PRESBYTERIAN HOME OF MARYLAND INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PRESBYTERIAN HOME OF MARYLAND INC (EIN 52-0607932)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201723179349307452
- 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 | 2017-11-13T15:53:19-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1966 GREENSPRING DRIVE SUITE 300 | AddressLine1Txt |
| City | TIMONIUM | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210934161 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520607932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESBYTERIAN HOME OF MARYLAND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 4108234622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 GEORGIA COURT | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIK STULLER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4108234622 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN NORMAN | PreparerPersonNm |
| PTIN | P01506766 | PTIN |
| Phone | 4104530900 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 13:40:23 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 54D5E4BA1470F8C36BA6B05316F79CBB30854ABE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9B4A218F08BDB15373927065D2DC7A02376AC715 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARSINS RUN AT EVA MAR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN F SHEA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 GEORGIA COURT | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,361,261 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CARSINSRUN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1883 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE PRESBYTERIAN HOME OF MARYLAND, INC, PROVIDES RETIREMENT LIVING AND HEALTH CARE SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 80 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $69,699 | PYContributionsGrantsAmt |
| CY Contributions Grants | $45,633 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,779,886 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,275,626 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,182,961 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,085,910 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,505 | PYOtherRevenueAmt |
| CY Other Revenue | $31,508 | CYOtherRevenueAmt |
| PY Total Revenue | $6,056,051 | PYTotalRevenueAmt |
| CY Total Revenue | $5,438,677 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,129,222 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,762,300 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $169 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,299,491 | PYOtherExpensesAmt |
| CY Other Expenses | $2,040,413 | CYOtherExpensesAmt |
| PY Total Expenses | $6,428,713 | PYTotalExpensesAmt |
| CY Total Expenses | $4,802,713 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$372,662 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $635,964 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,676,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,971,694 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,170,858 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,342,774 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,505,582 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,628,920 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PRESBYTERIAN HOME OF MARYLAND, INC, IS A NONPROFIT 501(C)(3) ORGANIZATION LOCATED IN TOWSON, MARYLAND. THE HOME PROVIDES RETIREMENT LIVING AND HEALTH CARE THROUGH THE CONTINUUM OF LIFE, DEDICATED TO SUPERB SERVICE WITH THE VALUES OF DIGNITY, TRUST AND INDEPENDENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $2,811,991 | ExpenseAmt |
| Revenue | $2,275,626 | RevenueAmt |
| Desc | PRIOR TO AUGUST, 2016, THE ORGANIZATION OPERATED A CONTINUING CARE RETIREMENT COMMUNITY LOCATED IN TOWSON, MARYLAND. THE TOWSON FACILITY WAS LICENSED FOR 78 ASSISTED LIVING UNITS AND 22 COMPREHENSIVE CARE UNITS, WHICH PROVIDED SUPERIOR QUALITY CARE FOR 65 RESIDENTS DURING 2016 BY PROVIDING THE FOLLOWING PROGRAM SERVICES. HISTORY: ON JANUARY 24, 1884, THE PRESBYTERIAN HOME OF BALTIMORE, AS IT WAS KNOWN, FIRST OPENED ITS DOORS ON CALVERT STREET IN DOWNTOWN BALTIMORE. IN 1920 THE NAME OF THE RESIDENCE WAS CHANGED TO THE PRESBYTERIAN HOME OF MARYLAND, AND IN 1929, THE ORGANIZATION MOVED TO THE OFFUTT ESTATE, A LARGE AND GRACIOUS HOME IN TOWSON, MARYLAND. OVER THE COURSE OF TIME, NUMEROUS CHANGES HAD BEEN MADE TO THE ORIGINAL DWELLING WHICH SITS ON FOUR ACRES AMIDST MATURE TREES, FLOWERING SHRUBS AND BEAUTIFULLY LANDSCAPED GROUNDS. THE CONSTRUCTION OF ADDITIONAL WINGS ALLOWED THE ORGANIZATION TO EXPAND ITS POPULATION AND THE ADDITION OF A WELLNESS AREA, INCLUDING AN ACTIVITY CENTER AND PHYSICIAN'S SUITE, ALLOWED THE ORGANIZATION TO PROVIDE UP-TO-DATE ACCOMMODATIONS AND SERVICES. RESIDENTS ENJOYED A WALKING PATH THAT MEANDERED BESIDE A LOW STONE WALL ON THE EDGE OF THE PROPERTY, AND THE SITTING PORCHES THAT GRACE THE FACADE OF THE BUILDING. THE CHARMING OUTDOOR SURROUNDINGS WERE A COMPLIMENT TO THE MANY WELCOMING AND COMFORTABLE AREAS WITHIN THE BUILDING ITSELF. IN ADDITION, THE SURROUNDING NEIGHBORHOOD OFFERED RESIDENTS A VAST ARRAY OF SOCIAL, CULTURAL, EDUCATIONAL AND RECREATIONAL OPPORTUNITIES. OVER THE YEARS, THE ORGANIZATION HAD GROWN FROM AN INSTITUTION SERVING THE NEEDS OF PRESBYTERIAN CHURCH MEMBERS TO AN ORGANIZATION THAT WELCOMED RESIDENTS OF ALL FAITHS AND DENOMINATIONS. THE ORGANIZATION REMAINS TRUE TO ITS MISSION OF PROVIDING SUPERIOR QUALITY SERVICES IN A CARING AND RESPECTFUL MANNER, ENCOURAGING EACH RESIDENT TO ENJOY HIS/HER LIFE TO THE FULLEST EXTENT POSSIBLE. THE SERVICES THE ORGANIZATION OFFERED ITS RESIDENTS WERE VAST. THE SERVICES WERE DESIGNED TO PROVIDE THE FINEST QUALITY OF CARE AS WELL AS THE FINEST QUALITY OF LIFE POSSIBLE. THESE SERVICES INCLUDED: NURSING, MEDICAL CARE, HOUSEKEEPING AND MAINTENANCE, DIETARY SERVICE AND ACTIVITIES. IN ADDITION, ALL SERVICE PROVIDERS ADHERED TO OUR POLICY OF RESPECT FOR THE DIGNITY OF EACH RESIDENT. NURSING SERVICES: OVER THE LAST 132 YEARS, THE ORGANIZATION HAS BUILT A DISTINCTIVE REPUTATION FOR PROVIDING SUPERB NURSING CARE AND MAINTAINING ONE OF THE HIGHEST STAFF TO RESIDENT RATIOS IN THE AREA. UNDER THE SUPERVISION OF THE DIRECTOR OF NURSING, THE ORGANIZATION HAD LICENSED STAFF ON SITE 24 HOURS A DAY, 7 DAYS A WEEK. THE NURSING STAFF WAS REQUIRED TO PARTICIPATE IN REGULAR CLINICAL TRAINING THROUGH IN-SERVICE CLASSES AS WELL AS QUALIFIED CLASSES OFFSITE. THIS ENSURED THAT THE MEDICAL PERSONNEL WERE KEPT ABREAST OF THE LATEST DEVELOPMENTS IN THE FIELD OF GERIATRIC CARE AND TREATMENT. EVERY PART OF THE TOWSON FACILITY WAS DESIGNED TO FEEL LIKE HOME. THE ORGANIZATION WAS COMMITTED TO OFFERING THE MOST INDEPENDENT LIFESTYLE WHILE TAILORING THE RESIDENTS' CARE PLANS TO MEET INDIVIDUAL NEEDS. TO DETERMINE THE LEVEL OF CARE, THE CLINICAL TEAM ASSESSED EACH PROSPECTIVE RESIDENT'S ABILITY TO PERFORM ACTIVITIES OF DAILY LIVING. ACTIVITIES OF DAILY LIVING INCLUDE BATHING, DRESSING, MEDICATION ADMINISTRATION, MOBILITY, TOILETING, DINING AND COGNITION, A COMPREHENSIVE CARE PLAN WAS IMPLEMENTED TO ENSURE THE SAFETY AND COMFORT OF RESIDENTS. THE CARE PLAN TOOK INTO CONSIDERATION THE GENERAL PHYSICAL, MENTAL AND PSYCHO-SOCIAL SITUATION OF THE RESIDENT. MEMBERS OF THE CARE TEAM ADDRESSED MEDICAL AND NURSING CARE, THERAPIES, MEALS AND FOOD SERVICE, ACTIVITIES AND EMOTIONAL NEEDS. THE ORGANIZATION OFFERED THREE LEVELS OF ASSISTED LIVING AND A HEALTH CARE CENTER. THE RESIDENTS WERE ABLE TO REMAIN IN THE FACILITY AS THEIR NEED FOR MORE DAILY ASSISTANCE INCREASED. FOR THOSE RESIDENTS WHO MAY HAVE BECOME TERMINALLY ILL, THE ORGANIZATION WORKED WITH SEVERAL PREFERRED HOSPICE PROVIDERS. THESE PROVIDERS WORKED IN TANDEM WITH THE ORGANIZATION'S MEDICAL STAFF TO HELP FOSTER COMFORT, SELF-RESPECT AND TRANQUILITY FOR THE RESIDENT AND THE FAMILY. THE ORGANIZATION RECOGNIZED THE NEED FOR SHORT-TERM, TEMPORARY RELIEF FOR THOSE CARING FOR ELDERLY FAMILY MEMBERS WHO MIGHT OTHERWISE REQUIRE PERMANENT PLACEMENT IN A COMMUNITY OUTSIDE OF THEIR HOME. THE ORGANIZATION'S RESPITE CARE SERVICES WERE DESIGNED TO PROVIDE THE SAME HIGH STANDARD OF CARE THAT OUR PERMANENT RESIDENTS ENJOYED, ONLY ON A PLANNED, TEMPORARY BASIS. MEDICAL SERVICES: THE ORGANIZATION HAD A MEDICAL DIRECTOR AND AN ASSISTANT MEDICAL DIRECTOR. THESE PHYSICIANS WERE AVAILABLE ON SITE WEEKLY AND WERE AVAILABLE AS THE NEEDS OF RESIDENTS AROSE. THE MEDICAL DIRECTOR PROVIDED SUPERVISION AND DIRECTION TO THE NURSING SERVICES DEPARTMENT. RESIDENTS WERE FREE TO CHOOSE THEIR PHYSICIANS, AND REFERRALS WERE MADE TO SPECIALISTS WHENEVER NECESSARY. SPECIALIZED CARE WAS PROVIDED AT THE FACILITY ON A REGULAR BASIS BY THE FOLLOWING: PODIATRISTS, SPEECH THERAPISTS, PHYSICAL THERAPISTS, PHARMACISTS, OCCUPATIONAL THERAPISTS, GERIATRIC PSYCHIATRISTS, AND EXERCISE/FITNESS INSTRUCTORS. TWO OF MARYLAND'S FINEST HOSPITALS, GREATER BALTIMORE MEDICAL CENTER AND UNIVERSITY OF MARYLAND ST JOSEPH MEDICAL CENTER, WERE LESS THAN A 5 MINUTE RIDE FROM THE FACILITY. HOUSEKEEPING AND MAINTENANCE SERVICES:MAKING SURE THE FACILITY WAS NEAT AND CLEAN WAS JUST ONE FUNCTION OF THIS IMPORTANT DEPARTMENT'S ROLE TO THE OVERALL HARMONY OF THE FACILITY. SERVICES INCLUDED PERSONAL LAUNDRY, FACILITY LINEN, TRASH REMOVAL, AND MAINTENANCE. DIETARY SERVICES:PROPER NUTRITION AS WELL AS A PLEASING PRESENTATION PLAYED AN IMPORTANT ROLE IN THE GOOD HEALTH OF ALL SENIORS UNDER THE SUPERVISION OF THE DIRECTOR OF HOSPITALITY. ALL THREE DAILY MEALS WERE CAREFULLY PREPARED BY THE DIETARY TEAM. A REGISTERED DIETITIAN ALSO PROVIDED CONSULTATION AND SUPPORT TO THE FOOD SERVICE DEPARTMENT. MEALS WERE SERVED IN TWO ATTRACTIVE DINING ROOMS WHERE RESIDENTS COULD ENJOY SMALL GROUPS OF FRIENDS. RESIDENTS HAD THEIR CHOICE OF ENTREE AT THE DINNER MEAL, AND THE FACILITY ALWAYS OFFERED A SUBSTITUTE ENTREE. FOR THOSE RESIDENTS WHO CHOSE NOT TO ATTEND THE MAIN DINING ROOM FOR THE BREAKFAST MEAL, THEY COULD ENJOY A CONTINENTAL BREAKFAST INCLUDING JUICES, CEREAL AND FRESH FRUITS. THE CONTINENTAL BREAKFAST WAS CONVENIENTLY LOCATED EACH MORNING IN OUR SPACIOUS KITCHENETTES LOCATED ON EACH WING OF THE FACILITY. LIFESTYLE AND WELLNESS:THE ORGANIZATION OFFERED MANY VARIED ACTIVITIES ON A DAILY BASIS TO MEET THE NEEDS OF ALL OF THE RESIDENTS. MANY OF THE RESIDENTS CHOSE TO ENGAGE IN MORE INDEPENDENT ACTIVITIES SUCH AS IN-HOUSE COLLEGE CLASSES, READING, SOCIALIZING WITH FRIENDS, OR ATTENDING THE LOCAL SENIOR CENTER LOCATED ONLY A FEW BLOCKS FROM THE FACILITY. OTHERS CHOSE TO FILL THEIR DAYS WITH AN ASSORTMENT OF ACTIVITIES INCLUDING CRAFTS AND ENTERTAINMENT. THE ORGANIZATION OFFERED SEVERAL WEEKLY SOCIALS INCLUDING THE VERY POPULAR WINE & CHEESE SOCIAL AND ICE CREAM SOCIAL. ALL ACTIVITIES WERE PLANNED, IMPLEMENTED AND SUPERVISED BY A CERTIFIED RECREATION THERAPIST. THE ORGANIZATION HOSTED SEVERAL EVENTS THROUGHOUT THE YEAR FOR RESIDENTS, VOLUNTEERS, FAMILIES AND STAFF. THESE SPECIAL EVENTS OFFERED A CHANCE FOR RESIDENTS AND GUESTS TO GATHER FOR SOCIALIZATION AND TO TAKE PART IN PARTIES, FUNDRAISERS AND SPECIAL OCCASIONS. SOME OF THE EVENTS THAT WERE HOSTED EACH YEAR INCLUDED THE ANNUAL RESIDENT SHRIMP FEAST, THE ANNUAL CRAB FEAST, THE FRIENDS & FAMILY SUPPER, AND SEVERAL HOLIDAY EVENTS. | Desc |
| Total Program Service Expenses | $2,811,991 | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 80 | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | 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 | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIK STULLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4108234622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 GEORGIA COURT | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOSEPH SLOVICK | ||||||
| CHAIRMAN OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| J THOMAS HYDE | ||||||
| VICE CHAIRMAN | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETTY PEARCE | ||||||
| SECRETARY | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAREN HOFFMAN | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN F SHEA | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $178,501 | $0 | $15,676 |
| ERIK STULLER | ||||||
| CFO | 40.00 | Yes (X) | Yes (X) | $164,217 | $0 | $1,441 |
| JOSEPH SNEE JR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $62,820 | $0 | $0 | |
| RIC BRYANT | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| CAROL LIENHARD | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| KENNETH M GREENE | ||||||
| BOARD MEMBER | 8.00 | Yes (X) | $24,000 | $0 | $0 | |
| PATTI DRESHER | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JAMES HARKINS | ||||||
| BOARD MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $429,538 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,117 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THW DESIGN | |||||
| 2100 RIVEREDGE PKWY STE 900 | ATLANTA | GA | 30328 | ARCHITECTURAL SERVICES | $673,880 |
| MACKENZIE COMMERCIAL REAL ESTATE SERVICE | |||||
| 2328 WEST JOPPA RD STE 200 | LUTHERVILLE | MD | 21093 | REAL ESTATE SERVICES | $175,000 |
| BROWN ADVISORY | |||||
| 901 SOUTH BOND STREET SUITE 400 | BALTIMORE | MD | 21234 | INVESTMENT MGMT | $115,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $45,633 | AllOtherContributionsAmt |
| Total Contributions | $45,633 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MONTHLY FEES | 623000 | $2,271,156 | $2,271,156 |
| OTHER RESIDENT FEES | 623000 | $4,470 | $4,470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,275,626 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $424,414 | TotalRevenueColumnAmt |
| Exclusion | $424,414 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,067 | TotalRevenueColumnAmt |
| Exclusion | $3,067 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,441 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,441 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,441 | TotalRevenueColumnAmt |
| Exclusion | $28,441 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,571,887 | SecuritiesAmt |
| Other | $12,193 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,922,584 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,649,303 | SecuritiesAmt |
| Other | $12,193 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,661,496 | TotalRevenueColumnAmt |
| Exclusion | $2,661,496 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,438,677 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,275,626 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,117,418 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,188 | TotalAmt |
| Program Services | $40,618 | ProgramServicesAmt |
| Management And General | $338,570 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,956,730 | TotalAmt |
| Program Services | $1,439,184 | ProgramServicesAmt |
| Management And General | $517,546 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,822 | TotalAmt |
| Program Services | $166,049 | ProgramServicesAmt |
| Management And General | $62,773 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,560 | TotalAmt |
| Program Services | $127,517 | ProgramServicesAmt |
| Management And General | $70,043 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,547 | TotalAmt |
| Management And General | $26,547 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,761 | TotalAmt |
| Management And General | $33,761 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,133 | TotalAmt |
| Management And General | $148,133 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,479 | TotalAmt |
| Program Services | $126,905 | ProgramServicesAmt |
| Management And General | $81,574 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,065 | TotalAmt |
| Management And General | $187,065 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,822 | TotalAmt |
| Program Services | $7,022 | ProgramServicesAmt |
| Management And General | $113,631 | ManagementAndGeneralAmt |
| Fundraising | $169 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,075 | TotalAmt |
| Program Services | $6,508 | ProgramServicesAmt |
| Management And General | $18,567 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,386 | TotalAmt |
| Management And General | $196,386 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,028 | TotalAmt |
| Program Services | $1,068 | ProgramServicesAmt |
| Management And General | $18,960 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,685 | TotalAmt |
| Program Services | $2,638 | ProgramServicesAmt |
| Management And General | $21,047 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,738 | TotalAmt |
| Management And General | $388,738 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,164 | TotalAmt |
| Program Services | $176,300 | ProgramServicesAmt |
| Management And General | $24,864 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,385 | TotalAmt |
| Program Services | $44,593 | ProgramServicesAmt |
| Management And General | $62,792 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEDICAL SUPPLIES | $134,081 | $134,081 |
| FOOD & DINING | $125,456 | $125,456 |
| RESIDENT ACTIVITIES & A | $27,235 | $27,235 |
| HOUSEKEEPING & CLEANING | $14,059 | $14,059 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,314 | TotalAmt |
| Program Services | $372,758 | ProgramServicesAmt |
| Management And General | -$320,444 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,802,713 | TotalAmt |
| Program Services | $2,811,991 | ProgramServicesAmt |
| Management And General | $1,990,553 | ManagementAndGeneralAmt |
| Fundraising | $169 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,054 | BOYAmt |
| EOY | $135,970 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,522,985 | BOYAmt |
| EOY | $1,559,590 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,664 | BOYAmt |
| EOY | $1,515 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,750 | BOYAmt |
| EOY | $64,023 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,482,785 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $169,117 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,213,180 | BOYAmt |
| EOY | $11,313,668 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,418,982 | BOYAmt |
| EOY | $24,771,300 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,134,825 | BOYAmt |
| EOY | $10,125,628 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,676,440 | BOYAmt |
| EOY | $47,971,694 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,178,399 | BOYAmt |
| EOY | $588,966 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,916,459 | BOYAmt |
| EOY | $8,950,059 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,000 | BOYAmt |
| EOY | $803,749 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,170,858 | BOYAmt |
| EOY | $10,342,774 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,060,001 | BOYAmt |
| EOY | $36,181,208 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,540 | BOYAmt |
| EOY | $526,671 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $921,041 | BOYAmt |
| EOY | $921,041 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,505,582 | BOYAmt |
| EOY | $37,628,920 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,676,440 | BOYAmt |
| EOY | $47,971,694 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $635,964 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,033,015 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$479,611 | 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 | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $92,191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,316 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,699 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,633 | CurrentTaxYearAmt |
| Total | $374,493 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,429,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,678,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,664,296 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,779,886 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,275,626 | CurrentTaxYearAmt |
| Total | $20,827,911 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,521,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,748,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,761,612 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,849,585 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,321,259 | CurrentTaxYearAmt |
| Total | $21,202,404 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,638 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,424 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,683 | CurrentTaxYearAmt |
| Total | $43,511 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,021,272 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,023,559 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,228,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,332,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $721,029 | CurrentTaxYearAmt |
| Total | $5,327,075 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,033,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,034,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,234,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,341,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $725,712 | CurrentTaxYearAmt |
| Total | $5,370,586 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $15,831,818 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $741,109 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $679,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $659,406 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $631,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $455,922 | CurrentTaxYearAmt |
| Total | $3,167,473 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $741,109 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $679,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $659,406 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $631,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $455,922 | CurrentTaxYearAmt |
| Total | $3,167,473 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,262,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,427,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,421,018 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,481,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,777,181 | CurrentTaxYearAmt |
| Total | $24,369,877 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.64960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.66230 | PublicSupportPY509Pct |
| Investment Income CY | 0.13000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.13170 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,802,713 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,802,713 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $390,136 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $97,534 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $401,241 | CurrentYearMinus3Amt |
| Current Year Minus2 | $481,047 | CurrentYearMinus2Amt |
| Current Year Minus1 | $471,531 | CurrentYearMinus1Amt |
| Current Year | $390,136 | CurrentYearAmt |
| Total | $1,743,955 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,615,933 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $109 | CurrentYearMinus3Amt |
| Current Year Minus1 | $1,912 | CurrentYearMinus1Amt |
| Total | $2,021 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $100,310 | CurrentYearMinus3Amt |
| Current Year Minus2 | $120,262 | CurrentYearMinus2Amt |
| Current Year Minus1 | $117,883 | CurrentYearMinus1Amt |
| Current Year | $97,534 | CurrentYearAmt |
| Total | $435,989 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $653,984 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $109 | CurrentYearMinus3Amt |
| Current Year Minus1 | $1,912 | CurrentYearMinus1Amt |
| Total | $2,021 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,426,635 | BeginningYearBalanceAmt |
| Contributions | $3,450 | ContributionsAmt |
| Investment Earnings Or Losses | $111,313 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $102,424 | OtherExpendituresAmt |
| Administrative Expenses | $11,562 | AdministrativeExpensesAmt |
| End Year Balance | $1,427,412 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,419,926 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $13,153 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,444 | AdministrativeExpensesAmt |
| End Year Balance | $1,426,635 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,482,117 | BeginningYearBalanceAmt |
| Contributions | $17,316 | ContributionsAmt |
| Investment Earnings Or Losses | $41,852 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $115,213 | OtherExpendituresAmt |
| Administrative Expenses | $6,146 | AdministrativeExpensesAmt |
| End Year Balance | $1,419,926 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,369,790 | BeginningYearBalanceAmt |
| Contributions | $3,752 | ContributionsAmt |
| Investment Earnings Or Losses | $211,840 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $97,722 | OtherExpendituresAmt |
| Administrative Expenses | $5,543 | AdministrativeExpensesAmt |
| End Year Balance | $1,482,117 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,280,907 | BeginningYearBalanceAmt |
| Contributions | $26,080 | ContributionsAmt |
| Investment Earnings Or Losses | $160,143 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $91,755 | OtherExpendituresAmt |
| Administrative Expenses | $5,585 | AdministrativeExpensesAmt |
| End Year Balance | $1,369,790 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.64530 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35470 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,719,669 | OtherCostOrOtherBasisAmt |
| Book Value | $8,719,669 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $285,741 | OtherCostOrOtherBasisAmt |
| Book Value | $285,741 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $266,736 | OtherCostOrOtherBasisAmt |
| Depreciation | $169,117 | DepreciationAmt |
| Book Value | $97,619 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,210,639 | OtherCostOrOtherBasisAmt |
| Book Value | $2,210,639 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,313,668 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INVESTMENT INCOME | $43,680 |
| ASSETS AVAILABLE FOR SALE | $8,767,268 |
| BENEFICIAL INTEREST IN REMAINDER TRUSTS | $20,300 |
| OTHER ASSETS LONG TERM | $27,929 |
| OTHER ASSETS CURRENT | $2,791 |
| DEFERRED COSTS | $485,733 |
| DEPOSITS | $777,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,125,628 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ENTRANCE FEE LIABILITY | $26,000 |
| DEPOSIT LIABILITY | $777,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $803,749 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,926,051 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,033,015 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$479,611 | OtherRevenueAmt |
| Revenue Not Reported | -$1,512,626 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,438,677 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,438,677 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,802,713 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,802,713 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,802,713 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE SUPPORT TO PROGRAMS OFFERED. |
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS IN ACCORDANCE WITH THE INCOME TAX STANDARD. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISCONTINUANCE OF ABERDEEN DEVELOPMENT -131,250. LOSS ON IMPAIRMENT OF ASSETS HELD FOR SALE -349,715. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 1,354. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN F SHEA | ||||||||||||||
| PRESIDENT & CEO | $173,660 | $0 | $1,033 | $0 | $3,808 | $0 | $0 | $0 | $15,676 | $0 | $194,177 | $0 | $0 | $0 |
| ERIK STULLER | ||||||||||||||
| CFO | $163,001 | $0 | $940 | $0 | $276 | $0 | $0 | $0 | $1,441 | $0 | $165,658 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | IN 2001 THE ORGANIZATION REALIZED THE NEED TO RELOCATE OPERATIONS TO A NEW FACILITY. THE FACILITY LOCATED IN TOWSON, BALTIMORE COUNTY, MARYLAND, WAS BECOMING OBSOLETE AND DIFFICULT TO MARKET TO A NEW AGING GENERATION. THE TOWSON FACILITY, LOCATED ON FOUR ACRES IN A RESIDENTIAL NEIGHBORHOOD, FACED VARIOUS ZONING RESTRICTIONS WHICH SIGNIFICANTLY DIMINISHED ANY POSSIBILITY FOR RENOVATION ON THE SITE. DURING THE PERIOD BETWEEN 2001 AND 2016 THE ORGANIZATION EXPERIENCED A SUBSTANTIAL DECREASE IN AVERAGE RESIDENT CENSUS AND MOUNTING ANNUAL OPERATING LOSSES. IN 2004 THE ORGANIZATION ACQUIRED 138 ACRES OF LAND IN ABERDEEN, HARFORD COUNTY, MARYLAND, FOR THE PURPOSE OF CONSTRUCTING A CONTINUING CARE RETIREMENT COMMUNITY TO BE KNOWN AS THE VILLAGE AT CARSINS RUN. DUE TO VARIOUS FINANCIAL ISSUES, THE PROJECT AS PLANNED WAS DEEMED UNFEASIBLE AND THE PROJECT WAS ABANDONED IN 2011. THE PROPERTY IS AVAILABLE FOR SALE. IN 2015 THE ORGANIZATION ACQUIRED 47 ACRES OF LAND LOCATED IN BEL AIR, HARFORD COUNTY, MARYLAND, FOR THE PURPOSE OF CONSTRUCTING A CONTINUING CARE RETIREMENT COMMUNITY TO BE KNOWN AS CARSINS RUN AT EVA MAR ("THE PROJECT") AND PLANS TO OPERATE THE PROJECT. THE FIRST PHASE OF THE PROJECT IS PLANNED TO BE COMPRISED OF 180 INDEPENDENT LIVING UNITS, 24 ASSISTED LIVING UNITS, 12 MEMORY CARE UNITS AND 12 COMPREHENSIVE CARE UNITS. IN APRIL 2016, THE MARYLAND DEPARTMENT OF AGING APPROVED THE FEASIBILITY STUDY FOR THE PROJECT WHICH ALLOWS FOR THE INITIAL MARKETING AND ACCEPTANCE OF DEPOSITS FROM PROSPECTIVE RESIDENTS. IT IS ANTICIPATED THAT THE FINANCING THRESHOLD FOR THE NUMBER OF REQUIRED PROSPECTIVE RESIDENT DEPOSITS WILL BE MET IN 2019, ALLOWING FOR THE ACQUISITION OF FINANCING AND THE BEGINNING OF CONSTRUCTION OF THE PROJECT. THE PROJECT IS EXPECTED TO BE COMPLETED AND OPEN FOR OCCUPANCY IN EARLY 2021. IN APRIL 2016, THE BOARD APPROVED THE CESSATION OF RESIDENT CARE OPERATIONS AT THE TOWSON FACILITY AND AUTHORIZED MANAGEMENT TO MAKE THE PUBLIC ANNOUNCEMENT ON MAY 2, 2016 OF THE FACILITY CLOSURE BY NOVEMBER, 2016. THE BOARD ALSO AUTHORIZED MANAGEMENT TO LIST THE TOWSON FACILITY AS AVAILABLE FOR SALE AFTER THE ANNOUNCEMENT. THE ORDERLY CLOSING OF THE TOWSON FACILITY AND OPERATIONS WAS COMPLETED IN AUGUST 2016. AS OF DECEMBER 31, 2016, THE FACILITY WAS BEING USED FOR PURPOSES OF THE ORGANIZATION'S MANAGEMENT OFFICES ONLY. THE CLOSING OF THE TOWSON FACILITY WAS DEEMED NECESSARY IN ORDER TO RETAIN FINANCIAL RESOURCES NECESSARY TO DEVELOP THE PROJECT. IN JULY, 2016 THE BOARD ESTABLISHED A BENEVOLENCE FUND FOR THE PURPOSE OF SUPPORTING THE FUTURE RESIDENTS OF THE PROJECT WHO MIGHT RUN OUT OF FUNDS. THE BENEVOLENCE FUND WAS INITIALLY FUNDED THROUGH THE PROCEEDS FROM THE SALE OF FURNITURE AND EQUIPMENT OF THE TOWSON FACILITY. FUNDRAISING EFFORTS FOR THIS PURPOSE ARE EXPECTED TO CONTINUE THROUGHOUT THE MARKETING AND CONSTRUCTION PERIOD OF THE PROJECT. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE CONSISTS OF ACTIVE BOARD MEMBERS AND ACTS ON BEHALF OF THE GOVERNING BOARD OCCASIONALLY WHEN DELEGATED TO DO SO BY THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE PRESBYTERIAN HOME OF MARYLAND, INC.'S BYLAWS WERE AMENDED IN MAY 2016. CHANGES TO THE BYLAWS INCLUDE REVISIONS TO THE TERMS OF INDIVIDUALS SERVING ON THE BOARD OF DIRECTORS AND UPDATED CHECK SIGNING AUTHORITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | MARYLAND LAW REQUIRES THAT A RESIDENT OF THE FACILITY, ELECTED BY THE RESIDENT POPULATION, SERVE AS A MEMER OF THE BOARD. THE BOARD IS SELF PERPETUATING. ALL NEW MEMBERS HAVE THE SAME RIGHTS AS EXISTING MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS MAY REQUIRE THE APPROVAL OF THE MARYLAND DEPARTMENT OF AGING AS A MATTER OF LAW. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE CFO AND THE TREASURER. A COPY IS PROVIDED TO THE ENTIRE GOVERNING BODY PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MONITORS THIS ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE RECOMMENDS THE ANNUAL SALARY AMOUNT OF THE CEO AND CFO TO THE BOARD OF DIRECTORS ANNUALLY. PUBLISHED INDUSTRY COMPENSATION GUIDES ARE USED AS A GUIDE BY THE COMMITTEE. THE REVIEW TAKES PLACE ANNUALLY, AND THE INFORMATION IS PRESENTED BY THE COMMITTEE TO THE BOARD OF DIRECTORS IN DECEMBER FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 1,354. LOSS ON IMPAIRMENT OF ASSETS -349,715. LOSS ON DISCONTINUANCE OF ABERDEEN DEVELOPMENT -131,250. |
| FORM 990, PART XI, LINE 2C | THERE HAS BEEN NO CHANGE IN OVERSIGHT PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MARYLAND HOME & SERVICES FOR THE AGING INC | ||||||||||
| 400 EAST GEORGIA COURT | TOWSON | MD | 21204 | 352225877 | HOLDING COMPANY | MD | PRESBYTERIAN HOME OF MARYLAND INC | C | 1.00000 | Yes (1) |
| MARYLAND HOME & SERVICES FOR THE AGING FOUNDATION | ||||||||||
| 400 EAST GEORGIA COURT | TOWSON | MD | 21204 | 260079952 | SUPPORTING FOUNDATION | MD | PRESBYTERIAN HOME OF MARYLAND INC | C | 1.00000 | Yes (1) |
| THE VILLAGE AT CARSINS RUN INC | ||||||||||
| 400 EAST GEORGIA COURT | TOWSON | MD | 21204 | 364549749 | PLANNED CCRC | MD | MARYLAND HOME & SERVICES FOR THE AGING | C | 1.00000 | Yes (1) |
| 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 | 0 | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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