2020-11-11T07:23:08-06:00 2019-12-31 540737372 PBMARES LLP 500 E PRATT STREET SUITE 525 BALTIMORE MD 21202 990 2019-01-01 521802714 NATIONAL INVESTMENT CENTER FOR SENIORS HOUSING & CARE INC NATI 4102670504 ONE PARK PLACE NO 450 ANNAPOLIS MD 21401 BRIAN JURUTKA CEO 4102670504 2020-11-03 1 TODD LEVEY P01467848 4106596200 2020-11-03 X 209.10.80.132 2020-11-03 08:41:38 ES P 9C2DCFAB224C8B7B54ABB5F277D9B9AAEECC8C8F D506DC8B52ECCEE0928B2885E5FBBE44EFFCC40C 2019 2021-01-29 14:40:06Z X BRIAN JURUTKA ONE PARK PLACE NO 450 ANNAPOLIS MD 21401 19882820 0 X WWW.NIC.ORG X 1992 MD TO ENABLE THE ACCESS AND CHOICE OF AMERICA'S SENIORS IN THEIR HOUSING AND CARE BY PROVIDING DATA, ANALYTICS AND CONNECTIONS THAT BRING TOGETHER INVESTORS AND PROVIDERS IN THE SECTOR. 21 19 65 140 0 0 0 30000 18388294 19706528 88004 93669 0 3316 18476298 19833513 246784 139600 0 0 7060294 7729417 0 0 0 10772538 13081944 18079616 20950961 396682 -1117448 13543105 13626818 7132676 8298518 6410429 5328300 TO ENABLE THE ACCESS AND CHOICE OF AMERICA'S SENIORS IN THEIR HOUSING AND CARE BY PROVIDING DATA, ANALYTICS AND CONNECTIONS THAT BRING TOGETHER INVESTORS AND PROVIDERS IN THE SECTOR. 0 0 8539602 13055050 NATIONAL CONFERENCE AND EDUCATIONAL EVENTS - CONFERENCES AND EDUCATIONAL EVENTS ARE HELD TO EXCHANGE INFORMATION RELATED TO NIC'S EXEMPT PURPOSE. THE CONFERENCES AND EDUCATIONAL EVENTS ADVANCE NIC'S CHARITABLE AND EDUCATIONAL MISSION TO PROMOTE AVAILABILITY AND QUALITY OF HOUSING AND CARE FOR AMERICA'S ELDERS BY PROVIDING A FORUM FOR THE PUBLICATION OF DATA AND ANALYTICS WHICH COMPRESS THE COST OF CAPITAL FOR SENIORS HOUSING AND CARE ORGANIZATIONS, PROMOTE EDUCATION ON THE CRITICAL ROLE OF OPERATIONS AND OPERATORS IN THE QUALITY AND SUCCESS OF SENIORS HOUSING AND CARE, AND PROVIDE A FORUM FOR THE DEVELOPMENT OF LEADERS IN SENIORS HOUSING AND CARE. 7257469 6505338 MARKET AREA PROFILES SUBSCRIPTION SERVICE - NIC INDUSTRY DATA REVENUE RECEIVED FROM MAP, WHICH PROVIDES HISTORICAL TIME SERIES DATA ON AGGREGATED OPERATIONAL AND FINANCIAL PERFORMANCE OF SENIORS HOUSING AND CARE FACILITIES. MAP ADVANCES NIC'S CHARITABLE AND EDUCATIONAL MISSION TO MAKE SENIORS HOUSING AND CARE SETTINGS AND SERVICES AVAILABLE TO A GREATER PERCENTAGE OF AMERICA'S ELDERS BY PROVIDING INCREASED TRANSPARENCY FROM RELIABLE DATA AND ANALYTICS WHICH SERVE TO INCREASE THE AVAILABILITY OF CAPITAL AND TO COMPRESS THE COST OF CAPITAL FOR SENIORS HOUSING AND CARE ORGANIZATIONS. 2660597 139600 146140 RESEARCH SERVICES - REVENUE RECEIVED FROM SUPPORT OF RESEARCH PROJECTS, RESEARCH STUDIES, AND SPONSORSHIPS OF RESEARCH PUBLICATIONS. NIC'S RESEARCH ADVANCES NIC'S CHARITABLE AND EDUCATIONAL MISSION BY INCREASING TRANSPARENCY, ENABLING ACCESS AND CHOICE FOR AMERICA'S ELDERS, ENCOURAGING LEADERSHIP DEVELOPMENT , AND FOSTERING INNOVATION IN SENIORS HOUSING AND CARE. 18457668 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 56 0 1 65 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRIAN JURUTKA 4102670504 ONE PARK PLACE SUITE 450 ANNAPOLIS MD 21401 ROBERT KRAMER FOUNDER AND ADVISOR 50.00 X 552394 0 52463 BRIAN JURUTKA PRESIDENT AND CEO 50.00 X X 515397 0 44035 ELIZABETH MACE CHIEF ECONOMIST 50.00 X 377035 0 18620 CHARLES HARRY CHIEF OPERATING OFFICER 58.00 X 374279 0 28501 DANIEL RANEY DIRECTOR PRODUCT AND TECH 60.00 X 205325 0 39615 MARY ANN DONAGHY CCHIEF MARKETING & COMMS-THRU 9/19 55.00 X 205597 0 16731 AMBER JACOBS NIC MAP SALES DIRECTOR 55.00 X 185479 0 12667 PRISCILLA HAMMETT SR DIRECTOR, FINANCE & ADMIN 40.00 X 168363 0 31411 JOSHUA HARNESS MAP ACCOUNT EXECUTIVE 40.00 X 157070 0 20942 WILLIAM KAUFFMAN SR. PRINCIPAL RESEARCH 50.00 X 154932 0 33454 LANA PECK SR. PRINCIPAL REASEARCH 50.00 X 140783 0 28909 LEIGH ANNA GERAGHTY SR. APP ADMIN.& DEVELOPER 45.00 X 129958 0 37292 LUCIDA BAIER BOARD MEMBER 0.40 X 0 0 0 BRIAN BECKWITH BOARD MEMBER 0.40 X 0 0 0 JACK CALLISON BOARD VICE CHAIR 2.00 X X 0 0 0 TIM FOX TREASURER 2.00 X X 0 0 0 BJ HAUSWALD BOARD MEMBER 0.40 X 0 0 0 STEVEN INSOFT BOARD MEMBER 0.40 X 0 0 0 IMRAN JAVAID BOARD MEMBER 0.40 X 0 0 0 MERCEDES KERR BOARD MEMBER 0.40 X 0 0 0 MIKE MCCURRY BOARD MEMBER 0.40 X 0 0 0 DAVID NASH BOARD MEMBER 0.40 X 0 0 0 CAROLYN NAZDIN BOARD MEMBER 0.40 X 0 0 0 KURT READ BOARD CHAIR 2.00 X X 0 0 0 JAMES SEYMOUR BOARD SECRETARY 1.00 X X 0 0 0 SUSAN BARLOW BOARD ASSISTANT SECRETARY 0.40 X X 0 0 0 DAVE BOITANO BOARD MEMBER 0.40 X 0 0 0 KAI HSIAO BOARD MEMBER 0.40 X 0 0 0 JOHN RIJOS BOARD SECRETARY 1.00 X X 0 0 0 KENNETH SEGARNICK EX-OFFICIO,OAB REPRESENTATIVE 0.40 X 0 0 0 KENDALL YOUNG BOARD MEMBER 0.40 X 0 0 0 3166612 0 364640 13 0 1 0 SHERATON CHICAGO HOTEL 301 EAST NORTH WATER ST CHICAGO IL 60611 FALL CONFERENCE 1195998 ACCENTURE 161 N CLARK STREET CHICAGO IL 60601 CONSULTING SERVICES 1091057 SUNSTONE PARK LESSEE (HILTON SAN DIEGO) ONE PARK BLVD SAN DIEGO CA 92101 SPRING CONFERENCE 906602 STEELCASE 901 44TH STREET SE GRAND RAPIDS MI 49508 CONFERENCE SERVICES 830595 NTC MAZZUCA CONTRACTING INC 10907 GUILFORD RD SUITE A ANNAPOLIS JUNCTION MD 20701 GENERAL CONTRACTOR-OFFICE BUILDOUT 724800 20 30000 30000 CONFERENCES AND EVENTS 900099 13055050 13055050 MAP INCOME 900099 6505338 6505338 RESEARCH INCOME 900099 146140 146140 19706528 141826 141826 1150 49307 -48157 -48157 -48157 MISC. REVENUE-RELATED-990 900099 3316 3316 3316 19833513 19706528 0 96985 X 139600 139600 2629766 2118684 511082 4114289 3429465 684824 245634 213220 32414 312023 277811 34212 427705 362271 65434 335809 174904 160905 29825 29825 3702020 3546267 155753 660744 647558 13186 785396 705794 79602 757411 736900 20511 456352 358716 97636 497796 453525 44271 4346331 4136444 209887 831 26 805 1319359 1010887 308472 65017 28847 36170 DUES AND SUBSCRIPTIONS 124553 116249 8304 BAD DEBT EXPENSE 500 500 20950961 18457668 2493293 0 3695198 2694367 199834 74667 81030 248345 291333 6587963 3797677 1856118 2790286 7282726 7491789 186217 278013 13543105 13626818 2054966 2433095 4915155 4942427 162555 922996 7132676 8298518 X 6410429 5328300 6410429 5328300 13543105 13626818 -1117448 35319 0 X X 0 1 X 1 0 X 30000 30000 12532568 14564251 16412984 18388294 19706528 81604625 12532568 14564251 16412984 18388294 19736528 81634625 0 0 0 81634625 20928 38857 50993 88004 141826 340608 20928 38857 50993 88004 141826 340608 12553496 14603108 16463977 18476298 19878354 81975233 0.99580 0.99690 0.00420 0.00310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1036558 27497 1009061 529235 242895 286340 5022170 3527285 1494885 2790286 MUTUAL FUNDS 7303355 F ASSETS HELD FOR DEFERRED COMPENSATION 188434 F 7491789 DEFERRED COMPENSATION PAYABLE 188434 DEFERRED RENT LIABILITY 734562 922996 X 19881670 0 19881670 -48157 -48157 19833513 20999118 48157 48157 20950961 0 20950961 PART X, LINE 2: THE ORGANIZATION IS A NON-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CONTRIBUTIONS TO THE ORGANIZATION QUALIFY FOR A CHARITABLE CONTRIBUTION DEDUCTION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE ORGANIZATION HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018. FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION'S MANAGEMENT HAS EVALUATED THE IMPACT OF THIS GUIDANCE TO ITS FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. THE ORGANIZATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES, IN INTEREST EXPENSE AND OTHER EXPENSES, RESPECTIVELY. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSALS -48,157. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSALS 48,157. 0 MILKEN INSTITUTE 1250 FOURTH ST SANTA MONICA CA 90401 954240775 501(C)(3) 40000 SCHOLARSHIP FUND WASHINGTON STATE UNIVERSITY 2580 NE GRIMES WAY PULLMAN WA 99163 911075542 20000 RESEARCH SPONSORSHIP ALZHEIMERS ASSOCIATION 8180 GREENSBORO DRIVE MCLEAN VA 22102 133039601 501(C)(3) 10000 GENERAL OPERATIONS REAL ESTATE RESEARCH INSTITUTE 100 PEARL ST HARTFORD CT 06103 133415691 501(C)(3) 6000 RESEARCH SPONSORSHIP UNIVERSITY OF SOUTHERN CA LEONARD DAVIS SCHOOL 3715 MCCLINTOCK AVE LOS ANGELES CA 90089 951642394 20000 SCHOLARSHIP FUND 3 2 X X X X X X 0 0 0 1 0 0 0 0 0 ROBERT KRAMER FOUNDER AND ADVISOR 351133 0 200000 0 1261 0 16800 0 35663 0 604857 0 0 0 BRIAN JURUTKA PRESIDENT AND CEO 340307 0 175000 0 90 0 16800 0 27235 0 559432 0 0 0 ELIZABETH MACE CHIEF ECONOMIST 251639 0 125000 0 396 0 16800 0 1820 0 395655 0 0 0 CHARLES HARRY CHIEF OPERATING OFFICER 249021 0 125000 0 258 0 16800 0 11701 0 402780 0 0 0 DANIEL RANEY DIRECTOR PRODUCT AND TECH 170198 0 35012 0 115 0 12750 0 26865 0 244940 0 0 0 MARY ANN DONAGHY CCHIEF MARKETING & COMMS-THRU 9/19 114747 0 90667 0 183 0 6264 0 10467 0 222328 0 0 0 AMBER JACOBS NIC MAP SALES DIRECTOR 130208 0 0 0 55271 0 11124 0 1543 0 198146 0 0 0 PRISCILLA HAMMETT SR DIRECTOR, FINANCE & ADMIN 139931 0 27999 0 433 0 10399 0 21012 0 199774 0 0 0 JOSHUA HARNESS MAP ACCOUNT EXECUTIVE 76402 0 0 0 80668 0 9560 0 11382 0 178012 0 0 0 WILLIAM KAUFFMAN SR. PRINCIPAL RESEARCH 128722 0 26125 0 85 0 9680 0 23774 0 188386 0 0 0 LANA PECK SR. PRINCIPAL REASEARCH 118843 0 21825 0 115 0 8832 0 20077 0 169692 0 0 0 LEIGH ANNA GERAGHTY SR. APP ADMIN.& DEVELOPER 120959 0 8836 0 163 0 8330 0 28962 0 167250 0 0 0 PART I, LINE 5 SOME EMPLOYEES ARE PAID COMMISSIONS BASED ON SALES IN ADDITION TO SALARY BASE. MARY ANN DONAGHY CONSULTANT AFTER LEAVING EMPLOYMENT 73812 CONSULTANT 0 KIMBERLY SUMNER CONSULTANT AFTER LEAVING EMPLOYMENT 148128 CONSULTANT 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD REVIEWS FORM 990 PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST TO NIC'S BOARD OR A COMMITTEE THEREOF. NIC'S CONFLICT OF INTEREST POLICY AND AN ANNUAL STATEMENT AFFIRMING RECEIPT OF THE POLICY AND THE INDIVIDUAL'S AGREEMENT TO COMPLY ARE SENT TO THE DIRECTORS AND OFFICERS FOR COMPLETION UPON BEING ELECTED OR APPOINTED AS A DIRECTOR OR OFFICER, AND ANNUALLY THEREAFTER. ALL CONFLICT OF INTEREST DISCLOSURES ARE REVIEWED BY NIC'S EXECUTIVE COMMITTEE. THOSE INDIVIDUALS DETERMINED TO HAVE AN ACTUAL CONFLICT OF INTEREST WITH RESPECT TO A PARTICULAR TRANSACTION OR DECISION ARE REQUIRED TO RECUSE THEMSELVES FROM DISCUSSION AND VOTING ON SUCH TRANSACTION OR DECISION. FORM 990, PART VI, SECTION B, LINE 15 THERE IS A COMPENSATION COMMITTEE OF THE BOARD THAT REVIEWS AND RECOMMENDS SALARIES & BENEFITS ON AN ANNUAL BASIS FOR THE CEO, PRESIDENT & OTHER KEY EMPLOYEES OF THE ORGANIZATION IN DETERMINING SUCH COMPENSATION. THE COMMITTEE RETAINS THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT. THIS CONSULTANT CONDUCTS A COMPENSATION STUDY ON A FREQUENCY NOT GREATER THAN EVERY 5 YEARS WHICH INCLUDED SALARIES AND BENEFITS FOR SIMILAR POSITIONS WITH OTHER NON PROFIT ORGANIZATIONS BASED ON REVIEW OF THEIR FORM 990S AND OTHER RESEARCH. THE COMPENSATION COMMITTEE WORKED WITH THE ORGANIZATION'S OUTSIDE ATTORNEY TO DEVELOP A WRITTEN EMPLOYMENT CONTRACT FOR THE PRESIDENT AND CEO. THESE CONTRACTS WERE APPROVED BY THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL VIDEO SERVICES : PROGRAM SERVICE EXPENSES 138,586. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 138,586. DATA COLLECTION FEES : PROGRAM SERVICE EXPENSES 773,304. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 773,304. EVENT SUPPORT : PROGRAM SERVICE EXPENSES 500,142. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 500,142. OTHER SUPPORT SERVICES : PROGRAM SERVICE EXPENSES 1,348,394. MANAGEMENT AND GENERAL EXPENSES 10,251. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,358,645. TEMPORARY HELP : PROGRAM SERVICE EXPENSES 166,669. MANAGEMENT AND GENERAL EXPENSES 10,528. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 177,197. PROFESSIONAL SPEAKER FEES : PROGRAM SERVICE EXPENSES 619,172. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 619,172. RECRUITING SERVICES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 81,782. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 81,782. HR SERVICES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 53,192. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,192. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS FROM PRIOR YEARS.