PRINCIPAL OFFICER

2013-11-13T11:36:26-06:00 2012-12-31 521933453 HEIMLANTZ PC 1997 ANNAPOLIS EXCH PKWY 310 ANNAPOLIS MD 21401 990 2012-01-01 521802714 NATIONAL INVESTMENT CENTER FOR THE SENIORS HOUSING & CARE INDUSTRY INC NATI 4102670504 1997 ANNAPOLIS EXCHANGE PARKWAY NO 480 ANNAPOLIS MD 21401 ROBERT G KRAMER PRINCIPAL OFFICER 4102670504 2013-11-07 1 DAVID W HILLERY CPA P00005391 4108415575 2012 2016-02-24 21:20:13Z X ROBERT G KRAMER 1997 ANNAPOLIS EXCHANGE PARKWAY NO 480 ANNAPOLIS MD 21401 8740226 0 X NIC.ORG X 1992 MD TO SERVE AS AN EDUCATIONAL & DATA RESOURCE TO LENDERS, INVESTORS, DEVELOPERS, OPERATORS AND OTHERS INTERESTED IN MEETING THE HOUSING AND CARE NEEDS OF AMERICA'S SENIORS. 20 19 34 106 0 0 0 0 7096725 8723813 24621 16413 0 0 7121346 8740226 0 0 0 0 3419327 3801457 0 0 0 3536860 3954495 6956187 7755952 165159 984274 4316537 6145797 1519429 2364415 2797108 3781382 X TO SERVE AS AN EDUCATIONAL & DATA RESOURCE TO LENDERS, INVESTORS, DEVELOPERS, OPERATORS AND OTHERS INTERESTED IN MEETING THE HOUSING AND CARE NEEDS OF AMERICA'S SENIORS. 0 0 3018870 6306501 ANNUAL CONFERENCE AND EVENTS ARE HELD TO EXCHANGE INFORMATION RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE. 2195635 2186692 MAP INCOME - SUBSCRIPTION REVENUE EARNED FROM PROVIDING QUARTERLY DATA AND ANALYSIS SERVICE THAT TRACKS REVENUE, OCCUPANCY, PROPERTY, AND DEMOGRAPHIC INFORMATION ON OVER 12,500 SENIORS HOUSING PROPERTIES. 1160709 147470 RESEARCH SERVICES - REVENUE RECEIVED FOR SUPPORT OF RESEARCH PROJECTS, PURCHASE OF RESEARCH STUDIES, AND SPONSORSHIP IN RESEARCH PUBLICATIONS. 83150 WEBSITE SPONSORSHIP REVENUE 83150 6375214 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 43 0 34 1 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROBERT G KRAMER 4102670504 1997 ANNAPOLIS EXCHANGE PARKWAY NO ANNAPOLIS MD 21401 BERNFIELD CRAIG BOARD MEMBER 0.40 X 0 0 0 BIRON DAN TREASURER 2.00 X X 0 0 0 COBB JOHN BOARD MEMBER 0.40 X 0 0 0 FOX TIM BOARD MEMBER 1.00 X 0 0 0 HERMAN CHARLES BOARD MEMBER 0.40 X 0 0 0 KOREY DOUG BOARD MEMBER 1.00 X 0 0 0 KRAMER ROBERT PRESIDENT 54.30 X X 561161 0 47834 MACE BETH BURNHAM BOARD MEMBER 1.00 X 0 0 0 MAGO ANGELA BOARD MEMBER 1.00 X 0 0 0 MOORE JOHN VICE CHAIR 2.00 X X 0 0 0 MULLOY PAT BOARD MEMBER/ OAB CHAIR 0.40 X 0 0 0 RAZOOK BRAD SECRETARY 2.00 X X 0 0 0 READ KURT BOARD MEMBER 1.00 X 0 0 0 RICHARDSON RANDY BOARD CHAIR 3.00 X X 0 0 0 SEYMOUR JIM BOARD MEMBER 1.00 X 0 0 0 THIVIERGE RAY BOARD MEMBER 0.40 X 0 0 0 WATKINS DAVID BOARD MEMBER 0.40 X 0 0 0 WHITMAN ARNOLD BOARD MEMBER 1.00 X 0 0 0 HARGRAVE MICHAEL VP - NIC MAP 60.30 X 289629 0 65000 BING ANDREW DIRECTOR ADMIN 24.00 X 127955 0 19193 HARRY CHARLES MANAGING DIRECTOR 63.30 X 203256 0 16213 LEAVY JAMES DIRECTOR IT 44.50 X 149280 0 12975 MARTIN HILDA NIC MAP SALES 44.30 X 117805 0 45255 PALMERI JESSICA MANAGING DIRECTOR 55.50 X 146150 0 8769 FREEMAN ELISA FORMER VP EVENTS 0.00 X 112041 0 1570 1707277 0 216809 11 1 1 0 SHERATON CHICAGO HOTEL 301 EAST NORTH WATER ST CHICAGO IL 60611 CONFERENCE SVCS. 665821 PROMATURA GROUP 19 CR 168 OXFORD MS 38655 RESEARCH DATA 545887 NORTH STAR MARKETING 1130 TEN ROD RD STE A-205 NORTH KINGSTOWN RI 02852 MARKETING 358147 BOCA RATON RESORT & CLUB 501 EAST CAMINO REAL BOCA RATON FL 33432 CONFERENCE SVCS. 348420 FACILITY SERVICES 518 FOREST HILLS DRIVE ANNAPOLIS MD 21403 LEASE BUILD-OUT 192035 5 CONFERENCE & EVENTS 900099 6306501 6306501 MAP INCOME 900099 2186692 2186692 RESEARCH INCOME 900099 147470 147470 WEBSITE SPONSORSHIP 900099 83150 83150 8723813 16413 16413 8740226 8723813 0 16413 963624 631326 332298 2266709 1947845 318864 111829 93226 18603 265458 64003 201455 193837 162526 31311 48903 45725 3178 15617 15617 237008 193617 43391 186114 154433 31681 96274 86647 9627 227341 227341 73018 72922 96 1731433 1731433 67354 67354 43696 19756 23940 MAP EXPENSES 882807 882807 RESEARCH/PROJECT EXPENS 280287 280287 BOARD & COMMITTEE EXPEN 55602 8661 46941 OTHER EXPENSES 9041 9041 7755952 6375214 1380738 0 154831 645234 3931504 4689183 52685 95455 2004 17600 832097 146223 161562 685874 13951 12451 4316537 6145797 528403 603256 991026 1481342 0 279817 1519429 2364415 X 2797108 3781382 2797108 3781382 4316537 6145797 984274 0 X X 0 1 X 1 0 X 690700 557750 1248450 4688547 4285902 6094961 7096725 8723813 30889948 5379247 4843652 6094961 7096725 8723813 32138398 0 0 0 32138398 162915 107415 58085 24621 16413 369449 162915 107415 58085 24621 16413 369449 16494 20034 44862 81390 5558656 4971101 6197908 7121346 8740226 32589237 0.98620 0.97840 0.01130 0.01810 X 386816 24042 362774 445281 122181 323100 685874 DEFERRED RENT 279817 279817 X 8740226 0 8740226 0 8740226 7755952 0 7755952 0 7755952 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER ASC 740, INCOME TAXES, MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE ORGANIZATION HAS TAKEN NO UNCERTAIN INCOME TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PURSUANT TO FASB INTERPRETATION NO. (FIN) 48, THERE ARE NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X X X X 0 0 0 0 0 0 0 0 0 KRAMER ROBERT PRESIDENT 296161 0 165000 0 100000 0 0 0 47834 0 608995 0 0 0 HARGRAVE MICHAEL VP - NIC MAP 172129 0 117500 0 0 0 50000 0 15000 0 354629 0 0 0 HARRY CHARLES MANAGING DIRECTOR 133256 0 70000 0 0 0 0 0 16213 0 219469 0 0 0 LEAVY JAMES DIRECTOR IT 129780 0 19500 0 0 0 0 0 12975 0 162255 0 0 0 MARTIN HILDA NIC MAP SALES 44393 0 73412 0 0 0 34169 0 11086 0 163060 0 0 0 PALMERI JESSICA MANAGING DIRECTOR 108150 0 38000 0 0 0 0 0 8769 0 154919 0 0 0 FREEMAN ELISA FORMER VP EVENTS 2343 0 0 0 109698 0 0 0 1570 0 113611 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS FORM 990 PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE PRESIDENT AND HIS ASSISTANT SEND THE CONFLICT OF INTEREST POLICY AND INDIVIDUAL STATEMENT TO BE SIGNED BY EACH BOARD MEMBER. THIS IS DONE IN THE FALL AFTER THE ELECTION OF NEW BOARD MEMBERS, ALSO IMMEDIATELY WITH ANY CHANGE OF A BOARD MEMBER DURING THE YEAR. THE STATEMENTS ARE FORWARDED TO THE BOARD CHAIRMAN AND REVIEWED AT THE JANUARY EXECUTIVE COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THERE IS A COMPENSATION COMMITTEE OF THE BOARD THAT REVIEWS & RECOMMENDS SALARIES & BENEFITS ON AN ANNUAL BASIS FOR THE PRESIDENT & OTHER KEY EMPLOYEES OF THE ORGANIZATION. IN DETERMINING SUCH COMPENSATION, THE COMMITTEE RETAINED THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT. THIS CONSULTANT CONDUCTED A COMPENSATION STUDY WHICH INCLUDED SALARIES & BENEFITS FOR SIMILAR POSITIONS WITH OTHER NON PROFIT ORGANIZATIONS BASED ON REVIEW OF THEIR FORM 990S AND OTHER RESEARCH. THE COMPENSATION COMMITTEE THEN WORKED WITH THE ORGANIZATION'S OUTSIDE ATTORNEY TO DEVELOP A WRITTEN EMPLOYMENT CONTRACT FOR EACH KEY EMPLOYEE. THESE CONTRACTS WERE APPROVED BY THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS & REPORTING: THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS OR THE SELECTION PROCESS FROM PRIOR YEARS.