2011-11-14T16:44:21-06:00 2010-12-31 PARENTEBEARD LLC 46 PUBLIC SQUARE SUITE 400 WILKESBARRE PA 18701 990 2010-01-01 223692108 THE HOUSE OF THE GOOD SHEPHERD FOUNDATION INC HOUS 9086845724 798 WILLOW GROVE STREET HACKETTSTOWN NJ 07840 DEBORAH S BEARDS 9086845724 2011-11-14 1 JULIUS GREEN CPA 5708200100 2010 2016-03-07 17:11:31Z DEBORAH S BEARDS 798 WILLOW GROVE STREET HACKETTSTOWN NJ 07840 4431960 0 X WWW.HOTGS.ORG X 1999 NJ TO SUPPORT THE CHARITABLE OPER- ATIONS OF THE HOUSE OF THE GOOD SHEPHERD, A TAX-EXEMPT AFFILIATE. 14 14 0 0 0 0 0 0 0 0 787046 342398 0 0 787046 342398 1515381 49325 0 0 29544 31251 0 0 0 157197 161195 1702122 241771 -915076 100627 13852044 15055498 1003905 0 12848139 15055498 X TO SERVE THE PHYSICAL, MENTAL AND SPIRITUAL NEEDS OF OLDER PERSONS WITHOUT REGARD TO RELIGION, RACE, COLOR, CREED, AGE, SEX, SEXUAL ORIENTATION, GENDER OR NATIONAL ORIGIN. THIS MISSION IS TO BE CARRIED OUT WITHIN ITS FINANCIAL RESOURCES BY PROVIDING (1) INDEPENDENT, ASSISTED LIVING, LONG TERM CARE AND SUB-ACUTE REHABILITATION ACCOMMODATIONS AND SERVICES; (2) OUTREACH SERVICES TO NON-RESIDENTS; (3) RESOURCE INFORMATION AND CONSULTATION WITH OTHERS PROVIDING SERVICES TO SENIORS. 0 0 228096 49325 THE HOUSE OF THE GOOD SHEPHERD FOUNDATION, INC. (THE "FOUNDATION") IS A NON-PROFIT ORGANIZATION ESTABLISHED TO SUPPORT THE CHARITABLE OPERATIONS OF THE HOUSE OF THE GOOD SHEPHERD (THE "CORPORATION"), AN AFFILIATED TAX-EXEMPT ORGANIZATION. THE CORPORATION'S OPERATIONS INCLUDE PROVIDING CARE, NURTURANCE AND HOUSING FOR THE ELDERLY THROUGH THE OPERATION OF A NURSING FACILITY AND ASSISTED LIVING, PERSONAL CARE, AND INDEPENDENT LIVING UNITS. THE FOUNDATION WAS FOUNDED IN 1999 TO ASSIST THE ENCOURAGEMENT AND DEVELOPMENT OF RESOURCES IN SUPPORT OF ALL SERVICES AND PROGRAMS DESIGNED TO BENEFIT EXISTING AND FUTURE RESIDENTS. 228096 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NJ X RHONDA A IWANSKI 9086845724 798 WILLOW GROVE STREET HACKETTSTOWN NJ 07840 LINDA CURTISS 0.30 X X 0 0 0 THE REV J CARR HOLLAND III 0.30 X 0 0 0 GEORGE KOPP 0.30 X 0 0 0 RICHARD A MOORE JR 0.30 X X 0 0 0 THE REV MARGARET OTTERBURN 0.30 X 0 0 0 SR SUZANNE ELIZABETH 0.30 X 0 0 0 BETH VAUGHAN 0.30 X 0 0 0 CARL BANNISTER 0.30 X 0 0 0 THE REV DR CATHY DEATS 0.30 X X 0 0 0 DAVID SULLIVAN 0.30 X X 0 0 0 THE REV ROBERT GRINER 0.30 X X 0 0 0 JOHN GISLER 0.30 X X 0 0 0 REV DEACON NANCY READ 0.30 X 0 0 0 EVANGELINE W TROSS 0.30 X 0 0 0 FRED E HELEINE 40.00 X 0 8846 0 JAMES W MCCRACKEN 40.00 X 0 134619 0 0 143465 0 0 0 0 0 WELLS FARGO ADVISORS 700 ROUTE 46 EAST FAIRFIELD NJ 07004 INVESTMENT MANAGEMENT 136650 1 238127 238127 4193833 4089562 104271 104271 104271 342398 0 0 342398 49325 49325 31251 31251 13675 13675 136650 136650 7061 7061 2114 2114 MISCELLANEOUS OPERATING 1695 1695 241771 228096 13675 0 13242445 14493873 609599 561625 13852044 15055498 3905 1000000 1003905 0 X 12848139 15055498 12848139 15055498 13852044 15055498 X 100627 2106732 X X 0 1 1 X 0 X X X 0 0 0 THE HOUSE OF THE GOOD SHEPHERD 221500539 9 1 49325 1 49325 0 342398 241771 100627 2106732 2106732 2207359 2312480 2106732 -136650 1970082 342398 0 342398 105121 0 105121 136650 136650 241771 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE CORPORATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING 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. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2010. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -136,650. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 136,650. 0 THE HOUSE OF THE GOOD SHEPHERD 798 WILLOW GROVE STREET HACKETTSTOWN NJ 07840 221500539 501(C)(3) 49325 CASH BOOK VALUE SUPPORT CHARITABLE OPERATIONS INCLUDING CAPITAL EXPENDITURES AND FUNDING OF VACANT BEDS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION SUPPORTS THE CHARITABLE OPERATIONS OF THE HOUSE OF THE GOOD SHEPHERD, ITS TAX-EXEMPT AFFILIATE. THE ORGANIZATION DOES NOT PROVIDE GRANTS OR ASSISTANCE TO OTHER ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS THE HOUSE OF THE GOOD SHEPHERD, A RELATED TAX-EXEMPT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S TRUSTEES MUST CONSIST OF AT LEAST 51% OF THE TRUSTEES OF THE HOUSE OF THE GOOD SHEPHERD, THE ORGANIZATION'S SOLE MEMBER. AT A MINIMUM, NO LESS THAN THREE OF THE TRUSTEES OF THE ORGANIZATION ARE SUBJECT TO THE APPROVAL OF THE HOUSE OF THE GOOD SHEPHERD. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S SOLE MEMBER, THE HOUSE OF THE GOOD SHEPHERD, HAS THE FOLLOWING MANAGEMENT POWERS (AMONG OTHERS): 1) REMOVAL OF THE ORGANIZATION'S OFFICERS; 2) APPROVAL OF ANY AMENDMENTS TO THE ORGANIZATION'S CERTIFICATE OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 THE TREASURER OF THE BOARD AND THE FINANCE COMMITTEE WILL REVIEW THE FORM 990 IN DETAIL. A COPY OF THE ORGANIZATION'S FINAL FORM 990 IS PROVIDED TO THE GOVERNING BODY MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATE COMPLIANCE POLICY IS GIVEN TO AND SIGNED BY EACH BOARD MEMBER ON AN ANNUAL BASIS. BOARD MEMBERS MUST DISCLOSE ANY CONFLICTS OF INTEREST AND ABSTAIN FROM VOTING IF SUCH CONFLICTS ARISE AT MEETINGS. THE EXECUTIVE DIRECTOR REVIEWS THE CONFLICT STATEMENTS ON AN ANNUAL BASIS. IF ANY CONFLICTS ARISE, THE ACTIONS TAKEN ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15A THE PERSONNEL COMMITTEE REFERS TO COMPENSATION STUDIES DONE BY THE NEW JERSEY ASSOCIATION OF HOMES AND SERVICES FOR THE AGING AND THE AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING EACH YEAR FOR COMPARATIVE INFORMATION ON SALARY/WAGE DATA. THEY ALSO LOOK AT SURROUNDING RETIREMENT COMMUNITIES TO ENSURE THEIR TOP MANAGEMENT OFFICIALS' PAY IS COMMENSURATE WITH SIMILAR POSITIONS AT THOSE ORGANIZATIONS. AFTER THE PERSONNEL COMMITTEE ESTABLISHES COMPENSATION AMOUNTS, THE PAYROLL BUDGET IS REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 2,106,732. AUDIT COMMITTEE RESPONSIBLITY FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE IN THE SELECTION OR OVERSIGHT PROCESS FROM THE PRIOR YEAR. THE HOUSE OF THE GOOD SHEPHERD 798 WILLOW GROVE STREET HACKETTSTOWN NJ 07840 221500539 OPERATES A CONTINUING CARE RETIREMENT COMMUNITY NJ 501(C)(3) LINE 9 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 O