CARMEL MANOR INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CARMEL MANOR INC (EIN 61-0523290)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-04
- IRS object ID
- 201222489349300017
- 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 | 2012-09-04T09:29:44-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310905417 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VONLEHMAN & COMPANY INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 GRANDVIEW DR SUITE 300 | AddressLine1 |
| City | FT MITCHELL | City |
| State | KY | State |
| ZIP Code | 41017 | 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 | 610523290 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARMEL MANOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARM | NameControl |
| Phone | 8597815111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CARMEL MANOR ROAD | AddressLine1 |
| City | FORT THOMAS | City |
| State | KY | State |
| ZIP Code | 41075 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SR TERESA KENNEDY OCARM | Name |
| Title | ADMINISTRATOR | Title |
| Phone | 8597815111 | Phone |
| Date Signed | 2012-08-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KERRI L RICHARDSON | Name |
| PTIN | P00636119 | PTIN |
| Phone | 8593313300 | 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 | SR TERESA KENNEDY OCAR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CARMEL MANOR ROAD | AddressLine1 |
| City | FORT THOMAS | City |
| State | KY | State |
| ZIP Code | 41075 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7901304 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CARMELITESYSTEM.ORG/FACILITES/CARMEL_MANOR.HT | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1949 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE HOME IS TO PROVIDE CARE AND SERVICES TO THE COMMUNITY IN CONFORMANCE WITH THE THEOLOGY; PHILOSOPHY; TEACHINGS AND DOCTRINES OF THE ROMAN CATHOLIC CHURCH, RESPECTING AND BUILDING ON THE MISSION, PHILOSOPHY AND VALUES OF THE CARMELITE SISTERS FOR THE AGED AND INFIRM. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 221 | TotalNbrEmployees |
| Total Nbr Volunteers | 48 | TotalNbrVolunteers |
| Total Gross UBI | 14520 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 13520 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 105604 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 89545 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6839414 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7186143 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 165201 | InvestmentIncomePriorYear |
| Investment Income Current Year | 196462 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 168036 | OtherRevenuePriorYear |
| Other Revenue Current Year | 162673 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7278255 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7634823 | 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 | 4565812 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4795755 | 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 | 2479094 | OtherExpensePriorYear |
| Other Expenses Current Year | 2530316 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7044906 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7326071 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 233349 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 308752 | RevenuesLessExpensesCY |
| Total Assets BOY | 8758290 | TotalAssetsBOY |
| Total Assets EOY | 8728995 | TotalAssetsEOY |
| Total Liabilities BOY | 1214694 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 968107 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7543596 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7760888 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CARMEL MANOR OPERATES A 65 BED LICENSED NURSING HOME AND A 80 UNIT PERSONAL CARE HOME IN FORT THOMAS, KENTUCKY. THE HOME PROVIDES PROFESSIONAL AND PERSONAL SERVICES IN A COMPASSIONATE AND CARING MANNER TO MEMBERS OF THE FORT THOMAS AND SURROUNDING COMMUNITIES OTHER LOCATIONS THAT SEEK OUR SERVICES. DURING 2011 THE HOME SERVED HUNDREDS OF OUR NEIGHBORS AND THEIR FAMILIES WITHOUT REGARD TO THEIR ETHNIC BACKGROUND, RELIGION, OR FINANCIAL CIRCUMSTANCES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3619060 | Expense |
| Revenue | 5083110 | Revenue |
| Description | CARMEL MANOR IS A SKILLED NURSING FACILITY WHICH SERVES THE NEEDS OF UP TO 145 INDIVIDUALS.NURSING SERVICES | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1271426 | Expense |
| Revenue | 2156704 | Revenue |
| Description | GENERAL SERVICES | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 992945 | Expense |
| Description | DIETARY SERVICES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 5883431 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 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 | 1 | 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 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 221 | 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 | 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SR TERESA KENNEDY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8597815111 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CARMEL MANOR RD | AddressLine1 |
| City | FT THOMAS | City |
| State | KY | State |
| ZIP Code | 410755111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SR ANN BROWN OCARM | ||||||
| PRESIDENT | 0.00 | X | X | 0 | 0 | 0 |
| SR ANTHONY VEILLEUX OCARM | ||||||
| VICE PRESIDENT | 0.00 | X | 0 | 0 | 0 | |
| SR ROSEMARY ANN RUBOCKI OCARM | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SR ANN MCCARTNEY OCARM | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SR PAULINE ROSS OCARM | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SR MARY LUANN BENDER SND | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MR D ANTHONY BRINKER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MR MICHAEL DESMOND | ||||||
| CHAIRMAN | 0.00 | X | X | 0 | 0 | 0 |
| REV RONALD KETTELER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SR MARY ROSE HEERY O CARM | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MRS CATHERINE KIT MORRISON | ||||||
| SECRETARY | 0.00 | X | X | 0 | 0 | 0 |
| MR THOMAS E SAALFELD | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MR IRVIN L HANK SCHMIDT | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MR BOB HOFFER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DR PATRICK J MCCAULEY DMD | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SR TERESA KENNEDY OCARM | ||||||
| ADMINISTRATOR | 40.00 | X | 0 | 0 | 0 | |
| MARY PATRICIA BILLITER | ||||||
| FINANCE DIRECTOR | 40.00 | X | 66001 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 66001 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELECT REHABILITATION | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 FRONTAGE ROAD | AddressLine1 |
| City | NORTHFIELD | City |
| State | IL | State |
| ZIP Code | 60093 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | PHYSICAL, OCCUPATIONAL AND SPEECH THERAP | DescriptionOfServices |
| Compensation | 384529 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 5517 | FundraisingEvents |
| All Other Contributions | 84028 | AllOtherContributions |
| Total Contributions | 89545 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENTIAL CARE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 5083110 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5083110 | RelatedOrExemptFunctionIncome |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2103033 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2103033 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7186143 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 161045 | TotalRevenueColumn |
| Exclusion | $161,045 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 286379 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 250962 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 35417 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35417 | TotalRevenueColumn |
| Exclusion | $35,417 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 21133 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 5517 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 15519 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5614 | TotalRevenueColumn |
| Exclusion | $5,614 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| CONVENT REVENUE | 900099 | 42570 | $42,570 | |
| SHOP REVENUE | 453220 | 42148 | $42,148 | |
| RESIDENT ADMISSION FEE | 623000 | 28800 | 28800 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43541 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24871 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 14520 | UnrelatedBusinessRevenue |
| Exclusion | $4,150 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 157059 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7634823 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7239814 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 14520 | UnrelatedBusinessRevenue |
| Exclusion | $290,944 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66001 | Total |
| Management And General | 66001 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3751049 | Total |
| Program Services | 3386763 | ProgramServices |
| Management And General | 364286 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106838 | Total |
| Program Services | 94349 | ProgramServices |
| Management And General | 12489 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 608551 | Total |
| Program Services | 406812 | ProgramServices |
| Management And General | 201739 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263316 | Total |
| Program Services | 238612 | ProgramServices |
| Management And General | 24704 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43162 | Total |
| Program Services | 7388 | ProgramServices |
| Management And General | 35774 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43160 | Total |
| Program Services | 7387 | ProgramServices |
| Management And General | 35773 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15626 | Total |
| Management And General | 15626 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14708 | Total |
| Management And General | 14708 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334172 | Total |
| Management And General | 334172 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112776 | Total |
| Management And General | 112776 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROVIDER TAX | 215930 | 215930 | |
| CONTRACT LABOR | 562032 | 508397 | 53635 |
| FOOD COST | 411835 | 411735 | 100 |
| MEDICAL SUPPLIES | 228606 | 228606 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 548309 | Total |
| Program Services | 377452 | ProgramServices |
| Management And General | 170857 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7326071 | Total |
| Program Services | 5883431 | ProgramServices |
| Management And General | 1442640 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324393 | BOY |
| EOY | 280232 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 285527 | BOY |
| EOY | 403617 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 511625 | BOY |
| EOY | 546583 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41942 | BOY |
| EOY | 39888 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7355 | BOY |
| EOY | 6748 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9281030 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6748191 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2729604 | BOY |
| EOY | 2532839 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4857844 | BOY |
| EOY | 4874088 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 45000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8758290 | BOY |
| EOY | 8728995 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330013 | BOY |
| EOY | 376967 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 884681 | BOY |
| EOY | 591140 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1214694 | BOY |
| EOY | 968107 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7543596 | BOY |
| EOY | 7760888 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7543596 | BOY |
| EOY | 7760888 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8758290 | BOY |
| EOY | 8728995 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 308752 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -91460 | 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 | 80899 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 80527 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 77296 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 105604 | CurrentTaxYearMinus1Year |
| Current Tax Year | 84028 | CurrentTaxYear |
| Total | 428354 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6361991 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6948599 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7002858 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6839414 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7186143 | CurrentTaxYear |
| Total | 34339005 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6442890 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7029126 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7080154 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6945018 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7270171 | CurrentTaxYear |
| Total | 34767359 | 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 | 34767359 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 148097 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 160370 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 147264 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 149532 | CurrentTaxYearMinus1Year |
| Current Tax Year | 161045 | CurrentTaxYear |
| Total | 766308 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 148097 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 160370 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 147264 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 149532 | CurrentTaxYearMinus1Year |
| Current Tax Year | 161045 | CurrentTaxYear |
| Total | 766308 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15638 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13310 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14520 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14520 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14520 | CurrentTaxYear |
| Total | 72508 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 115170 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 114192 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 110192 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 128025 | CurrentTaxYearMinus1Year |
| Current Tax Year | 142539 | CurrentTaxYear |
| Total | 610118 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6721795 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7316998 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7352130 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7237095 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7588275 | CurrentTaxYear |
| Total | 36216293 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96000 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95940 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02120 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02100 | 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) |
|---|---|---|
| Investment Cost Or Other Basis | 48462 | InvestmentCostOrOtherBasis |
| Book Value | 48462 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 5729936 | InvestmentCostOrOtherBasis |
| Depreciation | 4237490 | Depreciation |
| Book Value | 1492446 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1963038 | InvestmentCostOrOtherBasis |
| Depreciation | 1388968 | Depreciation |
| Book Value | 574070 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1539594 | InvestmentCostOrOtherBasis |
| Depreciation | 1121733 | Depreciation |
| Book Value | 417861 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2532839 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INSURANCE CONTRACT | 28933 | F |
| OTHER SECURITES | 4845155 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4874088 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SECURITY DEPOSITS | $90,962 |
| LINE OF CREDIT | $500,178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 591140 | TotalOfAmounts |
| Total Revenue | 7634823 | TotalRevenue |
| Total Expenses | 7326071 | TotalExpenses |
| Excess Or Deficit For Year | 308752 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -91460 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -91460 | TotalAdjustments |
| Excess Or Deficit Per FS | 217292 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7634823 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 7634823 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7634823 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7326071 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7326071 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7326071 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF THE ACCOUNTING PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION RECOGNIZED NO INTEREST OR PENALTIES IN THE STATEMENT OF OPERATIONS FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010. IF THE SITUATION AROSE IN WHICH THE ORGANIZATION WOULD HAVE INTEREST TO RECOGNIZE, IT WOULD RECOGNIZE THIS AS INTEREST EXPENSE AND PENALTIES WOULD BE RECOGNIZED IN OTHER EXPENSES. TAX YEARS STILL OPEN UNDER FEDERAL AND STATE STATUTE OF LIMITATIONS REMAIN SUBJECT TO REVIEW AND CHANGE. BASED ON THE EVALUATION OF THE ORGANIZATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FESTIVAL | NameOfEvent1 |
| Gross Receipts Event1 | 26509 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 26509 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 15378 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 26509 | GrossReceiptsTotal |
| Gross Revenue Total Events | 26509 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 15378 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 15378 | DirectExpenseSummaryEvents |
| Net Income Summary | 11131 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI | THE ORGANIZATION HAS A CORPORATE COMPLIANCE POLICY IN PLACE, WHICH INCLUDES A POLICY ON WHISTLEBLOWER PROTECTION. | |
| FORM 990, PART VI | THE ORGANIZATION HAS A FORMAL RECORD RETENTION AND DESTRUCTION POLICY WHICH COMPLIES WITH FEDERAL AND STATE LAW AND WITH THE REQUIREMENTS OF VARIOUS REGULATORY AGENCIES. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THERE ARE FIVE MEMBERS OF THE CORPORATION THAT INCLUDE THE OFFICES OF THE SUPERIOR GENERAL AND FOUR MEMBERS OF THE GENERAL COUNCIL OF THE CARMELITE SISTERS FOR THE AGED AND INFIRM. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE CORPORATE MEMBERS RETAIN THE RIGHT TO APPOINT OR REMOVE MEMBERS OF THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW. THE FINANCE COMMITTEE REPORTS TO THE BOARD OF DIRECTORS REGARDING THE REVIEW, AND A COPY OF FORM 990 IS PROVIDED TO THE BOARD BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST DISCLOSURE POLICY REQUIRES ALL OFFICERS AND BOARD MEMBERS TO COMPLETE AN ANNUAL DISCLOSURE STATEMENT. IN ADDITION, SHOULD AN OFFICER OR BOARD MEMBER ASSUME NEW EXTERNAL INTERESTS THAT POTENTIALLY CONFLICT WITH HIS/HER ROLE WITH THE ORGANIZATION, SUCH INDIVIDUAL IS REQUIRED TO DISCLOSE IN WRITING THE NATURE OF SUCH EXTERNAL INTERESTS. THE DISCLOSURE STATEMENT IS PROVIDED TO THE ADMINISTRATOR FOR REVIEW. CONFLICTS ARE RESOLVED BY MAKING A REQUIRED DISCLOSURE, AND MAY RESULT IN RESTRICTING THE OFFICER OR BOARD MEMBER IN ANY RELATED ACTIVITY OR PROCESS AS DETERMINED APPROPRIATE TO THE CIRCUMSTANCES OF THE CONFLICT. FAILURE TO DISCLOSE A CONFLICT OF INTEREST IS IN VIOLATION OF THE ADOPTED POLICY AND CAN RESULT IN DISCIPLINARY ACTION OR REMOVAL. | |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION POLICY WAS DEVELOPED BY THE BOARD TO GOVERN COMPENSATION ARRANGEMENTS BETWEEN THE ORGANIZATION AND COVERED INDIVIDUALS, DEFINED AS THOSE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ORGANIZATION. THE COMPENSATION COMMITTEE CONSISTS OF AT LEAST THREE INDEPENDENT INDIVIDUALS APPOINTED BY THE BOARD, WHO THEMSELVES ARE MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE RECOMMENDS TO THE BOARD THE COMPENSATION FOR COVERED INDIVIDUALS BASED ON RELEVANT DATA INCLUDING COMPARABILITY COMPENSATION FOR SIMILARLY SITUATED ENTITIES AND INDEPENDENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS AS DEEMED NECESSARY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS; CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND TAX FILINGS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION ALSO FILES REPORTS WITH VARIOUS GOVERNMENTAL AGENCIES AS A REQUIREMENT FOR PARTICIPATION IN GOVERNMENT PROGRAMS, WHICH THE AGENCIES MAY MAKE AVAILABLE TO THE PUBLIC. THE ORGANIZATIONS FORM 990 IS AVAILABLE TO THE PUBLIC ON GUIDESTAR'S WEBSITE. | |
| PART VII, SECTION A | SR. TERESA KENNEDY, O. CARM. AS A MEMBER OF THE CARMELITE SISTERS FOR THE AGED AND INFIRM, INC. HAS TAKEN A VOW OF POVERTY. THE COMPENSATION ESTABLISHED FOR THE SISTER ON BEHALF OF SERVICES PROVIDED TO THE FACILITY FOR SR. TERESA KENNEDY, O. CARM. IS PAID DIRECTLY TO THE CARMELITE SISTERS FOR THE AGED AND INFIRM, INC. RATHER THAN TO THE INDIVIDUAL SISTER. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -91,460. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XI, LINE 2C | THE BOARD OF DIRECTORS HAS DESIGNATED A COMMITTEE TO MANAGE THE PROCESSES OF SELECTION AND OVERSIGHT OF THE AUDIT AND INDEPENDENT ACCOUNTANT. THE COMMITTEE MEETS WITH MANAGEMENT AND THE INDEPENDENT AUDITORS TO REVIEW THE ENGAGEMENT PROPOSAL; RESULTS OF THE AUDIT; DRAFT AUDIT REPORT; MANAGEMENT LETTER. THE COMMITTEE MAY MEET WITH THE INDEPENDENT AUDITORS IN EXECUTIVE SESSION BEFORE CONCLUDING ITS REVIEW AND ACCEPTANCE OF THE ANNUAL AUDIT REPORT. THE COMMITTEE REPORTS ITS FINDINGS AND MAKES ITS RECOMMENDATION TO THE BOARD OF DIRECTORS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARMELITE SISTERS FOR THE AGED AND INFIRM INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 WOODS ROAD | AddressLine1 |
| City | GERMANTOWN | City |
| State | NY | State |
| ZIP Code | 125265639 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141369151 | EIN |
| Primary Activities | LONG-TERM HEALTH MINISTRIES | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 9 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARMELITE SISTERS FOR THE AGED AND INFIRM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | J | TransactionType |
| Amount Involved | 42570 | AmountInvolved |