ABES GARDEN: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ABES GARDEN (EIN 06-1818302)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-25
- IRS object ID
- 201341769349300214
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-25T10:13:21-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bellenfant & Miles PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 Wilson Pike Circle | AddressLine1 |
| City | Brentwood | City |
| State | TN | State |
| ZIP Code | 37027 | 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 | 061818302 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABES GARDEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ABES | NameControl |
| Phone | 6152489255 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 618 CHURCH STREET | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37219 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL D SHMERLING | Name |
| Title | Chairman | Title |
| Date Signed | 2013-06-25 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BOB BELLENFANT CPA | Name |
| PTIN | P00285790 | PTIN |
| Phone | 6153708700 | 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) |
|---|---|---|
| Gross Receipts | 4597059 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ABESGARDEN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2007 | YearFormation |
| State Legal Domicile | TN | StateLegalDomicile |
| Activity Or Mission Description | THE PURPOSE OF ABE'S GARDEN IS TO PROVIDE AN INDEPENDENT SENIOR AND ASSISTED LIVING FACILITY SPECIALIZING IN ALZHEIMERS AND ADULT CARE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 116 | TotalNbrEmployees |
| Total Nbr Volunteers | 255 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2053212 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 756546 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3276856 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3786633 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 39493 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2513 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 51367 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5369561 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4597059 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1739843 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2233004 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 238973 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2179853 | OtherExpensePriorYear |
| Other Expenses Current Year | 1893584 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3919696 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4126588 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1449865 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 470471 | RevenuesLessExpensesCY |
| Total Assets BOY | 18683028 | TotalAssetsBOY |
| Total Assets EOY | 20247955 | TotalAssetsEOY |
| Total Liabilities BOY | 13730823 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14825279 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4952205 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5422676 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE PURPOSE OF ABE'S GARDEN IS TO PROVIDE AN INDEPENDENT SENIOR AND ASSISTED LIVING FACILITY SPECIALIZING IN ALZHEIMERS AND ADULT CARE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3657734 | Expense |
| Description | ABE'S GARDEN OPERATES AS AN INDEPENDENT SENIOR AND ASSISTED LIVING FACILITY IN NASHVILLE, TENNESSEE. ABE'S GARDEN SPECIALIZES IN ALZHEIMERS AND ADULT CARE. | Description |
| Total Program Service Expense | 3657734 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 18 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 116 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES PHILLIPS | NamePerson |
| Telephone Number | 6152489255 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 618 CHURCH STREET STE 220 | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37219 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DONALD N HOLMES | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| DR JIM DANIELL | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| FAITH OTT | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| CHRIS BROWN | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| ANNE WESTFALL | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| JANET AYERS | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| MARY ELLEN RODGERS | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| DEBORAH ROBIN | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| BERNARD A PARGH | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| JOHN HASSENFELD | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| PATTY MARKS | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| PAULA LOVELL | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| STACEY GARRETT | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| WILLIAM S COCHRAN | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| SAURABH SINHA | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| CHARLOTTE LANGFORD | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| JAMES PHILLIPS | ||||||||
| Treasurer | 6.00 | 0.00 | X | 0 | 0 | 0 | X | |
| MICHAEL D SHMERLING | ||||||||
| Chairman | 20.00 | 0.00 | X | 0 | 0 | 0 | X | |
| ANDREW SANDLER | ||||||||
| Executive Dir. | 40.00 | 0.00 | 112434 | 0 | 0 | X | ||
| BETH ZEITLIN | ||||||||
| 40.00 | 0.00 | 113330 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 225764 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| R C MATHEWS CONTRACTOR LLC | |||||
| 300 BROADWAY PO BOX 24687 | NASHVIILE | TN | 37202 | CONSTRUCTION | 1978478 |
| MANUEL ZEITLIN ARCHITECTS | |||||
| 1819 21ST AVENUE SOUTH | NASHVILLE | TN | 37212 | ARCHITECTURE | 171583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 756546 | AllOtherContributions |
| Total Contributions | 756546 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SERVICES SOLD TO RESIDENT | 812900 | 968278 | 968278 |
| RESIDENTIAL SERVICES | 623000 | 2818355 | 2818355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3786633 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2513 | TotalRevenueColumn |
| Exclusion | $2,513 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INSURANCE PROCEEDS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 51367 | TotalRevenueColumn |
| Exclusion | $51,367 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 51367 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4597059 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3786633 | RelatedOrExemptFunctionIncome |
| Exclusion | $53,880 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225764 | Total |
| Program Services | 225764 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1657245 | Total |
| Program Services | 1512011 | ProgramServices |
| Fundraising | 145234 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185966 | Total |
| Program Services | 174307 | ProgramServices |
| Fundraising | 11659 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164029 | Total |
| Program Services | 153263 | ProgramServices |
| Fundraising | 10766 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192213 | Total |
| Program Services | 124359 | ProgramServices |
| Management And General | 38115 | ManagementAndGeneral |
| Fundraising | 29739 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23791 | Total |
| Program Services | 22362 | ProgramServices |
| Management And General | 20 | ManagementAndGeneral |
| Fundraising | 1409 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100015 | Total |
| Program Services | 98135 | ProgramServices |
| Management And General | 696 | ManagementAndGeneral |
| Fundraising | 1184 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21336 | Total |
| Program Services | 10279 | ProgramServices |
| Management And General | 3707 | ManagementAndGeneral |
| Fundraising | 7350 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5634 | Total |
| Program Services | 1755 | ProgramServices |
| Management And General | 1178 | ManagementAndGeneral |
| Fundraising | 2701 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490412 | Total |
| Program Services | 310577 | ProgramServices |
| Management And General | 179835 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262559 | Total |
| Program Services | 256898 | ProgramServices |
| Fundraising | 5661 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44871 | Total |
| Program Services | 39215 | ProgramServices |
| Management And General | 1106 | ManagementAndGeneral |
| Fundraising | 4550 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | 72361 | 70512 | 707 | 1142 |
| PROPERTY TAXES | 157784 | 157784 | ||
| UTILITIES | 220888 | 217049 | 3839 | |
| FOOD COSTS | 246188 | 246188 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55532 | Total |
| Program Services | 37276 | ProgramServices |
| Management And General | 678 | ManagementAndGeneral |
| Fundraising | 17578 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4126588 | Total |
| Program Services | 3657734 | ProgramServices |
| Management And General | 229881 | ManagementAndGeneral |
| Fundraising | 238973 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 688688 | BOY |
| EOY | 649891 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 924974 | BOY |
| EOY | 1089198 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2097944 | BOY |
| EOY | 1192931 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90705 | BOY |
| EOY | 57808 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8178 | BOY |
| EOY | 16048 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13382 | BOY |
| EOY | 24016 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 17920101 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 964942 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14589441 | BOY |
| EOY | 16955159 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269716 | BOY |
| EOY | 262904 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18683028 | BOY |
| EOY | 20247955 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 356860 | BOY |
| EOY | 669953 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10873373 | BOY |
| EOY | 12200000 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2072961 | BOY |
| EOY | 1600000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 427629 | BOY |
| EOY | 355326 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13730823 | BOY |
| EOY | 14825279 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3684886 | BOY |
| EOY | 5077884 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1267319 | BOY |
| EOY | 344792 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4952205 | BOY |
| EOY | 5422676 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18683028 | BOY |
| EOY | 20247955 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 470471 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | 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 | 2211054 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 283940 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2741560 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2053212 | CurrentTaxYearMinus1Year |
| Current Tax Year | 756546 | CurrentTaxYear |
| Total | 8046312 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2082363 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2229614 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2234395 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2566933 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2818355 | CurrentTaxYear |
| Total | 11931660 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4293417 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2513554 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4975955 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4620145 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3574901 | CurrentTaxYear |
| Total | 19977972 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 19977972 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5768 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7731 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7423 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39493 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2513 | CurrentTaxYear |
| Total | 62928 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5768 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7731 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7423 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39493 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2513 | CurrentTaxYear |
| Total | 62928 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 129173 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 306374 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 433405 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 709923 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1019645 | CurrentTaxYear |
| Total | 2598520 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4428358 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2827659 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5416783 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5369561 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4597059 | CurrentTaxYear |
| Total | 22639420 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.88240 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00280 | InvestmentIncomePercentage |
| 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 D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7272275 | OtherCostOrOtherBasis |
| Book Value | 7272275 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10087799 | OtherCostOrOtherBasis |
| Depreciation | 810730 | Depreciation |
| Book Value | 9277069 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 560027 | OtherCostOrOtherBasis |
| Depreciation | 154212 | Depreciation |
| Book Value | 405815 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 16955159 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TENANT DEPOSITS | $268,829 |
| DERIVATIVE FINANCIAL INSTRUMENTS | $82,830 |
| ACCRUED INTEREST | $3,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 355326 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 4597059 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 4597059 | RevenueSubtotal |
| Total Revenue Per Form990 | 4597059 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4126588 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 4126588 | ExpensesSubtotal |
| Total Expenses Per Form990 | 4126588 | TotalExpensesPerForm990 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NASHVILLE TENNESSEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 626139016 | IssuerEIN |
| Date Issued | 2011-12-21 | DateIssued |
| Issue Price | 12600000 | IssuePrice |
| Description Of Purpose | FACILITY CONSTRUCTION | DescriptionOfPurpose |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Capital Expenditures | 12600000 | CapitalExpenditures |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | false | BondIssMeetPrvtSecurityPayTest |
| Non Qualified Bond Remed Procdrs | true | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | true | Form8038TFiled |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 14.0000 | TermOfHedge |
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Relationship With OrganizationRelationshipWithOrganization | Purpose Of LoanPurposeOfLoan | Loan To OrganizationLoanToOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|---|
| MICHAEL D SHMERLING PARTNERS GP | |||||||
| CHAIRMAN | DEVELOPMENT PROJECT | X | $1,600,000 | 1600000 | false | true | true |
| MICHAEL D SHMERLING PARTNERS GP | |||||||
| CHAIRMAN | DEVELOPMENT PROJECT | X | $472,961 | false | true | true | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 1600000 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | ALL GOVERNING DOCUMENTS, POLICIES, TAX RETURNS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | THE FINANCE COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF REVIEWING ALL SALARIES, WAGES, AND BENEFITS FOR EMPLOYEES. IN ADDITION, THE COMPANY CONTRACTS WITH A LICENSED PROFESSIONAL EMPLOYER ORGANIZATION ("PEO") TO PROVIDE GUIDANCE IN THIS REGARD (RELATED PARTY). TO FURTHER ASSURE INDEPENDENCE WITH REGARD TO HIRING PRACTICES; AND, THAT COMPENSATION IS FAIR AND COMPETITIVE, THE BUDGET IS ANALYZED BY MANAGEMENT AND APPROVED BY THE BOARD. |
| Form 990, Part VI, Line 15a | Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | ON MAJOR HIRES(CEO, CFO, ETC.) A SEARCH COMMITTEE IS FORMED TO FACILITATE THE RECRUITMENT AND COMPENSATION PACKAGES. THIS PROCESS STUDIES COMPETITIVE SALARY SCALES AND FRINGE BENEFITS. THE CANDIDATES ARE INTERVIEWED AND THE POOL IS NARROWED DOWN. A SECOND INTERVIEW MAY BE CONDUCTED FOR THE EXECUTIVE DIRECTOR POSITION OR OTHER MANAGEMENT POSITIONS. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | THE ORGANIZATION HOLDS REGULAR MEETINGS TO DISCUSS POSSIBLE CONFLICTS THAT COULD ARISE. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | FORM 990 IS REVIEWED BY CERTAIN MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Line 3 | Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company | THE ORGANIZATION EMPLOYS XMI HOLDINGS, INC. FOR MANAGEMENT SERVICES AT COST. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | A BOARD MEMBER HAS A SISTER THAT IS EMPLOYED WITH THE ORGANIZATION. A PARTNERSHIP, WHICH A BOARD MEMBER IS A CONTROLLING PARTNER OF, HAS LOANS TO THE ORGANIZATION. PLEDGES WERE RECEIVED FROM A BOARD MEMBER. A BOARD MEMBER IS THE MAJORITY STOCKHOLDER OF THE MANAGEMENT COMPANY THAT PROVIDES PAYROLL, BENEFIT, AND ADMINISTRATIVE SERVICES TO THE ORGANIZATION AT COST. |
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