WHITNEY CENTER INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: WHITNEY CENTER INC (EIN 06-0924891)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-13
IRS object ID: 201313179349300541
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
Form 990
Schedule A
Schedule D
Schedule J
Schedule K
Schedule K
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-13T08:27:44-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	111986323	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARCUM LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	CITY PLACE II 185 ASYLUM STREET	AddressLine1
City	HARTFORD	City
State	CT	State
ZIP Code	06103	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	060924891	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WHITNEY CENTER INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WHIT	NameControl
Phone	2032816745	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	200 LEEDER HILL RD	AddressLine1
City	HAMDEN	City
State	CT	State
ZIP Code	06517	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DAVID RATLIFF	Name
Title	CHIEF FINANCIAL OFFICER	Title
Phone	2038482634	Phone
Date Signed	2013-11-12	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DOUGLAS FARRINGTON	Name
PTIN	P00370668	PTIN
Phone	8605498500	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	DAVID RATLIFF	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	200 LEEDER HILL RD	AddressLine1
City	HAMDEN	City
State	CT	State
ZIP Code	06517	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	37713332	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WHITNEYCENTER.COM	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1977	YearFormation
State Legal Domicile	CT	StateLegalDomicile
Activity Or Mission Description	RESIDENTIAL LIFE CARE FACILITY FOR THE ELDERLY	ActivityOrMissionDescription
Nbr Voting Members Governing Body	17	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	16	NbrIndependentVotingMembers
Total Nbr Employees	324	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	10306	ContributionsGrantsPriorYear
Contributions Grants Current Year	2150	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	15669435	ProgramServiceRevenuePriorYear
Program Service Revenue CY	18208476	ProgramServiceRevenueCY
Investment Income Prior Year	1030603	InvestmentIncomePriorYear
Investment Income Current Year	1112902	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	16710344	TotalRevenuePriorYear
Total Revenue Current Year	19323528	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	7841491	SalariesEtcPriorYear
Salaries Etc Current Year	8854241	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	10155481	OtherExpensePriorYear
Other Expenses Current Year	17084915	OtherExpensesCurrentYear
Total Expenses Prior Year	17996972	TotalExpensesPriorYear
Total Expenses Current Year	25939156	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-1286628	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-6615628	RevenuesLessExpensesCY
Total Assets BOY	145524789	TotalAssetsBOY
Total Assets EOY	126975486	TotalAssetsEOY
Total Liabilities BOY	127577753	TotalLiabilitiesBOY
Total Liabilities EOY	115302766	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	17947036	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	11672720	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	WHITNEY CENTER'S MISSION IS TO OFFER EXCELLENCE IN SENIOR LIVING THROUGH A CONTINUUM OF CARE THAT PROMOTES INDEPENDENCE WHILE MEETING HOUSING, SOCIAL, CULTURAL, HEALTH CARE AND SECURITY NEEDS OF THOSE WE SERVE.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	22277989	Expense
Revenue	18208476	Revenue
Description	THE ORGANIZATION WAS FOUNDED AS A CONTINUING CARE RETIREMENT COMMUNITY TO PROVIDE EXCELLENCE IN RETIREMENT LIVING FOR ITS RESIDENTS THROUGH A CONTINUUM OF QUALITY SERVICES BY MAINTAINING THEIR INDEPENDENCE AND MEETING THEIR HOUSING, SOCIAL, CULTURAL, HEALTH CARE AND SECURITY NEEDS AT THE LOWEST FEASIBLE COST. THE CENTER PROVIDES AN ACTIVE, INDEPENDENT, AND SECURE ENVIRONMENT FREE FROM BURDENSOME CHORES AND TIRESOME ROUTINES FOR ITS 265 RESIDENTS. AMENITIES AVAILABLE TO RESIDENTS INCLUDE DAILY DINING OPTIONS, WEEKLY HOUSEKEEPING AND LAUNDRY SERVICES, PERSONAL GARDEN AREAS, BEAUTY AND BARBER SHOP SERVICES, TRANSPORTATION, AND PERSONAL CARE SERVICES. ALSO AVAILABLE ARE EXTENSIVE PREVENTIVE CARE OPTIONS SUCH AS REGULAR CLINICS FOR HEALTH MONITORING, EDUCATION AND OTHER WELLNESS SERVICES. THE ASSISTED LIVING SERVICES ARE AVAILABLE TO RESIDENTS AS THEIR NEEDS DICTATE. QUALITY AMBULATORY AND SKILLED NURSING CARE IS PROVIDED AT AN ON-SITE 59-BED HEALTH CENTER. THE ORGANIZATION IS RECOGNIZED AS A VIABLE, HIGH-QUALITY PROVIDER OF LIFE CARE SERVICES IN THE NEW HAVEN REGION AND MAINTAINS AN EFFECTIVE, WORKING PARTNERSHIP WITH ITS RESIDENTS TO ENSURE THAT THEY HAVE A CONTINUED SENSE OF WELL-BEING AND A HIGH QUALITY OF LIFE.-HEALTH CENTER SERVICES - PROVIDED 20,582 DAYS OF CARE FOR PATIENTS WITH CHRONIC AND CONVALESCENT MEDICAL NEEDS.-ASSISTED LIVING SERVICES - RESPONDED TO 380 RESIDENT EMERGENCY CALLS AND PROVIDED VARIOUS LEVELS OF ASSISTED LIVING SERVICES TO APPROXIMATELY 50 RESIDENTS ON A REGULAR BASIS.-WELLNESS SERVICES - PROVIDED SERVICES FOR OVER 1,000 RESIDENT VISITS IN THE WELLNESS CLINIC, WELLNESS SEMINARS WERE OFFERED TO RESIDENTS AND STAFF ON A REGULAR BASIS.-HOUSEKEEPING & LAUNDRY SERVICES - WEEKLY CLEANING AND LAUNDRY SERVICES PROVIDED TO AN AVERAGE OF 165 INDEPENDENT LIVING AND 9 ASSISTED LIVING UNITS AND DAILY CLEANING AND LAUNDRY SERVICES TO AN AVERAGE OF 56 SKILLED NURSING RESIDENTS.-DIETARY SERVICES - SERVED OVER 130,000 MEALS TO RESIDENTS AND THEIR GUESTS.-TRANSPORTATION SERVICES - THE PASSENGER BUS PROVIDED OVER 700 RUNS FOR APPROXIMATELY 2,875 RESIDENT PASSENGERS AND THE HANDICAPPED VAN PROVIDED OVER 770 RUNS FOR APPROXIMATELY 1,350 RESIDENT PASSENGERS WITH AN ADDITIONAL 485 RUNS FOR 600 RESIDENTS IN THE COMPANY CAR FOR THE PURPOSES OF MEDICAL AND PERSONAL APPOINTMENTS, SHOPPING, AND ENTERTAINMENT.-USE OF THE FACILITY WAS MADE AVAILABLE TO OTHER NONPROFIT ORGANIZATIONS, SUCH AS PHILANTHROPIC EDUCATIONAL OPPORTUNITIES (PEO), THE HAMDEN SYMPHONY ORCHESTRA, THE HAMDEN LAND CONSERVATION TRUST, CT Z'MIRAH CHORALE, THE NEW HAVEN BIRD CLUB AND OTHERS. APPROXIMATELY 15 GROUPS WITH OVER 1,000 ATTENDEES.-PROVIDED FACILITIES FOR HEALTH, EDUCATION AND SPIRITUAL PROGRAMS OPEN TO THE LOCAL COMMUNITY INCLUDING HAMDEN ADULT EDUCATION'S SPRING AND FALL SESSIONS, JUVENILE DIABETES ASSOCIATION, INSTITUTE FOR LEARNING IN RETIREMENT'S (ILR) WEEKLY EDUCATION CLASSES FOR THE ELDERLY, YALE NEW HAVEN HOSPITAL AUXILIARY HEALTH TALKS, AND OTHERS.-SPONSORED CULTURAL EVENTS SUCH AS CONCERTS, MOVIES, LECTURES AND DISCUSSION GROUPS AS CHOSEN BY RESIDENT COMMITTEES.	Description
Total Program Service Expense	22277989	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	1	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	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	1	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	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
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	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	33	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	324	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
Premiums Paid	0	PremiumsPaid
Form8899 Filed	0	Form8899Filed
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	17	NbrVotingGoverningBodyMembers
Number Independent Voting Members	16	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	1	MembersOrStockholders
Election Of Board Members	1	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
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	DAVID RATLIFF	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	2038482634	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	200 LEEDER HILL RD	AddressLine1
City	HAMDEN	City
State	CT	State
ZIP Code	065172749	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (21 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee
MICHAEL CARBRAY
DIRECTOR	1.00	X	0	0	0
MARTHA DALE
DIRECTOR	1.00	X	0	0	0
MICHAEL DIMENSTEIN
DIRECTOR	1.00	X	0	0	0
HENRY DOVE
DIRECTOR	1.00	X	0	0	0
JOHN FENN
DIRECTOR	1.00	X	0	0	0
ALISON FOX
DIRECTOR	1.00	X	0	0	0
ROBERT HARRITY
DIRECTOR	1.00	X	0	0	0
JANCY HOUCK
DIRECTOR	1.00	X	0	0	0
JERROLD KAPLAN
DIRECTOR	1.00	X	0	0	0
RICHARD KENNEDY
DIRECTOR	1.00	X	0	0	0
MARGARET MASON
DIRECTOR	1.00	X	0	0	0
ROBERT O'DEA
DIRECTOR	1.00	X	0	0	0
SHAWN O'SULLIVAN
TREASURER	1.00	X	0	0	0	X
DAVID PEARSON
CHAIR	1.00	X	0	0	0	X
MICHAEL RAMBAROSE
CEO & PRESIDENT	40.00	X	199629	0	18834	X
RONALD ROZETT
SECRETARY	1.00	X	0	0	0	X
ANTHONY SANTORE
VICE-CHAIR	1.00	X	0	0	0	X
DAVID RATLIFF
CHIEF FINANCIAL OFFICER	40.00		149317	0	18547	X
KENETH SANDBERG
COO	40.00		140289	0	21733	X
MARGARET JOYCE
ADMINISTRATOR	40.00		106920	0	20008		X
LESLEY MERENA
DNS	40.00		103015	0	8507		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	699170	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	87629	TotalOtherCompensation
Number Individuals GT100 K	5	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
KBE BUILDING CORPORATION
PO BOX 4052	FARMINGTON	CT	060344052	PROJECT DEVELOPMENT - GENERAL CONTRACTOR	2097204
CURA HOSPITALITY
PO BOX 827276	PHILADELPHIA	PA	191827276	DINING CONSULTANT	1211200
LOVE & COMPANY INC
1209 N EAST ST	FREDERICK	MD	21701	MARKETING	567018
SELECT REHABILITATION
PO BOX 809056	CHICAGO	IL	60680	THERAPISTS	336455
R & R REMODEL
818 PARADISE AVE	HAMDEN	CT	06514	BUILDING RENOVATION	324593

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	10	NumberOfContractorsGT100K
All Other Contributions	2150	AllOtherContributions
Total Contributions	2150	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
APARTMENT SERVICES	623000	8090007	8090007
RESIDENT ENTRY FEE INCOME	623000	4791460	4791460
HEALTH CENTER	623000	2669194	2669194
MEDICARE & MEDICAID	623000	1630272	1630272
ASSISTED LIVING	623000	1027543	1027543

Field	Value	IRS element (for citing)
Total Program Service Revenue	18208476	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	457141	TotalRevenueColumn
Exclusion	$457,141	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	19045565	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	18314203	Securities
Other	75601	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	731362	Securities
Other	-75601	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	655761	TotalRevenueColumn
Exclusion	$655,761	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	19323528	TotalRevenueColumn
Related Or Exempt Function Income	18208476	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$1,112,902	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	552590	Total
Management And General	552590	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	6887204	Total
Program Services	6074975	ProgramServices
Management And General	812229	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	156627	Total
Program Services	139551	ProgramServices
Management And General	17076	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	675135	Total
Program Services	597636	ProgramServices
Management And General	77499	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	582685	Total
Program Services	479879	ProgramServices
Management And General	102806	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	12476	Total
Management And General	12476	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	57090	Total
Program Services	4790	ProgramServices
Management And General	52300	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	105552	Total
Management And General	105552	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	1536471	Total
Program Services	1126362	ProgramServices
Management And General	410109	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	568230	Total
Management And General	568230	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	676064	Total
Program Services	562201	ProgramServices
Management And General	113863	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	8451267	Total
Program Services	8447102	ProgramServices
Management And General	4165	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	13458	Total
Program Services	1405	ProgramServices
Management And General	12053	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	12657	Total
Program Services	6659	ProgramServices
Management And General	5998	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	262	Total
Program Services	262	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	4166815	Total
Program Services	3487897	ProgramServices
Management And General	678918	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	124363	Total
Program Services	124363	ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
FOOD	877485	877485
LICENSES & FEES	181405	108839	72566
MEDICAL SUPPLIES	116472	116472
PROGRAM/ACTIVITIES EXPE	64336	64336

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	120512	Total
Program Services	57775	ProgramServices
Management And General	62737	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	25939156	Total
Program Services	22277989	ProgramServices
Management And General	3661167	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1574	BOY
EOY	1776	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	3737692	BOY
EOY	3595801	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	1314213	BOY
EOY	761254	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	105815	BOY
EOY	114281	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	93107	BOY
EOY	175239	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	116458980	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	25092030	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	90289707	BOY
EOY	91366950	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	15211457	BOY
EOY	13520844	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	34771224	BOY
EOY	17439341	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	145524789	BOY
EOY	126975486	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	4894068	BOY
EOY	4656893	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	89271878	BOY
EOY	70450061	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	33411807	BOY
EOY	40195812	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	127577753	BOY
EOY	115302766	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	17947036	BOY
EOY	11672720	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	17947036	BOY
EOY	11672720	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	145524789	BOY
EOY	126975486	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-6615628	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	341312	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 Separate	X	FinancialStatementSeparate

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	52344	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	24988	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	570	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	10306	CurrentTaxYearMinus1Year
Current Tax Year	2150	CurrentTaxYear
Total	90358	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	14036494	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	14449156	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	15277612	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	15669435	CurrentTaxYearMinus1Year
Current Tax Year	18208476	CurrentTaxYear
Total	77641173	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	14088838	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	14474144	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	15278182	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	15679741	CurrentTaxYearMinus1Year
Current Tax Year	18210626	CurrentTaxYear
Total	77731531	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)
Current Tax Year Minus4 Years	2782771	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1197374	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1326560	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	11386738	CurrentTaxYearMinus1Year
Current Tax Year	7254472	CurrentTaxYear
Total	23947915	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2782771	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1197374	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1326560	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	11386738	CurrentTaxYearMinus1Year
Current Tax Year	7254472	CurrentTaxYear
Total	23947915	Total

Field	Value	IRS element (for citing)
Public Support Total509	53783616	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	687947	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	604666	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	437781	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	393294	CurrentTaxYearMinus1Year
Current Tax Year	457141	CurrentTaxYear
Total	2580829	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	687947	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	604666	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	437781	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	393294	CurrentTaxYearMinus1Year
Current Tax Year	457141	CurrentTaxYear
Total	2580829	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	14776785	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	15078810	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	15715963	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	16073035	CurrentTaxYearMinus1Year
Current Tax Year	18667767	CurrentTaxYear
Total	80312360	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.66970	PublicSupportPercentage509
Prior Year Support Percentage	0.73080	PriorYearSupportPercentage
Investment Income Percentage	0.03210	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.03630	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Preservation Of Open Space	X	PreservationOfOpenSpace
Written Policy Monitoring	0	WrittenPolicyMonitoring

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	496222	OtherCostOrOtherBasis
Book Value	496222	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	111623599	OtherCostOrOtherBasis
Depreciation	22315596	Depreciation
Book Value	89308003	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	3945526	OtherCostOrOtherBasis
Depreciation	2411391	Depreciation
Book Value	1534135	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	393633	OtherCostOrOtherBasis
Depreciation	365043	Depreciation
Book Value	28590	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	91366950	TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescription	Book ValueBookValue
ASSETS HELD BY TRUSTEE	10884581
DEFERRED MARKETING COSTS	4473478
DEFERRED FINANCING COSTS	2081282

Field	Value	IRS element (for citing)
Total Book Value Other Assets	17439341	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescription	AmountAmount
DEFERRED ENTRY FEES	$31,368,488
REFUNDABLE ENTRY FEES	$8,411,716
ADVANCE DEPOSITS	$30,896
CONTRACT DEPOSITS	$384,712

Field	Value	IRS element (for citing)
Total Of Amounts	40195812	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	19634889	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	341312	NetUnrealizedGainsInvestments
Other Revenues	-105552	OtherRevenues
Revenue Not Rptd F990	235760	RevenueNotRptdF990
Revenue Subtotal	19399129	RevenueSubtotal
Other Revenues Not Included	-75601	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	-75601	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	19323528	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	25909205	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	75601	OtherExpensesIncluded
Expenses Not Rptd F990	75601	ExpensesNotRptdF990
Expenses Subtotal	25833604	ExpensesSubtotal
Investment Expenses Not Included2	105552	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	105552	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	25939156	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X, LINE 2:	THE CORPORATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE CORPORATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE CORPORATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009.
PART XI, LINE 2D - OTHER ADJUSTMENTS:		INVESTMENT EXPENSES -105,552.
PART XI, LINE 4B - OTHER ADJUSTMENTS:		LOSS ON SALE OF ASSETS -75,601.
PART XII, LINE 2D - OTHER ADJUSTMENTS:		LOSS ON SALE OF ASSETS 75,601.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Written Employment Contract	X	WrittenEmploymentContract
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	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 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
MICHAEL RAMBAROSE
CEO & PRESIDENT	199629	0	0	0	0	0	2600	0	16234	0	218463	0	0	0
DAVID RATLIFF
CHIEF FINANCIAL OFFICER	149317	0	0	0	0	0	5273	0	13274	0	167864	0	0	0
KENETH SANDBERG
COO	140289	0	0	0	0	0	4947	0	16786	0	162022	0	0	0

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
TOWN OF HAMDEN CT
A	066002014	406801AEO	2009-12-01	10390000	TO FINANCE CONSTRUCTION OF NEW APARTMENTS AND COMMON AREA	0	0	0
TOWN OF HAMDEN CT
B	066002014	406801AF7	2009-12-01	3000000	TO FINANCE CONSTRUCTION OF NEW APARTMENTS AND COMMON AREA	0	0	0
TOWN OF HAMDEN CT
C	066002014	406801AA8	2009-12-01	33305000	TO FINANCE CONSTRUCTION OF NEW APARTMENTS AND COMMON AREA	0	0	0
TOWN OF HAMDEN CT
D	066002014	406801AB6	2009-12-01	28000000	TO FINANCE CONSTRUCTION OF NEW APARTMENTS AND COMMON AREA	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Capitalized InterestCapitalizedInterest	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A	10390000	908200	868300	194500	8419000	2011	1	1
B	3000000	262200	250700	56200	2430900	2011	1	1
C	33305000	2911100	2783500	623500	26986900	2011	1	1
D	28000000	2447400	2340100	524200	22688300	2011	1	1

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest	Change In Use Bond Financed PropChangeInUseBondFinancedProp	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
A	0	0	0	0	0	0	0
B	0	0	0	0	0	0	0
C	0	0	0	0	0	0	0
D	0	0	0	0	0	0	0

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiled	Rebate Not Due YetRebateNotDueYet	Exception To RebateExceptionToRebate	No Rebate DueNoRebateDue	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Written Proc To Monitor ReqsWrittenProcToMonitorReqs
A	0	0	0	0	0	0	0	0	0
B	0	0	0	0	0	0	0	0	0
C	0	0	0	0	0	0	0	0	0
D	0	0	0	0	0	0	0	0	0

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
TOWN OF HAMDEN CT
A	066002014	406801AC4	2009-12-01	11500000	TO FINANCE CONSTRUCTION OF NEW APARTMENTS AND COMMON AREA	0	0	0
TOWN OF HAMDEN CT
B	066002014	406801AD2	2009-12-01	3700000	TO FINANCE CONSTRUCTION OF NEW APARTMENTS AND COMMON AREA	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Capitalized InterestCapitalizedInterest	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A	11500000	1005200	961100	215300	9318400	2011	0	0	1	1
B	3700000	323400	309200	69300	2998100	2011	0	0	1	1

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest	Change In Use Bond Financed PropChangeInUseBondFinancedProp	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
A	0	0	0	0	0	0	0
B	0	0	0	0	0	0	0

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiled	Rebate Not Due YetRebateNotDueYet	Exception To RebateExceptionToRebate	No Rebate DueNoRebateDue	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Written Proc To Monitor ReqsWrittenProcToMonitorReqs
A	0	0	0	0	0	0	0	0	0
B	0	0	0	0	0	0	0	0	0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReference	ExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 6	MEMBERS OF THE BOARD OF DIRECTORS
FORM 990, PART VI, SECTION A, LINE 7A	MEMBERS OF THE BOARD OF DIRECTORS
FORM 990, PART VI, SECTION B, LINE 11	THE CFO AND CONTROLLER EACH REVIEW THE FORM 990 PRIOR TO COMPLETION TO CHECK NUMERICAL ENTRIES AGAINST WORK PAPER CALCULATIONS OR SOURCE MATERIALS LIKE AUDITED FINANCIAL STATEMENTS. THE CFO IS RESPONSIBLE FOR RECEIVING AND REVIEWING NON-NUMERICAL ENTRIES LIKE PROGRAM SERVICE DESCRIPTIONS. PRIOR TO FILING, THE FORM 990 IS DISTRIBUTED TO BOARD MEMBERS INCLUDING THE CEO WHO ARE INVITED TO ASK QUESTIONS OR MAKE COMMENTS.
FORM 990, PART VI, SECTION B, LINE 12C	YEARLY THE BOARD IS QUERIED AS TO ANY POTENTIAL CONFLICT OF INTEREST AND EACH BOARD MEMBER IS ASKED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. AT ANY TIME DURING A BOARD COMMITTEE MEETING A VOTE IS TAKEN THAT MIGHT BE SUBJECT TO THE CONFLICT OF INTEREST POLICY, THE QUESTION WOULD BE ASKED. THERE HAVE BEEN NO SUCH INSTANCES THAT THERE HAS BEEN THE NEED TO ACT AS SUCH. AS FOR EMPLOYEES OF WHITNEY CENTER, BASED ON OUR CORPORATION COMPLIANCE POLICY, MANAGERS AND SUPERVISORS WILL BE ASKED ON AN ANNUAL BASIS AS TO WHETHER EITHER THEY, OR ANY COMPANY WHICH THEY OR A MEMEBER OF THEIR IMMEDIATE FAMILY ARE AFFILIATED WITH, HAS PROVIDED ANY SERVICES, FACILITIES OR SUPPLIES TO WHITNEY CENTER DURING THE PRECEDING 12 MONTH PERIOD ENDING SEPTEMBER 30TH OF ANY GIVEN YEAR. MANAGERS AND SUPERVISORS ARE REQUIRED TO PROVIDE SUCH INFORMATION.
FORM 990, PART VI, SECTION B, LINE 15	ANNUALLY THE STATE AND NATIONAL DATA IS REVIEWED, AND THE WHITNEY CENTER'S SALARY STRUCTURE IS COMPARED TO THE INDUSTRY COMPENSATION AND BENEFITS SURVEYS. COMPENSATION FOR THE CEO POSITION IS DETERMINED BY THE BOARD WHILE THE COMPENSATION FOR SENIOR MANAGEMENT IS DETERMINED BY THE CEO WITHIN THE GUIDELINES SET FOR OVERALL ANNUAL INCREASE FOR EMPLOYEES OF THE WHITNEY CENTER.
FORM 990, PART VI, SECTION C, LINE 19	THE FORM 990 INCLUDING FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST AND MAY BE AVAILABLE ON WEBSITES SUCH AS GUIDESTAR.ORG. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE.
FORM 990, PART XII, LINE 2C:	THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.