2020-11-12T11:09:42-06:00 2019-12-31 222428965 CITRIN COOPERMAN & COMPANY LLP 2 BETHESDA METRO CENTER 11TH FLOOR BETHESDA MD 20814 990 2019-01-01 530207036 THE METHODIST HOME OF THE DISTRICT OF COLUMBIA METH 2029667623 4901 CONNECTICUT AVENUE NW WASHINGTON DC 20008 SCOTT TAYLOR CFO 2029667623 2020-11-11 1 BRIAN J GIGANTI P00646609 3016549000 71.191.40.50 2020-11-11 10:42:59 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 420964208AAFB4389A8F7E80799655FC98E45CF9 2019 2021-01-29 14:40:06Z FOREST HILLS OF DC TINA SANDRI 4901 CONNECTICUT AVENUE NW WASHINGTON DC 20008 30601072 0 X WWW.FORESTHILLSDC.ORG X 1889 DC TO CREATE A SAFE, COMPASSIONATE, AND SUPPORTIVE COMMUNITY THAT INSPIRES SENIORS TO REMAIN ACTIVE AND HEALTHY. 11 11 190 26 0 0 236423 1592715 14652522 12857253 1330657 1630375 -2014 -15393 16217588 16064950 0 0 0 0 6504355 6439378 0 0 0 8801940 8893667 15306295 15333045 911293 731905 39371430 40238331 27077158 26315608 12294272 13922723 X TO BUILD A NATIONAL RECOGNITION AS A PREMIER PROVIDER OF QUALITY SERVICES FOR SENIORS AND THEIR FAMILIES. THE ORGANIZATION STRIVES TO LOOK FOR NEW AND BETTER WAYS TO ACHIEVE EXCELLENCE WITHIN A CULTURE THAT SUPPORTS PERSON-CENTERED CARE AND SUPPORT. 0 0 8798959 9707499 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. 3732456 3149754 TO PROVIDE A SPECIALIZED CARE PROGRAM FOR RESIDENTS WITHALZHEIMER'S DISEASE OR DEMENTIA. THERE ARE 33 ASSISTED-LIVINGPRIVATE APARTMENTS. 12531415 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 45 0 1 190 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 MD X SCOTT TAYLOR CFO 2029667623 4901 CONNECTICUT AVENUE WASHINGTON DC 20008 TOM MITCHELL PRESIDENT EMERITUS 0.23 X X 0 0 0 ISABELLA FIRTH SHYCOFF PRESIDENT 0.31 X X 0 0 0 DAN GOLDSTEIN TREASURER (FORMER) 0.04 X X 0 0 0 DEBORAH ROYSTER TREASURER 0.23 X X 0 0 0 SUSAN AXLEROAD SECRETARY 0.31 X X 0 0 0 BENTLEY LYNN VICE PRESIDENT 0.27 X X 0 0 0 VINCENT G DESIDERIO JR MD TRUSTEE 0.23 X 0 0 0 NANCY BILATTO TRUSTEE 0.08 X 0 0 0 AMY OVIEDO TRUSTEE 0.08 X 0 0 0 EDWARD MOPSIK MD TRUSTEE 0.23 X 0 0 0 ANTOINETE FORD TRUSTEE 0.12 X 0 0 0 JULIE EDWARDS TRUSTEE 0.15 X 0 0 0 RICHARD ARROWSMITH TRUSTEE 0.04 X 0 0 0 DAVID KYLLO TRUSTEE 0.08 X 0 0 0 MARY SAVOY EXECUTIVE DIRECTOR 40.00 X 173796 0 13966 SCOTT TAYLOR CHIEF FINANCIAL OFFICER 40.00 X 87793 0 2779 DIANA LOWE CHIEF FINANCIAL OFFICER (FORMER) 40.00 X 94347 0 6997 WANDA MITCHELL DIRECTOR OF NURSING 40.00 X 143921 0 4512 JANICE JOHNSON NURSE EDUCATOR 40.00 X 110313 0 3502 GLORIA ODUAH NURSE SUPERVISOR 40.00 X 106505 0 11574 716675 0 43330 4 0 1 0 UNIDINE CORP(FLIK LIFESTYLESMORRISON) 1000 WASHINGTON STREET STE 510 BOSTON MA 02118 DIETARY PROVIDER 1453458 EMS LLC 6240 OLD DOBBIN LANE STE 110 COLUMBIA MD 21045 HOUSEKEEPING AND MAINTENANCE 1055284 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 606941985 PHYSICAL THERAPY 255165 FLAGSHIP REHABILITATION 157 BALTIMORE STREET SUITE 201 CUMBERLAND MD 21502 PHYSICAL THERAPY 251112 REVEL ENTERPRISES INC 5900 PRINCESS GARDEN PKWY 660 LANHAM MD 20706 SECURITY 185938 7 29993 1562722 1592715 RESIDENT REVENUE 623000 12857253 12857253 12857253 514570 514570 15624776 14508971 1115805 1115805 1115805 11758 29993 27151 -15393 -15393 16064950 12857253 0 1614982 X 379679 71350 308329 5099030 4602418 496612 114005 103764 10241 417010 365009 52001 429654 368657 60997 110767 110767 82350 82350 9528 9528 2064903 1744694 320209 55533 55533 493222 302211 191011 167830 167830 2904396 2360509 543887 8310 8310 8768 8768 1435608 1211911 223697 103875 20928 82947 OTHER RESIDENCE CARE CO 810449 804689 5760 TAXES & LICENSES 323833 316951 6882 BAD DEBT 188659 188659 MISCELLANEOUS 125636 69665 55971 15333045 12531415 2801630 0 518627 276521 3320743 4864696 1425355 1607858 869937 1459674 15719 15719 102094 108354 43787242 24173134 20693044 19614108 11738658 11749359 687253 542042 39371430 40238331 1516920 1449554 18460 15000 25510000 24830000 31778 21054 27077158 26315608 X 10310682 11741468 1983590 2181255 12294272 13922723 39371430 40238331 X 731905 714043 182503 X X 0 1 X 1 0 X 123223 106554 72179 236423 1592715 2131094 14850250 14896117 14704804 14652522 12857253 71960946 14973473 15002671 14776983 14888945 14449968 74092040 0 3146170 3146170 3564661 2727679 6248956 18833636 3146170 3146170 3564661 2727679 6248956 18833636 55258404 371603 414119 414859 489051 514570 2204202 371603 414119 414859 489051 514570 2204202 15345076 15416790 15191842 15377996 14964538 76296242 0.72430 0.76540 0.02890 0.02950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1966101 348119 2314220 2052103 -86002 1966101 1807195 244908 2052103 1681619 125576 1807195 1637662 43957 1681619 0.80940 0.19060 0.00000 1 0 3005993 3005993 36285922 20877225 15408697 260612 203988 56624 4234715 3091921 1142794 19614108 OBLIGATION UNDER CAPITAL LEASE 21054 21054 X 16979119 714043 209654 923697 16055422 9528 9528 16064950 15350668 27151 27151 15323517 9528 9528 15333045 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 182,503. EXPENSES RELATED TO FUND RAISING EVENTS 27,151. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUND-RAISING EXPENSES 27,151. GOLF 41751 29993 11758 27151 41751 29993 11758 27151 27151 -15393 X X 0 0 0 0 0 0 0 0 0 MARY SAVOY EXECUTIVE DIRECTOR 173796 0 0 0 0 0 5214 0 8752 0 187762 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 1751616 1 0 1 1 B 2000000 168172 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 JULY 25, 2019 ALLEN-MITCHELL AND COMPANY BOARD OF TRUSTEES PRESIDENT EMERITUS (NON-VOTING) IS PRESIDENT/OWNER OF CO. 28180 REPAIRS & MAINTENANCE 0 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 942,352. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 942,352. REHAB THERAPY: PROGRAM SERVICE EXPENSES 521,972. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 521,972. SECURITY: PROGRAM SERVICE EXPENSES 95,298. MANAGEMENT AND GENERAL EXPENSES 95,298. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 190,596. OTHER FEES: PROGRAM SERVICE EXPENSES 185,072. MANAGEMENT AND GENERAL EXPENSES 224,911. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 409,983. FORM 990, PART XI, LINE 9: NET INCREASE IN PRESENT VALUE OF BENEFICIAL INTEREST PERPETUAL TRUSTS 182,503. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES IN THE PROCESS BY WHICH THE AUDIT COMMITTEE CONDUCTS AND APPROVES THE AUDIT.