2011-05-11T07:15:21-05:00 2010-06-30 PARENTEBEARD LLC 1869 CHARTER LANE STE 301 LANCASTER PA 17601 990 2009-07-01 521197548 roland park place inc ROLA 4102436815 830 west 40th street baltimore MD 212112134 FRANCIS X BURNS JR 4102436815 2011-05-10 1 Michael S Frey 7173935696 2009 2016-02-24 21:20:13Z FRANCIS X BURNS JR 830 west 40th street baltimore MD 212112134 43666550 0 X www.rolandparkplace.org X 1980 MD retirement community that offers independent living, assisted living, and SKILLED nursing services. 14 13 365 10 -29522 -29522 37698 18896 17653588 17741410 -4851245 755774 210995 248557 13051036 18764637 3550 0 8964241 8752238 0 40388 9112869 8976439 18077110 17732227 -5026074 1032410 49951637 50461663 60634732 59471521 -10683095 -9009858 YOUR PLEASURE IN RETIREMENT - OUR AIM; YOUR PERSONAL WELL-BEING - OUR FOCUS; YOUR INTERESTS ENHANCED - OUR PLEDGE: THESE ARE THE MISSIONS OF ROLAND PARK PLACE, A CONTINUING CARE RETIREMENT COMMUNITY IN THE CITY OF BALTIMORE. 0 0 9053873 0 10571758 INDEPENDENT LIVING - THIS PROGRAM IS FOR THOSE IN THE COMMUNITY WHO ENJOY A FULLY FUNCTIONING, INDEPENDENT LIFESTYLE. THE COMMUNITY HAS 166 INDEPENDENT LIVING UNITS WITH AN ESTIMATED ANNUAL 54,900 CENSUS DAYS. 2448782 0 2859321 ASSISTED LIVING - THIS PROGRAM IS FOR RESIDENTS WHO REQUIRE SOME ASSISTANCE WITH THEIR DAILY LIVING TASKS BUT WHO DO NOT REQUIRE FULL-TIME NURSING ASSISTANCE. THE COMMUNITY OFFERS 40 UNITS FOR RESIDENTS WITH AN ESTIMATED ANNUAL 12,391 CENSUS DAYS. 3691457 0 4310331 NURSING CARE - THIS PROGRAM IS FOR RESIDENTS WHO REQUIRE THE ASSISTANCE OF FULL-TIME NURSING CARE. THE HEALTH CARE CENTER HAS 60 COMPREHENSIVE NURSING CARE BEDS AND HAS AN ANNUAL ESTIMATED 18,610 CENSUS DAYS. THE CORPORATION PROVIDES CHARITY CARE, SUBSIDIES, AND OTHER SUPPORT OF THOSE IN NEED TO MANY OF THE PROGRAMS AND INDIVIDUALS IT SERVES. UNCOMPENSATED CARE WAS $51,900 FOR THE YEAR ENDED JUNE 30, 2010. 15194112 1 1 0 1 0 0 0 0 0 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 1 0 0 1 40 0 1 365 1 0 0 0 0 0 0 0 0 0 1 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X KIRK CULBERTSON ACCOUNTING MANAGER 4102437353 830 west 40th street baltimore MD 212112134 MS JUDY A EVANS 1.00 X 0 0 0 MR FREDERICK S KOONTZ 1.00 X X 0 0 0 MR JOHN R COLLINS 1.00 X X 0 0 0 MR DAVID L COSTELLO III 1.00 X X 0 0 0 MS DEANA STOUT 1.00 X X 0 0 0 MS DONNAMARIE WOODITCH 1.00 X 0 0 0 MR JOHN R BURTON MD 1.00 X 0 0 0 MR WALTER MITCHELL 1.00 X 0 0 0 MR H SCOTT JONES 1.00 X 0 0 0 MS JENNIFER WILKERSON 1.00 X 0 0 0 MS TERESA D SNYDER 40.00 X X 160753 0 4962 MS ELIZABETH S HUGHES 1.00 X 0 0 0 MR JAMES G OWENS 1.00 X 0 0 0 MR JACK ZIMMERMAN MD 1.00 X 0 0 0 MR FRANCIS X BURNS 40.00 X 103531 0 3666 MS JANINE NORRIS 40.00 X 117234 0 4010 381518 0 12638 3 0 1 0 sundance rehabilitation 6549 paysphere circle chicago IL 60674 medICAL 381457 SAGAMORE MECHANICAL SER INC 11521 CRONRIDGE DRIVE OWINGS MILLS MD 21117 MECHANICAL CONTRACTING 340266 CARDER CONTRACTING CO INC 2904 DUNLEER ROAD BALTIMORE MD 21222 CONSTRUCTION/REMODELING 253632 B&B COMMERCIAL INTERIORS 1417 KNECT AVENUE BALTIMORE MD 21227 CONSTRUCTION/REMODELING 210059 ADMIRAL SECURITY SERVICES PO BOX 79776 BALTIMORE MD 21279 SECURITY 194895 6 18896 5415 18896 Monthly Service Fees 623000 10262404 10262404 Health Care Center Fee 623000 4020574 4020574 Earned Entrance Fees 623000 3458432 3458432 17741410 424105 424105 13885 12000 1885 1885 1885 25221582 24889913 331669 331669 -29522 361191 Resident Catering 623000 146220 146220 Beauty/Barber Shop Inc 623000 100452 100452 246672 18764637 17741410 -29522 1033853 3550 3550 265493 265493 6748843 5650845 1065551 32447 18008 18008 1182177 998767 180533 2877 537717 419035 118682 29339 29339 47000 47000 989 989 29447 29447 1287111 989426 297685 70294 70294 1898193 1765897 132071 225 5030 2325 1015 1690 3122250 3122250 1948003 1948003 180831 180831 Miscellaneous 164678 54686 106843 3149 Bad Debt Expense 89509 89509 Medical Expense 58497 58497 Employee Recruiting 21343 21343 Special Events 18483 18483 5442 5442 17732227 15194112 2497727 40388 6045 5477 3288050 1828429 360723 471288 111565 97164 63238 76363 57995128 33778533 24560903 24216595 17150461 20347234 3060778 1816550 483018 450637 866856 1151926 49951637 50461663 1593850 1683605 29322419 28891233 28716855 27553797 1001608 1342886 60634732 59471521 X -13946931 -12214663 3263836 3204805 -10683095 -9009858 49951637 50461663 X 0 1 1 X 0 X 393572 206295 24589 37698 18896 681050 15373540 15954378 17107589 17653588 17741410 83830505 139939 212581 246672 599192 15767112 16160673 17272117 17903867 18006978 85110747 0 0 0 85110747 1520430 883576 766789 550648 437990 4159433 1520430 883576 766789 550648 437990 4159433 17287542 17044249 18038906 18454515 18444968 89270180 0.95340 0.94670 0.04660 0.05330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 989 989 0 Part II-B, Line 1i: Explanation of Other Lobbying Activities: ROLAND PARK PLACE IS A MEMBER OF THE LIFESPAN NETWORK WHICH IS AN ORGANIZATION FOR SENIOR SERVICES PROVIDERS AND ASSOCIATES. A PORTION OF ANNUAL DUES IS ALLOCATED TO LOBBYING ACTIVITES. 1136806 1136806 47697734 26302471 21395263 8815261 7476062 1339199 345327 345327 24216595 Refundable Advance Fees 985832 Deposits 303369 Charitable Gift Annuities 53685 1342886 18764637 17732227 1032410 640827 640827 1673237 19525025 640827 220013 860840 18664185 100452 100452 18764637 18084962 453187 453187 17631775 100452 100452 17732227 Part X: Description of Uncertain Tax Positions Under FIN 48: THE CORPORATION FOLLOWS THE PROVISIONS OF GENERALLY ACCEPTED ACCOUNTING STANDARDS THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS, INCLUDING NOT-FOR-PROFIT CORPORATIONS, AND PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE STANDARDS ALSO PROVIDE GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. MANAGEMENT HAS DETERMINED THAT THIS STANDARD DOES NOT HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE CORPORATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2009, 2008, AND 2007 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. Part XII, Line 2d - Other Adjustments: revenue reported for subsidiary: 208013. rental expense: 12000. Part XII, Line 4b - Other Adjustments: beauty/barber shop income: 100452. Part XIII, Line 2d - Other Adjustments: expenses reported for roland park place health care corporation: 441187. rental expense: 12000. Part XIII, Line 4b - Other Adjustments: beauty/barber shop income: 100452. X X X 0 0 0 0 0 0 0 0 0 MS TERESA D SNYDER 160753 0 0 0 0 0 0 0 4962 0 165715 0 82858 0 Form 990, Part VI, Section B, line 11 WHEN THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AGREES THAT THE FORM 990 IS FAIRLY STATED THEY GIVE APPROVAL FOR THE FORM 990 TO BE FILED. THE BOARD OF DIRECTORS THEN RECEIVES A COPY OF THE FORM 990 PRIOR TO ITS FILING. Form 990, Part VI, Section B, line 12c The Finance Department (VP of Finance, Accounting Mgr., and Accounts Payable staff) has a broad duty to identify and note any transactions which might be conflicts of interest. Conflicts would initially be reviewed by the VP of Finance and President before presentation to the Board CHAIRMAN. Board members have a duty to discuss potential conflicts with the Board CHAIRMAN. Form 990, Part VI, Section B, line 15 THE HIRING OF THE PRESIDENT AND VICE PRESIDENT OF FINANCE INVOLVES PARTICIPATION BY A BOARD COMMITTEE WHICH IS ESTABLISHED TO WORK WITH HUMAN RESOURCES TO FIND AND HIRE SUITABLE CANDIDATES. THE COMPENSATION IS DETERMINED BY THE BOARD COMMITTEE AND HUMAN RESOURCES DURING THIS PROCESS AND IS REVIEWED BY THE BOARD OF DIRECTORS. DIRECTORS AND OTHER EMPLOYEES HAVE THEIR COMPENSATION DETERMINED BY THE DIRECTOR OF HUMAN RESOURCES WHICH USES A NETWORK OF HUMAN RESOURCE PROFESSIONALS TO DETERMINE A COMPENSATION RANGE BY POSITION FOR ADVERTISING, SCREENING, AND HIRING PROCESSES. MOST EMPLOYEES ARE SUBJECT TO A LIMITED RANGE OF ANNUAL INCREASE WHICH APPLIES TO ALL EMPLOYEES. MAXIMUM FOR YEAR ENDED 2009 WAS 4% AND THE MAXIMUM FOR YEAR ENDED 2010 IS 2%. Form 990, Part VI, Section C, line 19 ROLAND PARK PLACE, INC. MAKES ALL DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PAGE 12, QUESTION 2C: AUDIT OVERSIGHT THE AUDIT COMMITTEE OVERSEES THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANTS. THE AUDIT COMMITTEE REPORTS ALL AUDIT FINDINGS TO THE BOARD OF DIRECTORS. ROLAND PARK PLACE HEALTH CARE CORPORATION 830 WEST 40TH STREET BALTIMORE MD 21211 521387032 TO PROVIDE AMBULATORY AND OTHER MEDICAL SERVICES TO ROLAND PARK PLACE INC MD 501(C)(3) 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 ROLAND PARK PLACE HEALTH CARE CORPORATION P 285070