NATIONAL SENIOR COMMUNITIES INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL SENIOR COMMUNITIES INC (EIN 20-4356247)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202323119349300637
- Schema version
- 2022v5.0
- 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 | 2023-11-07T10:45:37-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204356247 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL SENIOR COMMUNITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 4109997363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 816 CONNECTICUT AVE NW 7TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EILEEN ERSTAD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4109997363 | PhoneNum |
| Signature | 2023-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EILEEN | PersonFirstNm |
| Person Last | ERSTAD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY CPA | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | PhoneNum |
| Preparation | 2023-10-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ZINA JACQUE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 816 CONNECTICUT AVE NW 7TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,500,162 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NATIONALSENIORCAMPUSES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE ADVISORY SERVICES AND STRATEGIC VISION TO ITS SUPPORTED ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,500,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,500,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $162 | CYOtherRevenueAmt |
| PY Total Revenue | $5,500,000 | PYTotalRevenueAmt |
| CY Total Revenue | $5,500,162 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,900 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $27,893 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,979,992 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,063,121 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,630,738 | PYOtherExpensesAmt |
| CY Other Expenses | $1,777,617 | CYOtherExpensesAmt |
| PY Total Expenses | $3,632,630 | PYTotalExpensesAmt |
| CY Total Expenses | $3,868,631 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,867,370 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,631,531 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,329,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,169,612 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,569,431 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,778,196 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,759,885 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,391,416 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $571,582 | ExpenseAmt |
| Grant | $27,893 | GrantAmt |
| Revenue | $5,500,000 | RevenueAmt |
| Desc | MANAGEMENT AND ADVISORY SERVICES, PROVIDING STRATEGIC VISION AND DIRECTION, DEVELOPING AND MONITORING OVERALL POLICIES AND GUIDELINES FOR OPERATIONS AND STANDARDS OF CARE, AND EXTENDING SENIOR HOUSING TO LOCATIONS WHERE IT IS NEEDED. | Desc |
| Total Program Service Expenses | $571,582 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022274000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| FREDERICK W HAAS | |||||||||
| DIRECTOR (THRU 3/31/22) | 11.60 | 3.80 | Yes (X) | $37,500 | $0 | $0 | |||
| JAMES P HAYES | |||||||||
| VICE CHAIR (THRU 3/31/22) | 6.60 | 1.90 | Yes (X) | $38,125 | $0 | $0 | Yes (X) | ||
| C JACKSON BAIN | |||||||||
| DIRECTOR | 4.00 | 2.70 | Yes (X) | $87,500 | $0 | $0 | |||
| BARBARA C BISGAIER | |||||||||
| DIRECTOR | 6.60 | 3.00 | Yes (X) | $110,000 | $0 | $0 | |||
| MARY D COLINS | |||||||||
| SECRETARY | 4.50 | 3.30 | Yes (X) | $150,000 | $0 | $0 | Yes (X) | ||
| EILEEN G ERSTAD | |||||||||
| TREASURER | 17.50 | 4.30 | Yes (X) | $161,875 | $0 | $0 | Yes (X) | ||
| REV DR ZINA JACQUE | |||||||||
| CHAIR | 8.10 | 3.00 | Yes (X) | $187,500 | $0 | $0 | Yes (X) | ||
| STEPHANIE L REEL | |||||||||
| VICE CHAIR | 5.90 | 3.30 | Yes (X) | $134,315 | $0 | $0 | Yes (X) | ||
| MICHAEL W ROSKIEWICZ | |||||||||
| DIRECTOR | 3.90 | 3.40 | Yes (X) | $100,000 | $0 | $0 | |||
| ARNOLD SPEERT | |||||||||
| DIRECTOR | 3.80 | 2.50 | Yes (X) | $90,000 | $0 | $0 | |||
| PATRICIA M BROWN | |||||||||
| DIRECTOR (BEG 4/1/22) | 5.60 | 1.60 | Yes (X) | $76,833 | $0 | $0 | |||
| PAMELA D PAULK | |||||||||
| DIRECTOR (BEG 4/1/22) | 4.60 | 1.60 | Yes (X) | $76,833 | $0 | $0 | |||
| MONTY C LEONARD | |||||||||
| DIRECTOR (BEG 4/1/22) | 6.80 | 3.50 | Yes (X) | $76,833 | $0 | $0 | |||
| DANIEL TYLER | |||||||||
| DIRECTOR OF FINANCE | 40.00 | $262,446 | $0 | $16,944 | Yes (X) | ||||
| SCOTT SAWICKI | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $272,829 | $0 | $33,617 | Yes (X) | ||||
| DIANE ROTOLO | |||||||||
| OPERATIONS DIRECTOR | 40.00 | $219,580 | $0 | $3,961 | Yes (X) | ||||
| MICHELLE BOHREER | |||||||||
| FORMER CHAIR & PRESIDENT | 0.00 | $135,625 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,217,794 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $54,522 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITEFORD TAYLOR & PRESTON LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEVEN SAINT PAUL STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL | ServicesDesc |
| Compensation | $1,027,817 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SYSTEM FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,500,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,500,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,500,000 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $162 | TotalRevenueColumnAmt |
| Exclusion | $162 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $162 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,500,162 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,500,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $162 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,893 | TotalAmt |
| Program Services | $27,893 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,839,636 | TotalAmt |
| Management And General | $1,839,636 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,334 | TotalAmt |
| Management And General | $135,334 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,567 | TotalAmt |
| Management And General | $3,567 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394 | TotalAmt |
| Management And General | $394 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,190 | TotalAmt |
| Management And General | $84,190 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074,839 | TotalAmt |
| Program Services | $415,897 | ProgramServicesAmt |
| Management And General | $658,942 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,382 | TotalAmt |
| Management And General | $50,382 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,565 | TotalAmt |
| Program Services | $6,350 | ProgramServicesAmt |
| Management And General | $294,215 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,967 | TotalAmt |
| Program Services | $672 | ProgramServicesAmt |
| Management And General | $32,295 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,039 | TotalAmt |
| Management And General | $116,039 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,897 | TotalAmt |
| Program Services | $65,147 | ProgramServicesAmt |
| Management And General | $15,750 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,299 | TotalAmt |
| Program Services | $38,126 | ProgramServicesAmt |
| Management And General | $6,173 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,128 | TotalAmt |
| Management And General | $10,128 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,698 | TotalAmt |
| Management And General | $3,698 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOKS & SUBSCRIPTIONS | Desc |
| Total | $33,425 | TotalAmt |
| Management And General | $33,425 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,378 | TotalAmt |
| Program Services | $17,497 | ProgramServicesAmt |
| Management And General | $12,881 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,868,631 | TotalAmt |
| Program Services | $571,582 | ProgramServicesAmt |
| Management And General | $3,297,049 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,247,394 | BOYAmt |
| EOY | $9,542,031 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,932 | BOYAmt |
| EOY | $3,024 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $57,401 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,385 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,947 | BOYAmt |
| EOY | $39,016 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,043 | BOYAmt |
| EOY | $585,541 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,329,316 | BOYAmt |
| EOY | $10,169,612 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,431 | BOYAmt |
| EOY | $117,797 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,375,000 | BOYAmt |
| EOY | $1,660,399 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,569,431 | BOYAmt |
| EOY | $1,778,196 | 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 | $6,759,885 | BOYAmt |
| EOY | $8,391,416 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,759,885 | BOYAmt |
| EOY | $8,391,416 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,329,316 | BOYAmt |
| EOY | $10,169,612 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,631,531 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 16 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (16 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ANN'S CHOICE INC | ||||
| 522324152 | 10 | Yes (1) | $382,844 | $0 |
| ASHBY PONDS INC | ||||
| 205609803 | 10 | Yes (1) | $367,430 | $0 |
| BROOKSBY VILLAGE INC | ||||
| 522126755 | 10 | Yes (1) | $391,621 | $0 |
| CEDAR CREST VILLAGE INC | ||||
| 522184915 | 10 | Yes (1) | $431,139 | $0 |
| EAGLE'S TRACE INC | ||||
| 030498683 | 10 | Yes (1) | $212,350 | $0 |
| FOX RUN VILLAGE INC | ||||
| 522291271 | 10 | Yes (1) | $287,584 | $0 |
| GREENSPRING VILLAGE INC | ||||
| 522095427 | 10 | Yes (1) | $420,571 | $0 |
| HIGHLAND SPRINGS INC | ||||
| 510536892 | 10 | Yes (1) | $257,349 | $0 |
| LANTERN HILL INC | ||||
| 371742780 | 10 | Yes (1) | $172,612 | $0 |
| LINDEN PONDS INC | ||||
| 141849849 | 10 | Yes (1) | $315,149 | $0 |
| MARIS GROVE INC | ||||
| 550878964 | 10 | Yes (1) | $368,241 | $0 |
| OAK CREST VILLAGE INC | ||||
| 521874053 | 10 | Yes (1) | $437,176 | $0 |
| RIDERWOOD VILLAGE INC | ||||
| 522126753 | 10 | Yes (1) | $590,789 | $0 |
| SEABROOK VILLAGE INC | ||||
| 522126751 | 10 | Yes (1) | $312,971 | $0 |
| TALLGRASS CREEK INC | ||||
| 870765641 | 10 | Yes (1) | $179,981 | $0 |
| WIND CREST INC | ||||
| 510549976 | 10 | Yes (1) | $369,582 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 16 | SupportedOrganizationsTotalCnt |
| Support Sum | $5,497,389 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | 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 Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, SECTION E, LINE 3A: | PURSUANT TO EACH SUPPORTED ORGANZATION'S BYLAWS, NSC IS THE SOLE MEMBER. THE BOARDS OF THE SUPPORTED ORGANIZATIONS MAY SUBMIT NOMINATIONS TO NSC FOR CONSIDERATION, BUT NSC HAS COMPLETE DISCRETION IN APPOINTING THE BOARDS OF THE SUPPORTED ORGANIZATIONS. THE NSC BOARD ELECTS ONE OF ITS MEMBERS, KNOWN AS THE "NSC DIRECTOR", TO THE BOARD OF EACH SUPORTED ORGANIZATION. SUPPORTED ORGANIZATION BOARDS ELECT THEIR OWN OFFICERS FROM AMONG THEIR MEMBERS. |
| SCHEDULE A, SECTION E, LINE 3B: | IN 2022, NSC OPERATED WITH FIVE ADVISORY COMMITTEES: AUDIT, INVESTMENT & TREASURY; BUDGET & FINANCE; GOVERNANCE & INTERNAL AFFAIRS; OPERATIONS & RISK MANAGEMENT; AND STRATEGIC PLANNING. THE CHAIRS OF THE ADVISORY COMMITTEES ARE MEMBERS OF THE NSC BOARD. THEY PRESENT THE THINKING OF THE NSC BOARD TO THEIR COMMITTEES AND REPORT BACK ON COMMITTEE PROJECTS AND WORK PRODUCTS AS WELL AS INFORMATION SHARED BY THE COMMITTEE MEMBERS. ALL BOARD POLICIES ADOPTED BY THE COMMUNITY BOARDS ORIGINATE WITH ONE OF THESE ADVISORY COMMITTEES AND ARE APPROVED BY THE NSC BOARD. THE COMMUNITIES PARTICIPATION IN THE NSC ADVISORY COMMITTEES ENABLES THEM TO PROVIDE INPUT TO NSC ON ISSUES IN COMMON TO SOME OR ALL OF THE COMMUNITIES. THIS STRUCTURE ALLOWS THE NSC BOARD TO EXERCISE A SUBSTANTIAL DEGREE OF DIRECTION OF THE POLICIES, PROGRAMS AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. |
| SCHEDULE A, SECTION D, LINE 3: | THE AUDIT, INVESTMENT & TREASURY ADVISORY COMMITTEE AND THE BUDGET & FINANCE ADVISORY COMMITTEE EACH HAD AT LEAST ONE DIRECTOR FROM EACH COMMUNITY SERVING ON THE COMMITTEE IN 2022. THE AUDIT, INVESTMENT & TREASURY ADVISORY COMMITTEE RECOMMENDS CHANGES TO THE INVESTMENT POLICY THAT ARE ADOPTED INITIALLY BY NSC AND THEN BY ALL OF THE SUPPORTED COMMUNITIES. LIKEWISE, THE BUDGET & FINANCE ADVISORY COMMITTEE IS ACTIVELY INVOLVED IN THE CREATION AND OVERSIGHT OF THE BUDGET FOR SHARED SERVICES AND THE ALLOCATION OF SHARED COSTS AMONG THE COMMUNITIES. THEY ALSO PROVIDE ADVICE TO COMMUNITY BOARDS WHEN THEY HAVE ACTIVITIES OF A FINANCIAL NATURE. THE CHAIRS OF THESE TWO COMMITTEES ARE NSC BOARD MEMBERS. |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,401 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,385 | DepreciationAmt |
| Book Value | $39,016 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,016 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $19,294 |
| DUE FROM COMMUNITIES | $32,811 |
| RIGHT OF USE ASSET | $533,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $585,541 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED SYSTEM FEES | $1,100,000 |
| LEASE LIABILITY | $560,399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,660,399 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (6 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 SAWICKI | ||||||||||||||
| EXECUTIVE DIRECTOR | $227,829 | $0 | $45,000 | $0 | $0 | $0 | $4,864 | $0 | $28,753 | $0 | $306,446 | $0 | $0 | $0 |
| DANIEL TYLER | ||||||||||||||
| DIRECTOR OF FINANCE | $213,946 | $0 | $48,500 | $0 | $0 | $0 | $4,500 | $0 | $12,444 | $0 | $279,390 | $0 | $0 | $0 |
| DIANE ROTOLO | ||||||||||||||
| OPERATIONS DIRECTOR | $180,080 | $0 | $39,500 | $0 | $0 | $0 | $3,567 | $0 | $394 | $0 | $223,541 | $0 | $0 | $0 |
| REV DR ZINA JACQUE | ||||||||||||||
| CHAIR | $187,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $187,500 | $0 | $0 | $0 |
| EILEEN G ERSTAD | ||||||||||||||
| TREASURER | $161,875 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $161,875 | $0 | $0 | $0 |
| MICHELLE BOHREER | ||||||||||||||
| FORMER CHAIR & PRESIDENT | $0 | $0 | $0 | $0 | $135,625 | $0 | $0 | $0 | $0 | $0 | $135,625 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | SEVERANCE PAYMENT, MICHELLE BOHREER - $135,625. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1: | BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION. MISSION STATEMENT-HOME IS BELONGING, PEACE OF MIND, LOVE AND ACCEPTANCE. WELCOME HOME! VISION STATEMENT-NSC CELEBRATES AGING! GROUNDED IN INCLUSION, INNOVATION AND ADVOCACY, WE CREATE UNPARALLELED VALUE AND OPPORTUNITIES FOR EVERY LIFE WE TOUCH. WE LEVERAGE OUR STRONG FINANCIAL FOUNDATON AND GOVERNANCE FOR THE BENEFIT OF SENIORS AND THOSE WHO SUPPORT THEM. |
| FORM 990, PART VI, SECTION A, LINE 1A | IF THERE ARE MATERIAL DIFFERENCES IN VOTING RIGHTS AMONG MEMBERS OF THE GOVERNING BODY, OR IF THE GOVERNING BODY DELEGATED BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE OR SIMILAR COMMITTEE, EXPLAIN IN SCHEDULE O. UNDER THE BYLAWS OF THE ORGANIZATION, THE BOARD HAS DELEGATED AUTHORITY TO AN EXECUTIVE COMMITTEE COMPRISED OF THE ORGANIZATION'S CHAIR, VICE CHAIR, SECRETARY AND TREASURER. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ALL OF THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE ORGANIZATION EXCEPT FOR THOSE ACTIONS RESERVED SOLELY TO THE DIRECTORS UNDER THE GENERAL LAWS OF THE STATE OF MARYLAND. THE EXECUTIVE COMMITTEE CAN ONLY TAKE ACTION ON BEHALF OF THE FULL BOARD IN AN EMERGENCY. |
| FORM 990, PART VI, SECTION A, LINE 4 | DID THE ORGANIZATION MAKE ANY SIGNIFICANT CHANGES TO ITS GOVERNING DOCUMENTS SINCE THE PRIOR FORM 990 WAS FILED? THE NSC BYLAWS WERE AMENDED IN JANUARY 2022 AS OUTLINED BELOW: - CHANGED THE INITIAL TERM OF A DIRECTOR TO 1 YEAR. - ADDED TERM LIMITS FOR NEW DIRECTORS OF THREE 3-YEAR TERMS. - ADDED AN OPTION TO ELECT NEW DIRECTORS AS NON-VOTING DIRECTORS. - REDUCED THE REQUIRED NOTICE FOR A BOARD MEETING FROM 48 TO 24 HOURS. - RESTRICTED THE EXECUTIVE COMMITTEE TO ONLY TAKE ACTION ON BEHALF OF THE FULL BOARD IN AN EMERGENCY. - ADDED A VICE PRESIDENT POSITION. - ADDED A REQUIREMENT THAT THE CHAIR AND VICE CHAIR SERVE AT LEAST 2 YEARS AS A DIRECTOR BEFORE ELECTION TO THOSE OFFICES. - CHANGED THE TERM OF THE CHAIR TO 2 YEARS AND ADDED A LIMIT OF TWO 2-YEAR TERMS. - CHANGED THE TERM OF THE VICE CHAIR TO 2 YEARS AND CLARIFIED THE ROLE OF THE VICE CHAIR. - ADDED THAT THE PRESIDENT AND VICE PRESIDENT SERVE AS CHAIR AND VICE CHAIR, RESPECTIVELY, OF THE BOARD. - CHANGED THE TERMS OF ALL OTHER OFFICERS TO 2 YEARS. |
| FORM 990, PART VI, SECTION B, LINE 11B | HAS THE ORGANIZATION PROVIDED A COMPLETE COPY OF THIS FORM 990 TO ALL MEMBERS OF ITS GOVERNING BODY BEFORE FILING THE FORM? THE CHAIR OF THE AUDIT, INVESTMENT, AND TREASURY COMMITTEE APPOINTS THE REVIEWERS OF THE FORM 990. ONCE THOSE REVIEWS ARE COMPLETE, THE FULL BOARD IS GIVEN THE OPPORTUNITY TO REVIEW THE FINAL VERSION OF FORM 990 AND ASK QUESTIONS OF THE REVIEWERS REGARDING THE FORM. ONCE ALL REVIEWS ARE COMPLETE AND ALL QUESTIONS ANSWERED, THE FORM IS ELECTRONICALLY FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | DID THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY? NATIONAL SENIOR COMMUNITIES, INC.'S CONFLICT OF INTEREST POLICY COVERS ALL DIRECTORS, OFFICERS, KEY EMPLOYEES, EMPLOYEES AND VOLUNTEERS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER NATIONAL SENIOR COMMUNITIES, INC.'S AFFAIRS, COMMITTEE MEMBERS, AND PROSPECTIVE DIRECTORS. EACH COVERED PERSON COMPLETES A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY AND AS POTENTIAL CONFLICTS ARISE DURING THE YEAR. THESE STATEMENTS ARE REVIEWED BY THE BOARD CHAIR. IF THE CONFLICT INVOLVES A COVERED EMPLOYEE, THE CHAIR DETERMINES WHETHER A CONFLICT EXISTS AND, IF SO, HOW IT IS TO BE HANDLED, OR THE CHAIR MAY REFER THE MATTER TO THE BOARD OF DIRECTORS FOR CONSIDERATION. FOR ALL OTHER CONFLICTS, THE BOARD OF DIRECTORS OR A COMMITTEE OF DISINTERESTED DIRECTORS WILL DETERMINE WHETHER A CONFLICT ACTUALLY EXISTS. A COVERED PERSON MAY NOT PARTICIPATE IN ANY DISCUSSION OR DEBATE BY THE BOARD BUT MAY ANSWER QUESTIONS OR PROVIDE CLARIFYING INFORMATION UNLESS ANY BOARD MEMBER OBJECTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | DID THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL, OR OTHER OFFICERS OR KEY EMPLOYEES, INCLUDE A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION? THE BOARD HAS APPROVED A DIRECTORS' COMPENSATION POLICY WHICH ESTABLISHES THE PROCESS BY WHICH ALL DIRECTOR COMPENSATION IS DETERMINED. A REVIEW OF THE DIRECTORS' COMPENSATION IS CONDUCTED EACH FISCAL YEAR. COMPENSATION IS APPROACHED ON AN OVERALL BASIS AND THE TOTAL VALUE OF ALL FORMS OF COMPENSATION IS ESTABLISHED AND MONITORED. AN INDEPENDENT COMPENSATION CONSULTANT IS PERIODICALLY RETAINED TO PERFORM AN ANALYSIS OF NATIONAL SENIOR COMMUNITIES, INC.'S (NSC) COMPENSATION USING COMPARABLES OF BOTH FOR-PROFIT AND NON-PROFIT PEERS. A COMMITTEE OF THE NSC BOARD REVIEWS THE CONSULTANT'S REPORT AND MAKES A RECOMMENDATION TO NSC AS TO APPROPRIATE COMPENSATION OF DIRECTORS. THE FULL BOARD HAS ACCESS TO NSC'S CONSULTANT'S REPORT AND AN OPPORTUNITY TO QUESTION THE CONSULTANT ABOUT THE PROCESS, METRICS, AND COMPARABLES THAT WERE USED IN DETERMINING THE RECOMMENDED COMPENSATION. THE BOARD THEN VOTES ON THE COMPENSATION RECOMMENDATIONS AND A CONTEMPORANEOUS RECORD IS MADE OF THE MEETING AND THE VOTE. A NEW COMPENSATION STUDY WAS UNDERTAKEN IN THE FALL OF 2021 WHICH DID NOT RECOMMEND ANY CHANGE TO THE CURRENT STRUCTURE. |
| FORM 990, PART VI, SECTION C, LINE 19 | DESCRIBE WHETHER (AND IF SO, HOW) THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC DURING THE TAX YEAR. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO REVIEW FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| NSC - AVERY POINT LLC | |||||||||
| 816 CONNECTICUT AVE NW 7TH FLOOR | WASHINGTON | DC | 20006 | 844972993 | HOLD PARTNERSHIP INTEREST | MD | $0 | $0 | NATIONAL SENIOR COMMUNITIES INC |
| NSC - SIENA LAKES LLC | |||||||||
| 816 CONNECTICUT AVE NW 7TH FLOOR | WASHINGTON | DC | 20006 | 844996586 | HOLD PARTNERSHIP INTEREST | MD | $0 | $0 | NATIONAL SENIOR COMMUNITIES INC |
| NSC - WINDSOR RUN LLC | |||||||||
| 816 CONNECTICUT AVE NW 7TH FLOOR | WASHINGTON | DC | 20006 | 844954320 | HOLD PARTNERSHIP INTEREST | MD | $0 | $0 | NATIONAL SENIOR COMMUNITIES INC |
| NSC - THE GRANDVIEW LLC | |||||||||
| 816 CONNECTICUT AVE NW 7TH FLOOR | WASHINGTON | DC | 20006 | 923310216 | HOLD PARTNERSHIP INTEREST | MD | $0 | $0 | NATIONAL SENIOR COMMUNITIES INC |
| NSC - WOODLEIGH CHASE LLC | |||||||||
| 816 CONNECTICUT AVE NW 7TH FLOOR | WASHINGTON | DC | 20006 | 923327915 | HOLD PARTNERSHIP INTEREST | MD | $0 | $0 | NATIONAL SENIOR COMMUNITIES INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (20 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ANN'S CHOICE INC | ||||||||||
| 10000 ANNS CHOICE WAY | WARMINSTER | PA | 18974 | 522095427 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| ASHBY PONDS INC | ||||||||||
| 21170 ASHBY PONDS BLVD | ASHBURN | VA | 20147 | 205609803 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| AVERY POINT INC | ||||||||||
| 1000 AVERY POINT WAY | RICHMOND | VA | 23233 | 922254866 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| BETHESDA NSC RETIREMENT COMMUNITY INC | ||||||||||
| 816 CONNECTICUT AVE NW 7TH FL | WASHINGTON | DC | 20006 | 922205771 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| BROOKSBY VILLAGE INC | ||||||||||
| 100 BROOKSBY VILLAGE DRIVE | PEABODY | MA | 01960 | 522126755 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| CEDAR CREST VILLAGE INC | ||||||||||
| 1 CEDAR CREST VILLAGE DRIVE | POMPTON PLAINS | NJ | 07444 | 522184915 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| EAGLE'S TRACE INC | ||||||||||
| 14703 EAGLE VISTA DRIVE | HOUSTON | TX | 77077 | 030498683 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| FAIRFAX NSC RETIREMENT COMMUNITY INC | ||||||||||
| 816 CONNECTICUT AVE NW 7TH FL | WASHINGTON | DC | 20006 | 922217836 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| FOX RUN VILLAGE INC | ||||||||||
| 41000 13 MILE ROAD | NOVI | MI | 48377 | 522291271 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| GREENSPRING VILLAGE INC | ||||||||||
| 7440 SPRING VILLAGE DRIVE | SPRINGFIELD | VA | 22150 | 522095427 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| HIGHLAND SPRINGS INC | ||||||||||
| 8000 FRANKFORD ROAD | DALLAS | TX | 75252 | 510536892 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| LANTERN HILL INC | ||||||||||
| 535 MOUNTAIN AVENUE | NEW PROVIDENCE | NJ | 07974 | 371742780 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| LINDEN PONDS INC | ||||||||||
| 300 LINDEN PONDS WAY | HINGHAM | MA | 02043 | 141849849 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| MARIS GROVE INC | ||||||||||
| 100 MARIS GROVE WAY | GLEN MILLS | PA | 19342 | 550878964 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| MATTHEWS NSC RETIREMENT COMMUNITY INC | ||||||||||
| 816 CONNECTICUT AVE NW 7TH FL | WASHINGTON | DC | 20006 | 922269292 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| OAK CREST VILLAGE INC | ||||||||||
| 8800 WALTHER BOULEVARD | PARKVILLE | MD | 21234 | 521874053 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| RIDERWOOD VILLAGE INC | ||||||||||
| 3110 GRACEFIELD ROAD | SILVER SPRING | MD | 20904 | 522126753 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| SEABROOK VILLAGE INC | ||||||||||
| 3000 ESSEX ROAD | TINTON FALLS | NJ | 07753 | 522126751 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| TALLGRASS CREEK INC | ||||||||||
| 13800 METCALF AVENUE | OVERLAND PARK | KS | 66223 | 870765641 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
| WIND CREST INC | ||||||||||
| 3235 MILL VISTA ROAD | HIGHLANDS RANCH | CO | 80129 | 510549976 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 11 | NATIONAL SENIOR COMMUNITIES INC | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| NATIONAL CCRC BUSINESS TRUST I | ||||||||||
| 701 MAIDEN CHOICE LANE | BALTIMORE | MD | 21228 | 266455718 | CHARITABLE BUSINESS TRUST | MD | NATIONAL SENIOR COMMUNITIES INC | EXCLUDED | 0 | Yes (1) |
| NATIONAL CCRC STATUTORY TIER IV TRUST | ||||||||||
| 701 MAIDEN CHOICE LANE | BALTIMORE | MD | 21228 | 853943847 | CHARITABLE BUSINESS TRUST | MD | NATIONAL SENIOR COMMUNITIES INC | EXCLUDED | 0 | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TALON BAR COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 MAIDEN CHOICE LANE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562500131 | EIN |
| Primary Activities | TO HOLD LIQUOR LICENSE FOR EAGLE'S TRACE | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAGLE'S TRACE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (22 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ANN'S CHOICE INC | ||
| L | $382,844 | FMV |
| ASHBY PONDS INC | ||
| L | $367,430 | FMV |
| ASHBY PONDS INC | ||
| B | $14,149 | FMV |
| BROOKSBY VILLAGE INC | ||
| L | $391,621 | FMV |
| CEDAR CREST VILLAGE INC | ||
| L | $431,139 | FMV |
| EAGLE'S TRACE INC | ||
| L | $212,350 | FMV |
| EAGLE'S TRACE INC | ||
| B | $5,254 | FMV |
| FOX RUN VILLAGE INC | ||
| B | $29,260 | FMV |
| FOX RUN VILLAGE INC | ||
| L | $287,584 | FMV |
| GREENSPRING VILLAGE INC | ||
| L | $420,571 | FMV |
| HIGHLAND SPRINGS INC | ||
| L | $257,349 | FMV |
| HIGHLAND SPRINGS INC | ||
| B | $32,053 | FMV |
| LANTERN HILL INC | ||
| L | $172,612 | FMV |
| LINDEN PONDS INC | ||
| L | $315,149 | FMV |
| MARIS GROVE INC | ||
| B | $30,143 | FMV |
| MARIS GROVE INC | ||
| L | $368,241 | FMV |
| OAK CREST VILLAGE INC | ||
| L | $437,176 | FMV |
| RIDERWOOD VILLAGE INC | ||
| L | $590,789 | FMV |
| SEABROOK VILLAGE INC | ||
| L | $312,971 | FMV |
| TALLGRASS CREEK INC | ||
| L | $179,981 | FMV |
| WIND CREST INC | ||
| B | $39,472 | FMV |
| WIND CREST INC | ||
| L | $369,582 | FMV |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R, PART III: | NATIONAL SENIOR COMMUNITIES, INC. IS THE SOLE TRUSTEE OF THE NATIONAL CCRC BUSINESS TRUST I AND HAS EXCLUSIVE MANAGEMENT AND CONTROL OF THE TRUST. THE TRUST IS TREATED AS A PARTNERSHIP FOR FEDERAL TAX PURPOSES. |
| SCHEDULE R, PART III: | NATIONAL SENIOR COMMUNITIES, INC. IS THE SOLE TRUSTEE OF THE NATIONAL CCRC STATUTORY TIER IV TRUST AND HAS EXCLUSIVE MANAGEMENT AND CONTROL OF THE TRUST. THE TRUST IS TREATED AS A PARTNERSHIP FOR FEDERAL TAX PURPOSES. |
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