2018-05-14T09:35:21-05:00 2017-06-30 390859910 baker tilly virchow krause llp 221 WEST PHILADELPHIA STREET SUITE 200 YORK PA 17401 990 2016-07-01 900860390 FAMILY OF CARE ALLIANCE INC FAMI 3019341900 10200 LA pLATA ROAD lA PLATA MD 20646 andrea dwyer interim ceo 3019341900 2018-05-14 1 Kerri N Bogda P00760402 7178467000 2016 2022-09-23 18:48:47Z andrea dwyer 10200 LA pLATA ROAD lA PLATA MD 20646 2199054 0 X www.sagepointcare.org X 2012 MD DEVELOPMENT OF FUNDING AND SUPPORT FOR AFFILIATED ORGANIZATIONS 13 12 16 12 0 0 0 40950 1708152 1685902 -7510 52785 0 0 1700642 1779637 0 0 0 0 1298689 1386799 0 0 0 386153 358503 1684842 1745302 15800 34335 2770340 2981310 287615 295042 2482725 2686268 X to operate exclusively for the benefit of, to perform the functions of, and to carry out the purposes of the "Supported Organizations" by, among other things, engaging in the activities of managing, supervising, monitoring, reviewing, coordinating and planning for the Supported Organizations. 0 0 1745302 0 1685902 Family of Care Alliance (FOCA) provides support to Charles County Nursing & Rehabilitation Center related to management, oversight, planning, and coordination services, including the development and implementation of strategic plans, business office and financial services, and human resource management services. FOCA also extends its managing services to its affiliated organization, Family of Care Real Estate Holding Company, Inc., a supporting organization which manages the real property for Charles County Nursing and rehabilitation Center. 1745302 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 15 0 1 16 1 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X Anthony Quander CFO 3015391000 10200 LA pLATA ROAD lA PLATA MD 20646 Carolyn W Core chair 5.00 3.00 X X 0 0 0 Jon Johnson Secretary-Treasurer 2.00 1.00 X X 0 0 0 Del Sally Jameson trustee 2.00 X 0 0 0 Sue Green trustee 2.00 X 0 0 0 Frank A Nicolai Chair-elect 5.00 1.00 X X 0 0 0 dana levy trustee 2.00 2.00 X 0 0 0 william m holman president/ceo (until 1/18) 25.00 25.00 X X 232415 0 20682 Joe Norris Trustee 2.00 1.00 X 0 0 0 JOhn Draper Trustee 2.00 X 0 0 0 Randy Lakes Trustee 2.00 X 0 0 0 Cal Weirich Trustee 2.00 X 0 0 0 Louis Kaufman MD Trustee 2.00 2.00 X 0 0 0 Wayne Barnes Trustee 2.00 X 0 0 0 dennis g o'neill vp finance/cfo 10.00 35.00 X 128972 0 15188 Andrea Dwyer Interim CEO (as of 12/17) 25.00 25.00 X 0 0 0 MICHAEL MUDD VP OF PLANT OPERATIONS 5.00 35.00 X 119619 0 2446 TERESA ROBINSON VP, CLINICAL SERVICES 1.00 45.00 X 164951 0 14664 645957 0 52980 4 0 1 0 Robert Half Management Resources 12400 Collections Center Drive Chicago IL 60693 Temp Staffing Services 107249 1 40950 40950 management fees 623000 1685902 1685902 1685902 41836 41836 430366 419417 10949 10949 10949 1779637 1685902 0 52785 X 413574 413574 803027 803027 9086 9086 67518 67518 93594 93594 6185 6185 177704 177704 124490 124490 23957 23957 2503 2503 10106 10106 3610 3610 Book, Dues, & Subs. 6891 6891 Licenses 2000 2000 Board of Directors 590 590 Social Events 317 317 150 150 1745302 1745302 0 0 760823 766308 5663 5708 4375 11542 1999479 2197752 2770340 2981310 279511 282849 8104 12193 287615 295042 X 2482725 2686268 2482725 2686268 2770340 2981310 34335 169208 0 X 0 1 X 1 0 X X X 1 CHARLES COUNTY NURSING AND REHABILITATION CENTER INC 521071433 10 1 0 1573122 1 0 1573122 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Due to Related Party 12193 12193 X 1948845 169208 169208 1779637 0 1779637 1745302 0 1745302 0 1745302 Part X, Line 2: The Organization accounts for uncertainty in income taxes by prescribing a recognition threshold of more-likely-than-not to be sustained by examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. Management determined that there were no tax uncertainties that met the recognition threshold in 2017 and 2016. X X X 0 0 0 0 0 0 0 1 0 william m holman president/ceo (until 1/18) 181327 0 51088 0 0 0 3688 0 16994 0 253097 0 0 0 TERESA ROBINSON VP, CLINICAL SERVICES 143966 0 20985 0 0 0 0 0 14664 0 179615 0 0 0 Part I, Line 7 the ceo and vice presidents may receive incentive compensation at the discretion of the board based on a number of factors surrounding the organization's financial health as well as quality and strategic indicators. william holman received variable compensation of $51,088 for the year reported. TERESA ROBINSON RECEIVED $20,985 IN ADDITIONAL COMPENSATION FOR THE YEAR. Form 990, Part VI, Section B, line 11b THE CFO WILL COMPARE THE DRAFT FORM 990 TO THE PREVIOUS YEAR'S RETURN IN DETAIL, LOOKING FOR ANY SIGNIFICANT DIFFERENCES OR OMISSIONS. The CFO also traces amounts to the audited financial statements and trial balance. THE CFO THEN REVIEWS THE 990 WITH THE CEO BEFORE IT IS PRESENTED TO THE FINANCE COMMITTEE AND THE BOARD OF TRUSTEES FOR APPROVAL BEFORE BEING FILED WITH THE IRS. Form 990, Part VI, Section B, line 12c EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE BOARD AS A WHOLE MONITORS THE POLICY. ANY BOARD MEMBER, OFFICER, OR KEY EMPLOYEE WHO IS INVOLVED IN A CONFLICT SITUATION WILL REMOVE HIMSELF OR HERSELF FROM ANY DECISION-MAKING REGARDING THE CONFLICT. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE CONFLICT OF INTEREST POLICY. Form 990, Part VI, Section B, line 15 COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES IS DETERMINED BASED ON A REVIEW OF INDIVIDUAL PERFORMANCE UTILIZING COMPARABLE COMPENSATION DATA FROM VARIOUS SOURCES, SUCH AS FROM OTHER ENTITIES' FORM 990'S AND SALARY SURVEY REPORTS. THE BOARD OF TRUSTEES APPROVES THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES THROUGH THE PERFORMANCE REVIEW PROCESS. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. Form 990, Part IX, line 11g Other Fees: Program service expenses 561. Management and general expenses 0. Fundraising expenses 0. Total expenses 561. Consultant: Program service expenses 148,818. Management and general expenses 0. Fundraising expenses 0. Total expenses 148,818. Purchased Services: Program service expenses 26,741. Management and general expenses 0. Fundraising expenses 0. Total expenses 26,741. Contract Services: Program service expenses 1,584. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,584. charles co nursing & rehab ctr inc 10200 la plata road la plata MD 20646 521071433 rehab and aging services MD 501(c)(3) Line 10 family of care alliance inc 1 family of care real estate holding company inc 10200 la plata road la plata MD 20646 800827126 REAL ESTATE HOLDINGS FOR AFFILIATED ORGANIZATIONS MD 501(c)(3) Line 12b, II family of care alliance inc 1 charles co nursing & rehab ctr found 10200 la plata road la plata MD 20646 201666771 fundraising for related entity MD 501(c)(3) Line 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 charles county nursing & rehabilitation center inc L 1573122 COST family of care real estate holdings L 92192 COST