ACTS COMMUNITIES OF MARYLAND INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ACTS COMMUNITIES OF MARYLAND INC (EIN 52-1710891)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202113169349305431
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T11:46:33-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521710891 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTEGRACE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 2156618330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 DELAWARE DRIVE | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190342711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN AHERN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2156618330 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | AHERN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GERALD T GRANT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 DELAWARE DRIVE | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190342711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $70,090,409 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACTSRETIREMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF INTEGRACE, INC. IS TO SERVE OLDER ADULTS SIXTY TWO YEARS OF AGE AND OLDER, PROVIDING RETIREMENT-LIFE SERVICES INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, SKILLED NURSING CARE AND COMPLEMENTARY SERVICES; RESPONSIVE TO RESIDENT NEEDS IN A CHRISTIAN MANNER WITHOUT PREJUDICE OR PREFERENCE TO ANY FAITH, IN AN EXPRESSION OF LOVING KINDNESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 865 | TotalEmployeeCnt |
| Total Volunteers | 201 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $550 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,642,878 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,491,250 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,768,405 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,982 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,445,338 | CYInvestmentIncomeAmt |
| PY Other Revenue | $101,147 | PYOtherRevenueAmt |
| CY Other Revenue | $235,532 | CYOtherRevenueAmt |
| PY Total Revenue | $1,610,929 | PYTotalRevenueAmt |
| CY Total Revenue | $48,092,153 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,045 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,182,378 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,221,046 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,378,548 | PYOtherExpensesAmt |
| CY Other Expenses | $25,287,032 | CYOtherExpensesAmt |
| PY Total Expenses | $2,569,926 | PYTotalExpensesAmt |
| CY Total Expenses | $47,525,123 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$958,997 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $567,030 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,387,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $290,100,742 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,317,025 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $276,562,111 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $70,931 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,538,631 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INTEGRACE, INC. IS COMMITTED TO PROVIDING SECURITY AND PEACE OF MIND TO SENIORS BY BEING THE PRE-EMINENT PROVIDER OF RETIREMENT-LIFE SERVICES, RESPONSIVE TO INDIVIDUAL, SOCIAL, PERSONAL, HEALTH AND SPIRITUAL NEEDS IN A CHRISTIAN ATMOSPHERE GRACED WITH LOVING-KINDNESS, DIGNITY, SENSITIVITY, HONESTY, AND RESPECT WITHOUT PREJUDICE OR PREFERENCE. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $40,686,263 | ExpenseAmt |
| Grant | $17,045 | GrantAmt |
| Revenue | $41,768,405 | RevenueAmt |
| Desc | INTEGRACE PROVIDES COMPREHENSIVE LIFE CARE SERVICES TO SENIOR ADULTS AGED 62 AND OLDER THAT INCLUDE INDEPENDENT LIVING HOUSING, DINING AND NUTRITIONAL SERVICES, PASTORAL SERVICES, SECURITY, HOUSEKEEPING, MAINTENANCE SERVICES AND SOCIAL, CULTURAL, EDUCATIONAL, SPIRITUAL AND RECREATIONAL ACTIVITIES. IN ADDITION, WHEN A RESIDENT'S HEALTH CARE NEEDS CHANGE, INTEGRACE OFFERS ASSISTED LIVING AND SKILLED NURSING CARE. ALL PHYSICAL ACCOMMODATIONS AND SERVICES ARE PROVIDED IN ITS CONTINUING CARE RETIREMENT COMMUNITIES UNDER THE TERMS OF A FORMAL LIFECARE AGREEMENT WHICH ALSO ASSURES THAT ASSISTED LIVING AND SKILLED NURSING CARE WILL BE PROVIDED TO RESIDENTS WHEN THEY NEED IT, THEREBY OFFERING FURTHER SECURITY AND PEACE OF MIND. IN 2020, INTEGRACE SERVED, ON AVERAGE, 666 RESIDENTS IN INDEPENDENT LIVING, 118 RESIDENTS IN ASSISTED LIVING, AND 122 RESIDENTS IN SKILLED CARE. | Desc |
| Total Program Service Expenses | $40,686,263 | 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 | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 865 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN AHERN TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2156618330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 DELAWARE DRIVE | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190342711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| GERALD T GRANT | |||||||||
| CHAIRMAN & CEO | 1.00 | 52.00 | Yes (X) | Yes (X) | $0 | $732,307 | $424,909 | ||
| KAREN I CHRISTIANSEN | |||||||||
| PRESIDENT & VICE CHAIRMAN | 0.75 | 52.25 | Yes (X) | Yes (X) | $0 | $526,114 | $182,425 | ||
| JOHN L ESTERHAI JR MD | |||||||||
| DIRECTOR | 0.10 | 4.40 | Yes (X) | $0 | $0 | $0 | |||
| ANNE WEATHERHOLT | |||||||||
| DIRECTOR | 0.10 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARVIN MASHNER | |||||||||
| DIRECTOR | 0.50 | 4.55 | Yes (X) | $0 | $0 | $0 | |||
| RAY L VANHORN | |||||||||
| DIRECTOR | 0.40 | 1.95 | Yes (X) | $0 | $0 | $0 | |||
| DILIP A KULATHUM | |||||||||
| DIRECTOR | 0.25 | 7.25 | Yes (X) | $0 | $0 | $0 | |||
| ELRIC C GERNER | |||||||||
| DIRECTOR | 0.10 | 3.20 | Yes (X) | $0 | $0 | $0 | |||
| LEONARD J HARTWIG | |||||||||
| DIRECTOR | 0.10 | 1.40 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN B ALLMOND | |||||||||
| DIRECTOR | 0.10 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GLENN D FOX | |||||||||
| SECRETARY | 2.00 | 50.25 | Yes (X) | $0 | $419,037 | $25,784 | |||
| JONATHAN D GRANT | |||||||||
| ASSISTANT SECRETARY | 0.10 | 47.50 | Yes (X) | $0 | $316,314 | $20,996 | |||
| RICHARD A WINTER | |||||||||
| TREASURER | 1.00 | 51.25 | Yes (X) | $0 | $334,782 | $25,647 | |||
| SUSAN AHERN | |||||||||
| ASSISTANT TREASURER | 1.00 | 51.25 | Yes (X) | $0 | $244,832 | $27,711 | |||
| RICHARD A CURTIS | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | 5.00 | $0 | $198,825 | $23,425 | Yes (X) | |||
| GEORGE CLEMES | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | 5.00 | $0 | $196,347 | $8,114 | Yes (X) | |||
| SHEILA BIH AKAYA | |||||||||
| RN | 40.00 | 0.00 | $148,196 | $33,494 | $24,138 | Yes (X) | |||
| PHILIP L BURKHOLDER | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | 5.00 | $0 | $171,654 | $12,101 | Yes (X) | |||
| ELIZABETH OMOHUNDRO | |||||||||
| DIRECTOR OF NURSING | 40.00 | 0.00 | $103,026 | $39,210 | $11,683 | Yes (X) | |||
| JONATHAN T HANSEN | |||||||||
| FORMER CFO (UNTIL 3/19) | 0.00 | 0.00 | $107,517 | $0 | $0 | Yes (X) | |||
| JACYLN HARRIS | |||||||||
| FORMER PRESIDENT (UNTIL 3/19) | 0.00 | 0.00 | $115,904 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $474,643 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,212,916 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $786,933 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| UNIDINE CORPORATION | |||||
| PO BOX 102289 | ATLANTA | GA | 303682289 | DINING SERVICES | $3,684,206 |
| KRICK PLUMBING | |||||
| 5011 46TH AVE | HYATTSVILLE | MD | 20781 | PLUMBING | $804,840 |
| REMEDI SENIORCARE OF MARYLAND | |||||
| PO BOX 75731 | BALTIMORE | MD | 21275 | REHAB/COMPANION CARE | $638,356 |
| FUNCTIONAL PATHWAYS OF TENNEESSEE | |||||
| 10133 SHERRILL BLVD STE 200 | KNOXVILLE | TN | 37932 | THERAPY SERVICES | $477,192 |
| JEFFREY D ECKARDT | |||||
| 11525 DAM NUMBER 5 ROAD | CLEAR SPRING | MD | 21722 | GENERAL CONTRACTOR | $431,598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 26 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,601,240 | GovernmentGrantsAmt |
| All Other Contributions | $1,041,638 | AllOtherContributionsAmt |
| Total Contributions | $3,642,878 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MONTHLY FEES | 623000 | $18,746,657 | $18,746,657 |
| MEDICAL SERVICE REVENUE | 623000 | $10,347,763 | $10,347,763 |
| MEDICARE & MEDICAID | 623000 | $6,312,474 | $6,312,474 |
| ENTRANCE FEE AMORTIZATION | 623000 | $5,485,799 | $5,485,799 |
| MANAGEMENT FEE INCOME | 511120 | $471,714 | $471,714 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $403,998 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $403,998 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,768,405 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,557,106 | TotalRevenueColumnAmt |
| Exclusion | $1,557,106 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,134 | TotalRevenueColumnAmt |
| Exclusion | $61,134 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $64,437 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,525 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $44,912 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,912 | TotalRevenueColumnAmt |
| Exclusion | $44,912 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,805,829 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,978,731 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $827,098 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $827,098 | TotalRevenueColumnAmt |
| Exclusion | $827,098 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| APARTMENT MODIFICATION | 900099 | $123,219 | $123,219 |
| CAFE, CATERING, VENDING INCOME | 722514 | $51,088 | $51,088 |
| GIFT SHOP | 900099 | $11,661 | $11,661 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,652 | TotalRevenueColumnAmt |
| Exclusion | $4,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $190,620 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,092,153 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,768,405 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,680,870 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,045 | TotalAmt |
| Program Services | $17,045 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,529,094 | TotalAmt |
| Program Services | $17,470,415 | ProgramServicesAmt |
| Management And General | $1,058,679 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,721 | TotalAmt |
| Program Services | $396,721 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,958,083 | TotalAmt |
| Program Services | $1,598,799 | ProgramServicesAmt |
| Management And General | $359,284 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,337,148 | TotalAmt |
| Program Services | $1,255,374 | ProgramServicesAmt |
| Management And General | $81,774 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,509 | TotalAmt |
| Management And General | $27,509 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,915 | TotalAmt |
| Management And General | $198,915 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,292 | TotalAmt |
| Management And General | $10,292 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,814,250 | TotalAmt |
| Program Services | $3,795,305 | ProgramServicesAmt |
| Management And General | $18,945 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,164 | TotalAmt |
| Management And General | $415,164 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,828,092 | TotalAmt |
| Program Services | $1,396,198 | ProgramServicesAmt |
| Management And General | $431,894 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,874 | TotalAmt |
| Program Services | $531 | ProgramServicesAmt |
| Management And General | $323,343 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,242,883 | TotalAmt |
| Program Services | $3,210,814 | ProgramServicesAmt |
| Management And General | $32,069 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,304 | TotalAmt |
| Program Services | $69,947 | ProgramServicesAmt |
| Management And General | $3,357 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,269,764 | TotalAmt |
| Program Services | $3,269,764 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,095,444 | TotalAmt |
| Program Services | $3,006,847 | ProgramServicesAmt |
| Management And General | $88,597 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,060,392 | TotalAmt |
| Program Services | $1,060,392 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| MANAGEMENT SERVICES | $3,321,900 | $3,321,900 | |
| FOOD EXPENSE | $2,271,871 | $17,045 | $2,254,826 |
| MEDICAL SUPPLIES | $856,072 | $856,072 | |
| BAD DEBT | $423,834 | $423,834 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,053,472 | TotalAmt |
| Program Services | $603,379 | ProgramServicesAmt |
| Management And General | $450,093 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,525,123 | TotalAmt |
| Program Services | $40,686,263 | ProgramServicesAmt |
| Management And General | $6,838,860 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,758 | BOYAmt |
| EOY | $6,144 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,449 | BOYAmt |
| EOY | $11,496,713 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,260 | BOYAmt |
| EOY | $6,417,625 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,071 | BOYAmt |
| EOY | $1,332,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $140,291,266 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,731,759 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,526,083 | BOYAmt |
| EOY | $133,559,507 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,627,801 | BOYAmt |
| EOY | $54,392,178 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,288,849 | BOYAmt |
| EOY | $81,987,085 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,768,685 | BOYAmt |
| EOY | $909,298 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,387,956 | BOYAmt |
| EOY | $290,100,742 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,586 | BOYAmt |
| EOY | $11,735,232 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $135,970,879 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $107,600,469 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,000 | BOYAmt |
| EOY | $14,313,974 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,508,439 | BOYAmt |
| EOY | $6,941,557 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,317,025 | BOYAmt |
| EOY | $276,562,111 | 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 | -$1,058,816 | BOYAmt |
| EOY | -$1,130,343 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,129,747 | BOYAmt |
| EOY | $14,668,974 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,931 | BOYAmt |
| EOY | $13,538,631 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,387,956 | BOYAmt |
| EOY | $290,100,742 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $567,030 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,438,078 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $42 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $10,462,550 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $50,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,041,638 | CurrentTaxYearAmt |
| Total | $1,134,073 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,196,547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,102,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,409,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,491,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,768,405 | CurrentTaxYearAmt |
| Total | $61,967,754 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,246,614 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,125,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,428,207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,491,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,810,043 | CurrentTaxYearAmt |
| Total | $63,101,827 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $408 | CurrentTaxYearMinus3YearsAmt |
| Total | $908 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $408 | CurrentTaxYearMinus3YearsAmt |
| Total | $908 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $63,100,919 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,590 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,558 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,682,677 | CurrentTaxYearAmt |
| Total | $1,809,995 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,590 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,558 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,682,677 | CurrentTaxYearAmt |
| Total | $1,809,995 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,424 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,898 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,147 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $190,620 | CurrentTaxYearAmt |
| Total | $517,426 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,366,628 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,240,072 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,533,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,606,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,683,340 | CurrentTaxYearAmt |
| Total | $65,429,248 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96440 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97920 | PublicSupportPY509Pct |
| Investment Income CY | 0.02770 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00620 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE - 2016 AMOUNT: $ 4,115. 2017 AMOUNT: $ 334. 2019 AMOUNT: $ 1,295. CREDIT CARD REBATE - 2016 AMOUNT: $ 75,309. 2017 AMOUNT: $ 75,180. 2018 AMOUNT: $ 67,337. 2019 AMOUNT: $ 57,487. FUNDRAISING NON-CHARITABLE GROSS RECEIPTS - 2018 AMOUNT: $ 4,000. CANNON LEASE BUYOUT - 2017 AMOUNT: $ 5,384. BGE GAS CREDIT - 2019 AMOUNT: $ 36,365. APARTMENT MODIFICATION - 2020 AMOUNT: $ 123,219. COPIER CHARGES - 2020 AMOUNT: $ 165. DISCOUNTS EARNED - 2020 AMOUNT: $ 4,487. GIFT SHOP - 2020 AMOUNT: $ 11,661. CAFE CATERING VENDING INCOME - 2020 AMOUNT: $ 51,088. | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Additions During Year | $324,467 | AdditionsDuringYearAmt |
| Distributions During Year | $304,545 | DistributionsDuringYearAmt |
| Ending Balance | $19,922 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $395,768 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $51,044 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $51,044 | OtherExpendituresAmt |
| End Year Balance | $395,768 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $478,999 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$83,231 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $395,768 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $637,429 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | -$139,978 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,952 | OtherExpendituresAmt |
| End Year Balance | $478,999 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $659,801 | BeginningYearBalanceAmt |
| Contributions | $1 | ContributionsAmt |
| Investment Earnings Or Losses | $63,239 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $85,612 | OtherExpendituresAmt |
| End Year Balance | $637,429 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $682,077 | BeginningYearBalanceAmt |
| Contributions | $3,195 | ContributionsAmt |
| Investment Earnings Or Losses | $49,327 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $74,798 | OtherExpendituresAmt |
| End Year Balance | $659,801 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,710,000 | OtherCostOrOtherBasisAmt |
| Book Value | $24,710,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $107,702,071 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,548,829 | DepreciationAmt |
| Book Value | $102,153,242 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,989,535 | OtherCostOrOtherBasisAmt |
| Depreciation | $297,953 | DepreciationAmt |
| Book Value | $2,691,582 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,889,660 | OtherCostOrOtherBasisAmt |
| Depreciation | $884,977 | DepreciationAmt |
| Book Value | $4,004,683 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $133,559,507 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATED ORGANIZATIONS | $6,623,253 |
| ENTRANCE FEE DEPOSITS | $273,360 |
| GIFT ANNUITY LIABILITY | $44,944 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,941,557 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | THE CONSERVATION EASEMENT IS OF MINIMAL ACREAGE AND SUBSEQUENTLY IS NOT VALUED FOR INCLUSION IN THE FINANCIAL STATEMENTS. |
| PART IV, LINE 1B: | THE ORGANIZATION ASSISTS RESIDENTS WHO CAN NO LONGER UNDERTAKE THEIR OWN FINANCES BY PROVIDING THEM WITH BANK ACCOUNTS OVER WHICH THE ORGANIZATION PRESIDES AS CUSTODIAN. THE AMOUNTS ARE IMMATERIAL TO INCLUSION IN THE FINANCIAL STATEMENTS. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS FOR INTEGRACE, INC. ARE USED TO REIMBURSE EMPLOYEES FOR CONTINUING EDUCATION, RESIDENT ASSISTANCE AND COMMUNITY ENRICHMENT. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS OFFERED TO CULINARY EMPLOYEES TO FURTHER THEIR EDUCATION | GrantTypeTxt |
| Recipient | 11 | RecipientCnt |
| Cash Grant | $17,045 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE AVAILABLE TO CULINARY AND NUTRITION SERVICE EMPLOYEES WHO MEET CERTAIN CRITERIA. FOR ELIGIBILITY, EMPLOYEES MUST WORK UNDER 40 HOURS PER PAY PERIOD, ARE NOT BENEFIT ELIGIBLE, AND MUST WORK A MINIMUM NUMBER OF HOURS DURING A 16 WEEK PERIOD, OFFERED TWO TIMES A YEAR, JANUARY THROUGH MAY AND AUGUST THROUGH NOVEMBER. EMPLOYEES MEETING ALL REQUIREMENTS ARE GRANTED A VOUCHER GOOD FOR $300 TO $500 EACH DURING 2020 THAT CAN BE USED TO FORWARD THEIR EDUCATION. VOUCHERS ARE PRESENTED TO THE EDUCATIONAL INSTITUTION BY THE SCHOLARSHIP RECIPIENT. INTEGRACE, INC. REIMBURSES THE EDUCATIONAL INSTITUTION UPON RECEIPT OF ORIGINAL VOUCHER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GERALD T GRANT | ||||||||||||||
| CHAIRMAN & CEO | $0 | $568,087 | $0 | $164,220 | $0 | $0 | $0 | $410,477 | $0 | $14,432 | $0 | $1,157,216 | $0 | $0 |
| KAREN I CHRISTIANSEN | ||||||||||||||
| PRESIDENT & VICE CHAIRMAN | $0 | $422,821 | $0 | $103,293 | $0 | $0 | $0 | $164,566 | $0 | $17,859 | $0 | $708,539 | $0 | $0 |
| GLENN D FOX | ||||||||||||||
| SECRETARY | $0 | $342,840 | $0 | $76,197 | $0 | $0 | $0 | $11,400 | $0 | $14,384 | $0 | $444,821 | $0 | $0 |
| RICHARD A WINTER | ||||||||||||||
| TREASURER | $0 | $280,359 | $0 | $54,423 | $0 | $0 | $0 | $11,400 | $0 | $14,247 | $0 | $360,429 | $0 | $0 |
| JONATHAN D GRANT | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $255,140 | $0 | $61,174 | $0 | $0 | $0 | $3,246 | $0 | $17,750 | $0 | $337,310 | $0 | $0 |
| SUSAN AHERN | ||||||||||||||
| ASSISTANT TREASURER | $0 | $203,422 | $0 | $41,410 | $0 | $0 | $0 | $10,133 | $0 | $17,578 | $0 | $272,543 | $0 | $0 |
| RICHARD A CURTIS | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $176,876 | $0 | $21,949 | $0 | $0 | $0 | $8,256 | $0 | $15,169 | $0 | $222,250 | $0 | $0 |
| SHEILA BIH AKAYA | ||||||||||||||
| RN | $148,196 | $33,494 | $0 | $0 | $0 | $0 | $6,309 | $1,426 | $12,471 | $3,932 | $166,976 | $38,852 | $0 | $0 |
| GEORGE CLEMES | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $168,041 | $0 | $28,306 | $0 | $0 | $0 | $7,831 | $0 | $283 | $0 | $204,461 | $0 | $0 |
| PHILIP L BURKHOLDER | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $152,273 | $0 | $19,381 | $0 | $0 | $0 | $0 | $0 | $12,101 | $0 | $183,755 | $0 | $0 |
| ELIZABETH OMOHUNDRO | ||||||||||||||
| DIRECTOR OF NURSING | $103,026 | $32,499 | $0 | $6,711 | $0 | $0 | $3,685 | $1,403 | $5,019 | $1,576 | $111,730 | $42,189 | $0 | $0 |
| JACYLN HARRIS | ||||||||||||||
| FORMER PRESIDENT (UNTIL 3/19) | $0 | $0 | $0 | $0 | $115,904 | $0 | $0 | $0 | $0 | $0 | $115,904 | $0 | $0 | $0 |
| JONATHAN T HANSEN | ||||||||||||||
| FORMER CFO (UNTIL 3/19) | $0 | $0 | $0 | $0 | $107,517 | $0 | $0 | $0 | $0 | $0 | $107,517 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | IT HAS BEEN THE PRACTICE OF THE MANAGEMENT COMPANY, ACTS MANAGEMENT SERVICES, INC., TO UTILIZE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM THE COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2020, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATING EFFECTIVENESS, AND IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSATION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION ARE GENERALLY FOCUSED AT THE LEVELS FROM THE MEDIAN UP TO THE SEVENTY-FIFTH PERCENTILE AS IDENTIFIED IN THE STUDY. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT & CEO ARE DETERMINED BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS APPOINTED BY THE CHAIRMAN AND ARE BASED ON THE FINDINGS OF THE MOST RECENT STUDY AND A REVIEW OF PERFORMANCE COMPARED AGAINST OBJECTIVE CRITERIA.THIS DETERMINATION IS REPORTED TO AND APPROVED BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN WRITING BY THE BOARD CHAIR. SIMILARLY, COMPENSATION ADJUSTMENTS FOR THE MOST SENIOR MEMBERS OF MANAGEMENT REFLECT STUDY FINDINGS AND PERFORMANCE MEASUREMENT AGAINST SPECIFIED CRITERIA AND ARE DETERMINED BY THE CEO AND REVIEWED WITH THE BOARD CHAIR. |
| PART I, LINES 4A-B | OTHER COMPENSATION FOR KAREN I. CHRISTIANSEN AND GERALD T. GRANT INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNT OF THE CURRENT YEAR ACCRUAL IS $153,166 FOR KAREN I. CHRISTIANSEN (NON-VESTED), AND $399,077 FOR GERALD T. GRANT (NON-VESTED). OTHER COMPENSATION FOR JONATHAN T. HANSEN, FORMER CFO AND JACLYN HARRIS, FORMER PRESIDENT INCLUDES SEVERANCE PAYMENTS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 520936091 | BondIssuerEIN |
| Bond Issued | 2020-02-06 | BondIssuedDt |
| Issue Price | $108,905,793 | IssuePriceAmt |
| Purpose | TO FUND CAPITAL AND REFUND AFFILIATE DEBT (2012ABC, 2013, 2004A, 2004C) | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $108,905,793 | TotalProceedsAmt |
| In Reserve Fund | $362,967 | InReserveFundAmt |
| Capitalized Interest | $1,434,191 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $648,108 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $2,186,564 | CapitalExpendituresAmt |
| Other Spent Proceeds | $75,179,629 | OtherSpentProceedsAmt |
| Unspent | $29,457,301 | UnspentAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, BOND ISSUES: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF PURPOSES (CON'T): (2008A, 2009A, 2009C) | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | EFFECTIVE 3/31/2020, SENIOR LIVING CAMPUSES BAYLEIGH CHASE, INC. (EIN 20-0495182), BUCKINGHAM'S CHOICE, INC. (EIN 52-1929311), AND FAIRHAVEN, INC. (EIN 23-7405177) MERGED INTO INTEGRACE, INC. (EIN 52-1710891) AS OPERATING DIVISIONS. |
| FORM 990, PART III, LINE 3 | UNTIL 3/31/2020, INTEGRACE PROVIDED MANAGEMENT AND ADMINISTRATIVE SERVICES IN THE AREAS OF MARKETING, HUMAN RESOURCES, FINANCE, INFORMATION TECHNOLOGY, FACILITY DEVELOPMENT, FUNDRAISING AND OPERATIONS TO ITS WHOLLY-OWNED SUBSIDIARIES WHICH PROVIDE COMPREHENSIVE LIFE CARE SERVICES TO SENIOR ADULTS AGED 62 AND OLDER THAT INCLUDE INDEPENDENT LIVING HOUSING, DINING AND NUTRITIONAL SERVICES, PASTORAL SERVICES, SECURITY, HOUSEKEEPING, MAINTENANCE SERVICES AND SOCIAL, CULTURAL, EDUCATIONAL, SPIRITUAL AND RECREATIONAL ACTIVITIES. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO TRANSACT SUCH BUSINESS AS SHALL BE NECESSARY FOR THE ADMINISTRATION AND OPERATION OF THE CORPORATION BETWEEN BOARD OF DIRECTORS' MEETINGS SUBJECT TO CERTAIN LIMITS SPECIFIED IN THE BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 3 | ACTS MANAGEMENT SERVICES, INC., AN AFFILIATED ENTITY, PROVIDES MANAGEMENT SERVICES TO INTEGRACE, INC. |
| FORM 990, PART VI, SECTION A, LINE 6 | INTEGRACE, INC. IS A MARYLAND TAX-EXEMPT ORGANIZATION OF WHICH ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC), BECAME THE SOLE MEMBER EFFECTIVE 4/1/2019. |
| FORM 990, PART VI, SECTION A, LINE 7A | ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC), BECAME THE SOLE MEMBER OF INTEGRACE, INC. EFFECTIVE 4/1/2019. AS SOLE MEMBER, ACTS RETIREMENT-LIFE COMMUNITIES, INC. HAS THE RIGHT TO ELECT THE MEMBERS OF THE FILING ORGANIZATION'S BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | ACTS RETIREMENT-LIFE COMMUNITIES, INC., A RELATED PENNSYLVANIA TAX-EXEMPT ORGANIZATION (THROUGH ITS WHOLLY OWNED SUBSIDIARY ACTS ACQUISITION COMPANY, LLC), BECAME THE SOLE MEMBER OF INTEGRACE, INC. EFFECTIVE 4/1/2019. AS SOLE MEMBER, ACTS RETIREMENT-LIFE COMMUNITIES, INC. HAS THE RIGHT TO APPROVE ALL AMENDMENTS OR ALTERATIONS TO THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS BEFORE CHANGES BECOME EFFECTIVE. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER REVIEW BY THE ACTS' CFO, THE FORM 990 IS REVIEWED, BEFORE FILING, BY THE ACTS BOARD OF DIRECTORS' AUDIT AND COMPLIANCE COMMITTEE, WHICH INCLUDES ONE CERTIFIED PUBLIC ACCOUNTANT. THE FORM 990 IS THEN PROVIDED TO THE OTHER MEMBERS OF THE INTEGRACE, INC. GOVERNING BODY BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED ON AN ANNUAL BASIS BY THE ORGANIZATION'S OFFICERS, DIRECTORS AND TRUSTEES. THE OFFICERS AND DIRECTORS REPORT ON ANY FAMILY OR BUSINESS RELATIONSHIPS WITH ANY BOARD MEMBER, OFFICER OR KEY EMPLOYEE OF THE ORGANIZATION AND ITS AFFILIATES. IF ANY FAMILY OR BUSINESS RELATIONSHIPS ARE DISCLOSED, THEY ARE REPORTED ON SCHEDULE L AS APPROPRIATE. IN ADDITION, THE RESPONSES ARE REVIEWED BY THE PRESIDENT & CEO, AND CHAIRMAN OF THE BOARD OF DIRECTORS TO DETERMINE IF CONFLICTS ARE PRESENT AND IF SO, THE EXTENT OF THE CONFLICT. FOR CONFLICTS THAT ARISE, THE OFFICER, DIRECTOR OR TRUSTEE MUST RECUSE THEMSELVES FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS THAT INVOLVE THE DETERMINED CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | IT HAS BEEN THE PRACTICE OF THE MANAGEMENT COMPANY, ACTS MANAGEMENT SERVICES, INC., TO UTILIZE AN INDEPENDENT COMPENSATION CONSULTANT ON AN APPROXIMATELY BIENNIAL BASIS FOR THE PURPOSE OF REVIEWING THE COMPENSATION PROGRAM FOR THE ORGANIZATION'S TOP MANAGEMENT POSITIONS, RANGING FROM THE COMMUNITY MANAGERS UP TO THE CEO. THE STUDY, THE LATEST VERSION OF WHICH WAS COMPLETED IN 2020, INCLUDES COMPARISON OF NOT-FOR-PROFIT AND FOR-PROFIT COMPETITORS, OPERATING EFFECTIVENESS, AND IDENTIFICATION OF INDUSTRY SPECIFIC TRENDS OR PRACTICES IN COMPENSATION OR RECRUITMENT/EMPLOYMENT. MEASUREMENT AND ACTION ARE GENERALLY FOCUSED AT THE LEVELS FROM THE MEDIAN UP TO THE SEVENTY-FIFTH PERCENTILE AS IDENTIFIED IN THE STUDY. COMPENSATION ADJUSTMENTS FOR THE PRESIDENT & CEO ARE DETERMINED BY A COMMITTEE OF INDEPENDENT BOARD MEMBERS APPOINTED BY THE CHAIRMAN AND ARE BASED ON THE FINDINGS OF THE MOST RECENT STUDY AND A REVIEW OF PERFORMANCE COMPARED AGAINST OBJECTIVE CRITERIA.THIS DETERMINATION IS REPORTED TO AND APPROVED BY THE BOARD OF DIRECTORS AND IS DOCUMENTED IN WRITING BY THE BOARD CHAIR. SIMILARLY, COMPENSATION ADJUSTMENTS FOR THE MOST SENIOR MEMBERS OF MANAGEMENT REFLECT STUDY FINDINGS AND PERFORMANCE MEASUREMENT AGAINST SPECIFIED CRITERIA AND ARE DETERMINED BY THE CEO AND REVIEWED WITH THE BOARD CHAIR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE FILED WITH NUMEROUS REGULATORY AUTHORITIES AND THEREFORE, ARE AVAILABLE TO THE PUBLIC. IN ADDITION, UPON RECEIPT OF A REQUEST AND ITS REVIEW, THE ORGANIZATION WILL MAKE AVAILABLE SUCH DOCUMENTS, AS DEEMED APPROPRIATE. AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. CERTAIN FINANCIAL STATEMENTS, SUCH AS ANNUAL REPORTS AND QUARTERLY REPORTS, ARE POSTED TO THE ORGANIZATION'S WEBSITE AND ARE ALSO AVAILABLE AT EACH OF THE ORGANIZATION'S COMMUNITIES. IN ADDITION, FINANCIAL INFORMATION IS INCLUDED IN THE DISCLOSURE PACKAGES THAT ARE PROVIDED TO PROSPECTIVE RESIDENTS AND MADE AVAILABLE TO THE PUBLIC. CERTAIN OTHER FINANCIAL STATEMENTS ARE ALSO PROVIDED UPON REQUEST. |
| FORM 990, PART VII, COMPENSATION OF OFFICERS* | OTHER COMPENSATION INCLUDES ACCRUALS FOR A DEFERRED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR KAREN I. CHRISTIANSEN (NON-VESTED) AND GERALD T. GRANT (NON-VESTED). |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST AGREEMENT 5,011. TRANSFER OF NET ASSETS FROM FAIRHAVEN, INC. UPON MERGER ON 3/31/20 8,979,832. TRANSFER OF NET ASSETS FROM BUCKINGHAMS CHOICE, INC. UPON MERGER ON 3/31/20 3,138,882. TRANSFER OF NET ASSETS FROM BAYLEIGH CHASE, INC. UPON MERGER ON 3/31/20 -1,359,447. TRANSFER OF NET ASSETS FROM INTEGRACE HEALTH, INC. UPON MERGER ON 3/31/20 -301,728. |
| FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING | THE PROCESS FOR THE PARENT ORGANIZATION'S AUDIT AND COMPLIANCE COMMITTEE OVERSIGHT OF THE ANNUAL AUDIT OF ITS FINANCIAL STATEMENTS AND THOSE OF ITS AFFILIATES HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COPPER RIDGE INC | |||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 521750659 | LONG-TERM CARE FACILITY | MD | 501(C)(3) | LINE 10 | INTEGRACE INC | Yes (1) | |
| INTEGRACE HEALTH INC | |||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 521234495 | OUTPATIENT MEDICAL SERVICES | MD | 501(C)(3) | LINE 10 | INTEGRACE INC | Yes (1) | |
| FAIRHAVEN INC | |||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 237405177 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | INTEGRACE INC | Yes (1) | |
| BAYLEIGH CHASE INC | |||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 200495182 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | INTEGRACE INC | Yes (1) | |
| BUCKINGHAM'S CHOICE INC | |||||||||||
| 420 DELAWARE DRIVE | FORT WASHINGTON | PA | 190342711 | 521929311 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | INTEGRACE INC | Yes (1) | |
| ACTS RETIREMENT-LIFE COMMUNITIES INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 231900132 | OWNS AND OPERATES CONTINUING CARE REITREMENT COMMUNITIES | PA | 501(C)(3) | LINE 10 | ACTS RETIREMENT SERVICES INC | 0 | |
| ACTS RETIREMENT SERVICES INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 264573260 | SUPPORTING ORGANIZATION | PA | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| ACTS SIGNATURE COMMUNITY SERVICES INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 264573131 | HOSPICE, HOME HEALTH AND PRIMARY CARE SERVICES | PA | 501(C)(3) | LINE 10 | ACTS RETIREMENT SERVICES INC | 0 | |
| ACTS MANAGEMENT SERVICES INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 264573412 | CENTRALIZED MANAGEMENT AND DEVELOPMENT SERVICES | PA | 501(C)(3) | LINE 12B, II | ACTS RETIREMENT SERVICES INC | 0 | |
| ACTS LEGACY FOUNDATION INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 912161987 | FUNDRAISING | DE | 501(C)(3) | LINE 12A, I | ACTS RETIREMENT SERVICES INC | 0 | |
| THE EVERGREENS | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 210634485 | CONTINUING CARE RETIREMENT COMMUNITY | NJ | 501(C)(3) | LINE 10 | ACTS ACQUISITION COMPANY LLC | 0 | |
| PRESBYTERIAN RETIREMENT CORPORATION INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 630770753 | CONTINUING CARE RETIREMENT COMMUNITY | AL | 501(C)(3) | LINE 10 | ACTS ACQUISITION COMPANY LLC | 0 | |
| HERON POINT OF CHESTERTOWN INC | |||||||||||
| 420 DELAWARE DR | FORT WASHINGTON | PA | 190342711 | 521530598 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | ACTS ACQUISITION COMPANY LLC | 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| COPPER RIDGE INC | ||
| R | $3,977,949 | COST |
| BAYLEIGH CHASE INC | ||
| S | $1,359,447 | COST |
| INTEGRACE HEALTH INC | ||
| S | $301,728 | COST |
| BUCKINGHAM'S CHOICE INC | ||
| S | $3,138,882 | COST |
| FAIRHAVEN INC | ||
| S | $8,979,832 | COST |
| COPPER RIDGE INC | ||
| K | $222,246 | COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II: | FormAndLineReferenceDesc |
| Explanation | BAYLEIGH CHASE, INC. WAS A RELATED TAX-EXEMPT ORGANIZATION THROUGH 3/30/2020. ON 3/31/2020, BAYLEIGH CHASE, INC. WAS MERGED INTO INTEGRACE, INC. AS AN OPERATING DIVISION. BUCKINGHAM'S CHOICE, INC. WAS A RELATED TAX-EXEMPT ORGANIZATION THROUGH 3/30/2020. ON 3/31/2020, BUCKINGHAM'S CHOICE, INC. WAS MERGED INTO INTEGRACE, INC. AS AN OPERATING DIVISION. FAIRHAVEN, INC. WAS A RELATED TAX-EXEMPT ORGANIZATION THROUGH 3/30/2020. ON 3/31/2020, FAIRHAVEN, INC. WAS MERGED INTO INTEGRACE, INC. AS AN OPERATING DIVISION. INTEGRACE HEALTH, INC. WAS A RELATED TAX-EXEMPT ORGANIZATION THROUGH 3/30/2020. ON 3/31/2020, INTEGRACE HEALTH, INC. DISSOLVED. | ExplanationTxt |