WHITNEY CENTER INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WHITNEY CENTER INC (EIN 06-0924891)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201203209349301855
- 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 | 2012-11-15T08:47:12-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111986323 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CITY PLACE II 185 ASYLUM STREET | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 06103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060924891 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITNEY CENTER INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHIT | NameControl |
| Phone | 2032816745 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 LEEDER HILL RD | AddressLine1 |
| City | HAMDEN | City |
| State | CT | State |
| ZIP Code | 06517 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID RATLIFF | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 2038482634 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS FARRINGTON | Name |
| PTIN | P00370668 | PTIN |
| Phone | 8605498500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GREGORY GRAVEL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 LEEDER HILL DR | AddressLine1 |
| City | HAMDEN | City |
| State | CT | State |
| ZIP Code | 06517 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 29008683 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WHITNEYCENTER.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | RESIDENTIAL LIFE CARE FACILITY FOR THE ELDERLY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 310 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 570 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10306 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 15277612 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15669435 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 986709 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1030603 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16264891 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16710344 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7485657 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7841491 | 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 | 6955716 | OtherExpensePriorYear |
| Other Expenses Current Year | 10155481 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14441373 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17996972 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1823518 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1286628 | RevenuesLessExpensesCY |
| Total Assets BOY | 135397007 | TotalAssetsBOY |
| Total Assets EOY | 145524789 | TotalAssetsEOY |
| Total Liabilities BOY | 114904821 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 127577753 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20492186 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17947036 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WHITNEY CENTER'S MISSION IS TO OFFER EXCELLENCE IN SENIOR LIVING THROUGH A CONTINUUM OF CARE THAT PROMOTES INDEPENDENCE WHILE MEETING HOUSING, SOCIAL, CULTURAL, HEALTH CARE AND SECURITY NEEDS OF THOSE WE SERVE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 15473679 | Expense |
| Revenue | 15669435 | Revenue |
| Description | THE ORGANIZATION WAS FOUNDED AS A CONTINUING CARE RETIREMENT COMMUNITY TO PROVIDE EXCELLENCE IN RETIREMENT LIVING FOR ITS RESIDENTS THROUGH A CONTINUUM OF QUALITY SERVICES BY MAINTAINING THEIR INDEPENDENCE AND MEETING THEIR HOUSING, SOCIAL, CULTURAL, HEALTH CARE AND SECURITY NEEDS AT THE LOWEST FEASIBLE COST. THE CENTER PROVIDES AN ACTIVE, INDEPENDENT, AND SECURE ENVIRONMENT FREE FROM BURDENSOME CHORES AND TIRESOME ROUTINES FOR ITS 253 RESIDENTS. AMENITIES AVAILABLE TO RESIDENTS INCLUDE DAILY DINING OPTIONS, WEEKLY HOUSEKEEPING AND LAUNDRY SERVICES, PERSONAL GARDEN AREAS, BEAUTY AND BARBER SHOP SERVICES, TRANSPORTATION, AND PERSONAL CARE SERVICES. ALSO AVAILABLE ARE EXTENSIVE PREVENTIVE CARE OPTIONS SUCH AS REGULAR CLINICS FOR HEALTH MONITORING, EDUCATION AND OTHER WELLNESS SERVICES. THE ASSISTED LIVING SERVICES ARE AVAILABLE TO RESIDENTS AS THEIR NEEDS DICTATE. QUALITY AMBULATORY AND SKILLED NURSING CARE IS PROVIDED AT AN ON-SITE 59-BED HEALTH CENTER. THE ORGANIZATION IS RECOGNIZED AS A VIABLE, HIGH-QUALITY PROVIDER OF LIFE CARE SERVICES IN THE NEW HAVEN REGION AND MAINTAINS AN EFFECTIVE, WORKING PARTNERSHIP WITH ITS RESIDENTS TO ENSURE THAT THEY HAVE A CONTINUED SENSE OF WELL-BEING AND A HIGH QUALITY OF LIFE.-HEALTH CENTER SERVICES - PROVIDED 19,814 DAYS OF CARE FOR PATIENTS WITH CHRONIC AND CONVALESCENT MEDICAL NEEDS.-ASSISTED LIVING SERVICES - RESPONDED TO 301 RESIDENT EMERGENCY CALLS AND PROVIDED VARIOUS LEVELS OF ASSISTED LIVING SERVICES TO 52 RESIDENTS ON A REGULAR BASIS.-WELLNESS SERVICES - PROVIDED SERVICES FOR 917 RESIDENT VISITS IN THE WELLNESS CLINIC, WELLNESS SEMINARS WERE OFFERED TO RESIDENTS AND STAFF ON A REGULAR BASIS.-HOUSEKEEPING & LAUNDRY SERVICES - WEEKLY CLEANING AND LAUNDRY SERVICES PROVIDED TO AN AVERAGE OF 150 INDEPENDENT LIVING AND 3.5 ASSISTED LIVING UNITS AND DAILY CLEANING AND LAUNDRY SERVICES TO AN AVERAGE OF 54 SKILLED NURSING RESIDENTS.-DIETARY SERVICES - SERVED OVER 120,000 MEALS TO RESIDENTS AND THEIR GUESTS.-TRANSPORTATION SERVICES - THE PASSENGER BUS PROVIDED OVER 645 RUNS FOR APPROXIMATELY 2,375 RESIDENT PASSENGERS AND THE HANDICAPPED VAN PROVIDED OVER 765 RUNS FOR APPROXIMATELY 1,325 RESIDENT PASSENGERS WITH AN ADDITIONAL 475 RUNS FOR 580 RESIDENTS IN THE COMPANY CAR FOR THE PURPOSES OF MEDICAL AND PERSONAL APPOINTMENTS, SHOPPING, AND ENTERTAINMENT.-USE OF THE FACILITY WAS MADE AVAILABLE TO OTHER NONPROFIT ORGANIZATIONS, SUCH AS PHILANTHROPIC EDUCATIONAL OPPORTUNITIES (PEO), THE HAMDEN SYMPHONY ORCHESTRA, THE HAMDEN LAND CONSERVATION TRUST, CT Z'MIRAH CHORALE, THE NEW HAVEN BIRD CLUB BOOK CLUB AND OTHERS. APPROXIMATELY 7 GROUPS WITH OVER 140 ATTENDEES.-PROVIDED FACILITIES FOR HEALTH, EDUCATION AND SPIRITUAL PROGRAMS OPEN TO THE LOCAL COMMUNITY INCLUDING HAMDEN ADULT EDUCATION'S SPRING AND FALL SESSIONS, JUVENILE DIABETES ASSOCIATION, INSTITUTE FOR LEARNING AND RETIREMENT'S (ILR) WEEKLY EDUCATION CLASSES FOR THE ELDERLY, AND OTHERS.-SPONSORED CULTURAL EVENTS SUCH AS CONCERTS, MOVIES, LECTURES AND DISCUSSION GROUPS AS CHOSEN BY RESIDENT COMMITTEES. | Description |
| Total Program Service Expense | 15473679 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 38 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 310 | 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 | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID RATLIFF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2038482634 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 LEEDER HILL RD | AddressLine1 |
| City | HAMDEN | City |
| State | CT | State |
| ZIP Code | 065172749 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 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 |
|---|---|---|---|---|---|---|---|
| GREGORY GRAVEL | |||||||
| CEO/PRESIDENT | 40.00 | X | X | 240939 | 0 | 17867 | |
| DONNA DIERS | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| DAVID PEARSON | |||||||
| VICE-CHAIR/CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| MICHAEL CARBRAY | |||||||
| VICE-CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| SHAWN O'SULLIVAN | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| RONALD ROZETT | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| DREW ALDEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GREG BARRINGER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH BERG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JEROME BERSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARTHA DALE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL DIMENSTEIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| HENRY DOVE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN FENN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GILBERT HOGAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JANCY HOUCK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD KENNEDY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARGARET MASON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LESLIE NEAL-BOYLAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANTHONY SANTORE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA TINNEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID RATLIFF | |||||||
| CFO | 40.00 | X | 134820 | 0 | 17400 | ||
| MICHAEL RAMBAROSE | |||||||
| V.P. MARKETING & FUND DEV | 40.00 | 148532 | 0 | 19583 | X | ||
| KENETH SANDBERG | |||||||
| V.P. HEALTH & ADMIN | 40.00 | 123633 | 0 | 21824 | X | ||
| MARGARET JOYCE | |||||||
| DIR OF HEALTH SERVICES | 40.00 | 102882 | 0 | 20701 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 750806 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 97375 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KBE BUILDING CORPORATION | |||||
| PO BOX 4052 | FARMINGTON | CT | 060344052 | PROJECT DEVELOPMENT - GENERAL CONTRACTOR | 21232394 |
| CURA HOSPITALITY | |||||
| PO BOX 827276 | PHILADELPHIA | PA | 191827276 | DINING CONSULTANT | 837446 |
| SB & A | |||||
| 207 W FRANKLIN ST | RICHMOND | VA | 23220 | PROJECT DEVELOPMENT - MARKETING | 702625 |
| SFCS INC | |||||
| 305 SOUTH JEFFERSON ST | ROANOKE | VA | 24011 | ARCHITECTS | 511474 |
| EVENTUS STRATEGIC PARTNERS | |||||
| 1600 MARKET ST STE 1701 | PHILADELPHIA | PA | 19103 | PROJECT DEVELOPMENT - MANAGEMENT | 457952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| All Other Contributions | 10306 | AllOtherContributions |
| Total Contributions | 10306 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| APARTMENT SERVICES | 623000 | 6635654 | 6635654 |
| RESIDENT ENTRY FEE INC | 623000 | 4023778 | 4023778 |
| HEALTH CENTER | 623000 | 2659976 | 2659976 |
| MEDICARE & MEDICAID | 623000 | 1538001 | 1538001 |
| ASSISTED LIVING | 623000 | 812026 | 812026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15669435 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 393294 | TotalRevenueColumn |
| Exclusion | $393,294 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12935648 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12159844 | Securities |
| Other | 138495 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 775804 | Securities |
| Other | -138495 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 637309 | TotalRevenueColumn |
| Exclusion | $637,309 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16710344 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15669435 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,030,603 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 411026 | Total |
| Management And General | 411026 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6103856 | Total |
| Program Services | 5231050 | ProgramServices |
| Management And General | 872806 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154537 | Total |
| Program Services | 136796 | ProgramServices |
| Management And General | 17741 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 660022 | Total |
| Program Services | 549276 | ProgramServices |
| Management And General | 110746 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 512050 | Total |
| Program Services | 413382 | ProgramServices |
| Management And General | 98668 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47430 | Total |
| Management And General | 47430 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44600 | Total |
| Program Services | 600 | ProgramServices |
| Management And General | 44000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170937 | Total |
| Management And General | 170937 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 902716 | Total |
| Program Services | 810198 | ProgramServices |
| Management And General | 92518 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172894 | Total |
| Management And General | 172894 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 718197 | Total |
| Program Services | 627895 | ProgramServices |
| Management And General | 90302 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4414961 | Total |
| Program Services | 4410453 | ProgramServices |
| Management And General | 4508 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20459 | Total |
| Program Services | 1602 | ProgramServices |
| Management And General | 18857 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10081 | Total |
| Program Services | 3590 | ProgramServices |
| Management And General | 6491 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 373 | Total |
| Program Services | 373 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2297863 | Total |
| Program Services | 2056717 | ProgramServices |
| Management And General | 241146 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106019 | Total |
| Program Services | 106019 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 819402 | 819402 | |
| MEDICAL SUPPLIES | 166327 | 166327 | |
| LICENSES & FEES | 150773 | 75521 | 75252 |
| PROGRAM/ACTIVITIES EXPE | 36380 | 36380 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76069 | Total |
| Program Services | 28098 | ProgramServices |
| Management And General | 47971 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17996972 | Total |
| Program Services | 15473679 | ProgramServices |
| Management And General | 2523293 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1075 | BOY |
| EOY | 1574 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1524083 | BOY |
| EOY | 3737692 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 715775 | BOY |
| EOY | 1314213 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167751 | BOY |
| EOY | 105815 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104347 | BOY |
| EOY | 93107 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 111933553 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21643846 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62842107 | BOY |
| EOY | 90289707 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17286560 | BOY |
| EOY | 15211457 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52755309 | BOY |
| EOY | 34771224 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135397007 | BOY |
| EOY | 145524789 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4599471 | BOY |
| EOY | 4894068 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89128695 | BOY |
| EOY | 89271878 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21176655 | BOY |
| EOY | 33411807 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114904821 | BOY |
| EOY | 127577753 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20492186 | BOY |
| EOY | 17947036 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20492186 | BOY |
| EOY | 17947036 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135397007 | BOY |
| EOY | 145524789 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1286628 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1258522 | 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 | 14365 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 52344 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24988 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 570 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10306 | CurrentTaxYear |
| Total | 102573 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14408923 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14036494 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14449156 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15277612 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15669435 | CurrentTaxYear |
| Total | 73841620 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14423288 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14088838 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14474144 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15278182 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15679741 | CurrentTaxYear |
| Total | 73944193 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1172745 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2782771 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1197374 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1326560 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11386738 | CurrentTaxYear |
| Total | 17866188 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1172745 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2782771 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1197374 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1326560 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11386738 | CurrentTaxYear |
| Total | 17866188 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 56078005 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 662137 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 687947 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 604666 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 437781 | CurrentTaxYearMinus1Year |
| Current Tax Year | 393294 | CurrentTaxYear |
| Total | 2785825 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 662137 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 687947 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 604666 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 437781 | CurrentTaxYearMinus1Year |
| Current Tax Year | 393294 | CurrentTaxYear |
| Total | 2785825 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15085425 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14776785 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15078810 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15715963 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16073035 | CurrentTaxYear |
| Total | 76730018 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.73080 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.86640 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03630 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04050 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoring |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 496222 | OtherCostOrOtherBasis |
| Book Value | 496222 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 107326603 | OtherCostOrOtherBasis |
| Depreciation | 19097865 | Depreciation |
| Book Value | 88228738 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3642708 | OtherCostOrOtherBasis |
| Depreciation | 2176851 | Depreciation |
| Book Value | 1465857 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 468020 | OtherCostOrOtherBasis |
| Depreciation | 369130 | Depreciation |
| Book Value | 98890 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 90289707 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ASSETS HELD BY TRUSTEE | 27623064 |
| DEFERRED MARKETING COSTS | 4930211 |
| DEFERRED FINANCING COSTS | 2217949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 34771224 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED ENTRY FEES | $26,483,867 |
| REFUNDABLE ENTRY FEES | $6,615,274 |
| ADVANCE DEPOSITS | $40,279 |
| CONTRACT DEPOSITS | $272,387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 33411807 | TotalOfAmounts |
| Total Revenue | 16710344 | TotalRevenue |
| Total Expenses | 17996972 | TotalExpenses |
| Excess Or Deficit For Year | -1286628 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1258522 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1258522 | TotalAdjustments |
| Excess Or Deficit Per FS | -2545150 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 16677902 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -170937 | OtherRevenues |
| Revenue Not Rptd F990 | -170937 | RevenueNotRptdF990 |
| Revenue Subtotal | 16848839 | RevenueSubtotal |
| Other Revenues Not Included | -138495 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -138495 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16710344 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17964530 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 138495 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 138495 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17826035 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 170937 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 170937 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17996972 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE CORPORATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE CORPORATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE AGENCY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2008. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES -170,937. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON SALE OF ASSETS -138,495. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON SALE OF ASSETS 138,495. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREGORY GRAVEL | |||||||||||||
| 240939 | 0 | 0 | 0 | 0 | 0 | 9637 | 0 | 8230 | 0 | 258806 | 0 | 0 | 0 |
| DAVID RATLIFF | |||||||||||||
| 134820 | 0 | 0 | 0 | 0 | 0 | 5273 | 0 | 12127 | 0 | 152220 | 0 | 0 | 0 |
| MICHAEL RAMBAROSE | |||||||||||||
| 148532 | 0 | 0 | 0 | 0 | 0 | 2600 | 0 | 16983 | 0 | 168115 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOWN OF HAMDEN CT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 066002014 | IssuerEIN |
| CUSIP Number | 406801AEO | CUSIPNumber |
| Date Issued | 2009-12-01 | DateIssued |
| Issue Price | 89895000 | IssuePrice |
| Description Of Purpose | TO FINANCE CONSTRUCTION OF NEW APARTMENTS AND COMMON AREA | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 89895000 | TotalProceeds |
| Amount In Reserve Fund | 7857426 | AmountInReserveFund |
| Capitalized Interest | 7512994 | CapitalizedInterest |
| Issuance Costs From Proceeds | 1682980 | IssuanceCostsFromProceeds |
| Capital Expenditures | 65162527 | CapitalExpenditures |
| Amount Unspent | 7674260 | AmountUnspent |
| Year Of Subst Completion | 2011 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OF THE BOARD OF DIRECTORS | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE BOARD OF DIRECTORS | |
| FORM 990, PART VI, SECTION B, LINE 11 | ALL MEMBERS OF THE BOARD OF DIRECTORS ARE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO IT BEING FILED, AND ARE REQUESTED TO PROVIDE THEIR COMMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | YEARLY THE BOARD IS QUERIED AS TO ANY POTENTIAL CONFLICT OF INTEREST AND EACH BOARD MEMBER IS ASKED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. AT ANY TIME DURING A BOARD COMMITTEE MEETING A VOTE IS TAKEN THAT MIGHT BE SUBJECT TO THE CONFLICT OF INTEREST POLICY, THE QUESTION WOULD BE ASKED. THERE HAVE BEEN NO SUCH INSTANCES THAT THERE HAS BEEN THE NEED TO ACT AS SUCH. AS FOR EMPLOYEES OF WHITNEY CENTER, BASED ON OUR CORPORATION COMPLIANCE POLICY, MANAGERS AND SUPERVISORS WILL BE ASKED ON AN ANNUAL BASIS AS TO WHETHER EITHER THEY, OR ANY COMPANY WHICH THEY OR A MEMEBER OF THEIR IMMEDIATE FAMILY ARE AFFILIATED WITH, HAS PROVIDED ANY SERVICES, FACILITIES OR SUPPLIES TO WHITNEY CENTER DURING THE PRECEDING 12 MONTH PERIOD ENDING SEPTEMBER 30TH OF ANY GIVEN YEAR. MANAGERS AND SUPERVISORS ARE REQUIRED TO PROVIDE SUCH INFORMATION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY THE STATE AND NATIONAL DATA IS REVIEWED, EXPERTS IN THE FIELD ARE CONSULTED AND THE WHITNEY CENTER'S SALARY STRUCTURE IS COMPARED TO THE CANPFA COMPENSATION AND BENEFITS SURVEY. THE CEO AND H/R CONSULTANT REPORT TO THE PERSONNEL COMMITTEE THE RESULTS OF THE COMPARISONS. COMPENSATION FOR THE CEO POSITION IS DETERMINED BY THE BOARD WHILE THE COMPENSATION FOR SENIOR MANAGEMENT IS DETERMINED BY THE CEO WITHIN THE GUIDELINES SET FOR OVERALL ANNUAL INCREASE FOR EMPLOYEES OF THE WHITNEY CENTER. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 INCLUDING FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST AND MAY BE AVAILABLE ON WEBSITES SUCH AS GUIDESTAR.ORG. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,258,522. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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