2014-08-15T08:44:43-05:00 2013-12-31 521933453 HEIMLANTZ PC 1997 ANNAPOLIS EXCH PKWY 310 ANNAPOLIS MD 21401 990 2013-01-01 521802714 NATIONAL INVESTMENT CENTER FOR THE SENIORS HOUSING & CARE INDUSTRY INC NATI 4102670504 1997 ANNAPOLIS EXCHANGE PARKWAY NO 480 ANNAPOLIS MD 21401 ROBERT G KRAMER PRESIDENT 4102670504 2014-08-15 1 DAVID W HILLERY CPA P00005391 4108415575 2013 2015-11-30 17:44:51Z ROBERT G KRAMER 1997 ANNAPOLIS EXCHANGE PARKWAY NO 480 ANNAPOLIS MD 21401 10090208 0 X NIC.ORG X 1992 MD TO ADVANCE THE ACCESSIBILITY AND QUALITY OF HOUSING AND CARE FOR AMERICA'S ELDERS THROUGH RESEARCH, EDUCATION AND INCREASED TRANSPARENCY THAT FACILITATES LEADERSHIP DEVELOPMENT, QUALITY OUTCOMES, AND INFORMED INVESTMENT DECISIONS WITH RESPECT TO SENIORS HOUSING AND CARE. 18 17 36 120 0 0 0 0 8723813 10073626 16413 16582 0 0 8740226 10090208 0 0 0 0 3801457 3993924 0 0 0 3954495 5042648 7755952 9036572 984274 1053636 6145797 7651999 2364415 2814419 3781382 4837580 X TO ADVANCE THE ACCESSIBILITY AND QUALITY OF HOUSING AND CARE FOR AMERICA'S ELDERS THROUGH RESEARCH, EDUCATION AND INCREASED TRANSPARENCY THAT FACILITATES LEADERSHIP DEVELOPMENT, QUALITY OUTCOMES, AND INFORMED INVESTMENT DECISIONS WITH RESPECT TO SENIORS HOUSING AND CARE. 0 0 3622453 7477876 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 ACCESSIBILITY 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. 2279460 2368545 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. 1264827 146754 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 ACCESSIBILITY IN SENIORS HOUSING AND CARE SETTINGS. 80451 WEBSITE SPONSORSHIP REVENUEMISCELLANEOUS PROGRAM REVENUE 80451 7166740 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 39 0 1 36 1 0 0 0 0 0 0 0 0 X 18 17 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 0.40 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 KOREY DOUG BOARD MEMBER 1.00 X 0 0 0 MACE BETH BURNHAM BOARD MEMBER 1.00 X 0 0 0 MAGO ANGELA BOARD MEMBER 1.00 X 0 0 0 MULLOY PAT BOARD MEMBER/ OAB CHAIR 0.40 X 0 0 0 READ KURT BOARD MEMBER 1.00 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/FORMER VICE CHAIR 2.00 X X 0 0 0 RICHARDSON RANDY FORMER BOARD CHAIR 3.00 X X 0 0 0 RAZOOK BRAD VICE CHAIR/FORMER SECRETARY 2.00 X X 0 0 0 SEYMOUR JIM SECRETARY 1.00 X X 0 0 0 BIRON DAN TREASURER 2.00 X X 0 0 0 KRAMER ROBERT PRESIDENT 54.30 X X 464027 0 174028 HARGRAVE MICHAEL VP - NIC MAP 54.30 X 288526 0 5234 HARRY CHARLES MANAGING DIRECTOR 63.50 X 200000 0 56330 PALMERI JESSICA MANAGING DIRECTOR 55.00 X 200000 0 52000 BLUMER JOHN NATIONAL SALES DIRECTOR 40.00 X 140556 0 4111 GERAGHTY LEIGH ANNA TECHNICAL APP. DEV. 41.00 X 113800 0 5298 KAUFFMAN WILLIAM SENIOR RESEARCH ANALYST 46.00 X 112377 0 11073 LEAVY JAMES DIRECTOR IT 43.00 X 136440 0 4738 RANEY DANIEL DATABASE DEV & SERVS 46.00 X 125500 0 19177 1781226 0 331989 10 0 1 0 SHERATON CHICAGO HOTEL 301 EAST NORTH WATER ST CHICAGO IL 60611 CONFERENCE SERVICES 917735 PROMATURA GROUP 19 CR 168 OXFORD MS 38655 RESEARCH DATA 540541 HILTON SAN DIEGO BAYFRONT ONE PARK BLVD SAN DIEGO CA 92101 CONFERENCE SERVICES 381984 NORTH STAR MARKETING 1130 TEN ROD RD STE A-205 NORTH KINGSTOWN RI 02852 MARKETING/PROFESSIONAL SERVICES 214548 THE HARRY WALKER AGENCY 355 LEXINGTON AVE 21ST FLOOR NEW YORK NY 10017 CONFERENCE SPEAKERS 172704 9 CONFERENCE AND EVENTS 900099 7477876 7477876 MAP INCOME 900099 2368545 2368545 RESEARCH INCOME 900099 146754 146754 WEBSITE SPONSORSHIP 900099 80451 80451 10073626 16582 16582 10090208 10073626 0 16582 1386834 1055695 331139 2097624 1720773 376851 90505 72212 18293 204806 44973 159833 214155 178367 35788 327712 140627 187085 17934 17934 173754 156108 17646 210636 173775 36861 101915 86628 15287 272186 272186 70970 54850 16120 2208850 2208850 125691 125691 47082 18074 29008 MAP EXPENSES 1036425 1036425 0 RESEARCH/PROJECT EXPENS 219383 219383 0 OTHER EXPENSES 153316 153316 BOARD & COMMITTEE EXPEN 76794 76794 9036572 7166740 1869832 0 645234 442493 4689183 6517277 95455 35202 17600 22109 894381 271914 685874 622467 12451 12451 6145797 7651999 603256 809712 1481342 1766862 279817 237845 2364415 2814419 X 3781382 4837580 3781382 4837580 6145797 7651999 1053636 2562 0 X X 0 1 X 1 0 X 557750 557750 4285902 6094961 7096725 8723813 10073626 36275027 4843652 6094961 7096725 8723813 10073626 36832777 0 0 0 36832777 107415 58085 24621 16413 16582 223116 107415 58085 24621 16413 16582 223116 20034 44862 64896 4971101 6197908 7121346 8740226 10090208 37120789 0.99220 0.98620 0.00600 0.01130 X 393084 81051 312033 501297 190863 310434 622467 DEFERRED RENT 237845 237845 X 10092770 2562 2562 10090208 0 10090208 9036572 0 9036572 0 9036572 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. X X X X X X 0 0 0 0 0 0 0 0 0 KRAMER ROBERT PRESIDENT 306527 0 82500 0 75000 0 122500 0 51528 0 638055 0 0 0 HARGRAVE MICHAEL VP - NIC MAP 98784 0 25667 0 164075 0 0 0 5234 0 293760 0 50000 0 HARRY CHARLES MANAGING DIRECTOR 160000 0 40000 0 0 0 40000 0 16330 0 256330 0 0 0 PALMERI JESSICA MANAGING DIRECTOR 160000 0 40000 0 0 0 40000 0 12000 0 252000 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 XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS FROM PRIOR YEARS.