BAY VILLAGE OF SARASOTA INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BAY VILLAGE OF SARASOTA INC (EIN 59-1453706)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-21
- IRS object ID
- 202311729349300046
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-21T12:57:31-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591753337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERKERING BARBERIO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49348 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342306348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591453706 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAY VILLAGE OF SARASOTA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAYV | BusinessNameControlTxt |
| Phone | 9419665611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8400 VAMO ROAD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC T NICHOLS | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9419665611 | PhoneNum |
| Signature | 2023-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC | PersonFirstNm |
| Person Last | NICHOLS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA U STONER | PreparerPersonNm |
| PTIN | P00585910 | PTIN |
| Phone | 9413654617 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIC T NICHOLS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8400 VAMO ROAD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,995,011 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BAYVILLAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | ESTABLISHED ON CHRISTIAN PRINCIPLES, BAY VILLAGE OF SARASOTA, INC. (BVSI) OFFERS A DYNAMIC, SECURE, AND COMPREHENSIVE RESIDENCY FOR OLDER ADULTS, PROVIDING MEANINGFUL COMMUNITY LIFE WITH CONTINUING CARE. BVSI IS A CHURCH-RELATED CONTINUING CARE RETIREMENT COMMUNITY COMMITTED TO PROVIDING THE HIGHEST QUALITY OF SERVICE TO RESIDENTS OF ALL FAITHS WITH NURSING AND HEALTH CARE, RECREATIONAL AND SPIRITUAL OPPORTUNITIES. BVSI PROVIDES SERVICES THAT ENHANCE THE QUALITY OF LIFE FOR RESIDENTS THROUGH INDEPENDENT RETIREMENT LIVING, ASSISTED LIVING, HOME HEALTH, SKILLED NURSING, AND SOCIAL SERVICES, WHILE CONTINUING TO HONOR EACH PERSON'S DIGNITY, RIGHTS, SELF-RESPECT AND INDEPENDENCE. BVSI IS COMMITTED TO A PROGRAM OF STEWARDSHIP WHICH RECOGNIZES ITS RESPONSIBILITY TO USE RESOURCES WELL. BVSI'S BENEVOLENCE PROGRAM ENSURES, TO THE EXTENT FEASIBLE, THAT RESIDENTS WHO HAVE EXHAUSTED THEIR FINANCIAL RESOURCES, THROUGH NO FAULT OF THEIR OWN, CAN REMAIN AS RESIDENTS EVEN IF THEY BECOME UNABLE TO PAY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 343 | TotalEmployeeCnt |
| Total Volunteers | 140 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $379,083 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,000,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,423,501 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,619,940 | CYProgramServiceRevenueAmt |
| PY Investment Income | $179,079 | PYInvestmentIncomeAmt |
| CY Investment Income | $158,131 | CYInvestmentIncomeAmt |
| PY Other Revenue | $178,427 | PYOtherRevenueAmt |
| CY Other Revenue | $128,817 | CYOtherRevenueAmt |
| PY Total Revenue | $23,160,090 | PYTotalRevenueAmt |
| CY Total Revenue | $29,906,888 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,009,801 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,804,155 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,207,006 | PYOtherExpensesAmt |
| CY Other Expenses | $10,343,123 | CYOtherExpensesAmt |
| PY Total Expenses | $21,216,807 | PYTotalExpensesAmt |
| CY Total Expenses | $23,147,278 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,943,283 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,759,610 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $58,079,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,329,444 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,427,781 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,499,855 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,651,859 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,829,589 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ESTABLISHED ON CHRISTIAN PRINCIPLES, BAY VILLAGE OF SARASOTA, INC. (BVSI) OFFERS A DYNAMIC, SECURE, AND COMPREHENSIVE RESIDENCY FOR OLDER ADULTS, PROVIDING MEANINGFUL COMMUNITY LIFE WITH CONTINUING CARE. BVSI IS A CHURCH-RELATED CONTINUING CARE RETIREMENT COMMUNITY COMMITTED TO PROVIDING THE HIGHEST QUALITY OF SERVICE TO RESIDENTS OF ALL FAITHS WITH NURSING AND HEALTH CARE, RECREATIONAL AND SPIRITUAL OPPORTUNITIES. BVSI PROVIDES SERVICES THAT ENHANCE THE QUALITY OF LIFE FOR RESIDENTS THROUGH INDEPENDENT RETIREMENT LIVING, ASSISTED LIVING, HOME HEALTH, SKILLED NURSING, AND SOCIAL SERVICES, WHILE CONTINUING TO HONOR EACH PERSON'S DIGNITY, RIGHTS, SELF-RESPECT AND INDEPENDENCE. BVSI IS COMMITTED TO A PROGRAM OF STEWARDSHIP WHICH RECOGNIZES ITS RESPONSIBILITY TO USE RESOURCES WELL. BVSI'S BENEVOLENCE PROGRAM ENSURES, TO THE EXTENT FEASIBLE, THAT RESIDENTS WHO HAVE EXHAUSTED THEIR FINANCIAL RESOURCES, THROUGH NO FAULT OF THEIR OWN, CAN REMAIN AS RESIDENTS EVEN IF THEY BECOME UNABLE TO PAY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,468,121 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $22,619,940 | RevenueAmt |
| Desc | OPERATION OF A CONTINUING CARE RETIREMENT COMMUNITY, INCLUDING 282 INDEPENDENT LIVING APARTMENTS, 22 ASSISTED LIVING APARTMENTS, AND 95 HEALTH CENTER (SKILLED NURSING) BEDS IN SARASOTA, FLORIDA. IN 2022, BAY VILLAGE'S PROGRAMS SERVED APPROXIMATELY 362 RESIDENTS, INCLUDING 301 LIFE-CARE RESIDENTS AND 61 COMMUNITY RESIDENTS. | Desc |
| Total Program Service Expenses | $21,468,121 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 343 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINA R WIZBA CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9419665611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8400 VAMO ROAD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAMES BAILIFF | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN BLUM | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS COMBS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GERRY HAILEY | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN HICKS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDY OLWERT | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ABIGAIL ROBINSON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS TAYLOR | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN HAGAN | ||||||||
| CHAIRMAN | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DONALD SNYDER | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SALLY SEEGER | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT SHERWOOD | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ERIC NICHOLS | ||||||||
| PRESIDENT & CEO | 40.00 | 5.00 | $323,142 | $0 | $20,027 | Yes (X) | ||
| CHRISTINA R WIZBA | ||||||||
| CFO | 40.00 | 5.00 | $268,372 | $0 | $18,101 | Yes (X) | ||
| JENNIFER GRIMES | ||||||||
| COO | 40.00 | 0.00 | $170,842 | $0 | $8,094 | Yes (X) | ||
| LAURA PITCHER | ||||||||
| MARKETING DIRECTOR | 40.00 | $140,873 | $0 | $13,788 | Yes (X) | |||
| BONNIE COMBS | ||||||||
| C.N.A. | 40.00 | $132,945 | $0 | $13,416 | Yes (X) | |||
| IVANA FIELDS | ||||||||
| R.N. | 40.00 | $122,320 | $0 | $4,893 | Yes (X) | |||
| SARANTSETSEG ROHDEMAN | ||||||||
| L.P.N. | 40.00 | $119,357 | $0 | $14,324 | Yes (X) | |||
| SEAN MANOWN | ||||||||
| DINING DIRECTOR | 40.00 | $116,821 | $0 | $8,248 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,394,672 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $100,891 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ME&S | |||||
| 1645 BARBER ROAD | SARASOTA | FL | 34240 | BUILDING CONTRACTOR | $9,334,627 |
| FUNCTIONAL PATHWAYS | |||||
| 10133 SHERRILL BLVD | KNOXVILLE | TN | 379323347 | THERAPY | $541,569 |
| MONTGOMERY'S CARPETS PLUS INC | |||||
| 825 E VENICE AVENUE | VENICE | FL | 34285 | INSTALLATION CONTRACTOR | $390,950 |
| TRANE US INC | |||||
| PO BOX 406469 | ATLANTA | GA | 303846469 | MAINTANENCE CONTRACTOR | $324,328 |
| SFCS INC | |||||
| 305 SOUTH JEFFERSON STREET | ROANOKE | VA | 24011 | BUILDING CONTRACTOR | $251,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $7,000,000 | RelatedOrganizationsAmt |
| Total Contributions | $7,000,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT FEES | Desc |
| Business | 623990 | BusinessCd |
| Total Revenue Column | $22,619,940 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,619,940 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,619,940 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $219,880 | TotalRevenueColumnAmt |
| Exclusion | $219,880 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $144,806 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,989 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $128,817 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,817 | TotalRevenueColumnAmt |
| Exclusion | $128,817 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $10,385 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $72,134 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$61,749 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$61,749 | TotalRevenueColumnAmt |
| Exclusion | -$61,749 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,906,888 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,619,940 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $286,948 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808,578 | TotalAmt |
| Management And General | $808,578 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,691,055 | TotalAmt |
| Program Services | $9,675,918 | ProgramServicesAmt |
| Management And General | $15,137 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,455 | TotalAmt |
| Program Services | $211,936 | ProgramServicesAmt |
| Management And General | $12,519 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,317,720 | TotalAmt |
| Program Services | $1,238,568 | ProgramServicesAmt |
| Management And General | $79,152 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762,347 | TotalAmt |
| Program Services | $706,696 | ProgramServicesAmt |
| Management And General | $55,651 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,059 | TotalAmt |
| Management And General | $17,059 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,108 | TotalAmt |
| Management And General | $36,108 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,550 | TotalAmt |
| Management And General | $71,550 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,784 | TotalAmt |
| Program Services | $203,784 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,926 | TotalAmt |
| Management And General | $54,926 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,228 | TotalAmt |
| Management And General | $270,228 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,484,210 | TotalAmt |
| Program Services | $1,434,550 | ProgramServicesAmt |
| Management And General | $49,660 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527 | TotalAmt |
| Program Services | $338 | ProgramServicesAmt |
| Management And General | $189 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,033 | TotalAmt |
| Management And General | $3,033 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,419,885 | TotalAmt |
| Program Services | $3,419,885 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $778,287 | TotalAmt |
| Program Services | $778,287 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD COSTS | $1,467,206 | $1,467,206 | |
| SUPPLIES & ANCILLARY SE | $1,339,587 | $1,234,966 | $104,621 |
| BUILDING REPAIRS | $619,433 | $615,840 | $3,593 |
| PROPERTY TAXES | $202,633 | $202,633 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,667 | TotalAmt |
| Program Services | $277,514 | ProgramServicesAmt |
| Management And General | $97,153 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,147,278 | TotalAmt |
| Program Services | $21,468,121 | ProgramServicesAmt |
| Management And General | $1,679,157 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,460,947 | BOYAmt |
| EOY | $968,654 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,243,973 | BOYAmt |
| EOY | $3,133,163 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $735,748 | BOYAmt |
| EOY | $1,094,996 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,437 | BOYAmt |
| EOY | $54,988 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,074 | BOYAmt |
| EOY | $375,266 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $99,495,972 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $53,095,430 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,433,758 | BOYAmt |
| EOY | $46,400,542 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,977,795 | BOYAmt |
| EOY | $6,414,441 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,862,480 | BOYAmt |
| EOY | $5,786,377 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,428 | BOYAmt |
| EOY | $101,017 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,079,640 | BOYAmt |
| EOY | $64,329,444 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,966,856 | BOYAmt |
| EOY | $3,136,518 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,667,404 | BOYAmt |
| EOY | $23,421,642 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $793,521 | BOYAmt |
| EOY | $941,695 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,427,781 | BOYAmt |
| EOY | $27,499,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,651,859 | BOYAmt |
| EOY | $36,829,589 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,651,859 | BOYAmt |
| EOY | $36,829,589 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,079,640 | BOYAmt |
| EOY | $64,329,444 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,759,610 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$581,880 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $944,547 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $379,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,000,000 | CurrentTaxYearAmt |
| Total | $8,324,857 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,485,483 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,891,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,802,072 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,286,784 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,764,746 | CurrentTaxYearAmt |
| Total | $117,230,697 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,486,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,891,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,746,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,665,867 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,764,746 | CurrentTaxYearAmt |
| Total | $125,555,554 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $125,555,554 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $377,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $511,559 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $393,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $228,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $219,880 | CurrentTaxYearAmt |
| Total | $1,731,198 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $377,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $511,559 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $393,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $228,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $219,880 | CurrentTaxYearAmt |
| Total | $1,731,198 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,863,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,403,171 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,140,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,894,568 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,984,626 | CurrentTaxYearAmt |
| Total | $127,286,752 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98640 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98570 | PublicSupportPY509Pct |
| Investment Income CY | 0.01360 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01430 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,815,934 | OtherCostOrOtherBasisAmt |
| Book Value | $4,815,934 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,931,484 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,245,448 | DepreciationAmt |
| Book Value | $22,686,036 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,311,734 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,875,389 | DepreciationAmt |
| Book Value | $436,345 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $741,865 | OtherCostOrOtherBasisAmt |
| Depreciation | $658,060 | DepreciationAmt |
| Book Value | $83,805 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,694,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,316,533 | DepreciationAmt |
| Book Value | $18,378,422 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $46,400,542 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MLR ESCROW | $5,142,757 | F |
| 457B TRUST | $643,620 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,786,377 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ADMISSION FEES PAYABLE | $500,000 |
| APARTMENT DEPOSITS PAYABLE | $371,140 |
| LEASE LIABILITIES | $78,145 |
| DUE FROM ENDOWMENT - GOOD NEIGHBOR FDN | -$7,590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $941,695 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,995,660 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$581,880 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$2,345,336 | OtherRevenueAmt |
| Revenue Not Reported | -$2,927,216 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,922,876 | RevenueSubtotalAmt |
| Other Revenues Not Included | $6,984,012 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,984,012 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,906,888 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,165,416 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $18,139 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $18,139 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,147,277 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,147,278 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | BAY VILLAGE AND THE ENDOWMENT TRUST HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ENDOWMENT FUND IS CLASSIFIED AS A SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3). INCOME EARNED IN FURTHERANCE OF BAY VILLAGE AND THE ENDOWMENT TRUST'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE ORGANIZATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE COMBINED FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS REPORTED ON BAY VILLAGE ENDOWMENT FUND EIN 59-1958932 -2,345,336. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RELATED ORGANIZATION GRANT ELIMINATED FOR AUDIT 7,000,000. RENTAL EXPENSES NETTED AGAINST 990 REVENUE -15,989. ROUNDING 1. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS REPORTED ON BAY VILLAGE ENDOWMENT TRUST EIN 59-1958932 2,150. RENTAL EXPENSES NETTED AGAINST 990 REVENUE 15,989. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING 1. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC NICHOLS | ||||||||||||||
| PRESIDENT & CEO | $321,524 | $0 | $0 | $0 | $1,618 | $0 | $11,933 | $0 | $8,094 | $0 | $343,169 | $0 | $0 | $0 |
| CHRISTINA R WIZBA | ||||||||||||||
| CFO | $250,231 | $0 | $0 | $0 | $18,141 | $0 | $10,007 | $0 | $8,094 | $0 | $286,473 | $0 | $0 | $0 |
| JENNIFER GRIMES | ||||||||||||||
| COO | $166,834 | $0 | $0 | $0 | $4,008 | $0 | $0 | $0 | $8,094 | $0 | $178,936 | $0 | $0 | $0 |
| LAURA PITCHER | ||||||||||||||
| MARKETING DIRECTOR | $140,873 | $0 | $0 | $0 | $0 | $0 | $5,694 | $0 | $8,094 | $0 | $154,661 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6, VOLUNTEERS | BAY VILLAGE RESIDENT VOLUNTEERS PARTICIPATE IN MANY CAPACITIES - AS RESIDENT COUNCIL MEMBERS, AS FLOOR REPRESENTATIVES TO WELCOME NEW RESIDENTS, OPERATING THE LIBRARY, MARKETPLACE, AND RESALE SHOP, OR ASSISTING IN BINGO AND OTHER RESIDENT ENRICHMENT PROGRAMS. VOLUNTEERS ALSO SERVE ON MANY RESIDENT COMMITTEES, SUCH AS ENTERTAINMENT, SPIRITUAL CARE, BUILDING & GROUNDS, AND DINING. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE ORGANIZATION ARE COMPRISED OF PERSONS AT LEAST 18 YEARS OR OLDER WHO ARE GOOD STANDING MEMBERS OF PINE SHORES PRESBYTERIAN CHURCH IN SARASOTA, FLORIDA. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE CORPORATION (ALL PERSONS AT LEAST 18 YEARS OLD AND WHO ARE GOOD STANDING MEMBERS OF PINE SHORES PRESBYTERIAN CHURCH, SARASOTA, FLORIDA) ELECT THE BAY VILLAGE BOARD OF DIRECTORS ANNUALLY. A MAJORITY OF THE BOARD SHALL BE MEMBERS. EACH MEMBER IS ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS OF BAY VILLAGE. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY CHANGES TO THE BYLAWS OF BAY VILLAGE OF SARASOTA, INC. MUST BE APPROVED BY THE MEMBERS OF THE CORPORATION, AS DEFINED IN PART VI, SECTION A, LINE 6. ALSO, THE MEMBERS APPROVE THE BAY VILLAGE BOARD OF DIRECTORS ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 11B | BOARD MEMBERS ARE NOTIFIED THAT A DRAFT FORM 990 IS AVAILABLE FOR THEIR REVIEW AND OFFERED PAPER OR PDF COPIES UPON REQUEST. QUESTIONS AND COMMENTS ARE INVITED IN ADVANCE OF FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICTS ARE REVIEWED ON AN ANNUAL BASIS. EACH BOARD MEMBER IS ASKED TO REVIEW AND SIGN A DISCLOSURE FORM FOR ANY CONFLICTS OF INTEREST. A LIST OF CONFLICTS IS MAINTAINED AND UPDATED AS NEEDED. MEMBERS WITH CONFLICTS ARE REQUIRED TO ABSTAIN FROM VOTING ON MATTERS WHERE THE CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A: THE PRESIDENT/CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY, MOST RECENTLY IN APRIL 2022. THE BOARD'S COMPENSATION REVIEW INCLUDES EVALUATION OF THE PRESIDENT/CEO'S PERFORMANCE AND COMPENSATION BASED ON HIS EMPLOYMENT CONTRACT, ACHIEVEMENT OF ANNUAL GOALS, AND COMPARISON WITH INDUSTRY COMPENSATION SURVEYS. LINE 15B: THE PRESIDENT/CEO SETS THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES WITHIN THE POLICIES AND SALARY SCALES AS ESTABLISHED BY THE BOARD OF DIRECTORS. OTHER OFFICERS AND KEY EMPLOYEE COMPENSATION IS REVIEWED ANNUALLY, MOST RECENTLY IN 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XII, LINE 2C, AUDIT REVIEW PROCESS | THERE WERE NO CURRENT YEAR CHANGES TO THE AUDIT OVERSIGHT PROCESS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BAY VILLAGE ENDOWMENT FUND | ||||||||||
| 8400 VAMO ROAD | SARASOTA | FL | 34231 | 591958932 | PROVIDE FUNDS AND FINANCIAL ASSISTANCE FOR BAY VILLAGE SARASOTA, INC. | FL | 501(C)(3) | LINE 12A, I | N/A | 0 |
| THE PINE SHORES PRESBYTERIAN CHURCH | ||||||||||
| 6135 BEECHWOOD AVENUE | SARASOTA | FL | 34231 | 590794839 | CHURCH | FL | 501(C)(3) | LINE 1 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |