PRESBYTERIAN RETIREMENT CORPORATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PRESBYTERIAN RETIREMENT CORPORATION (EIN 63-0770753)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201811349349307471
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T14:53:21-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET 45TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630770753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESBYTERIAN RETIREMENT CORPORATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 2156618330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 MORRIS ROAD | AddressLine1Txt |
| City | WEST POINT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19486 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A WINTER | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 2156618330 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | GERALD T GRANT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 MORRIS ROAD | AddressLine1Txt |
| City | WEST POINT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,486,511 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACTSRETIREMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | PRESBYTERIAN RETIREMENT CORPORATION'S PURPOSE IS TO SERVE OLDER ADULTS SIXTY-TWO YEARS OF AGE AND OLDER, PROVIDING RETIREMENT-LIFE SERVICES INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, SKILLED NURSING CARE AND COMPLEMENTARY SERVICES; MEETING RESIDENT NEEDS IN A CHRISTIAN MANNER WITHOUT PREJUDICE OR PREFERENCE TO ANY FAITH, IN AN EXPRESSION OF LOVING KINDNESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 315 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $525,567 | PYContributionsGrantsAmt |
| CY Contributions Grants | $470,641 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,964,778 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,793,052 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$11,515 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,682 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $171,866 | CYOtherRevenueAmt |
| PY Total Revenue | $17,478,830 | PYTotalRevenueAmt |
| CY Total Revenue | $17,453,241 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $975 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,973,182 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,209,647 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,122,929 | PYOtherExpensesAmt |
| CY Other Expenses | $10,644,721 | CYOtherExpensesAmt |
| PY Total Expenses | $20,096,111 | PYTotalExpensesAmt |
| CY Total Expenses | $16,855,343 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,617,281 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $597,898 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,157,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,257,696 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,643,433 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,515,913 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$26,485,915 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $741,783 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS AN ACTS RETIREMENT-LIFE COMMUNITY, PRESBYTERIAN RETIREMENT CORPORATION, INC. IS COMMITTED TO PROVIDING SECURITY AND PEACE OF MIND TO ALL SENIORS BY BEING THE PRE-EMINENT PROVIDER OF RETIREMENT-LIFE SERVICES, MEETING SENIORS' SOCIAL, PERSONAL, HEALTH AND SPIRITUAL NEEDS IN A CHRISTIAN ATMOSPHERE GRACED WITH LOVING-KINDNESS, DIGNITY, SENSITIVITY, HONESTY, AND RESPECT WITHOUT PREJUDICE TO ANY INDIVIDUAL OR PREFERENCE TO ANY PARTICULAR FAITH OR CREED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,946,524 | ExpenseAmt |
| Grant | $975 | GrantAmt |
| Revenue | $16,793,052 | RevenueAmt |
| Desc | PRESBYTERIAN RETIREMENT CORPORATION PROVIDES COMPREHENSIVE LIFE CARE SERVICES TO SENIOR ADULTS AGED 62 AND OLDER THAT INCLUDE INDEPENDENT LIVING HOUSING, DINING AND NUTRITIONAL SERVICES, PASTORAL SERVICES, SECURITY, HOUSEKEEPING, MAINTENANCE SERVICES AND SOCIAL, CULTURAL, EDUCATIONAL, SPIRITUAL AND RECREATIONAL ACTIVITIES. IN ADDITION, WHEN A RESIDENT'S HEALTH CARE NEEDS CHANGE, HOME HEALTH, ASSISTED LIVING, SKILLED NURSING CARE AND HOSPICE SERVICES ARE AVAILABLE. SINCE 1983, PHYSICAL ACCOMMODATIONS AND SERVICES ARE PROVIDED UNDER THE TERMS OF A FORMAL LIFECARE AGREEMENT WHICH ASSURES THAT ASSISTED LIVING AND SKILLED NURSING CARE WILL BE PROVIDED TO RESIDENTS WHEN THEY NEED IT, WITHOUT A CHANGE IN THEIR MONTHLY FEE, THEREBY OFFERING FURTHER SECURITY AND PEACE OF MIND. | Desc |
| Total Program Service Expenses | $13,946,524 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 315 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD A WINTER SVP FINANCIAL SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2156618330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 MORRIS ROAD | AddressLine1Txt |
| City | WEST POINT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 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 |
|---|---|---|---|---|---|---|---|
| JOHN L ESTERHAI JR MD | |||||||
| DIRECTOR | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| BOBBY J FORTENBERRY | |||||||
| DIRECTOR (VICE CHAIR THRU 4/17) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GERALD T GRANT | |||||||
| PRESIDENT, CEO & CHAIRMAN | 10.00 | 55.00 | Yes (X) | $0 | $480,349 | $197,180 | Yes (X) |
| DR DONNA JACOBI | |||||||
| DIRECTOR | 0.10 | 2.10 | Yes (X) | $0 | $0 | $0 | |
| MARVIN MASHNER | |||||||
| DIRECTOR | 0.50 | 3.90 | Yes (X) | $0 | $0 | $0 | |
| D MARK NIX | |||||||
| DIRECTOR EMERITUS (CHAIR 4/17) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| REV DR JULIAN WALTHALL | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR LOUIS C WILSON | |||||||
| DIRECTOR (SECRETARY THRU 3/17) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES B BLEDSOE | |||||||
| DIRECTOR 7/1/16-3/31/17 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHANDLER BRAMLETT | |||||||
| VICE CHAIRMAN 7/1/16-3/31/17 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMES C CURRIE | |||||||
| DIRECTOR 7/1/16-3/31/17 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR SHERRY DANIELS | |||||||
| DIRECTOR 7/1/16-3/31/17 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS H DAVIS | |||||||
| DIRECTOR 7/1/16-4/21/17 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOE DENTON | |||||||
| SECRETARY 4/1/17-4/21/17 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAUL FREEMAN | |||||||
| TREASURER 7/1/16-4/21/17 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRICKEN MCKENZIE | |||||||
| ASST TREASURER 4/1/17-4/21/17 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL B JACOBS DNS | |||||||
| DIRECTOR 7/1/16-3/31/17 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID LINDSEY | |||||||
| DIRECTOR 7/1/16-3/31/17 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BEN MCKIBBENS | |||||||
| CHAIRMAN 7/1/16-3/31/17 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT J WILLIAMS | |||||||
| DIRECTOR 7/1/16-3/31/17 | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE BRYAN | |||||||
| ASSISTANT SECRETARY & ACTING ED | 1.00 | 45.00 | $0 | $209,971 | $19,948 | Yes (X) | |
| KAREN I CHRISTIANSEN | |||||||
| TREASURER | 5.00 | 51.00 | $0 | $359,519 | $108,900 | Yes (X) | |
| GLENN FOX | |||||||
| SECRETARY | 2.50 | 45.00 | $0 | $208,466 | $816 | Yes (X) | |
| RICHARD WINTER | |||||||
| ASSISTANT TREASURER | 2.00 | 48.00 | $0 | $186,149 | $21,436 | Yes (X) | |
| ROBERT L ROUSE JR | |||||||
| EXECUTIVE DIRECTOR THRU 4/30/17 | 40.00 | 0.00 | $247,666 | $0 | $35,906 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $247,666 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,444,454 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $384,186 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORRISON COMMUNITY LIVING | |||||
| PO BOX 102289 | ATLANTA | GA | 303682289 | FOOD SERVICES | $2,903,763 |
| BRADLEY ARANT BOULT CUMMINGS | |||||
| PO BOX 830709 | BIRMINGHAM | AL | 352830709 | LEGAL | $394,887 |
| RESTORE THERAPY SERVICES | |||||
| 245 CAHABA VALLEY PARKWAY STE 200 | PELHAM | AL | 35124 | THERAPY | $385,914 |
| DYNAMIC INFORMATION TECHNOLOGY LLC | |||||
| 9692 WIDGEON CT | DAPHNE | AL | 36526 | IT CONSULTING | $298,597 |
| ESCO TECHNOLOGIES LLC | |||||
| 7320 YANKEE ROAD | LIBERTY TOWNSHIP | OH | 45044 | TV, INTERNET | $225,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $470,641 | AllOtherContributionsAmt |
| Total Contributions | $470,641 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MONTHLY FEES | 623000 | $7,479,927 | $7,479,927 |
| MEDICAL SERVICES REVENUE | 623000 | $3,803,763 | $3,803,763 |
| ENTRANCE FEE AMORT. | 623000 | $2,336,091 | $2,336,091 |
| MEDICARE & MEDICAID | 623000 | $2,073,899 | $2,073,899 |
| RESIDENT ANCILLARY REVENUE | 623000 | $1,035,592 | $1,035,592 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,780 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $63,780 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,793,052 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,301 | TotalRevenueColumnAmt |
| Exclusion | $19,301 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $75,709 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,651 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $44,058 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,058 | TotalRevenueColumnAmt |
| Exclusion | $44,058 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,619 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$1,619 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,619 | TotalRevenueColumnAmt |
| Exclusion | -$1,619 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFE & CATERING INCOME | 722210 | $90,317 | $90,317 |
| APARTMENT MODIFICATION INCOME | 623000 | $20,934 | $20,934 |
| MISCELLANEOUS INCOME | 623000 | $16,557 | $16,557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $127,808 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,453,241 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,793,052 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $189,548 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $975 | TotalAmt |
| Program Services | $975 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,165 | TotalAmt |
| Program Services | $219,165 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,891,494 | TotalAmt |
| Program Services | $4,106,915 | ProgramServicesAmt |
| Management And General | $784,579 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,688 | TotalAmt |
| Program Services | $51,688 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $678,594 | TotalAmt |
| Program Services | $662,950 | ProgramServicesAmt |
| Management And General | $15,644 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,706 | TotalAmt |
| Program Services | $324,941 | ProgramServicesAmt |
| Management And General | $43,765 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,999 | TotalAmt |
| Management And General | $24,999 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,784 | TotalAmt |
| Management And General | $103,784 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,924,653 | TotalAmt |
| Program Services | $4,337,253 | ProgramServicesAmt |
| Management And General | $587,400 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,971 | TotalAmt |
| Management And General | $250,971 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,930 | TotalAmt |
| Program Services | $725,168 | ProgramServicesAmt |
| Management And General | $60,762 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,111 | TotalAmt |
| Management And General | $111,111 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849,426 | TotalAmt |
| Program Services | $844,811 | ProgramServicesAmt |
| Management And General | $4,615 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,160 | TotalAmt |
| Program Services | $23,550 | ProgramServicesAmt |
| Management And General | $610 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,219 | TotalAmt |
| Program Services | $79,219 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,630,139 | TotalAmt |
| Program Services | $1,927,442 | ProgramServicesAmt |
| Management And General | $702,697 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,932 | TotalAmt |
| Program Services | $181,932 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $332,800 | $332,800 | |
| MANAGEMENT SERVICES | $114,983 | $114,983 | |
| BANK MANAGEMENT SERVICE | $71,601 | $71,601 | |
| ACTIVITIES | $48,852 | $48,852 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,161 | TotalAmt |
| Program Services | $78,863 | ProgramServicesAmt |
| Management And General | $31,298 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,855,343 | TotalAmt |
| Program Services | $13,946,524 | ProgramServicesAmt |
| Management And General | $2,908,819 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,660 | BOYAmt |
| EOY | $380,932 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,636,379 | BOYAmt |
| EOY | $1,634,577 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $712,535 | BOYAmt |
| EOY | $750,744 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,591 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,232 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,273 | BOYAmt |
| EOY | $103,367 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,632,221 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $298,690 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,822,558 | BOYAmt |
| EOY | $30,333,531 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,290 | BOYAmt |
| EOY | $129,116 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,925,429 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,157,518 | BOYAmt |
| EOY | $38,257,696 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,642,346 | BOYAmt |
| EOY | $2,057,354 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,702,340 | BOYAmt |
| EOY | $17,456,676 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,512,676 | BOYAmt |
| EOY | $17,750,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,786,071 | BOYAmt |
| EOY | $251,883 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,643,433 | BOYAmt |
| EOY | $37,515,913 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$26,629,800 | BOYAmt |
| EOY | $597,898 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,214 | BOYAmt |
| EOY | $51,214 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,671 | BOYAmt |
| EOY | $92,671 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$26,485,915 | BOYAmt |
| EOY | $741,783 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,157,518 | BOYAmt |
| EOY | $38,257,696 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $597,898 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $26,629,800 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,253,431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,662 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $525,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $470,641 | CurrentTaxYearAmt |
| Total | $2,335,302 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,109,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,830,291 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,522,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,964,778 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,806,006 | CurrentTaxYearAmt |
| Total | $78,233,167 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,363,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,896,953 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,541,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,490,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,276,647 | CurrentTaxYearAmt |
| Total | $80,568,469 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $80,568,469 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,010 | CurrentTaxYearAmt |
| Total | $274,739 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,010 | CurrentTaxYearAmt |
| Total | $274,739 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,470,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,959,728 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,550,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,491,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,371,657 | CurrentTaxYearAmt |
| Total | $80,843,208 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99660 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99600 | PublicSupportPY509Pct |
| Investment Income CY | 0.00340 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00400 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,840,663 | OtherCostOrOtherBasisAmt |
| Book Value | $3,840,663 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,538,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $241,932 | DepreciationAmt |
| Book Value | $24,296,789 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $720,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,204 | DepreciationAmt |
| Book Value | $715,796 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,532,837 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,554 | DepreciationAmt |
| Book Value | $1,480,283 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,333,531 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ENTRANCE FEE DEPOSITS | $86,269 |
| CAPITAL LEASE PAYABLE | $46,703 |
| DUE TO AFFILIATE | $118,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $251,883 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GERALD T GRANT | ||||||||||||||
| PRESIDENT, CEO & CHAIRMAN | $0 | $388,606 | $0 | $91,743 | $0 | $0 | $0 | $179,536 | $0 | $17,644 | $0 | $677,529 | $0 | $0 |
| GEORGE BRYAN | ||||||||||||||
| ASSISTANT SECRETARY & ACTING ED | $0 | $185,603 | $0 | $24,368 | $0 | $0 | $0 | $8,512 | $0 | $11,436 | $0 | $229,919 | $0 | $0 |
| KAREN I CHRISTIANSEN | ||||||||||||||
| TREASURER | $0 | $294,546 | $0 | $64,973 | $0 | $0 | $0 | $91,256 | $0 | $17,644 | $0 | $468,419 | $0 | $0 |
| GLENN FOX | ||||||||||||||
| SECRETARY | $0 | $208,466 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $816 | $0 | $209,282 | $0 | $0 |
| RICHARD WINTER | ||||||||||||||
| ASSISTANT TREASURER | $0 | $164,069 | $0 | $22,080 | $0 | $0 | $0 | $7,616 | $0 | $13,820 | $0 | $207,585 | $0 | $0 |
| ROBERT L ROUSE JR | ||||||||||||||
| EXECUTIVE DIRECTOR THRU 4/30/17 | $197,080 | $0 | $50,586 | $0 | $0 | $0 | $20,326 | $0 | $15,580 | $0 | $283,572 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A: | PRESBYTERIAN RETIREMENT CORPORATION'S BOARD MEMBERS ARE INVITED TO PARTICIPATE IN AN EDUCATIONAL RETREAT WITH THE BOARD OF DIRECTORS FROM ITS PARENT ORGANIZATION, ACTS RETIREMENT-LIFE COMMUNITIES, INC., NEAR ONE OR MORE OF ACTS' COMMUNITIES, WHICH MAY REQUIRE SOME OR ALL BOARD MEMBERS TO TRAVEL. SPOUSES OF BOARD MEMBERS ARE ALSO INVITED TO ATTEND AT THE COMPANY'S EXPENSE. THESE SPOUSES PARTICIPATE IN EDUCATIONAL SESSIONS, SINCE THEY TOO HAVE AN INTEREST IN THE MISSION OF THE ORGANIZATION, FREQUENTLY BECOME INVOLVED IN DISCUSSION OF THEIR SPOUSE'S ROLE AND HOW THE ORGANIZATION FUNCTIONS, AND ALSO MUST PROVIDE ENABLING SUPPORT TO THE BOARD MEMBER. IN ADDITION, SPOUSES ALSO PROVIDE INSIGHT INTO THE EFFECTS OF ORGANIZATIONAL PLANS AND STRATEGIES. AS SUCH, THIS BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 3: | IT HAS BEEN THE PRACTICE OF THE MANAGEMENT COMPANY, ACTS MANAGEMENT SERVICES, INC., TO UTILIZE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2016, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATION EFFECTIVENESS, AND IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSATION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION ARE GENERALLY FOCUSED AT THE MEDIAN LEVELS IDENTIFIED IN THE STUDY. THE REPORT'S FINDINGS ARE REVIEWED WITH THE PARENT BOARD OFFICERS. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT & CEO ARE DETERMINED BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS APPOINTED BY THE CHAIRMAN AND ARE BASED ON THE FINDINGS OF THE MOST RECENT STUDY AND A REVIEW OF PERFORMANCE COMPARED AGAINST OBJECTIVE CRITERIA. THIS DETERMINATION IS REPORTED TO AND APPROVED BY THE BOARD OF DIRECTORS, AND IS DOCUMENTED IN WRITING BY THE BOARD CHAIR. SIMILARLY, COMPENSATION ADJUSTMENTS FOR THE MOST SENIOR MEMBERS OF MANAGEMENT REFLECT STUDY FINDINGS AND PERFORMANCE MEASUREMENT AGAINST SPECIFIED CRITERIA AND ARE DETERMINED BY THE CEO AND REVIEWED WITH THE BOARD CHAIR. |
| PART I, LINE 4B: | OTHER COMPENSATION FOR KAREN I. CHRISTIANSEN AND GERALD T. GRANT INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $80,656 FOR KAREN I. CHRISTIANSEN (NON-VESTED) AND $168,936 FOR GERALD T. GRANT (NON-VESTED). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | ACTS MANAGEMENT SERVICES, INC., AN AFFILIATED ENTITY, PROVIDES MANAGEMENT SERVICES TO PRESBYTERIAN RETIREMENT CORPORATION, INC. |
| FORM 990, PART VI, SECTION A, LINE 4 | PRESBYTERIAN RETIREMENT CORPORATION, INC. BECAME AN AFFILIATE OF ACTS RETIREMENT-LIFE COMMUNITIES, INC. ("ACTS') THROUGH A TRANSFER OF SOLE CORPORATE MEMBERSHIP. PRESBYTERIAN RETIREMENT CORPORATION, INC. REMAINS AS A SEPARATE TAX-EXEMPT ORGANIZATION. UPON AFFILIATION, ACTS AMENDED THE ARTICLES OF INCORPORATION AND BYLAWS OF PRESBYTERIAN RETIREMENT CORPORATION, INC. IN ADDITION, PRESBYTERIAN RETIREMENT CORPORATION, INC. MADE SIGNIFICANT CHANGES TO ITS GOVERNING DOCUMENTS FROM THE PRIOR YEAR BY DECREASING THE NUMBER OF VOTING MEMBERS OF THE GOVERNING BODY FROM 13 TO 8. |
| FORM 990, PART VI, SECTION A, LINE 6 | PRESBYTERIAN RETIREMENT CORPORATION, INC. IS AN ALABAMA TAX-EXEMPT ORGANIZATION, OF WHICH ACTS RETIREMENT-LIFE COMMUNITIES, INC., A PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC) IS THE SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | ACTS RETIREMENT-LIFE COMMUNITIES, INC., A TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC) IS THE SOLE MEMBER OF PRESBYTERIAN RETIREMENT CORPORATION, INC. AS SOLE MEMBER, IT HAS THE RIGHT TO ELECT THE MEMBERS OF THE ORGANIZATION'S BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | ACTS RETIREMENT-LIFE COMMUNITIES, INC., A TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC) IS THE SOLE MEMBER OF PRESBYTERIAN RETIREMENT CORPORATION, INC. AS SOLE MEMBER, IT HAS THE RIGHT TO AMEND THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER REVIEW BY ACTS' CEO AND CFO, THE 990 IS REVIEWED, BEFORE FILING, BY THE ACTS BOARD OF DIRECTORS' AUDIT COMMITTEE. THE FORM 990 IS THEN PROVIDED TO THE OTHER MEMBERS OF THE GOVERNING BODY OF PRESBYTERIAN RETIREMENT CORPORATION, INC. BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED ON AN ANNUAL BASIS BY THE ORGANIZATION'S OFFICERS, DIRECTORS AND TRUSTEES. THE RESPONSES ARE REVIEWED BY THE PRESIDENT & CEO, AND CHAIRMAN OF THE BOARD OF DIRECTORS TO DETERMINE IF CONFLICTS ARE PRESENT AND IF SO, THE EXTENT OF THE CONFLICT. FOR CONFLICTS THAT ARISE, THE OFFICER, DIRECTOR OR TRUSTEE MUST RECUSE THEMSELVES FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS THAT INVOLVE THE DETERMINED CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | IT HAS BEEN THE PRACTICE OF THE MANAGEMENT COMPANY, ACTS MANAGEMENT SERVICES, INC., TO UTILIZE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2016, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATION EFFECTIVENESS, AND IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSATION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION ARE GENERALLY FOCUSED AT THE MEDIAN LEVELS IDENTIFIED IN THE STUDY. THE REPORT'S FINDINGS ARE REVIEWED WITH THE PARENT BOARD OFFICERS. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT & CEO ARE DETERMINED BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS APPOINTED BY THE CHAIRMAN AND ARE BASED ON THE FINDINGS OF THE MOST RECENT STUDY AND A REVIEW OF PERFORMANCE COMPARED AGAINST OBJECTIVE CRITERIA. THIS DETERMINATION IS REPORTED TO AND APPROVED BY THE BOARD OF DIRECTORS, AND IS DOCUMENTED IN WRITING BY THE BOARD CHAIR. SIMILARLY, COMPENSATION ADJUSTMENTS FOR THE MOST SENIOR MEMBERS OF MANAGEMENT REFLECT STUDY FINDINGS AND PERFORMANCE MEASUREMENT AGAINST SPECIFIED CRITERIA AND ARE DETERMINED BY THE CEO AND REVIEWED WITH THE BOARD CHAIR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE FILED WITH NUMEROUS REGULATORY AUTHORITIES AND THEREFORE, ARE AVAILABLE TO THE PUBLIC. IN ADDITION, UPON RECEIPT OF A REQUEST AND ITS REVIEW, THE ORGANIZATION WILL MAKE AVAILABLE SUCH DOCUMENTS, AS DEEMED APPROPRIATE. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. CERTAIN FINANCIAL STATEMENTS, SUCH AS ANNUAL REPORTS AND QUARTERLY REPORTS ARE POSTED TO THE ORGANIZATION'S WEBSITE AND ARE ALSO AVAILABLE AT THE COMMUNITY. IN ADDIITON, FIANCIAL INFORMATION IS INCLUDED IN THE DISCLOSURE PACKAGES THAT ARE PROVIDED TO PROSPECTIVE RESIDENTS AND MADE AVAILABLE TO THE PUBLIC. CERTAIN OTHER FINANCIAL STATEMENTS ARE ALSO PROVIDED UPON REQUEST. |
| FORM 990, PART VII, COMPENSATION OF OFFICERS* | OTHER COMPENSATION INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR KAREN I. CHRISTIANSEN (NON-VESTED) AND GERALD T. GRANT (NON-VESTED). |
| FORM 990, PART XI, LINE 9: | CHANGE IN NET ASSETS FROM MEMBERSHIP AFFILIATION 26,629,800. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESBYTERIAN HOME CARE LLC THROUGH 43017 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 670 | AddressLine1Txt |
| City | SPANISH FORT | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36527 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630770753 | EIN |
| Primary Activities | PROVIDES PERSONAL CARE SERVICES TO PRESYTERIAN RETIREMENT CORP'S RESIDENTS | PrimaryActivitiesTxt |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESBYTERIAN RETIREMENT CORPORATION INC THROUGH 43017 | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 231900132 | OWNER AND OPERATOR OF CONTINUING CARE RETIREMENT COMMUNITIES | PA | 501(C)(3) | LINE 10 | ACTS RETIREMENT SERVICES INC | 0 | |
| ACTS RETIREMENT SERVICES INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 264573260 | SUPPORTING ORGANIZATION | PA | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| ACTS SIGNATURE COMMUNITY SERVICES INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 264573131 | HOSPICE AND HOME HEALTH SERVICES | PA | 501(C)(3) | LINE 10 | ACTS RETIREMENT SERVICES INC | 0 | |
| ACTS MANAGEMENT SERVICES INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 264573412 | CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES | PA | 501(C)(3) | LINE 12B, II | ACTS RETIREMENT SERVICES INC | 0 | |
| HERON POINT OF CHESTERTOWN INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 521530598 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | ACTS ACQUISITION COMPANY LLC | 0 | |
| ACTS LEGACY FOUNDATION INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 912161987 | FUNDRAISING | DE | 501(C)(3) | LINE 12A, I | ACTS RETIREMENT SERVICES INC | 0 | |
| PARK POINTE VILLAGE INC | |||||||||||
| 375 MORRIS ROAD | WEST POINT | PA | 19486 | 582420862 | CONTINUING CARE RETIREMENT COMMUNITY | SC | 501(C)(3) | LINE 10 | ACTS ACQUISITION COMPANY LLC | 0 | |
| WESTMINSTER VILLAGE FOUNDATION (THROUGH 43017) | |||||||||||
| 500 SPANISH FORT BLVD | SPANISH FORT | AL | 36527 | 630875692 | CHARITABLE FOUNDATION | AL | 501(C)(3) | LINE 12A, I | 0 | ||
| MOBILE INFIRMARY HEALTH SYSTEMS (THROUGH 43017) | |||||||||||
| MOBILE INFIRMARY MEDICAL CENTER | MOBILE | AL | 36604 | 630841123 | HOSPITALS | AL | 501(C)(3) | LINE 3 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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