THE TEMPLE FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE TEMPLE FOUNDATION INC (EIN 54-6056731)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-13
- IRS object ID
- 201432259349300548
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-13T08:44:09-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520954153 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENDELSON & MENDELSON CPA'S A PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12505 PARK POTOMAC AVE STE 250 | AddressLine1 |
| City | POTOMAC | City |
| State | MD | State |
| ZIP Code | 208546805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546056731 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TEMPLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEMP | BusinessNameControlTxt |
| Phone | 7035918993 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9229 ARLINGTON BOULEVARD | AddressLine1 |
| City | FAIRFAX | City |
| State | VA | State |
| ZIP Code | 22031 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK RIDGELY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7035918993 | PhoneNum |
| Signature | 2014-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS B RUEBELMANN CPA | PreparerPersonNm |
| PTIN | P00157850 | PTIN |
| Phone | 3016560001 | PhoneNum |
| Preparation | 2014-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK RIDGELY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE TEMPLE FOUNDATION INC | AddressLine1 |
| City | FAIRFAX | City |
| State | VA | State |
| ZIP Code | 22031 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,035,700 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | THEVIRGINIAN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION IS THE CONTINUING CARE PROVIDER AT THE VIRGINIAN IN FAIRFAX, VA. THE FACILITY IS A COMPLETE CONTINUING CARE RETIREMENT COMMUNITY WITH INDEPENDENT LIVING AND ASSISTED LIVING APARTMENTS AND A COMPLETE HEALTH CARE CENTER WITH 100 HEALTH CARE BEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 447 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $175,550 | PYContributionsGrantsAmt |
| CY Contributions Grants | $855 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,358,878 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,727,811 | CYProgramServiceRevenueAmt |
| PY Investment Income | $202,572 | PYInvestmentIncomeAmt |
| CY Investment Income | $307,034 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $28,737,000 | PYTotalRevenueAmt |
| CY Total Revenue | $30,035,700 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,701,986 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,475,061 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,774,704 | PYOtherExpensesAmt |
| CY Other Expenses | $12,070,720 | CYOtherExpensesAmt |
| PY Total Expenses | $27,476,690 | PYTotalExpensesAmt |
| CY Total Expenses | $28,545,781 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,260,310 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,489,919 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,302,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,939,963 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,257,751 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,603,825 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,044,535 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,336,138 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION IS THE CONTINUING CARE PROVIDER AT THE VIRGINIAN IN FAIRFAX, VA. THE FACILITY IS A COMPLETE CONTINUING CARE RETIREMENT COMMUNITY WITH INDEPENDENT LIVING AND ASSISTED LIVING APARTMENTS AND A COMPLETE HEALTH CARE CENTER WITH 100 HEALTH CARE BEDS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $24,009,360 | ExpenseAmt |
| Desc | ALL PROGRAM SERVICE ACTIVITY IS DIRECTED TOWARD THE OPERATION OF PROVIDING A HOME FOR LIFE TO ITS RESIDENTS. | Desc |
| Total Program Service Expenses | $24,009,360 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 447 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TEMPLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7035918993 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9229 ARLINGTON BLVD | AddressLine1 |
| City | FAIRFAX | City |
| State | VA | State |
| ZIP Code | 22031 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 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 |
|---|---|---|---|---|---|---|---|
| MARK RIDGELY | |||||||
| TREASURER | 40.00 | Yes (X) | Yes (X) | $201,300 | $0 | $21,254 | |
| CHRISTOPHER ISHERWOOD | |||||||
| DIRECTOR | 20.00 | Yes (X) | Yes (X) | $130,332 | $0 | $11,227 | |
| JAMES SCHOENBERGER | |||||||
| PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT D ZUROWSKI MD | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN WOODDELL | |||||||
| VICE-PRES. | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUISE LYNCH | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA DRAKE | |||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY SCHULTE | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED M HADEN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PRISCILLA KNEISLEY | |||||||
| DIR HLTH SVC | 40.00 | $132,994 | $0 | $14,269 | Yes (X) | ||
| CATHY RENKIEWICZ | |||||||
| DIR OF REHAB | 40.00 | $116,323 | $0 | $3,224 | Yes (X) | ||
| CHRISTIE BILLINGS | |||||||
| DIR OF HOME | 40.00 | $110,777 | $0 | $9,238 | Yes (X) | ||
| NORWU HOWARD-WESSON | |||||||
| DIR. OF NURS | 40.00 | $103,813 | $0 | $13,278 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $795,539 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $72,490 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THOMPSON ASSOCIATES | |||||
| PO BOX 919 | MIDDLEBURG | VA | 20118 | FACILITY RENTAL | $3,065,905 |
| SODEXHO INC & AFFILIATES | |||||
| PO BOX 536922 | ATLANTA | GA | 30353 | FOOD SERVICES | $2,426,310 |
| OMNICARE INC | |||||
| PO BOX 635950 | CINCINNATI | OH | 45263 | PHARMACY PROD. | $655,372 |
| THI STAFFING INC | |||||
| 7297 LEE HIGHWAY | FALLS CHURCH | VA | 22042 | TEMP NURSING | $362,958 |
| T&K CONTRACTING LLC | |||||
| 551 MARLBOROUGH RD | STAFFORD | VA | 22554 | REMODELING | $216,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $855 | AllOtherContributionsAmt |
| Total Contributions | $855 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| RESIDENT MAINTENANCE FEES | $14,267,556 | $14,267,556 |
| MEDICAL SUPPLIES & FEES | $8,317,796 | $8,317,796 |
| RESIDENT HEALTH CARE FEES | $3,635,023 | $3,635,023 |
| RESIDENT SERVICES/PROGRAMS | $1,386,636 | $1,386,636 |
| HOME HEALTH PROGRAM | $962,871 | $962,871 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,157,929 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,157,929 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,727,811 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $307,034 | TotalRevenueColumnAmt |
| Exclusion | $307,034 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,035,700 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,727,811 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $307,034 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,632 | TotalAmt |
| Management And General | $331,632 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,534,601 | TotalAmt |
| Program Services | $11,866,313 | ProgramServicesAmt |
| Management And General | $1,668,288 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,980 | TotalAmt |
| Program Services | $127,483 | ProgramServicesAmt |
| Management And General | $22,497 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,465,467 | TotalAmt |
| Program Services | $1,254,104 | ProgramServicesAmt |
| Management And General | $211,363 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $993,381 | TotalAmt |
| Program Services | $826,099 | ProgramServicesAmt |
| Management And General | $167,282 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,550 | TotalAmt |
| Management And General | $26,550 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,850 | TotalAmt |
| Management And General | $75,850 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,824 | TotalAmt |
| Program Services | $358,914 | ProgramServicesAmt |
| Management And General | $177,910 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,660 | TotalAmt |
| Management And General | $219,660 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,411 | TotalAmt |
| Program Services | $67,420 | ProgramServicesAmt |
| Management And General | $303,991 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,639 | TotalAmt |
| Management And General | $102,639 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,459,655 | TotalAmt |
| Program Services | $4,459,655 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,858 | TotalAmt |
| Management And General | $43,858 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $646 | TotalAmt |
| Program Services | $646 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,183,625 | TotalAmt |
| Program Services | $1,183,625 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668,938 | TotalAmt |
| Management And General | $668,938 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD SERVICE CONTRACT | $1,781,326 | $1,781,326 | |
| OUTSIDE SERVICES | $768,325 | $768,325 | |
| SUPPLIES | $761,552 | $761,552 | |
| RESIDENT SUBSISTENCE GRAN | $276,392 | $276,392 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,469 | TotalAmt |
| Program Services | $553,898 | ProgramServicesAmt |
| Management And General | $239,571 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,545,781 | TotalAmt |
| Program Services | $24,009,360 | ProgramServicesAmt |
| Management And General | $4,536,421 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,257,485 | BOYAmt |
| EOY | $5,107,718 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,522 | BOYAmt |
| EOY | $836,857 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,618,636 | BOYAmt |
| EOY | $1,410,981 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,114 | BOYAmt |
| EOY | $389,505 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,261,476 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,756,975 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,819,128 | BOYAmt |
| EOY | $8,504,501 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,808,556 | BOYAmt |
| EOY | $8,258,937 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,845 | BOYAmt |
| EOY | $431,464 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,302,286 | BOYAmt |
| EOY | $24,939,963 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,926,494 | BOYAmt |
| EOY | $2,370,536 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,202,098 | BOYAmt |
| EOY | $2,051,931 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,456 | BOYAmt |
| EOY | $47,504 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,081,703 | BOYAmt |
| EOY | $2,133,854 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,257,751 | BOYAmt |
| EOY | $6,603,825 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,044,535 | BOYAmt |
| EOY | $18,336,138 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,044,535 | BOYAmt |
| EOY | $18,336,138 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,302,286 | BOYAmt |
| EOY | $24,939,963 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,489,919 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$198,316 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $22,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $855 | CurrentTaxYearAmt |
| Total | $217,260 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,715,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,427,930 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,616,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,358,878 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,727,811 | CurrentTaxYearAmt |
| Total | $128,846,627 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,737,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,428,230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,634,739 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,534,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,728,666 | CurrentTaxYearAmt |
| Total | $129,063,887 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $129,063,887 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $416,896 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,593 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $271,481 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $202,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $307,034 | CurrentTaxYearAmt |
| Total | $1,314,576 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $416,896 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,593 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $271,481 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $202,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $307,034 | CurrentTaxYearAmt |
| Total | $1,314,576 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,154,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,544,823 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,906,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,737,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,035,700 | CurrentTaxYearAmt |
| Total | $130,378,463 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99030 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $157,600 | InvestmentCostOrOtherBasisAmt |
| Book Value | $157,600 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,000,507 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,188,788 | DepreciationAmt |
| Book Value | $6,811,719 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,103,369 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,568,187 | DepreciationAmt |
| Book Value | $1,535,182 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,504,501 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS-LIFE CARE CONTRACTS | $1,133,092 |
| RESIDENT DEPOSITS FUNDING INVESTMENT | $921,000 |
| DEFERRED COMPENSATION | $79,762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,133,854 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $29,837,384 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$198,316 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$198,316 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,035,700 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $30,035,700 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,545,781 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $28,545,781 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $28,545,781 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART IV, LINE 2B | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION ACTS AS A CUSTODIAN TO A RESIDENT SPONSORED FELLOWSHIP FUND. THE RESIDENTS MAKE CONTRIBUTIONS TO AN ACCOUNT WHICH IS USED FOR FELLOW RESIDENTS IN TIMES OF NEED. AN INDEPENDENT BOARD OF RESIDENTS DETERMINES WHEN DISBURSEMENTS ARE TO BE MADE. THE CASH BALANCE IS INCLUDED IN PART X, LINE 1. THE ESCROW LIABILITY IS INCLUDED IN PART X, LINE 21. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK RIDGELY | PersonNm |
| Title | TREASURER | TitleTxt |
| Base Compensation Filing Org | $201,300 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $21,254 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $222,554 | TotalCompensationFilingOrgAmt |
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 | THOMPSON ASSOCIATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | LANDLORD | RelationshipDescriptionTxt |
| Transaction | $3,065,905 | TransactionAmt |
| Transaction | RENTAL OF FACILITY | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | PAST BOARD MEMBERS, ROLAND THOMPSON, MARNA MOORE AND DR. CYNDI THOMPSON ARE OR WERE MEMBERS OF OR ARE MARRIED TO MEMBERS OF THOMPSON ASSOCIATES. MR. THOMPSON WAS A PARTNER IN THOMPSON ASSOCIATES AND IS NOW DECEASED, MRS. MOORE WAS A PARTNER IN THOMPSON ASSOCIATES AND IS NOW MEDICALLY INCOMPACITATED AND DR. THOMPSON IS MARRIED TO ANOTHER PARTNER OF THOMPSON ASSOCIATES. ALL OF THESE INDIVIDUALS HAVE NOT BEEN ACTIVE BOARD MEMBERS FOR SEVERAL YEARS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE FOUNDATION IS THE CONTINUING CARE PROVIDER AT THE VIRGINIAN IN FAIRFAX, VA. THE FACILITY IS A COMPLETE CONTINUING CARE RETIREMENT COMMUNITY WITH INDEPENDENT LIVING AND ASSISTED LIVING APARTMENTS AND A COMPLETE HEALTH CARE CENTER WITH 100 HEALTH CARE BEDS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FROM 990 IS REVIEWED IN DETAIL BY THE ORGAINZATION'S TREASURER PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH DIRECTOR IS ANNUALLY REQUIRED TO SIGN A CONFLICTS OF INTEREST STATMENT AND DISCLOSE ANY RELATIONSHIP WITH THE TEMPLE FOUNDATION OR ANOTHER ORGANIZATION THAT DOES BUSINESS WITH THE TEMPLE FOUNDATION THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. THESE STATEMENTS ARE REVIEWED BY THE PRESIDENT OF THE BOARD OF DIRECTORS AND THE FOUNDATION'S ATTORNEY IF DEEMED NECESSARY. IN THE EVENT THAT THE PRESIDENT DETERMINES THAT A CONFLICT EXISTS, THE DIRECTOR IS NOT ALLOWED TO PARTICIPATE IN ANY DECISION OR ATTEND ANY MEETING WHERE A DISCUSSION INVOLVING THE RELATIONSHIP, ENTITY OR ACTIVITY IS DISCUSSED OR DECIDED. |
| FORM 990, PAGE 6, PART VI, LINE 15A | ANNUALLY, A PUBLISHED ANALYSIS OF INDUSTRY COMPENSATION INFORMATION FOR THE REGION IS USED AS A GUIDE TO EVALUATE AND SET THE SALARIES, WAGES AND BENEFITS FOR THE EXECUTIVE DIRECTOR AND ALL DEPARTMENT HEADS. THE EXECUTIVE DIRECTOR RECOMMENDS COMPENSATION PROGRAMS FOR EACH OF THE DEPARTMENT HEADS TO THE BOARD OF DIRECTORS. THE TEMPLE FOUNDATION MAINTAINS A COMPENSATION COMMITTEE WITHIN THE BOARD OF DIRECTORS WHO REVIEW THE INDUSTRY EVALUATION AND THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND HIS RECOMMENDATIONS FOR THE INDIVIDUAL DEPARTMENT HEADS AND INDEPENDENTLY APPROVES THE COMPENSATION PLANS FOR THE EXECUTIVE DIRECTOR AND THE DEPARTMENT HEADS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SEE INFORMATION IN 15A |
| FORM 990, PAGE 6, PART VI, LINE 19 | ANNUALLY THE ORGANIZATION IS REQUIRED TO FILE A DETAILED DISCLOSURE STATEMENT WITH THE COMMONWEALTH OF VIRGINIA, BUREAU OF INSURANCE THAT CONTAINS DETAILED INFORMATION ON THE ORGANIZATION AND THE FACILITY INCLUDING A DESCRIPTION OF THE BUSINESS FORM OF THE ORGANIZATION, DESCRIPTION OF THE PHYSICAL PLANT AND REAL PROPERTY, NAMES, ADDRESSES AND BACKGROUND INFORMATION ON MEMBERS OF THE BOARD OF DIRECTORS, COPIES OF CONTRACTS USED TO ADMIT RESIDENTS, INFORMATION ON FEES CHARGED, A FIVE YEAR HISTORY OF FEE INCREASES FOR SERVICE ACCOMODATIONS, AUDITED FINANCIAL STATEMENTS FOR THE MOST RECENT TWO YEAR PERIOD AND A FORECASTED INCOME STATEMENT FOR THE NEXT OPERATING YEAR. THIS INFORMATION IS ALSO MAINTAINED AT THE MAIN OFFICE AND THE RESIDENT'S LIBRARY OF THE ORGANIZATION AND IS AVAILABLE FOR INSPECTION BY ANY CURRENT RESIDENT OR PROSPECTIVE RESIDENT OF THE FACILITY AND THEIR FAMILIES. |
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