FLORIDA LIVING OPTIONS INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA LIVING OPTIONS INC (EIN 36-4467489)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-06-05
- IRS object ID
- 201331569349300703
- Schema version
- 2011v1.5
- 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 B
- Schedule C
- Schedule D
- Schedule L
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-05T08:55:36-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 E MAIN ST STE 210 | AddressLine1 |
| City | GALESBURG | City |
| State | IL | State |
| ZIP Code | 61401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364467489 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA LIVING OPTIONS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FLOR | NameControl |
| Phone | 3093431550 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 WEST LUMSDEN ROAD | AddressLine1 |
| City | BRANDON | City |
| State | FL | State |
| ZIP Code | 33511 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES D WESTBAY | Name |
| Title | PRESIDENT | Title |
| Phone | 3093431550 | Phone |
| Date Signed | 2013-06-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BEN MCMAHAN | Name |
| PTIN | P00702421 | PTIN |
| Phone | 3093428026 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHARLES D WESTBAY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 WEST LUMSDEN ROAD | AddressLine1 |
| City | BRANDON | City |
| State | FL | State |
| ZIP Code | 33511 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 27731722 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE & OPERATE NURSING HOMES,ASSISTED LIVING FACILITIES & RETIREMENT HOUSING FOR ELDERLY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 761 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 15769 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8138 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 27725519 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 27720520 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 623 | InvestmentIncomePriorYear |
| Investment Income Current Year | -23578 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27741911 | TotalRevenuePriorYear |
| Total Revenue Current Year | 27705080 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 100 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4920 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13783244 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13791574 | 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 | 12760933 | OtherExpensePriorYear |
| Other Expenses Current Year | 13834648 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 26544277 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27631142 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1197634 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 73938 | RevenuesLessExpensesCY |
| Total Assets BOY | 7917539 | TotalAssetsBOY |
| Total Assets EOY | 7647586 | TotalAssetsEOY |
| Total Liabilities BOY | 5699545 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5355654 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2217994 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2291932 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE ORGANIZATION IS ARTICULATED IN ITS ARTICLES OF INCORPORATION AS FOLLOWS:THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE OF 1986, AS AMENDED. IN FURTHERANCE OF THESE PURPOSES, THE CORPORATION MAY BUILD, LEASE, ACQUIRE AND OTHERWISE OWN AND OPERATE HOUSING, NURSING FACILITIES, CONTINUOUS CARE RETIREMENT COMMUNITIES AND OTHER RELATED FACILITIES AND SERVICES FOR THE ELDERLY, MENTALLY RETARDED, MENTALLY ILL, DEVELOPMENTALLY DISABLED AND OTHER LIKE CONDITIONS WITHOUT REGARD TO RACE, RELIGION, COLOR, SEX, CREED OR NATIONAL ORIGIN OF SAID PERSONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 25675442 | Expense |
| Grants | 4920 | Grants |
| Revenue | 27720520 | Revenue |
| Description | ALL PROGRAM SERVICES RELATE TO PROVIDING AND OPERATING NURSING HOMES, ASSISTED LIVING FACILITIES & RETIREMENT HOUSING FOR THE ELDERLY. THE ORGANIZATION OPERATES 8 FACILITIES WITH A COMBINED TOTAL OF 688 BEDS. | Description |
| Total Program Service Expense | 25675442 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | 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 | 0 | 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 | 0 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 29 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 761 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | 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 | RON WILSON RFMS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3093431550 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SOUTH FARMHAM STREET | AddressLine1 |
| City | GALESBURG | City |
| State | IL | State |
| ZIP Code | 61401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| CHARLES D WESTBAY | |||||||
| PRESIDENT | 2.00 | X | X | 1899 | 0 | 0 | |
| JOHN CROCK | |||||||
| DIRECTOR | 2.00 | X | 1700 | 0 | 0 | ||
| JOHN THOMPSON | |||||||
| SECRETARY | 2.00 | X | X | 1700 | 0 | 0 | |
| DALE FENWICK | |||||||
| DIRECTOR | 2.00 | X | 1700 | 0 | 0 | ||
| RON WILSON FLASC INC | |||||||
| CFO | 10.00 | X | 0 | 0 | 0 | ||
| VERNON ZEGER | |||||||
| ADMINISTRATOR | 40.00 | 122969 | 0 | 9527 | X | ||
| DEBRA FRANKLIN LTC SUPPORT | |||||||
| SERVICES LLC)-ADMINISTR | 40.00 | 0 | 0 | 135036 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 129968 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 144563 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| QUALITY CARE REHAB INC | |||||
| 8477 SOUTH SUNCOAST BLVD | HOMOSASSA | FL | 34446 | PHYSICAL THERAPY SERVICES | 675774 |
| FLASC INC | |||||
| 285 SOUTH FARNHAM STREET | GALESBURG | IL | 61401 | ADMINISTRATIVE SERVICES | 624828 |
| LTC SUPPORT SERVICES LLC | |||||
| 285 SOUTH FARNHAM STREET | GALESBURG | IL | 61401 | SUPPORT SERVICES | 179920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 8138 | AllOtherContributions |
| Total Contributions | 8138 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE & MEDICAID | 623000 | 18307582 | 18307582 |
| RESIDENT PRIVATE PAY | 623000 | 7721231 | 7721231 |
| HOSPICE SERVICES | 623000 | 1355194 | 1355194 |
| GOVERNMENT VA FEES | 623000 | 113828 | 113828 |
| RESPITE SERVICES | 623000 | 63065 | 63065 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 159620 | TotalRevenueColumn |
| Related Or Exempt Function Income | 159620 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 27720520 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3064 | TotalRevenueColumn |
| Exclusion | $3,064 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 26642 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -26642 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -26642 | TotalRevenueColumn |
| Exclusion | -$26,642 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27705080 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27720520 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$23,578 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4920 | Total |
| Program Services | 4920 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18300 | Total |
| Management And General | 18300 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11812825 | Total |
| Program Services | 11468489 | ProgramServices |
| Management And General | 344336 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115286 | Total |
| Program Services | 111925 | ProgramServices |
| Management And General | 3361 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 852259 | Total |
| Program Services | 827416 | ProgramServices |
| Management And General | 24843 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 992904 | Total |
| Program Services | 963962 | ProgramServices |
| Management And General | 28942 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 790908 | Total |
| Program Services | 461886 | ProgramServices |
| Management And General | 329022 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61402 | Total |
| Management And General | 61402 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95100 | Total |
| Management And General | 95100 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6041 | Total |
| Management And General | 6041 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1202764 | Total |
| Program Services | 1186439 | ProgramServices |
| Management And General | 16325 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109713 | Total |
| Program Services | 98742 | ProgramServices |
| Management And General | 10971 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180290 | Total |
| Program Services | 143111 | ProgramServices |
| Management And General | 37179 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24775 | Total |
| Program Services | 19820 | ProgramServices |
| Management And General | 4955 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5208405 | Total |
| Program Services | 5054170 | ProgramServices |
| Management And General | 154235 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109772 | Total |
| Program Services | 95570 | ProgramServices |
| Management And General | 14202 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17195 | Total |
| Program Services | 15279 | ProgramServices |
| Management And General | 1916 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7708 | Total |
| Program Services | 7708 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 409855 | Total |
| Program Services | 389362 | ProgramServices |
| Management And General | 20493 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183559 | Total |
| Program Services | 145538 | ProgramServices |
| Management And General | 38021 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES & SMALL EQUIP. | 3040274 | 3040175 | 99 |
| MEDICAID ASSESSMENT TAX | 1274191 | 1274191 | |
| UNCOLLECTIBLE CHARGES | 670065 | 670065 | |
| EQUIPMENT RENT & MAINT. | 276482 | 275830 | 652 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166149 | Total |
| Program Services | 90909 | ProgramServices |
| Management And General | 75240 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27631142 | Total |
| Program Services | 25675442 | ProgramServices |
| Management And General | 1955700 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 824749 | BOY |
| EOY | 1287021 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1658664 | BOY |
| EOY | 432029 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3020716 | BOY |
| EOY | 3315339 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 350913 | BOY |
| EOY | 379302 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4628984 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2568725 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1905961 | BOY |
| EOY | 2060259 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124994 | BOY |
| EOY | 124994 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31542 | BOY |
| EOY | 48642 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7917539 | BOY |
| EOY | 7647586 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2243971 | BOY |
| EOY | 1918252 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119624 | BOY |
| EOY | 98435 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3140000 | BOY |
| EOY | 3140000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195950 | BOY |
| EOY | 198967 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5699545 | BOY |
| EOY | 5355654 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2217994 | BOY |
| EOY | 2291932 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2217994 | BOY |
| EOY | 2291932 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7917539 | BOY |
| EOY | 7647586 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 73938 | ReconcilationRevenueExpenses |
| 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 168650 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34685 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21706 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15769 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8138 | CurrentTaxYear |
| Total | 248948 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23622158 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24873087 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26456682 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27725519 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27720520 | CurrentTaxYear |
| Total | 130397966 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23790808 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24907772 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26478388 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27741288 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27728658 | CurrentTaxYear |
| Total | 130646914 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 130646914 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3388 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5265 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 963 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 623 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3064 | CurrentTaxYear |
| Total | 13303 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3388 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5265 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 963 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 623 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3064 | CurrentTaxYear |
| Total | 13303 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23794196 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24913037 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26479351 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27741911 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27731722 | CurrentTaxYear |
| Total | 130660217 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99990 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99990 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00010 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00010 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6041 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6041 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 25675442 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 25681483 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 3882 | CurrentYearMinus3 |
| Current Year Minus2 | 21663 | CurrentYearMinus2 |
| Current Year Minus1 | 5501 | CurrentYearMinus1 |
| Current Year | 6041 | CurrentYear |
| Total | 37087 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2301210 | OtherCostOrOtherBasis |
| Depreciation | 1285439 | Depreciation |
| Book Value | 1015771 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2160007 | OtherCostOrOtherBasis |
| Depreciation | 1124791 | Depreciation |
| Book Value | 1035216 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 167767 | OtherCostOrOtherBasis |
| Depreciation | 158495 | Depreciation |
| Book Value | 9272 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2060259 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RESIDENT SECURITY DEPOSITS | $47,375 |
| RESIDENT TRUST LIABILITIES | $48,642 |
| REFUNDABLE BALANCES | $102,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 198967 | TotalOfAmounts |
| Total Revenue | 27705080 | TotalRevenue |
| Total Expenses | 27631142 | TotalExpenses |
| Excess Or Deficit For Year | 73938 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 73938 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 27731722 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 27731722 | RevenueSubtotal |
| Other Revenues Not Included | -26642 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -26642 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 27705080 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27657784 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 26642 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 26642 | ExpensesNotRptdF990 |
| Expenses Subtotal | 27631142 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 27631142 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2008. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON EQUIPMENT DISPOSAL -26,642. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON EQUIPMENT DISPOSAL 26,642. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LTC SUPPORT SERVICES (LTC) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TWO DIRECTORS COMMON TO FLO & LTC ARE JACK CROCK & CHARLES WESTBAY. | Relationship |
| Amount Of Transaction | 166080 | AmountOfTransaction |
| Description Of Transaction | MANAGEMENT SERVICES ARE PROVIDED BY LTC SUPPORT SERVICES, LLC., AS DESCRIBED IN SCHEDULE O RELATIVE TO PART VI, SECTION A, LINE 3. JACK CROCK, WHO IS A DIRECTOR OF FLORIDA LIVING OPTIONS, INC., AND LTC SUPPORT SERVICES, LLC, RECEIVED DIRECTOR'S FEES OF $0 FROM LTC SUPPORT SERVICES, LLC. FOR THE FISCAL YEAR ENDING JUNE 30, 2012. CHARLES WESTBAY, WHO IS ALSO A DIRECTOR OF FLORIDA LIVING OPTIONS, INC., AND LTC SUPPORT SERVICES, LLC, RECEIVED DIRECTOR'S FEES OF $0 FROM LTC SUPPORT SERVICES, LLC. FOR THE FISCAL YEAR ENDING JUNE 30, 2012. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION RECEIVES MANAGEMENT SERVICES FROM LTC SUPPORT SERVICES, LLC, AN UNRELATED COMPANY. THESE SERVICES INCLUDE OVERSIGHT, TRAINING, REGULATORY COMPLIANCE, QUALITY ASSURANCE PROGRAMS, HUMAN RESOURCE SUPPORT, MARKETING AND MAINTENANCE. FLORIDA LIVING OPTIONS, INC., OWNS 12.5% OF LTC SUPPORT SERVICES, LLC. THE REMAINING 87.5% OF LTC SUPPORT SERVICES, LLC, IS OWNED BY UNRELATED EXEMPT ORGANIZATIONS. THE ORGANIZATION ALSO HAS A NEGOTIATED ARMS LENGTH ADMINISTRATIVE SERVICES CONTRACT WITH FLASC, INC., AN UNRELATED COMPANY, TO OBTAIN SERVICES SUCH AS CASH MANAGEMENT, ACCOUNTING AND FINANCIAL REPORTING, PAYROLL AND EMPLOYEE BENEFITS, INFORMATION TECHNOLOGY, REGULATORY MATTERS, AND OTHER GENERAL BUSINESS AND FINANCIAL MANAGEMENT SERVICES AS REQUIRED. |
| FORM 990, PART VI, SECTION B, LINE 11 | EACH MEMBER OF THE BOARD OF DIRECTORS RECEIVES A PAPER COPY OF FORM 990 FOR THEIR REVIEW AND COMMENT PRIOR TO ITS FILING. THE BOARD ALSO REVIEWS IN DETAIL EACH FORM 990 FILED BY THE ORGANIZATION AT ITS REGULARLY SCHEDULED BOARD MEETINGS. ON AN ANNUAL BASIS, EACH BOARD MEMBER ATTENDS A TRAINING SESSION THAT PROVIDES UPDATES ON CURRENT EXEMPT ORGANIZATION TAX COMPLIANCE MATTERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO ATTEST TO THEIR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. THE BOARD OF DIRECTORS REVIEWS ALL COMPLETED CONFLICT OF INTEREST STATEMENTS TO DETERMINE IF ANY CONFLICTS EXIST WHICH WOULD REQUIRE RESTRICTION ON PARTICIPATION IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN ANY TRANSACTIONS INVOLVING THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | A PAPER COPY OF FORM 990 IS PROVIDED UPON REQUEST. THE ORGANIZATION'S FORM 990 IS ALSO AVAILABLE VIA THE GUIDESTAR.ORG WEBSITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC EXCEPT THROUGH PUBLIC FILING REQUIREMENTS. |
| FORM 990, PART VII, SECTION A, COLUMN F: | DEBORAH FRANKLIN IS EMPLOYED BY LTC SUPPORT SERVICES, LLC, AN UNRELATED ORGANIZATION WHICH PROVIDES MANAGEMENT SERVICES TO FLORIDA LIVING OPTIONS, INC. THE TYPE OF SERVICES PROVIDED BY LTC SUPPORT SERVICES, LLC ARE DETAILED IN THE SCHEDULE O EXPLANATION ABOVE RELATIVE TO FORM 990, PART VI, SECTION A, LINE 3. DEBORAH FRANKLIN MANAGES THE OPERATIONS OF FLORIDA LIVING OPTIONS, INC. THE COMPENSATION REPORTED IN COLUMN F REPRESENTS 100% OF THE WAGES REPORTED ON HER LTC SUPPORT SERVICES, LLC FORM W-2, BOX 5 FOR CALENDAR YEAR 2011. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| FIRST FLORIDA LIVING OPTIONS LLC | |||||||||
| 851 W LUMSDEN RD | BRANDON | FL | 33511 | 364467494 | OPERATES A NURSING HOME & ASSISTED LIVNG FACILITY FOR THE ELDERLY. | FL | 10499680 | 2855650 | N/A |
| SECOND FLORIDA LIVING OPTIONS LLC | |||||||||
| 851 W LUMSDEN RD | BRANDON | FL | 33511 | 364467496 | OPERATES A NURSING HOME FOR THE ELDERLY. | FL | 11568620 | 2355810 | N/A |
| THIRD FLORIDA LIVING OPTIONS LLC | |||||||||
| 851 W LUMSDEN RD | BRANDON | FL | 33511 | 364467499 | OPERATES AN ASSISTED LIVING FACILITY FOR THE ELDERLY. | FL | 1850775 | 118210 | N/A |
| FOURTH FLORIDA LIVING OPTIONS LLC | |||||||||
| 851 W LUMSDEN RD | BRANDON | FL | 33511 | 364469681 | OPERATES AN ASSISTED LIVING FACILITY FOR THE ELDERLY. | FL | 2211409 | 234210 | N/A |
| FIFTH FLORIDA LIVING OPTIONS LLC | |||||||||
| 851 W LUMSDEN RD | BRANDON | FL | 33511 | 331094306 | OPERATES AN INDEPENDENT LIVING RETIREMENT CENTER FOR THE ELDERLY. | FL | 1574596 | 317579 | N/A |
| SIXTH FLORIDA LIVING OPTIONS LLC | |||||||||
| 4100 SW 33RD AVENUE | OCALA | FL | 34474 | 263708014 | OPERATIONS NOT COMMENCED AS OF 6/30/2012. | FL | 0 | 17215 | N/A |
| SARVOP LLC | |||||||||
| 2806 FRITZKE ROAD | DOVER | FL | 33527 | 202996830 | FUTURE SKILLED-CARE FACILITY CURRENTLY UNDER DEVELOPMENT. | FL | 0 | 114994 | N/A |
| SEVENTH FLORIDA LIVING OPTIONS LLC | |||||||||
| 5381 DESOTO ROAD | SARASOTA | FL | 34243 | 371660137 | OPERATIONS NOT COMMENCED AS OF 6/30/2012. | FL | 0 | 68264 | N/A |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RFMS INC MEDICAL BENEFIT PLAN TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 S FARNHAM STREET | AddressLine1 |
| City | GALESBURG | City |
| State | IL | State |
| ZIP Code | 61401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367042729 | EIN |
| Primary Activities | MEDICAL, ST DISABILITY & DEATH BENEFITS FOR ELIGIBLE EMPLOYEES | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Exempt Code Section | 501(C)(9) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RFMS INC MEDICAL BENEFIT PLAN TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionType |
| Amount Involved | 513244 | AmountInvolved |
| Method Of Amt Determination | COST OF PREMIUMS | MethodOfAmtDetermination |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | SCHEDULE R, PART II AND PART V: | ReturnReference |
| Explanation | THE RFMS, INC. MEDICAL BENEFIT PLAN TRUST IS A SELF-INSURED BENEFIT PROGRAM FUNDED BY THE EMPLOYERS AND PARTICIPANTS WITHIN THE PLAN. PARTICIPANTS IN THE PLAN ARE CURRENT AND FORMER EMPLOYEES OF THE FOLLOWING SPONSORS: RFMS, INC., LTC SUPPORT SERVICES, LLC, COMMUNITY RESIDENTIAL CENTERS, INC., COMMUNITY LIVING OPTIONS, INC., FRANCES HOUSE, INC., UNLIMITED DEVELOPMENT, INC., KENSINGTON OF GALESBURG, INC., ACHIEVEMENT UNLIMITED, INC., CONCEPTS PLUS, INC., PINNACLE OPPORTUNITIES, INC., PIONEER CONCEPTS, INC., RESIDENTIAL ALTERNATIVES OF ILLINOIS, INC., RESIDENTIAL ALTERNATIVES OF IOWA, DESERT HEALTHCARE FACILITIES, INC., FLORIDA LIVING OPTIONS, INC., AND HIGHLAND ESTATES RESORT, LLC. NO TRUSTEE FEES OR MANAGEMENT FEES ARE PAID BY THE RFMS, INC. MEDICAL BENEFIT PLAN TRUST. THE AMOUNT OF PREMIUMS RECEIVED BY THE RFMS, INC. MEDICAL BENEFIT PLAN TRUST IS FOR THE PLAN'S FISCAL YEAR ENDING OCTOBER 31, 2011. | Explanation |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE 2011 FORM 990 FOR FLORIDA LIVING OPTIONS, INC. WAS TIMELY FILED ELECTRONICALLY ON MAY 14, 2013, ON WHICH DATE IT WAS ALSO REJECTED. AFTER CONTACTING THE IRS E-FILE HELP DESK ON MAY 15, 2013, INCIDENT NUMBER #IM46203 WAS CREATED WITH THE IRS REGARDING THE E-FILE REJECTION. THE IRS REPRESENTATIVE EXPLAINED THAT THE FORM 990 COULD NOT BE SUBMITTED ELECTRONICALLY UNTIL A DATABASE WAS UPDATED WITHIN THE IRS'S E-FILE SYSTEM. THIS UPDATE WOULD NOT OCCUR UNTIL AFTER THE 10-DAY GRACE PERIOD ALLOWED TO RESOLVE E-FILE REJECTIONS. THEREFORE, THIS GRACE PERIOD WOULD BE WAIVED, AND LATE FILING PENALTIES AND INTEREST WOULD NOT BE ASSESSED SINCE THE INABILITY TO RESUBMIT THE REJECTED RETURN ELECTRONCIALLY WAS OUT OF THE ORGANIZATION'S CONTROL. THE IRS DOCUMENTATED OF ALL CORRESPONDENCE RELATED TO THIS MATTER UNDER THE ABOVE REFERENCED INCIDENT NUMBER. ON JUNE 3, 2013, AN IRS REPRESENTATIVE STATED THAT THE NECESSARY DATABASE UPDATE WAS COMPLETE AND THE RETURN CAN BE SUBMITTED ELECTRONCIALLY AFTER THAT DATE. | Explanation |
Comments