PRESBYTERIAN HOME OF MARYLAND INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PRESBYTERIAN HOME OF MARYLAND INC (EIN 52-0607932)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-26
- IRS object ID
- 201522999349300502
- Schema version
- 2014v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-26T07:33:11-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA LAFFERTY CPA | PreparerPersonNm |
| PTIN | P01222987 | PTIN |
| Phone | 4104530900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| 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 | $15,382,704 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PRESBYTERIANHOMEOFMD.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 | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 100 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $69,655 | PYContributionsGrantsAmt |
| CY Contributions Grants | $97,316 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,678,731 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,664,296 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,834,710 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,900,029 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,136,289 | PYOtherRevenueAmt |
| CY Other Revenue | -$73,317 | CYOtherRevenueAmt |
| PY Total Revenue | $5,446,807 | PYTotalRevenueAmt |
| CY Total Revenue | $6,588,324 | 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 | $4,397,296 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,294,312 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $13,996 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,310,328 | PYOtherExpensesAmt |
| CY Other Expenses | $2,326,631 | CYOtherExpensesAmt |
| PY Total Expenses | $6,707,624 | PYTotalExpensesAmt |
| CY Total Expenses | $6,620,943 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,260,817 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$32,619 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,344,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,944,946 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,704,297 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,463,797 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,640,605 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,481,149 | 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 | 0 | SignificantChangeInd |
| Expense | $4,863,357 | ExpenseAmt |
| Revenue | $4,664,296 | RevenueAmt |
| Desc | PRESBYTERIAN HOME IS A CONTINUING CARE RETIREMENT COMMUNITY LICENSED FOR 78 ASSISTED LIVING UNITS AND 22 COMPREHENSIVE CARE UNITS WHICH PROVIDED SUPERIOR QUALITY CARE FOR 95 RESIDENTS DURING 2014 BY PROVIDING THE FOLLOWING PROGRAM SERVICES. HISTORY: ON JANUARY 24, 1884, THE PRESBYTERIAN HOME OF BALTIMORE, AS IT WAS THEN 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 HOME MOVED TO ITS CURRENT LOCATION, THE OFFUTT ESTATE, A LARGE AND GRACIOUS HOME IN TOWSON, MARYLAND. OVER THE COURSE OF TIME NUMEROUS CHANGES HAVE BEEN MADE TO THE ORIGINAL DWELLING. THE CONSTRUCTION OF ADDITIONAL WINGS HAS ALLOWED THE HOME TO EXPAND ITS POPULATION, AND THE ADDITION OF A WELLNESS AREA, INCLUDING AN ACTIVITY CENTER AND PHYSICIAN'S SUITE, HAS ALLOWED US TO PROVIDE UP-TO-DATE ACCOMMODATIONS AND SERVICES WITHIN THE HOME'S GRACIOUS ENVIRONMENT TODAY. THE HOME SITS AMIDST MATURE TREES, FLOWERING SHRUBS AND BEAUTIFULLY LANDSCAPED GROUNDS. A WALKING PATH WITH CONVENIENTLY PLACED BENCHES MEANDERS BESIDE A LOW STONE WALL ON THE EDGE OF THE PROPERTY, AND SITTING PORCHES GRACE. THE FACADE OF THE BUILDING RESIDENTS ENJOY BOTH THE CHARMING OUTDOOR SURROUNDINGS AND THE MANY WELCOMING AND COMFORTABLE AREAS WITHIN THE BUILDING ITSELF. IN ADDITION, THE SURROUNDING NEIGHBORHOOD OFFERS A VAST ARRAY OF SOCIAL, CULTURAL, EDUCATIONAL AND RECREATIONAL OPPORTUNITIES TO KEEP EVEN THE MOST ACTIVE RESIDENTS BUSY. OVER THE YEARS, THE PRESBYTERIAN HOME HAS GROWN FROM AN INSTITUTION SERVING THE NEEDS OF CHURCH MEMBERS TO A COMMUNITY THAT WELCOMES RESIDENTS OF ALL FAITHS AND DENOMINATIONS. THE PRESBYTERIAN HOME OF MARYLAND 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 SERVICES THE PRESBYTERIAN HOME OFFERS ITS RESIDENTS A VAST ARRAY OF SERVICES DESIGNED TO PROVIDE THE FINEST QUALITY OF CARE AS WELL AS THE FINEST QUALITY OF LIFE POSSIBLE. THESE SERVICES INCLUDE NURSING, MEDICAL CARE, ENVIRONMENTAL, DIETARY AND ACTIVITIES IN ADDITION, ALL SERVICE PROVIDERS ADHERE TO OUR POLICY OF RESPECT FOR THE DIGNITY OF EACH RESIDENT NURSING SERVICES. OVER THE LAST 130 YEARS, THE PRESBYTERIAN HOME 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 OUR DIRECTOR OF NURSING. PHM HAS LICENSED STAFF ON- SITE 24 HOURS A DAY, 7 DAYS A WEEK. OUR NURSING STAFF IS REQUIRED TO PARTICIPATE IN REGULAR CLINICAL TRAINING THROUGH IN-SERVICE CLASSES AS WELL AS ATTENDING OUTSIDE QUALIFIED CLASSES. THIS ENSURES OUR MEDICAL PERSONNEL ARE KEPT ABREAST OF THE LATEST IN THE FIELD OF GERIATRIC CARE AND TREATMENT. EVERY PART OF THE PRESBYTERIAN HOME OF MARYLAND IS DESIGNED TO FEEL LIKE HOME. WE ARE COMMITTED TO OFFERING THE MOST INDEPENDENT LIFESTYLE WHILE TAILORING THE RESIDENT'S CARE PLAN TO MEET INDIVIDUAL NEEDS. TO DETERMINE THE LEVEL OF CARE, OUR CLINICAL TEAM WILL ASSESS THE PROSPECTIVE RESIDENT'S ABILITY TO PERFORM ACTIVITIES OF DAILY LIVING (AOL'S). THE AOL'S INCLUDE BATHING, DRESSING, MEDICATION ADMINISTRATION, MOBILITY, TOILETING, DINING AND COGNITION. A COMPREHENSIVE CARE PLAN WILL THEN BE IMPLEMENTED TO ENSURE THE SAFETY AND COMFORT OF OUR RESIDENT BECAUSE EACH RESIDENT IS UNIQUE. THEY WILL BE EVALUATED WITH THAT IN MIND. THE CARE PLAN WILL TAKE INTO CONSIDERATION THE GENERAL PHYSICAL, MENTAL AND PSYCHO-SOCIAL SITUATION OF THE RESIDENT. MEMBERS OF THE CARE TEAM WILL ADDRESS MEDICAL AND NURSING CARE, THERAPIES, MEALS AND FOOD SERVICE, ACTIVITIES AND EMOTIONAL NEEDS. BECAUSE WE OFFER THREE LEVELS OF ASSISTED LIVING AND A HEALTH CARE CENTER, ONCE ADMITTED, OUR RESIDENTS CAN REMAIN HERE AS THEIR NEED FOR MORE DAILY ASSISTANCE INCREASES FOR THOSE RESIDENTS WHO MAY BECOME TERMINALLY ILL. THE PRESBYTERIAN HOME WORKS WITH SEVERAL PREFERRED HOSPICE PROVIDERS. THESE PROVIDERS WORK IN TANDEM WITH OUR MEDICAL STAFF TO HELP FOSTER COMFORT, SELF-RESPECT AND TRANQUIUTY TO THE RESIDENT AND THE FAMILY. THE PRESBYTERIAN HOME OF MARYLAND RECOGNIZES 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. OUR RESPITE CARE SERVICE IS DESIGNED TO PROVIDE THE SAME HIGH STANDARD OF CARE THAT OUR PERMANENT RESIDENTS ENJOY ONLY ON A PLANNED, TEMPORARY BASIS. MEDICAL SERVICES: THE HOME HAS A MEDICAL DIRECTOR AND AN ASSISTANT MEDICAL DIRECTOR OF MEDICAL CARE. THESE PHYSICIANS ARE AVAILABLE ON SITE WEEKLYAND ARE AVAILABLE AS THE NEEDS OF OUR RESIDENTS ARISE. THE MEDICAL DIRECTOR PROVIDES SUPERVISION AND DIRECTION TO OUR NURSING SERVICES DEPARTMENT. RESIDENTS ARE FREE TO CHOOSE THEIR OWN PHYSICIANS, AND REFERRALS ARE MADE TO SPECIALISTS WHENEVER NECESSARY. SPECIALIZED CARE IS PROVIDED AT THE HOME ON A REGULAR BASIS BY THE FOLLOWING: PODIATRY, SPEECH THERAPY, PHYSICAL THERAPY, PHARMACY, OCCUPATIONAL THERAPY, GERIATRIC PSYCHIATRY, EXERCISE/FITNESS PROGRAMS. TWO OF MARYLAND'S FINEST HOSPITALS, GREATER BALTIMORE MEDICAL CENTER AND UNIVERSITY OF MARYLAND ST JOSEPH MEDICAL CENTER, ARE LESS THAN A 5 MINUTE RIDE FROM THE HOME. ENVIRONMENTAL SERVICES: MAKING SURE THE HOME IS NEAT AND CLEAN IS JUST ONE FUNCTION OF THIS IMPORTANT DEPARTMENT'S ROLE TO THE OVERALL HARMONY OF THE HOME SERVICES INCLUDE PERSONAL LAUNDRY, FACILITY LINEN, TRASH REMOVAL AND MAINTENANCE. THE PRESBYTERIAN HOME OF MARYLAND IS THE PROUD RECIPIENT OF THE 2006 DIAMOND AWARD FOR OUTSTANDING PERFORMANCE IN ENVIRONMENTAL CONTROL BY THE BALTIMORE COUNTY HEALTH DEPARTMENT. DIETARY SERVICES: PROPERNUTRITION AS WELL AS A PLEASING PRESENTATION PLAYS AN IMPORTANT ROLE IN THE GOOD HEALTH OF ALL SENIORS UNDER THE SUPERVISION OF OUR DIRECTOR OF HOSPITALITY. ALL THREE MEALS ARE CAREFULLY PREPARED BY OUR DIETARY TEAM. A REGISTERED DIETITIAN ALSO PROVIDES CONSULTATION AND SUPPORT TO OUR FOOD SERVICE DEPARTMENT. MEALS ARE SERVED IN TWO ATTRACTIVE DINING ROOMS WHERE RESIDENTS CAN ENJOY SMALL GROUPS OF FRIENDS. RESIDENTS HAVE THEIR CHOICE OF ENTREE AT THE DINNER MEAL, AND THE HOME ALWAYS HAS A SUBSTITUTE ENTREE AVAILABLE FOR THOSE RESIDENTS WHO CHOOSE NOT TO ATTEND THE MAIN DINING ROOM. FOR THE BREAKFAST MEAL, THEY CAN ENJOY A CONTINENTAL BREAKFAST INCLUDING JUICES, CEREAL AND FRESH FRUITS. THE CONTINENTAL BREAKFAST IS CONVENIENTLY LOCATED EACH MORNING IN OUR SPACIOUS KITCHENETTES LOCATED ON EACH WING OF THE HOME. LIFESTYLE AND WELLNESS: THE PRESBYTERIAN HOME OF MARYLAND OFFERS MANY VARIED ACTIVITIES ON A DAILY BASIS TO MEET THE NEEDSOF ALL OF OUR RESIDENTS. MANY OF OUR RESIDENTS CHOOSE 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 OUR FACILITY. OTHERS CHOOSE TO FILL THEIR DAYS WITH AN ASSORTMENT OF ACTIVITIES INCLUDING CRAFTS AND ENTERTAINMENT. WE OFFER SEVERAL WEEKLY SOCIALS INCLUDING OUR VERY POPULAR WINE & CHEESE SOCIAL AND ICE CREAM SOCIAL. ALL ACTIVITIES ARE PLANNED, IMPLEMENTED AND SUPERVISED BY OUR CERTIFIED RECREATION THERAPIST. THE PRESBYTERIAN HOME OF MARYLAND HOSTS SEVERAL EVENTS THROUGHOUT THE YEAR FOR RESIDENTS, VOLUNTEERS, FAMILIES AND STAFF. THESE SPECIAL EVENTS OFFER A CHANCE FOR RESIDENTS AND GUESTS TO GATHER FOR SOCIALIZATION AND TO TAKE PART IN PARTIES, FUNDRAISERS AND SPECIAL OCCASIONS. SOME OF THE EVENTS HOSTED EACH YEAR INCLUDE THE ANNUAL RESIDENT SHRIMP FEAST, THE ANNUAL CRAB FEAST, OUR FRIENDS & FAMILY SUPPER, AND SEVERAL HOLIDAY EVENTS | Desc |
| Total Program Service Expenses | $4,863,357 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | 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 | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 100 | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | 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 | 0 | 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 (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LOUISA LESLIE | |||||||
| CHAIRMAN OF THE BOARD | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| J THOMAS HYDE | |||||||
| VICE CHAIRMAN | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BETTY PEARCE | |||||||
| SECRETARY | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAREN HOFFMAN | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSEPH SLOVIK | |||||||
| ASSISTANT TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN F SHEA | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $175,760 | $0 | $21,671 | |
| ERIK STULLER | |||||||
| CFO | 40.00 | Yes (X) | Yes (X) | $157,331 | $0 | $7,491 | |
| SHAWN PYLE | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH SNEE JR | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| RIC BRYANT | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JON H LIVEZEY | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| CAROL LIENHARD | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH GREENE | |||||||
| BOARD MEMBER | 0.20 | Yes (X) | $35,122 | $0 | $0 | ||
| THELMA TAYLOR | |||||||
| DIRECTOR OF NURSING | 40.00 | $101,034 | $0 | $5,067 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $469,247 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,229 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN ADVISORY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 SOUTH BOND STREET SUITE 400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21234 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MGMT | ServicesDesc |
| Compensation | $130,289 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $97,316 | AllOtherContributionsAmt |
| Total Contributions | $97,316 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MONTHLY FEES | 623000 | $4,626,713 | $4,626,713 |
| ADMISSION FEES | 623000 | $31,149 | $31,149 |
| OTHER RESIDENT FEES | 623000 | $6,434 | $6,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,664,296 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $639,727 | TotalRevenueColumnAmt |
| Exclusion | $639,727 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,679 | 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 | $19,679 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,679 | TotalRevenueColumnAmt |
| Exclusion | $19,679 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,053,691 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,784,512 | SecuritiesAmt |
| Other | $8,877 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,269,179 | SecuritiesAmt |
| Other | -$8,877 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,260,302 | TotalRevenueColumnAmt |
| Exclusion | $1,260,302 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $635 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $991 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$356 | TotalRevenueColumnAmt |
| Exclusion | -$356 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS ON CONTRACT CANCELLATION | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | -$92,640 | TotalRevenueColumnAmt |
| Exclusion | -$92,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$92,640 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,588,324 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,664,296 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,826,712 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,060 | TotalAmt |
| Program Services | $190,003 | ProgramServicesAmt |
| Management And General | $333,295 | ManagementAndGeneralAmt |
| Fundraising | $3,762 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,069,376 | TotalAmt |
| Program Services | $2,400,211 | ProgramServicesAmt |
| Management And General | $665,013 | ManagementAndGeneralAmt |
| Fundraising | $4,152 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,047 | TotalAmt |
| Program Services | $84,306 | ProgramServicesAmt |
| Management And General | $27,580 | ManagementAndGeneralAmt |
| Fundraising | $161 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,804 | TotalAmt |
| Program Services | $249,502 | ProgramServicesAmt |
| Management And General | $68,960 | ManagementAndGeneralAmt |
| Fundraising | $342 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,025 | TotalAmt |
| Program Services | $195,941 | ProgramServicesAmt |
| Management And General | $70,583 | ManagementAndGeneralAmt |
| Fundraising | $501 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $912 | TotalAmt |
| Management And General | $912 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,186 | TotalAmt |
| Management And General | $42,186 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,720 | TotalAmt |
| Management And General | $174,720 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,309 | TotalAmt |
| Program Services | $116,048 | ProgramServicesAmt |
| Management And General | $100,261 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,673 | TotalAmt |
| Management And General | $150,673 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,860 | TotalAmt |
| Program Services | $27,578 | ProgramServicesAmt |
| Management And General | $84,874 | ManagementAndGeneralAmt |
| Fundraising | $408 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,723 | TotalAmt |
| Program Services | $8,953 | ProgramServicesAmt |
| Management And General | $17,770 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,172 | TotalAmt |
| Management And General | $241,172 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,946 | TotalAmt |
| Program Services | $4,914 | ProgramServicesAmt |
| Management And General | $22,032 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,077 | TotalAmt |
| Program Services | $7,449 | ProgramServicesAmt |
| Management And General | $26,628 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,990 | TotalAmt |
| Management And General | $128,990 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,676 | TotalAmt |
| Program Services | $287,453 | ProgramServicesAmt |
| Management And General | $29,165 | ManagementAndGeneralAmt |
| Fundraising | $1,058 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,807 | TotalAmt |
| Program Services | $70,649 | ProgramServicesAmt |
| Management And General | $77,137 | ManagementAndGeneralAmt |
| Fundraising | $21 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD & DINING | $280,757 | $280,757 | ||
| MEDICAL & HOSPITAL | $249,705 | $249,705 | ||
| OTHER | $75,632 | $5,287 | $69,243 | $1,102 |
| RESIDENT ACTIVITIES & A | $70,533 | $70,533 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,953 | TotalAmt |
| Program Services | $614,068 | ProgramServicesAmt |
| Management And General | -$587,604 | ManagementAndGeneralAmt |
| Fundraising | $2,489 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,620,943 | TotalAmt |
| Program Services | $4,863,357 | ProgramServicesAmt |
| Management And General | $1,743,590 | ManagementAndGeneralAmt |
| Fundraising | $13,996 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560 | BOYAmt |
| EOY | $87 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,357,179 | BOYAmt |
| EOY | $2,335,388 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,771 | BOYAmt |
| EOY | $105,716 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,299 | BOYAmt |
| EOY | $101,083 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,137,749 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,715,141 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,295,124 | BOYAmt |
| EOY | $3,422,608 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,390,198 | BOYAmt |
| EOY | $30,848,624 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,188,771 | BOYAmt |
| EOY | $8,131,440 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,344,902 | BOYAmt |
| EOY | $44,944,946 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,668 | BOYAmt |
| EOY | $913,228 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,863 | BOYAmt |
| EOY | $1,714 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,726,766 | BOYAmt |
| EOY | $3,447,855 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,129,000 | BOYAmt |
| EOY | $101,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,704,297 | BOYAmt |
| EOY | $4,463,797 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,139,070 | BOYAmt |
| EOY | $39,041,466 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,497 | BOYAmt |
| EOY | $518,642 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $921,038 | BOYAmt |
| EOY | $921,041 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,640,605 | BOYAmt |
| EOY | $40,481,149 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,344,902 | BOYAmt |
| EOY | $44,944,946 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$32,619 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $844,445 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,028,718 | 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 | $103,088 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,097 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,316 | CurrentTaxYearAmt |
| Total | $449,346 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,121,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,119,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,429,371 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,678,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,664,296 | CurrentTaxYearAmt |
| Total | $22,013,305 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,224,099 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,206,992 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,521,562 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,748,386 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,761,612 | CurrentTaxYearAmt |
| Total | $22,462,651 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,361 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,538 | CurrentTaxYearAmt |
| Total | $49,285 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $237,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $823,171 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,021,272 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,023,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,228,926 | CurrentTaxYearAmt |
| Total | $4,334,250 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $247,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $832,532 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,033,910 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,034,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,234,464 | CurrentTaxYearAmt |
| Total | $4,383,535 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $18,079,116 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $851,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $791,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $741,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $679,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $659,406 | CurrentTaxYearAmt |
| Total | $3,722,731 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $851,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $791,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $741,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $679,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $659,406 | CurrentTaxYearAmt |
| Total | $3,722,731 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,075,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,998,871 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,262,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,427,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,421,018 | CurrentTaxYearAmt |
| Total | $26,185,382 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.69040 | PublicSupportCY509Pct |
| Public Support PY509 | 0.69420 | PublicSupportPY509Pct |
| Investment Income CY | 0.14220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.15610 | 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 | $6,620,943 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,620,943 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $481,047 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $120,262 | 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 | $378,167 | CurrentYearMinus3Amt |
| Current Year Minus2 | $381,930 | CurrentYearMinus2Amt |
| Current Year Minus1 | $401,241 | CurrentYearMinus1Amt |
| Current Year | $481,047 | CurrentYearAmt |
| Total | $1,642,385 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,463,578 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $60,453 | CurrentYearMinus3Amt |
| Current Year Minus2 | $37 | CurrentYearMinus2Amt |
| Current Year Minus1 | $109 | CurrentYearMinus1Amt |
| Total | $60,599 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $94,542 | CurrentYearMinus3Amt |
| Current Year Minus2 | $95,483 | CurrentYearMinus2Amt |
| Current Year Minus1 | $100,310 | CurrentYearMinus1Amt |
| Current Year | $120,262 | CurrentYearAmt |
| Total | $410,597 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $615,896 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $82 | CurrentYearMinus3Amt |
| Current Year Minus2 | $37 | CurrentYearMinus2Amt |
| Current Year Minus1 | $109 | CurrentYearMinus1Amt |
| Total | $228 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,399,402 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$38,323 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $75,000 | OtherExpendituresAmt |
| Administrative Expenses | $5,172 | AdministrativeExpensesAmt |
| End Year Balance | $1,280,907 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,348,422 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $133,635 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $75,000 | OtherExpendituresAmt |
| Administrative Expenses | $7,655 | AdministrativeExpensesAmt |
| End Year Balance | $1,399,402 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.64870 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35130 | 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 | $66,243 | OtherCostOrOtherBasisAmt |
| Book Value | $66,243 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,923,005 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,690,730 | DepreciationAmt |
| Book Value | $2,232,275 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,333,391 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,024,411 | DepreciationAmt |
| Book Value | $308,980 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $815,110 | OtherCostOrOtherBasisAmt |
| Book Value | $815,110 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,422,608 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INVESTMENT INCOME | $68,737 |
| LAND AVAILABLE FOR SALE | $7,000,000 |
| BENEFICIAL INTEREST IN REMAINDER TRUSTS | $19,757 |
| OTHER ASSETS LONG TERM | $44,314 |
| OTHER ASSETS CURRENT | $13,877 |
| DEPOSITS FOR LAND ACQUISITION | $984,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,131,440 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ENTRANCE FEE LIABILITY | Desc |
| Amt | $101,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $101,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,461,487 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $844,445 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,028,718 | OtherRevenueAmt |
| Revenue Not Reported | $1,873,163 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,588,324 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,588,324 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,620,943 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,620,943 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,620,943 | 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 ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S 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 IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2014 OR 2013 |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN OBLIGATION TO PROVIDE FUTURE SERVICES 1,928,000. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 889. CHANGE IN VALUE OF LAND -900,171. |
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 | $167,330 | $0 | $993 | $0 | $7,437 | $0 | $7,721 | $0 | $13,950 | $0 | $197,431 | $0 | $0 | $0 |
| ERIK STULLER | ||||||||||||||
| CFO | $156,250 | $0 | $901 | $0 | $180 | $0 | $6,293 | $0 | $1,198 | $0 | $164,822 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNEE MAHONEY LUTCHE & HELMLINGER PA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | JOSEPH SNEE, A BOARD MEMBER, OWNS GREATER THAN 35% OF THE LAW FIRM. | RelationshipDescriptionTxt |
| Transaction | $77,346 | TransactionAmt |
| Transaction | LEGAL SERVICES RENDERED | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 11 | 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 15A | 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 COMMITIEE 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 FUTURE SERVICE OBLIGATION 1,928,000. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 889. CHANGE IN VALUE OF LAND -900,171. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM 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 | Yes (1) | 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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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