DIRECTOR OF NURSING | 40.00 | $104,076 | $0 | $11,404 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $879,738 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $66,932 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIDINE CORP | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | DIETARY SERVICES | $1,401,766 |
| WOODWARD SERVICE GROUP | |||||
| 1000 NORMAN C FRANCIS PKWY | NEW ORLEANS | LA | 70125 | CONSTRUCTION SERVICES | $140,530 |
| HORIZON HEALTHCARE MANAGEMENT | |||||
| PO BOX 8026 | EVANSVILLE | IN | 47716 | CONTRACT NURSING | $115,888 |
| FORVIS | |||||
| PO BOX 602828 | CHARLOTTE | NC | 28260 | ACCOUNTING SERVICES | $107,153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,232,851 | GovernmentGrantsAmt |
| All Other Contributions | $114,675 | AllOtherContributionsAmt |
| Total Contributions | $2,347,526 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICE FEES | 623000 | $7,619,138 | $7,619,138 |
| MANAGEMENT FEE REVENUE | 623000 | $4,606,334 | $4,606,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,225,472 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $170,780 | TotalRevenueColumnAmt |
| Exclusion | $170,780 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $555,075 | SecuritiesAmt |
| Other | $13,793 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $570,030 | SecuritiesAmt |
| Other | $12,457 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$14,955 | SecuritiesAmt |
| Other | $1,336 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,619 | TotalRevenueColumnAmt |
| Exclusion | -$13,619 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INSURANCE REIMBURSEMENT | 900099 | $3,000 | $3,000 |
| NOVARE CONSORTIUM LLC K-1 ACTIVIT | 900099 | -$9,335 | -$9,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$6,335 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,723,824 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,225,472 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $150,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $879,738 | TotalAmt |
| Program Services | $879,738 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,179,004 | TotalAmt |
| Program Services | $5,179,004 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,925 | TotalAmt |
| Program Services | $770,925 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,758 | TotalAmt |
| Program Services | $420,758 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,465 | TotalAmt |
| Management And General | $119,465 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,954 | TotalAmt |
| Management And General | $60,954 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,798,834 | TotalAmt |
| Management And General | $1,798,834 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,260 | TotalAmt |
| Management And General | $68,260 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $758,293 | TotalAmt |
| Management And General | $758,293 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,221,102 | TotalAmt |
| Management And General | $1,221,102 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,389 | TotalAmt |
| Management And General | $135,389 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,959 | TotalAmt |
| Management And General | $217,959 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RECRUITING/TRAINING | $88,529 | $88,529 | |
| MEDICAL SUPPLIES & DRUG | $86,821 | $86,821 | |
| DUES & SUBSCRIPTIONS | $28,977 | $28,977 | |
| BANK CHARGES | $13,607 | $13,607 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,835 | TotalAmt |
| Management And General | $29,835 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,878,450 | TotalAmt |
| Program Services | $7,425,775 | ProgramServicesAmt |
| Management And General | $4,452,675 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,054 | BOYAmt |
| EOY | $152,051 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,771,645 | BOYAmt |
| EOY | $2,940,531 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,905 | BOYAmt |
| EOY | -$4,766 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,021 | BOYAmt |
| EOY | $43,310 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,257 | BOYAmt |
| EOY | $441,620 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,578,124 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,184,509 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,538 | BOYAmt |
| EOY | $393,615 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,998,736 | BOYAmt |
| EOY | $4,268,409 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,920 | BOYAmt |
| EOY | $1,434,157 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,626,076 | BOYAmt |
| EOY | $9,668,927 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,449 | BOYAmt |
| EOY | $485,523 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,000 | BOYAmt |
| EOY | $258,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $686,449 | BOYAmt |
| EOY | $743,523 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,939,627 | BOYAmt |
| EOY | $8,925,404 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,939,627 | BOYAmt |
| EOY | $8,925,404 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,626,076 | BOYAmt |
| EOY | $9,668,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,845,374 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $131,068 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $9,335 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAMBETH HOUSE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721267672 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | 0 | GoverningDocumentListedInd |
| Support | $11,878,450 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $11,878,450 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PAGE 1, PART I, LINE 12G, COLUMN IV | BROADWAY SERVICES, INC.'S (BSI) ARTICLES OF INCORPRATION DO NOT SPECIFICALLY IDENTIFY ITS SUPPORTED ORGANIZATION, LAMBETH HOUSE, INC.(LHI) BY NAME AS ITS SUPPORTED ORGANIZATION. BSI IS OPERATED, SUPERVISED AND CONTROLLED BY LHI THROUGH ITS TYPE I PARENT-SUBSIDIARY RELATIONSHIP WITH LHI. LHI IS A 509(A)(2) ORGANIZATION THAT IS REFERRED TO AS THE SOLE MEMBER OF BSI IN ITS ARTICLES OF ORGANIZATION. THE ARTICLES AND BYLAWS GIVE LHI, AS SOLE MEMBER OF BSI, THE POWER TO REGULARLY APPOINT AND REMOVE BSI'S BOARD MEMBERS. |
| PART IV, SECTION A, LINE 1 | BROADWAY SERVICES, INC.'S (BSI) ARTICLES OF INCORPRATION DO NOT SPECIFICALLY IDENTIFY ITS SUPPORTED ORGANIZATION, LAMBETH HOUSE, INC.(LHI) BY NAME AS ITS SUPPORTED ORGANIZATION. BSI IS OPERATED, SUPERVISED AND CONTROLLED BY LHI THROUGH ITS TYPE I PARENT-SUBSIDIARY RELATIONSHIP WITH LHI. LHI IS A 509(A)(2) ORGANIZATION THAT IS REFERRED TO AS THE SOLE MEMBER OF BSI IN ITS ARTICLES OF ORGANIZATION. THE ARTICLES AND BYLAWS GIVE LHI, AS SOLE MEMBER OF BSI, THE POWER TO REGULARLY APPOINT AND REMOVE BSI'S BOARD MEMBERS. SINCE ITS INCEPTION IN 2003, BSI HAS ENGAGED SOLELY IN ACTIVITIES ON BEHALF OF LHI AND NONE OF ITS ACTIVITIES FURTHER A PURPOSE OTHER THAN SUPPORTING AND BENEFITING LHI. BSI'S ARTICLES OF ORGANIZATION STATE THAT THE ORGANIZATION IS ORGANIZED AND OPERATED PRIMARILY TO DIRECTLY OPERATE HOUSING THAT IS SPECIALLY DESIGNED TO MEET THE NEEDS OF AGED PERSONS, INCLUDING THE HEALTH CARE, SOCIAL AND SPIRITUAL NEEDS AND THE NEED FOR (A) HOUSING AND FINANCIAL SECURITY AND (B) OTHERWISE PROMOTING AND SERVING THE INTERESTS AND NEEDS OF THE ELDERLY, WHICH IS CONSISTENT WITH THE CLASS OF ACTIVITIES AND EXEMPT PURPOSE FOR WHICH LHI IS ORGANIZED AND OPERATED. FURTHERMORE, LHI AND BSI ARE PARTIES TO A CERTAIN MANAGEMENT AND OPERATING AGREEMENT PURSUANT TO WHICH BSI HAS AGREED TO ASSUME SUBSTANTIALLY ALL RESPONSIBILITY FOR MANAGING AND OPERATING LHI'S CONTINUING CARE RETIREMENT COMMUNITY, INCLUDING THE PROVISION OF CERTAIN HEALTHCARE AND OTHER SERVICES TO RESIDENTS. ALL PERSONNEL WHO PROVIDE SERVICES IN CONNECTION WITH THE MANAGEMENT AND OPERATION OF LHI'S CONTINUING CARE RETIREMENT COMMUNITY ARE EMPLOYED AND COMPENSATED BY BSI. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,578,124 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,184,509 | DepreciationAmt |
| Book Value | $393,615 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $393,615 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM LAMBETH HOUSE FOUNDATION | $706 |
| DUE FROM LAMBETH HOUSE, INC. | $45,015 |
| EMPLOYEE RETENTION CREDIT | $1,388,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,434,157 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS ON OCCUPIED UNITS | Desc |
| Amt | $258,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $258,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,864,227 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $131,068 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $131,068 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,733,159 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$9,335 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$9,335 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,723,824 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,878,450 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,878,450 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,878,450 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE COMPANY FOLLOWS THE PROVISIONS OF THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TOPIC OF THE FASB ASC. THE COMPANY RECOGNIZES A THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE INTERPRETATION ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT DECEMBER 31, 2023 AND 2022, THE COMPANY HAD NO UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BOOK/TAX DIFFERENCE FROM NOVARE CONSORTIUM, LLC -9,335. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT CRABTREE | ||||||||||||||
| CEO | $331,927 | $0 | $35,000 | $0 | $0 | $0 | $12,831 | $0 | $9,092 | $0 | $388,850 | $0 | $0 | $0 |
| JANICE J HALES | ||||||||||||||
| COO | $198,292 | $0 | $20,000 | $0 | $0 | $0 | $9,510 | $0 | $5,908 | $0 | $233,710 | $0 | $0 | $0 |
| LYNN SWETLAND | ||||||||||||||
| CFO | $170,443 | $0 | $20,000 | $0 | $0 | $0 | $9,095 | $0 | $9,092 | $0 | $208,630 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE TWO INDEPENDENT BOARD MEMBERS OF BROADWAY SERVICES, INC. ("BSI") DETERMINE THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR AND OTHER OFFICERS ON AN ANNUAL BASIS BY REVIEWING FORMS 990 AND OTHER COMPARABILITY DATA FROM OTHER SIMILARLY SITUATED, NON-PROFIT ORGANIZATIONS. THE BY-LAWS STATE THAT THE SALARIES OF ALL OFFICERS OF THE CORPORATION SHALL BE FIXED BY A RESOLUTION DULY ADOPTED BY THE INDEPENDENT DIRECTORS OR ANY INDEPENDENT COMMITTEE FORMED FOR SUCH PURPOSE CONSISTING OF INDEPENDENT DIRECTORS. DIRECTORS WHO ARE COMPENSATED ARE NOT PERMITTED TO VOTE ON ANY COMPENSATION MATTERS FOR THEMSELVES OR FOR OTHER COMPENSATED DIRECTORS. THE LAMBETH HOUSE BOARD APPROVES THE LAMBETH BUDGET WHICH DOES INCLUDE THE MANAGEMENT FEE THAT IS PAID TO BSI BY LHI. THE MANAGEMENT FEE IS BASED UPON THE BSI BUDGET AND INCLUDES SALARIES OF ALL BSI EMPLOYEES. THE BSI BUDGET IS REVIEWED BY THE LHI FINANCE COMMITTEE. ONCE APPROVED BY THE LHI FINANCE COMMITTEE, A SUMMARY BUDGET IS PRESENTED TO THE LHI BOARD FOR APPROVAL. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | LAMBETH HOUSE, INC. ("LHI"), A LOUISIANA NON-PROFIT CORPORATION THAT IS ALSO EXEMPT FROM FEDERAL INCOME TAXATION PURSUANT TO 501(C)(3) OF THE INTERNAL REVENUE CODE, IS THE SOLE MEMBER OF BROADWAY SERVICES, INC. ("BSI"). LHI OWNS CERTAIN REAL PROPERTY AND IMPROVEMENTS LOCATED AT 150 BROADWAY AVENUE, NEW ORLEANS, LOUISIANA THAT ARE USED TO OPERATE A CONTINUING CARE AND RETIREMENT COMMUNITY. FURTHERMORE, LHI AND BSI ARE PARTIES TO A CERTAIN MANAGEMENT AND OPERATING AGREEMENT PURSUANT TO WHICH BSI HAS AGREED TO ASSUME SUBSTANTIALLY ALL RESPONSIBILITY FOR MANAGING AND OPERATING LHI'S CONTINUING CARE RETIREMENT COMMUNITY, INCLUDING THE PROVISION OF CERTAIN HEALTHCARE AND OTHER SERVICES TO RESIDENTS, IN EXCHANGE FOR A MONTHLY MANAGEMENT FEE. PLEASE REFER TO THE FORM 990 SEPARATELY FILED BY LHI FOR A DETAILED DESCRIPTION OF LHI'S GOVERNANCE STRUCTURE, OPERATIONS, AND POLICIES AND PROCEDURES. |
| FORM 990, PART VI, SECTION A, LINE 7A | IN ITS CAPACITY AS THE SOLE MEMBER OF BSI, LHI MAINTAINS THE POWER AND AUTHORITY TO APPOINT MEMBERS OF BSI'S GOVERNING BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER THE COMPLETED 990 IS RECEIVED BY THE ORGANIZATION, IT IS REVIEWED BY THE ENTIRE BOARD, AND ANY QUESTIONS OR COMMENTS ARE DIRECTED TO THE ORGANIZATION'S CPA. UPON APPROVAL, THE FORM 990 IS RELEASED FOR SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | A DISCLOSURE STATEMENT IS SUBMITTED ANNUALLY BY ALL EXECUTIVE LEVEL EMPLOYEES AND ALL MEMBERS OF THE BOARD OF DIRECTORS TO DISCLOSE ANY SITUATIONS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. THE BOARD OF DIRECTORS SHALL TAKE SUCH ACTIONS AS MAY BE REASONABLY NECESSARY TO PROTECT THE BEST INTERESTS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS OF BSI DETERMINES THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ON AN ANNUAL BASIS BY REVIEWING FORMS 990 AND OTHER COMPARABILITY DATA FROM OTHER SIMILARLY SITUATED, NON-PROFIT ORGANIZATIONS. ANY INDIVIDUAL WHOSE COMPENSATION IS BEING CONSIDERED BY THE BOARD OF DIRECTORS (INCLUDING INDIVIDUALS WHO SERVE ON THE BOARD OF DIRECTORS) ARE NOT PRESENT DURING THE DISCUSSION AND APPROVAL OF THEIR COMPENSATION. THE PROPOSED COMPENSATION IS THEN APPROVED BY THE DISINTERESTED MEMBERS OF BSI'S BOARD OF DIRECTORS AND MEMORIALIZED IN THE ORGANIZATION'S MINUTES OF DIRECTOR MEETINGS. BSI ALSO HAS A WRITTEN EMPLOYMENT CONTRACT WITH ITS CEO/EXECUTIVE DIRECTOR, WHICH HAS REMAINED IN EFFECT SINCE 2003. THE BSI BUDGET, IN SUMMARY FORM, IS PRESENTED TO THE LHI BOARD AT THE TIME THE LHI BUDGET IS REVIEWED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,798,834. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,798,834. |
| FORM 990, PART XI, LINE 9: | GAAP/TAX DIFFERENCE OF NOVARE CONSORTIUM LLC K-1 ACTIVITY 9,335. |
| FORM 990, PAGE 12, QUESTION 2C | THE LHI FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. |
| FORM 990, PART 1, LINE 4 | LAMBETH HOUSE, INC., A NON-FOR-PROFIT ORGANIZATION, IS THE SOLE MEMBER OF BROADWAY SERVICES, INC. LAMBETH HOUSE, INC. BY VIRTUE OF ITS MEMBERSHIP STATUS, APPOINTED THE BOARD OF DIRECTORS FOR BROADWAY SERVICES, INC., NONE OF WHOM SERVE ON THE BOARD FOR LAMBETH HOUSE, INC. THE APPOINTED BOARD MEMBERS ARE EMPLOYEES OF BROADWAY SERVICES, INC., AND ARE, THEREFORE, NOT INDEPENDENT, WITH THE EXCEPTION OF TWO INDEPEDENT BOARD MEMBERS, APPOINTED BY LAMBETH HOUSE, INC. |
| FORM 990, PART VI, SECTION A, LINE 1B | 2 MEMBERS OF BSI'S BOARD ARE INDEPENDENT, WHILE 3 OF THE BOARD MEMBERS ARE NON INDEPENDENT DUE TO BEING COMPENSATED AS EMPLOYEES OF BSI. BSI'S VOTING BOARD IS ELECTED BY LHI, ITS SOLE MEMBER. LHI'S VOTING BOARD CONSIST OF 18 MEMBERS WHO ARE ALL INDEPENDENT, AND WHO DO NOT INCLUDE THE 3 COMPENSATED BOARD MEMBERS OR 2 INDEPENDENT MEMBERS ON BSI'S BOARD. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LAMBETH HOUSE FOUNDATION | |||||||||||
| 150 BROADWAY STREET | NEW ORLEANS | LA | 70118 | 721498005 | TO SUPPORT OR BENEFIT LAMBETH HOUSE, INC. | LA | 501(C)(3) | LINE 12A, I | LAMBETH HOUSE INC | 0 | |
| LAMBETH HOUSE INC | |||||||||||
| 150 BROADWAY STREET | NEW ORLEANS | LA | 70118 | 721267672 | TO OWN A CONTINUING CARE RETIREMENT COMMUNITY | LA | 501(C)(3) | LINE 10 | 0 | N/A | |
| ST ANNA'S ASYLUM FOR THE RELIEF OF DESTITUTE FEMALES AND HELPLESS CHILDREN | |||||||||||
| 150 BROADWAY STREET | NEW ORLEANS | LA | 70118 | 720408969 | TO SUPPORT OR BENEFIT LAMBETH HOUSE, INC. | LA | 501(C)(3) | LINE 12A, I | LAMBETH HOUSE INC | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments