2012-10-24T15:26:09-05:00 2011-12-31 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD SUITE 60 METAIRIE LA 700054958 990 2011-01-01 731665555 BROADWAY SERVICES INC BROA 5048651960 150 BROADWAY NEW ORLEANS LA 70118 SCOTT CRABTREE 5048651960 2012-10-24 1 AMY E WALTERS CPA CCIFP P01078383 5048355522 2011 2016-02-24 21:20:13Z SCOTT CRABTREE 150 BROADWAY NEW ORLEANS LA 70118 8550323 0 X N/A X 2003 LA TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY FOR THE AGED IN NEW ORLEANS, LOUISIANA. 3 0 285 15 0 0 203847 222919 6252560 8315290 -3191 -981 10881 10539 6464097 8547767 0 1700 0 0 4198495 5841829 0 0 0 2407369 2381340 6605864 8224869 -141767 322898 1617388 2044876 273989 378577 1343399 1666299 TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY FOR THE AGED IN NEW ORLEANS, LOUISIANA. 0 0 8173611 1700 8321683 MANAGES A RETIREMENT FACILITY WHICH PROVIDES HOUSING COMPRISED OF INDEPENDENT LIVING, ASSISTED LIVING, AND NURSING FACILITY UNITS, AND RELATED SERVICES TO OVER 200 RESIDENTS INCLUDING INFORMATION PROGRAMS FOR THE ELDERLY. 8173611 1 1 0 0 0 0 0 0 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 23 0 1 285 1 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 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 SCOTT CRABTREE 40.00 X X 227068 0 15838 LYNN SWETLAND 40.00 X X 99266 0 13045 PAULA REYNOLDS 40.00 X X 45775 0 6652 JANICE J HALES 40.00 X X 76994 0 3064 449103 0 38599 1 0 1 0 US FOODS PO BOX 846079 DALLAS TX 75284 FOOD SERVICES 324498 SUPERIOR HOSPITALITY SERVICES PO BOX 6981 METAIRIE LA 70009 CONTRACT SERVICES 216885 SYSCO PO BOX 10950 JEFFERSON LA 70181 FOOD SERVICES 100412 3 156540 66379 222919 MANAGEMENT FEE REVENUE 900099 4322190 4322190 RESIDENT SERVICE FEES 900099 3983212 3983212 MEALS REVENUE 900099 9888 9888 8315290 1575 1575 1590 0 1590 1590 1590 2556 -2556 -2556 -2556 OTHER REVENUE 900099 8949 8949 8949 8547767 8321683 0 3165 1700 1700 487702 487702 4444037 4444037 628808 628808 281282 281282 29809 29809 21449 21449 371254 371254 54380 54380 846069 846069 589193 589193 193920 193920 143905 143905 RESIDENT ACTIVITIES 28816 28816 RECRUITING/TRAINING 24668 24668 COMMUNITY OUTREACH 14976 14976 PAYROLL PROCESSING 11926 11926 50975 50975 8224869 8173611 51258 0 3969 5922 655949 763524 84137 511804 1257 7987 21074 23760 104526 50543 2462438 1781102 746476 681336 1617388 2044876 199989 294577 74000 84000 273989 378577 X 1279946 1279946 0 0 63453 386353 1343399 1666299 1617388 2044876 X 322898 2 X X 0 1 1 X 0 X 165758 101087 67974 203847 222919 761585 6264097 6613395 6770383 6252560 8315290 34215725 6429855 6714482 6838357 6456407 8538209 34977310 2890055 3062554 3180794 2570662 4322190 16026255 0 2890055 3062554 3180794 2570662 4322190 16026255 18951055 20637 9668 1275 8642 3165 43387 20637 9668 1275 8642 3165 43387 3500 166218 146290 5500 8949 330457 6453992 6890368 6985922 6470549 8550323 35351154 0.53610 0.54740 0.00120 0.00180 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE REIMBURSEMENT OF COSTS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2462438 1781102 681336 681336 DEPOSITS ON OCCUPIED UNITS 84000 84000 8547767 8224869 322898 2 2 322900 8547769 2 2 8547767 0 8547767 8224869 0 8224869 0 8224869 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. PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT 2. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT 2. X X X 0 0 0 0 0 0 0 0 0 SCOTT CRABTREE 202069 0 24999 0 0 0 5487 0 10351 0 242906 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 LAMBETH HOUSE, INC., A NON-FOR-PROFIT ORGANIZATION, IS THE SOLE MEMBER OF BROADWAY SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 7A IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS, THE MEMBERS APPOINT THE DIRECTORS AT THE ANNUAL MEETING. LAMBETH HOUSE, INC. BY VIRTUE OF ITS SOLE MEMBERSHIP STATUS, APPOINTS THE BOARD OF DIRECTORS FOR BROADWAY SERVICES, INC. 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 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 INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: ROUNDING ADJUSTMENT 2. TOTAL TO FORM 990, PART XI, LINE 5: 2. FORM 990, PAGE 12, QUESTION 2C THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. FORM 990, PART 1, LINE 4 LAMBETH HOUSE, INC., A NON-FOR-PROFIT ORGANIZATION, IS THE SOLE MEMBER OF BROADWAY SERVICES, INC. LAMBETH HOUSE, INC. BY VIRTUE OF ITS MEMBERSHIP STATUS, APPOINTED THE BOARD OF DIRECTORS FOR BROADWAY SERVICES, INC., NONE OF WHO SERVE ON THE BOARD FOR LAMBETH HOUSE, INC. THE APPOINTED BOARD MEMBERS ARE EMPLOYEES OF BROADWAY SERVICES, INC., AND ARE, THEREFORE, NOT INDEPENDENT. EPISCOPAL HOUSING FOR SENIORS INC 150 BROADWAY STREET 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 STREET NEW ORLEANS LA 70118 721498005 TO SUPPORT OR BENEFIT LAMBETH HOUSE, INC. LA 501(C)(3) LINE 11B, II N/A 0 LAMBETH HOUSE INC 150 BROADWAY STREET NEW ORLEANS LA 70118 721267672 TO OWN 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 11B, II N/A 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0