CHARLESTOWN COMMUNITY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHARLESTOWN COMMUNITY INC (EIN 52-1315965)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-05
- IRS object ID
- 201212799349300036
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-05T13:57:39-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | 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 | 521315965 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLESTOWN COMMUNITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 4104022375 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 719 MAIDEN CHOICE LANE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21228 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES WALTER | Name |
| Title | ASSISTANT TREASURER | Title |
| Phone | 4104022375 | Phone |
| Date Signed | 2012-10-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIA FLANNERY | Name |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | 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 | CLARA PARKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 719 MAIDEN CHOICE LANE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 83831479 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ERICKSONCOMMUNITIES.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE A HOME FOR SENIORS THAT SATISFIES THEIR THREE PRIMARY NEEDS. SEE SCHEDULE O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1478 | TotalNbrEmployees |
| Total Nbr Volunteers | 734 | TotalNbrVolunteers |
| Total Gross UBI | -155117 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -155117 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 510306 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 173478 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 76861766 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 79429121 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4747101 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3736717 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 328393 | OtherRevenuePriorYear |
| Other Revenue Current Year | 441055 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 82447566 | TotalRevenuePriorYear |
| Total Revenue Current Year | 83780371 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 156042 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 203539 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 37295391 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 38408411 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 107603 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 58170 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 155758 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 39787616 | OtherExpensePriorYear |
| Other Expenses Current Year | 43938319 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 77346652 | TotalExpensesPriorYear |
| Total Expenses Current Year | 82608439 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5100914 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1171932 | RevenuesLessExpensesCY |
| Total Assets BOY | 389920519 | TotalAssetsBOY |
| Total Assets EOY | 333734238 | TotalAssetsEOY |
| Total Liabilities BOY | 377916643 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 324072121 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12003876 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9662117 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE BOARD OF DIRECTORS OF CHARLESTOWN COMMUNITY, INC. ARE COMMITTED TO CREATING COMMUNITIES THAT CELEBRATE LIFE. SEE SCHEDULE O FOR THE COMPLETE MISSION STATEMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 79405291 | Expense |
| Grants | 203539 | Grants |
| Revenue | 79429121 | Revenue |
| Description | CHARLESTOWN COMMUNITY, INC PROVIDES SERVICES NEEDED BY SENIOR RESIDENTS, WHO RESIDE IN 1,396 INDEPENDENT LIVING UNITS, 113 ASSISTED LIVING UNITS AND 193 SKILLED NURSING BEDS. THE SERVICES WE PROVIDE TO OUR RESIDENTS INCLUDE, BUT ARE NOT LIMITED TO HOUSING, FOOD, MEDICAL, SECURITY AND MAINTENANCE SERVICES, RECREATIONAL AND PASTORAL ACTIVITIES. | Description |
| Total Program Service Expense | 79405291 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | 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 | 99 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1478 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL WILSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4104022421 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 MAIDEN CHOICE LANE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| CHARLES S GAMBLE | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| RICHARD A GROVE JR | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| RICHARD M BARNES ESQ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| FATHER PHILIP S KEANE SS STD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES H BROWN III | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NAOMI MCAFEE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT CAWLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM R O'BRIEN PHD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| REV DR DAVID COONEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BONNIE PHIPPS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LENWOOD M IVEY PHD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOANNE E POLLAK ESQ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| L BARNEY JOHNSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STANLEY W ELWELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SARA JANET SHAW | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KARLINE K TIERNEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GARRET A FALCONE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 196515 | 0 | 12220 | ||
| RICHARD C CALVERT | |||||||
| DIRECTOR OF FINANCE | 40.00 | X | 114232 | 0 | 15661 | ||
| JAMES WALTERS | |||||||
| DIRECTOR OF STRATEGIC PLAN | 40.00 | 231080 | 0 | 13226 | X | ||
| HENRI CARLTON | |||||||
| DIRECTOR OF NURSING EXTENDED CARE | 40.00 | 135830 | 0 | 23436 | X | ||
| JOSEPH NEAULT | |||||||
| DIR. OF GENERAL SERVICES | 40.00 | 128802 | 0 | 12573 | X | ||
| PAULETTE TRANSILL | |||||||
| DIRECTOR OF HUMAN RESOURCES | 40.00 | 129430 | 0 | 7112 | X | ||
| DONALD GROVE | |||||||
| DIRECTOR OF SALES | 40.00 | 128638 | 0 | 19469 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1064527 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 103697 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | 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 |
|---|---|---|---|---|---|
| SYSCO - BALTIMORE | |||||
| 8000 DORSEY RUN ROAD | JESSUP | MD | 20794 | FOOD SERVICE | 4343893 |
| ERICKSON LIVING MANAGEMNT LLC | |||||
| 701 MAIDEN CHOICE LANE | BALTIMORE | MD | 21108 | MANAGEMENT SERVICES | 2646436 |
| CARPET FASHIONS INC | |||||
| 12510 EASTERN AVE | MIDDLE RIVER | MD | 21220 | CARPETING | 718527 |
| KEANY PRODUCE CO | |||||
| 3310 75TH AVE | LANDOVER | MD | 20785 | FOOD SERVICE | 504449 |
| GULF SOUTH MEDICAL SUPPLY | |||||
| 1400 AIP DR | MIDDLETOWN | PA | 17057 | MEDICAL SUPPLIES | 483990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Fundraising Events | 127726 | FundraisingEvents |
| All Other Contributions | 45752 | AllOtherContributions |
| Total Contributions | 173478 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT FEES | 623990 | 62220534 | 62220534 |
| RESIDENT DEPOSITS | 623990 | 8860500 | 8860500 |
| ANCILLARY FEES | 623990 | 8068772 | 8068772 |
| CONTRACT REVENUE | 623990 | 246102 | 246102 |
| OTHER INCOME | 623990 | 23313 | 23313 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9900 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9900 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 79429121 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2636505 | TotalRevenueColumn |
| Unrelated Business Revenue | -155117 | UnrelatedBusinessRevenue |
| Exclusion | $2,791,622 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 456345 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 456345 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 456345 | TotalRevenueColumn |
| Exclusion | $456,345 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1100212 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1100212 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1100212 | TotalRevenueColumn |
| Exclusion | $1,100,212 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 26165 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 127726 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 46013 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -19848 | TotalRevenueColumn |
| Exclusion | -$19,848 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 9653 | GrossIncomeGaming |
| Gaming Direct Expenses | 5095 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4558 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4558 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 83780371 | TotalRevenueColumn |
| Related Or Exempt Function Income | 79433679 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -155117 | UnrelatedBusinessRevenue |
| Exclusion | $4,328,331 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42284 | Total |
| Program Services | 42284 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161255 | Total |
| Program Services | 161255 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 338628 | Total |
| Management And General | 338628 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30171198 | Total |
| Program Services | 28992973 | ProgramServices |
| Management And General | 1130245 | ManagementAndGeneral |
| Fundraising | 47980 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 313920 | Total |
| Program Services | 239689 | ProgramServices |
| Management And General | 69895 | ManagementAndGeneral |
| Fundraising | 4336 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5282215 | Total |
| Program Services | 4997776 | ProgramServices |
| Management And General | 273465 | ManagementAndGeneral |
| Fundraising | 10974 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2302450 | Total |
| Program Services | 2184677 | ProgramServices |
| Management And General | 109323 | ManagementAndGeneral |
| Fundraising | 8450 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2646436 | Total |
| Program Services | 2646436 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42358 | Total |
| Program Services | 16498 | ProgramServices |
| Management And General | 25860 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95560 | Total |
| Program Services | 95560 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58170 | Total |
| Fundraising | 58170 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296063 | Total |
| Program Services | 296063 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1630447 | Total |
| Program Services | 808344 | ProgramServices |
| Management And General | 809803 | ManagementAndGeneral |
| Fundraising | 12300 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1899622 | Total |
| Program Services | 1899622 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8419184 | Total |
| Program Services | 8306062 | ProgramServices |
| Management And General | 104000 | ManagementAndGeneral |
| Fundraising | 9122 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5349257 | Total |
| Program Services | 5347037 | ProgramServices |
| Management And General | 2220 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178166 | Total |
| Program Services | 145300 | ProgramServices |
| Management And General | 32245 | ManagementAndGeneral |
| Fundraising | 621 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3828811 | Total |
| Program Services | 3828811 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15548770 | Total |
| Program Services | 15548770 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 600092 | Total |
| Program Services | 600092 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LOSS ON EXTINGUISHMENT | 1279102 | 1279102 | ||
| EQUIPMENT RENTAL | 1173937 | 1144805 | 28579 | 553 |
| ADMINISTRATIVE AND MISC | 403803 | 364548 | 38749 | 506 |
| RESIDENT RELATIONS | 368361 | 281237 | 84378 | 2746 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178350 | Total |
| Program Services | 178350 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82608439 | Total |
| Program Services | 79405291 | ProgramServices |
| Management And General | 3047390 | ManagementAndGeneral |
| Fundraising | 155758 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2502 | BOY |
| EOY | 2690 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137067250 | BOY |
| EOY | 73787391 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3211511 | BOY |
| EOY | 2921833 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6671672 | BOY |
| EOY | 5969937 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167579 | BOY |
| EOY | 128904 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1319604 | BOY |
| EOY | 1233722 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 335297074 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 156391044 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 176302463 | BOY |
| EOY | 178906030 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61950399 | BOY |
| EOY | 68833377 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3227539 | BOY |
| EOY | 1950354 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389920519 | BOY |
| EOY | 333734238 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6725001 | BOY |
| EOY | 9305151 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165955000 | BOY |
| EOY | 122497624 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9726754 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195509888 | BOY |
| EOY | 192269346 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 377916643 | BOY |
| EOY | 324072121 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10881554 | BOY |
| EOY | 8802473 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1097322 | BOY |
| EOY | 834644 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25000 | BOY |
| EOY | 25000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12003876 | BOY |
| EOY | 9662117 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389920519 | BOY |
| EOY | 333734238 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1171932 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3513691 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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 | 267698 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 157986 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 302678 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 510306 | CurrentTaxYearMinus1Year |
| Current Tax Year | 173478 | CurrentTaxYear |
| Total | 1412146 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 73418833 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 73621162 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 74926298 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 76878316 | CurrentTaxYearMinus1Year |
| Current Tax Year | 79464939 | CurrentTaxYear |
| Total | 378309548 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 73686531 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 73779148 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 75228976 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 77388622 | CurrentTaxYearMinus1Year |
| Current Tax Year | 79638417 | CurrentTaxYear |
| Total | 379721694 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 379721694 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2965551 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2274813 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1915533 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1950166 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3247967 | CurrentTaxYear |
| Total | 12354030 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2965551 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2274813 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1915533 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1950166 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3247967 | CurrentTaxYear |
| Total | 12354030 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76652082 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 76053961 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 77144509 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 79338788 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82886384 | CurrentTaxYear |
| Total | 392075724 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96850 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96930 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03150 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03070 | 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10207587 | OtherCostOrOtherBasis |
| Book Value | 10207587 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 296679262 | OtherCostOrOtherBasis |
| Depreciation | 134943028 | Depreciation |
| Book Value | 161736234 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3812525 | OtherCostOrOtherBasis |
| Depreciation | 2421646 | Depreciation |
| Book Value | 1390879 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20778008 | OtherCostOrOtherBasis |
| Depreciation | 16020694 | Depreciation |
| Book Value | 4757314 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3819692 | OtherCostOrOtherBasis |
| Depreciation | 3005676 | Depreciation |
| Book Value | 814016 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 178906030 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RESIDENT REFUNDS PAYABLE | $6,932,679 |
| ADVANCE DEPOSITS | $1,054,507 |
| RESIDENT DEPOSITS, NET OF ACCUM. AMORT. | $182,474,599 |
| UNCLAIMED PROPERTY | $33,605 |
| FUNDS HELD FOR RESIDENTS | $68,140 |
| CLAIMS RESERVE | $1,573,494 |
| DEFERRED MANAGEMENT FEES | $132,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 192269346 | TotalOfAmounts |
| Total Revenue | 83780371 | TotalRevenue |
| Total Expenses | 82608439 | TotalExpenses |
| Excess Or Deficit For Year | 1171932 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3513691 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -3513691 | TotalAdjustments |
| Excess Or Deficit Per FS | -2341759 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 81458944 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3513691 | NetUnrealizedGainsInvestments |
| Other Revenues | 1311975 | OtherRevenues |
| Revenue Not Rptd F990 | -2201716 | RevenueNotRptdF990 |
| Revenue Subtotal | 83660660 | RevenueSubtotal |
| Other Revenues Not Included | 119711 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 119711 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 83780371 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 83085478 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 596750 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 596750 | ExpensesNotRptdF990 |
| Expenses Subtotal | 82488728 | ExpensesSubtotal |
| Other Expenses Not Included | 119711 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 119711 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 82608439 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | CHARLESTOWN COMMUNITY, INC. ("CCI") AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE APPLICABLE MARYLAND STATE INCOME TAX REGULATIONS. ST. CHARLES ASSOCIATES, LTD. ("SCA") IS A SINGLE-MEMBER LIMITED LIABILITY COMPANY AND HAS ELECTED TO BE DISREGARDED FOR FEDERAL AND STATE INCOME TAX PURPOSES. SCA'S FINANCIAL STATEMENT ACTIVITY IS REFLECTED ON CCI'S BOOK AND RECORDS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REVENUE FROM AFFILIATE REPORTED ON CONSOLIDATED FINANCIAL STATEMENT 720,485. ADJUSTMENT TO TRNA 540,382. SPECIAL EVENT EXPENSES NETTED WITH REVENUES ON LINE 9B 51,108. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHARITY CARE EXPENSE NETTED WITH REVENUE ON FINANCIAL STATEMENT 119,711. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSE FROM AFFILIATE REPORTED ON CONSOLIDATED FINANCIAL STATEMENT 5,260. SPECIAL EVENT EXPENSES NETTED WITH REVENUES ON LINE 9B 51,108. ADJUSTMENT TO TRNA 540,382. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | CHARITY CARE EXPENSE NETTED WITH REVENUE ON FINANCIAL STATEMENT 119,711. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | ERICKSON LIVING MANAGEMENT LLC | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 MAIDEN CHOICE LANE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING | Activity |
| Fundraiser Control Of Funds | 1 | FundraiserControlOfFunds |
| Gross Receipts | 484972 | GrossReceipts |
| Amount Retained By Contractor | 58170 | AmountRetainedByContractor |
| Net To Organization | 426802 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 484972 | TotalGrossReceipts |
| Total Retained By Contractors | 58170 | TotalRetainedByContractors |
| Total Net To Organization | 426802 | TotalNetToOrganization |
| Licensed States | MD | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL GALA | NameOfEvent1 |
| Gross Receipts Event1 | 133158 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 113614 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 19544 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 18220 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 11870 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 6896 | OtherDirectExpensesEvent1 |
| Name Of Event2 | OTHER | NameOfEvent2 |
| Gross Receipts Event2 | 20733 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 14112 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 6621 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 800 | CashPrizesEvent2 |
| Rent Facility Costs Event2 | 6621 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 1483 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 123 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 153891 | GrossReceiptsTotal |
| Charitable Contributions Total | 127726 | CharitableContributionsTotal |
| Gross Revenue Total Events | 26165 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 800 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 6621 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 19703 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 11870 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 7019 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 46013 | DirectExpenseSummaryEvents |
| Net Income Summary | -19848 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CRISTO REY CORPORATE INTERSHIP PROGRAM INC | |||||||
| 420 S CHESTER ST | BALTIMORE | MD | 21231 | 205300491 | 501(C)(3) | 25000 | PROGRAM SERVICE |
| CAROLINE CENTER INC | |||||||
| PO BOX 460 | RIDGELY | MD | 21660 | 521019072 | 501(C)(3) | 5000 | PROGRAM SERVICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | EDUCATIONAL SCHOLARSHIPS - SEE PART IV | TypeOfGrant |
| Number Of Recipients | 166 | NumberOfRecipients |
| Amount Of Cash Grant | 161255 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SCHOLAR CANDIDATES MUST BE CURRENTLY EMPLOYED YEAR-ROUND AT CHARLESTOWN COMMUNITY. ONLY MEDICAL LEAVES OF ABSENCE ARE ALLOWABLE DURING THE TWO YEARS. OTHER REQUESTS FOR A LEAVE OF ABSENCE WILL BE REVIEWED AND DETERMINED CASE BY CASE. A SCHOLAR CANDIDATE MUST HAVE BEEN EMPLOYED BY CHARLESTOWN COMMUNITY ON OR BEFORE SEPTEMBER 30, 2011. THE CANDIDATE MUST ALSO ACHIEVE 1,000 HOURS OF WORK DURING A TIME SPAN THAT BEGINS NO EARLIER THAN JUNE 1, 2011 OF THEIR JUNIOR YEAR OF HIGH SCHOOL (300 OF 1,000 HOURS MUST BE COMPLETED BY THE END OF THEIR JUNIOR YEAR OF HIGH SCHOOL TO QUALIFY). ANY HOURS WORKED PRIOR TO JUNE 1, 2011 DO NOT COUNT TOWARDS THE 1,000 HOURS REQUIREMENT. CANDIDATES MUST ACHIEVE THE 1,000 HOUR REQUIREMENT AS WELL AS FULFILL THE TWO-YEAR MINIMUM EMPLOYMENT REQUIREMENT. CANDIDATES MUST BE IN "GOOD STANDING" FROM THEIR ORIGINAL DATE OF HIRE THROUGH THEIR LAST DAY OF WORK. TO MAINTAIN "GOOD STANDING," SCHOLAR CANDIDATES, AS EMPLOYEES, MUST ABIDE BY ALL EMPLOYMENT POLICIES AND PROCEDURES, TO INCLUDE GIVING TWO WEEKS NOTICE TO THEIR SUPERVISOR WHEN TERMINATING EMPLOYMENT. SCHOLAR CANDIDATES MUST COMPLETE EACH STEP AS OUTLINED IN THE PROGRAM DESCRIPTION BY THE RESPECTIVE DUE DATE. FURTHERMORE, CANDIDATES MUST TURN IN PROOF OF FULL-TIME STATUS WITHIN THE DATES SPECIFIED IN THE PROGRAM DESCRIPTION FOR EACH SPRING AND FALL SEMESTER THEY ATTEND SCHOOL. FAILURE TO DO SO WILL DISQUALIFY THE SCHOLAR THAT SEMESTER AND WILL COUNT TOWARDS ONE OF THE TWO ALLOWABLE SEMESTER LAPSES. CANDIDATES SHOULD INTEND TO GO TO COLLEGE OR TRADE SCHOOL AFTER HIGH SCHOOL. SCHOLAR CANDIDATES MUST ATTEND SCHOOL FULL-TIME (12 CREDIT HOURS EACH SEMESTER) AFTER HIGH SCHOOL. SCHOLAR CANDIDATES MUST BE ACCEPTED AND/OR REGISTERED IN THE FALL OF 2011 AT A TRADE SCHOOL, COLLEGE, OR UNIVERSITY TO BENEFIT. (IN EXCEPTIONAL CASES, A SCHOLAR CANDIDATE MAY ARRANGE TO START SCHOOL UP TO TWO SEMESTERS AFTER BEING INDUCTED INTO THE PROGRAM, BUT THEY MUST MAKE ARRANGEMENTS WITH THE RESIDENT LIFE DEPARTMENT. THESE TWO SEMESTERS WILL COUNT AS THE TWO ALLOCABLE SEMESTER LAPSES.) SCHOLARS WHO LAPSE FROM THE PROGRAM FOR MORE THAN A TOTAL OF TWO SEMESTERS AFTER BEING INDUCTED INTO THE PROGRAM ARE NO LONGER ELIGIBLE TO RECEIVE THE AWARD. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARRET A FALCONE | |||||||||||||
| 152415 | 0 | 32000 | 0 | 12100 | 0 | 750 | 0 | 14831 | 0 | 212096 | 0 | 0 | 0 |
| JAMES WALTERS | |||||||||||||
| 196583 | 0 | 34497 | 0 | 0 | 0 | 7168 | 0 | 6735 | 0 | 244983 | 0 | 0 | 0 |
| HENRI CARLTON | |||||||||||||
| 121380 | 0 | 14450 | 0 | 0 | 0 | 4781 | 0 | 18965 | 0 | 159576 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | GARRET FALCONE, RICHARD CALVERT, JOSEPH NEAULT, PAULETTE TANSILL, AND TIMOTHY SANNA ARE ALL EMPLOYEES OF ERICKSON LIVING MANAGEMENT, INC. ("ELM:), AN UNRELATED ORGANIZATION TO CHARLESTOWN COMMUNITY, INC., IN ACCORDANCE WITH THE MANAGEMENT AGREEMENT BETWEEN CHARLESTOWN COMMUNITY, INC. AND ELM. SEE SCHEDULE O EXPLANATION FOR FORM 990, PART VI, SECTION A, LINE 3. THEREFORE, FOR IRS MATCHING PURPOSES, ELM IS THE ISSUER OF THESE FORMS W-2. UNDER THE MANAGEMENT AGREEMENT, CHARLESTOWN COMMUNITY, INC. REIMBURSES ELM FOR THE COST OF SERVICES PERFORMED FOR CHARLESTOWN COMMUNITY, INC. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 520936091 | IssuerEIN |
| CUSIP Number | 574217BQ1 | CUSIPNumber |
| Date Issued | 2010-12-15 | DateIssued |
| Issue Price | 122478513 | IssuePrice |
| Description Of Purpose | PART REFUNDING, PART NEW MONEY | 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 | 122478513 | TotalProceeds |
| Amount In Reserve Fund | 9116351 | AmountInReserveFund |
| Capitalized Interest | 3612728 | CapitalizedInterest |
| Issuance Costs From Proceeds | 2001980 | IssuanceCostsFromProceeds |
| Capital Expenditures | 26976462 | CapitalExpenditures |
| Amount Unspent | 41857348 | AmountUnspent |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
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 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART V: | Identifier |
| Explanation | IN TAX YEAR 2012, THE ORGANIZATION HAS ADOPTED MANAGEMENT PRACTICES AND PROCEDURES TO ENSURE POST-ISSUANCE COMPLIANCE OF ITS TAX EXEMPT BOND LIABILITIES. THESE PROCEDURES INCLUDE WRITTEN PROCEDURES TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION IS NOT AVAILABLE UNDER APPLICABLE REGULATIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | ON APRIL 30, 2010, CCI ENTERED INTO A MANAGEMENT AND MARKETING AGREEMENT WITH ERICKSON LIVING MANAGEMENT, LLC ("ELM"), CONSISTENT WITH THE PREVIOUS CONTRACT TERMS, TO PROVIDE THE SERVICES PREVIOUSLY PROVIDED BY ERICKSON RETIREMENT COMMUNITIES ("ERC"). ELM IS A SUBSIDIARY OF REDWOOD-ERC SENIOR LIVING HOLDINGS, LLC, NOW KNOWN AS ERICKSON LIVING HOLDINGS, LLC WHICH, TOGETHER WITH OTHER RELATED ENTITIES, PURCHASED THE MAJORITY OF THE ASSETS OF ERC. ELM IS A MARYLAND LIMITED LIABILITY COMPANY WHICH OPERATES AND MANAGES LARGE SCALE CONTINUING CARE RETIREMENT COMMUNITIES. ON JANUARY 1, 2011, CCI AND ELM AMENDED THE MANAGEMENT AND MARKETING AGREEMENT. THE AMENDED MANAGEMENT AGREEMENT INCLUDES (WITHOUT LIMITATION) PROVISIONS WHICH PERMIT CCI TO REVIEW AND RENEGOTIATE MANAGEMENT FEES WITH THE MANAGEMENT COMPANY AFTER YEAR THREE AND YEAR SEVEN, RESPECTIVELY, IF THE MANAGEMENT FEES BEING PAID UNDER THE NEW MANAGEMENT DEVIATE FROM MARKET (AS DEFINED IN THE AGREEMENT) AT SUCH TIME. THE MANAGEMENT AGREEMENTS IS FOR A TERM OF TEN YEARS. CCI MAY TERMINATE THE NEW MANAGEMENT AGREEMENT IF CERTAIN OBJECTIVE PERFORMANCE CRITERIA ARE NOT MET. CCI ALSO ENTERED INTO A MANAGEMENT FEE SUBORDINATION AGREEMENT WITH REDWOOD-ERC MANAGEMENT, LLC WHICH SUBORDINATES THE PAYMENT OF THE MANAGEMENT FEE TO THE PAYMENT OF THE ORGANIZATION'S BOND OBLIGATIONS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD CHAIR AND THE AUDIT COMMITTEE OF THE BOARD HAVE THE RESPONSIBILITY TO REVIEW FORM 990 PRIOR TO ITS FILING OR TO DESIGNATE ANOTHER BOARD MEMBER TO REVIEW THE FORM. THE FULL BOARD IS GIVEN THE OPPORTUNITY TO REVIEW THE FINAL VERSION OF FORM 990 BEFORE IT IS FILED AND ASK QUESTIONS OF THE AUDIT COMMITTEE OR THE REVIEWER REGARDING THE FORM. THE BOARD CHAIR DESIGNATES AN OFFICER TO SIGN FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CHARLESTOWN COMMUNITY, INC.'S CONFLICT OF INTEREST POLICY COVERS ALL DIRECTORS, OFFICERS, KEY EMPLOYEES, EMPLOYEES AND VOLUNTEERS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER CHARLESTOWN COMMUNITY, INC.'S AFFAIRS, COMMITTEE MEMBERS, PROSPECTIVE DIRECTORS, AND SENIOR STAFF PROVIDING SERVICES TO THE ORGANIZATION UNDER A MANAGEMENT AGREEMENT. EACH COVERED PERSON COMPLETES A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY AND AS POTENTIAL CONFLICTS ARISE DURING THE YEAR. THESE STATEMENTS ARE REVIEWED BY THE BOARD CHAIR WHO MAY CONSULT WITH THE ORGANIZATION'S MANAGING DIRECTOR FOR GOVERNANCE AND/OR INDEPENDENT LEGAL COUNSEL IN ORDER TO DETERMINE IF THERE IS A CONFLICT OF INTEREST. THE BOARD CHAIR PREPARES A REPORT FOR THE EXECUTIVE COMMITTEE WHICH REVIEWS THE FINDINGS AND RECOMMENDS APPROPRIATE ACTION TO THE FULL BOARD. EITHER THE FULL BOARD OR A COMMITTEE OF DISINTERESTED DIRECTORS WILL DETERMINE WHETHER A CONFLICT ACTUALLY EXISTS. A COVERED PERSON MAY NOT PARTICIPATE IN ANY DISCUSSION OR DEBATE BY THE BOARD BUT MAY ANSWER QUESTIONS OR PROVIDE CLARIFYING INFORMATION UNLESS ANY BOARD MEMBER OBJECTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | REFERENCE TO DIRECTORS IS THE MANAGEMENT DIRECTORS, NOT THE BOARD OF DIRECTORS. THE BOARD HAS APPROVED A DIRECTORS' COMPENSATION POLICY WHICH ESTABLISHES THE PROCESS BY WHICH ALL DIRECTOR COMPENSATION IS DETERMINED. OFFICERS SERVE WITHOUT COMPENSATION. A REVIEW OF THE DIRECTORS' COMPENSATION IS CONDUCTED EACH FISCAL YEAR. COMPENSATION IS APPROACHED ON AN OVERALL BASIS AND THE TOTAL VALUE OF ALL FORMS OF COMPENSATION IS ESTABLISHED AND MONITORED. AN INDEPENDENT COMPENSATION CONSULTANT IS PERIODICALLY RETAINED TO PERFORM AN ANALYSIS OF CHARLESTOWN COMMUNITY, INC.'S COMPENSATION USING COMPARABLES OF BOTH FOR-PROFIT AND NON-PROFIT PEERS. A COMMITTEE OF THE ORGANIZATION'S BOARD REVIEWS THE CONSULTANT'S REPORT AND MAKES A RECOMMENDATION TO THE ORGANIZATION AS TO APPROPRIATE COMPENSATION OF DIRECTORS. THE FULL BOARD HAS ACCESS TO CHARLESTOWN COMMUNITY INC.'S CONSULTANT'S REPORT AND AN OPPORTUNITY TO QUESTION THE CONSULTANT ABOUT THE PROCESS, METRICS, AND COMPARABLES THAT WERE USED IN DETERMINING THE RECOMMENDED COMPENSATION. THE BOARD THEN VOTES ON THE COMPENSATION RECOMMENDATIONS AND A CONTEMPORANEOUS RECORD IS MADE OF THE MEETING AND THE VOTE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE EXECUTIVE DIRECTOR'S OFFICE. | |
| FORM 990, PART VII KARLINE K. TIERNEY, LENWOOD M. IVEY, SARA JANET SHAW, AND NAOMI J. MCAFEE ARE ALSO BOARD MEMBERS OF CHARLESTOWN BENEVOLENT CARE FOUNDATION, INC., A RELATED ORGANIZATION. EACH BOARD MEMBER DEVOTES 1 HOUR PER WEEK TO THE RELATED ORGANIZATION. OFFICERS, GARRET A. FALCONE AND RICHARD C. CALVERT ARE BOARD MEMBERS OF CHARLESTOWN BENEVOLENT CARE FOUNDATION, INC. BOTH OFFICERS DEVOTE 1 HOUR PER WEEK TO THE RELATED ORGANIZATION. | ||
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,513,691. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE AUDIT COMMITTEE OF THE BOARD OVERSEES THE FINANCIAL STATEMENT AUDIT PROCESS AS WELL AS THE SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS. THE PROCESS HAS BEEN CONSISTENT WITH PRIOR YEARS. | |
| MISSION STATEMENT - 990 PAGE 1, PART I, LINE 1 AND PART III, LINE 1 MISSION STATEMENT CHARLESTOWN COMMUNITY, INC. IS FORMED EXCLUSIVELY FOR EDUCATIONAL, SCIENTIFIC, AND CHARITABLE PURPOSES, INCLUDING: THE PROMOTION OF THE HEALTH OF THE ELDERLY THROUGH THE PROVISION OF A RESIDENTIAL COMMUNITY OFFERING VARIOUS LEVELS OF SERVICES FOR ELDERLY PERSONS; CARRYING ON EDUCATIONAL ACTIVITIES RELATED TO THE PROMOTION OF HEALTH OF THE RESIDENTIAL COMMUNITY; PROMOTION OF AND CARRYING ON SCIENTIFIC RESEARCH RELATED TO THE HEALTH OF THE RESIDENTIAL COMMUNITY; AND PERFORMING OTHER ACTIVITIES PERMITTED UNDER THE GENERAL LAWS OF THE STATE OF MARYLAND, TO THE EXTENT SUCH ACTIVITIES ARE PERMITTED BY ORGANIZATIONS WHICH ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, CHARLESTOWN COMMUNITY, INC.'S EXEMPT PURPOSE IS TO PROVIDE A HOME FOR THE AGED THAT SATISFIES THE THREE PRIMARY NEEDS OF AGED PERSONS - - THE NEED FOR HOUSING, THE NEED FOR HEALTH CARE, AND THE NEED FOR FINANCIAL SECURITY. CHARLESTOWN COMMUNITY, INC. PROVIDES HOUSING BY ESTABLISHING RESIDENTIAL FACILITIES THAT ARE SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL, RELIGIOUS, AND SIMILAR NEEDS OF AGED PERSONS. CHARLESTOWN COMMUNITY, INC. PROVIDES HEALTH CARE BY DIRECTLY PROVIDING SOME MEDICAL SERVICES, AND MAINTAINING CONTINUING ARRANGEMENTS WITH OTHER ORGANIZATIONS DESIGNED TO MAINTAIN THE PHYSICAL AND MENTAL WELL-BEING OF ITS RESIDENTS. CHARLESTOWN COMMUNITY, INC. PROVIDES FINANCIAL SECURITY BY HAVING AN ESTABLISHED POLICY THAT PROVIDES FOR THE MAINTAINING OF RESIDENCE OF ANY PERSONS WHO BECOME UNABLE TO PAY THEIR REGULAR CHARGES TO THE EXTENT OF ITS FINANCIAL ABILITY. CHARLESTOWN COMMUNITY, INC. ALSO OPERATES SO AS TO PROVIDE ITS SERVICES TO THE AGED AT THE LOWEST FEASIBLE COSTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| ST CHARLES ASSOCIATES LTD | |||||||||
| 719 MAIDEN CHOICE LANE | BALTIMORE | MD | 21228 | 592193189 | BENEFICIAL LANDOWNER | MD | 0 | 0 | CHARLESTOWN COMMUNITY INC |
| CHARLESTOWN COMMUNITY REAL ESTATE LLC | |||||||||
| 719 MAIDEN CHOICE LANE | BALTIMORE | MD | 21228 | 522199208 | DISREGARDED ENTITY | MD | 0 | 0 | CHARLESTOWN COMMUNITY INC |
| CHARLESTOWN EMS LLC | |||||||||
| 719 MAIDEN CHOICE LANE | BALTIMORE | MD | 21228 | 861159638 | EMERGENCY MEDICAL TREATMENT | MD | 400345 | 0 | CHARLESTOWN COMMUNITY INC |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLESTOWN BENEVOLENT CARE FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 719 MAIDEN CHOICE LANE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522350026 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION | PrimaryActivities |
| Legal Domicile State | MD | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLESTOWN COMMUNITY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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