2015-09-24T11:14:58-05:00 2014-12-31 521933453 HEIMLANTZ PC 1997 ANNAPOLIS EXCH PKWY 310 ANNAPOLIS MD 21401 990 2014-01-01 521802714 NATIONAL INVESTMENT CENTER FOR THE SENIORS HOUSING & CARE INDUSTRY INC NATI 4102670504 1997 ANNAPOLIS EXCHANGE PKWY NO 480 ANNAPOLIS MD 21401 ROBERT G KRAMER CEO 4102670504 2015-09-24 1 DAVID W HILLERY CPA P00005391 4108415575 2014 2016-04-25 22:37:26Z ROBERT G KRAMER 1997 ANNAPOLIS EXCHANGE PKWY NO 480 ANNAPOLIS MD 21401 11610963 0 X NIC.ORG X 1992 MD TO ADVANCE THE QUALITY & AVAILABILITY OF SENIORS HOUSING & CARE OPTIONS FOR AMERICA'S ELDERS. NIC PROVIDES RESEARCH, EDUCATION, AND INCREASED TRANSPARENCY THAT FACILITATE INFORMED INVESTMENT DECISIONS, QUALITY OUTCOMES AND LEADERSHIP DEVELOPMENT IN SENIORS HOUSING AND CARE. 17 16 43 120 0 0 0 0 10073626 11584894 16582 26069 0 0 10090208 11610963 0 31450 0 0 3993924 4464917 0 0 0 5042648 6560822 9036572 11057189 1053636 553774 7651999 8438613 2814419 3048908 4837580 5389705 TO ADVANCE THE AVAILABILITY AND QUALITY OF HOUSING AND CARE FOR AMERICA'S ELDERS THROUGH RESEARCH, EDUCATION AND INCREASED TRANSPARENCY THAT FACILITATE LEADERSHIP DEVELOPMENT, QUALITY OUTCOMES, AND INFORMED INVESTMENT DECISIONS IN SENIORS HOUSING AND CARE. 0 0 4310741 8183038 NATIONAL CONFERENCE AND EDUCATIONAL EVENTS ARE HELD TO EXCHANGE INFORMATION RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE. THE NATIONAL CONFERENCE AND EDUCATIONAL EVENTS ADVANCE NIC'S CHARITABLE AND EDUCATIONAL MISSION TO PROMOTE AVAILABILITY AND QUALITY OF HOUSING AND CARE FOR AMERICA'S ELDERS BY PROVIDING A FORUM FOR THE EXCHANGE OF DATA AND ANALYTICS WHICH COMPRESS THE COST OF CAPITAL FOR SENIORS HOUSING AND CARE ORGANIZATIONS, PROMOTE EDUCATION ON THE CRITICAL ROLE OF OPERATIONS AND OPERATORS IN THE QUALITY AND SUCCESS OF SENIORS HOUSING AND CARE, AND PROVIDE A FORUM FOR THE DEVELOPMENT OF LEADERS IN SENIORS HOUSING AND CARE. 2095925 3175602 MAP INCOME - REVENUE RECEIVED FROM MAP, WHICH PROVIDES HISTORICAL TIME SERIES DATA ON OPERATIONAL AND FINANCIAL PERFORMANCE OF SENIORS HOUSING AND CARE FACILITIES. MAP ADVANCES NIC'S CHARITABLE AND EDUCATIONAL MISSION TO MAKE SENIORS HOUSING AND CARE SETTINGS AND SERVICES AVAILABLE TO A GREATER PERCENTAGE OF AMERICA'S ELDERS BY PROVIDING INCREASED TRANSPARENCY FROM RELIABLE DATA AND ANALYTICS WHICH SERVE TO INCREASE THE AVAILABILITY OF CAPITAL AND TO COMPRESS THE COST OF CAPITAL FOR SENIORS HOUSING AND CARE ORGANIZATIONS. 1855463 31450 226254 RESEARCH SERVICES - REVENUE RECEIVED FROM SUPPORT OF RESEARCH PROJECTS, RESEARCH STUDIES, AND SPONSORSHIP OF RESEARCH PUBLICATIONS. NIC'S RESEARCH ADVANCES NIC'S CHARITABLE AND EDUCATIONAL MISSION TO PROMOTE AND DISSEMINATE RESEARCH ON QUALITY AND AVAILABILITY OF SENIORS HOUSING AND CARE SETTINGS. 8262129 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 1 43 1 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROBERT G KRAMER 4102670504 1997 ANNAPOLIS EXCHANGE PARKWAY NO ANNAPOLIS MD 21401 BERNFIELD CRAIG BOARD MEMBER 0.20 X 0 0 0 COBB JOHN BOARD MEMBER 0.40 X 0 0 0 FOX TIM BOARD MEMBER 1.00 X 0 0 0 HERMAN CHARLES BOARD MEMBER 0.40 X 0 0 0 INSOFT STEVEN BOARD MEMBER 0.40 X 0 0 0 KOREY DOUG BOARD MEMBER 1.00 X 0 0 0 MAGO ANGELA BOARD MEMBER 1.00 X 0 0 0 MULLOY PAT BOARD MEMBER 0.40 X 0 0 0 READ KURT BOARD MEMBER 1.00 X 0 0 0 SCOTT MARGARET BOARD MEMBER 0.40 X 0 0 0 SMITH ANDY BOARD MEMBER 0.40 X 0 0 0 THIVIERGE RAY BOARD MEMBER 0.40 X 0 0 0 WATKINS DAVID BOARD MEMBER 0.40 X 0 0 0 WHITMAN ARNOLD BOARD MEMBER 1.00 X 0 0 0 MOORE JOHN BOARD CHAIR 2.00 X X 0 0 0 SEYMOUR JIM BOARD SECRETARY 1.00 X X 0 0 0 BIRON DANIEL BOARD TREASURER 2.00 X X 0 0 0 RAZOOK BRADLEY BOARD VICE CHAIR 2.00 X X 0 0 0 KRAMER ROBERT CHIEF EXECUTIVE OFFICER 58.00 X X 548902 0 237223 MACE ELIZABETH CHIEF ECONOMIST 45.00 X 285099 0 9384 PALMERI JESSICA FORMER MANAGING DIRECTOR 55.00 X 203129 0 10111 HARRY CHARLES MANAGING DIRECTOR 63.50 X 222484 0 146779 KAUFFMAN WILLIAM SENIOR RESEARCH ANALYST 46.00 X 121528 0 15048 MCGRAW CHRISTOPHER SENIOR RESEARCH ANALYST 44.00 X 109735 0 6957 GERAGHTY LEIGH ANNA TECHNICAL APP. DEV. 43.00 X 139940 0 8790 SUMNER KIMBERLY DIRECTOR EVENTS 60.00 X 134121 0 18333 KELLY JOHN DIRECTOR IT (FORMER) 40.00 X 201751 0 6475 1966689 0 459100 10 0 1 0 SHERATON CHICAGO HOTEL 301 EAST NORTH WATER ST CHICAGO IL 60611 CONFERENCE SERVICES 1003974 PROMATURA GROUP 19 CR 168 OXFORD MS 38655 RESEARCH DATA 541041 BOCA RATON RESORT & CLUB 501 EAST CAMINO REAL BOCA RATON FL 33432 CONFERENCE SERVICES 505517 BLANK ROME LLP ONE LOGAN SQUARE PHILADELPHIA PA 191036998 LEGAL SERVICES 322080 NIXON PEABODY 1300 CLINTON SQUARE ROCHESTER NY 146041792 LEGAL SERVICES 245863 5 CONFERENCE AND EVENTS 900099 8183038 8183038 MAP INCOME 900099 3175602 3175602 RESEARCH INCOME 900099 226254 226254 11584894 26069 26069 11610963 11584894 0 26069 X 31450 31450 1463292 1147839 315453 2527137 2086756 440381 107133 93361 13772 135249 96946 38303 232106 188116 43990 595852 164870 430982 19370 19370 2043113 1232826 810287 120962 120726 236 312204 228741 83463 401302 371075 30227 292049 292049 260138 211464 48674 2096445 2047508 48937 140221 140221 45056 16925 28131 MERCHANT & BANK FEES 161351 158774 2577 DUES, SUBSCRIPTIONS & R 71509 63502 8007 BAD DEBT EXPENSE 1250 1250 11057189 8262129 2795060 0 442493 1333792 6517277 6494671 35202 11962 22109 57268 896479 368010 622467 528469 12451 12451 7651999 8438613 809712 1027507 1766862 1825528 237845 195873 2814419 3048908 X 4837580 5389705 4837580 5389705 7651999 8438613 553774 -1649 0 X X 0 1 X 1 0 X 6094961 7096725 8723813 10073626 11584894 43574019 6094961 7096725 8723813 10073626 11584894 43574019 0 0 0 43574019 58085 24621 16413 16582 26069 141770 58085 24621 16413 16582 26069 141770 44862 44862 6197908 7121346 8740226 10090208 11610963 43760651 0.99570 0.99220 0.00320 0.00600 X 396031 97936 298095 500448 270074 230374 528469 DEFERRED RENT 195873 195873 X 11609314 -1649 -1649 11610963 0 11610963 11057189 0 11057189 0 11057189 PART X, LINE 2: IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER ASC 740, INCOME TAXES, MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE ORGANIZATION HAS TAKEN NO UNCERTAIN INCOME TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. 0 WASHINGTON STATE UNIVERSITY FOUNDATION PO BOX 641927 PULLMAN WA 991641925 911075542 501(C)(3) 20000 CLINICAL PROFESSORSHIP IN SENIOR LIVING MANAGEMENT REAL ESTATE RESEARCH INSTITUTE 100 PEARL ST 13TH FLOOR HARTFORD CT 06103 133415691 501(C)(3) 6000 ANNUAL EVENT SPONSORSHIP 2 X X X X X X 0 0 0 0 0 0 0 0 0 KRAMER ROBERT CHIEF EXECUTIVE OFFICER 349906 0 122500 0 76496 0 195600 0 41623 0 786125 0 122500 0 MACE ELIZABETH CHIEF ECONOMIST 194615 0 90000 0 484 0 9006 0 378 0 294483 0 0 0 PALMERI JESSICA FORMER MANAGING DIRECTOR 160228 0 40000 0 2901 0 4375 0 5736 0 213240 0 40000 0 HARRY CHARLES MANAGING DIRECTOR 172168 0 50000 0 316 0 138454 0 8325 0 369263 0 40000 0 SUMNER KIMBERLY DIRECTOR EVENTS 104993 0 29000 0 128 0 8342 0 9991 0 152454 0 0 0 KELLY JOHN DIRECTOR IT (FORMER) 200695 0 0 0 1056 0 6013 0 462 0 208226 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS FORM 990 PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE PRESIDENT AND HIS ASSISTANT SEND THE CONFLICT OF INTEREST POLICY AND INDIVIDUAL STATEMENT TO BE SIGNED BY EACH BOARD MEMBER. THIS IS DONE IN THE FALL AFTER THE ELECTION OF NEW BOARD MEMBERS, ALSO IMMEDIATELY WITH ANY CHANGE OF A BOARD MEMBER DURING THE YEAR. THE STATEMENTS ARE FORWARDED TO THE BOARD CHAIRMAN AND REVIEWED AT THE JANUARY EXECUTIVE COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THERE IS A COMPENSATION COMMITTEE OF THE BOARD THAT REVIEWS & RECOMMENDS SALARIES & BENEFITS ON AN ANNUAL BASIS FOR THE PRESIDENT & OTHER KEY EMPLOYEES OF THE ORGANIZATION. IN DETERMINING SUCH COMPENSATION, THE COMMITTEE RETAINED THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT. THIS CONSULTANT CONDUCTED A COMPENSATION STUDY WHICH INCLUDED SALARIES & BENEFITS FOR SIMILAR POSITIONS WITH OTHER NON PROFIT ORGANIZATIONS BASED ON REVIEW OF THEIR FORM 990S AND OTHER RESEARCH. THE COMPENSATION COMMITTEE THEN WORKED WITH THE ORGANIZATION'S OUTSIDE ATTORNEY TO DEVELOP A WRITTEN EMPLOYMENT CONTRACT FOR EACH KEY EMPLOYEE. THESE CONTRACTS WERE APPROVED BY THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES-PROGSERV-990 : PROGRAM SERVICE EXPENSES 1,232,826. MANAGEMENT AND GENERAL EXPENSES 810,287. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,043,113. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS FROM PRIOR YEARS.