ACTS COMMUNITIES OF MARYLAND INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ACTS COMMUNITIES OF MARYLAND INC (EIN 52-1710891)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-11
- IRS object ID
- 201302849349300520
- 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 | 2013-10-11T12:39:52-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | 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 | 1869 CHARTER LANE STE 301 | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17601 | 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 | 521710891 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL MINISTRIES TO THE AGING INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EPIS | NameControl |
| Phone | 4109702000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 576 JOHNSVILLE ROAD | AddressLine1 |
| City | ELDERSBURG | City |
| State | MD | State |
| ZIP Code | 21784 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM A FISHER III | Name |
| Title | CFO | Title |
| Phone | 4109702000 | Phone |
| Date Signed | 2013-10-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL S FREY | Name |
| PTIN | P00327329 | PTIN |
| Phone | 7173935696 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM A FISHER III | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 576 JOHNSVILLE ROAD | AddressLine1 |
| City | ELDERSBURG | City |
| State | MD | State |
| ZIP Code | 21784 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8010973 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EMASENIORCARE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | PARENT ENTITY TO NON-PROFIT PROVIDERS OF LONG-TERM CARE TO AGING PEOPLE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 53 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | 15763 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 12948 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 37218 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 35444 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8894028 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7809464 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 89285 | InvestmentIncomePriorYear |
| Investment Income Current Year | 53560 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 114641 | OtherRevenuePriorYear |
| Other Revenue Current Year | 112505 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9135172 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8010973 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 200000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 150335 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5218231 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4409086 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 81509 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4127420 | OtherExpensePriorYear |
| Other Expenses Current Year | 3220141 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9545651 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7779562 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -410479 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 231411 | RevenuesLessExpensesCY |
| Total Assets BOY | 10139990 | TotalAssetsBOY |
| Total Assets EOY | 12119457 | TotalAssetsEOY |
| Total Liabilities BOY | 22183102 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23828174 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -12043112 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -11708717 | NetAssetsOrFundBalancesEOY |
| Mission Description | WE ARE AN ORGANIZATION GRACED BY THE PASSION, TALENT AND COMMITMENT OF OUR PEOPLE AND TOGETHER WE ARE CREATING COMMUNTIY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 603166 | Expense |
| Grants | 150335 | Grants |
| Revenue | 7809464 | Revenue |
| Description | EMA PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES IN THE AREAS OF MARKETING, HUMAN RESOURCES, FINANCE, INFORMATION TECHNOLOGY, FACILITY DEVELOPMENT, FUNDRAISING AND OPERATIONS TO ITS WHOLLY OWNED SUBSIDIARIES WHICH PROVIDE LONG-TERM CARE TO AGING PERSONS IN SUPPORT OF THE EMA MISSION TO SERVE AGING PERSONS. EMA ALSO PROVIDES SUPPORT TO LOCAL COMMUNITY ORGANIZATIONS. | Description |
| Total Program Service Expense | 603166 | 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 | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | 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 | 1 | 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 | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 172 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 53 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | 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 | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAYSON LUCKENBAUGH VP FOR FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4109702073 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 576 JOHNSVILLE ROAD | AddressLine1 |
| City | ELDERSBURG | City |
| State | MD | State |
| ZIP Code | 21784 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| GENE C PARKER JR | |||||||||
| IMMEDIATE PAST CHAIR | 0.40 | 1.60 | X | 0 | 0 | 0 | |||
| DIXON HARVEY | |||||||||
| BOARD | 0.40 | 1.60 | X | 0 | 0 | 0 | |||
| GEORGE TULLOCH | |||||||||
| BOARD | 0.40 | 1.60 | X | 0 | 0 | 0 | |||
| FRED DEMERS | |||||||||
| BOARD | 0.40 | 1.60 | X | 0 | 0 | 0 | |||
| CRAIG MEDLYN | |||||||||
| CHAIR | 0.40 | 1.60 | X | 0 | 0 | 0 | X | ||
| LORNA HOUSE | |||||||||
| BOARD | 0.40 | 1.60 | X | 0 | 0 | 0 | |||
| STUART A SMITH III | |||||||||
| VICE CHAIR | 0.40 | 1.60 | X | 0 | 0 | 0 | X | ||
| JACLYN HARRIS | |||||||||
| PRESIDENT | 4.00 | 36.00 | X | 440990 | 0 | 18848 | X | ||
| BRUCE A CALVERT | |||||||||
| BOARD | 0.40 | 1.60 | X | 0 | 0 | 0 | |||
| RT REV EUGENE T SUTTON | |||||||||
| BOARD | 0.40 | 1.60 | X | 0 | 0 | 0 | |||
| REV ANGELA SHEPHERD | |||||||||
| BOARD | 0.40 | 1.60 | X | 0 | 0 | 0 | |||
| JOHN W BOYNTON JR | |||||||||
| BOARD | 0.40 | 1.60 | X | 0 | 0 | 0 | |||
| EDWARD L WADDELL | |||||||||
| BOARD | 0.40 | 1.60 | X | 0 | 0 | 0 | |||
| MANUEL ABARRAGAN | |||||||||
| BOARD | 0.40 | 1.60 | X | 0 | 0 | 0 | |||
| REV ANN BOYD | |||||||||
| BOARD | 0.40 | 1.60 | X | 0 | 0 | 0 | |||
| WILLIAM FISHER III | |||||||||
| CFO | 4.00 | 36.00 | 241924 | 0 | 16065 | X | |||
| DAVID PAGANO | |||||||||
| VP OF CLINICAL OPERATIONS | 40.00 | 223026 | 0 | 8685 | X | ||||
| SEAN O'CONNOR | |||||||||
| VP OF MARKETING, SALES & P | 40.00 | 195772 | 0 | 16043 | X | ||||
| JAYSON LUCKENBAUGH | |||||||||
| VP FOR FINANCE | 40.00 | 132579 | 0 | 5361 | X | ||||
| CYNTHIA YINGLING | |||||||||
| VP FOR DEVELOPMENT | 40.00 | 148559 | 0 | 13513 | X | ||||
| CHRISTINE HUGHES | |||||||||
| VP FOR COMPLIANCE/RISK MGT | 40.00 | 152775 | 0 | 5093 | X | ||||
| BARBARA HOGAN | |||||||||
| VP OF HUMAN RESOURCES | 40.00 | 134885 | 0 | 11521 | X | ||||
| KATHLEEN CURRY | |||||||||
| VP, STRATEGY FOR DEMENTIA CARE | 38.00 | 2.00 | 128977 | 0 | 10649 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1799487 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 105778 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | 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 |
|---|---|---|---|---|---|
| REHAB CARE GROUP | |||||
| PO BOX 503534 | ST LOUIS | MO | 631503534 | REHABILITATIVE THERAPY SERVICES | 3403099 |
| JEFFREY D ECKHARDT | |||||
| 11525 DAM 5 ROAD | CLEAR SPRING | MD | 21722 | CONSTRUCTION/RENOVATION | 208764 |
| JOHN HOPKINS SCHOOL OF MEDICINE | |||||
| 600 N WOLFE STREET MEYER 218 | BALTIMORE | MD | 21287 | CONSULTING SERVICES | 200136 |
| PARENTEBEARD LLC | |||||
| ONE LIBERTY PLACE 1650 MARKET STS | PHILADELPHIA | PA | 19103 | ACCOUNTING SERVICES | 175450 |
| KGRW & ASSOCIATES LLC | |||||
| 3306 GREENWAY DRIVE | ELLICOTT CITY | MD | 21042 | CONSULTING SERVICES | 108938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 35444 | AllOtherContributions |
| Total Contributions | 35444 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICES TO EXEMPT AFF | Description |
| Business Code | 511120 | BusinessCode |
| Total Revenue Column | 7809464 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7809464 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7809464 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37501 | TotalRevenueColumn |
| Unrelated Business Revenue | 15763 | UnrelatedBusinessRevenue |
| Exclusion | $21,738 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5800 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5800 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5800 | TotalRevenueColumn |
| Exclusion | $5,800 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16059 | 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 | 16059 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16059 | TotalRevenueColumn |
| Exclusion | $16,059 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| OTHER INCOME | 511120 | 97705 | $97,705 |
| EMA MANAGEMENT REIMBUR | 511120 | 9000 | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 106705 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8010973 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7809464 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 15763 | UnrelatedBusinessRevenue |
| Exclusion | $150,302 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150335 | Total |
| Program Services | 150335 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 717826 | Total |
| Program Services | 40050 | ProgramServices |
| Management And General | 672497 | ManagementAndGeneral |
| Fundraising | 5279 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3078119 | Total |
| Program Services | 171740 | ProgramServices |
| Management And General | 2883742 | ManagementAndGeneral |
| Fundraising | 22637 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63844 | Total |
| Program Services | 3562 | ProgramServices |
| Management And General | 59812 | ManagementAndGeneral |
| Fundraising | 470 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262584 | Total |
| Program Services | 14651 | ProgramServices |
| Management And General | 246002 | ManagementAndGeneral |
| Fundraising | 1931 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286713 | Total |
| Program Services | 15997 | ProgramServices |
| Management And General | 268607 | ManagementAndGeneral |
| Fundraising | 2109 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12156 | Total |
| Management And General | 12156 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30400 | Total |
| Management And General | 30400 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1203 | Total |
| Management And General | 1203 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231913 | Total |
| Program Services | 5250 | ProgramServices |
| Management And General | 225911 | ManagementAndGeneral |
| Fundraising | 752 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1227884 | Total |
| Program Services | 5922 | ProgramServices |
| Management And General | 1217541 | ManagementAndGeneral |
| Fundraising | 4421 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194314 | Total |
| Program Services | 7831 | ProgramServices |
| Management And General | 180369 | ManagementAndGeneral |
| Fundraising | 6114 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142753 | Total |
| Management And General | 142753 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 955985 | Total |
| Program Services | 16421 | ProgramServices |
| Management And General | 939564 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56999 | Total |
| Program Services | 14937 | ProgramServices |
| Management And General | 36555 | ManagementAndGeneral |
| Fundraising | 5507 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207630 | Total |
| Program Services | 152347 | ProgramServices |
| Management And General | 55283 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17878 | Total |
| Management And General | 17878 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTINUING EDUCATION | 87874 | 4123 | 81499 | 2252 |
| INDIRECT FUNDRAISING EX | 28000 | 28000 | ||
| BOOKS, DUES & SUBSCRIPT | 24588 | 22551 | 2037 | |
| LICENSE, FEES & PERMITS | 564 | 564 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7779562 | Total |
| Program Services | 603166 | ProgramServices |
| Management And General | 7094887 | ManagementAndGeneral |
| Fundraising | 81509 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36399 | BOY |
| EOY | 573451 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1990 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1994444 | BOY |
| EOY | 3901494 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51531 | BOY |
| EOY | 48299 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71883 | BOY |
| EOY | 30271 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8316924 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3371348 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5061521 | BOY |
| EOY | 4945576 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1007843 | BOY |
| EOY | 1182685 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122105 | BOY |
| EOY | 124275 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1792274 | BOY |
| EOY | 1313406 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10139990 | BOY |
| EOY | 12119457 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 729096 | BOY |
| EOY | 1188637 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1500000 | BOY |
| EOY | 1500000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4446730 | BOY |
| EOY | 4253266 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15507276 | BOY |
| EOY | 16886271 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22183102 | BOY |
| EOY | 23828174 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -12785016 | BOY |
| EOY | -12548085 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 349036 | BOY |
| EOY | 446500 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 392868 | BOY |
| EOY | 392868 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -12043112 | BOY |
| EOY | -11708717 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10139990 | BOY |
| EOY | 12119457 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 231411 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 102984 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | 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 | 103721 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 84020 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8950 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37218 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35444 | CurrentTaxYear |
| Total | 269353 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8215993 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9062000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8594225 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8894028 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7809463 | CurrentTaxYear |
| Total | 42575709 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8319714 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9146020 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8603175 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8931246 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7844907 | CurrentTaxYear |
| Total | 42845062 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 19425 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4400 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 250 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1550 | CurrentTaxYear |
| Total | 25625 | 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) |
|---|---|---|
| Current Tax Year Minus3 Years | 19425 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4400 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 250 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1550 | CurrentTaxYear |
| Total | 25625 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 42819437 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 78748 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71220 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 94609 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 92796 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43301 | CurrentTaxYear |
| Total | 380674 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 78748 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71220 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 94609 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 92796 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43301 | CurrentTaxYear |
| Total | 380674 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55365 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 109239 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 216070 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 109641 | CurrentTaxYearMinus1Year |
| Current Tax Year | 106705 | CurrentTaxYear |
| Total | 597020 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8453827 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9326479 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8913854 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9133683 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7994913 | CurrentTaxYear |
| Total | 43822756 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97710 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97810 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00870 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00990 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2008 AMOUNT: $ 23,320. 2009 AMOUNT: $ 4,948. 2010 AMOUNT: $ 201,056. 2011 AMOUNT: $ 100,641. 2012 AMOUNT: $ 97,705. EMA MGT - REIM - 2008 AMOUNT: $ 32,045. 2009 AMOUNT: $ 104,291. 2010 AMOUNT: $ 15,014. 2011 AMOUNT: $ 9,000. 2012 AMOUNT: $ 9,000. | GeneralExplanation |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 2.00 | TotalAcreage |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 0.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 527176 | BeginningOfYearBalance |
| Contributions | 32984 | Contributions |
| Investment Earnings Or Losses | 65448 | InvestmentEarningsOrLosses |
| Other Expenditures | 24776 | OtherExpenditures |
| End Of Year Balance | 600832 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 522286 | BeginningOfYearBalance |
| Contributions | 35610 | Contributions |
| Investment Earnings Or Losses | -19390 | InvestmentEarningsOrLosses |
| Other Expenditures | 11330 | OtherExpenditures |
| End Of Year Balance | 527176 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1267051 | BeginningOfYearBalance |
| Contributions | 91418 | Contributions |
| Investment Earnings Or Losses | 78990 | InvestmentEarningsOrLosses |
| Other Expenditures | 915173 | OtherExpenditures |
| End Of Year Balance | 522286 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2264709 | BeginningOfYearBalance |
| Contributions | 80800 | Contributions |
| Investment Earnings Or Losses | -146359 | InvestmentEarningsOrLosses |
| Other Expenditures | 929037 | OtherExpenditures |
| Administrative Expenses | 3062 | AdministrativeExpenses |
| End Of Year Balance | 1267051 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2163084 | BeginningOfYearBalance |
| Contributions | 1240773 | Contributions |
| Investment Earnings Or Losses | -142960 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 8000 | GrantsOrScholarships |
| Other Expenditures | 985376 | OtherExpenditures |
| Administrative Expenses | 2812 | AdministrativeExpenses |
| End Of Year Balance | 2264709 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.65390 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.34610 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1276905 | OtherCostOrOtherBasis |
| Book Value | 1276905 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5234178 | OtherCostOrOtherBasis |
| Depreciation | 1710008 | Depreciation |
| Book Value | 3524170 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1805841 | OtherCostOrOtherBasis |
| Depreciation | 1661340 | Depreciation |
| Book Value | 144501 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4945576 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM AFFILIATES | Description |
| Book Value | 1313406 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1313406 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $16,886,271 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16886271 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 8112754 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 102984 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 102984 | RevenueNotRptdF990 |
| Revenue Subtotal | 8009770 | RevenueSubtotal |
| Investment Expenses Not Included | 1203 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1203 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8010973 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7778359 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7778359 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1203 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 1203 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7779562 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF CHANGES TO CONSERVATION EASEMENTS: | PART II, LINE 3: | PART II, LINE 3: THE CONSERVATION EASEMENT IS OF MINIMAL ACREAGE AND SUBSEQUENTLY IS NOT VALUED FOR INCLUSION IN THE FINANCIAL STATEMENTS. |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | PART V, LINE 4: THE ENDOWMENT FUNDS FOR EPISCOPAL MINISTRIES TO THE AGING ARE USED TO REIMBURSE EMPLOYEES FOR CONTINUING EDUCATION. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | EMA FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH PRESCRIBES 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 HAS BEEN MET. THE PROVISION ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURES. MANAGEMENT HAS DETERMINED THAT THESE PROVISIONS DO NOT HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. EMA AND ITS NOT-FOR-PROFIT AFFILIATES FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS AND EMA MANAGEMENT'S FEDERAL U.S. CORPORATION INCOME TAX RETURN FOR THE YEARS ENDED DECEMBER 31, 2011, 2010, AND 2009 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COPPER RIDGE INSTITUTE INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 576 JOHNSVILLE ROAD | AddressLine1 |
| City | ELDERSBURG | City |
| State | MD | State |
| ZIP Code | 21784 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 522139438 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 150000 | AmountOfCashGrant |
| Purpose Of Grant | TO PROVIDE SUPPORT TO CARRY OUT THE MISSION OF THIS RELATED ORGANIZATION. | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE GRANT WAS PROVIDED TO A RELATED ORGANIZATION. MANAGEMENT HAS OVERSIGHT OF BOTH ENTITIES AND ENSURES THAT ALL MONIES PROVIDED ARE USED FOR ITS RELATED ORGANIZATION'S EXEMPT PURPOSE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JACLYN HARRIS | ||||||||||||||
| PRESIDENT | 400000 | 0 | 40000 | 0 | 990 | 0 | 5000 | 0 | 13848 | 0 | 459838 | 0 | 0 | 0 |
| WILLIAM FISHER III | ||||||||||||||
| CFO | 219530 | 0 | 21523 | 0 | 871 | 0 | 4818 | 0 | 11247 | 0 | 257989 | 0 | 0 | 0 |
| DAVID PAGANO | ||||||||||||||
| VP OF CLINICAL OPERATIONS | 210000 | 0 | 0 | 0 | 13026 | 0 | 1213 | 0 | 7472 | 0 | 231711 | 0 | 0 | 0 |
| SEAN O'CONNOR | ||||||||||||||
| VP OF MARKETING, SALES & P | 195000 | 0 | 0 | 0 | 772 | 0 | 1950 | 0 | 14093 | 0 | 211815 | 0 | 0 | 0 |
| CYNTHIA YINGLING | ||||||||||||||
| VP FOR DEVELOPMENT | 134808 | 0 | 13216 | 0 | 535 | 0 | 2958 | 0 | 10555 | 0 | 162072 | 0 | 0 | 0 |
| CHRISTINE HUGHES | ||||||||||||||
| VP FOR COMPLIANCE/RISK MGT | 138633 | 0 | 13592 | 0 | 550 | 0 | 3042 | 0 | 2051 | 0 | 157868 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | THE DECISION FOR A BONUS TO THE PRESIDENT/CEO IS DETERMINED BY CONTRACT AND THE EXECUTIVE COMMITTEE OF THE BOARD. BONUSES TO OTHER KEY LEADERSHIP ARE REVIEWED AND GRANTED BY THE PRESIDENT/CEO ON A DISCRETIONARY BASIS. BOTH JACLYN HARRIS AND WILLIAM FISHER WERE GRANTED BONUSES DURING THE CALENDAR YEAR. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE PROCESS TO REVIEW THE FORM 990 IS AS FOLLOWS: 1) THE FINANCE STAFF REVIEWS THE RETURN FOR ACCURACY AND COMPLETENESS. 2) THE RETURN IS PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL. 3) ONCE APPROVED BY THE FINANCE COMMITTEE, THE 990 IS RELEASED TO THE ENTIRE BOARD OF TRUSTEES FOR APPROVAL PRIOR TO THE RETURN BEING FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST DISCLOSURE FORMS ARE DISTRIBUTED TO MEMBERS OF THE SENIOR LEADERSHIP TEAM IN JANUARY EACH YEAR. THE REMAINING MANAGEMENT STAFF AND TRUSTEE MEMBERS RECEIVE FORMS IN EARLY JUNE. THE COMPLETED FORMS ARE RETURNED TO HUMAN RESOURCES. A REPORT IS PREPARED SHOWING ALL CONFLICT OF INTEREST DISCLOSURES. THIS REPORT IS PRESENTED AT THE JULY MEETING OF THE AUDIT COMMITTEE. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THOSE WITH WHOM THERE IS A CONFLICT ABSTAIN FROM BEING INVOLVED IN DISCUSSIONS AND/OR DECISIONS REGARDING THE CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT/CEO'S PERFORMANCE IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE PRESIDENT/CEO PREPARES A COMPREHENSIVE REPORT SHOWING THE RESULTS OF HIS/HER WORK DURING THE PAST YEAR AND GOALS FOR THE COMING YEAR. THIS REPORT IS REVIEWED BY THE EXECUTIVE COMMITTEE. THEY DETERMINE THE ONGOING COMPENSATION FOR THE PRESIDENT/CEO. THEY GIVE THIS INFORMATION TO THE CFO WHO THEN SENDS IT TO VP OF HUMAN RESOURCES FOR PROCESSING. IN THE CASE OF A NEW CEO, A SEARCH FIRM IS USED TO NEGOTIATE SALARY AND BENEFITS DIRECTLY WITH THE CANDIDATE. THE SALARY IS NEGOTIATED TAKING INTO CONSIDERATION COMPARABLE SALARIES IN THE INDUSTRY TO DETERMINE A COMPENSATION PACKAGE WITHIN FAIR MARKET RANGE. THE PROCESS IS ALSO DOCUMENTED IN MINUTES DURING AN EXECUTIVE SESSION. COMPENSATION FOR OTHER KEY EMPLOYEES IS DETERMINED BY THE CEO USING SIMILAR METHODS. SENIOR MANAGEMENT POSITIONS ARE PAID ACCORDING TO RESPONSIBILITY IN THE COMPANY, EXPERIENCE, CREDENTIALS, AND MANAGEMENT AND LEADERSHIP SKILLS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PAGE 12, PART XI, LINE 2C | THE AUDIT COMMITTEE REVIEWS THE DRAFTS OF THE AUDIT AND THE MANAGEMENT LETTER AND RECOMMENDS ACCEPTANCE TO THE FULL EMA BOARD. IN ADDITION, THE COMMITTEE REVIEWS THE MANAGEMENT RESPONSE TO THE MANAGEMENT LETTER AND ALSO REVIEWS RESPONSES TO CONFLICT OF INTEREST QUESTIONNAIRES. THE AUDIT COMMITTEE CONSISTS OF BOARD MEMBERS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. | AUDIT OVERSIGHT: |
| FORM 990, PAGE 5, PART V, LINE 1A | THE FILING ORGANIZATION, EMA, INC., IS THE PARENT COMPANY WITHIN A GROUP WITH SIX OTHER ENTITIES. AS THE PARENT, EMA, INC. PERFORMS A VARIETY OF MANAGEMENT FUNCTIONS, OF WHICH FILING FORMS 1099 IS ONE. EMA, INC. FILES ALL 1099 FORMS FOR THE WHOLE GROUP AND, AS SUCH, REPORTS ALL 1099S FOR THE GROUP. PLEASE SEE SCHEDULE R FOR A FULL LIST OF AFFILIATE COMPANIES. | 1099 REPORTING: |
| FORM 990, PAGE 5, PART V, LINE 2A | THE FILING ORGANIZATION, EMA, INC., IS THE PARENT WITHIN A GROUP OF SEVEN ENTITIES, AND PERFORMS A VARIETY OF MANAGEMENT FUNCTIONS FOR THE WHOLE GROUP. EMA, INC. FILES ALL W-2 FORMS FOR THE GROUP UNDER ITS OWN EIN, BUT ALLOCATES EMPLOYEES TO THE APPROPRIATE ENTITY FOR SALARY REPORTING PURPOSES. EACH ORGANIZATION WITHIN THE GROUP REPORTS THE NUMBER OF EMPLOYEES ALLOCATED ON ITS OWN FORM 990. PLEASE REFER TO SCHEDULE R FOR A FULL LIST OF AFFILIATES. | W-2 REPORTING: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| COPPER RIDGE INC | ||||||||||
| 576 JOHNSVILLE RD | ELDERSBURG | MD | 21784 | 521750659 | OPERATES A LONG-TERM CARE FACILITY | MD | 501(C)(3) | 9 | EPISCOPAL MINISTRIES TO THE AGING INC | 0 |
| EMA HEALTH SERVICES INC | ||||||||||
| 576 JOHNSVILLE RD | ELDERSBURG | MD | 21784 | 521234495 | ARRANGE FOR THE PROVISION OF MEDICAL AND MEDICAL DIRECTOR SERVICES | MD | 501(C)(3) | 9 | EPISCOPAL MINISTRIES TO THE AGING INC | 0 |
| FAIRHAVEN INC | ||||||||||
| 576 JOHNSVILLE RD | ELDERSBURG | MD | 21784 | 237405177 | OPERATES NON-PROFIT HOMES FOR THE AGING | MD | 501(C)(3) | 9 | EPISCOPAL MINISTRIES TO THE AGING INC | 0 |
| THE COPPER RIDGE INSTITUTE INC | ||||||||||
| 576 JOHNSVILLE RD | ELDERSBURG | MD | 21784 | 522139438 | OPERATE AN INSTITUE FOCUSING ON EDUCATION AND RESEARCH | MD | 501(C)(3) | 9 | EPISCOPAL MINISTRIES TO THE AGING INC | 0 |
| THE WILLIAM HILL MANOR INC | ||||||||||
| 576 JOHNSVILLE RD | ELDERSBURG | MD | 21784 | 200495182 | OPERTAES A NON-PROFIT HOME FOR THE AGING | MD | 501(C)(3) | 9 | EPISCOPAL MINISTRIES TO THE AGING INC | 0 |
| BUCKINGHAM'S CHOICE INC | ||||||||||
| 576 JOHNSVILLE RD | ELDERSBURG | MD | 21784 | 521929311 | OPERATES A NON-PROFIT HOME FOR THE AGING | MD | 501(C)(3) | 9 | EPISCOPAL MINISTRIES TO THE AGING INC | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMA MANAGEMENT INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 576 JOHNSVILLE RD | AddressLine1 |
| City | ELERSBURG | City |
| State | MD | State |
| ZIP Code | 21784 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521547917 | EIN |
| Primary Activity | SENIOR LIVING CONSULTING SERVICES | PrimaryActivity |
| Legal Domicile State | MD | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | -31451 | ShareOfTotalIncome |
| Share Of EOY Assets | 12761 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | 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 | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (17 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| THE WILLIAM HILL MANOR INC | |
| D | 4046503 |
| THE COPPER RIDGE INSTITUTE INC | |
| D | 152937 |
| EMA HEALTH SERVICES INC | |
| D | 379023 |
| EMA MANAGEMENT INC | |
| D | 463624 |
| FAIRHAVEN INC | |
| E | 13341044 |
| COPPER RIDGE INC | |
| E | 609759 |
| BUCKINGHAM'S CHOICE INC | |
| E | 2935468 |
| WILLIAM HILL MANOR INC | |
| L | 1750000 |
| BUCKINGHAM'S CHOICE INC | |
| L | 1785396 |
| COPPER RIDGE INC | |
| L | 1693875 |
| FAIRHAVEN INC | |
| L | 2580193 |
| COPPER RIDGE INC | |
| A | 3505 |
| FAIRHAVEN INC | |
| A | 421521 |
| BUCKINGHAM'S CHOICE INC | |
| A | 105355 |
| EMA MANAGEMENT INC | |
| A | 15763 |
| THE COPPER RIDGE INSTITUTE INC | |
| B | 150000 |
| COPPER RIDGE INC | |
| K | 261541 |
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