EAGLES TRACE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EAGLES TRACE INC (EIN 03-0498683)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-29
- IRS object ID
- 202022739349300602
- Schema version
- 2019v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-29T07:10:55-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE STE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030498683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAGLE'S TRACE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAGL | BusinessNameControlTxt |
| Phone | 2812497000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14703 EAGLE VISTA DRIVE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EILEEN ERSTAD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2812497000 | PhoneNum |
| Signature | 2020-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY CPA | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.213.141.28 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-18 | IPDt |
| IP Tm | 09:57:23 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4EE6A31F760B3C5EA0809148B0E883CC4242B14C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHELLE BOHREER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14703 EAGLE VISTA DRIVE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,894,696 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NATIONALSENIORCAMPUSES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE A HOME FOR SENIORS THAT SATISFIES THEIR THREE PRIMARY NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 640 | TotalEmployeeCnt |
| Total Volunteers | 153 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $346,159 | PYContributionsGrantsAmt |
| CY Contributions Grants | $674,004 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,313,021 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,263,543 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,788,955 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,811,525 | CYInvestmentIncomeAmt |
| PY Other Revenue | $148,013 | PYOtherRevenueAmt |
| CY Other Revenue | $145,624 | CYOtherRevenueAmt |
| PY Total Revenue | $42,596,148 | PYTotalRevenueAmt |
| CY Total Revenue | $47,894,696 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $58,687 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $55,303 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,789,506 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,249,025 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,481,845 | PYOtherExpensesAmt |
| CY Other Expenses | $32,095,794 | CYOtherExpensesAmt |
| PY Total Expenses | $45,330,038 | PYTotalExpensesAmt |
| CY Total Expenses | $49,400,122 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,733,890 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,505,426 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $273,026,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $276,051,424 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $295,904,657 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $300,490,589 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$22,877,786 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$24,439,165 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO PROVIDE AN ACTIVE AND ENGAGED QUALITY OF LIFE AND A FULL CONTINUUM OF CARE SERVICES FOR SENIORS THROUGH THE ACHIEVEMENT OF EXEMPLARY SERVICES, PROGRAMS AND FACILITIES WHILE MAINTAINING AFFORDABILITY FOR RESIDENTS AND LONG-TERM FINANCIAL STABILITY OF THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $41,004,516 | ExpenseAmt |
| Grant | $55,303 | GrantAmt |
| Revenue | $39,263,543 | RevenueAmt |
| Desc | EAGLE'S TRACE, INC. PROVIDES SERVICES NEEDED BY SENIOR RESIDENTS, WHO RESIDE IN 685 INDEPENDENT LIVING UNITS, 28 ASSISTED LIVING UNITS, 44 SKILLED NURSING BEDS, AND 36 MEMORY CARE UNITS. THE SERVICES WE PROVIDE TO OUR RESIDENTS INCLUDE, BUT ARE NOT LIMITED TO HOUSING, FOOD, MEDICAL, SECURITY AND MAINTENANCE SERVICES, RECREATIONAL AND PASTORAL ACTIVITIES. | Desc |
| Total Program Service Expenses | $41,004,516 | 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 | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | 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 | 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 | Yes (1) | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 640 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONIKA GAJDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4104022311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 MAIDEN CHOICE LANE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 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 |
|---|---|---|---|---|---|---|---|---|
| MICHELLE BOHREER | ||||||||
| PRESIDENT/CHAIR | 0.10 | 27.50 | Yes (X) | Yes (X) | $0 | $142,500 | $0 | |
| GROVER WRENN | ||||||||
| VICE CHAIR (THRU 9/15/19) | 0.50 | 8.00 | Yes (X) | Yes (X) | $0 | $82,813 | $0 | |
| JIM HAYES | ||||||||
| VICE CHAIR | 0.10 | 10.50 | Yes (X) | Yes (X) | $0 | $108,125 | $0 | |
| MARY COLINS | ||||||||
| SECRETARY (BEG 4/1/19) | 0.20 | 12.00 | Yes (X) | Yes (X) | $0 | $126,875 | $0 | |
| EILEEN ERSTAD | ||||||||
| TREASURER | 0.30 | 38.50 | Yes (X) | Yes (X) | $0 | $136,875 | $0 | |
| JIM ANDERS | ||||||||
| DIRECTOR (THRU 1/14/19) | 0.00 | Yes (X) | $0 | $26,563 | $0 | |||
| JACKSON BAIN | ||||||||
| DIRECTOR | 0.10 | 10.50 | Yes (X) | $0 | $101,875 | $0 | ||
| BARBARA BISGAIER | ||||||||
| DIRECTOR | 0.10 | 8.50 | Yes (X) | $0 | $106,563 | $0 | ||
| BRUCE BEARDSLEY | ||||||||
| DIRECTOR (THRU 10/1/19) | 0.50 | 34.50 | Yes (X) | $0 | $151,251 | $0 | ||
| FRED HAAS | ||||||||
| DIRECTOR | 0.20 | 12.00 | Yes (X) | $0 | $84,063 | $0 | ||
| ZINA JACQUE | ||||||||
| DIRECTOR | 0.20 | 15.00 | Yes (X) | $0 | $90,625 | $0 | ||
| CAROLYN MARKEY | ||||||||
| DIRECTOR | 0.20 | 10.00 | Yes (X) | $0 | $75,625 | $0 | ||
| WILLOW PASLEY | ||||||||
| DIRECTOR (THRU 10/11/19) | 0.20 | 8.00 | Yes (X) | $0 | $88,438 | $0 | ||
| STEPHANIE REEL | ||||||||
| DIRECTOR | 0.10 | 6.50 | Yes (X) | $0 | $62,500 | $0 | ||
| MIKE ROSKIEWICZ | ||||||||
| DIRECTOR (BEG 4/1/19) | 1.00 | 16.00 | Yes (X) | $0 | $70,625 | $0 | ||
| ARNIE SPEERT | ||||||||
| DIRECTOR | 0.30 | 12.50 | Yes (X) | $0 | $88,125 | $0 | ||
| JANET MARVIN | ||||||||
| DIRECTOR | 2.60 | Yes (X) | $0 | $12,500 | $0 | |||
| JOHN HALL | ||||||||
| ASSISTANT TREASURER (THRU 5/1/19) | 0.50 | 7.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS RATHMANN | ||||||||
| ASSISTANT TREASURER | 0.50 | 7.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMES WALTER | ||||||||
| ASSISTANT TREASURER (THRU 3/31/19) | 0.50 | 7.50 | Yes (X) | $0 | $0 | $0 | ||
| NEAL GANTERT | ||||||||
| ASSISTANT TREASURER (4/1/19-5/1/19) | 0.50 | 7.50 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN AIGNER | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $220,193 | $0 | $18,431 | |||
| JOSHUA CHANG | ||||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $137,374 | $0 | $14,021 | |||
| SUSY RAMOS | ||||||||
| DIRECTOR NURSING | 40.00 | $131,985 | $0 | $12,199 | Yes (X) | |||
| MARY SCHROEDER | ||||||||
| SALES COUNSELOR | 40.00 | $114,314 | $0 | $4,086 | Yes (X) | |||
| KRISTIN STONEBERG | ||||||||
| ASST ADMINISTRATOR EX CARE | 40.00 | 40.00 | $3,602 | $108,755 | $21,080 | Yes (X) | ||
| MICHELLE ESPIRITU-CAMATO | ||||||||
| REHABILIATION MANAGER | 40.00 | $105,569 | $0 | $24,129 | Yes (X) | |||
| JANET RODE | ||||||||
| WELLNESS MANAGER (RN) | 40.00 | $101,882 | $0 | $3,256 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $814,919 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,664,696 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $97,202 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | 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 |
|---|---|---|---|---|---|
| ERICKSON LIVING MANAGEMENT | |||||
| 701 MAIDEN CHOICE LN | BALTIMORE | MD | 21228 | MANAGEMENT - SEE SCH. O | $6,103,648 |
| JB SUPER PAINTING & CARPET | |||||
| 12810 GRANT CROSS LANE | HOUSTON | TX | 77072 | PAINTING & CARPET | $1,045,671 |
| CLAYPOOLE GROUP LLC | |||||
| 6767 PORTWEST DR STE 100 | HOUSTON | TX | 77024 | CONSTRUCTION | $395,964 |
| TEXAS ECO PAVERS LLC | |||||
| 2202 ELGIN ST | HOUSTON | TX | 77004 | RENOVATIONS | $240,979 |
| WESTCO GROUNDS MAINTENANCE CO INC | |||||
| 12350 TAYLOR ROAD | HOUSTON | TX | 77041 | LANDSCAPING | $215,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $674,004 | AllOtherContributionsAmt |
| Total Contributions | $674,004 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT FEES | 623311 | $33,393,478 | $33,393,478 |
| ANCILLARY FEES | 623311 | $4,337,922 | $4,337,922 |
| RESIDENT DEPOSITS | 623311 | $1,517,593 | $1,517,593 |
| PROCESSING FEES | 623311 | $14,550 | $14,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,263,543 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,811,525 | TotalRevenueColumnAmt |
| Exclusion | $7,811,525 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $145,624 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $145,624 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,624 | TotalRevenueColumnAmt |
| Exclusion | $145,624 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,894,696 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,263,543 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,957,149 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,303 | TotalAmt |
| Program Services | $55,303 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,019 | TotalAmt |
| Management And General | $390,019 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,376,056 | TotalAmt |
| Program Services | $10,653,919 | ProgramServicesAmt |
| Management And General | $2,722,137 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,637 | TotalAmt |
| Program Services | $176,849 | ProgramServicesAmt |
| Management And General | $39,788 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,200,109 | TotalAmt |
| Program Services | $1,660,413 | ProgramServicesAmt |
| Management And General | $539,696 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,066,204 | TotalAmt |
| Program Services | $844,654 | ProgramServicesAmt |
| Management And General | $221,550 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,695,702 | TotalAmt |
| Program Services | $1,695,702 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,393 | TotalAmt |
| Management And General | $112,393 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,511 | TotalAmt |
| Management And General | $55,511 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3 | TotalAmt |
| Management And General | $3 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,699,845 | TotalAmt |
| Program Services | $100,241 | ProgramServicesAmt |
| Management And General | $3,599,604 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,486,939 | TotalAmt |
| Program Services | $2,486,939 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,553,218 | TotalAmt |
| Program Services | $3,009,117 | ProgramServicesAmt |
| Management And General | $544,101 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,320,865 | TotalAmt |
| Program Services | $3,318,332 | ProgramServicesAmt |
| Management And General | $2,533 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,043 | TotalAmt |
| Program Services | $73,119 | ProgramServicesAmt |
| Management And General | $83,924 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,170,026 | TotalAmt |
| Program Services | $11,170,026 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,820,922 | TotalAmt |
| Program Services | $4,820,922 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,268 | TotalAmt |
| Program Services | $363,268 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EQUIPMENT RENTAL | $608,721 | $553,780 | $54,941 |
| RESIDENT RELATIONS | $51,338 | $21,932 | $29,406 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,400,122 | TotalAmt |
| Program Services | $41,004,516 | ProgramServicesAmt |
| Management And General | $8,395,606 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,056 | BOYAmt |
| EOY | $2,056 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,973,660 | BOYAmt |
| EOY | $4,455,005 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,322,016 | BOYAmt |
| EOY | $1,055,546 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,550,960 | BOYAmt |
| EOY | $162,652,299 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,769 | BOYAmt |
| EOY | $67,888 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,480 | BOYAmt |
| EOY | $149,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $131,312,175 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,022,435 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,902,173 | BOYAmt |
| EOY | $105,289,740 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,008,757 | BOYAmt |
| EOY | $2,378,976 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $146 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,026,871 | BOYAmt |
| EOY | $276,051,424 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,329,077 | BOYAmt |
| EOY | $4,446,953 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,800 | BOYAmt |
| EOY | $393,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,021,939 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,006,841 | BOYAmt |
| EOY | $295,650,636 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,904,657 | BOYAmt |
| EOY | $300,490,589 | 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 | -$25,164,444 | BOYAmt |
| EOY | -$27,194,352 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,286,658 | BOYAmt |
| EOY | $2,755,187 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$22,877,786 | BOYAmt |
| EOY | -$24,439,165 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,026,871 | BOYAmt |
| EOY | $276,051,424 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,505,426 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$55,976 | OtherChangesInNetAssetsAmt |
| 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 | $394,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $293,060 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $437,697 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $346,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $674,004 | CurrentTaxYearAmt |
| Total | $2,145,359 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,900,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,685,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,259,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,313,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,263,543 | CurrentTaxYearAmt |
| Total | $157,422,154 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,294,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,978,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,697,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,659,180 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,937,547 | CurrentTaxYearAmt |
| Total | $159,567,513 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $165,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $165,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $150,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,000 | CurrentTaxYearAmt |
| Total | $780,000 | 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 | $165,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $165,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $150,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,000 | CurrentTaxYearAmt |
| Total | $780,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $158,787,513 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,197,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,181,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,482,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,932,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,957,149 | CurrentTaxYearAmt |
| Total | $31,751,683 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,197,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,181,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,482,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,932,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,957,149 | CurrentTaxYearAmt |
| Total | $31,751,683 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,492,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,160,436 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,180,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,591,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,894,696 | CurrentTaxYearAmt |
| Total | $191,319,196 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.83000 | PublicSupportCY509Pct |
| Public Support PY509 | 0.82590 | PublicSupportPY509Pct |
| Investment Income CY | 0.16600 | InvestmentIncomeCYPct |
| Investment Income PY | 0.16950 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $125,141,291 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,543,638 | DepreciationAmt |
| Book Value | $102,597,653 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,461,497 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,363,603 | DepreciationAmt |
| Book Value | $1,097,894 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,709,387 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,115,194 | DepreciationAmt |
| Book Value | $1,594,193 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $105,289,740 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)
| DescDesc | AmtAmt |
|---|---|
| CLAIMS RESERVE | $431,290 |
| RESIDENT DEPOSITS (NET) | $170,866,539 |
| FUNDS HELD FOR RESIDENTS | $623,999 |
| UNCLAIMED PROPERTY | $9,370 |
| RESIDENT REFUNDS PAYABLE | $3,902,459 |
| INTEREST PAYABLE | $913,628 |
| CAPITAL LEASE PAYABLE | $118,795,993 |
| DEFERRED MANAGEMENT FEES | $84,785 |
| MARKETING FEE DEFERRED | $20,491 |
| DEFERRED INTEREST PAYABLE | $2,082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $295,650,636 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,193,876 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $23 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $299,157 | OtherRevenueAmt |
| Revenue Not Reported | $299,180 | RevenueNotReportedAmt |
| Revenue Subtotal | $47,894,696 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $47,894,696 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $49,755,255 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $355,133 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $355,133 | ExpensesNotReportedAmt |
| Expenses Subtotal | $49,400,122 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $49,400,122 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | PROSPECTIVE RESIDENTS ARE REQUIRED TO MAKE CERTAIN INSTALLMENT PAYMENTS PRIOR TO THE FINAL SETTLEMENT OF THE GIVEN UNIT. THOSE ADVANCE DEPOSITS ARE REPORTED ON FORM 990, PART X, LINE 21. |
| PART X, LINE 2: | EAGLE'S TRACE, INC. ("ETH") IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE APPLICABLE STATE INCOME TAX REGULATIONS. EAGLE'S TRACE HOME CARE, LLC ("ETHC") IS A SINGLE MEMBER COMPANY AND HAS ELECTED TO BE DISREGARDED FOR FEDERAL AND STATE INCOME TAX PURPOSES. THE FINANCIAL STATEMENT ACTIVITY OF BOTH ETHC AND THE TALON BAR ARE REFLECTED ON ETH'S BOOKS AND RECORDS. MANAGEMENT HAS EVALUATED ETH'S TAX POSITIONS AND HAS CONCLUDED THAT ETH HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE FROM THE TALON BAR COMPANY 111,689. ADJUSTMENT TO NET ASSETS WITH DONOR RESTRICTIONS 187,468. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES FROM THE TALON BAR COMPANY 128,733. REVERSAL OF PRIOR AMORTIZATION 38,932. ADJUSTMENT TO NET ASSETS WITH DONOR RESTRICTIONS 187,468. |
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 | EDUCATIONAL SCHOLARSHIPS - SEE PART IV | GrantTypeTxt |
| Recipient | 33 | RecipientCnt |
| Cash Grant | $55,303 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | SCHOLAR CANDIDATES MUST BE CURRENTLY EMPLOYED YEAR-ROUND AT EAGLE'S TRACE. ONLY MEDICAL LEAVES OF ABSENCE ARE ALLOWABLE DURING THE TWO YEARS. OTHER REQUESTS FOR A LEAVE OF ABSENCE WILL BE REVIEWED AND DETERMINED CASE BY CASE. A SCHOLAR CANDIDATE MUST HAVE BEEN EMPLOYED BY EAGLE'S TRACE ON OR BEFORE SEPTEMBER 30, OF THE START OF THEIR JUNIOR YEAR IN HIGH SCHOOL. THE CANDIDATE MUST ALSO ACHIEVE 1,000 HOURS OF WORK DURING A TIME SPAN THAT BEGINS NO EARLIER THAN JUNE 1, OF THEIR JUNIOR YEAR OF HIGH SCHOOL (300 OF 1,000 HOURS MUST BE COMPLETED BY THE END OF THEIR JUNIOR YEAR OF HIGH SCHOOL TO QUALIFY). ANY HOURS WORKED PRIOR TO JUNE 1, OF THE START OF THEIR JUNIOR YEAR DO NOT COUNT TOWARDS THE 1,000 HOURS REQUIREMENT. CANDIDATES MUST ACHIEVE THE 1,000 HOUR REQUIREMENT AS WELL AS FULFILL THE TWO-YEAR MINIMUM EMPLOYMENT REQUIREMENT. CANDIDATES MUST BE IN "GOOD STANDING" FROM THEIR ORIGINAL DATE OF HIRE THROUGH THEIR LAST DAY OF WORK. TO MAINTAIN "GOOD STANDING," SCHOLAR CANDIDATES, AS EMPLOYEES, MUST ABIDE BY ALL EMPLOYMENT POLICIES AND PROCEDURES, TO INCLUDE GIVING TWO WEEKS NOTICE TO THEIR SUPERVISOR WHEN TERMINATING EMPLOYMENT. SCHOLAR CANDIDATES MUST COMPLETE EACH STEP AS OUTLINED IN THE PROGRAM DESCRIPTION BY THE RESPECTIVE DUE DATE. FURTHERMORE, CANDIDATES MUST TURN IN PROOF OF FULL-TIME STATUS WITHIN THE DATES SPECIFIED IN THE PROGRAM DESCRIPTION FOR EACH SPRING AND FALL SEMESTER THEY ATTEND SCHOOL. FAILURE TO DO SO WILL DISQUALIFY THE SCHOLAR THAT SEMESTER AND WILL COUNT TOWARDS ONE OF THE TWO ALLOWABLE SEMESTER LAPSES. CANDIDATES SHOULD INTEND TO GO TO COLLEGE OR TRADE SCHOOL AFTER HIGH SCHOOL. SCHOLAR CANDIDATES MUST ATTEND SCHOOL FULL-TIME (12 CREDIT HOURS EACH SEMESTER) AFTER HIGH SCHOOL. SCHOLAR CANDIDATES MUST BE ACCEPTED AND/OR REGISTERED IN THE FALL OF 2019 AT A TRADE SCHOOL, COLLEGE, OR UNIVERSITY TO BENEFIT. (IN EXCEPTIONAL CASES, A SCHOLAR CANDIDATE MAY ARRANGE TO START SCHOOL UP TO TWO SEMESTERS AFTER BEING INDUCTED INTO THE PROGRAM, BUT THEY MUST MAKE ARRANGEMENTS WITH THE RESIDENT LIFE DEPARTMENT. THESE TWO SEMESTERS WILL COUNT AS THE TWO ALLOCABLE SEMESTER LAPSES.) SCHOLARS WHO LAPSE FROM THE PROGRAM FOR MORE THAN A TOTAL OF TWO SEMESTERS AFTER BEING INDUCTED INTO THE PROGRAM ARE NO LONGER ELIGIBLE TO RECEIVE THE AWARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRUCE BEARDSLEY | ||||||||||||||
| DIRECTOR (THRU 10/1/19) | $0 | $142,916 | $0 | $0 | $0 | $8,335 | $0 | $0 | $0 | $0 | $0 | $151,251 | $0 | $0 |
| STEPHEN AIGNER | ||||||||||||||
| EXECUTIVE DIRECTOR | $173,395 | $0 | $44,167 | $0 | $2,631 | $0 | $750 | $0 | $17,681 | $0 | $238,624 | $0 | $0 | $0 |
| JOSHUA CHANG | ||||||||||||||
| DIRECTOR OF FINANCE | $121,668 | $0 | $15,250 | $0 | $456 | $0 | $0 | $0 | $14,021 | $0 | $151,395 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 | THE EMPLOYEES LISTED ON FORM 990, PART VII, SECTION A, LINE 1A RECEIVED A DISCRETIONARY BONUS DURING THE YEAR. |
| FORM 990, SCHEDULE J, PART II | STEPHEN AIGNER AND JOSHUA CHANG ARE LISTED IN SCHEDULE J, PART II AND ARE EMPLOYEES OF ERICKSON LIVING MANAGEMENT, LLC ("ELM"), AN UNRELATED ORGANIZATION TO EAGLE'S TRACE, INC., IN ACCORDANCE WITH THE MANAGEMENT AGREEMENT BETWEEN EAGLE'S TRACE, INC. AND ELM. SEE SCHEDULE O EXPLANATION FOR FORM 990, PART VI, SECTION A, LINE 3. THEREFORE, FOR IRS MATCHING PURPOSES, ELM IS THE ISSUER OF THESE FORMS W-2. UNDER THE MANAGEMENT AGREEMENT, EAGLE'S TRACE, INC. REIMBURSES ELM FOR THE COST OF SERVICES PERFORMED FOR EAGLE'S TRACE, INC. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | IF THERE ARE MATERIAL DIFFERENCES IN VOTING RIGHTS AMONG MEMBERS OF THE GOVERNING BODY, OR IF THE GOVERNING BODY DELEGATED BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE OR SIMILAR COMMITTEE, EXPLAIN IN SCHEDULE O. UNDER THE BYLAWS OF THE ORGANIZATION, THE BOARD HAS DELEGATED AUTHORITY TO AN EXECUTIVE COMMITTEE COMPRISED OF THE ORGANIZATION'S CHAIRMAN, PRESIDENT, SECRETARY AND TREASURER. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ALL OF THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE ORGANIZATION EXCEPT FOR THOSE ACTIONS RESERVED SOLELY TO THE MEMBER OR THE DIRECTORS UNDER THE GENERAL LAWS OF THE STATE OF MARYLAND. FORM 990, PART VI, SECTION A, LINE 1B: ENTER THE NUMBER OF VOTING MEMBERS INCLUDED ON LINE 1A, ABOVE, WHO ARE INDEPENDENT. THE BOARD MEMBERS THAT ARE DEEMED NOT INDEPENDENT ON THE FORM 990 ARE THOSE INDIVIDUALS WHO RECEIVE COMPENSATION AS AN OFFICER OR OTHER EMPLOYEE FROM THE ORGANIZATION OR FROM A RELATED ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 3 | DID THE ORGANIZATION DELEGATE CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, OR TRUSTEES, OR KEY EMPLOYEES TO A MANAGEMENT COMPANY OR OTHER PERSON? EAGLE'S TRACE, INC. ENTERED INTO AN AMENDMENT TO THE EXISTING AMENDED & RESTATED MANAGEMENT AGREEMENT ALREADY IN EFFECT WITH ERICKSON LIVING MANAGEMENT, LLC ("ELM"). THE AMENDMENT WAS EFFECTIVE AS OF MARCH 22, 2018 AND MADE CHANGES TO CERTAIN DEFINED TERMS IN THE AGREEMENT. ELM IS A MARYLAND LIMITED LIABILITY COMPANY WHICH MANAGES LARGE SCALE CONTINUING CARE RETIREMENT COMMUNITIES. THE FOLLOWING OFFICERS ARE LISTED IN PART VII, AS NON-COMPENSATED OFFICERS OF THE FILING ORGANIZATION, JOHN HALL, JAMES WALTER, CHRIS RATHMANN AND NEAL GANTERT. THEIR DUTIES ARE CONSIDERED PERFORMED PRO BONO. STEPHEN AIGNER, EXECUTIVE DIRECTOR AND JOSHUA CHANG, DIRECTOR OF FINANCE ARE LEASED EMPLOYEES FROM THE MANAGEMENT COMPANY. THE FILING ORGANIZATION REIMBURSES THE MANAGEMENT COMPANY FOR THEIR COMPENSATION WHICH IS REPORTED ON FORM 990, PART VII, SECTION A. |
| FORM 990, PART VI, SECTION A, LINE 6 | DID THE ORGANIZATION HAVE MEMBERS OR STOCKHOLDERS? EAGLE'S TRACE, INC.'S SOLE MEMBER IS NATIONAL SENIOR CAMPUSES, INC. ("NSC"). NSC IS A MARYLAND NON-STOCK CORPORATION. NSC IS A "SUPPORTING ORGANIZATION" WITH RESPECT TO EAGLE'S TRACE, AS WELL AS CERTAIN OTHER ORGANIZATIONS SPECIFIED IN ITS GOVERNING DOCUMENTS. AS REQUIRED BY THE REGULATIONS RELATING TO "SUPPORTING ORGANIZATIONS," CERTAIN MEMBERS OF THE BOARD OF DIRECTORS OF NSC WILL ALSO BE MEMBERS OF THE BOARD OF DIRECTORS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | DID THE ORGANIZATION HAVE MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WHO HAD THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY? THE BOARD OF DIRECTORS MAY NOMINATE A SLATE OF CANDIDATES FOR CONSIDERATION BY THE MEMBER, BUT THE MEMBER HAS SOLE DISCRETION TO ELECT DIRECTORS WHETHER OR NOT NOMINATED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | ARE ANY GOVERNANCE DECISIONS OF THE ORGANIZATION RESERVED TO (OR SUBJECT TO APPROVAL BY) MEMBERS, STOCKHOLDERS, OR PERSONS OTHER THAN THE GOVERNING BODY? CERTAIN EXTRAORDINARY ACTIONS OF THE CORPORATION REQUIRE THE APPROVAL OF THE MEMBER UNDER APPLICABLE STATE LAW. UNDER THE ORGANIZATION'S BYLAWS, CERTAIN GOVERNANCE DECISIONS ARE MADE BY THE BOARD WITH THE CONSENT OF THE MEMBER AS SHARED POWERS AND CERTAIN GOVERNANCE DECISIONS ARE RESERVED TO THE MEMBER. SHARED POWERS INCLUDE AMENDMENTS TO ANY OF THE COMMUNITY DOCUMENTS (EXCEPT WHERE IT INVOLVES A RESERVED POWER), APPROVAL OF ALL CONTRACTS WITH OR PAYMENTS TO THE MEMBER OR OTHER RELATED ENTITIES (OTHER THAN GOVERNANCE COSTS OF THE MEMBER), AUTHORIZING THE FILING OF ANY BANKRUPTCY, CHANGES TO SHARED POWERS, A SIGNIFICANT EXPANSION OR NEW LINE OF BUSINESS JUST INVOLVING THE ORGANIZATION, AND SELECTION OF THE MANAGEMENT COMPANY. RESERVED POWERS OF THE MEMBER INCLUDE: APPROVAL OF POLICIES AFFECTING MORE THAN ONE COMMUNITY; SPONSORSHIP OF A NEW COMMUNITY; PAYMENT OF REASONABLE AMOUNTS TO COVER THE MEMBER'S OPERATING COSTS; THE EXECUTION OF JOINT PURCHASE CONTRACTS OR SIMILAR AGREEMENTS ALONG WITH AFFILIATE(S); THE DISPOSITION OR PLEDGE OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS (OTHER THAN A PLEDGE IN CONNECTION WITH AN ASSET OR FINANCING TRANSACTION); COMPENSATION OF OFFICERS, DIRECTORS AND ADVISORY COMMITTEE MEMBERS; AND APPROVAL OF CONTRACTS, AMENDMENTS, ETC. AFFECTING THE ORGANIZATION AND ONE OR MORE RELATED ENTITIES OR THE RESIDENTS OF THEIR COMMUNITIES. |
| FORM 990, PART VI, SECTION B, LINE 11B | HAS THE ORGANIZATION PROVIDED A COMPLETE COPY OF THIS FORM 990 TO ALL MEMBERS OF ITS GOVERNING BODY BEFORE FILING THE FORM? THE CHAIR OF THE AUDIT, INVESTMENT, AND TREASURY COMMITTEE APPOINTS THE REVIEWER OF THE FORM 990. ONCE THAT REVIEW IS COMPLETE, THE FULL BOARD IS GIVEN THE OPPORTUNITY TO REVIEW THE FINAL VERSION OF FORM 990 BEFORE IT IS FILED AND ASK QUESTIONS OF THE REVIEWER REGARDING THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | DID THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY? ALL DIRECTORS, OFFICERS, KEY EMPLOYEES, EMPLOYEES AND VOLUNTEERS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER EAGLE'S TRACE, INC.'S AFFAIRS, COMMITTEE MEMBERS, PROSPECTIVE DIRECTORS, AND SENIOR STAFF PROVIDING SERVICES TO THE ORGANIZATION UNDER A MANAGEMENT AGREEMENT COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY AND AS POTENTIAL CONFLICTS ARISE DURING THE YEAR. THE DIRECTOR CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE BOARD CHAIR. IF THE CONFLICT INVOLVES A COVERED EMPLOYEE, THE CHAIR DETERMINES WHETHER A CONFLICT EXISTS AND, IF SO, HOW IT IS TO BE HANDLED, OR THE CHAIR MAY REFER THE MATTER TO THE BOARD OF DIRECTORS FOR CONSIDERATION. FOR ALL OTHER CONFLICTS, THE BOARD OF DIRECTORS OR A COMMITTEE OF DISINTERESTED DIRECTORS WILL DETERMINE WHETHER A CONFLICT ACTUALLY EXISTS. A COVERED PERSON MAY NOT PARTICIPATE IN ANY DISCUSSION OR DEBATE BY THE BOARD BUT MAY ANSWER QUESTIONS OR PROVIDE CLARIFYING INFORMATION UNLESS ANY BOARD MEMBER OBJECTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | DID THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL, OR OTHER OFFICERS OR KEY EMPLOYEES, INCLUDE A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION? THE BOARD HAS APPROVED A DIRECTORS' COMPENSATION POLICY WHICH ESTABLISHES THE PROCESS BY WHICH ALL DIRECTOR COMPENSATION IS DETERMINED. OFFICERS SERVE WITHOUT COMPENSATION. A REVIEW OF THE DIRECTORS' COMPENSATION IS CONDUCTED EACH FISCAL YEAR. AN INDEPENDENT COMPENSATION CONSULTANT IS PERIODICALLY RETAINED TO PERFORM AN ANALYSIS OF EAGLE'S TRACE, INC.'S COMPENSATION USING COMPARABLES OF BOTH FOR-PROFIT AND NON-PROFIT PEERS. A COMMITTEE OF THE NSC BOARD REVIEWS THE CONSULTANT'S REPORT AND MAKES A RECOMMENDATION TO THE ORGANIZATION AS TO APPROPRIATE COMPENSATION OF DIRECTORS. THE COMMITTEE OF THE NSC BOARD HAS ACCESS TO THE CONSULTANT'S REPORT AND AN OPPORTUNITY TO QUESTION THE CONSULTANT ABOUT THE PROCESS, METRICS, AND COMPARABLES THAT WERE USED IN DETERMINING THE RECOMMENDED COMPENSATION. THE BOARD THEN VOTES ON THE COMPENSATION RECOMMENDATIONS AND A CONTEMPORANEOUS RECORD IS MADE OF THE MEETING AND THE VOTE. NSC COMMISSIONED A COMPENSATION STUDY IN 2017. IT WAS APPROVED BY NSC IN 2017 FOR IMPLEMENTATION APRIL 1, 2018. IT WAS APPROVED BY NSC ACTING AS THE SOLE MEMBER OF THE COMMUNITY ON MARCH 22, 2018. COMPENSATION IS APPROACHED ON AN OVERALL BASIS AND THE TOTAL VALUE OF ALL FORMS OF COMPENSATION IS ESTABLISHED AND MONITORED. THERE IS A COMPREHENSIVE COMPENSATION REVIEW PERFORMED ANNUALLY FOR THE EXECUTIVE DIRECTOR AND OTHER KEY MANAGEMENT PERSONNEL. THE COMPENSATION IS REVIEWED, DOCUMENTED, AND APPROVED BY THE BOARD DURING THE BUDGET PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DESCRIBE WHETHER (AND IF SO, HOW) THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC DURING THE TAX YEAR. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE EXECUTIVE DIRECTOR'S OFFICE FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART VII, SECTION B: | INDEPENDENT CONTRACTORS COMPENSATION. THE AMOUNT INCLUDED IN COLUMN (C) FOR ERICKSON LIVING MANAGEMENT IS FOR PAYMENTS MADE FOR MANAGEMENT SERVICES AND THE DIRECT AND SHARED COSTS ALLOCATED TO THE COMMUNITY. DIRECT AND SHARED COSTS INCLUDE SALARIES AND BENEFITS FOR MANAGEMENT PERSONNEL, AND THE USE OF SERVICES SUCH AS FINANCE, LEGAL, HUMAN RESOURCES, INFORMATION SERVICES, AND OPERATIONS. |
| FORM 990, PART VII, SECTION A: | REPORTABLE COMPENSATION FROM THE ORGANIZATION AND FROM RELATED ORGANIZATIONS. THE COMPENSATION INCLUDED IN COLUMNS D AND E FOR THE BOARD DIRECTORS IS FOR SERVICES PERFORMED FOR THE FILING ORGANIZATION AND ALL RELATED ORGANIZATIONS INCLUDED ON SCHEDULE R, PART II. |
| FORM 990, PART XI, LINE 9: | TALON BAR NET INCOME INCLUDED ON CONSOLIDATED FINANCIAL STATEMENTS -17,044. REVERSAL OF PRIOR AMORTIZATION -38,932. |
| FORM 990, PAGE 11, PART X, LINE 23 | WORKING CAPITAL LOAN AN AMENDED AND RESTATED WORKING CAPITAL LOAN AGREEMENT (THE "LOAN AGREEMENT") WAS MADE ON OCTOBER 19, 2017, WHICH AMENDED AND RESTATED IN THE ORIGINAL WORKING CAPITAL LOAN AGREEMENT BETWEEN EAGLE'S TRACE, INC. AND REDWOOD DATED APRIL 30, 2010. THE PURPOSE OF THE AMENDMENT AND RESTATEMENT WAS TO INCREASE THE MAXIMUM PRINCIPAL AMOUNT AVAILABLE TO EAGLE'S TRACE, INC. FROM REDWOOD TO $12,100,000. THERE WAS NO OUTSTANDING BALANCE ON THE WCLA AS OF DECEMBER 31, 2019. THE OUTSTANDING BALANCE ON THE WCLA WAS $7,021,939 AS OF DECEMBER 31, 2018. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAGLE'S TRACE HOME CARE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 MAIDEN CHOICE LANE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753194292 | EIN |
| Primary Activities | HOME SUPPORT SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Total Income | $2,000,776 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAGLE'S TRACE INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASHBY PONDS INC | |||||||||||
| 21170 ASHBY PONDS BLVD | ASHBURN | VA | 20147 | 205609803 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | NATIONAL SENIOR CAMPUSES INC | 0 | |
| BROOKSBY VILLAGE INC | |||||||||||
| 100 BROOKSBY VILLAGE DRIVE | PEABODY | MA | 01960 | 522126755 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | NATIONAL SENIOR CAMPUSES INC | 0 | |
| CEDAR CREST VILLAGE INC | |||||||||||
| 1 CEDAR CREST VILLAGE DRIVE | POMPTON PLAINS | NJ | 07444 | 522184915 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | NATIONAL SENIOR CAMPUSES INC | 0 | |
| FOX RUN VILLAGE INC | |||||||||||
| 41000 13 MILE ROAD | NOVI | MI | 48377 | 522291271 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | NATIONAL SENIOR CAMPUSES INC | 0 | |
| ANN'S CHOICE INC | |||||||||||
| 10000 ANNS CHOICE WAY | WARMINSTER | PA | 18974 | 522095427 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | LINE 10 | NATIONAL SENIOR CAMPUSES INC | 0 | |
| HIGHLAND SPRINGS INC | |||||||||||
| 8000 FRANKFORD ROAD | DALLAS | TX | 75252 | 510536892 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | NATIONAL SENIOR CAMPUSES INC | 0 | |
| LINDEN PONDS INC | |||||||||||
| 300 LINDEN PONDS WAY | HINGHAM | MA | 02043 | 141849849 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | NATIONAL SENIOR CAMPUSES INC | 0 | |
| MARIS GROVE INC | |||||||||||
| 100 MARIS GROVE WAY | GLEN MILLS | PA | 19342 | 550878964 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | LINE 10 | NATIONAL SENIOR CAMPUSES INC | 0 | |
| NATIONAL SENIOR CAMPUSES INC | |||||||||||
| 318 WASHINGTON STREET | WELLESLEY HILLS | MA | 02481 | 204356247 | SUPPORTING ORGANIZATION | MD | 501(C)(3) | LINE 12C, III-FI | 0 | N/A | |
| NATIONAL SENIOR CAMPUSES FOUNDATION INC | |||||||||||
| 7440 SPRING VILLAGE DRIVE | SPRINGFIELD | VA | 22150 | 030611973 | SUPPORTING ORGANIZATION | MD | 501(C)(3) | LINE 12C, III-FI | 0 | N/A | |
| OAK CREST VILLAGE INC | |||||||||||
| 8800 WALTHER BOULEVARD | PARKVILLE | MD | 21234 | 521874053 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | NATIONAL SENIOR CAMPUSES INC | 0 | |
| RIDERWOOD VILLAGE INC | |||||||||||
| 3110 GRACEFIELD ROAD | SILVER SPRING | MD | 20904 | 522126753 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | NATIONAL SENIOR CAMPUSES INC | 0 | |
| SEABROOK VILLAGE INC | |||||||||||
| 3000 ESSEX ROAD | TINTON FALLS | NJ | 07753 | 522126751 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | NATIONAL SENIOR CAMPUSES INC | 0 | |
| TALLGRASS CREEK INC | |||||||||||
| 13800 METCALF AVENUE | OVERLAND PARK | KS | 66223 | 870765641 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | NATIONAL SENIOR CAMPUSES INC | 0 | |
| WIND CREST INC | |||||||||||
| 3235 MILL VISTA ROAD | HIGHLANDS RANCH | CO | 80129 | 510549976 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | NATIONAL SENIOR CAMPUSES INC | 0 | |
| GREENSPRING VILLAGE INC | |||||||||||
| 7440 SPRING VILLAGE DRIVE | SPRINGFIELD | VA | 22150 | 522095427 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | NATIONAL SENIOR CAMPUSES INC | 0 | |
| LANTERN HILL INC | |||||||||||
| 535 MOUNTAIN AVENUE | NEW PROVIDENCE | NJ | 07974 | 371742780 | CONTINUING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | NATIONAL SENIOR CAMPUSES INC | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL CCRC BUSINESS TRUST I | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 MAIDEN CHOICE LANE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266455718 | EIN |
| Primary Activities | CHARITABLE BUSINESS TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TALON BAR COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 MAIDEN CHOICE LANE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562500131 | EIN |
| Primary Activities | TO HOLD THE LIQUOR LICENSE FOR THE EAGLE'S TRACE RETIREMENT COMMUNITY | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAGLE'S TRACE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $111,689 | ShareOfTotalIncomeAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| 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 | 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 | 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |