ALLIANCE FOUNDATION OF FLORIDA INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ALLIANCE FOUNDATION OF FLORIDA INC (EIN 58-2476611)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-15
- IRS object ID
- 201302599349300725
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-15T11:54:53-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593070669 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE STEPHENS LOVELACE PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 SOUTH ORLANDO AVENUE SUITE 400 | AddressLine1 |
| City | WINTER PARK | City |
| State | FL | State |
| ZIP Code | 32789 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582476611 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALLIANCE FOUNDATION OF FLORIDA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALLI | NameControl |
| Phone | 7033597200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3989 CHAIN BRIDGE ROAD | AddressLine1 |
| City | FAIRFAX | City |
| State | VA | State |
| ZIP Code | 22030 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT P HOSTLER | Name |
| Title | PRESIDENT | Title |
| Phone | 7033597200 | Phone |
| Date Signed | 2013-09-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MELANIE A MCPEAK | Name |
| PTIN | P01346034 | PTIN |
| Phone | 4077405400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT P HOSTLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3989 CHAIN BRIDGE ROAD | AddressLine1 |
| City | FAIRFAX | City |
| State | VA | State |
| ZIP Code | 22030 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20021871 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | NONE | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE NURSING CARE AND HOUSING WHICH SATISFIES THE PHYSICAL, RECREATIONAL AND/OR EMOTIONAL NEEDS OF ELDERLY, LOW INCOME, MENTALLY OR PHYSICALLY CHALLENGED AND/OR DISABLED INDIVIDUALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 2 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 1 | NbrIndependentVotingMembers |
| Total Nbr Employees | 595 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18255902 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18303381 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 999532 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1394420 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19255434 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19697801 | 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 | 9818101 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9962658 | 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 | 8889343 | OtherExpensePriorYear |
| Other Expenses Current Year | 8972570 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18707444 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18935228 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 547990 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 762573 | RevenuesLessExpensesCY |
| Total Assets BOY | 4085281 | TotalAssetsBOY |
| Total Assets EOY | 4825642 | TotalAssetsEOY |
| Total Liabilities BOY | 3209999 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3187787 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 875282 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1637855 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE NURSING CARE AND HOUSING WHICH SATISFIES THE PHYSICAL, RECREATIONAL AND/OR EMOTIONAL NEEDS OF ELDERLY, LOW INCOME, MENTALLY OR PHYSICALLY CHALLENGED AND/OR DISABLED INDIVIDUALS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 16835522 | Expense |
| Revenue | 17672762 | Revenue |
| Description | SKILLED NURSING & ASSISTED LIVING CARE & HOUSING - TO PROVIDE NURSING CARE AND HOUSING TO RESIDENTS, COMPRISING 113,881 BED-DAYS, IN THREE FLORIDA FACILITIES, INDIGO PALMS, LLC, INDIGO PALMS OF MAITLAND, LLC AND INDIGO PALMS AT ASTORIA GARDENS, LLC. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 373146 | Expense |
| Revenue | 630619 | Revenue |
| Description | OUTSIDE NURSING SERVICES - TO PROVIDE THERAPY STAFF AND/OR SERVICES TO ELDERLY, LOW INCOME, MENTALLY OR PHYSICALLY CHALLENGED AND/OR DISABLED INDIVIDUALS TO SATISFY THEIR PHYSICAL, RECREATIONAL AND/OR EMOTIONAL NEEDS AS MAY BE REQUIRED BY SUCH INDIVIDUAL'S PLAN OF TREATMENT, CARE PLAN AND/OR AS PRESCRIBED BY PHYSICIAN. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 729727 | Expense |
| Revenue | 1394420 | Revenue |
| Description | DURABLE MEDICAL EQUIPMENT - TO PROVIDE MEDICAL EQUIPMENT AND SERVICES TO ELDERLY, LOW INCOME, MENTALLY OR PHYSICALLY CHALLENGED AND/OR DISABLED INDIVIDUALS TO SATISFY THEIR PHYSICAL, RECREATIONAL AND/OR EMOTIONAL NEEDS AS MAY BE REQUIRED BY SUCH INDIVIDUAL'S PLAN OF TREATMENT, CARE PLAN AND/OR AS PRESCRIBED BY PHYSICIAN. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 17938395 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | TaxExemptBonds |
| 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 | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | 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 | 51 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 595 | 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 | 2 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 1 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT P HOSTLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7033597200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3989 CHAIN BRIDGE ROAD | AddressLine1 |
| City | FAIRFAX | City |
| State | VA | State |
| ZIP Code | 22030 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (5 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT P HOSTLER | ||||||||
| PRESIDENT | 28.00 | 2.00 | X | X | 12000 | 314122 | 95162 | |
| THOMAS K LEE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JIM S PURDUM | ||||||||
| SECRETARY | 38.00 | 2.00 | X | 0 | 81321 | 0 | ||
| DAVID M BUSHEY | ||||||||
| CFO | 38.00 | 2.00 | X | 0 | 133824 | 23204 | ||
| RANDOLPH L KERNON | ||||||||
| ADMINISTRATOR | 40.00 | 1.00 | 139039 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 151039 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 529267 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 118366 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| OMNICARE | |||||
| 700B FENTRESS BLVD | DAYTONA BEACH | FL | 32114 | PHARMACY | 271624 |
| CARE AMERICA | |||||
| 210 N WESTMONTE | ALTAMONTE SPRINGS | FL | 32714 | THERAPY | 162316 |
| WARREN GOULD | |||||
| 595 WILLIAMSON | DAYTONA BEACH | FL | 32114 | FORMER EMPLOYEE | 100021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PRIVATE, INS & OTHER P | 623000 | 8780494 | 8780494 |
| MEDICARE/MEDICAID PAYMENTS | 623000 | 8749556 | 8749556 |
| VETERAN'S ADMINISTRATION | 623000 | 773331 | 773331 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18303381 | TotalProgramServiceRevenue |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 1718490 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 324070 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 1394420 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1394420 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1394420 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19697801 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19697801 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12000 | Total |
| Management And General | 12000 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8609350 | Total |
| Program Services | 8609350 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15093 | Total |
| Program Services | 15093 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500268 | Total |
| Program Services | 500268 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 825947 | Total |
| Program Services | 825947 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 795333 | Total |
| Management And General | 795333 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127393 | Total |
| Management And General | 127393 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1080360 | Total |
| Program Services | 1080360 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1785903 | Total |
| Program Services | 1785903 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191145 | Total |
| Program Services | 191145 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62107 | Total |
| Management And General | 62107 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 320207 | Total |
| Program Services | 320207 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1149015 | Total |
| Program Services | 1149015 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| SUPPLIES | 1046342 | 1046342 |
| FOOD | 742370 | 742370 |
| UTILITIES | 604173 | 604173 |
| PHARMACY | 328051 | 328051 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 740171 | Total |
| Program Services | 740171 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18935228 | Total |
| Program Services | 17938395 | ProgramServices |
| Management And General | 996833 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74022 | BOY |
| EOY | 293658 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1519965 | BOY |
| EOY | 1285787 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224021 | BOY |
| EOY | 331956 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149032 | BOY |
| EOY | 128651 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2756655 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1670225 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 941019 | BOY |
| EOY | 1086430 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1063008 | BOY |
| EOY | 1565550 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4246 | BOY |
| EOY | 2283 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109968 | BOY |
| EOY | 131327 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4085281 | BOY |
| EOY | 4825642 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2813297 | BOY |
| EOY | 2852838 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49668 | BOY |
| EOY | 58538 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 285397 | BOY |
| EOY | 276411 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61637 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3209999 | BOY |
| EOY | 3187787 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 875282 | BOY |
| EOY | 1637855 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 875282 | BOY |
| EOY | 1637855 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4085281 | BOY |
| EOY | 4825642 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 762573 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17827334 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17469719 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18046287 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19255434 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19697801 | CurrentTaxYear |
| Total | 92296575 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17827334 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17469719 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18046287 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19255434 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19697801 | CurrentTaxYear |
| Total | 92296575 | 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 | 92296575 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3395 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7415 | CurrentTaxYearMinus3Years |
| Total | 10810 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3395 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7415 | CurrentTaxYearMinus3Years |
| Total | 10810 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17830729 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17477134 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18046287 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19255434 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19697801 | CurrentTaxYear |
| Total | 92307385 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99990 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99970 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00010 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00030 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 49668 | BeginningBalance |
| Additions During Year | 1337243 | AdditionsDuringYear |
| Distributions During Year | 1328323 | DistributionsDuringYear |
| Ending Balance | 58588 | EndingBalance |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 783681 | OtherCostOrOtherBasis |
| Depreciation | 474823 | Depreciation |
| Book Value | 308858 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1683427 | OtherCostOrOtherBasis |
| Depreciation | 1019969 | Depreciation |
| Book Value | 663458 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 289547 | OtherCostOrOtherBasis |
| Depreciation | 175433 | Depreciation |
| Book Value | 114114 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1086430 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| DUE FROM DNS | 430664 | C |
| DUE FROM IM HOLDINGS | 24074 | C |
| DUE FROM PROSERV | -50000 | C |
| DUE FROM INDIGO PALMS LLC | 625340 | C |
| FAIRFAX SENIOR LIVING CO | 535472 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 1565550 | TotalOfBookValueProgramRelated |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART IV, LINE 2B: | ReturnReference |
| Explanation | THE ORGANIZATION MAINTAINS A RESIDENT TRUST FUND FOR ITS RESIDENTS. RESIDENT FUNDS ARE DEPOSITED INTO THE TRUST FUND FROM VARIOUS SOURCES AND ARE DISBURSED FROM THE TRUST FUND, AS DIRECTED BY THE RESIDENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| 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 | 1 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT P HOSTLER | ||||||||||||||
| PRESIDENT | 12000 | 207415 | 0 | 106707 | 0 | 0 | 0 | 69648 | 0 | 25514 | 12000 | 409284 | 0 | 0 |
| DAVID M BUSHEY | ||||||||||||||
| CFO | 0 | 133824 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 23204 | 0 | 157028 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | PERIODIC BONUSES ARE PAID, BASED ON OVERALL PERFORMANCE AND ASSESSMENTS BY PRESIDENT AND/OR COMPENSATION COMMITTEE AND AS AUTHORIZED BY BOARD OF DIRECTORS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION HAS DELEGATED MANAGEMENT DUTIES TO FAIRFAX SENIOR LIVING (FSLC), A RELATED FOR-PROFIT CORPORATION THAT IS WHOLLY OWNED BY THE CORPORATION. THE ORGANIZATION'S CHIEF FINANCIAL OFFICER IS AN EMPLOYEE OF THE MANAGEMENT COMPANY. FSLC PROVIDES OVERSIGHT MANAGEMENT SERVICE TO EACH OF THE COMPANIES. THERE ARE NO CONTRACTS OUTSIDE THE RELATED PARTY COMPANIES. INSURANCE AND CASH FLOW/BANKING MATTERS ARE HANDLED BY FSLC. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 THAT IS PREPARED BY THE CONTROLLER IN CONSULTATION WITH THE PRESIDENT'S OFFICE IS SUBMITTED TO EXTERNAL ACCOUNTANTS FOR DETAILED REVIEW AND COMMENT BEFORE IT IS FILED WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S BOARD OF DIRECTORS HAS ADOPTED A CONFLICT OF INTEREST POLICY AND REQUIRES DISCLOSURE OF CERTAIN INTERESTS (COLLECTIVELY, THE "COI POLICIES"). THE ORGANIZATION HAS DESIGNATED AND EMPLOYS CORPORATE AND REGIONAL RISK MANAGERS TO REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE COI POLICIES. THE ORGANIZATION'S POLICIES AND PROCEDURES GOVERNING CONFLICTS OF INTEREST ARE PROVIDED TO ALL EMPLOYEES AT TIME OF EMPLOYMENT, AND THE ORGANIZATION MAINTAINS AND MONITORS A COMPLAINT AND COMPLIANCE HOTLINE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S COMPENSATION OF THE CEO/PRESIDENT IS ESTABLISHED BASED ON CONSULTATION WITH AN INDEPENDENT CONSULTANT AND THE USE OF DATA FROM COMPARABLE ORGANIZATIONS. APPROVAL OF THE CEO/PRESIDENT COMPENSATION IS GIVEN BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS INDEPENDENT WITH REGARDS TO APPROVAL OF THE CEO/PRESIDENT COMPENSATION. COMPENSATION OF OTHER OFFICERS, KEY EMPLOYEES AND OTHER SENIOR MANAGEMENT IS DELEGATED TO THE CEO/PRESIDENT, AS AUTHORIZED BY AND PURSUANT TO APPROVAL OF THE ORGANIZATION'S BOARD OF DIRECTORS, AND IN CONSULTATION WITH THE CONTROLLER, INDEPENDENT CONSULTANT(S) AND REVIEW OF COMPENSATION SURVEY(IES) OF OTHER COMPARABLE ORGANIZATIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND ITS CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC THROUGH PUBLICLY ACCESSIBLE WEBSITES AND/OR UPON REQUEST, AS PERMITTED AND/OR REQUIRED BY STATE AND/OR FEDERAL LAW. | |
| FORM 990, PART XII, LINE 2C | THE BOARD OF DIRECTORS HAS RESPONSIBILITY FOR OVERSIGHT OF AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | OVERSIGHT OF AUDIT |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| INDIGO PALMS LLC | |||||||||
| 3989 CHAIN BRIDGE ROAD | FAIRFAX | VA | 22030 | 208578072 | ALF FACILITY | FL | 1713145 | 756554 | THE ALLIANCE FOUNDATION OF FLORIDA INC |
| INDIGO PALMS OF MAITLAND LLC | |||||||||
| 3989 CHAIN BRIDGE ROAD | FAIRFAX | VA | 22030 | 261614329 | ALF FACILITY | FL | 2879877 | 388105 | THE ALLIANCE FOUNDATION OF FLORIDA INC |
| INDIGO PALMS AT ASTORIA GARDENS LLC | |||||||||
| 3989 CHAIN BRIDGE ROAD | FAIRFAX | VA | 22030 | 260539793 | ALF FACILITY | FL | 0 | 0 | THE ALLIANCE FOUNDATION OF FLORIDA INC |
| DIRECT THERAPY SERVICES LLC | |||||||||
| 3989 CHAIN BRIDGE ROAD | FAIRFAX | VA | 22030 | 208865103 | HOME THERAPY ADMIN | FL | 0 | 0 | THE ALLIANCE FOUNDATION OF FLORIDA INC |
| HEALTH CARE SERVICES POOL LLC | |||||||||
| 3989 CHAIN BRIDGE ROAD | FAIRFAX | VA | 22030 | 204775744 | HHA STAFFING | FL | 630619 | 738909 | THE ALLIANCE FOUNDATION OF FLORIDA INC |
| ALLIANCE FDTN OF FLORIDA - INDIGO MANOR LLC | |||||||||
| 3989 CHAIN BRIDGE ROAD | FAIRFAX | VA | 22030 | 593704513 | DME SALES | FL | 1718490 | 689820 | THE ALLIANCE FOUNDATION OF FLORIDA INC |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FAIRFAX SENIOR LIVING CO | ||||||||||||
| 3989 CHAIN BRIDGE ROAD | FAIRFAX | VA | 22030 | 541959103 | MANAGEMENT | FL | THE ALLIANCE FOUNDATION OF FLORIDA INC | C | 1087554 | 20661 | 1.00000 | 1 |
| DEBORAH'S NURSING SVCS | ||||||||||||
| 3989 CHAIN BRIDGE ROAD | FAIRFAX | VA | 22030 | 650199554 | NURSING SVCS | FL | THE ALLIANCE FOUNDATION OF FLORIDA INC | C | 532757 | 132121 | 1.00000 | 1 |
| 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 | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIRFAX SENIOR LIVING CO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionType |
| Amount Involved | 797333 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
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