THE TEMPLE FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE TEMPLE FOUNDATION INC (EIN 54-6056731)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-06
- IRS object ID
- 201203119349301390
- Schema version
- 2011v1.2
- 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 | 2012-11-06T14:46:52-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENDELSON & MENDELSON CPA'S A PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12505 PARK POTOMAC AVE STE 250 | AddressLine1 |
| City | POTOMAC | City |
| State | MD | State |
| ZIP Code | 208546805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546056731 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TEMPLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEMP | NameControl |
| Phone | 7033850555 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9229 ARLINGTON BOULEVARD | AddressLine1 |
| City | FAIRFAX | City |
| State | VA | State |
| ZIP Code | 22031 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK RIDGELY | Name |
| Title | TREASURER | Title |
| Phone | 7033850555 | Phone |
| Date Signed | 2012-11-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOUIS B RUEBELMANN CPA | Name |
| Phone | 3016560001 | Phone |
| Date Prepared | 2012-11-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 26906220 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | THEVIRGINIAN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION IS THE CONTINUING CARE PROVIDER AT THE VIRGINIAN IN FAIRFAX, VA. THE FACILITY IS A COMPLETE CONTINUING CARE RETIREMENT COMMUNITY WITH INDEPENDENT LIVING AND ASSISTED LIVING APARTMENTS AND A COMPLETE HEALTH CARE CENTER WITH 100 HEALTH CARE BEDS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 453 | TotalNbrEmployees |
| Total Nbr Volunteers | 58 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 300 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 18390 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 19427930 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 26616349 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 116593 | InvestmentIncomePriorYear |
| Investment Income Current Year | 271481 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19544823 | TotalRevenuePriorYear |
| Total Revenue Current Year | 26906220 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10625588 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15159940 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8311607 | OtherExpensePriorYear |
| Other Expenses Current Year | 11189172 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18937195 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26349112 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 607628 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 557108 | RevenuesLessExpensesCY |
| Total Assets BOY | 21954171 | TotalAssetsBOY |
| Total Assets EOY | 22596716 | TotalAssetsEOY |
| Total Liabilities BOY | 7025606 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7111043 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14928565 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15485673 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE FOUNDATION IS THE CONTINUING CARE PROVIDER AT THE VIRGINIAN IN FAIRFAX, VA. THE FACILITY IS A COMPLETE CONTINUING CARE RETIREMENT COMMUNITY WITH INDEPENDENT LIVING AND ASSISTED LIVING APARTMENTS AND A COMPLETE HEALTH CARE CENTER WITH 100 HEALTH CARE BEDS. | MissionDescription |
| Significant New Program Services | true | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 22096335 | Expense |
| Description | ALL PROGRAM SERVICE ACTIVITY IS DIRECTED TOWARD THE OPERATION OF PROVIDING A HOME FOR LIFE TO ITS RESIDENTS. | Description |
| Total Program Service Expense | 22096335 | 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 | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | 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 | 33 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 453 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| 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 |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | 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 | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TEMPLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7035918993 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9229 ARLINGTON BLVD | AddressLine1 |
| City | FAIRFAX | City |
| State | VA | State |
| ZIP Code | 22031 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 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 |
|---|---|---|---|---|---|---|---|
| CHRISTOPHER ISHERWOOD | |||||||
| DIRECTOR | 40.00 | X | X | 192589 | 0 | 35430 | |
| MARK RIDGELY | |||||||
| TREASURER | 40.00 | X | X | 166016 | 0 | 4980 | |
| JAMES SCHOENBERGER | |||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 | |
| ROBERT D ZUROWSKI MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN WOODDELL | |||||||
| VICE-PRES. | 1.00 | X | X | 0 | 0 | 0 | |
| LOUISE LYNCH | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BARBARA DRAKE | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| LARRY SCHULTE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| FRED M HADEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PRISCILLA KNEISLEY | |||||||
| DIR HLTH SVC | 40.00 | 128205 | 0 | 3846 | X | ||
| CATHY RENKIEWICZ | |||||||
| DIR OF REHAB | 40.00 | 113105 | 0 | 2600 | X | ||
| NORWU HOWARD-WESSON | |||||||
| DIR. OF NURS | 40.00 | 105984 | 0 | 1716 | X | ||
| RALPH OWENS | |||||||
| DIR. OF BUIL | 40.00 | 103022 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 808921 | TotalReportableCompFromOrg |
| Total Other Compensation | 48572 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THOMPSON ASSOCIATES | |||||
| PO BOX 919 | MIDDLEBURG | VA | 20118 | FACILITY RENTAL | 3065840 |
| UNITED HEALTHCARE INSURANCE | |||||
| 22703 NETWORK PLACE | CHICAGO | IL | 60673 | EMPLOYEE HEALTH | 1701806 |
| SODEXHO INC & AFFILIATES | |||||
| PO BOX 536922 | ATLANTA | GA | 30353 | FOOD SERVICES | 1614863 |
| OMNICARE INC | |||||
| PO BOX 635950 | CINCINNATI | OH | 45263 | PHARMACY PROD. | 549038 |
| T&K CONTRACTING LLC | |||||
| 551 MARLBOROUGH RD | STAFFORD | VA | 22554 | REMODELING | 310086 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| All Other Contributions | 18390 | AllOtherContributions |
| Total Contributions | 18390 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| RESIDENT MAINTENANCE FEES | 12260139 | 12260139 |
| MEDICAL SUPPLIES & FEES | 6672377 | 6672377 |
| RESIDENT HEALTH CARE FEES | 4904118 | 4904118 |
| RESIDENT SERVICES/PROGRAMS | 1398593 | 1398593 |
| HOME HEALTH PROGRAM | 552349 | 552349 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 828773 | TotalRevenueColumn |
| Related Or Exempt Function Income | 828773 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 26616349 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 271481 | TotalRevenueColumn |
| Exclusion | $271,481 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26906220 | TotalRevenueColumn |
| Related Or Exempt Function Income | 26616349 | RelatedOrExemptFunctionIncome |
| Exclusion | $271,481 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12791831 | Total |
| Program Services | 10885241 | ProgramServices |
| Management And General | 1906590 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122852 | Total |
| Program Services | 104541 | ProgramServices |
| Management And General | 18311 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1283090 | Total |
| Program Services | 1085611 | ProgramServices |
| Management And General | 197479 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 962167 | Total |
| Program Services | 798603 | ProgramServices |
| Management And General | 163564 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33175 | Total |
| Management And General | 33175 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70890 | Total |
| Management And General | 70890 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242566 | Total |
| Management And General | 242566 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125685 | Total |
| Management And General | 125685 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97943 | Total |
| Management And General | 97943 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4350231 | Total |
| Program Services | 4350231 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52483 | Total |
| Management And General | 52483 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175 | Total |
| Management And General | 175 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1101074 | Total |
| Program Services | 1101074 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 617834 | Total |
| Management And General | 617834 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD SERVICE CONTRACT | 1611195 | 1611195 | |
| SUPPLIES | 795100 | 795100 | |
| OUTSIDE SERVICES | 640735 | 640735 | |
| MISCELLANEOUS | 218803 | 190133 | 28670 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1231283 | Total |
| Program Services | 533871 | ProgramServices |
| Management And General | 697412 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26349112 | Total |
| Program Services | 22096335 | ProgramServices |
| Management And General | 4252777 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2796282 | BOY |
| EOY | 3630558 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1633846 | BOY |
| EOY | 1045879 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1657767 | BOY |
| EOY | 1490482 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258588 | BOY |
| EOY | 292586 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16470621 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8223710 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7981100 | BOY |
| EOY | 8246911 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7194583 | BOY |
| EOY | 7588144 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 432005 | BOY |
| EOY | 302156 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21954171 | BOY |
| EOY | 22596716 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1453744 | BOY |
| EOY | 1523330 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2021912 | BOY |
| EOY | 2222569 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3549950 | BOY |
| EOY | 3365144 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7025606 | BOY |
| EOY | 7111043 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14928565 | BOY |
| EOY | 15485673 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14928565 | BOY |
| EOY | 15485673 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21954171 | BOY |
| EOY | 22596716 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 557108 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 6083 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1130 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22165 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 300 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18390 | CurrentTaxYear |
| Total | 48068 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22486912 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24390839 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24715659 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19427930 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26616349 | CurrentTaxYear |
| Total | 117637689 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22492995 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24391969 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24737824 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19428230 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26634739 | CurrentTaxYear |
| Total | 117685757 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 117685757 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 698398 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 208597 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 416896 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 116593 | CurrentTaxYearMinus1Year |
| Current Tax Year | 271481 | CurrentTaxYear |
| Total | 1711965 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 698398 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 208597 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 416896 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 116593 | CurrentTaxYearMinus1Year |
| Current Tax Year | 271481 | CurrentTaxYear |
| Total | 1711965 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23191393 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24600566 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25154720 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19544823 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26906220 | CurrentTaxYear |
| Total | 119397722 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98570 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98590 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01000 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12480183 | OtherCostOrOtherBasis |
| Depreciation | 5657590 | Depreciation |
| Book Value | 6822593 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3990438 | OtherCostOrOtherBasis |
| Depreciation | 2566120 | Depreciation |
| Book Value | 1424318 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8246911 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| NOTES PAYABLE - RESIDENTS | $1,996,000 |
| DEPOSITS-LIFE CARE CONTRACTS | $1,132,953 |
| DEFERRED COMPENSATION | $236,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3365144 | TotalOfAmounts |
| Total Revenue | 26906220 | TotalRevenue |
| Total Expenses | 26349112 | TotalExpenses |
| Excess Or Deficit For Year | 557108 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 557108 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 26906220 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 26906220 | RevenueSubtotal |
| Total Revenue Per Form990 | 26906220 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26349112 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 26349112 | ExpensesSubtotal |
| Total Expenses Per Form990 | 26349112 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|
| CHRISTOPHER ISHERWOOD | ||
| 192589 | 35430 | 228019 |
| MARK RIDGELY | ||
| 166016 | 4980 | 170996 |
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 | THOMPSON ASSOCIATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | LANDLORD | Relationship |
| Amount Of Transaction | 3065840 | AmountOfTransaction |
| Description Of Transaction | RENTAL OF FACILITY | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE L PART V | ReturnReference |
| Explanation | PAST BOARD MEMBERS ROLAND THOMPSON MARNA MOORE AND DR CYNDI THOMPSON ARE OR WERE MEMBERS OF OR ARE MARRIED TO MEMBERS OF THOMPSON ASSOCIATES MR THOMPSON WAS A PARTNER IN THOMPSON ASSOCIATES AND IS NOW DECEASED MRS MOORE WAS A PARTNER IN THOMPSON ASSOCIATES AND IS NOW MEDICALLY INCOMPACITATED AND DR THOMPSON IS MARRIED TO ANOTHER PARTNER OF THOMPSON ASSOCIATES ALL OF THESE INDIVIDUALS HAVE NOT BEEN ACTIVE BOARD MEMBERS FOR SEVERAL YEARS | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE FOUNDATION IS THE CONTINUING CARE PROVIDER AT THE VIRGINIAN IN FAIRFAX, VA. THE FACILITY IS A COMPLETE CONTINUING CARE RETIREMENT COMMUNITY WITH INDEPENDENT LIVING AND ASSISTED LIVING APARTMENTS AND A COMPLETE HEALTH CARE CENTER WITH 100 HEALTH CARE BEDS. |
| ANY SIGNIFICANT NEW PROGRAM SERVICES NOT LISTED ON A PRIOR RETURN | FORM 990, PAGE 2, PART III, LINE 2 | BEGAN PROVIDING OUTPATIENT MEDICAL REHABILITATION SERVICES, THIS SERVICE EXTENDS TO BOTH RESIDENTS AND OUTSIDE PATIENTS. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE FROM 990 IS REVIEWED IN DETAIL BY THE ORGAINZATION'S TREASURER PRIOR TO FILING. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | EACH DIRECTOR IS ANNUALLY REQUIRED TO SIGN A CONFLICTS OF INTEREST STATMENT AND DISCLOSE ANY RELATIONSHIP WITH THE TEMPLE FOUNDATION OR ANOTHER ORGANIZATION THAT DOES BUSINESS WITH THE TEMPLE FOUNDATION THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. THESE STATEMENTS ARE REVIEWED BY THE PRESIDENT OF THE BOARD OF DIRECTORS AND THE FOUNDATION'S ATTORNEY IF DEEMED NECESSARY. IN THE EVENT THAT THE PRESIDENT DETERMINES THAT A CONFLICT EXISTS, THE DIRECTOR IS NOT ALLOWED TO PARTICIPATE IN ANY DECISION OR ATTEND ANY MEETING WHERE A DISCUSSION INVOLVING THE RELATIONSHIP, ENTITY OR ACTIVITY IS DISCUSSED OR DECIDED. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | ANNUALLY, A PUBLISHED ANALYSIS OF INDUSTRY COMPENSATION INFORMATION FOR THE REGION IS USED AS A GUIDE TO EVALUATE AND SET THE SALARIES, WAGES AND BENEFITS FOR THE EXECUTIVE DIRECTOR AND ALL DEPARTMENT HEADS. THE EXECUTIVE DIRECTOR RECOMMENDS COMPENSATION PROGRAMS FOR EACH OF THE DEPARTMENT HEADS TO THE BOARD OF DIRECTORS. THE TEMPLE FOUNDATION MAINTAINS A COMPENSATION COMMITTEE WITHIN THE BOARD OF DIRECTORS WHO REVIEW THE INDUSTRY EVALUATION AND THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND HIS RECOMMENDATIONS FOR THE INDIVIDUAL DEPARTMENT HEADS AND INDEPENDENTLY APPROVES THE COMPENSATION PLANS FOR THE EXECUTIVE DIRECTOR AND THE DEPARTMENT HEADS. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | SEE INFORMATION IN 15A |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | ANNUALLY THE ORGANIZATION IS REQUIRED TO FILE A DETAILED DISCLOSURE STATEMENT WITH THE COMMONWEALTH OF VIRGINIA, BUREAU OF INSURANCE THAT CONTAINS DETAILED INFORMATION ON THE ORGANIZATION AND THE FACILITY INCLUDING A DESCRIPTION OF THE BUSINESS FORM OF THE ORGANIZATION, DESCRIPTION OF THE PHYSICAL PLANT AND REAL PROPERTY, NAMES, ADDRESSES AND BACKGROUND INFORMATION ON MEMBERS OF THE BOARD OF DIRECTORS, COPIES OF CONTRACTS USED TO ADMIT RESIDENTS, INFORMATION ON FEES CHARGED, A FIVE YEAR HISTORY OF FEE INCREASES FOR SERVICE ACCOMODATIONS, AUDITED FINANCIAL STATEMENTS FOR THE MOST RECENT TWO YEAR PERIOD AND A FORECASTED INCOME STATEMENT FOR THE NEXT OPERATING YEAR. THIS INFORMATION IS ALSO MAINTAINED AT THE MAIN OFFICE AND THE RESIDENT'S LIBRARY OF THE ORGANIZATION AND IS AVAILABLE FOR INSPECTION BY ANY CURRENT RESIDENT OR PROSPECTIVE RESIDENT OF THE FACILITY AND THEIR FAMILIES. |
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