SHADY REST CARE PAVILION INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SHADY REST CARE PAVILION INC (EIN 65-0850574)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-08-14
IRS object ID
201802269349300750
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2018-08-14T07:23:18-05:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592213319PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SUPLEE SHEA CRAMER & ROCKLEIN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1800 SOUTH OSPREY AVENUEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP342367834ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650850574EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHADY REST CARE PAVILION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHADBusinessNameControlTxt
Phone2399318401PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12310 NORTH AIRPORT ROADAddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33907ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWESTON EDWARDSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2399318401PhoneNum
Signature2018-08-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS R CRAMERPreparerPersonNm
PTINP00456445PTIN
Phone9413663600PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1PAGE REHABILITATION AND HEALTHCARE CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerWESTON EDWARDSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12310 N AIRPORT RDAddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33907ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$16,526,551GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionOPERATION OF A SKILLED NURSING FACILITYActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee444TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$16,540,449PYProgramServiceRevenueAmt
CY Program Service Revenue$16,465,779CYProgramServiceRevenueAmt
PY Investment Income$4,231PYInvestmentIncomeAmt
CY Investment Income$7,937CYInvestmentIncomeAmt
PY Other Revenue$13,506PYOtherRevenueAmt
CY Other Revenue$52,835CYOtherRevenueAmt
PY Total Revenue$16,558,186PYTotalRevenueAmt
CY Total Revenue$16,526,551CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$10,495,006PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$10,345,558CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,741,089PYOtherExpensesAmt
CY Other Expenses$7,172,945CYOtherExpensesAmt
PY Total Expenses$16,236,095PYTotalExpensesAmt
CY Total Expenses$17,518,503CYTotalExpensesAmt
PY Revenues Less Expenses$322,091PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$991,952CYRevenuesLessExpensesAmt
Total Assets BOY$9,585,817TotalAssetsBOYAmt
Total Assets EOY$8,391,688TotalAssetsEOYAmt
Total Liabilities BOY$2,225,078TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,085,030TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,360,739NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,306,658NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE SKILLED NURSING CARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$17,518,503ExpenseAmt
Revenue$16,518,614RevenueAmt
DescPROVIDE SKILLED NURSING CAREDesc
Total Program Service Expenses$17,518,503TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document47IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee444EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FONDA POTTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2399318406PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12310 NORTH AIRPORT ROAD FT MYERSAddressLine1Txt
CityFT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33907ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ROBERT L MURRAY
CHAIR2.00Yes (X)$0$0$0
ROBERT C MCCURDY
VICE CHAIR2.00Yes (X)$0$0$0
SHEILA CARLSON
TREASURER2.00Yes (X)$0$0$0
SANDRA WHARTON
SECRETARY2.00Yes (X)$0$0$0
ARIE J VANDUIJN
DIRECTOR1.00Yes (X)$0$0$0
JO STECHER
DIRECTOR1.00Yes (X)$0$0$0
WESTON EDWARDS
PRESIDENT/CEO20.00$153,666$0$10,602Yes (X)
FONDA POTTS
CFO40.00$150,505$0$9,827Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$304,171TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$20,429TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
EVERGREEN REHABILITATION LLC
136 ST MATTHEWS AVENUE SUITE 300LOUISVILLEKY40207THERAPY SERVICES$1,052,336
OMNICARE INC
PO BOX 78000DETROITMI482781668PATIENT PHARMACEUTICALS$1,006,133
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescRESIDENT REVENUEDesc
Business623000BusinessCd
Total Revenue Column$16,465,779TotalRevenueColumnAmt
Related Or Exempt Func Income$16,465,779RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$16,465,779TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,937TotalRevenueColumnAmt
Exclusion$7,937ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business623000BusinessCd
Total Revenue Column$52,835TotalRevenueColumnAmt
Related Or Exempt Func Income$52,835RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$52,835OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,526,551TotalRevenueColumnAmt
Related Or Exempt Func Income$16,518,614RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,937ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$317,077TotalAmt
Program Services$317,077ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$8,303,125TotalAmt
Program Services$8,303,125ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$170,807TotalAmt
Program Services$170,807ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$903,444TotalAmt
Program Services$903,444ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$651,105TotalAmt
Program Services$651,105ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$17,327TotalAmt
Program Services$17,327ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$33,490TotalAmt
Program Services$33,490ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$218,720TotalAmt
Program Services$218,720ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,145TotalAmt
Program Services$9,145ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$510,000TotalAmt
Program Services$510,000ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$22,364TotalAmt
Program Services$22,364ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$19,986TotalAmt
Program Services$19,986ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,679TotalAmt
Program Services$7,679ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$246,247TotalAmt
Program Services$246,247ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
PURCHASED SERVICES$1,937,264$1,937,264
OTHER SUPPLIES$1,917,271$1,917,271
OTHER SERVICES$1,029,288$1,029,288
BAD DEBTS$764,909$764,909

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$439,255TotalAmt
Program Services$439,255ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,518,503TotalAmt
Program Services$17,518,503ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$631,363BOYAmt
EOY$211,770EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$306,848BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,114,438BOYAmt
EOY$2,870,702EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$110,927BOYAmt
EOY$99,118EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$137,893BOYAmt
EOY$122,614EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,284,348BOYAmt
EOY$5,087,484EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,585,817BOYAmt
EOY$8,391,688EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$997,714BOYAmt
EOY$1,294,321EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$300,000BOYAmt
EOY$750,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$927,364BOYAmt
EOY$1,040,709EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,225,078BOYAmt
EOY$3,085,030EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,360,739BOYAmt
EOY$5,306,658EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,360,739BOYAmt
EOY$5,306,658EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,585,817BOYAmt
EOY$8,391,688EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$991,952ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$1,062,129PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,135,824CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,488,599CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,661,816CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,540,449CurrentTaxYearMinus1YearAmt
Current Tax Year$16,465,779CurrentTaxYearAmt
Total$80,292,467TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,135,824CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,488,599CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,661,816CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,540,449CurrentTaxYearMinus1YearAmt
Current Tax Year$16,465,779CurrentTaxYearAmt
Total$80,292,467TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$80,292,467PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,912CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,478CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,479CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,231CurrentTaxYearMinus1YearAmt
Current Tax Year$7,938CurrentTaxYearAmt
Total$29,038TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,912CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,478CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,479CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,231CurrentTaxYearMinus1YearAmt
Current Tax Year$7,938CurrentTaxYearAmt
Total$29,038TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,125CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$53,635CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,127CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,506CurrentTaxYearMinus1YearAmt
Current Tax Year$52,835CurrentTaxYearAmt
Total$242,228TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,205,861CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,546,712CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,726,422CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,558,186CurrentTaxYearMinus1YearAmt
Current Tax Year$16,526,552CurrentTaxYearAmt
Total$80,563,733TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99660PublicSupportCY509Pct
Public Support PY5090.99670PublicSupportPY509Pct
Investment Income CY0.00040InvestmentIncomeCYPct
Investment Income PY0.00040InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
ACCOUNTS RECEIVABLE - OTHER$94,346
DUE FROM SHADY REST FOUNDATION, INC.$4,774,031
DUE FROM PAGE HEALTHCARE, INC.$2,878
DUE FROM ALL ABOUT HOME CARE, INC.$216,229
FieldValueIRS element (for citing)
Total Book Value Other Assets$5,087,484TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescACCRUED EXPENSESDesc
Amt$1,040,709Amt
FieldValueIRS element (for citing)
Total Liability$1,040,709TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$16,526,551TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$16,526,551RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$16,526,551TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$17,518,503TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$17,518,503ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$17,518,503TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, LINE 2B:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION HAS A RESIDENT PERSONAL FUNDS ACCOUNT REQUIRED BY REGULATION FOR SKILLED NURSING HOME FACILITIES. THE BALANCE IN THE FUND AT 9/30/17 WAS $16,659. THE INDIVIDUAL ACCOUNTS CAN BE ESTABLISHED BY RESIDENTS AND FUNDS ARE HELD UNTIL THEY ARE EITHER WITHDRAWN BY THE RESIDENT OR DISTRIBUTED TO THE RESIDENT OR PERSONAL REPRESENTATIVE UPON DEATH OR DISCHARGE FROM THE FACILITY. THE FACILITY HOLDS THE FUNDS IN AN INTEREST-BEARING BANK ACCOUNT DETERMINED BY THE FACILITY AND INTEREST IS ALLOCATED MONTHLY TO THE INDIVIDUAL ACCOUNTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WESTON EDWARDS
PRESIDENT/CEO$136,433$0$0$0$17,233$0$6,822$0$3,780$0$164,268$0$0$0
FONDA POTTS
CFO$121,670$0$0$0$28,835$0$6,084$0$3,743$0$160,332$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BAN INDEPENDENT ACCOUNTING FIRM PREPARES THE FORM 990 AND RETURNS THE DRAFT TO MANAGEMENT OF THE ORGANIZATION. MANAGEMENT CHECKS THE RETURN AND HAS ANY SUGGESTED CHANGES MADE BEFORE DISTRIBUTING IT TO THE BOD MEMBERS. THE RETURN IS SENT TO ALL BOD MEMBERS WITH THEIR MONTHLY BOARD PACKETS SO THAT THE RETURN CAN BE REVIEWED BEFORE THE MONTHLY BOD MEETING. AT THE MEETING, AN OVERVIEW OF THE RETURN IS PROVIDED AND ANY QUESTIONS ARE ANSWERED. AFTER THE BOARD MEETING, THE 990 IS FILED.
FORM 990, PART VI, SECTION B, LINE 15THE PROCESS TO DETERMINE COMPENSATION FOR THE CEO (TOP MANAGEMENT OFFICIAL) IS DIRECTED BY THE EXECUTIVE COMMITTEE OF THE BOD. THE EVALUATION IS DONE AFTER THE FINANCIAL AUDIT IS COMPLETED EACH FISCAL YEAR AND REPRESENTS MEASURABLE JOB PERFORMANCE STANDARDS. A REFERENCE BOOK, NURSING HOME SALARY AND BENEFITS REPORT, IS ORDERED EACH YEAR AND IS USED AS A BENCHMARK FOR ALL LEVELS OF MANAGEMENT AND STAFF FOR HIRING AND MARKET FACTOR INCREASES. IN ADDITION, MARKET FACTOR SURVEYS ARE CONDUCTED ANNUALLY BY THE HUMAN RESOURCES DEPARTMENT AND DATA IS OBTAINED FROM SIMILAR ORGANIZATIONS IN OUR GEOGRAPHIC AREA. OTHER OFFICERS OR KEY EMPLOYEES ARE EVALUATED ANNUALLY IN WRITING ACCORDING TO THEIR JOB DESCRIPTIONS BY THEIR SUPERVISORS. IF MERIT INCREASES ARE BEING GIVEN TO MANAGERS, THE MERIT INCREASES ARE GIVEN ACCORDING TO A SCALE OF POINTS EARNED AND USING THE SAME PERCENTAGE INCREASES AS ALL STAFF AND MANAGEMENT RECEIVE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION HAS CERTAIN GOVERNANCE INFORMATION AVAILABLE THROUGH THE CORPORATE FILING WITH THE STATE AND THE REPORTING CONTAINED IN THE 990. IN ADDITION, THE ANNUAL FINANCIAL AUDIT IS AVAILABLE AND DISTRIBUTED TO INTERESTED PARTIES (INSURANCE COMPANIES, BANKS, ETC.) IN ANY ADMINISTRATIVE MEETING OF THE ORGANIZATION, A FINANCIAL UPDATE IS PROVIDED. EACH MONTH IN FAMILY COUNCIL, A FINANCIAL REPORT IS GIVEN TO THE FAMILIES THAT ATTEND. THE PRESIDENT/CEO IS INTERVIEWED ROUTINELY BY THE NEWS MEDIA IN REGARD TO REIMBURSEMENT ISSUES, AND SHARES FINANCIAL INFORMATION REGARDING THE FINANCIAL IMPACT ON THE ORGANIZATION. AS FAR AS THE ANNUAL AHCA SURVEY INFORMATION, IT IS BOTH AVAILABLE IN THE FACILITY LOBBY FOR INTERESTED PARTIES AND POSTED ON THE MEDICARE.GOV WEBSITE.
FORM 990, PART XI, LINE 8:THE MANAGEMENT OF THE COMPANIES RECORDED A PREVIOUSLY UNRECORDED LIABILITY THAT EXISTED AS OF SEPTEMBER 30, 2016 FOR CERTAIN PAYROLL TAX LIABILITIES INCURRED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2016. THE PAYROLL TAX LIABILITIES IDENTIFIED, ALONG WITH PENALTIES AND INTEREST, WERE PAID IN FULL DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2017. BECAUSE OF THE UNDERSTATEMENT OF LIABILITIES, THE PREVIOUSLY REPORTED AMOUNTS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2016 HAVE BEEN ADJUSTED TO REFLECT A LIABILITY FOR AN ADDITIONAL ACCRUED EXPENSE OF $1,062,129 AND THE CORRESPONDING OPERATING EXPENSES RELATED TO FRINGE BENEFITS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
SHADY REST FOUNDATION INC
2310 N AIRPORT ROADFORT MYERSFL33907300274280PROVIDE A FACILITY AND SUPPORT TO SHADY REST CARE PAVILION, INC.FL501(C)(3)7N/A0
ALL ABOUT HOME CARE INC
2310 N AIRPORT ROADFORT MYERSFL33907208542270PROVIDE HOME HEALTH SERVICESFL501(C)(3)3N/A0
PAGE HEALTHCARE INC
2310 N AIRPORT ROADFORT MYERSFL33907208542312PROVIDE MANAGEMENT SERVICES TO RELATED ORGANIZATIONSFL501(C)(3)11N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
SHADY REST FOUNDATION INC
K$510,000
SHADY REST FOUNDATION INC
P$278,116
ALL ABOUT HOME CARE INC
Q$366,408
SHADY REST FOUNDATION INC
D$4,774,031
ALL ABOUT HOME CARE INC
D$216,229
PAGE HEALTHCARE INC
D$2,878
PAGE HEALTHCARE INC
Q$78,915

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.