FOREFRONT LIVING HOSPICE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FOREFRONT LIVING HOSPICE (EIN 75-1094140)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201232289349302458
- 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 | 2012-08-15T11:59:46-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE E BERNSTIEN & ASSOC PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10440 N CENTRAL EXPRESSWAY STE 1040 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75231 | 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 | 751094140 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRACE PRESBYTERIAN MINISTRIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DAVID DIER | InCareOfName |
| Name Control | GRAC | NameControl |
| Phone | 2143761701 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 E ANN ARBOR AVE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75216 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark Havrilka | Name |
| Title | Vice President of Finance | Title |
| Date Signed | 2012-08-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE E BERNSTIEN | Name |
| Phone | 2147060840 | 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 | Godwin Dixon | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 Colwell BlvdSuite 225 | AddressLine1 |
| City | Irving | City |
| State | TX | State |
| ZIP Code | 75039 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28894234 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GRACEPRESBYTERIANVILLAGE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | provides independent and assisted living, as well as rehabilitation and nursing care. we also provide comprehensive and compassionate hospice services to the community. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 602 | TotalNbrEmployees |
| Total Nbr Volunteers | 130 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 844561 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1103045 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 28379611 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 28168129 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 236341 | InvestmentIncomePriorYear |
| Investment Income Current Year | 248226 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -94483 | OtherRevenuePriorYear |
| Other Revenue Current Year | -625166 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29366030 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28894234 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 967102 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1048918 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17305223 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17268385 | 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 | 11287158 | OtherExpensePriorYear |
| Other Expenses Current Year | 12572320 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 29559483 | TotalExpensesPriorYear |
| Total Expenses Current Year | 30889623 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -193453 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1995389 | RevenuesLessExpensesCY |
| Total Assets BOY | 38197164 | TotalAssetsBOY |
| Total Assets EOY | 46327448 | TotalAssetsEOY |
| Total Liabilities BOY | 6310499 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5762608 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 31886665 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40564840 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | GRACE PRESBYTERIAN VILLAGE IS A CONTINUING CARE RETIREMENT COMMUNITY FOUNDED IN 1962 AND LOCATED ON 27 BEAUTIFUL WOODED ACRES IN OAK CLIFF. WE ARE A MEMBER OF DALLAS-BASED PRESBYTERIAN COMMUNITIES AND SERVICES, A NOT-FOR-PROFIT ORGANIZATION, AND WE PLEDGE TO ENRICH THE LIVES OF THOSE WE SERVE BY PROVIDING EXCEPTIONAL CARE AND SERVICES IN A FAITH-BASED CULTURE. OUR WIDE RANGE OF SERVICES INCLUDES RESIDENTIAL LIVING, ASSISTED LIVING, SKILLED NURSING AND REHABILITATION, OUTPATIENT THERAPY, AND ALZHEIMER'S AND DEMENTIA CARE. OUR PROGRAMS AND SERVICES ARE AVAILABLE TO PERSONS WITHOUT REGARD TO RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, OR DISABILITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 10492202 | Expense |
| Grants | 838652 | Grants |
| Revenue | 12786103 | Revenue |
| Description | PROVIDED SKILLED NURSING AND ALZHEIMER'S AND DEMENTIA CARE TO OUR COMMUNITY RESIDENTS, INCLUDING MEDICARE AND MEDICAID PATIENTS. WE SERVED 595 UNDUPLICATED PATIENTS IN 2011 . | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1692958 | Expense |
| Grants | 842 | Grants |
| Revenue | 2617324 | Revenue |
| Description | WE PROVIDED ASSISTED LIVING SERVICES TO 76 UNDUPLICATED RESIDENTS IN 2011. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7509388 | Expense |
| Grants | 195071 | Grants |
| Revenue | 8754112 | Revenue |
| Description | PROVIDED HOSPICE SERVICES THROUGH FAITH PRESBYTERIAN HOSPICE TO THE DALLAS METROPLEX TO 1103 UNDUPLICATED HOSPICE PATIENTS IN 2011. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription | GrantsGrants |
|---|---|---|---|
| 2883017 | 1615836 | provide rehabilitation and | |
| outpatient therapy | |||
| 1107296 | 2394753 | retirement and other related svcs | 14353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3990313 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 14353 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 4010589 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 23684861 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 193 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 602 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID DIER | NamePerson |
| Telephone Number | 2144131554 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 COLWELL BLVD SUITE 225 | AddressLine1 |
| City | Irving | City |
| State | TX | State |
| ZIP Code | 75039 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Howard M Chase FACHE | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Michael Wright | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Ron Gafford | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| Godwin Dixon | |||||||
| President/CEO | 10.0 | 0 | 351467 | 3125 | X | ||
| Teresa Whittington | |||||||
| V.P. of Quality & Development | 10.0 | 0 | 172239 | 12124 | X | ||
| Elizabeth Nicole Gann | |||||||
| V.P. of HR & IT | 10.0 | 0 | 175016 | 0 | X | ||
| Sabrina Porter | |||||||
| V.P. of Residential/Community | 30.0 | 0 | 149014 | 10874 | X | ||
| Brenda Terry | |||||||
| V.P of Operation | 10.0 | 0 | 146520 | 4366 | X | ||
| Mark Havrilka | |||||||
| V.P. of Finance | 10.0 | 0 | 163944 | 14374 | X | ||
| Ann McKinley | |||||||
| V.P. of Marketing | 10.0 | 0 | 110855 | 6108 | X | ||
| Cynthia Douglas | |||||||
| Executive Director of Hospice | 40.0 | 139933 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 139933 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1269055 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 50971 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Salus Soulutions LLC | |||||
| 7330 Fern Ave Suite 502 | SHREVEPORT | LA | 71105 | contract labor | 875768 |
| ENTERPRISE STAFFING | |||||
| P O Box 270568 | HOUSTON | TX | 771770568 | contract labor | 421288 |
| Olicon Inc | |||||
| 1801 Royal Lane suite 700 | DALLAS | TX | 752293168 | construction cntr | 152943 |
| Lake Forest Village | |||||
| 3901 Montecito Dr | DENTON | TX | 76210 | hospice r&b | 125330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Related Organizations | 1103045 | RelatedOrganizations |
| Total Contributions | 1103045 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NURSING SERVICES | 900099 | 12786104 | 12786104 |
| ASSISTED LIVING SERVICES | 900099 | 2617324 | 2617324 |
| FAITH HOSPICE REVENUE | 900099 | 8754112 | 8754112 |
| REHABILITATION AND THERAPY | 900099 | 1615836 | 1615836 |
| RETIREMENT AND OTHER RELATED SERVICES | 900099 | 2394753 | 2394753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 28168129 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 248226 | TotalRevenueColumn |
| Exclusion | $248,226 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TRANSFER TO PC&S FDTN | 900099 | -557636 | -557636 |
| ELECTRICITY EXPENSES | 900099 | -5168 | -5168 |
| PROPERTY TAXES | 900099 | -65020 | -65020 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2658 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2658 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -625166 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28894234 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27542963 | RelatedOrExemptFunctionIncome |
| Exclusion | $248,226 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1048918 | Total |
| Program Services | 1048918 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139933 | Total |
| Management And General | 139933 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14268917 | Total |
| Program Services | 12815935 | ProgramServices |
| Management And General | 1452982 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57691 | Total |
| Program Services | 63445 | ProgramServices |
| Management And General | -5754 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1740111 | Total |
| Program Services | 1525159 | ProgramServices |
| Management And General | 214952 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1061733 | Total |
| Program Services | 955993 | ProgramServices |
| Management And General | 105740 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2250439 | Total |
| Management And General | 2250439 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29949 | Total |
| Management And General | 29949 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44289 | Total |
| Management And General | 44289 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126484 | Total |
| Program Services | 112415 | ProgramServices |
| Management And General | 14069 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60735 | Total |
| Management And General | 60735 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53141 | Total |
| Program Services | 19740 | ProgramServices |
| Management And General | 33401 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260213 | Total |
| Program Services | 69477 | ProgramServices |
| Management And General | 190736 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 907017 | Total |
| Program Services | 888204 | ProgramServices |
| Management And General | 18813 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330669 | Total |
| Program Services | 300410 | ProgramServices |
| Management And General | 30259 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91469 | Total |
| Management And General | 91469 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1510775 | Total |
| Management And General | 1510775 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195633 | Total |
| Program Services | 195633 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES | 3216632 | 3127359 | 89273 |
| CONTRACT LABOR | 1772204 | 1772204 | |
| OUTSIDE SERVICES | 562262 | 245172 | 317090 |
| BAD DEBT | 494818 | 11121 | 483697 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 665591 | Total |
| Program Services | 533676 | ProgramServices |
| Management And General | 131915 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30889623 | Total |
| Program Services | 23684861 | ProgramServices |
| Management And General | 7204762 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35961 | BOY |
| EOY | 30070 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146876 | BOY |
| EOY | 147517 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3227809 | BOY |
| EOY | 2959437 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13991 | BOY |
| EOY | 19113 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87739 | BOY |
| EOY | 127461 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 36940515 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14613893 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23030803 | BOY |
| EOY | 22326622 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230173 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11423812 | BOY |
| EOY | 20717228 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38197164 | BOY |
| EOY | 46327448 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2733221 | BOY |
| EOY | 2609907 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3318750 | BOY |
| EOY | 2902422 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258528 | BOY |
| EOY | 250279 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6310499 | BOY |
| EOY | 5762608 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19177659 | BOY |
| EOY | 18672632 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12345002 | BOY |
| EOY | 21528204 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 364004 | BOY |
| EOY | 364004 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31886665 | BOY |
| EOY | 40564840 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38197164 | BOY |
| EOY | 46327448 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1995389 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 10673564 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22228754 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2579025 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 768933 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1079034 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1103045 | CurrentTaxYear |
| Total | 27758791 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22417755 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24418494 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26051787 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28050655 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28168129 | CurrentTaxYear |
| Total | 129106820 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44646509 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26997519 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26820720 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29129689 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29271174 | CurrentTaxYear |
| Total | 156865611 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 156865611 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 287374 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 235280 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 214172 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 236341 | CurrentTaxYearMinus1Year |
| Current Tax Year | 248226 | CurrentTaxYear |
| Total | 1221393 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 287374 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 235280 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 214172 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 236341 | CurrentTaxYearMinus1Year |
| Current Tax Year | 248226 | CurrentTaxYear |
| Total | 1221393 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | -625166 | CurrentTaxYear |
| Total | -625166 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44933883 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27232799 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27034892 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29366030 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28894234 | CurrentTaxYear |
| Total | 157461838 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99621 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99326 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00776 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00673 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8387043 | OtherCostOrOtherBasis |
| Book Value | 8387043 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22836701 | OtherCostOrOtherBasis |
| Depreciation | 10899792 | Depreciation |
| Book Value | 11936910 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 92971 | OtherCostOrOtherBasis |
| Depreciation | 7948 | Depreciation |
| Book Value | 85023 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2752318 | OtherCostOrOtherBasis |
| Depreciation | 2028503 | Depreciation |
| Book Value | 723815 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2871482 | OtherCostOrOtherBasis |
| Depreciation | 1677650 | Depreciation |
| Book Value | 1193832 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22326623 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM RELATED PARTIES | 7477509 |
| SECURITY DEPOSIT | 3076 |
| OTHER RECEIVABLES | 29282 |
| INTEREST IN PC&S FDTN | 13207361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 20717228 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SECURITY DEPOSITS | $142,350 |
| DEFERRED TENANT REVENUE | $102,917 |
| INTEREST PAYABLE | $5,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 250279 | TotalOfAmounts |
| Total Revenue | 28894234 | TotalRevenue |
| Total Expenses | 30889623 | TotalExpenses |
| Excess Or Deficit For Year | -1995389 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -44429 | NetUnrealizedGLOnInvestments |
| Other | $10,717,993 | OtherAmount |
| Total Adjustments | 10673564 | TotalAdjustments |
| Excess Or Deficit Per FS | 8678175 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 38518880 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -44429 | NetUnrealizedGainsInvestments |
| Other Revenues | 10717993 | OtherRevenues |
| Revenue Not Rptd F990 | 10673564 | RevenueNotRptdF990 |
| Revenue Subtotal | 27845316 | RevenueSubtotal |
| Other Revenues Not Included | 1048918 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1048918 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 28894234 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 29840705 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 29840705 | ExpensesSubtotal |
| Other Expenses Not Included | 1048918 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1048918 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 30889623 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| reconciliation | SCHEDULE D, PART XI, LINE 8: | -change in valuation of benificial interest in assets held by others: $ 98,274 -net assets transfered from related organization: $10,619,718 |
| reconciliation | SCHEDULE D, PART XII, LINE 2D: | -change in valuation of benificial interest in assets held by others: $ 98,274 -net assets transfered from related organization: $10,619,718 |
| reconciliation | SCHEDULE D, PART XII, LINE 4B: | -grants and other assistance to individuals in the us: $ 1,048,918 |
| reconciliation | SCHEDULE D, PART XIII, LINE 4B: | -grants and other assistance to individuals in the us: $ 1,048,918 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | supplemental assistance | TypeOfGrant |
| Number Of Recipients | 85 | NumberOfRecipients |
| Amount Of Cash Grant | 1048918 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | records maintenance | Identifier |
| Return Reference | Schedule I, Part I, Line 2: | ReturnReference |
| Explanation | THE ORGANIZATION PROVIDES ASSISTANCE TO THE RESIDENTS OF ITS CCRC CAMPUS WHO REACH A FINANCIAL HARDSHIP AND ARE UNABLE TO PAY A PORTION OF THEIR MONTHLY FEES. AN APPLICATION FOR ASSISTANCE IS COMPLETED AND SUBMITTED TO THE EXECUTIVE DIRECTOR AND COMMITTEE FOR REVIEW AND APPROVAL PRIOR TO PROVIDING ASSISTANCE. THE RESIDENT'S FINANCIAL CIRCUMSTANCES ARE PERIODICALLY REVIEWED TO DETERMINE IF THE RESIDENT STILL QUALIFIES FOR ASSISTANCE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Godwin Dixon | |||||||||||||
| 0 | 282260 | 0 | 54880 | 0 | 14327 | 0 | 0 | 0 | 3125 | 0 | 354592 | 0 | 0 |
| Teresa Whittington | |||||||||||||
| 0 | 152876 | 0 | 14363 | 0 | 5000 | 0 | 0 | 0 | 12124 | 0 | 184363 | 0 | 0 |
| Elizabeth Nicole Gann | |||||||||||||
| 0 | 148195 | 0 | 21821 | 0 | 5000 | 0 | 0 | 0 | 0 | 0 | 175016 | 0 | 0 |
| Sabrina Porter | |||||||||||||
| 0 | 128175 | 0 | 15839 | 0 | 5000 | 0 | 0 | 0 | 10874 | 0 | 159888 | 0 | 0 |
| Brenda Terry | |||||||||||||
| 0 | 130634 | 0 | 10886 | 0 | 5000 | 0 | 0 | 0 | 4366 | 0 | 150886 | 0 | 0 |
| Mark Havrilka | |||||||||||||
| 0 | 136715 | 0 | 22229 | 0 | 5000 | 0 | 0 | 0 | 14374 | 0 | 178318 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (16 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| The organization delegates control over management duties | Form 990, Part VI, Line 3: | On 5/1/2008, Presbyterian Communiites & Services was formed to provide management and shared services to grace Presbyterian ministries and other affiliated organizations. |
| Local Chapters, Branches or affliates of the organization | Form 990, Part VI, Line 10: | Presbyterian Communities & Services, Faith Presbyterian Providers, Inc., Presbyterian Village North, Presbyterian Communities & Services Foundation |
| The process for organization to review form 990 | Form 990, Part VI, Line 11b: | THE 990 IS RECEIVED BY MANAGEMENT TO REVIEW AND CORRECT PRIOR TO SUBMITTING TO THE FINANCE COMMITTEE OF THE BOARD FOR REVIEW. MANAGEMENT MEETS WITH THE FINANCE COMMITTEE, ALONG WITH THE OUTSIDE PREPARER, TO DISCUSS THE 990 RETURN AND RECOMMEND CHANGES, IF ANY. AFTER THE 990 HAS BEEN FINALIZED AND APPROVED BY THE FINANCE COMMITTEE, IT IS SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO SENDING TO THE IRS. |
| DESCRIBE THE PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | Form 990, Part VI, Line 12c: | WE HAVE A COMPLIANCE OFFICER (CO) WHO REVIEWS ALL TRANSACTIONS OF THE ORGANIZATION THAT MAY RESULT IN A CONFLICT OF INTEREST. THE CO DETERMINES IF THE TRANSACTION WOULD RESULT IN UNDUE INFLUENCE AS A RESULT OF THE RELATIONSHIP AND NOT BE PURSUED. THE CO REPORTS ALL CONFLICTS OF INTEREST TO THE BOARD OF DIRECTORS. |
| The process for determining the compensation | form 990, part vi, line 15b: | THE BOARD HAS A COMPENSATION COMMITTEE THAT REVIEWS THE CURRENT COMPENSATION COMPARED TO LIKE ENTITIES AND MAKES RECOMMENDATIONS TO THE BOARD FOR CHANGES IN COMPENSATION. THE BOARD ALSO USES AN OUTSIDE CONSULTANT TO REVIEW COMPENSATION, INDEPENDENT OF THE COMPENSATION COMMITTEE. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | form 990, PART VI, LINE 19: | These documents are available at the site, based on written request. |
| other changes in net assets | form 990, part xi, line 5: | -change in valuation of benificial interest in assets hold by others:$98,274; -net assets transfered from related organization: $10,619,718. -unrealized loss on investment: -$44,429. |
| Material differences in voting rights among members of the governing body | form 990, part vi, line 1a: | Broad Authority is delegated to the PC&S Board of Trustees. |
| Decisions of the governing body reserved to approval by members | form 990, part vi, line 7b: | Broad Authority is delegated to the PC&S Board of Trustees for most decisions. |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Godwin Dixon TITLE:President/CEO HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Teresa Whittington TITLE:V.P. of Quality & Development HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Elizabeth Nicole Gann TITLE:V.P. of HR & IT HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Sabrina Porter TITLE:V.P. of Residential/Community HOURS:10 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Brenda Terry TITLE:V.P of Operation HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Mark Havrilka TITLE:V.P. of Finance HOURS:30 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Ann McKinley TITLE:V.P. of Marketing HOURS:30 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| presbyterian communities and svcs fdtn | |||||||||||
| 6100 Colwell BoulevardSte 225 | Irving | TX | 75039 | 751910084 | fdtn for affi | TX | 501(c)(3) | 7 | (2) | false | |
| presbyterian communities and services | |||||||||||
| 6100 Colwell BoulevardSte 225 | irving | TX | 75039 | 261459224 | SHD SVcs/MGMT | TX | 501(c)(3) | 11 | false | N/A | |
| presbyterian village north | |||||||||||
| 8600 skyline | dallas | TX | 75243 | 510190369 | CCRC | TX | 501(c)(3) | 9 | (2) | false | |
| Faith Presbyterian Providers Inc | |||||||||||
| 4350 Sigma Rd Suite 400 | dallas | TX | 75244 | 383800779 | pall/hos svcs | TX | 501(c)(4) | (2) | false | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| presbyterian communities & services fdtn | ||
| 1c | 1103045 | fmv |
| presbyterian communities & services fdtn | ||
| 1d | 2200000 | fmv |
| presbyterian communities & services | ||
| 1o | 2250439 | fmv |
Comments