PRESBYTERIAN HOME OF MARYLAND INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PRESBYTERIAN HOME OF MARYLAND INC (EIN 52-0607932)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-10
- IRS object ID
- 201232239349301553
- 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 C
- Schedule D
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-10T14:48:37-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N TRYON STREET SUITE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28246 | 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 | 520607932 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESBYTERIAN HOME OF MARYLAND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PRES | NameControl |
| Phone | 4108234622 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 GEORGIA COURT | AddressLine1 |
| City | TOWNSON | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIK STULLER | Name |
| Title | CFO | Title |
| Phone | 4108234622 | Phone |
| Date Signed | 2012-07-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY W JOHNS | Name |
| PTIN | P00535091 | PTIN |
| Phone | 7049985200 | 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 | SUSAN F SHEA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 GEORGIA COURT | AddressLine1 |
| City | TOWNSON | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13478351 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PRESBYTERIANHOMEOFMD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1883 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | THE PRESBYTERIAN HOME OF MARYLAND, INC., PROVIDES RETIREMENT LIVING AND HEALTH CARE SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 104 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 103088 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 87097 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4107634 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4102331 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2279048 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1909499 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -2831693 | OtherRevenuePriorYear |
| Other Revenue Current Year | -603357 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3658077 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5495570 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4437 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8494 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3835746 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4227469 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1180 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2343048 | OtherExpensePriorYear |
| Other Expenses Current Year | 2359799 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6183231 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6595762 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2525154 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1100192 | RevenuesLessExpensesCY |
| Total Assets BOY | 45852199 | TotalAssetsBOY |
| Total Assets EOY | 42211053 | TotalAssetsEOY |
| Total Liabilities BOY | 9559609 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8317771 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 36292590 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 33893282 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE PRESBYTERIAN HOME OF MARYLAND, INC., IS A NONPROFIT 501(C)3 ORGANIZATION LOCATED IN TOWSON, MARYLAND. THE HOME PROVIDES RETIREMENT LIVING AND HEALTH CARE THROUGH THE CONTINUUM OF LIFE DEDICATED TO SUPERB SERVICE WITH THE VALUES OF DIGNITY, TRUST AND INDEPENDENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4563332 | Expense |
| Grants | 8494 | Grants |
| Revenue | 4119895 | Revenue |
| Description | PRESBYTERIAN HOME IS A CONTINUING CARE RETIREMENT COMMUNITY LICENSED FOR 78 ASSISTED LIVING UNITS AND 22 COMPREHENSIVE CARE UNITS WHICH PROVIDED SUPERIOR QUALITY CARE FOR 101 RESIDENTS DURING 2011 BY PROVIDING THE FOLLOWING PROGRAM SERVICES:HISTORYON JANUARY 24, 1884, THE PRESBYTERIAN HOME OF BALTIMORE, AS IT WAS THEN KNOWN, FIRST OPENED ITS DOORS ON CALVERT STREET IN DOWNTOWN BALTIMORE. IN 1920 THE NAME OF THE RESIDENCE WAS CHANGED TO THE PRESBYTERIAN HOME OF MARYLAND, AND IN 1929 THE HOME MOVED TO ITS CURRENT LOCATION, THE OFFUTT ESTATE, A LARGE AND GRACIOUS HOME IN TOWSON, MARYLAND. SEE CONTINUATION ON SCHEDULE O.OVER THE COURSE OF TIME NUMEROUS CHANGES HAVE BEEN MADE TO THE ORIGINAL DWELLING. THE CONSTRUCTION OF ADDITIONAL WINGS HAS ALLOWED THE HOME TO EXPAND ITS POPULATION, AND THE ADDITION OF A WELLNESS AREA, INCLUDING AN ACTIVITY CENTER AND PHYSICIAN'S SUITE, HAS ALLOWED US TO PROVIDE UP-TO-DATE ACCOMMODATIONS AND SERVICES WITHIN THE HOME'S GRACIOUS ENVIRONMENT. TODAY THE HOME SITS AMIDST MATURE TREES, FLOWERING SHRUBS AND BEAUTIFULLY LANDSCAPED GROUNDS. A WALKING PATH WITH CONVENIENTLY PLACED BENCHES MEANDERS BESIDE A LOW STONE WALL ON THE EDGE OF THE PROPERTY, AND SITTING PORCHES GRACE THE FACADE OF THE BUILDING. RESIDENTS ENJOY BOTH THE CHARMING OUTDOOR SURROUNDINGS AND THE MANY WELCOMING AND COMFORTABLE AREAS WITHIN THE BUILDING ITSELF. IN ADDITION, THE SURROUNDING NEIGHBORHOOD OFFERS A VAST ARRAY OF SOCIAL, CULTURAL, EDUCATIONAL AND RECREATIONAL OPPORTUNITIES TO KEEP EVEN THE MOST ACTIVE RESIDENTS BUSY. OVER THE YEARS THE PRESBYTERIAN HOME HAS GROWN FROM AN INSTITUTION SERVING THE NEEDS OF CHURCH MEMBERS TO A COMMUNITY THAT WELCOMES RESIDENTS OF ALL FAITHS AND DENOMINATIONS. THE PRESBYTERIAN HOME OF MARYLAND REMAINS TRUE TO ITS MISSION OF PROVIDING SUPERIOR QUALITY SERVICES IN A CARING AND RESPECTFUL MANNER, ENCOURAGING EACH RESIDENT TO ENJOY HIS/HER LIFE TO THE FULLEST EXTENT POSSIBLE.SERVICESTHE PRESBYTERIAN HOME OFFERS ITS RESIDENTS A VAST ARRAY OF SERVICES DESIGNED TO PROVIDE THE FINEST QUALITY OF CARE AS WELL AS THE FINEST QUALITY OF LIFE POSSIBLE. THESE SERVICES INCLUDE NURSING, MEDICAL CARE, ENVIRONMENTAL, DIETARY AND ACTIVITIES. IN ADDITION, ALL SERVICE PROVIDERS ADHERE TO OUR POLICY OF RESPECT FOR THE DIGNITY OF EACH RESIDENT. NURSING SERVICES THE HOME HAS BUILT A PROMINENT REPUTATION FOR PROVIDING SUPERB NURSING SERVICES AND FOR PROVIDING ONE OF THE HIGHEST STAFF TO RESIDENT RATIOS. UNDER THE DIRECTION OF THE DIRECTOR OF NURSING, THE HOME HAS LICENSED STAFF ON SITE 24 HOURS A DAY, 7 DAYS A WEEK. OUR NURSING STAFF IS OFFERED REGULAR CLINICAL TRAINING THROUGH IN HOUSE IN-SERVICES AND THROUGH OUTSIDE QUALIFIED PROFESSIONALS. THIS ENSURES OUR NURSING PERSONNEL ARE KEPT INFORMED OF THE LATEST IN THE FIELD OF GERIATRIC CARE AND TREATMENT. MEDICAL SERVICESTHE HOME HAS A MEDICAL DIRECTOR AND AN ASSISTANT MEDICAL DIRECTOR OF MEDICAL CARE. THESE PHYSICIANS ARE AVAILABLE ON SITE WEEKLY AND ARE AVAILABLE AS THE NEEDS OF OUR RESIDENTS ARISE. THE MEDICAL DIRECTOR PROVIDES SUPERVISION AND DIRECTION TO OUR NURSING SERVICES DEPARTMENT.RESIDENTS ARE FREE TO CHOOSE THEIR OWN PHYSICIANS, AND REFERRALS ARE MADE TO SPECIALISTS WHENEVER NECESSARY.SPECIALIZED CARE IS PROVIDED AT THE HOME ON A REGULAR BASIS BY THE FOLLOWING:PODIATRY DENTISTRYSPEECH THERAPY PHYSICAL THERAPYPHARMACY OCCUPATIONAL THERAPYGERIATRIC PSYCHIATRY EXERCISE/FITNESS PROGRAMSTWO OF MARYLAND'S FINEST HOSPITALS, GREATER BALTIMORE MEDICAL CENTER AND ST. JOSEPH'S HOSPITAL, ARE LESS THAN A 5 MINUTE RIDE FROM THE HOME.ENVIRONMENTAL SERVICES MAKING SURE THE HOME IS NEAT AND CLEAN IS JUST ONE FUNCTION OF THIS IMPORTANT DEPARTMENT'S ROLE TO THE OVERALL HARMONY OF THE HOME. SERVICES INCLUDE PERSONAL LAUNDRY, FACILITY LINEN, TRASH REMOVAL AND MAINTENANCE. THE PRESBYTERIAN HOME OF MARYLAND IS THE PROUD RECIPIENT OF THE 2006 DIAMOND AWARD FOR OUTSTANDING PERFORMANCE IN ENVIRONMENTAL CONTROL BY THE BALTIMORE COUNTY HEALTH DEPARTMENT.DIETARY SERVICESPROPER NUTRITION AS WELL AS A PLEASING PRESENTATION PLAYS AN IMPORTANT ROLE IN THE GOOD HEALTH OF ALL SENIORS. UNDER THE SUPERVISION OF OUR FOOD SERVICE MANAGER, ALL THREE MEALS ARE CAREFULLY PREPARED BY OUR DIETARY TEAM. TWO REGISTERED DIETITIANS ALSO PROVIDE CONSULTATION AND SUPPORT TO OUR FOOD SERVICE DEPARTMENT. MEALS ARE SERVED IN TWO ATTRACTIVE DINING ROOMS WHERE RESIDENTS CAN ENJOY SMALL GROUPS OF FRIENDS. RESIDENTS HAVE THEIR CHOICE OF ENTREE AT THE DINNER MEAL, AND THE HOME ALWAYS HAS A SUBSTITUTE ENTREE AVAILABLE. FOR THOSE RESIDENTS WHO CHOOSE NOT TO ATTEND THE MAIN DINING ROOM FOR THE BREAKFAST MEAL, THEY CAN ENJOY A CONTINENTAL BREAKFAST INCLUDING JUICES, CEREAL AND FRESH FRUITS. THE CONTINENTAL BREAKFAST IS CONVENIENTLY LOCATED EACH MORNING IN OUR SPACIOUS KITCHENETTES LOCATED ON EACH WING OF THE HOME.ACTIVITIESTHE PRESBYTERIAN HOME OF MARYLAND OFFERS MANY VARIED ACTIVITIES ON A DAILY BASIS TO MEET THE NEEDS OF ALL OF OUR RESIDENTS. MANY OF OUR RESIDENTS CHOOSE TO ENGAGE IN MORE INDEPENDENT ACTIVITIES SUCH AS READING, SOCIALIZING WITH FRIENDS OR ATTENDING THE LOCAL SENIOR CENTER LOCATED ONLY A FEW BLOCKS FROM OUR FACILITY. OTHERS CHOOSE TO FILL THEIR DAYS WITH AN ASSORTMENT OF ACTIVITIES INCLUDING COLLEGE CLASSES, CRAFTS AND ENTERTAINMENT. WE OFFER SEVERAL WEEKLY SOCIALS INCLUDING OUR VERY POPULAR WINE & CHEESE SOCIAL AND ICE CREAM SOCIAL.ALL ACTIVITIES ARE PLANNED, IMPLEMENTED AND SUPERVISED BY OUR CERTIFIED RECREATION THERAPIST.THE PRESBYTERIAN HOME OF MARYLAND HOSTS SEVERAL EVENTS THROUGHOUT THE YEAR FOR RESIDENTS, VOLUNTEERS, FAMILIES AND STAFF. THESE SPECIAL EVENTS OFFER A CHANCE FOR RESIDENTS AND GUESTS TO GATHER FOR SOCIALIZATION AND TO TAKE PART IN PARTIES, FUNDRAISERS AND SPECIAL OCCASIONS. SOME OF THE EVENTS HOSTED EACH YEAR INCLUDE THE ANNUAL RESIDENT SHRIMP FEAST, THE ANNUAL CRAB FEAST AND OUR FRIENDS & FAMILY SUPPER. | Description |
| Total Program Service Expense | 4563332 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 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 | 1 | 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 | 39 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 104 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIK STULLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4108234622 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 GEORGIA COURT | AddressLine1 |
| City | TOWNSON | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
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 | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| LOUISA LESLIE | |||||||
| CHAIRMAN OF THE BOARD | 0.20 | X | X | 0 | 0 | 0 | |
| J THOMAS HYDE | |||||||
| VICE CHAIRMAN | 0.20 | X | X | 0 | 0 | 0 | |
| BETTY PEARCE | |||||||
| SECRETARY | 0.20 | X | X | 0 | 0 | 0 | |
| KAREN HOFFMAN | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| JOE SLOVAK | |||||||
| ASSISTANT TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| SUSAN F SHEA | |||||||
| PRESIDENT & CEO | 40.00 | X | X | 177701 | 0 | 12947 | |
| ERIK STULLER | |||||||
| CFO | 40.00 | X | X | 152630 | 0 | 7338 | |
| KENNETH GREENE | |||||||
| MEDICAL DIRECTOR/BOARD MEM | 8.00 | X | 32321 | 0 | 0 | ||
| SHAWN PYLE | |||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | ||
| JOSEPH SNEE JR | |||||||
| BOARD MEMBER | 1.00 | X | 52634 | 0 | 0 | ||
| JACOB GOLDSTEIN | |||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | ||
| RIC BRYANT | |||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | ||
| JON H LIVEZEY | |||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | ||
| DIANE SMITH | |||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | ||
| LOIS BARBER | |||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | ||
| CAROL LIENHARD | |||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | ||
| THELMA TAYLOR | |||||||
| DIRECTOR OF NURSING | 40.00 | 104572 | 0 | 4214 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 519858 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 24499 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THW DESIGN | |||||
| 2100 RIVEREDGE PKWY STE 900 | ATLANTA | GA | 30328 | ARCHITECTURAL DESIGN FOR PLANNED CCRC CO | 477746 |
| MORRIS RITCHIE ASSOCIATES INC | |||||
| 3445 A BOX HILL CORP CTR DR | ABINGDON | MD | 21009 | CIVIL ENGINEERING AND LAND PLANNING FOR | 143115 |
| BROWN ADVISORY | |||||
| 901 SOUTH BOND STREET SUITE 400 | BALTIMORE | MD | 21231 | INVESTMENT MANAGEMENT | 109981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 87097 | AllOtherContributions |
| Noncash Contributions | 2754 | NoncashContributions |
| Total Contributions | 87097 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MONTHLY FEES | 623000 | 4061439 | 4061439 |
| OTHER RESIDENT FEES | 623000 | 24255 | 24255 |
| ADMISSION FEES | 623000 | 16637 | 16637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4102331 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 772091 | TotalRevenueColumn |
| Exclusion | $772,091 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 19788 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 19788 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19788 | TotalRevenueColumn |
| Exclusion | $19,788 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9120189 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7960881 | Securities |
| Other | 21900 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1159308 | Securities |
| Other | -21900 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1137408 | TotalRevenueColumn |
| Exclusion | $1,137,408 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DISCONTINUED PROJECT | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -640709 | TotalRevenueColumn |
| Exclusion | -$640,709 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17564 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17564 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -623145 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5495570 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4119895 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,288,578 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8494 | Total |
| Program Services | 8494 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 506415 | Total |
| Program Services | 175242 | ProgramServices |
| Management And General | 331173 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2964941 | Total |
| Program Services | 2238534 | ProgramServices |
| Management And General | 726116 | ManagementAndGeneral |
| Fundraising | 291 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106491 | Total |
| Program Services | 81086 | ProgramServices |
| Management And General | 25376 | ManagementAndGeneral |
| Fundraising | 29 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 368653 | Total |
| Program Services | 298492 | ProgramServices |
| Management And General | 70133 | ManagementAndGeneral |
| Fundraising | 28 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280969 | Total |
| Program Services | 206691 | ProgramServices |
| Management And General | 74256 | ManagementAndGeneral |
| Fundraising | 22 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12951 | Total |
| Management And General | 12951 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45325 | Total |
| Management And General | 45325 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152789 | Total |
| Management And General | 152789 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135678 | Total |
| Program Services | 18042 | ProgramServices |
| Management And General | 117636 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116353 | Total |
| Management And General | 116353 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132937 | Total |
| Program Services | 37128 | ProgramServices |
| Management And General | 95809 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20959 | Total |
| Program Services | 2023 | ProgramServices |
| Management And General | 18936 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316764 | Total |
| Management And General | 316764 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26760 | Total |
| Program Services | 5607 | ProgramServices |
| Management And General | 21153 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31242 | Total |
| Program Services | 3901 | ProgramServices |
| Management And General | 27341 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130595 | Total |
| Management And General | 130595 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 391109 | Total |
| Management And General | 391109 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119352 | Total |
| Program Services | 54743 | ProgramServices |
| Management And General | 64608 | ManagementAndGeneral |
| Fundraising | 1 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD & DINING | 316465 | 316465 | ||
| MEDICAL & HOSPITAL | 250125 | 250125 | ||
| RESIDENT ACTIVITIES | 56295 | 56295 | ||
| INDIRECT ALLOCATIONS | 1 | 765103 | -765795 | 693 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104099 | Total |
| Program Services | 45361 | ProgramServices |
| Management And General | 58622 | ManagementAndGeneral |
| Fundraising | 116 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6595762 | Total |
| Program Services | 4563332 | ProgramServices |
| Management And General | 2031250 | ManagementAndGeneral |
| Fundraising | 1180 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1092 | BOY |
| EOY | 544 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1287300 | BOY |
| EOY | 1602757 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62671 | BOY |
| EOY | 41147 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168264 | BOY |
| EOY | 130879 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11578943 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5970929 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5590268 | BOY |
| EOY | 5608014 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29294223 | BOY |
| EOY | 26172257 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9448381 | BOY |
| EOY | 8655455 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45852199 | BOY |
| EOY | 42211053 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 778929 | BOY |
| EOY | 619021 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82840 | BOY |
| EOY | 66203 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4777362 | BOY |
| EOY | 4208843 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3920478 | BOY |
| EOY | 3423704 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9559609 | BOY |
| EOY | 8317771 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34348045 | BOY |
| EOY | 32097429 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1051529 | BOY |
| EOY | 902837 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 893016 | BOY |
| EOY | 893016 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36292590 | BOY |
| EOY | 33893282 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45852199 | BOY |
| EOY | 42211053 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1100192 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1299116 | 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 | 146708 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 176368 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 68528 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 103088 | CurrentTaxYearMinus1Year |
| Current Tax Year | 87097 | CurrentTaxYear |
| Total | 581789 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3320029 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3644777 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3680875 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4121011 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4119895 | CurrentTaxYear |
| Total | 18886587 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3466737 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3821145 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3749403 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4224099 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4206992 | CurrentTaxYear |
| Total | 19468376 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 8156 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10520 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9361 | CurrentTaxYear |
| Total | 28037 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 435597 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 187933 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 648711 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 237322 | CurrentTaxYearMinus1Year |
| Current Tax Year | 823171 | CurrentTaxYear |
| Total | 2332734 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 435597 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 187933 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 656867 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 247842 | CurrentTaxYearMinus1Year |
| Current Tax Year | 832532 | CurrentTaxYear |
| Total | 2360771 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 17107605 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1408287 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1179811 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 903477 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 851148 | CurrentTaxYearMinus1Year |
| Current Tax Year | 791879 | CurrentTaxYear |
| Total | 5134602 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1408287 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1179811 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 903477 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 851148 | CurrentTaxYearMinus1Year |
| Current Tax Year | 791879 | CurrentTaxYear |
| Total | 5134602 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 999 | CurrentTaxYearMinus4Years |
| Total | 999 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4876023 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5000956 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4652880 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5075247 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4998871 | CurrentTaxYear |
| Total | 24603977 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.69530 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.63800 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.20870 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.27100 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 82 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 60371 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 60453 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4502879 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4563332 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 378167 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 94542 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 385194 | CurrentYearMinus3 |
| Current Year Minus2 | 351594 | CurrentYearMinus2 |
| Current Year Minus1 | 328219 | CurrentYearMinus1 |
| Current Year | 378167 | CurrentYear |
| Total | 1443174 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,164,761 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 98752 | CurrentYearMinus3 |
| Current Year Minus2 | 130041 | CurrentYearMinus2 |
| Current Year Minus1 | 19573 | CurrentYearMinus1 |
| Current Year | 60453 | CurrentYear |
| Total | 308819 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 96298 | CurrentYearMinus3 |
| Current Year Minus2 | 87910 | CurrentYearMinus2 |
| Current Year Minus1 | 82055 | CurrentYearMinus1 |
| Current Year | 94542 | CurrentYear |
| Total | 360805 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $541,208 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 31039 | CurrentYearMinus3 |
| Current Year Minus2 | 29361 | CurrentYearMinus2 |
| Current Year Minus1 | 817 | CurrentYearMinus1 |
| Current Year | 82 | CurrentYear |
| Total | 61299 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1399402 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -38323 | InvestmentEarningsOrLosses |
| Other Expenditures | 75000 | OtherExpenditures |
| Administrative Expenses | 5172 | AdministrativeExpenses |
| End Of Year Balance | 1280907 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1348422 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 133635 | InvestmentEarningsOrLosses |
| Other Expenditures | 75000 | OtherExpenditures |
| Administrative Expenses | 7655 | AdministrativeExpenses |
| End Of Year Balance | 1399402 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 675388 | BeginningOfYearBalance |
| Contributions | 217628 | Contributions |
| Investment Earnings Or Losses | 522999 | InvestmentEarningsOrLosses |
| Other Expenditures | 63051 | OtherExpenditures |
| Administrative Expenses | 4542 | AdministrativeExpenses |
| End Of Year Balance | 1348422 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 675388 | BeginningOfYearBalance |
| End Of Year Balance | 675388 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 66243 | OtherCostOrOtherBasis |
| Book Value | 66243 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7859879 | OtherCostOrOtherBasis |
| Depreciation | 5069028 | Depreciation |
| Book Value | 2790851 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1320515 | OtherCostOrOtherBasis |
| Depreciation | 901901 | Depreciation |
| Book Value | 418614 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2332306 | OtherCostOrOtherBasis |
| Book Value | 2332306 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5608014 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ACCRUED INVESTMENT INCOME | 105431 |
| LAND AVAILABLE FOR SALE | 7942310 |
| BENEFICIAL INTEREST IN REMAINDER TRUSTS | 166207 |
| ASSETS HELD IN CHARITABLE REMAINDER TRUST | 370742 |
| OTHER ASSETS | 70765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8655455 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE ENTRANCE FEE LIABITY | $406,000 |
| ACCRUED OBLIGATION TO PROVIDE FUTURE SERVICES | $2,990,000 |
| LIABILITY UNDER UNITRUST AGREEMENT | $27,704 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3423704 | TotalOfAmounts |
| Total Revenue | 5495570 | TotalRevenue |
| Total Expenses | 6595762 | TotalExpenses |
| Excess Or Deficit For Year | -1100192 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1056251 | NetUnrealizedGLOnInvestments |
| Other | -$242,865 | OtherAmount |
| Total Adjustments | -1299116 | TotalAdjustments |
| Excess Or Deficit Per FS | -2399308 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4196454 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1056251 | NetUnrealizedGainsInvestments |
| Other Revenues | -242865 | OtherRevenues |
| Revenue Not Rptd F990 | -1299116 | RevenueNotRptdF990 |
| Revenue Subtotal | 5495570 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5495570 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6595762 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6595762 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6595762 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO PROVIDE SUPPORT TO PROGRAMS OFFERED. THE MARYLAND UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) WAS ADOPTED DURING 2009. CONSEQUENTLY, SINCE 2009, ENDOWMENT ACTIVITY SUCH AS CONTRIBUTIONS, INVESTMENT EARNINGS OR LOSSES, OTHER FACILITY AND PROGRAM EXPENDITURES, AND ADMINISTRATIVE EXPENSES HAS BEEN TRACKED. CONVERSELY, FOR YEARS 2008 AND BEFORE, ONLY CERTAIN DATA RELATED TO THE CORPUS OF ENDOWMENTS WAS REQUIRED TO BE TRACKED AND DETAILED ENDOWMENT REPORTING IS LIMITED. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH THE INCOME TAX STANDARD. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2010 OR 2009. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN OBLIGATION TO PROVIDE FUTURE SERVICES -224,000. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -18,865. TOTAL TO SCHEDULE D, PART XI, LINE 8: -242,865. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN OBLIGATION TO PROVIDE FUTURE SERVICE -224,000. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -18,865. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN F SHEA | |||||||||||||
| 157498 | 0 | 909 | 0 | 19294 | 0 | 7228 | 0 | 5719 | 0 | 190648 | 0 | 0 | 0 |
| ERIK STULLER | |||||||||||||
| 142792 | 0 | 824 | 0 | 9014 | 0 | 6120 | 0 | 1218 | 0 | 159968 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| JOSEPH SNEE JR | |||
| BOARD MEMBER | 52634 | MR. SNEE IS A PARTNER IN THE LAW FIRM PROVIDING LEGAL SERVICES TO THE ORGANIZATION. | 0 |
| KENNETH GREENE MD | |||
| BOARD MEMBER | 32321 | DR. GREENE IS A BOARD MEMBER AND PROVIDES MEDICAL SERVICES TO THE ORGANIZATION. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOSHEPH SNEE, JR., BOARD MEMBER, HAS A BUSINESS RELATIONSHIP WITH SHAWN PYLE, BOARD MEMBER. JOSHEPH SNEE, JR., BOARD MEMBER, HAS A BUSINESS RELATIONSHIP WITH JACOB GOLDSTEIN, BOARD MEMBER. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MARYLAND LAW REQUIRES THAT A RESIDENT OF THE FACILITY, ELECTED BY THE RESIDENT POPULATION, SERVE AS A MEMBER OF THE BOARD. THE BOARD IS SELF PERPETUATING. ALL NEW MEMBERS HAVE THE SAME RIGHTS AS EXISTING BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS MAY REQUIRE THE APPROVAL OF THE MARYLAND DEPARTMENT OF AGING AS A MATTER OF LAW. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE CFO AND THE TREASURER. A COPY IS PROVIDED TO THE ENTIRE GOVERNING BODY PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATIONS MONITORS THIS ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE RECOMMENDS THE ANNUAL SALARY AMOUNT OF THE CEO AND CFO TO THE BOARD OF DIRECTORS. ANNUALLY PUBLISHED INDUSTRY COMPENSATION GUIDES ARE USED AS A GUIDE BY THE COMMITTEE. THE REVIEW TAKES PLACE ANNUALLY, AND THE INFORMATION IS PRESENTED BY THE COMMITTEE TO THE BOARD OF DIRECTORS IN DECEMBER FOR APPROVAL. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THE FOLLOWING AVAILABLE TO THE PUBLIC: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,056,251. CHANGE IN OBLIGATION TO PROVIDE FUTURE SERVICES -224,000. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -18,865. TOTAL TO FORM 990, PART XI, LINE 5: -1,299,116. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|
| MARYLAND HOME & SERVICES FOR THE AGING INC | |||||||||
| 400 EAST GEORGIA COURT | TOWSON | MD | 21204 | 352225877 | HOLDING COMPANY | MD | N/A | C | 1.00000 |
| MARYLAND HOME & SERVICES FOR THE AGING FOUNDATION | |||||||||
| 400 EAST GEORGIA COURT | TOWSON | MD | 21204 | 260079952 | SUPPORTING FOUNDATION | MD | N/A | C | 1.00000 |
| THE VILLAGE AT CARSINS RUN INC | |||||||||
| 400 EAST GEORGIA COURT | TOWSON | MD | 21204 | 364549749 | PLANNED CCRC | MD | N/A | C | 1.00000 |
| 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 | 1 | 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 | 1 | 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 | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
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