BAPTIST HOMES SOCIETY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BAPTIST HOMES SOCIETY (EIN 25-0339430)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-13
- IRS object ID
- 201400449349301890
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-13T17:20:32-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232932984 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET SUITE 800 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250339430 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST HOMES SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BAPT | NameControl |
| Phone | 4125636550 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 489 CASTLE SHANNON BOULEVARD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15234 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALVIN W ALLISON JR | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 4125728255 | Phone |
| Date Signed | 2014-02-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN R LENART EA | Name |
| PTIN | P00289136 | PTIN |
| Phone | 4126976400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ALVIN W ALLISON JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 489 CASTLE SHANNON BOULEVARD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15234 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 42143753 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BAPTISTHOMES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1910 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDER OF LONG-TERM CARE AND INDEPENDENT LIVING SERVICES TO THE ELDERLY AND DISABLED. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 766 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 469883 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 609392 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 39423106 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 40880729 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 159438 | InvestmentIncomePriorYear |
| Investment Income Current Year | 49358 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 652553 | OtherRevenuePriorYear |
| Other Revenue Current Year | 604274 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 40704980 | TotalRevenuePriorYear |
| Total Revenue Current Year | 42143753 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 19079592 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 19396730 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 30505109 | OtherExpensePriorYear |
| Other Expenses Current Year | 29208267 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 49584701 | TotalExpensesPriorYear |
| Total Expenses Current Year | 48604997 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -8879721 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -6461244 | RevenuesLessExpensesCY |
| Total Assets BOY | 230420076 | TotalAssetsBOY |
| Total Assets EOY | 219993824 | TotalAssetsEOY |
| Total Liabilities BOY | 258443706 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 250343423 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -28023630 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -30349599 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | BUILDING ON OUR 100 YEAR TRADITION OF EXCELLENCE, WE OFFER A FULL CONTINUUM OF ENRICHED LIVING, COMPASSIONATE CARE, AND BENEVOLENCE TO A BROAD SPECTRUM OF INDIVIDUALS. WE PROMOTE A LIFESTYLE OF GROWTH, CREATIVITY AND INDEPENDENCE, WHILE RESPECTING THE DIGNITY AND SELF DETERMINATION OF THOSE LIVING AND WORKING IN OUR CHRISTIAN COMMUNITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 44697449 | Expense |
| Grants | 0 | Grants |
| Revenue | 40880729 | Revenue |
| Description | OPERATION AND MAINTENANCE OF TWO CONTINUING CARE RETIREMENT COMMUNITIES OF OLDER ADULTS INCLUDING SKILLED NURSING CARE, PERSONAL CARE, HUD SUBSIDIZED INDEPENDENT LIVING AND RESIDENTIAL INDEPENDENT LIVING. REHABILIATION SERVICES ARE ALSO PROVIDED TO THOSE INDIVIDUALS IN NEED OF THERAPY SERVICES. | Description |
| Total Program Service Expense | 44697449 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 791 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 766 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4125636550 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 489 CASTLE SHANNON BOULEVARD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15234 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MR JAN O WENZEL | ||||||||
| CHAIR | 1.00 | 1.00 | X | X | 0 | 0 | 0 | |
| MS VALERIE S FAETH | ||||||||
| SECRETARY | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| MR LARRY JACKLEY | ||||||||
| TREASURER | 1.00 | 1.00 | X | X | 0 | 0 | 0 | |
| MR THOMAS AGUE | ||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | X | X | 0 | 0 | 0 | |
| MS LAURIE BUTLER | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MR BRIAN T GONGAWARE | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| MR WORTH M HELMS | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| MR JOHN R ROWLAND | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MR DAVID E BERRY | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MR MARK PELUSI | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MR TERRY H GRUNEBERG | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MS DEBORAH A SMITH | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| MR FRANK PETRICH | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MR ALVIN W ALLISON JR | ||||||||
| PRESIDENT & CEO | 40.00 | 1.00 | X | 197443 | 0 | 26411 | ||
| MR BRENT V FOSTER | ||||||||
| CFO & ASST. TREASURER | 40.00 | 1.00 | X | 138242 | 0 | 22963 | ||
| MR ROBERT KOCENT | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | 129351 | 0 | 7716 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 465036 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 57090 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SUNDANCE REHABILITATION | |||||
| 6549 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | THERAPY | 2686678 |
| ARAMARK HEALTHCARE FACILITIES | |||||
| PO BOX 8018 | PHILADELPHIA | PA | 19101 | ENVIRONMENTAL MANAGEMENT | 507648 |
| CURA HOSPITALITY | |||||
| 285 EAST WATERFRONT DRIVE | PITTSBURGH | PA | 15230 | DINING | 402327 |
| SPECTRUM MARKETING CONSULTANTS | |||||
| 1349 EAST GARRISON BOULEVARD SUITE | GASTONIA | NC | 28054 | MARKETING | 400146 |
| TRANSPORTU | |||||
| 5020 THOMS RUN ROAD | OAKDALE | PA | 15071 | TRANSPORTATION | 349041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Related Organizations | 609392 | RelatedOrganizations |
| Total Contributions | 609392 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT SERVICES | 623000 | 40695816 | 40695816 |
| OTHER RESIDENT SERVICES | 623000 | 184913 | 184913 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 40880729 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47141 | TotalRevenueColumn |
| Exclusion | $47,141 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2217 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2217 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2217 | TotalRevenueColumn |
| Exclusion | $2,217 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| GUEST MEAL REVENUE | 900099 | 435373 | $435,373 |
| OTHER REVENUE | 900099 | 133333 | $133,333 |
| GIFT SHOP REVENUE | 900099 | 35568 | $35,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 604274 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42143753 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40880729 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $653,632 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 431914 | Total |
| Program Services | 431914 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15154233 | Total |
| Program Services | 12976976 | ProgramServices |
| Management And General | 2177257 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 578833 | Total |
| Program Services | 461721 | ProgramServices |
| Management And General | 117112 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2082724 | Total |
| Program Services | 1870995 | ProgramServices |
| Management And General | 211729 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1149026 | Total |
| Program Services | 996942 | ProgramServices |
| Management And General | 152084 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191637 | Total |
| Program Services | 191637 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33108 | Total |
| Management And General | 33108 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64451 | Total |
| Management And General | 64451 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1967 | Total |
| Management And General | 1967 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4264856 | Total |
| Program Services | 3697346 | ProgramServices |
| Management And General | 567510 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116189 | Total |
| Program Services | 32151 | ProgramServices |
| Management And General | 84038 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 567013 | Total |
| Program Services | 253810 | ProgramServices |
| Management And General | 313203 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4494 | Total |
| Management And General | 4494 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2548469 | Total |
| Program Services | 2548469 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75193 | Total |
| Program Services | 20420 | ProgramServices |
| Management And General | 54773 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20682 | Total |
| Program Services | 9994 | ProgramServices |
| Management And General | 10688 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8850322 | Total |
| Program Services | 8850322 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7137628 | Total |
| Program Services | 7137628 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316758 | Total |
| Program Services | 316758 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RESIDENT SERVICES | 3205204 | 3205204 | 0 | 0 |
| FOOD | 1500452 | 1445394 | 55058 | 0 |
| REPAIRS & MAINTENANCE | 157456 | 156381 | 1075 | 0 |
| HIRING | 69395 | 46804 | 22591 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82993 | Total |
| Program Services | 46583 | ProgramServices |
| Management And General | 36410 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48604997 | Total |
| Program Services | 44697449 | ProgramServices |
| Management And General | 3907548 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6308543 | BOY |
| EOY | 3155270 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3683028 | BOY |
| EOY | 4543018 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19327 | BOY |
| EOY | 19327 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 338366 | BOY |
| EOY | 345841 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 211247551 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 36478986 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179733752 | BOY |
| EOY | 174768565 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193855 | BOY |
| EOY | 219388 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40143205 | BOY |
| EOY | 36942415 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230420076 | BOY |
| EOY | 219993824 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3116066 | BOY |
| EOY | 4294623 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148465000 | BOY |
| EOY | 138650000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181873 | BOY |
| EOY | 128630 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106680767 | BOY |
| EOY | 107270170 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258443706 | BOY |
| EOY | 250343423 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -28407379 | BOY |
| EOY | -30662560 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 334559 | BOY |
| EOY | 263771 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49190 | BOY |
| EOY | 49190 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -28023630 | BOY |
| EOY | -30349599 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230420076 | BOY |
| EOY | 219993824 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -6461244 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -1939 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 4137214 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 441745 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 481917 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1102463 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 469883 | CurrentTaxYearMinus1Year |
| Current Tax Year | 609392 | CurrentTaxYear |
| Total | 3105400 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13567041 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23971252 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34742377 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39423106 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40880729 | CurrentTaxYear |
| Total | 152584505 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14008786 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24453169 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35844840 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39892989 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41490121 | CurrentTaxYear |
| Total | 155689905 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 155689905 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76661 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 482327 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 403649 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 158199 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47141 | CurrentTaxYear |
| Total | 1167977 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76661 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 482327 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 403649 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 158199 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47141 | CurrentTaxYear |
| Total | 1167977 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 282357 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 337593 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 469780 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 652553 | CurrentTaxYearMinus1Year |
| Current Tax Year | 604274 | CurrentTaxYear |
| Total | 2346557 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14367804 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25273089 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36718269 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40703741 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42141536 | CurrentTaxYear |
| Total | 159204439 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97790 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97570 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00730 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00980 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11439688 | OtherCostOrOtherBasis |
| Book Value | 11439688 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 177989238 | OtherCostOrOtherBasis |
| Depreciation | 25215660 | Depreciation |
| Book Value | 152773578 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7890159 | OtherCostOrOtherBasis |
| Depreciation | 2228305 | Depreciation |
| Book Value | 5661854 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13662315 | OtherCostOrOtherBasis |
| Depreciation | 8833178 | Depreciation |
| Book Value | 4829137 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 266151 | OtherCostOrOtherBasis |
| Depreciation | 201843 | Depreciation |
| Book Value | 64308 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 174768565 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (9 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN NET ASSETS OF BAPTIST HOMES FOUNDATION | 6423164 |
| WORKERS' COMPENSATION FUND | 1008623 |
| DEFERRED FINANCING COSTS | 5573881 |
| FUNDS HELD UNDER TRUST INDENTURE | 15235684 |
| DEFERRED MARKETING COSTS | 5313209 |
| RESIDENT DEPOSITS | 1984203 |
| PROJECT COSTS | 274024 |
| OTHER ASSETS | 850234 |
| DUE FROM AFFILIATE | 279393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 36942415 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DERIVATIVE FINANCIAL INSTRUMENTS | $1,219,976 |
| REFUNDABLE FEES | $99,423,584 |
| OTHER LIABILITIES | $1,011,610 |
| DUE TO AFFILIATE | $5,615,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 107270170 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE SOCIETY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2013 AND 2012. BAPTIST HOMES SOCIETY'S FEDERAL INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES FOR FISCAL YEARS BEFORE JUNE 30, 2010. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MR ALVIN W ALLISON JR | ||||||||||||||
| PRESIDENT & CEO | 183602 | 0 | 0 | 0 | 13841 | 0 | 12111 | 0 | 14300 | 0 | 223854 | 0 | 0 | 0 |
| MR BRENT V FOSTER | ||||||||||||||
| CFO & ASST. TREASURER | 122601 | 0 | 0 | 0 | 15641 | 0 | 8663 | 0 | 14300 | 0 | 161205 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOON INDUSTRIAL DEVELOPMENT AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CUSIP Number | 615437AA8 | CUSIPNumber |
| Date Issued | 2007-10-15 | DateIssued |
| Issue Price | 232515000 | IssuePrice |
| Description Of Purpose | CONSTRUCT A CONTINUING CARE RETIREMENT COMMUNITY | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 84050000 | AmountRetired |
| Total Proceeds | 232515000 | TotalProceeds |
| Issuance Costs From Proceeds | 6722373 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 3000000 | WorkingCapitalExpenditures |
| Capital Expenditures | 163971481 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | 1 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 1 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 1 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 6.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 1 | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 4.000000000000 | TermOfGIC |
| Regulatory Safe Harbor Satisfied | 1 | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 1 | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K PART IV, ARBITRAGE, LINE 2C | Identifier |
| Return Reference | DATE REBATE COMPUTATION PERFORMED | ReturnReference |
| Explanation | ISSUER NAME: MOON INDUSTRIAL DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/15/2012 | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| VALERIE FAETH | |||
| ATTORNEY AT FIRM ON BOARD OF DIRECTORS | 10707 | ORGANIZATION, IN ARMS-LENGTH TRANSACTIONS APPROVED BY THE BOARD OF DIRECTORS, PURCHASING LEGAL SERVICES FROM THE PROVIDER. | 0 |
| JAN WENZEL | |||
| ATTORNEY AT FIRM ON BOARD OF DIRECTORS | 14568 | ORGANIZATION, IN ARMS-LENGTH TRANSACTIONS APPROVED BY THE BOARD OF DIRECTORS, PURCHASING LEGAL SERVICES FROM THE PROVIDER. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 REVIEWED BY CEO WITH EXTERNAL ACCOUNTANTS. FORM 990 REVIEWED WITH AND APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS AND RECOMMENDED TO THE FULL BOARD OF DIRECTORS FOR RATIFICATION. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST STATEMENTS ARE REVIEWED FOR EXCEPTIONS. NEW CONTRACTS ARE REVIEWED BY CEO FOR ANY POTENTIAL CONFLICTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO COMPENSATION IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. APPROVAL IS DOCUMENTED IN COMMITTEE MINUTES. PROCESS IS CONDUCTED ANNUALLY IN SEPTEMBER. OFFICERS AND KEY EMPLOYEES COMPENSATION IS DETERMINED ANNUALLY BY THE CEO. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST | |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN ON DERIVATIVE FINANCIAL INSTRUMENTS 4,316,555. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF BAPTIST HOMES FOUNDATION -108,553. CHANGE IN TEMPORARILY RESTRICTED NET ASSETS -70,788. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2B: | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT ON THE CONSOLIDATED BASIS. | |
| FORM 990, PART XII, LINE 2C | NO CHANGE IN THE OVERSIGHT PROCESS IN THE CURRENT YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST HOMES FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 489 CASTLE SHANNON BOULEVARD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15234 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251469243 | EIN |
| Primary Activities | SUPPORT BAPTIST HOMES SOCIETY | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(3) TYPE 1 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST HOMES SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| BAPTIST HOMES FOUNDATION | ||
| C | 609932 | COST |
| BAPTIST HOMES FOUNDATION | ||
| L | 50004 | FAIR MARKET VALUE |
| BAPTIST HOMES FOUNDATION | ||
| D | 279393 | COST |
| BAPTIST HOMES FOUNDATION | ||
| E | 5615000 | COST |
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