EPISCOPAL FOUNDATION OF JEFFERSON COUNTY ST MARTINS IN THE PINES: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: EPISCOPAL FOUNDATION OF JEFFERSON COUNTY ST MARTINS IN THE PINES (EIN 63-0386404)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-02-14
IRS object ID: 201100459349300315
Schema version: 2009v1.7
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 D
Schedule J
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-02-14T14:02:39-06:00	Timestamp
Tax Period End Date	2010-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COOKE CAMERON TRAVIS & COMPANY PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2109 DEVEREUX CIR	AddressLine1
City	BIRMINGHAM	City
State	AL	State
ZIP Code	35243	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2009-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	630386404	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	EPISCOPAL FOUNDATION OF JEFF CO	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	EPIS	NameControl
Phone	2059561831	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4941 MONTEVALLO ROAD	AddressLine1
City	BIRMINGHAM	City
State	AL	State
ZIP Code	35210	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MICHAEL FAULKNER	Name
Title	CFO	Title
Phone	2059561831	Phone
Date Signed	2010-11-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	W GERALD TRAVIS	Name
Phone	2059670101	Phone
Date Prepared	2011-02-14	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

Field	Value	IRS element (for citing)
Business Name Line1	ST MARTIN'S IN THE PINES	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	TERENCE ROGERS	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	4941 MONTEVALLO ROAD	AddressLine1
City	BIRMINGHAM	City
State	AL	State
ZIP Code	35210	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	18757488	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	STMARTINS.WS	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1957	YearFormation
State Legal Domicile	AL	StateLegalDomicile
Activity Or Mission Description	THE MISSION OF ST. MARTIN'S IN THE PINES IS TO SERVE GOD THROUGH A MINISTRY THAT PROVIDES A CONTINUUM OF CARE AND QUALITY OF LIFE TO AGING INDIVIDUALS AND THEIR FAMILIES. WE DO THIS BY PROVIDING HOUSING, LONG-TERM CARE SERVICES AND SUPPORT INCLUDING NURSING CARE, ASSISTED LIVING AND PERSONAL CARE TO THE ELDERS OF JEFFERSON COUNTY, ALABAMA.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	14	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	14	NbrIndependentVotingMembers
Total Nbr Employees	421	TotalNbrEmployees
Total Nbr Volunteers	65	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	377267	ContributionsGrantsPriorYear
Contributions Grants Current Year	136981	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	17156801	ProgramServiceRevenuePriorYear
Program Service Revenue CY	18178680	ProgramServiceRevenueCY
Investment Income Prior Year	48166	InvestmentIncomePriorYear
Investment Income Current Year	103775	InvestmentIncomeCurrentYear
Other Revenue Prior Year	535186	OtherRevenuePriorYear
Other Revenue Current Year	338052	OtherRevenueCurrentYear
Total Revenue Prior Year	18117420	TotalRevenuePriorYear
Total Revenue Current Year	18757488	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	11118290	SalariesEtcPriorYear
Salaries Etc Current Year	11181231	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	6531255	OtherExpensePriorYear
Other Expenses Current Year	7207978	OtherExpensesCurrentYear
Total Expenses Prior Year	17649545	TotalExpensesPriorYear
Total Expenses Current Year	18389209	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	467875	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	368279	RevenuesLessExpensesCY
Total Assets BOY	32782257	TotalAssetsBOY
Total Assets EOY	33528829	TotalAssetsEOY
Total Liabilities BOY	21528510	TotalLiabilitiesBOY
Total Liabilities EOY	21903804	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	11253747	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	11625025	NetAssetsOrFundBalancesEOY
Mission Description	THE MISSION OF ST. MARTIN'S IN THE PINES IS TO SERVE GOD THROUGH A MINISTRY THAT PROVIDES A CONTINUUM OF CARE AND QUALITY OF LIFE TO AGING INDIVIDUALS AND THEIR FAMILIES. WE DO THIS BY PROVIDING HOUSING, LONG-TERM CARE SERVICES AND SUPPORT INCLUDING NURSING CARE, ASSISTED LIVING AND PERSONAL CARE TO THE ELDERS OF JEFFERSON COUNTY, ALABAMA.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	15914995	Expense
Revenue	18638782	Revenue
Description	THE MISSION OF ST. MARTIN'S IN THE PINES IS TO SERVE GOD THROUGH A MINISTRY THAT PROVIDES A CONTIUUM OF CARE AND QUALITY OF LIFE TO AGING INDIVIDUALS AND THEIR FAMILIES. WE DO THIS BY PROVIDING LONG TERM CARE SERVICES AND SUPPORTS TO THE ELDERS OF JEFFERSON COUNTY, ALABAMA. REVENUES GENERATED FROM THESE SERVICES AND SUPPORTS ARE PAID BY PRIVATE CARE FUNDS, MEDICAID, MEDICARE, PRIVATE INSURANCE AND THE VETERANS ADMINISTRATION. SERVICES ARE PROVIDED ON A PLEASANT SUBURBAN SITE AND IN A HOME LIKE ENVIRONMENT WHENEVER POSSIBLE. WE PROVIDE HOUSING AND SERVICES TO APPROXIMATELY 350 ELDERS DAILY.	Description
Total Program Service Expense	15914995	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Balance Sheet Amounts Reported	true	BalanceSheetAmountsReported
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	true	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	true	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	41	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	421	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
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Nbr Voting Governing Body Members	14	NbrVotingGoverningBodyMembers
Number Independent Voting Members	14	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	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	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	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	MIKE FAULKNER	NamePerson
Telephone Number	2059561831	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	4941 MONTEVALLO RD	AddressLine1
City	BIRMINGHAM	City
State	AL	State
ZIP Code	35210	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitle	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Average Hours Per WeekAverageHoursPerWeek	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee
ROBERT B ALAND
DIRECTOR	X	0	0	0
KEEHN W BERRY III
DIRECTOR	X	0	0	0
MARIAH CHAPMAN
DIRECTOR	X	0	0	0
KATHRYN W COREY
DIRECTOR	X	0	0	0
GUERRY M DENSON
DIRECTOR	X	0	0	0
JEREMY M DIPIAZZA
DIRECTOR	X	0	0	0
JAMES SM FRENCH
DIRECTOR	X	0	0	0
FRANK C JONES
DIRECTOR	X	0	0	0
THOMAS J PAYNE III
DIRECTOR	X	0	0	0
ALVIN G PELTON
DIRECTOR	X	0	0	0
JOHN P SCOTT JR
DIRECTOR	X	0	0	0
JOSEPH P WARREN
DIRECTOR	X	0	0	0
NANCY WHITSON
DIRECTOR	X	0	0	0
TED LOFTUS
DIRECTOR	X	0	0	0
TERENCE ROGERS
CHIEF EXC.		204617	0	50902	40.00	X
MIKE FAULKNER
CFO		120340	0	0	40.00	X
LINDA ROBERTSON
CULTURE CHG		118040	0	0	40.00		X
JEFF BURCHFIELD
N.H. ADMIN.		106305	0	0	40.00		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	549302	TotalReportableCompFromOrg
Total Other Compensation	50902	TotalOtherCompensation
Number Individuals GT100 K	4	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
STERIGEN LLC
BIRMINGHAM AL	BIRMINGHAM	AL	35242	HOUSEKEEPING/LA	603996
ROBINSON ADAMS INSURANCE
BIRMINGHAM AL	BIRMINGHAM	AL	35242	INSURANCE	272887
HARRIS-ROBINSON CONSTRUCTION
BIRMINGHAM AL	BIRMINGHAM	AL	35242	GENERAL CONTRAC	266051
MORRISON MANAGEMENT SPECIALISTS
BIRMINGHAM AL	BIRMINGHAM	AL	35242	FOOD SERVICES	257838
COOKE CAMERON TRAVIS & CO
2109 DEVEREUX CIRCLE	BIRMINGHAM	AL	35243	ACCOUNTANTS	132114

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	5	NumberOfContractorsGT100K
All Other Contributions	136981	AllOtherContributions
Total Contributions	136981	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	PROGRAM SERVICE REVENUE	Description
Total Revenue Column	18178680	TotalRevenueColumn
Related Or Exempt Function Income	18178680	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	18178680	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	103775	TotalRevenueColumn
Related Or Exempt Function Income	103775	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
OTHER REVENUE	340146	340146
EAST DALE PROPERTIES, LLC	-2094	-2094

Field	Value	IRS element (for citing)
Total Other Revenue	338052	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	18757488	TotalRevenueColumn
Related Or Exempt Function Income	18620507	RelatedOrExemptFunctionIncome

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	302639	Total
Management And General	302639	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	9158606	Total
Program Services	8139460	ProgramServices
Management And General	1019146	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	148783	Total
Program Services	120025	ProgramServices
Management And General	28758	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	819214	Total
Program Services	694249	ProgramServices
Management And General	124965	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	751989	Total
Program Services	563776	ProgramServices
Management And General	188213	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	68269	Total
Program Services	54615	ProgramServices
Management And General	13654	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	132114	Total
Program Services	105692	ProgramServices
Management And General	26422	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	109275	Total
Management And General	109275	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	209160	Total
Program Services	108610	ProgramServices
Management And General	100550	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	66955	Total
Program Services	46507	ProgramServices
Management And General	20448	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	8805	Total
Program Services	7044	ProgramServices
Management And General	1761	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	339915	Total
Program Services	271932	ProgramServices
Management And General	67983	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	278191	Total
Program Services	222553	ProgramServices
Management And General	55638	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
DEPRECIATION	1471833	1177467	294366
OUTSIDE SERVICES	1212416	1212416
UTILITIES	820456	820456
FOOD	809255	809255
SUPPLIES	416501	341531	74970

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	1264833	Total
Program Services	1219407	ProgramServices
Management And General	45426	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	18389209	Total
Program Services	15914995	ProgramServices
Management And General	2474214	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	4389735	BOY
EOY	5297579	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
EOY	2038000	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	629583	BOY
EOY	256715	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	806228	BOY
EOY	1140366	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
EOY	56817	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	793851	BOY
EOY	170417	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	35731697	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	14021144	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	21839676	BOY
EOY	21710553	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	4307543	BOY
EOY	2061376	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	15641	BOY
EOY	797006	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	32782257	BOY
EOY	33528829	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	584699	BOY
EOY	916304	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	17875000	BOY
EOY	17615000	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	167200	BOY
EOY	703960	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	2901611	BOY
EOY	2668540	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	21528510	BOY
EOY	21903804	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	8956240	BOY
EOY	7977133	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1873105	BOY
EOY	3216025	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	424402	BOY
EOY	431867	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	11253747	BOY
EOY	11625025	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	32782257	BOY
EOY	33528829	EOY

Field	Value	IRS element (for citing)
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

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	594326	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1068912	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1245456	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	363722	CurrentTaxYearMinus1Year
Current Tax Year	136981	CurrentTaxYear
Total	3409397	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	13885888	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	15552656	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	16400799	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	17016801	CurrentTaxYearMinus1Year
Current Tax Year	18516732	CurrentTaxYear
Total	81372876	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	14480214	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	16621568	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	17646255	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	17380523	CurrentTaxYearMinus1Year
Current Tax Year	18653713	CurrentTaxYear
Total	84782273	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	13741086	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	15386440	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	16224336	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	16842996	CurrentTaxYearMinus1Year
Current Tax Year	18329157	CurrentTaxYear
Total	80524015	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	13741086	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	15386440	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	16224336	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	16842996	CurrentTaxYearMinus1Year
Current Tax Year	18329157	CurrentTaxYear
Total	80524015	Total

Field	Value	IRS element (for citing)
Public Support Total509	4258258	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year	103775	CurrentTaxYear
Total	103775	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year	103775	CurrentTaxYear
Total	103775	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	14480214	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	16621568	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	17646255	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	17380523	CurrentTaxYearMinus1Year
Current Tax Year	18757488	CurrentTaxYear
Total	84886048	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.05020	PublicSupportPercentage509
Prior Year Support Percentage	0.05240	PriorYearSupportPercentage
Investment Income Percentage	0.00000	InvestmentIncomePercentage
Private Foundation509	X	PrivateFoundation509

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	35731697	OtherCostOrOtherBasis
Depreciation	14021144	Depreciation
Book Value	21710553	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	21710553	TotalOfBookValueLandBuildings

Closely Held Equity Interests CloselyHeldEquityInterests

Field	Value	IRS element (for citing)
Book Value	56511	BookValue
Method Of Valuation	F	MethodOfValuation

Other Securities OtherSecurities (2 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
CERTIFICATES OF DEPOSITS	1738000	C
INVESTMENTS	266865	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	2061376	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	RESIDENT REFUNDABLE DEPOSITS	Description
Amount	$2,668,540	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	2668540	TotalOfAmounts
Total Revenue	18757488	TotalRevenue
Total Expenses	18389209	TotalExpenses
Excess Or Deficit For Year	368279	ExcessOrDeficitForYear
Excess Or Deficit Per FS	368279	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	18757488	TotRevenueEtcAuditedFinclStmt
Revenue Subtotal	18757488	RevenueSubtotal
Total Revenue Per Form990	18757488	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	18389209	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	18389209	ExpensesSubtotal
Total Expenses Per Form990	18389209	TotalExpensesPerForm990

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	true	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	TERENCE ROGERS	NamePerson
Base Compensation Filing Org	184617	BaseCompensationFilingOrg
Bonus Filing Org	20000	BonusFilingOrg
Deferred Comp Filing Org	36088	DeferredCompFilingOrg
Nontaxable Benefits Filing Org	14814	NontaxableBenefitsFilingOrg
Total Compensation Filing Org	255519	TotalCompensationFilingOrg

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS	SCHEDULE J, PAGE 1, PART I, LINE 4	TERENCE ROGERS 0 36,088 0
OTHER ADDITIONAL INFORMATION	SCHEDULE J, PART III	PART I, LINE 4 AND PART II, (C) CONTRIBUTIONS TO A NON-QUALIFIED DEFERRED COMPENSATION PLAN ARE MADE ANNUALLY AND REMAIN THE PROPERTY OF THE FOUNDATION. VESTING TO THE PARTICIPANT OCCURS INCREMENTALLY OVER TWENTY(20) YEARS, WITH THE REQUIRED PAYMENTS TO THE PARTICIPANT MADE ANNUALLY.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	2007 SERIES BONDS	BusinessNameLine1

Field	Value	IRS element (for citing)
Issuer EIN	260576198	IssuerEIN
CUSIP Number	091245AA8	CUSIPNumber
Date Issued	2009-11-18	DateIssued
Issue Price	17810000	IssuePrice
Description Of Purpose	REFI/CONSTRUCT FACIL	DescriptionOfPurpose
Defeased	false	Defeased
On Behalf Of Issuer	false	OnBehalfOfIssuer

Form990 Schedule K Part II Form990ScheduleKPartII

Field	Value	IRS element (for citing)
Total Proceeds	17615000	TotalProceeds
Amount Defeased	5335684	AmountDefeased
Issuance Costs From Proceeds	544685	IssuanceCostsFromProceeds
Capital Expenditures	12119631	CapitalExpenditures
Current Refunding	false	CurrentRefunding
Advance Refunding	false	AdvanceRefunding
Final Allocation Made	false	FinalAllocationMade
Adequate Books And Recds Maintaind	true	AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

Field	Value	IRS element (for citing)
Owning Bond Financed Property	false	OwningBondFinancedProperty
Any Lease Arrangements	false	AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty	false	MngmentCntrctBondFinancdPrprty
Any Research Agreements	false	AnyResearchAgreements
Bond Counsel Routinely Engaged	false	BondCounselRoutinelyEngaged
Post Issuance Compliance Procdrs	true	PostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

Field	Value	IRS element (for citing)
Form8038 T Filed	false	Form8038TFiled
Variable Rate Issue	false	VariableRateIssue
Hedge Identified In Books And Recds	false	HedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGIC
Gross Proceeds Invested	false	GrossProceedsInvested
Exception To Rebate	false	ExceptionToRebate

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	THE MISSION OF ST. MARTIN'S IN THE PINES IS TO SERVE GOD THROUGH A MINISTRY THAT PROVIDES A CONTINUUM OF CARE AND QUALITY OF LIFE TO AGING INDIVIDUALS AND THEIR FAMILIES. WE DO THIS BY PROVIDING HOUSING, LONG-TERM CARE SERVICES AND SUPPORT INCLUDING NURSING CARE, ASSISTED LIVING AND PERSONAL CARE TO THE ELDERS OF JEFFERSON COUNTY, ALABAMA.
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS	FORM 990, PAGE 1, PART I, LINE 6	PROVIDE PASTORAL CARE, SHOPPING CART ASSISTANCE, ACTIVITIES ASSISTANCE, READING, AND CONVERSATION.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11	FORM 990 IS REVIEWED BY MANAGMENT AND PRESENTED TO THE FINANCE COMMITTEE, A SUBSET OF THE BOARD OF DIRECTORS, FOR APPROVAL. IT IS PRESENTED TO THE BOARD OF DIRECTORS WITHIN THIRTY DAYS OF FILING.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	THE POLICIES OF THE FOUNDATION REQUIRE ALL BOARD MEMBERS, OFFICERS AND MANAGEMENT EMPLOYEES TO PREPARE AND SIGN ANNUAL DOCUMENTS DISCLOSING ANY POTENTIAL CONFLICTS OF INTERESTS. ANY POTENTIAL CONFLICTS ARE REVIEWED AND DISCUSSED BY THE ENTIRE BOARD. ADDITIONALLY THE FOUNDATION POLICY REQUIRES CONTINUAL DISCLOSURE SHOULD CIRCUMSTANANCES CHANGE.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THE FOUNDATION'S POLICIES REQUIRE THE CEO'S COMPENSATION TO BE SET AND MONITORED BY THE BOARD OF DIRECTORS. ADDITIONALLY AN OUTSIDE CONSULTING FIRM PREPARES A PERIODIC STUDY OF COMPENSATION FOR SENIOR MANAGEMENT AND PRESENTS ITS RECOMMENDATIONS TO THE BOARD. FURTHERMORE THE POLICIES REQUIRE THE CEO TO PREPARE COMPENSATION RECOMMENDATIONS FOR SENIOR STAFF FOR THE COMPENSATION COMMITTEE TO REVIEW AND APPROVE.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	SEE ABOVE
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
GROUP RETURN METHOD	FORM 990, PAGE 7, PART VII	PARENT ORGANIZATION HAS FILED A CONSOLIDATED RETURN

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	EAST DALE PROPERTIES LLC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	4941 MONTEVALLO ROAD	AddressLine1
City	BIRMINGHAM	City
State	AL	State
ZIP Code	35210	ZIPCode

Field	Value	IRS element (for citing)
Primary Activities	RENTAL PRO	PrimaryActivities
Legal Domicile State	AL	LegalDomicileState
Total Income	-2094	TotalIncome
Direct Controlling Entity NA	N/A	DirectControllingEntityNA