2012-10-05T16:57:12-05:00 2011-12-31 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD SUITE 60 METAIRIE LA 700054958 990 2011-01-01 721267672 LAMBETH HOUSE INC LAMB 5048651960 150 BROADWAY NEW ORLEANS LA 70118 SCOTT CRABTREE 5048651960 2012-10-02 1 AMY E WALTERS CPA CCIFP P01078383 5048355522 2011 2016-02-24 21:20:13Z SCOTT CRABTREE 150 BROADWAY NEW ORLEANS LA 70118 18290657 0 X WWW.LAMBETHHOUSE.COM X 1993 LA TO OWN A CONTINUING CARE RETIREMENT COMMUNITY FOR THE AGED IN NEW ORLEANS, LOUISIANA. 18 18 0 0 0 0 1065 1000751 7389163 7438820 708472 879900 36690 2803703 8135390 12123174 0 0 0 0 0 0 0 0 0 6779851 7384750 6779851 7384750 1355539 4738424 48661589 53340133 62262550 62508028 -13600961 -9167895 TO OWN A CONTINUING CARE RETIREMENT COMMUNITY FOR THE AGED IN NEW ORLEANS, LOUISIANA. 0 0 7144321 10242523 OWNS A RETIREMENT FACILITY WHICH PROVIDES HOUSING COMPRISED OF INDEPENDENT LIVING, ASSISTED LIVING, AND NURSING FACILITY UNITS, AND RELATED SERVICES TO 230 RESIDENTS INCLUDING INFORMATION PROGRAMS FOR THE ELDERLY. 7144321 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 LA X LYNN SWETLAND 5048651960 150 BROADWAY NEW ORLEANS LA 70118 J GREGORY WYRICK 0.30 X X 0 0 0 REV JAY ANGERER JR 0.30 X 0 0 0 MAGDALEN BLESSEY BICKFORD 0.30 X 0 0 0 HARDY B FOWLER 0.30 X X 0 0 0 ROSEMARIE COFFMAN 0.30 X 0 0 0 ALAN PHILIPSON 0.30 X X 0 0 0 REV DIANE ESTES 0.30 X 0 0 0 GEORGE YOUNG 0.30 X X 0 0 0 MAUREEN HUGULEY 0.30 X 0 0 0 MRS PEGGY LABORDE 0.30 X 0 0 0 MARK ADAMS 0.30 X 0 0 0 REV AJ HEINE 0.30 X 0 0 0 HERSCHEL L ABBOTT JR 0.30 X 0 0 0 JULIO FIGUEROA 0.30 X 0 0 0 RABBI EDWARD COHN 0.30 X 0 0 0 KATHY B EASTMAN 0.30 X 0 0 0 JANICE PARMELEE 0.30 X 0 0 0 CATHY POSEY 0.30 X 0 0 0 SCOTT CRABTREE 40.00 X 0 227068 15838 LYNN SWETLAND 40.00 X 0 99266 13045 PAULA REYNOLDS 40.00 X 0 45775 6652 JANICE J HALES 40.00 X 0 76994 3064 0 449103 38599 0 0 1 0 WAGGONNER & BALL 2200 PRYTANIA STREET NEW ORLEANS LA 70130 ARCHITECTURE AND CONSULTING 545699 COMPANION PROPERTY & CASUALTY PO BOX 6000 COLUMBIA SC 292606000 INSURANCE PROVIDER 124407 DIXON HUGHES GOODMAN LLP PO BOX 3049 ASHEVILLE NC 288023049 ACCOUNTING AND AUDITING SERVICES 120000 3 1000751 1000751 RESIDENT SERVICE FEES 900099 7438820 7438820 7438820 665951 665951 6381432 6167483 213949 213949 213949 SETTLEMENT INCOME 623000 2803703 2803703 2803703 12123174 10242523 0 879900 3107839 3107839 225879 225879 14550 14550 83379 83379 1948735 1948735 1724058 1724058 245317 245317 PAYING AGENT FEE 31595 31595 MISCELLANEOUS 3398 3398 7384750 7144321 240429 0 7250 7543 864706 558989 51398 122975 82753 28898 43512786 19963323 24204253 23549463 21679508 27339828 1771721 1732437 48661589 53340133 56649 49664 32589212 31706101 29616689 30752263 62262550 62508028 X -13600961 -9167895 -13600961 -9167895 48661589 53340133 X 4738424 -305358 X X 0 1 1 X 0 X 18538 52489 51052 1065 1000751 1123895 7455493 7482085 7407106 7389163 10242523 39976370 7474031 7534574 7458158 7390228 11243274 41100265 0 80772 53958 58379 43394 236503 80772 53958 58379 43394 236503 40863762 1187832 1020212 599703 550973 665951 4024671 1187832 1020212 599703 550973 665951 4024671 104560 3415 73691 36690 218356 8766423 8558201 8131552 7977891 11909225 45343292 0.90120 0.87270 0.08880 0.10300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63116 X 0 1137376 1137376 30997762 13359826 17637936 2177880 1264554 913326 8289977 5338943 2951034 909791 909791 23549463 ACCRUED INTEREST PAYABLE 1010367 DEPOSITS ON UNOCCUPIED UNITS 139600 DEFERRED REVENUE FROM ADVANCE FEES 29383853 DUE TO BSI 218443 30752263 12123174 7384750 4738424 -305358 -305358 4433066 11817816 -305358 -305358 12123174 0 12123174 7384750 0 7384750 0 7384750 PART III, LINE 4: WORKS OF ART ARE PUBLICLY DISPLAYED IN RESIDENT COMMON LIVING AREAS. THEY ENHANCE THE BEAUTY OF THE FACILITY, ARE ENJOYED BY THE RESIDENTS AND THEIR GUESTS, AND CONTRIBUTE TO THEIR QUALITY OF LIFE. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: IN 2009, THE COMPANY ADOPTED THE PROVISIONS OF THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TOPIC OF THE FASB ASC. THE COMPANY RECOGNIZES A THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE INTERPRETATION ALSO PROVIDES GUIDANCE ON RECOGNITION, DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT DECEMBER 31, 2011 AND 2010, THE COMPANY HAD NO UNCERTAIN TAX POSITIONS. THE COMPANY'S TAX FILINGS ARE SUBJECTED TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE COMPANY'S OPEN AUDIT PERIODS ARE 2008 THROUGH 2010. X X X 0 0 0 0 0 0 0 0 0 SCOTT CRABTREE 0 202069 0 24999 0 0 0 5487 0 10351 0 242906 0 0 FORM 990, PART VI, SECTION B, LINE 11 AFTER THE COMPLETED 990 IS RECEIVED BY THE ORGANIZATION, IT IS REVIEWED BY THE ENTIRE BOARD INDEPENDENT OF MANAGEMENT. ANY QUESTIONS OR COMMENTS ARE THEN DIRECTED TO THE PRESIDENT OF THE BOARD. UPON APPROVAL, THE FORM 990 IS RELEASED FOR SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A DISCLOSURE STATEMENT IS SUBMITTED ANNUALLY BY ALL EXECUTIVE LEVEL EMPLOYEES AND ALL MEMBERS OF THE BOARD OF TRUSTEES TO DISCLOSE ANY SITUATIONS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. THE BOARD OF TRUSTEES SHALL TAKE SUCH ACTIONS AS MAY BE REASONABLY NECESSARY TO PROTECT THE BEST INTERESTS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS NO PAID EMPLOYEES. A RELATED ENTITY, BROADWAY SERVICES, INC. COMPENSATES ALL EMPLOYEES, INCLUDING THE COMPENSATED OFFICERS LISTED ON PART VII. BROADWAY SERVICES, INC. ESTABLISHES COMPENSATION USING THE FOLLOWING: COMPARABLE DATA FROM OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACTS, AND A COMPENSATION COMMITTEE. EXECUTIVE COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF LAMBETH HOUSE, INC. AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -305,358. FORM 990, PAGE 12, QUESTION 2C THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. EPISCOPAL HOUSING FOR SENIORS INC 150 BROADWAY NEW ORLEANS LA 70118 721140753 TO SUPPORT A CONTINUING CARE RETIREMENT COMMUNITY LA 501(C)(3) LINE 11B, II N/A 0 LAMBETH HOUSE FOUNDATION 150 BROADWAY NEW ORLEANS LA 70118 721498005 TO SUPPORT OR BENEFIT LAMBETH HOUSE, INC. LA 501(C)(3) LINE 11B, II N/A 0 BROADWAY SERVICES INC 150 BROADWAY NEW ORLEANS LA 70118 731665555 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY LA 501(C)(3) LINE 9 N/A 0 ST ANNA'S ASYLUM FOR THE RELIEF OF DESTITUTE FEMALES AND HELPLESS CHILDREN 1823 PRYTANIA STREET NEW ORLEANS LA 70130 720408969 TO OPERATE A NURSING HOME LA 501(C)(3) LINE 9 N/A 0 0 0 1 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0