2021-11-12T06:35:29-06:00 2020-12-31 222428965 CITRIN COOPERMAN & COMPANY LLP 2 BETHESDA METRO CENTER 11TH FLOOR BETHESDA MD 20814 990 2020-01-01 530207036 THE METHODIST HOME OF THE DISTRICT OF COLUMBIA METH 2029667623 4901 CONNECTICUT AVENUE NW WASHINGTON DC 20008 SCOTT TAYLOR CFO 2029667623 2021-11-10 1 SCOTT TAYLOR 999009999 BRIAN J GIGANTI P00646609 3016549000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z FOREST HILLS OF DC TINA SANDRI 4901 CONNECTICUT AVENUE NW WASHINGTON DC 20008 21963518 0 X WWW.FORESTHILLSDC.ORG X 1889 DC TO CONTINUALLY GROW AS A SUPPORTIVE COMMUNITY THAT INSPIRES AND ENGAGES SENIORS. 16 16 221 29 0 0 1592715 1286142 12857253 15158639 1630375 243932 -15393 0 16064950 16688713 0 0 0 0 6439378 7086080 0 0 0 8893667 9059114 15333045 16145194 731905 543519 40238331 39800326 26315608 24058032 13922723 15742294 TO PROVIDE QUALITY CARE AND SERVICES FOR SENIORS AND THEIR FAMILIES IN THE GREATER WASHINGTON DC AREA. 0 0 9418037 11511973 TO PROVIDE LONG-TERM HEALTH CARE SERVICES TO ITS RESIDENTS WHO ARERETIRED, AGED, OR REQUIRED REHABILITATION OR POST ACUTE CARE. THEHOME IS LICENSED FOR 115 RESIDENTS. 3668198 3646666 TO PROVIDE A SPECIALIZED CARE PROGRAM FOR RESIDENTS WITHALZHEIMER'S DISEASE OR DEMENTIA. THERE ARE 33 ASSISTED-LIVINGPRIVATE APARTMENTS. 13086235 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 41 0 1 221 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X SCOTT TAYLOR CFO 2029667623 4901 CONNECTICUT AVENUE WASHINGTON DC 20008 BARBARA GAY TRUSTEE 0.35 X 0 0 0 BENTLEY LYNN VICE PRESIDENT 0.42 X X 0 0 0 DEBORAH ROYSTER TREASURER (FORMER) 0.27 X X 0 0 0 EDWARD MOPSIK MD TRUSTEE 0.38 X 0 0 0 ERIC COLBERT TRUSTEE 0.08 X 0 0 0 HENRY SLAUSON TRUSTEE 0.08 X 0 0 0 ISABELLA FIRTH SHYCOFF PRESIDENT 0.60 X X 0 0 0 JONATHAN HANSEN TREASURER 0.63 X X 0 0 0 JULIE EDWARDS TRUSTEE 0.35 X 0 0 0 MARGARITA MUZZALL TRUSTEE 0.42 X 0 0 0 RICHARD ARROWSMITH TRUSTEE 0.60 X 0 0 0 RON GLADNEY TRUSTEE 0.31 X 0 0 0 SUSAN AXLEROAD SECRETARY 0.60 X X 0 0 0 TIM SANDERS TRUSTEE 0.08 X 0 0 0 TOM MITCHELL PRESIDENT EMERITUS (FORMER) 0.08 X X 0 0 0 VINCENT G DESIDERIO JR MD TRUSTEE 0.42 X 0 0 0 CRYSTAL SCOTT ADMINISTRATOR 40.00 X 100791 0 0 JANICE JOHNSON DIRECTOR OF NURSING 40.00 X 134524 0 4036 MARY SAVOY EXECUTIVE DIRECTOR (FORMER) 40.00 X 183330 0 1520 SCOTT TAYLOR CHIEF FINANCIAL OFFICER 40.00 X 159615 0 10735 TINA SANDRI CHIEF EXECUTIVE OFFICER 40.00 X 138461 0 2537 ALIMALU S JALLOH NURSE 40.00 X 118585 0 9024 LIBABATU SULLEY NURSE 40.00 X 110102 0 3303 MARIE ANUMBONDEM NURSE 40.00 X 118139 0 3544 MICHEL JEAN NOUTAT NURSE 40.00 X 105606 0 3168 1169153 0 37867 9 0 1 0 UNIDINE CORP(FLIK LIFESTYLESMORRISON) 1000 WASHINGTON STREET STE 510 BOSTON MA 02118 DIETARY PROVIDER 1264869 EMS LLC 6240 OLD DOBBIN LANE STE 110 COLUMBIA MD 21045 HOUSEKEEPING AND MAINTENANCE 956708 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 606941985 PHYSICAL THERAPY 820969 REVEL ENTERPRISES INC 5900 PRINCESS GARDEN PKWY 660 LANHAM MD 20706 SECURITY 198828 J&J RESIDENTIAL CONTRACTING 824 CRITTENDEN ST NE WASHINGTON DC 20017 CONSTRUCTION 195435 8 1189800 96342 8294 1286142 RESIDENT REVENUE 623000 15158639 15158639 15158639 320320 320320 5198417 5274805 -76388 -76388 -76388 16688713 15158639 0 243932 X 735549 351879 383670 5316962 4825324 491638 87607 76599 11008 471736 402141 69595 474226 392804 81422 29938 29938 73620 73620 37516 37516 2500440 1999910 500530 118479 118479 679075 462567 216508 168675 168675 2733407 2211371 522036 26314 26314 1275575 1083598 191977 96629 19775 76854 OTHER RESIDENCE CARE CO 710093 704333 5760 TAXES & LICENSES 329574 327373 2201 MISCELLANEOUS 149231 98013 51218 BAD DEBT 130548 130548 16145194 13086235 3058959 0 276521 1900146 4864696 2630071 1607858 1741028 1459674 1274828 15719 162166 108354 97938 44262287 25350337 19614108 18911950 11749359 12591364 542042 490835 40238331 39800326 1449554 1721681 15000 0 24830000 22120000 21054 216351 26315608 24058032 X 11741468 13412320 2181255 2329974 13922723 15742294 40238331 39800326 X 543519 1147882 128170 X X 0 1 X 1 0 X 106554 72179 236423 1592715 1286142 3294013 14896117 14704804 14652522 12857253 15158639 72269335 15002671 14776983 14888945 14449968 16444781 75563348 0 3146170 3564661 2727679 6248956 4483932 20171398 3146170 3564661 2727679 6248956 4483932 20171398 55391950 414119 414859 489051 514570 320320 2152919 414119 414859 489051 514570 320320 2152919 15416790 15191842 15377996 14964538 16765101 77716267 0.71270 0.72430 0.02770 0.02890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2314220 291652 2605872 1966101 348119 2314220 2052103 -86002 1966101 1807195 244908 2052103 1681619 125576 1807195 0.83070 0.16930 0.00000 1 0 3005993 3005993 36683691 21877976 14805715 292282 237939 54343 4280321 3234422 1045899 18911950 OBLIGATION UNDER CAPITAL LEASE 89545 REFUNDABLE ADVANCE 126806 216351 X 17927249 1147882 128170 1276052 16651197 37516 37516 16688713 16107678 0 16107678 37516 37516 16145194 PART V, LINE 4: THE PRINCIPAL AND INCOME OF VARIOUS TRUSTS ARE TO BE USED FOR DIFFERENT PURPOSES SUCH AS, SUPPORT OF INDIGENT RESIDENTS, CHARITABLE PURPOSES OF THE HOME, SPECIAL FOOD TREATS FOR THE RESIDENTS, BENEFIT OF THE MEMBERS OF THE ELDBROOKE AND METROPOLITAN UMC CHURCHES RESIDING AT THE HOME AND OTHER PURPOSES AS EACH GOVERNING BOARD SHALL DETERMINE APPROPRIATE. PART X, LINE 2: THE HOME IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AND FROM STATE INCOME TAX. AS A NOT-FOR-PROFIT ENTITY, THE HOME IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"), IF APPLICABLE. THE HOME RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX BENEFITS IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES. UNDER THAT GUIDANCE, THE HOME ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES, AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX BENEFITS IS ADJUSTED WHEN NEW INFORMATION IS AVAILABLE OR WHEN AN EVENT OCCURS THAT REQUIRES A CHANGE. MANAGEMENT HAS EVALUATED THE HOME'S TAX POSITIONS AND HAS CONCLUDED THAT THE HOME HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET DECREASE IN PRESENT VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 128,170. X X 0 0 0 0 0 0 0 0 0 MARY SAVOY EXECUTIVE DIRECTOR (FORMER) 183330 0 0 0 0 0 0 0 1520 0 184850 0 0 0 SCOTT TAYLOR CHIEF FINANCIAL OFFICER 159615 0 0 0 0 0 4788 0 5947 0 170350 0 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR'S COMPENSATION IS SET BY A FORMAL COMMITTEE OF THE BOARD, NONE OF WHOSE MEMBERS ARE DISQUALIFIED PERSONS. THE COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S SELF-EVALUATION, ITS OWN EVALUATION OF HIS OR HER PERFORMANCE, AND INFORMATION ON COMPENSATION AT COMPARABLE ORGANIZATIONS. THE COMMITTEE THEN DETERMINES THE APPROPRIATE ADJUSTMENT IN THE EXECUTIVE DIRECTOR'S COMPENSATION AND SET GOALS FOR THE COMING YEAR. A DISTRICT OF COLUMBIA 536001131 25483VPQ1 2015-06-26 25262139 REFUNDING PRIOR ISSUE 0 0 0 B DISTRICT OF COLUMBIA 536001131 2548396H1 2009-12-01 2000000 FACILITY FOR ALZHEIMERS PATIENTS 0 0 0 A 25262139 2433315 1 0 1 1 B 2000000 2000000 40000 1614219 0 0 1 1 A 0 0 1 1 0 0 0 1 B 0 0 1 1 0 0 0 1 A 0 0 0 1 0 0 1 TRANSAMERICA ASSET MANAGEMENT 30.000000000000 1 0 1 B 0 0 0 1 0 0 0 0 A 1 B 1 PART II, LINE 4 GROSS PROCEEDS INCLUDE TRANSFERRED PROCEEDS FROM THE REFUNDED BONDS. PART IV, LINE 2C JUNE 24, 2020 FORM 990, PART VI, SECTION B, LINE 11B AFTER CFO REVIEW, THE FORM 990 DRAFT IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF TRUSTEES ELECTRONICALLY FOR THEIR REVIEW AND COMMENT. PRIOR TO FILING, ALL BOARD MEMBERS ARE INVITED TO ATTEND AT THEIR OPTION A MEETING FOR A COMPREHENSIVE AND INTERACTIVE REVIEW OF THE FINAL DRAFT. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS SET BY A FORMAL COMMITTEE OF THE BOARD, NONE OF WHOSE MEMBERS ARE DISQUALIFIED PERSONS. THE COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S SELF-EVALUATION, ITS OWN EVALUATION OF HIS OR HER PERFORMANCE, AND INFORMATION ON COMPENSATION AT COMPARABLE ORGANIZATIONS. THE COMMITTEE THEN DETERMINES THE APPROPRIATE ADJUSTMENT IN THE EXECUTIVE DIRECTOR'S COMPENSATION AND SET GOALS FOR THE COMING YEAR. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G DIETARY PROVIDER: PROGRAM SERVICE EXPENSES 843,582. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 843,582. REHAB THERAPY: PROGRAM SERVICE EXPENSES 842,657. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 842,657. SECURITY: PROGRAM SERVICE EXPENSES 102,143. MANAGEMENT AND GENERAL EXPENSES 102,143. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 204,286. OTHER FEES: PROGRAM SERVICE EXPENSES 211,528. MANAGEMENT AND GENERAL EXPENSES 398,387. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 609,915. FORM 990, PART XI, LINE 9: NET INCREASE IN PRESENT VALUE OF BENEFICIAL INTEREST PERPETUAL TRUSTS 128,170. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES IN THE PROCESS BY WHICH THE AUDIT COMMITTEE CONDUCTS AND APPROVES THE AUDIT.