SIMPSON MEADOWS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SIMPSON MEADOWS (EIN 23-2948992)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201613169349304416
- Schema version
- 2015v2.1
- 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 | 2016-11-11T15:45:05-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 610 W GERMANTOWN PIKE STE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232948992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON MEADOWS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMP | BusinessNameControlTxt |
| Phone | 6106600112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT ROAD SUITE 105 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE CHANDLER | PersonNm |
| Person Title | INTERIM CFO | PersonTitleTxt |
| Phone | 6106600112 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNADETTE O'TOOLE CPA | PreparerPersonNm |
| PTIN | P00229258 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIM WILLIAMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT ROAD SUITE 105 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,884,555 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.SIMPSONMEADOWS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 113 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $35,649 | PYContributionsGrantsAmt |
| CY Contributions Grants | $177,078 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,067,241 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,446,180 | CYProgramServiceRevenueAmt |
| PY Investment Income | $273,330 | PYInvestmentIncomeAmt |
| CY Investment Income | $41,647 | CYInvestmentIncomeAmt |
| PY Other Revenue | $192,033 | PYOtherRevenueAmt |
| CY Other Revenue | $178,342 | CYOtherRevenueAmt |
| PY Total Revenue | $5,568,253 | PYTotalRevenueAmt |
| CY Total Revenue | $5,843,247 | 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 | $2,077,584 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,375,258 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,451,699 | PYOtherExpensesAmt |
| CY Other Expenses | $3,761,562 | CYOtherExpensesAmt |
| PY Total Expenses | $5,529,283 | PYTotalExpensesAmt |
| CY Total Expenses | $6,136,820 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $38,970 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$293,573 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,562,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,461,893 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,011,551 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,356,180 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,449,480 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$2,894,287 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SIMPSON MEADOWS IS DEDICATED TO MEETING THE NEEDS OF SENIORS IN OUR COMMUNITY. THROUGH CAREFUL OVERSIGHT, WE STRIVE TO DELIVER THE HIGHEST QUALITY OF SERVICE WITH A SENSE OF WARMTH, FRIENDLINESS, INDIVIDUAL PRIDE AND INTEGRITY. WE ARE COMMITTED TO OFFERING OUR RESIDENTS AND STAFF OPPORTUNITIES FOR PERSONAL GROWTH AND SPIRITUAL ENRICHMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,994,445 | ExpenseAmt |
| Revenue | $5,446,180 | RevenueAmt |
| Desc | EXPENSES INCURRED PROVIDING HOUSING, HEALTHCARE AND OTHER RELATED SERVICES TO ELDERLY RESIDENTS THROUGH THE OPERATION OF 94 INDEPENDENT LIVING UNITS AND 55 PERSONAL CARE SUITES, 19 OF WHICH ARE DEDICATED TO DEMENTIA CARE. SIMPSON MEADOWS' OPERATIONS ARE LOCATED IN THE TOWNSHIP OF EAST CALN, CHESTER COUNTY, PA. ITS PRIMARY SERVICE AREA INCLUDES CHESTER COUNTY AND SURROUNDING COMMUNITIES. | Desc |
| Total Program Service Expenses | $4,994,445 | 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 | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 113 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONNIE CHANDLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106600112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT ROAD STE 105 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| RHONDA KARP | |||||||
| CHAIR | 1.00 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY ANN HOFFMAN | |||||||
| VICE CHAIR | 1.00 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALVIN KINGCADE | |||||||
| TREASURER | 1.00 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FIRAS SAIDI | |||||||
| SECRETARY | 1.00 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REV JAMES D ANDERMAN | |||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM S BREMNER | |||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |
| JANIS MOORE CAMPBELL | |||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY D POOLE | |||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |
| REV ANITA POWELL | |||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |
| KIM W WILLIAMS | |||||||
| PRESIDENT/CEO | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $302,648 | $54,646 |
| KATHY ARDENKANI | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $35,813 | $0 | $0 | |
| JAMES KONISZEWSKI | |||||||
| CFO (FORMER); RELATED ORG | 1.00 | 39.00 | Yes (X) | $0 | $156,293 | $15,069 | |
| TONI MCCLAY | |||||||
| COO; RELATED ORG | 1.00 | 39.00 | Yes (X) | $0 | $153,085 | $16,887 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $35,813 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $612,026 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $86,602 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 |
|---|---|---|---|---|---|
| FLIK LIFESTYLES | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | DIETARY SERVICES | $533,663 |
| SB&A INTEGRATED MARKETING | |||||
| 207 WEST FRANKLIN STREET | RICHMOND | VA | 23220 | SALES & MARKETING CONSULTANTS | $508,430 |
| ABRIOLA COMPANY | |||||
| 1013 PLEASANT AVENUE | WYNDMOOR | PA | 19038 | BUILDING CONTRACTOR | $459,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $177,078 | AllOtherContributionsAmt |
| Total Contributions | $177,078 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET RESIDETN SRV REV | 623000 | $5,251,666 | $5,251,666 |
| AMORT OF ENTRANCE FEES | 623000 | $194,514 | $194,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,446,180 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,625 | TotalRevenueColumnAmt |
| Exclusion | $70,625 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $41,642 | 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 | $41,642 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,642 | TotalRevenueColumnAmt |
| Exclusion | $41,642 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,012,330 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,041,308 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$28,978 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,978 | TotalRevenueColumnAmt |
| Exclusion | -$28,978 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| FOOD SERVICE REVENUE | 623000 | $73,822 | $73,822 |
| BARBER & BEAUTY REVENUE | 623000 | $34,073 | $34,073 |
| MAINTENANCE REVENUE | 623000 | $9,302 | $9,302 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,503 | TotalRevenueColumnAmt |
| Exclusion | $19,503 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $136,700 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,843,247 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,446,180 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $219,989 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,813 | TotalAmt |
| Program Services | $35,813 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,868,854 | TotalAmt |
| Program Services | $1,868,854 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,509 | TotalAmt |
| Program Services | $25,509 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,539 | TotalAmt |
| Program Services | $268,539 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,543 | TotalAmt |
| Program Services | $176,543 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $773,508 | TotalAmt |
| Management And General | $773,508 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,393 | TotalAmt |
| Management And General | $4,393 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,665 | TotalAmt |
| Management And General | $15,665 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,630 | TotalAmt |
| Management And General | $14,630 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,755 | TotalAmt |
| Management And General | $8,755 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,481 | TotalAmt |
| Program Services | $496,481 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,263 | TotalAmt |
| Program Services | $253,497 | ProgramServicesAmt |
| Management And General | $34,766 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,097 | TotalAmt |
| Program Services | $627,097 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,578 | TotalAmt |
| Program Services | $17,578 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763 | TotalAmt |
| Program Services | $763 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,666 | TotalAmt |
| Program Services | $136,666 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $704,061 | TotalAmt |
| Program Services | $704,061 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,266 | TotalAmt |
| Management And General | $130,266 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DIETARY | $316,068 | $316,068 | |
| LOSS ON EXTINGUISHMENT | $122,218 | $122,218 | |
| BARBER AND BEAUTY SHOP | $27,009 | $27,009 | |
| RESIDENT ACTIVITIES | $22,997 | $22,997 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,144 | TotalAmt |
| Program Services | $16,970 | ProgramServicesAmt |
| Management And General | $38,174 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,136,820 | TotalAmt |
| Program Services | $4,994,445 | ProgramServicesAmt |
| Management And General | $1,142,375 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,913 | BOYAmt |
| EOY | $341,806 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,653 | BOYAmt |
| EOY | $309,295 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,319 | BOYAmt |
| EOY | $104,078 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,250 | BOYAmt |
| EOY | $170,163 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,402,120 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,707,512 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,764,934 | BOYAmt |
| EOY | $9,694,608 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,094,398 | BOYAmt |
| EOY | $3,904,921 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,604 | BOYAmt |
| EOY | $937,022 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,562,071 | BOYAmt |
| EOY | $15,461,893 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,518 | BOYAmt |
| EOY | $233,697 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,078,396 | BOYAmt |
| EOY | $10,805,711 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,302,000 | BOYAmt |
| EOY | $6,860,589 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,455 | BOYAmt |
| EOY | $363,370 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,182 | BOYAmt |
| EOY | $92,813 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,011,551 | BOYAmt |
| EOY | $18,356,180 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,062,567 | BOYAmt |
| EOY | -$3,555,645 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,087 | BOYAmt |
| EOY | $661,358 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,449,480 | BOYAmt |
| EOY | -$2,894,287 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,562,071 | BOYAmt |
| EOY | $15,461,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$293,573 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$63,340 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$87,894 | OtherChangesInNetAssetsAmt |
| 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 | $23,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,844 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $177,078 | CurrentTaxYearAmt |
| Total | $334,020 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,181,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,128,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,274,954 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,067,241 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,446,180 | CurrentTaxYearAmt |
| Total | $25,098,823 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,205,438 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,184,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,317,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,102,290 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,623,258 | CurrentTaxYearAmt |
| Total | $25,432,843 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $138,807 | CurrentTaxYearAmt |
| Total | $138,807 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $439,972 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $706,271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $481,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $481,873 | CurrentTaxYearAmt |
| Total | $2,110,068 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $439,972 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $706,271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $481,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $620,680 | CurrentTaxYearAmt |
| Total | $2,248,875 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $23,183,968 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $130,123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $255,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $112,267 | CurrentTaxYearAmt |
| Total | $708,887 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $130,123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $255,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $112,267 | CurrentTaxYearAmt |
| Total | $708,887 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133,405 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $135,872 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $192,033 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,700 | CurrentTaxYearAmt |
| Total | $732,827 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,468,966 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,446,663 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,708,715 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,377,988 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,872,225 | CurrentTaxYearAmt |
| Total | $26,874,557 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.86270 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87170 | PublicSupportPY509Pct |
| Investment Income CY | 0.02640 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02790 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $599,166 | OtherCostOrOtherBasisAmt |
| Book Value | $599,166 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,305,642 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,740,522 | DepreciationAmt |
| Book Value | $8,565,120 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $256,868 | OtherCostOrOtherBasisAmt |
| Depreciation | $135,514 | DepreciationAmt |
| Book Value | $121,354 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,240,444 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,831,476 | DepreciationAmt |
| Book Value | $408,968 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,694,608 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES FROM RELATED PARTY | Desc |
| Book Value | $937,022 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $937,022 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY TO ANNUITANTS | $4,919 |
| SWAP VALUE | $87,894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $92,813 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,579,795 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$63,340 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $10,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$210,112 | OtherRevenueAmt |
| Revenue Not Reported | -$263,452 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,843,247 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,843,247 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,024,602 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $10,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $10,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,014,602 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $122,218 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $122,218 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,136,820 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HOLDS SECURITY DEPOSITS FOR ITS RESIDENTS. |
| PART X, LINE 2: | THE ORGANIZATION 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 ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENT -87,894. LOSS ON EXTINGUISHMENT OF DEBT -122,218. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON EXTINGUISHMENT OF DEBT 122,218. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KIM W WILLIAMS | ||||||||||||||
| PRESIDENT/CEO | $0 | $281,637 | $0 | $16,667 | $0 | $4,344 | $0 | $38,700 | $0 | $15,946 | $0 | $357,294 | $0 | $0 |
| JAMES KONISZEWSKI | ||||||||||||||
| CFO (FORMER); RELATED ORG | $0 | $147,024 | $0 | $0 | $0 | $9,269 | $0 | $9,980 | $0 | $5,089 | $0 | $171,362 | $0 | $0 |
| TONI MCCLAY | ||||||||||||||
| COO; RELATED ORG | $0 | $153,085 | $0 | $0 | $0 | $0 | $0 | $9,022 | $0 | $7,865 | $0 | $169,972 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | KIM WILLIAMS (CEO)- $15,000 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CHESTER COUNTY HEALTH AND EDUCATION FACILITIES AUTHORITY | ||||||||
| A | 232265260 | 166579EW9 | 2015-12-23 | $7,327,292 | REFUNDING 2010 BOND ISSUE | 0 | 0 | 0 |
| CHESTER COUNTY HEALTH AND EDUCATION FACILITIES AUTHORITY | ||||||||
| B | 232265260 | 2010-12-15 | $7,196,000 | REFUNDING 2000 BOND ISSUE | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $6,667,292 | $268,969 | $4,488,682 | $133,345 | $1,776,296 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $7,196,000 | $142,050 | Yes (1) | 0 | Yes (1) | Yes (1) | $7,196,000 | $7,053,950 | 2015 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|
| A | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | |||
| B | 0 | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE CORPORATE MEMBER OF THE CORPORATION SHALL BE SIMPSON SENIOR SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBER HAS THE RESERVED POWERS TO APPOINT AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS AT ANY TIME. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER HAS THE RESERVED POWERS TO APPOINT AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS AT ANY TIME, TO APPROVE ANY AMENDMENT TO THE ARTICLES OF INCORPORATION OR BY-LAWS, TO APPROVE THE ANNUAL CAPITAL BUDGETS, TO APPROVE ANY SALE, LEASE, OR TRANSFER OF ASSETS OF THE CORPORATION, TO APPROVE INDEBTEDNESS GREATER THAN $50,000, AND TO APPROVE ANY MERGER, CONSOLIDATION, OR DISSOLUTION OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER. ONCE APPROVED, THE FORM 990 IS SENT TO THE PRESIDENT/CHIEF EXECUTIVE OFFICER FOR REVIEW AND APPROVAL. THE PRESIDENT/CHIEF EXECUTIVE OFFICER WILL THEN FORWARD A COPY OF THE FORM 990 TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS AND MEMBERS OF THE BOARD ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. ALL SIGNIFICANT NEW CONTRACTS ARE SUBJECT TO BOARD APPROVAL. ONGOING CONTRACTS ARE REVIEWED FOR ANY KNOWN POTENTIAL CONFLICT OF INTEREST. IF A CONFLICT ARISES, LEVEL AT WHICH THE DETERMINATION OF A CONFLICT OF INTEREST EXISTS IS DETERMINED AT THE BOARD LEVEL. CONFLICTS OF INTERESTS ARE REVIEWED AT THE BOARD LEVEL. ANY INDIVIDUAL WITH A CONFLICT OF INTEREST IS ABSTAINED FROM BOARD DISCUSSIONS AND DECISIONS WHERE ANY CONFLICT WOULD BE PRESENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | A SUB-COMMITTEE OF THE BOARD OF DIRECTORS WHICH IS APPOINTED BY THE BOARD CHAIR HAS THE SPECIFIC DUTY OF ANNUALLY EVALUATING THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION, INCLUDING DETERMINING HIS ANNUAL COMPENSATION. A COMPETENT SALARY SURVEY IS USED TO BENCHMARK COMPENSATION FOR THE POSITION UTILIZING PANPHA, AAHSA AND CEMO SALARY SURVEYS AND OTHER STUDIES. IN ADDITION, THE GUIDE STAR WEBSITE IS UTILIZED TO RESEARCH THE SALARY OF SIMILAR POSITIONS AT SIMILAR SIZED ORGANIZATIONS IN THE LOCAL MARKET AREA. THE CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND THE EXECUTIVE DIRECTORS SALARIES OF EACH COMMUNITY ARE DETERMINED BY THE PRESIDENT & CEO OF SSS ON AN ANNUAL BASIS. THE PRESIDENT & CEO REVIEWS THE ANNUAL PERFORMANCE OF THESE INDIVIDUALS RELATIVE TO THEIR POSITION DESCRIPTIONS. THE OPERATING BUDGETS, INCLUDING SALARY INCREASES, OF EACH COMMUNITY ARE PRESENTED TO THE BOARD FOR THEIR APPROVAL ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENT -87,894. |
Schedule R IRS990ScheduleR
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| SIMPSON SENIOR SERVICES | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 232948991 | MANAGES AFFILIATES THAT PROVIDE RESIDENCE AND HEALTHCARE FOR THE ELDERLY | PA | 501(C)3 | 11C | SIMPSON SENIOR SERVICES | 0 |
| SIMPSON HOUSE | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 231352227 | CCRC PROVIDING HEALTHCARE, HOUSING, AND OTHER RELATED SERVICES TO RESIDENTS | PA | 501(C)3 | 9 | SIMPSON SENIOR SERVICES | 0 |
| JENNER'S POND | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 231548106 | CCRC PROVIDING HEALTHCARE, HOUSING, AND OTHER RELATED SERVICES TO RESIDENTS | PA | 501(C)3 | 9 | SIMPSON SENIOR SERVICES | 0 |
| THIRD CENTURY SERVICES | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 232948457 | PROVIDES SUPPORTIVE SERVICES TO FACILITIES PROVIDING CARE TO THE ELDERLY | PA | 501(C)3 | 11B | SIMPSON SENIOR SERVICES | 0 |
| SIMPSON GLEN | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 232960640 | CCRC PROVIDING HEALTHCARE, HOUSING, AND OTHER RELATED SERVICES TO RESIDENTS | PA | 501(C)3 | 9 | SIMPSON SENIOR SERVICES | 0 |
| SIMPSON MID-TOWN | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 233089337 | PROVIDES HOUSING FOR ELDERLY, LOW INCOME RESIDENTS | PA | 501(C)3 | 9 | SIMPSON SENIOR SERVICES | 0 |
| SIMPSON HOUSE FOUNDATION | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 232320545 | RECEIVE AND ADMINISTER FUNDS FOR CHARITABLE WORKS OF SIMPSON HOUSE, INC. | PA | 501(C)3 | 11B | SIMPSON SENIOR SERVICES | 0 |
| NARBERTH ADULT CARE SERVICES | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 232948458 | PROVIDES ADULT DAY CARE SERVICES AND HEALTHCARE TO THE ELDERLY | PA | 501(C)3 | PF | SIMPSON SENIOR SERVICES | 0 |
| SIMPSON FOUNDATION | ||||||||||
| 150 MONUMENT ROAD SUITE 105 | BALA CYNWYD | PA | 19004 | 454731794 | CHARITABLE, LITERARY, SCIENTIFIC, RELIGHIOUS & EDUC PURPOSES FOR THE ELDERLY | PA | 501(C)3 | 9 | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON GARDENS LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT ROAD SUITE 105 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412069202 | EIN |
| Primary Activities | ECONOMIC DEVELOPMENT OF LOW INCOME HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON SENIOR SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Share Of Total Income | $288,920 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $3,644,139 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 1.00000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON GARDENS HOUSING CORP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT ROAD | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412069201 | EIN |
| Primary Activities | ECONOMIC DEVELOPMENT OF LOW INCOME HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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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