AUGSBURG LUTHERAN VILLAGE INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
AUGSBURG LUTHERAN VILLAGE INC (EIN 52-1473851)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-07-25
IRS object ID
201112069349300526
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

FieldValueIRS element (for citing)
Timestamp2011-07-25T11:18:09-07:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Schiavi Wallace & Rowe PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11400 Front Avenue Suite 301AddressLine1
CityLuthervilleCity
StateMDState
ZIP Code21093ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521473851EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1AUGSBURG LUTHERAN VILLAGE INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlAUGSNameControl
Phone4104864573Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line16811 CAMPFIELD ROADAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21207ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDiane WebbName
TitleTreasurerTitle
Date Signed2011-07-25DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameLinda Rajewski CPAName
Phone4104949517Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonGlenn SchererNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line116916 Flickerwood RoadAddressLine1
CityParktonCity
StateMDState
ZIP Code21220ZIPCode
FieldValueIRS element (for citing)
Gross Receipts3562387GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web Sitewww.augsburg.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1983YearFormation
State Legal DomicileMDStateLegalDomicile
Activity Or Mission DescriptionTo provide independent retirement living units with onsite wellness and medical services, transportation and meals - 138 units served.ActivityOrMissionDescription
Nbr Voting Members Governing Body26NbrVotingMembersGoverningBody
Nbr Independent Voting Members26NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers44TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year3454102ProgramServiceRevenuePriorYear
Program Service Revenue CY3556576ProgramServiceRevenueCY
Investment Income Prior Year6572InvestmentIncomePriorYear
Investment Income Current Year5811InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year3460674TotalRevenuePriorYear
Total Revenue Current Year3562387TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year782923SalariesEtcPriorYear
Salaries Etc Current Year845468SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year2612630OtherExpensePriorYear
Other Expenses Current Year2449675OtherExpensesCurrentYear
Total Expenses Prior Year3395553TotalExpensesPriorYear
Total Expenses Current Year3295143TotalExpensesCurrentYear
Revenues Less Expenses Prior Year65121RevenuesLessExpensesPriorYear
Revenues Less Expenses CY267244RevenuesLessExpensesCY
Total Assets BOY14640685TotalAssetsBOY
Total Assets EOY14307972TotalAssetsEOY
Total Liabilities BOY13522307TotalLiabilitiesBOY
Total Liabilities EOY12922350TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1118378NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1385622NetAssetsOrFundBalancesEOY
Mission DescriptionTo provide independent retirement living units with onsite wellness and medical services, transportation and meals - 138 units served.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense2663873Expense
Revenue3556576Revenue
DescriptionProvided independent retirement living units with onsite wellness and medical services, transportation and meals - 138 units served.Description
Total Program Service Expense2663873TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10964NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Quid Pro Quo DisclosurefalseQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Form720 FiledfalseForm720Filed
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members26NbrVotingGoverningBodyMembers
Number Independent Voting Members26NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonDiane WebbNamePerson
Telephone Number4104864573TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line16811 CAMPFIELD RD BALTIMORE MDAddressLine1
CityBaltimoreCity
StateMDState
ZIP Code212074698ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (34 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
Ronald Fouse
Vice Chairman1.00XX000
Robert L Seeger
Director0.50X000
Richard Perry
Secretary1.00XX000
Richard Lohr
Director0.50X000
Rev Stephen Everett
Director0.50X000
Rev Robert Mordhorst
Director0.50X000
Rev Donald Beutel
Director0.50X000
Rev Arwyn Gohl
Director0.50X000
Rev David Asplin
Director0.50X000
Paul L Miller
Financial Secty1.00XX000
Nancy A Pedersen
Director0.50X000
Marie Garske
Director0.50X000
Louise H Kautsch
Director0.50X000
Lawrence Reiter
Secretary1.00XX000
Kenneth W Hemmeter
Director0.50X000
Karen A Droter
Director0.50X000
John Ernest
Director0.50X000
Joan Kraft
Director0.50X000
Jeffrey A Lees
Director0.50X000
Howard Ziethen
Director0.50X000
Glenn Scherer
Executive Direc2.00X01716425460
Eunice Kolb
Director1.00X000
Emma Hahn
Director0.50X000
Dr Rhonda Richards
Director0.50X000
Dr Barbara Dreyer
Director0.50X000
Dorothea White
Director0.50X000
Diane Webb
Treasurer2.00X01053904199
Dee Kelbel
Director0.50X000
David Taylor
Director0.50X000
David Tabler
Director0.50X000
David C Daneker
Chairman1.00XX000
Carroll Pfaff
Director0.50X000
Arnold T Abel Jr
Director0.50X000
Albert E Lietzau IV
Director0.50X000
FieldValueIRS element (for citing)
Total Reportable Comp Frm Rltd Orgs277032TotalReportableCompFrmRltdOrgs
Total Other Compensation9659TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
TIM MCFADDEN CONTRACTING INC
819 FREDERICK RDCATONSVILLEMD21228DWELLING RENOVATIONS278968
SYSCO FOOD SERVICES OF BALTIMORE
PO BOX 1099JESSUPMD20794FOOD SERVICE255387
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K
Total Contributions0TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionINDEPENDENT LIVING UNITSDescription
Business Code623000BusinessCode
Total Revenue Column3556576TotalRevenueColumn
Related Or Exempt Function Income3556576RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue3556576TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column5811TotalRevenueColumn
Exclusion$5,811ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column3562387TotalRevenueColumn
Related Or Exempt Function Income3556576RelatedOrExemptFunctionIncome
Exclusion$5,811ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total690314Total
Program Services509096ProgramServices
Management And General181218ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total108347Total
Program Services78366ProgramServices
Management And General29981ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total46807Total
Program Services34203ProgramServices
Management And General12604ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total117322Total
Management And General117322ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total8100Total
Management And General8100ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total36815Total
Management And General36815ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total4034Total
Management And General4034ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total612760Total
Program Services473703ProgramServices
Management And General139057ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total0Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total100695Total
Program Services90625ProgramServices
Management And General10070ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total793696Total
Program Services714326ProgramServices
Management And General79370ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total0Total

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
SUPPLIES186006186006
PROFESSIONAL FEES204016204016
MISCELLANEOUS1267512675
MAINTENANCE & REPAIRS6377463774
FOOD306304306304

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total3478Total
Program Services3454ProgramServices
Management And General24ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3295143Total
Program Services2663873ProgramServices
Management And General631270ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY450BOY
EOY550EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY127367BOY
EOY171708EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY39142BOY
EOY30064EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY133349BOY
EOY127930EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis20615869LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec7181376LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY13774454BOY
EOY13434493EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY565923BOY
EOY543227EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY14640685BOY
EOY14307972EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY101001BOY
EOY116737EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY8233202BOY
EOY7856364EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY5188104BOY
EOY4949249EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY13522307BOY
EOY12922350EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1118378BOY
EOY1385622EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1118378BOY
EOY1385622EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY14640685BOY
EOY14307972EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses267244ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement BothXFinancialStatementBoth
Federal Grant Audit RequiredfalseFederalGrantAuditRequired
Federal Grant Audit PerformedfalseFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Total0Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2230499CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3107042CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3276751CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3454102CurrentTaxYearMinus1Year
Current Tax Year3556576CurrentTaxYear
Total15624970Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

FieldValueIRS element (for citing)
Total0Total

Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509

FieldValueIRS element (for citing)
Total0Total

Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt

FieldValueIRS element (for citing)
Total0Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2230499CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3107042CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3276751CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3454102CurrentTaxYearMinus1Year
Current Tax Year3556576CurrentTaxYear
Total15624970Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total50915624970PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years77984CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years22152CurrentTaxYearMinus3Years
Current Tax Year Minus1 Year6572CurrentTaxYearMinus1Year
Current Tax Year5811CurrentTaxYear
Total112519Total

Post1975 UBTI Post1975UBTI

FieldValueIRS element (for citing)
Total0Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years77984CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years22152CurrentTaxYearMinus3Years
Current Tax Year Minus1 Year6572CurrentTaxYearMinus1Year
Current Tax Year5811CurrentTaxYear
Total112519Total

Net Income From Other UBI NetIncomeFromOtherUBI

FieldValueIRS element (for citing)
Total0Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Total0Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2308483CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3129194CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3276751CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3460674CurrentTaxYearMinus1Year
Current Tax Year3562387CurrentTaxYear
Total15737489Total
FieldValueIRS element (for citing)
Public Support Percentage5090.99290PublicSupportPercentage509
Prior Year Support Percentage0.99200PriorYearSupportPercentage
Investment Income Percentage0.00710InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.00799PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis18361336OtherCostOrOtherBasis
Depreciation6325892Depreciation
Book Value12035444BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis60765OtherCostOrOtherBasis
Depreciation27321Depreciation
Book Value33444BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1007041OtherCostOrOtherBasis
Depreciation607157Depreciation
Book Value399884BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1186727OtherCostOrOtherBasis
Depreciation221006Depreciation
Book Value965721BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings13434493TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDue to Related PartyDescription
Amount$4,949,249Amount
FieldValueIRS element (for citing)
Total Of Amounts4949249TotalOfAmounts
Total Revenue3562387TotalRevenue
Total Expenses3295143TotalExpenses
Excess Or Deficit For Year267244ExcessOrDeficitForYear
Excess Or Deficit Per FS267244ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt3562387TotRevenueEtcAuditedFinclStmt
Revenue Subtotal3562387RevenueSubtotal
Total Revenue Per Form9903562387TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt3295143TotExpensesEtcAuditedFinclStmt
Expenses Subtotal3295143ExpensesSubtotal
Total Expenses Per Form9903295143TotalExpensesPerForm990

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException
Rebuttable Presumption ProcedurefalseRebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonGlenn SchererNamePerson
Comp Based On Related Orgs171642CompBasedOnRelatedOrgs
Deferred Comp Related Orgs4940DeferredCompRelatedOrgs
Nontaxable Benefits Related Orgs520NontaxableBenefitsRelatedOrgs
Total Compensation Related Orgs177102TotalCompensationRelatedOrgs

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MD Health and Higher Education AssnBusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN520936091IssuerEIN
Date Issued2009-08-01DateIssued
Issue Price5060685IssuePrice
Description Of PurposeDebt ExtinguishmentDescriptionOfPurpose
DefeasedfalseDefeased
On Behalf Of IssuerfalseOnBehalfOfIssuer

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Total Proceeds5060685TotalProceeds
Issuance Costs From Proceeds183748IssuanceCostsFromProceeds
Working Capital Expenditures5060685WorkingCapitalExpenditures
Current RefundingfalseCurrentRefunding
Advance RefundingfalseAdvanceRefunding
Adequate Books And Recds MaintaindtrueAdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Owning Bond Financed PropertyfalseOwningBondFinancedProperty
Any Lease ArrangementsfalseAnyLeaseArrangements
Mngment Cntrct Bond Financd PrprtyfalseMngmentCntrctBondFinancdPrprty
Any Research AgreementsfalseAnyResearchAgreements
Bond Counsel Routinely EngagedfalseBondCounselRoutinelyEngaged
Post Issuance Compliance ProcdrstruePostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Form8038 T FiledfalseForm8038TFiled
Variable Rate IssuetrueVariableRateIssue
Hedge Identified In Books And RecdsfalseHedgeIdentifiedInBooksAndRecds
Gross Proceeds InvestedfalseGrossProceedsInvested
Exception To RebatefalseExceptionToRebate

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonAlbert LietzauNamePerson
FieldValueIRS element (for citing)
RelationshipBoard MemberRelationship
Amount Of Transaction117602AmountOfTransaction
Description Of TransactionProp, Cas/Gen Liab InsDescriptionOfTransaction
Sharing Of RevenuesfalseSharingOfRevenues

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
ExplanationGeneral and liability insurance for the Village was purchased through a company that is owned by a Board Member.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableForm 990 is available upon request. Financial statements are on the facilities website and included in resident contracts.
Form 990, Part VI, Line 15bForm 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesAll board members are sent a questionnaire about the Executive Director's performance which is returned to the Board Chairman. The Executive Committee of the board uses these comments to prepare the annual review for the Executive Director.
Form 990, Part VI, Line 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsAnnually, each board member signs a conflict of interest policy statement.
Form 990, Part VI, Line 11Form 990, Part VI, Line 11: Form 990 Review ProcessForm 990 is reviewed by the Finance and Audit Committee prior to filing.
Form 990, Part VI, Line 7aForm 990, Part VI, Line 7a: How Members or Shareholders Elect Governing BodyDelegates to Augsburg vote and approve new board members at the annual meeting.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1AUGSBURG LUTHERAN HOME OF MARYLAND INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line16811 CAMPFIELD ROADAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21207ZIPCode
FieldValueIRS element (for citing)
EIN520696196EIN
Primary ActivitiesNURSING HOME & ASSISTED LIVINGPrimaryActivities
Legal Domicile StateMDLegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled OrgfalseControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgtrueLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
AUGSBURG LUTHERAN HOME OF MARYLAND INC
n86027Fair Mkt Value
AUGSBURG LUTHERAN HOME OF MARYLAND INC
e4949249cost

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.