SENIOR LIVING FOUNDATION OF THE AMERICAN FOREIGN SERVICE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SENIOR LIVING FOUNDATION OF THE AMERICAN FOREIGN SERVICE INC (EIN 52-1699708)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-08
- IRS object ID
- 201243139349300544
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-08T10:53:30-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521446779 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON LAMBERT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 SPRING FOREST ROAD STE 115 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27609 | 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 | 521699708 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENIOR LIVING FOUNDATION OF THE | BusinessNameLine1 |
| Business Name Line2 | AMERICAN FOREIGN SERVICE INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SENI | NameControl |
| Phone | 2028334910 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1716 N STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GAYLE BOHORQUEZ | Name |
| Title | DEPUTY DIRECTOR | Title |
| Phone | 2028334910 | Phone |
| Date Signed | 2012-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9197196400 | 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 | PAULA JAKUB | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1716 N STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2100608 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SLFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SUPPORT TO RETIRED FOREIGN SERVICE PERSONNEL AND THEIR SPOUSES (INCLUDING SURVIVING OR DIVORCED SPOUSES) AND, ON THE BASIS OF NEED, TO DEFRAY THE COST OF HOME HEALTH CARE SERVICES, SENIOR HOUSING, LONG TERM CARE INSURANCE, OR OTHER SENIOR SERVICES THAT CONTRIBUTE TO THE HEALTH AND SECURITY OF THE RETIRED FOREIGN SERVICE FAMILY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 350515 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 482426 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 51660 | InvestmentIncomePriorYear |
| Investment Income Current Year | 170292 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 402175 | TotalRevenuePriorYear |
| Total Revenue Current Year | 652718 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 273899 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 287527 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 25046 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 105032 | OtherExpensePriorYear |
| Other Expenses Current Year | 106342 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 378931 | TotalExpensesPriorYear |
| Total Expenses Current Year | 393869 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 23244 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 258849 | RevenuesLessExpensesCY |
| Total Assets BOY | 3548034 | TotalAssetsBOY |
| Total Assets EOY | 3610170 | TotalAssetsEOY |
| Total Liabilities BOY | 58027 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 70195 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3490007 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3539975 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE SUPPORT TO RETIRED FOREIGN SERVICE PERSONNEL AND THEIR SPOUSES (INCLUDING SURVIVING OR DIVORCED SPOUSES) AND, ON THE BASIS OF NEED, TO DEFRAY THE COST OF HOME HEALTH CARE SERVICES, SENIOR HOUSING, LONG TERM CARE INSURANCE, OR OTHER SENIOR SERVICES THAT CONTRIBUTE TO THE HEALTH AND SECURITY OF THE RETIRED FOREIGN SERVICE FAMILY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 287527 | Expense |
| Grants | 287527 | Grants |
| Description | PROVIDE SUPPORT TO RETIRED FOREIGN SERVICE PERSONNEL AND THEIR ELIGIBLE DEPENDENTS. | Description |
| Total Program Service Expense | 287527 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE STEWART DIRECTOR OF ACCOUNTING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2028878170 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1716 N STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MARC GROSSMAN | ||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| ROBERT O BLAKE | ||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| THOMAS M TRACY | ||||||
| SECRETARY/TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| JOAN M CLARK | ||||||
| CHAIRMAN EMERITUS | 1.00 | X | 0 | 0 | 0 | |
| PAUL M CLEVELAND | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT DUEMLING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SAMUEL R GAMMON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM C HARROP | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CAROLEE HEILEMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KEMPTON JENKINS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHELDON J KRYS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALAN W LUKENS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DONALD F MCHENRY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS R PICKERING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROZANNE L RIDGWAY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KENNETH N ROGERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN P SHUMATE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GALEN L STONE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAULA S JAKUB | ||||||
| EXECUTIVE DIRECTOR | 1.00 | X | 0 | 227463 | 36679 | |
| KENNETH MESSNER | ||||||
| DEPUTY DIRECTOR (TO NOV '11) | 1.00 | X | 0 | 96637 | 8963 | |
| GAYLE BOHORQUEZ | ||||||
| DEPUTY DIRECTOR (FROM NOV '11) | 1.00 | X | 0 | 106691 | 27816 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 430791 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 73458 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 482426 | AllOtherContributions |
| Noncash Contributions | 1041 | NoncashContributions |
| Total Contributions | 482426 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73326 | TotalRevenueColumn |
| Exclusion | $73,326 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1544856 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1447890 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 96966 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 96966 | TotalRevenueColumn |
| Exclusion | $96,966 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 652718 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $170,292 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264427 | Total |
| Program Services | 264427 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23100 | Total |
| Program Services | 23100 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9361 | Total |
| Management And General | 9361 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32072 | Total |
| Management And General | 32072 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5485 | Total |
| Management And General | 5485 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39378 | Total |
| Management And General | 14332 | ManagementAndGeneral |
| Fundraising | 25046 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20000 | Total |
| Management And General | 20000 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUES AND SUBSCRIPTIONS | Description |
| Total | 46 | Total |
| Management And General | 46 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 393869 | Total |
| Program Services | 287527 | ProgramServices |
| Management And General | 81296 | ManagementAndGeneral |
| Fundraising | 25046 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122228 | BOY |
| EOY | 234512 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24420 | BOY |
| EOY | 4487 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3401386 | BOY |
| EOY | 3371171 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3548034 | BOY |
| EOY | 3610170 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 12481 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58027 | BOY |
| EOY | 57714 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58027 | BOY |
| EOY | 70195 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3490007 | BOY |
| EOY | 3444381 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 95594 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3490007 | BOY |
| EOY | 3539975 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3548034 | BOY |
| EOY | 3610170 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 258849 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -208881 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 429080 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 853340 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 923859 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 350515 | CurrentTaxYearMinus1Year |
| Current Tax Year | 482426 | CurrentTaxYear |
| Total | 3039220 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 429080 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 853340 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 923859 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 350515 | CurrentTaxYearMinus1Year |
| Current Tax Year | 482426 | CurrentTaxYear |
| Total | 3039220 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1255597 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1783623 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30008 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34430 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46732 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66707 | CurrentTaxYearMinus1Year |
| Current Tax Year | 73326 | CurrentTaxYear |
| Total | 251203 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3290423 | TotalSupport |
| Public Support Pertcentage170 | 0.54210 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.52660 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 652718 | TotalRevenue |
| Total Expenses | 393869 | TotalExpenses |
| Excess Or Deficit For Year | 258849 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -208881 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -208881 | TotalAdjustments |
| Excess Or Deficit Per FS | 49968 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 488476 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -208881 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 76711 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -132170 | RevenueNotRptdF990 |
| Revenue Subtotal | 620646 | RevenueSubtotal |
| Investment Expenses Not Included | 32072 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 32072 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 652718 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 438508 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 76711 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 76711 | ExpensesNotRptdF990 |
| Expenses Subtotal | 361797 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 32072 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 32072 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 393869 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | MANAGEMENT HAS CONCLUDED THAT SLF HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITION AS OF DECEMBER 31, 2011. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS LOCATED IN REGION | TypeOfActivitiesConducted |
| Specific Services Provided | PROVIDE SUPPORT TO RETIRED FOREIGN SERVICE PERSONNEL AND THEIR ELIGIBLE DEPENDANTS | SpecificServicesProvided |
| Total Expenditures | 23100 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 23100 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 23100 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | BASIC LIVING ASSISTANCE TO COVER SUCH THINGS AS RENT, FOOD, ETC. | TypeOfAssistance |
| Region | EUROPE | Region |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 23100 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: ALL GRANTEES, REGARDLESS OF WHERE THEY LIVE, HAVE TO PROVIDE ANNUAL FINANCIAL INFORMATION. THE SENIOR LIVING FOUNDATION APPOINTS A SOCIAL WORKER WHO IS THE POINT OF CONTACT FOR THE GRANTEES AND REVIEWS THEIR FINANCIAL INFORMATION. GRANTEES ARE NOT ASKED TO PROVIDE DETAILED PROOF OF HOW THEY SPENT THEIR GRANT UNLESS A SPECIFIC REIMBURSEMENT IS BEING PROVIDED. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | LIVING ASSISTANCE BASED ON NEED | TypeOfGrant |
| Number Of Recipients | 31 | NumberOfRecipients |
| Amount Of Cash Grant | 264427 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SINCE THE ORGANZIATION ASSISTS INDIVIDUALS AT OR BELOW LOW-INCOME LEVELS AS DEFINED BY HUD, GRANTEES ARE REQUIRED TO SUMBIT DOCUMENTATION. THEY ARE ASKED TO PROVIDE FINANCIAL INFORMATION THAT SHOWS THEY ARE UNDER THE LOW-INCOME HUD GUIDELINES FOR THEIR AREA. IF THEY MEET THE GUIDELINES, THE ORGANIZATION EITHER SETS UP A MONTHLY GRANT, OR PAYS CERTAIN EXPENSES DIRECTLY TO THE PROVIDER (SUCH AS DOCTORS, DENTISTS, ETC.) PERIODICALLY, GRANTEES ARE ASKED TO PROVIDE UPDATED FINANCIAL INFORMATION IN ORDER TO SHOW THAT THEY ARE STILL WITHIN THE HUD GUIDELINES FOR THEIR AREA. THE ORGANIZATION ALSO USES THE SERVICES OF SOCIAL WORK CONSULTANTS TO EVALUATE AND MONITOR ELIGIBILITY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PAULA S JAKUB | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 221154 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 5000 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 1309 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 34911 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 1768 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 264142 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE DIRECTOR OF ACCOUNTING REVIEWS THE FORMS IN CONCERT WITH THE EXECUTIVE MANAGEMENT, WHO THEN SIGNS AND FILES THE RETURN WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD MEMBERS ARE REQUIRED TO ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY TO ENSURE COMPLIANCE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS FOR THE SENIOR LIVING FOUNDATION OF THE AMERICAN FOREIGN SERVICES ARE NOT MADE AVAILABLE TO THE PUBLIC AT THIS TIME. | |
| FORM 990 PART VII | HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS PAULA JAKUB 40.0 HRS PER WEEK AFSPA KENNETH MESSNER 40.0 HRS PER WEEK AFSPA GAYLE BOHORQUEZ 40.0 HRS PER WEEK AFSPA | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -208,881. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN FOREIGN SERVICE PROTECTIVE ASSOCIATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1716 N STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530200270 | EIN |
| Primary Activities | PROVIDE INSURANCE BENEFITS TO MEMBERS | PrimaryActivities |
| Legal Domicile State | DC | LegalDomicileState |
| Exempt Code Section | 501(C)(9) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN FOREIGN SERVICE PROTECTIVE ASSOC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionType |
| Amount Involved | 76712 | AmountInvolved |
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