SAINT ANNE HOME AND RETIRMENT COMMUNITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SAINT ANNE HOME AND RETIRMENT COMMUNITY (EIN 35-2024406)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-01
- IRS object ID
- 201240619349301894
- Schema version
- 2010v3.2
- 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 | 2012-03-01T13:00:19-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3815 River Crossing Parkway | AddressLine1 |
| Address Line2 | Suite 300 | AddressLine2 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 462400977 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352024406 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT ANNE HOME AND RETIREMENT COMMUNITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAIN | NameControl |
| Phone | 2604845555 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 Randallia Drive | AddressLine1 |
| City | Fort Wayne | City |
| State | IN | State |
| ZIP Code | 46805 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY E HAVERSTICK | Name |
| Title | ADMINISTRATOR | Title |
| Date Signed | 2011-02-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3175698989 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY HAVERSTICK | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 Randallia Drive | AddressLine1 |
| City | Fort Wayne | City |
| State | IN | State |
| ZIP Code | 46805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16122538 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SAINTANNEHOME.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | IT IS THE MISSION OF SAINT ANNE HOME AND RETIREMENT COMMUNITY TO PROVIDE A SAFE, HEALTHY AND LOVING ENVIRONMENT IN WHICH SENIOR'S NEEDS CAN BE MET, FRIENDSHIPS CAN BE FORMED AND MEMORIES CAN BE SHARED | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 366 | TotalNbrEmployees |
| Total Nbr Volunteers | 130 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 101105 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 127477 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 14275476 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14914596 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 58374 | InvestmentIncomePriorYear |
| Investment Income Current Year | 71960 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 248538 | OtherRevenuePriorYear |
| Other Revenue Current Year | 309304 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14683493 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15423337 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3222 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1709 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9235328 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9598451 | 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 | 4621666 | OtherExpensePriorYear |
| Other Expenses Current Year | 4953781 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13860216 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14553941 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 823277 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 869396 | RevenuesLessExpensesCY |
| Total Assets BOY | 13024790 | TotalAssetsBOY |
| Total Assets EOY | 12825145 | TotalAssetsEOY |
| Total Liabilities BOY | 5768020 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4554007 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7256770 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8271138 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | IT IS THE MISSION OF SAINT ANNE HOME AND RETIREMENT COMMUNITY (SAINT ANNE HOME) TO PROVIDE A SAFE, HEALTHY AND LOVING ENVIRONMENT IN WHICH SENIOR'S NEEDS CAN BE MET, FRIENDSHIPS CAN BE FORMED AND MEMORIES CAN BE SHARED. (CONTINUED IN SCHEDULE O) | MissionDescription |
| Significant Change | false | SignificantChange |
| Expense | 10941333 | Expense |
| Grants | 1709 | Grants |
| Revenue | 12001727 | Revenue |
| Description | NURSING, MEDICAL, AND ANCILLARY SERVICES - SAINT ANNE HOME AND RETIREMENT COMMUNITY (SAINT ANNE HOME) OPERATES A 165 BED NURSING FACILITY PROVIDING A FULL SPECTRUM OF QUALITY CARE INCLUDING PRIVATE REHABILITATION SUITES AND ALZHEIMER'S DEMENTIA CARE. EACH RESIDENT HAS AN INDIVIDUALIZED PROGRAM DESIGNED BY AN INTERDISCIPLINARY TEAM. A FEW OF THE MANY SERVICES PROVIDED INCLUDE: MEDICATION ADMINISTRATION AND MONITORING; ASSISTANCE WITH BATHING; TRANSPORTATION TO MEALS AND ACTIVITIES; AND ASSISTANCE WITH DRESSING. CERTIFIED NURSING ASSISTANTS AND LICENSED NURSES WORK AS A TEAM TO HELP EACH RESIDENT REACH AND MAINTAIN THEIR HIGHEST LEVEL OF FUNCTIONING. SERVICES WERE PROVIDED FOR 56,080 PATIENT DAYS WITH AN AVERAGE OCCUPANCY OF 93.12% DURING THE FISCAL YEAR ENDED JUNE 30, 2011. (CONTINUED IN SCHEDULE O) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2148947 | Expense |
| Grants | 0 | Grants |
| Revenue | 2912869 | Revenue |
| Description | RESIDENTIAL SERVICES - SAINT ANNE HOME AND RETIREMENT COMMUNITY (SAINT ANNE HOME) OFFERS 97 INDEPENDENT AND RESIDENTIAL LIVING UNITS FOR PEOPLE WHO ARE ABLE TO CARE FOR THEMSELVES AND THEIR APARTMENTS. ACCORDING TO THE CRITERIA, RESIDENTS WHO BECOME UNABLE TO FUNCTION WILL BE EVALUATED FOR ASSISTED LIVING. SERVICES PROVIDED INCLUDE MEALS, ACTIVITIES AND RELIGIOUS SERVICES. SAINT ANNE RETIREMENT COMMUNITY RESIDENTIAL LIVING UNITS PROVIDED 35,718 PATIENT DAYS DURING THE YEAR ENDED JUNE 30, 2011. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 13090280 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | 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 | false | GrantsToIndividuals |
| Schedule J Required | false | 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 | true | 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 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 366 | 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | 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 | false | LocalChapters |
| 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 | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY E HAVERSTICK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2604845555 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 RANDALLIA DRIVE | AddressLine1 |
| City | Fort Wayne | City |
| State | IN | State |
| ZIP Code | 46805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MONSIGNOR JOHN SUELZER | ||||||
| CORPORATE OFFICER | 1 | X | X | 0 | 0 | 0 |
| MOST REVEREND KEVIN C RHOADES | ||||||
| CHAIRMAN/CORPORATE OFFICER | 1 | X | X | 0 | 19500 | 0 |
| MARY HAVERSTICK | ||||||
| ADMINISTRATOR | 40 | X | 87589 | 0 | 2846 | |
| MR DAN KOHNEN | ||||||
| VICE PRESIDENT/TREASURER/SECRETARY | 1 | X | X | 0 | 0 | 0 |
| MS NANCY O'BRIEN | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| MR JOE RYAN | ||||||
| DIRECTOR | 1 | X | 0 | 86752 | 0 | |
| MS CATHERINE WILCOX | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DR DIANE HOPEN | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| MR TIM WAGNER | ||||||
| DIRECTOR/PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| MR TIM SHIELDS | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| MR ED WELLING | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| MR MICHAEL DAHM | ||||||
| PRESIDENT | 1 | X | X | 0 | 0 | 0 |
| MR NICK CIOCCA | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| MR MIKE FRIDLEY | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| MR TOM DIXON | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| MR JIM FITZPATRICK | ||||||
| CORPORATE OFFICER | 1 | X | X | 0 | 0 | 0 |
| SISTER CAROLE LANGHAUSER | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| MR JERRY HENRY | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| MR BOB NICHOLAS | ||||||
| DIRECTOR/PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 87589 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 106252 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2846 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELECT REHABILITATION | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 809056 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606809056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | PHYSICAL/SPEECH/OCC THERAPY | DescriptionOfServices |
| Compensation | 787084 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 127477 | AllOtherContributions |
| Total Contributions | 127477 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| NURSING AND MEDICAL SERVICES | 9464539 | 9464539 |
| ANCILLARY SERVICES | 2916800 | 2916800 |
| RESIDENTIAL SERVICES | 2504811 | 2504811 |
| ADULT DAY SERVICES | 28446 | 28446 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14914596 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31505 | TotalRevenueColumn |
| Exclusion | $31,505 | 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 |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 739656 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 649862 | Securities |
| Other | 49339 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 89794 | Securities |
| Other | -49339 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40455 | TotalRevenueColumn |
| Exclusion | $40,455 | ExclusionAmount |
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 | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|
| DINING/VENDING SERVICES | 218734 | $218,734 |
| TELEPHONE/LAUNDRY SERVICES | 37703 | $37,703 |
| BEAUTY/BARBER SHOP | 32699 | $32,699 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20168 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $20,168 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 309304 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15423337 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14914596 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $381,264 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1709 | Total |
| Program Services | 1709 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 96014 | Total |
| Program Services | 96014 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11099 | Total |
| Management And General | 11099 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7401427 | Total |
| Program Services | 6898158 | ProgramServices |
| Management And General | 503269 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341918 | Total |
| Program Services | 318129 | ProgramServices |
| Management And General | 23789 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1204754 | Total |
| Program Services | 1121432 | ProgramServices |
| Management And General | 83322 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 543239 | Total |
| Program Services | 508724 | ProgramServices |
| Management And General | 34515 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63280 | Total |
| Management And General | 63280 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68895 | Total |
| Management And General | 68895 | 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 | 7387 | Total |
| Management And General | 7387 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1540334 | Total |
| Program Services | 1117245 | ProgramServices |
| Management And General | 423089 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63117 | Total |
| Management And General | 63117 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1449831 | Total |
| Program Services | 1367939 | ProgramServices |
| Management And General | 81892 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11460 | Total |
| Management And General | 11460 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363124 | Total |
| Program Services | 319486 | ProgramServices |
| Management And General | 43638 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13122 | Total |
| Management And General | 13122 | 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 | 118805 | Total |
| Program Services | 118805 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 596774 | Total |
| Program Services | 596774 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35394 | Total |
| Program Services | 25569 | ProgramServices |
| Management And General | 9825 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROVIDER TAXES | 503490 | 503490 | |
| PROVISION FOR BAD DEBT | 59943 | 59943 | |
| RESIDENT RELATIONS | 36863 | 36863 | |
| DUES, FEES, & SUBSCRIPTIONS | 19588 | 19588 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2374 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 2374 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14553941 | Total |
| Program Services | 13090280 | ProgramServices |
| Management And General | 1463661 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1300 | BOY |
| EOY | 1300 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1345597 | BOY |
| EOY | 1172901 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1249535 | BOY |
| EOY | 1827403 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179911 | BOY |
| EOY | 182124 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45908 | BOY |
| EOY | 62472 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15344963 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8158752 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7489344 | BOY |
| EOY | 7186211 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1855473 | BOY |
| EOY | 2085533 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 857722 | BOY |
| EOY | 307201 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13024790 | BOY |
| EOY | 12825145 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 980132 | BOY |
| EOY | 1116613 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4320000 | BOY |
| EOY | 3090000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20425 | BOY |
| EOY | 17738 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 447463 | BOY |
| EOY | 329656 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5768020 | BOY |
| EOY | 4554007 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7256770 | BOY |
| EOY | 8271138 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7256770 | BOY |
| EOY | 8271138 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13024790 | BOY |
| EOY | 12825145 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 869396 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 144972 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 71561 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49666 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 95152 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 101105 | CurrentTaxYearMinus1Year |
| Current Tax Year | 127477 | CurrentTaxYear |
| Total | 444961 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13181627 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13946275 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14280838 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14275476 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14914596 | CurrentTaxYear |
| Total | 70598812 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 232551 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 248444 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 241508 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 248538 | CurrentTaxYearMinus1Year |
| Current Tax Year | 309304 | CurrentTaxYear |
| Total | 1280345 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13485739 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14244385 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14617498 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14625119 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15351377 | CurrentTaxYear |
| Total | 72324118 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 72324118 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 87208 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40203 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35946 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42290 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31505 | CurrentTaxYear |
| Total | 237152 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 87208 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40203 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35946 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42290 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31505 | CurrentTaxYear |
| Total | 237152 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13572947 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14284588 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14653444 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14667409 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15382882 | CurrentTaxYear |
| Total | 72561270 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99670 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99585 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00330 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00381 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Exmpt Function Expenditures | 0 | TotalExmptFunctionExpenditures |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $684 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 684 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Non Ded Lobby Political Total | 0 | NonDedLobbyPoliticalTotal |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of other lobbying activities | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1i | ReturnReference |
| Explanation | THE ORGANIZATION INDIRECTLY INFLUENCED LEGISLATION THOUGH ITS ANNUAL DUES PAID TO LEADINGAGE AND LEADINGAGE INDIANA. FOR THE YEAR ENDED JUNE 30, 2011, 5.3% OF LEADING AGE DUES AND 5.1% OF LEADINGAGE INDIANA DUES WERE USED FOR LOBBYING PURPOSES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12184610 | OtherCostOrOtherBasis |
| Depreciation | 6500735 | Depreciation |
| Book Value | 5683875 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 203564 | OtherCostOrOtherBasis |
| Depreciation | 108606 | Depreciation |
| Book Value | 94958 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2904128 | OtherCostOrOtherBasis |
| Depreciation | 1549411 | Depreciation |
| Book Value | 1354717 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 52661 | OtherCostOrOtherBasis |
| Book Value | 52661 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7186211 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NORTHERN TRUST POOLED INVESTMENTS | Description |
| Book Value | 2085533 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2085533 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SECURITY DEPOSITS | $235,500 |
| FAIR VALUE ADJUSTMENT ON INTEREST RATE SWAP | $85,186 |
| OTHER LIABILITIES | $1,704 |
| RESIDENTS COUNCIL FUNDS | $3,910 |
| ACCRUED INTEREST | $3,356 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 329656 | TotalOfAmounts |
| Total Revenue | 15423337 | TotalRevenue |
| Total Expenses | 14553941 | TotalExpenses |
| Excess Or Deficit For Year | 869396 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 118559 | NetUnrealizedGLOnInvestments |
| Other | $26,413 | OtherAmount |
| Total Adjustments | 144972 | TotalAdjustments |
| Excess Or Deficit Per FS | 1014368 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15576261 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 118559 | NetUnrealizedGainsInvestments |
| Other Revenues | 26413 | OtherRevenues |
| Revenue Not Rptd F990 | 144972 | RevenueNotRptdF990 |
| Revenue Subtotal | 15431289 | RevenueSubtotal |
| Investment Expenses Not Included | 7387 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -15339 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -7952 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15423337 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14561893 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 49339 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 49339 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14512554 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 7387 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 34000 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 41387 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14553941 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of escrow agreement | Schedule D, Part IV, Line 2b | RESIDENTS ARE ENCOURAGED TO MAINTAIN ONLY A MINIMAL AMOUNT OF MONEY IN THEIR POSSESSION. AN ESCROW ACCOUNT MAY BE USED FOR THE RESIDENT TO ACCESS MONEY MONDAY THROUGH FRIDAY, DURING BUSINESS HOURS, WHEN NEEDED. RESIDENTS WHO USE THE ESCROW ACCOUNT ARE REQUIRED TO SIGN A STATEMENT INDICATING THAT IF HE/SHE DEPOSITS FUNDS INTO THE RESIDENT ESCROW ACCOUNT, THE FUNDS WILL BE MANAGED BY SAINT ANNE HOME, AND THAT THE POWER-OF-ATTORNEY, GUARDIAN, OR RESPONSIBLE PARTY MAY MAKE WITHDRAWALS ON BEHALF OF THE RESIDENT. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | THE ORGANIZATION IS EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. CURRENT ACCOUNTING STANDARDS REQUIRE THE ORGANIZATION TO DISCLOSE THE AMOUNT OF POTENTIAL BENEFIT OR OBLIGATION TO BE REALIZED AS A RESULT OF AN EXAMINATION PERFORMED BY A TAXING AUTHORITY. FOR THE YEARS ENDED JUNE 30, 2011 AND 2010, MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION DOES NOT HAVE ANY TAX POSITIONS THAT RESULT IN ANY UNCERTAINTIES REGARDING THE POSSIBLE IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE UNCERTAIN TAX POSITIONS ARE NOT EXPECTED TO CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO THE UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAXES, RESPECTIVELY. THE ORGANIZATION HAS NO AMOUNTS ACCRUED FOR INTEREST OR PENALTIES AS OF JUNE 30, 2011 AND 2010. THE ORGANIZATION HAS TAX RETURNS OPEN FOR FEDERAL AND STATE PURPOSES FOR 2007 AND AFTER. |
| Other changes in net assets | Schedule D, Part XI, Line 8 | UNREALIZED GAIN ON INTEREST RATE SWAP AGREEMENT - 26413; |
| Other revenues in audited financial statements not in form 990 | Schedule D, Part XII, Line 2d | UNREALIZED GAIN ON INTEREST RATE SWAP AGREEMENT - 26413; |
| Other revenues in form 990 not in audited financial statements | Schedule D, Part XII, Line 4b | LOSS ON DISPOSAL OF FIXED ASSETS - -49339; CONTRIBUTIONS ADJUSTMENT - 34000; |
| Other expenses in audited financial statements not in form 990 | Schedule D, Part XIII, Line 2d | LOSS ON DISPOSAL OF FIXED ASSETS - 49339; |
| Other expenses in form 990 not in audited financial statements | Schedule D, Part XIII, Line 4b | CONTRIBUTIONS ADJUSTMENT - 34000; |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE NICHOLAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SPOUSE (BOB NICHOLAS) IS A BOARD MEMBER | Relationship |
| Amount Of Transaction | 11081 | AmountOfTransaction |
| Description Of Transaction | EMPLOYEE COMPENSATION | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | (CONTINUED FROM PART III) SAINT ANNE HOME IS A NOT-FOR-PROFIT CHARITABLE CORPORATION ORGANIZED UNDER THE ROMAN CATHOLIC CHURCH, DIOCESE OF FORT WAYNE - SOUTH BEND TO PROVIDE NONSECTARIAN SERVICES TO MEET HUMAN NEEDS. SAINT ANNE HOME PROVIDES THE HIGHEST QUALITY CARE TO ALL THOSE ENTRUSTED TO US. THIS IS DONE IN A CHRISTIAN ATMOSPHERE WITH LOVE AND CONCERN FOR THE INDIVIDUAL, AND WHERE THE SPECIAL NEEDS OF EACH RESIDENT ARE RESPECTED AND MET. SINCE ITS OPENING, SAINT ANNE HOME HAS BECOME THE BENCHMARK FOR HIGH-QUALITY HEALTHCARE IN FORT WAYNE. STARTING AS A NURSING HOME, OVER THE YEARS, SAINT ANNE HOME HAS ADDED 103 APARTMENTS TO ITS CAMPUS AND 16 REHAB SUITES. CURRENTLY, WE HAVE THE ABILITY TO SERVE 165 NURSING HOME RESIDENTS AND 168 RESIDENTIAL CARE RESIDENTS. WHEN YOU WALK IN ANY ENTRANCE TO SAINT ANNE'S, A WARM FEELING OF HOME EMBRACES YOU. WE TREAT EACH OF OUR RESIDENTS AS FAMILY, AND WE WANT TO MEET THE NEEDS AND EXPECTATIONS OF EACH RESIDENT. |
| NURSING, MEDICAL, AND ANCILLARY SERVICES | FORM 990, PART III, LINE 4A | (CONTINUED FROM PART III) SAINT ANNE HOME ALSO PROVIDES ADULT DAY SERVICES FOR OLDER ADULTS WHO ARE UNABLE OR UNCOMFORTABLE STAYING HOME ALONE THROUGHOUT THE DAY. THESE PROGRAMS INCORPORATE A SOCIAL MODEL AND MEDICAL SUPPORT FOR THE ADULTS WE SERVE. THE ATMOSPHERE PROVIDES A SAFE, CARING ENVIRONMENT WHERE PARTICIPANTS CAN SOCIALIZE, PARTICIPATE IN THERAPEUTIC ACTIVITIES AND RECEIVE SUPPORT SERVICES AND HEALTH MONITORING. THESE PROGRAMS OFFER FAMILIES AND CAREGIVERS DAILY RESPITE FOR THE DEMANDS OF 24-HOUR CARE. |
| Classes of members or stockholders | Form 990, Part VI, Section A, Line 6 | THE ORGANIZATION HAS THREE MEMBERS, THE DIOCESAN BISHOP OF THE DIOCESE OF FORT WAYNE-SOUTH BEND, INC., AND TWO OTHER PERSONS DESIGNATED BY THE DIOCESAN BISHOP. THE THREE MEMBERS ARE EX-OFFICIO MEMBERS OF THE BOARD OF DIRECTORS; THESE EX-OFFICIO MEMBERS HAVE THE RIGHT TO VOTE AS DIRECTORS. |
| Members or stockholders electing members of governing body | Form 990, Part VI, Section A, Line 7a | THE DIRECTORS (WHO ARE NOT ALSO MEMBERS OF THE ORGANIZATION) ARE ELECTED BY A MAJORITY VOTE OF THE MEMBERS AND SERVE AT THE SOLE DISCRETION OF THE MEMBERS. ANY DIRECTOR MAY BE REMOVED WITH OR WITHOUT CAUSE OR NOTICE BY A MAJORITY VOTE OF THE MEMBERS AT ANY TIME. |
| Decisions requiring approval by members or stockholders | Form 990, Part VI, Section A, Line 7b | THE ORGANIZATION'S MEMBERS HAVE THE FOLLOWING POWERS: APPROVAL BY MAJORITY VOTE OF THE BOARD OF DIRECTORS' PROPOSAL TO DISSOLVE THE ORGANIZATION; AMENDMENT OR REPEAL OF BYLAWS AND ADOPTION OF AMENDED BYLAWS; AUTHORIZATION OF ANY OFFICER, THE ADMINISTRATOR, OR OTHER CORPORATE AGENTS TO ENTER INTO CONTRACTS OR TO EXECUTE ANY CONTRACTS IN THE NAME OF AND ON BEHALF OF THE ORGANIZATION; AND CONSULTATION WITH THE BOARD OF DIRECTORS CONCERNING THE APPOINTMENT, RETENTION, AND TERMINATION OF THE ADMINISTRATOR. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | A FINAL DRAFT OF THE FULL FORM 990, INCLUDING ALL APPLICABLE SCHEDULES, IS REVIEWED BY MANAGEMENT PRIOR TO FILING WITH THE IRS. A COPY OF THE FULL FORM 990, INCLUDING ALL APPLICABLE SCHEDULES, IS THEN PROVIDED TO EACH MEMBER OF THE GOVERNING BODY PRIOR TO ITS FILING WITH THE IRS. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | ANNUAL DISCLOSURE IS PROVIDED TO EACH BOARD MEMBER AND ADMINISTRATIVE STAFF. EACH PERSON COMPLETES AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. ONCE THE QUESTIONNAIRES ARE COMPLETED, THE ADMINISTRATIVE ASSISTANT REVIEWS THE RESPONSES AND DETERMINES WHETHER OR NOT THERE ARE ANY POTENTIAL CONFLICTS OF INTEREST. IF THERE IS A POTENTIAL CONFLICT OF INTEREST, THE PRESIDENT, TREASURER AND ADMINISTRATOR REVIEW THE CORRESPONDING ISSUE AND DETERMINE IF THERE IS AN ACTUAL CONFLICT OF INTEREST. IF AN ACTUAL CONFLICT OF INTEREST IS DETERMINED TO EXIST, THAT PERSON IS EXCLUDED FROM ANY DISCUSSIONS CONCERNING THE CONFLICTING ISSUE AND IS NOT PERMITTED TO VOTE ON ANY DECISIONS REGARDING THE CONFLICTING ISSUE. ANY PURCHASES AND/OR BIDDING PROPOSALS ARE ALSO REVIEWED FOR ANY POTENTIAL CONFLICTS OF INTEREST PRIOR TO SUBMITTING BIDS OR MAKING PURCHASES. THE CONTROLLER ATTENDS THE BOARD MEETINGS AS A GUEST TO ENSURE THAT COMPLIANCE WITH THESE GUIDELINES IS FOLLOWED. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | ANNUALLY, THE ADMINISTRATOR'S PERFORMANCE AND COMPENSATION ARE REVIEWED BY THE PRESIDENT AND VICE PRESIDENT OF THE BOARD OF DIRECTORS. DURING THE REVIEW PROCESS, THE EXECUTIVE COMMITTEE COMPLETES AN EVALUATION WITH INPUT FROM THE DIOCESE OF FORT WAYNE-SOUTH BEND DIRECTORS THAT SIT ON THE SAINT ANNE HOME AND RETIREMENT COMMUNITY BOARD. THE EXECUTIVE COMMITTEE LOOKS AT THE PAY STRUCTURE OF THE DIOCESE OF FORT WAYNE-SOUTH BEND, A SIMILAR ORGANIZATION, AND ALSO SPEAKS WITH OUR INDEPENDENT AUDITORS FOR INFORMATION REGARDING INDUSTRY TRENDS. THEY ALSO BASE THEIR FINAL DECISION ON THE RATE OF INCREASE SET BY THE BOARD OF DIRECTORS FOR SAINT ANNE HOME. A COPY OF THE ADMINISTRATOR'S REVIEW, ALONG WITH A LETTER FROM THE BOARD PRESIDENT, IS GIVEN TO HUMAN RESOURCES AND THE CONTROLLER AT THE DIOCESE. THE REVIEW PROCESS IS DOCUMENTED IN THE BOARD MEETING MINUTES AND WAS LAST COMPLETED DURING 2011. |
| Public Disclosure | Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| PROCESS USED TO ESTABLISH COMPENSATION OF OTHER OFFICERS | FORM 990, PART VI, SECTION B, LINE 15B | THE ORGANIZATION DOES NOT HAVE ANY OTHER COMPENSATED OFFICERS; THEREFORE, THIS QUESTION HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. |
| Average hours worked per week for related organization | Form 990, Part VII, Section A, Column B | MONSIGNOR JOHN SUELZER - DEVOTES APPROXIMATELY FIVE HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. MOST REVEREND KEVIN C. RHOADES - DEVOTES APPROXIMATELY FIVE HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. MR. JOE RYAN - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. MR. JIM FITZPATRICK - DEVOTES APPROXIMATELY FIVE HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 118559; UNREALIZED GAIN ON INTEREST RATE SWAP AGREEMENT - 26413; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIOCESE OF FORT WAYNE-SOUTH BEND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 390 | AddressLine1 |
| City | FORT WAYNE | City |
| State | IN | State |
| ZIP Code | 46801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350876373 | EIN |
| Primary Activities | RELIGIOUS | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 1 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| 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 | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | 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 | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |