HEBREW HOME OF GREATER WASHINGTON INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEBREW HOME OF GREATER WASHINGTON INC (EIN 53-0196508)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-14
- IRS object ID
- 202043199349300924
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-14T08:21:00-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522018280 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schiavi Wallace & Rowe PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 606 Providence Road | AddressLine1Txt |
| City | Towson | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21286 | 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 | 530196508 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEBREW HOME OF GREATER WASHINGTON INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEBR | BusinessNameControlTxt |
| Phone | 3017708438 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6121 MONTROSE ROAD | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRI TANNER-HILL | PersonNm |
| Person Title | Sr VP of Finance/CFO | PersonTitleTxt |
| Signature | 2020-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeannie McCloskey | PreparerPersonNm |
| PTIN | P02069261 | PTIN |
| Phone | 4104949517 | PhoneNum |
| 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 | BRUCE LEDERMAN | PrincipalOfficerNm |
| Gross Receipts | $73,800,312 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SMITHLIFECOMMUNITIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1916 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 1134 | TotalEmployeeCnt |
| Total Volunteers | 697 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,566,433 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,835,314 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,164,817 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $58,795,985 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,442,412 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,698,719 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,528,742 | PYOtherRevenueAmt |
| CY Other Revenue | $2,470,294 | CYOtherRevenueAmt |
| PY Total Revenue | $74,702,404 | PYTotalRevenueAmt |
| CY Total Revenue | $73,800,312 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $93,375 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $110,811 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $45,872,742 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $46,074,085 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $116,491 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $96,371 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,631,794 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,820,120 | PYOtherExpensesAmt |
| CY Other Expenses | $22,025,477 | CYOtherExpensesAmt |
| PY Total Expenses | $67,902,728 | PYTotalExpensesAmt |
| CY Total Expenses | $68,306,744 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,799,676 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,493,568 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $205,816,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $233,126,477 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,095,268 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,981,020 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $187,720,967 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $215,145,457 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Hebrew Home of Greater Washington has been providing essential care and rehabilitation services to the frailest elders in the Washington DC region for over 110 years. Our unique programs and services include full-time on staff physicians with experience and certification in geriatrics; enriched staffing patterns; a Russian program to meet the needs of an immigrant population which has attracted national press attention; the Post-Acute Care Center, with a proven track record in patients' functional improvement; respect for Jewish values that honor and respect our elders, spiritual services, and kosher meals served in a "home-style" setting; life-enhancing programs supported by our annual Guardian Campaign, for example restaurant night, transportation to area shopping centers, restaurants and theaters, and programs geared toward the mind, body and soul (literary programs, creative writing, park outings, creative movement and dance, music and chorus); secure memory care units; admission o | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $55,534,969 | ExpenseAmt |
| Revenue | $58,795,985 | RevenueAmt |
| Desc | Hebrew Home of Greater Washington provides quality and compassionate rehabilitation, post acute and long term nursing home services to those in need. | Desc |
| Total Program Service Expenses | $55,534,969 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 165 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1134 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEBREW HOME OF GREATER WASHING | PersonNm |
| Phone | 3017708438 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6121 MONTROSE ROAD | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| BRUCE J LEDERMAN | |||||||
| President/CEO | 31.00 | 9.00 | Yes (X) | $544,023 | $0 | $86,607 | |
| TERRI TANNER-HILL | |||||||
| SVP/CFO | 31.00 | 9.00 | Yes (X) | $396,722 | $0 | $75,330 | |
| ELISA GIL-PIRES | |||||||
| VP MED AFF/MED DIR | 40.00 | 0.00 | $366,115 | $0 | $49,086 | ||
| ED VAN COUTREN | |||||||
| VP CAMPUS SERVICES | 40.00 | 0.00 | $268,356 | $0 | $57,066 | ||
| CHRISTOPHER BANKS | |||||||
| VP DEV/COMM ENGMT | 40.00 | 0.00 | $259,750 | $0 | $35,384 | ||
| MINA FAZLI | |||||||
| PHYSICIAN | 40.00 | 0.00 | $234,459 | $0 | $28,696 | ||
| OLIVIA KITCHER-YAMIKEH | |||||||
| DIRECTOR NURSING | 40.00 | 0.00 | $203,486 | $0 | $30,695 | ||
| BETH DELUCENAY | |||||||
| VP STRATEGIC PLAN | 40.00 | 0.00 | $201,857 | $0 | $26,020 | ||
| DEANNA ENLOW | |||||||
| COO | 31.00 | 9.00 | Yes (X) | $184,999 | $0 | $25,174 | |
| WARREN R SLAVIN | |||||||
| CEO Emeritus/Sr. Advisor | 31.00 | 9.00 | $173,705 | $0 | $25,192 | ||
| ERIC G MEYERS | |||||||
| Chair | 3.50 | 0.60 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR SAMUEL SANDERS | |||||||
| Governor | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JEFFREY S PURETZ | |||||||
| ChElect/VChTrus | 2.40 | 0.60 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALAN M FREEMAN | |||||||
| ImPstCh | 1.20 | 0.60 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DONALD M KAPLAN | |||||||
| V Ch Strat Pln | 2.20 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HARRY A HARRISON | |||||||
| V Ch Fin/Treas | 2.40 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAULA H ROBINSON | |||||||
| Governor | 1.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| NATALIE E WEST | |||||||
| Secretary | 2.40 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AARON M RULNICK | |||||||
| CH LAN/RING/REV | 1.20 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JACQUELINE M RAMS | |||||||
| V Ch Developmt | 2.20 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| IRVING P COHEN | |||||||
| V Ch Audit | 2.60 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SCOTT N BRODY | |||||||
| Governor | 1.60 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JEFFREY S DISTENFELD | |||||||
| Governor | 1.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MARC F SOLOMON | |||||||
| Governor | 1.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| GARY B SAFFITZ | |||||||
| Governor | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID A SAMUELS | |||||||
| Governor | 1.20 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MATTHEW SCHWARTZ | |||||||
| Governor | 1.20 | 0.60 | $0 | $0 | $0 | Yes (X) | |
| KENNETH BECKER | |||||||
| Governor | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ALISON BARAF | |||||||
| Governor | 1.00 | 0.60 | $0 | $0 | $0 | Yes (X) | |
| DAVID S KARP | |||||||
| Governor | 1.00 | 0.60 | $0 | $0 | $0 | Yes (X) | |
| MITCHELL YENTIS | |||||||
| Governor | 1.20 | 0.60 | $0 | $0 | $0 | Yes (X) | |
| ARTHUR J DYKES | |||||||
| Governor | 1.60 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DRAGA L DUBICK | |||||||
| Governor | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JOSEPH B HOFFMAN | |||||||
| Governor | 1.40 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID D FREISHTAT | |||||||
| Governor | 1.00 | 0.60 | $0 | $0 | $0 | Yes (X) | |
| J TED GUMER | |||||||
| Governor | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID A RUBEN | |||||||
| Governor | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| PEARL G LAKE | |||||||
| Governor | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DR MARK D KLAIMAN | |||||||
| VCh Quality Imp | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANDREW S FRIEDLANDER | |||||||
| Governor | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,833,472 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $439,250 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| REHAB CARE GROUP INC | |||||
| PO BOX 503534 | ST LOUIS | MO | 63150 | REHABILITATION SVCS | $5,560,454 |
| UNIDINE CORPORATION | |||||
| PO BOX 102289 | ATLANTA | GA | 303682289 | FOOD SERVICES | $3,552,455 |
| OMNICARE INC | |||||
| PO BOX 78000 | DETROIT | MI | 482781668 | PHARMACY SUPPLY | $1,368,196 |
| CERIDIAN HCM INC | |||||
| 3311 EAST OLD SHAKOPEE ROAD | MINNEAPOLIS | MN | 55428 | PAYROLL TECH & SUPP | $253,853 |
| MCKESSON MEDICAL | |||||
| PO BOX 630693 | CINCINNATI | OH | 452630693 | MEDICAL SUPPLIES | $883,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,835,314 | AllOtherContributionsAmt |
| Noncash Contributions | $60,778 | NoncashContributionsAmt |
| Total Contributions | $2,835,314 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT SERVICE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $58,795,985 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,795,985 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $58,795,985 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,698,719 | TotalRevenueColumnAmt |
| Exclusion | $9,698,719 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $43,864 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $43,864 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,864 | TotalRevenueColumnAmt |
| Exclusion | $43,864 | ExclusionAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| CAM AND OTHER FEES | 623000 | $934,996 | $934,996 | |
| CATERING/MEALS | 623000 | $233,134 | $233,134 | |
| MANAGEMENT FEES | 623000 | $1,133,228 | $1,133,228 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125,072 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,779 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $96,293 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,426,430 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,800,312 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,057,898 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $11,907,100 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,811 | TotalAmt |
| Program Services | $110,811 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,428,104 | TotalAmt |
| Management And General | $1,428,104 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,083,523 | TotalAmt |
| Program Services | $31,327,956 | ProgramServicesAmt |
| Management And General | $5,900,650 | ManagementAndGeneralAmt |
| Fundraising | $854,917 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,627 | TotalAmt |
| Program Services | $884,186 | ProgramServicesAmt |
| Management And General | $8,364 | ManagementAndGeneralAmt |
| Fundraising | $26,077 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,643,831 | TotalAmt |
| Program Services | $4,690,272 | ProgramServicesAmt |
| Management And General | $822,707 | ManagementAndGeneralAmt |
| Fundraising | $130,852 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,121 | TotalAmt |
| Program Services | $3,905 | ProgramServicesAmt |
| Management And General | $181,216 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,544 | TotalAmt |
| Management And General | $155,544 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,371 | TotalAmt |
| Fundraising | $96,371 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,064,043 | TotalAmt |
| Program Services | $235,198 | ProgramServicesAmt |
| Management And General | $827,147 | ManagementAndGeneralAmt |
| Fundraising | $1,698 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,263 | TotalAmt |
| Management And General | $161,263 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,680 | TotalAmt |
| Program Services | $96,844 | ProgramServicesAmt |
| Management And General | $354,594 | ManagementAndGeneralAmt |
| Fundraising | $54,242 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,262,681 | TotalAmt |
| Program Services | $1,033,579 | ProgramServicesAmt |
| Management And General | $201,461 | ManagementAndGeneralAmt |
| Fundraising | $27,641 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,448 | TotalAmt |
| Program Services | $37,779 | ProgramServicesAmt |
| Management And General | $51,644 | ManagementAndGeneralAmt |
| Fundraising | $2,025 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,072 | TotalAmt |
| Program Services | $135,387 | ProgramServicesAmt |
| Management And General | $32,498 | ManagementAndGeneralAmt |
| Fundraising | $2,187 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,837,981 | TotalAmt |
| Program Services | $2,410,857 | ProgramServicesAmt |
| Management And General | $388,599 | ManagementAndGeneralAmt |
| Fundraising | $38,525 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,304 | TotalAmt |
| Program Services | $495,143 | ProgramServicesAmt |
| Management And General | $103,718 | ManagementAndGeneralAmt |
| Fundraising | $6,443 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTED THERAPY | $5,465,393 | $5,465,393 | ||
| Dining Services | $3,545,798 | $3,545,798 | ||
| DRUGS AND INFUSION SVCS | $1,359,350 | $1,350,200 | $7,911 | $1,239 |
| PROVIDER TAX | $976,080 | $976,080 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,639,719 | TotalAmt |
| Program Services | $2,735,581 | ProgramServicesAmt |
| Management And General | $514,561 | ManagementAndGeneralAmt |
| Fundraising | $389,577 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,306,744 | TotalAmt |
| Program Services | $55,534,969 | ProgramServicesAmt |
| Management And General | $11,139,981 | ManagementAndGeneralAmt |
| Fundraising | $1,631,794 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,003 | BOYAmt |
| EOY | $7,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,645,915 | BOYAmt |
| EOY | $11,872,428 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,474,893 | BOYAmt |
| EOY | $1,774,044 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,823,199 | BOYAmt |
| EOY | $5,448,177 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,067 | BOYAmt |
| EOY | $63,177 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,142 | BOYAmt |
| EOY | $971,353 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,651,319 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,157,549 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,221,335 | BOYAmt |
| EOY | $15,493,770 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,954,787 | BOYAmt |
| EOY | $189,129,867 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,863 | BOYAmt |
| EOY | $662,263 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,511,031 | BOYAmt |
| EOY | $7,704,398 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,816,235 | BOYAmt |
| EOY | $233,126,477 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,808,028 | BOYAmt |
| EOY | $9,620,025 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,823,331 | BOYAmt |
| EOY | $5,482,994 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,463,909 | BOYAmt |
| EOY | $2,878,001 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,095,268 | BOYAmt |
| EOY | $17,981,020 | 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 | $157,358,414 | BOYAmt |
| EOY | $181,751,476 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,362,553 | BOYAmt |
| EOY | $33,393,981 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,720,967 | BOYAmt |
| EOY | $215,145,457 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,816,235 | BOYAmt |
| EOY | $233,126,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,493,568 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,680,922 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,250,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $4,598,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,641,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,639,232 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,566,433 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,835,314 | CurrentTaxYearAmt |
| Total | $18,280,650 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,394,792 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,454,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,379,078 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,164,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,057,898 | CurrentTaxYearAmt |
| Total | $296,451,380 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,978 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,037 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,967 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,864 | CurrentTaxYearAmt |
| Total | $128,000 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,006,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,118,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,042,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,755,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,937,076 | CurrentTaxYearAmt |
| Total | $314,860,030 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $314,860,030 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,183,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,378,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,220,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,442,412 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,698,719 | CurrentTaxYearAmt |
| Total | $40,923,917 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,183,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,378,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,220,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,442,412 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,698,719 | CurrentTaxYearAmt |
| Total | $40,923,917 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,621,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,651,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,789,668 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,504,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,164,517 | CurrentTaxYearAmt |
| Total | $10,732,361 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,812,173 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,148,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,052,593 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,702,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,800,312 | CurrentTaxYearAmt |
| Total | $366,516,308 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.85910 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87080 | PublicSupportPY509Pct |
| Investment Income CY | 0.11170 | InvestmentIncomeCYPct |
| Investment Income PY | 0.10150 | 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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $241,836 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $112,000 | BeginningBalanceAmt |
| Distributions During Year | $18,000 | DistributionsDuringYearAmt |
| Ending Balance | $94,000 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,053,968 | BeginningYearBalanceAmt |
| Contributions | $842,091 | ContributionsAmt |
| Investment Earnings Or Losses | $9,663,079 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$611,551 | OtherExpendituresAmt |
| End Year Balance | $93,947,587 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,463,860 | BeginningYearBalanceAmt |
| Contributions | $595,608 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,585,916 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,580,416 | OtherExpendituresAmt |
| End Year Balance | $84,053,968 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,441,295 | BeginningYearBalanceAmt |
| Contributions | $1,988,204 | ContributionsAmt |
| Investment Earnings Or Losses | $6,034,361 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $78,463,860 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,797,405 | BeginningYearBalanceAmt |
| Contributions | $512,134 | ContributionsAmt |
| Investment Earnings Or Losses | $2,499,606 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,367,850 | OtherExpendituresAmt |
| End Year Balance | $70,441,295 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,515,936 | BeginningYearBalanceAmt |
| Contributions | $2,652,300 | ContributionsAmt |
| Investment Earnings Or Losses | -$370,831 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $68,797,405 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.72070 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.27930 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $360,000 | OtherCostOrOtherBasisAmt |
| Book Value | $360,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,715,501 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,573,075 | DepreciationAmt |
| Book Value | $12,142,426 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,575,818 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,584,474 | DepreciationAmt |
| Book Value | $2,991,344 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,493,770 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $1,218,016 |
| DEFERRED REVENUE | $268,776 |
| DUE TO THIRD PARTY PAYOR | $227,956 |
| OTHER LONG TERM | $1,161,938 |
| TENANT SECURITY DEPOSITS | $1,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,878,001 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: Description of organization's collections and how it furthers its purpose. | The art collection consists of paintings and sculpture, as well as a Torah. The Torah is used for holiday and Shabbat services. Several pieces of art work are displayed in common areas for the residents and family members to enjoy. Other pieces have been collected, and may eventually be sent to auction and the proceeds will be used to further the mission of the Hebrew Home, which is to provide care for those in need. |
| Part IV, Line 1b: Why is organization an agent, trustee, custodian or other intermediary for contrib | Hebrew Home acts in an agency capacity regarding the holding of patient cash funds. At December 31, 2019 it was holding approximately $94,000 in patient funds, which have not been reflected in Form 990, Part X. |
| Part V, Line 4: Intended uses of the endowment fund. | The organization's endowment funds were established for a variety of purposes, the primary purpose being to help fund the cost of resident care. Funds are appropriated for expenditure by the organization in a manner consistent with the standard of prudence prescribed by the Maryland Uniform Prudent Management of Institutional Funds Acts. |
| Part X : FIN48 Footnote | Income TaxesThe Companies have been recognized by the Internal Revenue Service (IRS) as not-for-profit, tax-exempt organizations as defined by 501(c)(3) of the Internal Revenue Code and are exempt from federal income taxes in accordance with the Income Taxes topic of FASB ASC 740-10. The Companies account for uncertainty in income taxes using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Management determined there were no tax uncertainties that met the recognition threshold in 2019 or 2018. The Companies federal Exempt Organization Returns of Income Tax for the years prior to December 31, 2016 no longer remain subject to examination by the IRS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| LAUTMAN MASKA N | ||||||||
| 1730 Rhode Isla | Washington | DC | 20036 | Direct Mail | false | $257,474 | $96,371 | $161,103 |
| (no name) | ||||||||
| false | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $257,474 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $96,371 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $161,103 | TotalNetToOrganizationAmt |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Revitz House Corporation | ||||||||
| 6111 Montrose Road | Rockville | MD | 20852 | 521064333 | $86,356 | $0 | Cash Value | Fund activities/svs for residents |
| Ring House Corporation | ||||||||
| 1801 East Jefferson Street | Rockville | MD | 20852 | 521491121 | $23,673 | $0 | Cash Value | Fund activities/svs for residents |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Revitz House, Ring House and Landow House are affiliates of the Organization and they are controlled entities. Grants are awarded to fulfill the mission of the affiliated entities and are monitored through ongoing operational and financial reporting. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|
| BETH DELUCENAY | ||||||
| VP STRATEGIC PLAN | $201,857 | $26,020 | $227,877 | |||
| BRUCE J LEDERMAN | ||||||
| President/CEO | $504,423 | $73,325 | $630,630 | $39,600 | $13,282 | |
| CHRISTOPHER BANKS | ||||||
| VP DEV/COMM ENGMT | $259,750 | $10,192 | $295,134 | $25,192 | ||
| DEANNA ENLOW | ||||||
| COO | $184,999 | $210,173 | $25,174 | |||
| ED VAN COUTREN | ||||||
| VP CAMPUS SERVICES | $268,356 | $34,692 | $325,422 | $22,374 | $6,354 | |
| ELISA GIL-PIRES | ||||||
| VP MED AFF/MED DIR | $366,115 | $49,086 | $415,201 | |||
| MINA FAZLI | ||||||
| PHYSICIAN | $234,459 | $9,774 | $263,155 | $18,922 | ||
| OLIVIA KITCHER-YAMIKEH | ||||||
| DIRECTOR NURSING | $203,486 | $8,321 | $234,181 | $22,374 | ||
| TERRI TANNER-HILL | ||||||
| SVP/CFO | $396,722 | $50,138 | $472,052 | $25,192 | $26,282 | |
| WARREN R SLAVIN | ||||||
| CEO Emeritus/Sr. Advisor | $173,705 | $198,897 | $25,192 | |||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7: Non-Fixed payments not listed above | FormAndLineReferenceDesc |
| Explanation | The President/CEO may be awarded a bonus up to 10% of his salary for his efforts in attaining mutually agreed upon goals for HHGW as an organization. | ExplanationTxt |
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 | MHHEFA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 520936091 | BondIssuerEIN |
| Bond Issued | 2012-12-20 | BondIssuedDt |
| Issue Price | $7,172,696 | IssuePriceAmt |
| Purpose | refund 2002 bonds/new construc | PurposeDesc |
| Defeased | Yes (true) | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | Yes (true) | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,081,723 | RetiredAmt |
| Total Proceeds | $7,172,696 | TotalProceedsAmt |
| Capital Expenditures | $5,043,719 | CapitalExpendituresAmt |
| Other Spent Proceeds | $2,128,977 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part VI | FormAndLineReferenceDesc |
| Explanation | Part I, Column e: The total Issue Price of the obligation as listed in Part III, Line 21b of Form 8038 is $21,308,000. The bond liability relates to a pooled financing issue, of which $7,172,696 relates to this entity.Part II, Line 11: Used for retirement of 2002 MHHEFA tax exempt bond issue.Part IV Arbitrage is not applicable. This bond issue nor any portion of the proceeds are reasonably expected to be used directly or indirectly to acquire higher yielding investments or to replace funds which were used directly or indirectly to acquire higher yielding investments.Part IV Line 2c: Rebate computation was performed 8/4/17 for the 7/1/17 computation date. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lori Saffitz | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Wife/Bd Memb | RelationshipDescriptionTxt |
| Transaction | $17,560 | TransactionAmt |
| Transaction | Employee of HHGW | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $60,778 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | Although not significant as contemplated by the instructions for Form 990, the bylaws were amended in 2019 to provide greater clarity and consistency. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The following occurs prior to filing Form 990, including all supplemental forms and schedules, (collectively the Form) with the IRS. The CFO reviews the Form in its entirety. The Controller reviews the Form to reconcile amounts and numerical disclosures to the audited financial statements. The CFO reviews the Form, including significant highlights with the CEO. Prior to being filed, the complete Form is made available for review by the Finance Committee and/or Board of Governors via email or at the meeting immediately preceeding the filing of the Form with the IRS. Upon completion of the aforementioned reviews, the CFO signs the Form and authorizes the Form for filing as evidenced by signing the Form. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Any contract or other transaction between Charles E. Smith Life Communities, Hebrew Home of Greater Washington, Inc. or subsidiary entities and one or more of its trustees, officers, or employees, or between the organization and any other corporation, firm, association, or other entity in which one or more of the organization's trustees, officers, or employees are directors, trustees, officers, employees, or have a substantial financial interest, shall be void, unless each of the following conditions are met: 1) The relevant and material facts of such officer, trustee, or employee's interest in such contract or transaction are fully disclosed in good faith, and in advance, to the Board of Governors. 2) The interested trustee, officer, or employee has, in the judgment of the Board, fully met the burden of proof that the contract or other transaction is fair and reasonable to Charles E. Smith Life Communities, Hebrew Home of Greater Washington, Inc. or subsidiary entities. Annually every member of the Board of Governors and of the Board of subsidiary entities, along with management level staff are required to complete a conflict of interest statement. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Board of Governors established the Executive Compensation Committee to set and monitor all executive compensation, including the pay of the President/CEO. The Executive Compensation Committee consists of the Board Chair, Immediate Past Chair, Chair Elect and one other member appointed by the Board Chair. To ensure market competitiveness, the Executive Compensation Committee periodically uses a national consultant specializing in compensation to review Charles E. Smith Life Communities Executive salaries/benefits package. Adjustments are made, if necessary, based on experience, tenure, qualifications, etc. Annual increases are given based on individual performance and organizational budget parameters. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | If governing documents (Articles of Incorporation, Bylaws, etc.) tax returns, conflict of interest policy and financial statements are subject to the Federal Public Disclosure Rules, these documents will be made publicly available by on site review or through electronic media. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Interfund Transfer from Ring House Corp. = $1250000 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| RING HOUSE CORP | ||||||||||
| 1801 EAST JEFFERSON ST | ROCKVILLE | MD | 20852 | 521491121 | Provide Independ. living for the elderly | MD | 501(C)(3) | 10 | N/A | Yes (true) |
| REVITZ HOUSE CORP | ||||||||||
| 6111 MONTROSE RD | ROCKVILLE | MD | 20852 | 521064333 | Provide affordable/subsidized housing | MD | 501(C)(3) | 10 | N/A | Yes (true) |
| LANDOW HOUSE INC | ||||||||||
| 1799 EAST JEFFERSON ST | ROCKVILLE | MD | 20852 | 300012186 | Provide Assisted Living Housing | MD | 501(C)(3) | 10 | N/A | Yes (true) |
| REVITZ HOUSE FOUNDATION | ||||||||||
| 6111 MONTROSE ROAD | ROCKVILLE | MD | 20852 | 521490393 | Raise funds to support Revitz House Corp | MD | 501(c)(3) | 12a | N/A | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HHA HOME CARE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6121 MONTROSE ROAD | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522258961 | EIN |
| Primary Activities | Home Health | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $434,400 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $623,765 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| RING HOUSE CORP | ||
| c | $1,250,000 | cash value |
| RING HOUSE CORP | ||
| k | $75,000 | cash value |
| RING HOUSE CORP | ||
| l | $2,570,889 | cash value |
| RING HOUSE CORP | ||
| p | $79,320 | cash value |
| REVITZ HOUSE CORP | ||
| a | $12,010 | cash value |
| REVITZ HOUSE CORP | ||
| b | $86,356 | cash value |
| REVITZ HOUSE CORP | ||
| l | $766,413 | cash value |
| LANDOW HOUSE INC | ||
| l | $1,294,577 | cash value |
| HHA HOME CARE LLC | ||
| f | $425,000 | cash value |