2017-04-20T17:09:36-05:00 2016-06-30 431594752 MUELLER PROST LC 7733 FORSYTH BLVD SUITE 1200 ST LOUIS MO 63105 990 2015-07-01 521533715 COLUMBIA VANTAGE HOUSE CORPORATION COLU 4109645454 5400 VANTAGE POINT ROAD COLUMBIA MD 21044 MERIANN RITACCO EXECUTIVE DIRECTOR 4109645454 2017-04-18 1 JEANETTE BAX-KURTZ P00096490 3148622070 2017-04-12 2015 2021-01-29 14:40:06Z MERIANN RITACCO 5400 VANTAGE POINT ROAD COLUMBIA MD 21044 22961287 0 X WWW.VANTAGEHOUSE.ORG X 1987 MD TO OFFER RESIDENTS A LIFETIME OF SERVICES AND ENRICHING WELLNESS, INTELLECTUAL AND SOCIAL GROWTH OPPORTUNITIES WITHIN FISCALLY RESPONSIBLE PARAMETERS. 20 20 266 90 0 0 162500 69000 14395689 13707799 185193 142671 28812 34202 14772194 13953672 250 1511 0 0 6674481 6911147 0 0 0 9217539 9279327 15892270 16191985 -1120076 -2238313 47374741 47651104 86178557 88610366 -38803816 -40959262 THE MISSION OF VANTAGE HOUSE IS TO OFFER RESIDENTS A LIFETIME OF SERVICES AND ENRICHING WELLNESS, INTELLECTUAL AND SOCIAL GROWTH OPPORTUNITIES WITHIN FISCALLY RESPONSIBLE PARAMETERS. 0 0 10481148 1511 9922415 RESIDENTIAL & WELLNESS CARE:SUPPORTED INDEPENDENT LIVING WITH DINING AND RECREATION AND SOCIAL SUPPORT PROGRAMS. DURING THE YEAR, OVER 200 RESIDENTS WERE AFFECTED BY THIS PROGRAM. 3184171 3785384 HEALTH CARE:24 HOUR NURSING AND HEALTH CARE SPANNING THREE LEVELS OF CARE WITH ALL SUPPORTING PROGRAMS. DURING THE YEAR, OVER 20 RESIDENTS WERE AFFECTED BY THE COMPREHENSIVE CARE SECTION, OVER 20 RESIDENTS WERE AFFECTED BY THE ASSISTED LIVING SECTION AND OVER 8,500 HOURS WERE SPENT IN THE HOME HEALTH CARE SECTOR. 13665319 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 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 0 0 1 1 0 0 0 1 58 0 1 266 1 0 0 0 0 0 0 0 0 X 20 20 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X KRISTIE MILLER 4109921215 5400 VANTAGE POINT ROAD COLUMBIA MD 21044 MARSHA G ANSEL BOARD MEMBER 1.00 X 0 0 0 PENNY L BOUGHN BOARD MEMBER 1.00 1.00 X 0 0 0 SUSAN CASTELLAN BOARD COMMITTEE CHAIR 1.00 X X 0 0 0 IRMA A CHAPIN RN BOARD COMMITTEE CHAIR 1.00 X X 0 0 0 ROSEMARY A DAVIS BOARD MEMBER 1.00 X 0 0 0 LIN EAGAN BOARD MEMBER 1.00 X 0 0 0 BARBARA FAGAN BOARD MEMBER 1.00 X 0 0 0 CAROLINE FITZGERALD FORMER BOARD MEMBER 1.00 X 0 0 0 DAVID IMRE BOARD MEMBER 1.00 X 0 0 0 CLAIRE C LEA BOARD MEMBER 1.00 X 0 0 0 BRUCE MARTIN ASSISTANT SECRETARY 1.00 X 0 0 0 ANN MECH SECRETARY 1.00 X X 0 0 0 PAULA RASERA BOARD MEMBER 1.00 X 0 0 0 ROCCO RICCI TREASURER 1.00 X X 0 0 0 RAY ROBERTS BOARD COMMITTEE CHAIR 1.00 X X 0 0 0 CHARLES STARK BOARD MEMBER 1.00 X 0 0 0 VIRGINIA M THOMAS PRESIDENT 2.00 1.00 X X 0 0 0 GAIL T YOUNG VICE PRESIDENT 1.00 X X 0 0 0 BARBARA BEDNARZIK BOARD MEMBER 1.00 X 0 0 0 MARK BOBOTEK BOARD COMMITTEE CHAIR 1.00 X 0 0 0 JANE L DEMBNER BOARD MEMBER 1.00 X 0 0 0 MERIANN P RITACCO EXECUTIVE DIRECTOR 40.00 2.00 X 0 0 0 ROBERT J PREISEL FORMER DIRECTOR OF FINANCE 40.00 X 81215 0 15232 KRISTIE A MILLER DIRECTOR OF FINANCE 40.00 X 0 0 0 KATHRYN TRAVERS RESIDENCY COUNSELOR 40.00 X 133438 0 1978 BARBARA D VANSANT DIRECTOR OF HEALTH SERVICES 40.00 X 106708 0 12798 LONDEL A MORGAN DIRECTOR OF MARKETING 40.00 X 100620 0 2697 NILE A SARA DIRECTOR OF DINING SERVICES 40.00 X 116013 0 7699 537994 0 40404 4 0 0 0 LIFE CARE COMPANIES LLC CAPITAL SQUARE 400 LOCUST ST DES MOINES IA 50309 MANAGEMENT SERVICES 779355 M J CONTRACTING INC 15604 HALE DRIVE NEW FREEDOM PA 17349 CONSTRUCTION/RENOVATION SERVICES 599355 HORD COPLAN MACHT INC 750 EAST PRATT STREET BALTIMORE MD 21202 ARCHITECTURAL/DESIGN SERVICES 568175 FULLVIEW ALUMINUM & GLASS 1792 WESTCHESTER AVENUE CATONSVILLE MD 21228 REPLACEMENT WINDOWS, CUSTOM PANEL ALUMIN 495234 SELECT MEDICAL REHABILITATION PO BOX 643920 PITTSBURGH PA 15264 CONTRACT THERAPY SERVICES 423276 10 69000 69000 INDEPENDENT LIVING 623000 8892836 8892836 HEALTH CARE SERVICES 623000 3785384 3785384 ENTRANCE FEES 623000 1008981 1008981 OTHER PROGRAM REVENUE 623000 20598 20598 13707799 117452 117452 34202 0 34202 34202 34202 9032834 9007615 25219 25219 25219 13953672 13707799 0 176873 1511 1511 196232 196232 5703701 4599687 1104014 24687 17490 7197 551173 473313 77860 435354 366711 68643 394024 394024 61119 61119 94558 94558 12103 12103 102853 75661 27192 643197 578877 64320 143031 15240 127791 67118 67118 1021494 965162 56332 57941 41533 16408 13274 5338 7936 1730557 1729600 957 2670277 2670277 151707 151707 DIETARY EXPENSE 749834 749834 NURSING EXPENSE 626738 598986 27752 MAINTENANCE AND REPAIR 351111 344786 6325 SUPPLIES 160449 160449 227942 119157 108785 16191985 13665319 2526666 0 4620353 6469025 4222472 3192371 75000 69000 1880958 1409026 83657 84793 156949 143199 68462194 37285812 31267084 31176382 4405373 4475672 662895 631636 47374741 47651104 1533204 1392445 49245859 52503149 33819286 32949875 2650 0 1577558 1764897 86178557 88610366 X -38843816 -40959262 40000 0 -38803816 -40959262 47374741 47651104 -2238313 122867 -40000 0 X X 0 1 X 1 0 X 200 162500 69000 231700 14707426 13780137 13335615 14395689 13707799 69926666 14707426 13780337 13335615 14558189 13776799 70158366 0 0 0 70158366 172234 241001 125681 105225 151654 795795 172234 241001 125681 105225 151654 795795 14879660 14021338 13461296 14663414 13928453 70954161 0.98880 0.98610 0.01120 0.01390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 12103 0 0 12103 0 386783 11164 42024 355923 360205 41229 14651 386783 351933 10739 2467 360205 350138 1795 351933 336919 13219 350138 1.00000 0 1 1 4738600 4738600 58328333 33842805 24485528 4050427 3352163 698264 1344834 90844 1253990 31176382 ESCROW PAYABLE 759510 ENTRANCE FEE REFUNDS IN PROCESS 1005387 1764897 X 14057017 122867 1076 123943 13933074 20598 20598 13953672 16172463 -19522 -19522 16191985 0 16191985 PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD BY COLUMBIA VANTAGE HOUSE FOUNDATION, A RELATED ORGANIZATION OF COLUMBIA VANTAGE HOUSE CORPORATION, FOR THE PURPOSE OF PROVIDING ASSISTANCE TO THE COMMUNITIES RESIDENTS. PART X, LINE 2: THE CORPORATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE CORPORATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE CORPORATION'S FINANCIAL STATEMENTS. THE CORPORATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPORDIZE ITS TAX-EXEMPT STATUS OR OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE CORPORATION HAS IMPLEMENTED PROCESSES TO ENSURE CORPORATE COMPLIANCE WITH THE INTERNAL REVENUE SERVICE INTERMEDIATE SANCTIONS PROVISION. THE BOARD ENGAGES IN ANNUAL CORPORATE COMPLIANCE EDUCATION, HAS ADOPTED AND REVIEWS AT LEAST ANNUALLY A WRITTEN CORPORATE COMPLIANCE PROGRAM AND CODE OF CONDUCT, AND HAS A DETAILED CONFLICT OF INTEREST POLICY. PART XI, LINE 2D - OTHER ADJUSTMENTS: VENDOR DISCOUNTS GROUPED AS REVENUE ON BOOKS PART XI, LINE 4B - OTHER ADJUSTMENTS: PROGRAM REVENUE GROUPED AS EXPENSE ON BOOKS PART XII, LINE 2D - OTHER ADJUSTMENTS: VENDOR DISCOUNTS GROUPED AS EXPENSE ON BOOKS PROGRAM REVENUE GROUPED AS EXPENSE ON BOOKS A HOWARD COUNTY MD 526000965 442593AU3 2007-04-12 39487021 TO REFUND PREVIOUS BONDS, AND FINANCE ADDITONAL CAPITAL IMPROVEMENTS. 0 0 0 A 4840776 39487021 2641223 789740 2963264 33092794 2008 1 0 1 1 A 0 0 0 0 0 0 1 A 1 0 0 0 0 1 A 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE OFFICERS OF THE CORPORATION AND OTHER TRUSTEES THAT MAY BE NAMED TO THE COMMITTEE BY THE CHAIR. THE EXECUTIVE COMMITTEE: (A) SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION AND SHALL: (I) ACT AS AN ETHICS COMMITTEE WHEN NEEDED TO DEVELOP POLICIES AND GUIDELINES FOR HANDLING OF ETHICAL ISSUES AND REVIEW AND GIVE CONSULTATION INVOLVING ETHICAL DIFFICULTIES. (II) THE PRESIDENT OF THE CORPORATE BOARD SHALL PARTICIPATE IN THE ANNUAL PERFORMANCE REVIEW OF THE CHIEF EXECUTIVE OFFICER. (III) MONITOR EFFECTIVENESS AND APPROVE INCENTIVE COMPENSATION OF EMPLOYEES UNDER INCENTIVE COMPENSATION PROGRAMS. (IV) REVIEW AND RECOMMEND TO THE BOARD CHANGES TO THE HUMAN RESOURCES POLICY AND BENEFIT PLANS OF THE CORPORATION. (V) SUCH OTHER DUTIES AND FUNCTIONS AS MAY BE ASSIGNED BY THE BOARD. (B) THE EXECUTIVE COMMITTEE, HOWEVER, SHALL NOT HAVE ANY POWER OR THE AUTHORITY AS TO THE FOLLOWING: (I) THE FILLING OF VACANCIES IN THE BOARD OF TRUSTEES. (II) THE ADOPTION, AMENDMENT OR REPEAL OF (THE) BYLAWS OF THE CORPORATION. (III) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD. (IV) ACTION ON MATTERS ASSIGNED BY (THE) BYLAWS OR RESOLUTION OF THE BOARD OF TRUSTEES TO ANOTHER COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 THE COMPANY HAS A MANAGEMENT AGREEMENT WITH LIFE CARE SERVICES LLC OF DES MOINES IA (LCS). LCS PROVIDES SYSTEMS (CLINICAL, FINANCIAL), SUPPORT, COMPLIANCE, AND PLACES ON-SITE THE EXECUTIVE DIRECTOR (WHO ACTS AS THE CHEIF EXECUTIVE OFFICER) AND THE ADMINISTRATOR (WHO IS REQUIRED TO BE A MARYLAND LICENSED NURSING HOME ADMINISTRATOR) AND PROVIDES REGULAR REPORTS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 FINANCE COMMITTEE WILL REVIEW THE 990 PRIOR TO FILING AT A MEETING. THE 990 WILL BE DISTRIBUTED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO THE BOARD OF DIRECTORS, ALL MEMBERS OF STANDING AND ADVISORY COMMITTEE, ANY BOARD OR COMMITTEE MEMBER'S IMMEDIATE FAMILY OR ANY PERSON ACTING ON THE BOARD OR COMMITTEE MEMBER'S BEHALF. ANNUAL CONFLICT OF INTEREST DISCLOSURES ARE REQUIRED OF ALL BOARD MEMBERS. ALL EMPLOYEES ARE REQUIRED TO REVIEW AND ACKNOWLEDGE IN WRITING THE CONFLICT OF INTEREST POLICY UPON HIRE AND ANNUALLY. AFTER DISCLOSURE OF A POTENTIAL CONFLICT AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A BOARD OR COMMITTEE MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE BOARD OR COMMITTEE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD SUCH BOARD OR COMMITTEE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION OF THE CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OTHER OFFICERS, AND KEY EMPLOYEES IS SET ANNUALLY DURING THE BUDGET PROCESS; DETERMINED BASED ON COMPARATIVE MARKET SURVEY AND PERFORMANCE. THIS PROCESS WAS LAST REVIEWED AND APPROVED IN 2015. FORM 990, PART VI, SECTION C, LINE 19 COLUMBIA VANTAGE HOUSE PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND ANNUAL FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. VANTANGE HOUSE LLC 5400 VANTAGE POINT RAOD COLUMBIA MD 21044 521533715 REAL ESTATE HOLDING MD COLUMBIA VANTAGE HOUSE CORPORATION COLUMBIA VANTAGE HOUSE FOUNDATION 5400 VANTAGE POINT ROAD COLUMBIA MD 21044 263248227 A SUPPORTING ORGANIZATION FOR COLUMBIA VANTAGE HOUSE CORPORATION. MD 501(C)(3) LINE 11A, I COLUMBIA VANTAGE HOUSE CORPORATION 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 COLUMBIA VANTAGE HOUSE FOUNDATION Q 51083 FAIR MARKET VALUE