2019-11-13T14:33:53-06:00 2018-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2018-01-01 200495182 BAYLEIGH CHASE INC BAYL 4109702000 576 JOHNSVILLE ROAD ELDERSBURG MD 21784 RICHARD A WINTER ASSISTANT TREASURER 4109702000 2019-11-11 1 KERRI N BOGDA CPA P00760402 7177404863 50.211.1.210 2019-11-11 09:39:37 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BF90B4BE16E9AE312C0D8383967EBAED4A365E8B 2018 2020-03-31 21:24:44Z GERALD T GRANT 576 JOHNSVILLE ROAD ELDERSBURG MD 21784 23614603 0 X WWW.INTEGRACE.ORG X 1981 MD OPERATE A NON-PROFIT HOME FOR THE AGING 13 12 356 55 0 0 121489 61972 22150122 21554469 640852 224418 147086 203826 23059549 22044685 250 0 0 0 10566967 10954638 0 0 37123 13468712 14543009 24035929 25497647 -976380 -3452962 47472593 45162034 71117364 72567562 -23644771 -27405528 X WE ARE AN ORGANIZATION GRACED BY THE PASSION, TALENT AND COMMITMENT OF OUR PEOPLE, AND TOGETHER WE ARE CREATING COMMUNITY. 0 0 8449185 0 4058477 INDEPENDENT LIVING- BAYLEIGH CHASE OFFERS 63 APARTMENTS AND 58 COTTAGES WITH A VARIETY OF FLOOR PLANS. RESIDENTS ENJOY A "NO WORRIES" LIFESTYLE WITH SERVICES SUCH AS HOME MAINTENANCE, HOUSEKEEPING, MEALS, ACTIVITIES, EMERGENCY MEDICAL CARE, AND LAWN CARE. RESIDENTS HAVE PEACE OF MIND KNOWING THAT, AS THEIR NEEDS CHANGE, PROGRESSIVE LEVELS OF ON-SITE HEALTHCARE ARE AVAILABLE, FROM ASSISTED LIVING TO SKILLED NURSING CARE. BAYLEIGH CHASE HAD 36,450 INDEPENDENT LIVING CENSUS DAYS DURING THE CURRENT YEAR, WHICH WAS APPROXIMATELY 100 INDEPENDENT LIVING RESIDENTS SERVED PER DAY. 6421380 0 7222055 PERSONAL CARE - BAYLEIGH CHASE OFFERS 88 PERSONAL CARE UNITS. PERSONAL CARE PROVIDES SUPPORT AND ASSISTANCE 24 HOURS PER DAY FOR THOSE INDIVIDUALS WHO ARE UNABLE TO LIVE ALONE AND MANAGE THEIR OWN ACTIVITIES OF DAILY LIVING. RESIDENTS RECEIVE AN EXTRAORDINARY LEVEL OF ATTENTIVE, PERSONALIZED CARE THAT PROMOTES GREAT SELF-CONFIDENCE AND A MORE ACTIVE APPROACH TO LIFE. BAYLEIGH CHASE HAD 27,652 PERSONAL CARE CENSUS DAYS DURING THE CURRENT YEAR, WHICH WAS APPROXIMATELY 76 PERSONAL CARE RESIDENTS SERVED PER DAY. 7519775 0 10273937 SKILLED NURSING CARE- BAYLEIGH CHASE OFFERS INTERIM, LONG-TERM, AND SKILLED NURSING CARE IN 90 UNITS UNDER THE GUIDANCE OF HIGHLY PROFESSIONAL MEDICAL AND NURSING STAFF. SERVICES ALSO INCLUDE PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY PROGRAMS. BAYLEIGH CHASE HAD 32,437 SKILLED NURSING CARE CENSUS DAYS DURING THE CURRENT YEAR, WHICH WAS APPROXIMATELY 89 SKILLED NURSING CARE RESIDENTS SERVED PER DAY. BAYLEIGH CHASE EXTENDS CHARITY CARE AND OTHER SUPPORT TO RESIDENTS, WHO MEET CERTAIN CRITERIA UNDER ITS BENEVOLENT CARE POLICY AND ARE UNABLE TO PAY FOR SERVICES, AT ALL LEVELS OF CARE AS NEEDED AND WHEN APPROPRIATE WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE BAYLEIGH CHASE DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO BE BENEVOLENT CARE, THEY ARE NOT REPORTED AS RESIDENT SERVICE REVENUES.BAYLEIGH CHASE MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF BENEVOLENT CARE IT PROVIDES. THE ESTIMATED COSTS OF PROVIDING BENEVOLENT CARE ARE BASED UPON THE DIRECT AND INDIRECT COSTS IDENTIFIED WITH THE SPECIFIC BENEVOLENT CARE PROVIDED. THE LEVEL OF BENEVOLENT CARE PROVIDED AMOUNTED TO APPROXIMATELY $2,100,000 IN 2018 AND $1,540,000 IN 2017, WHICH RELATED PRIMARILY TO COSTS RELATED TO THE MEDICAID PROGRAM. 22390340 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 356 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X RICHARD A WINTER ASSISTANT TREASU 4109702073 576 JOHNSVILLE ROAD ELDERSBURG MD 21784 BRUCE A CALVERT BOARD 0.40 1.60 X 0 0 0 CRAIG MEDLYN BOARD 0.40 1.60 X 0 0 0 DIXON HARVEY CHAIR 0.40 1.60 X X 0 0 0 FRED DEMERS VICE-CHAIR 0.40 1.60 X X 0 0 0 HALEY DONATO BOARD 0.40 1.60 X 0 0 0 JACLYN HARRIS PRESIDENT 8.00 32.00 X X 0 461251 22173 LINDA BURTON BOARD 0.40 1.60 X 0 0 0 LORNA HOUSE BOARD 0.40 1.60 X 0 0 0 PAUL BRIDGE BOARD (PASSED JULY 2018) 0.40 1.60 X 0 0 0 RAY VANHORN BOARD 0.40 1.60 X 0 0 0 RET REV EUGENE T SUTTON BOARD 0.40 1.60 X 0 0 0 RT REV CHILTON KNUDSEN BOARD 0.40 1.60 X 0 0 0 SCOTT BEATTY BOARD 0.40 1.60 X 0 0 0 STUART A SMITH III IMMEDIATE PAST CHAIR 0.40 1.60 X 0 0 0 ANDREA LEV EXECUTIVE DIRECTOR 40.00 X 169306 0 6851 JONATHAN T HANSEN CFO 8.00 32.00 X 0 293226 31685 ROBERTA SWEITZER DIRECTOR OF NURSING 40.00 X 106487 0 10259 275793 754477 70968 2 0 1 0 0 61972 61972 HEALTH CARE CENTER 623000 10273937 10273937 PERSONAL CARE 623000 7222055 7222055 INDEPENDENT LIVING 623000 4058477 4058477 21554469 150835 150835 46052 101889 -55837 -55837 -55837 1534333 1460750 73583 73583 73583 5812 7279 -1467 -1467 BEAUTY/BARBER SHOP 623000 122025 122025 GUEST MEALS/CATERING 623000 72704 72704 COFFEE SHOP 623000 25506 25506 40895 40895 261130 22044685 21554469 0 428244 X 176157 160198 15959 8844106 8042889 801217 94949 73500 21449 904656 792393 112263 934770 825371 109399 1000000 962877 37123 228063 228063 41375 41375 429 429 19536 19536 4133571 3982631 150940 249501 12475 237026 1735206 1516319 218887 880 880 3243168 3233076 10092 47764 40205 7559 2319497 2319497 154542 154542 MEDICAL SUPPLIES 668553 668553 LICENSE, FEES & PERMITS 276253 227463 48790 BAD DEBT EXPENSE 202654 202654 SPECIAL EVENT 127330 114179 13151 94687 24395 70292 25497647 22390340 3070184 37123 892965 735410 1962062 1471212 108000 0 23768 21597 287212 368577 60754036 25999400 36121552 34754636 8015226 7609115 61808 50687 0 150800 47472593 45162034 2795907 2905031 15103252 15553333 44010096 42857430 9208109 11251768 71117364 72567562 X -23834028 -27553298 189257 147770 -23644771 -27405528 47472593 45162034 X -3452962 -464612 156817 X 0 1 X 1 0 X 59676 68516 117111 121489 61972 428764 21653210 21543267 22035415 22150122 21554469 108936483 253218 266101 223650 193890 249564 1186423 21966104 21877884 22376176 22465501 21866005 110551670 500 3850 1200 1900 5000 12450 0 500 3850 1200 1900 5000 12450 110539220 170315 190276 195105 234838 196887 987421 170315 190276 195105 234838 196887 987421 19648 13209 35905 10305 17378 96445 22156067 22081369 22607186 22710644 22080270 111635536 0.99020 0.99080 0.00880 0.00830 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: APPLICATION FEES - 2014 AMOUNT: $ 2,100. 2015 AMOUNT: $ 2,700. 2016 AMOUNT: $ 2,100. 2017 AMOUNT: $ 2,700. 2018 AMOUNT: $ 7,300. EMA MGT - REIM - 2014 AMOUNT: $ 2,730. VENDING MACHINE OTHER INCOME - 2014 AMOUNT: $ 6,687. 2015 AMOUNT: $ 6,621. 2016 AMOUNT: $ 26,385. 2017 AMOUNT: $ 1,703. 2018 AMOUNT: $ 1,673. MASSAGE THERAPY REVENUE - 2014 AMOUNT: $ 8,131. 2015 AMOUNT: $ 3,888. 2016 AMOUNT: $ 7,420. 2017 AMOUNT: $ 5,902. 2018 AMOUNT: $ 8,405. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 429 429 0 PART II-B, LINE 1: BAYLEIGH CHASE, INC PAYS DUES TO LEADING AGE. A PORTION OF THESE DUES IS USED FOR LOBBYING EXPENSES. 1 13657 279476 275126 18007 0 3504517 3504517 49242181 19334013 29908168 8006609 6665387 1341222 729 729 34754636 DUE TO AFFILIATES 11251768 11251768 21846058 -464612 156817 -307795 22153853 -109168 -109168 22044685 25606815 109168 109168 25497647 0 25497647 PART IV, LINE 1B: THE ORGANIZATION ASSISTS RESIDENTS WHO CAN NO LONGER UNDERTAKE THEIR OWN FINANCES BY PROVIDING THEM WITH BANK ACCOUNTS OVER WHICH THE ORGANIZATION PRESIDES AS CUSTODIAN. THE AMOUNTS ARE IMMATERIAL TO INCLUSION IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING STANDARD 156,817. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -7,279. RENT EXPENSE -101,889. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 7,279. RENT EXPENSE 101,889. 0 0 0 0 0 0 0 0 0 JACLYN HARRIS PRESIDENT 0 454129 0 0 0 7122 0 993 0 21180 0 483424 0 0 ANDREA LEV EXECUTIVE DIRECTOR 168788 0 0 0 518 0 3382 0 3469 0 176157 0 0 0 JONATHAN T HANSEN CFO 0 292740 0 0 0 486 0 5500 0 26185 0 324911 0 0 PART I, LINE 3 THE FILING ORGANIZATION IS AN AFFILIATE IN A GROUP OF WHICH INTEGRACE, INC. (EIN 52-1710891) IS THE PARENT. COMPENSATION FOR THE PRESIDENT OF THE OVERALL GROUP IS DETERMINED BY A BOARD LEVEL COMPENSATION COMMITTEE USING COMPARISON STUDIES TO ENSURE COMPENSATION IS WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. ALL COMPENSATION DECISIONS MUST BE APPROVED BY THE BOARD. INTEGRACE, INC. PERFORMS VARIOUS MANAGEMENT FUNCTIONS, INCLUDING HUMAN RESOURCE RELATED FUNCTIONS, FOR THE GROUP. INTEGRACE, INC.'S CEO WILL USE SIMILAR METHODS TO DETERMINE COMPENSATION FOR THE ORGANIZATION'S MANAGEMENT TEAM. A TOWN OF EASTON MARYLAND 526000787 277583AP5 2004-06-01 9380000 ACQUISITION OF FACILITY 0 0 0 B TOWN OF EASTON MARYLAND 526000787 145003AU3 2010-12-29 27060000 2008A AND 2009 A & C REFUND 0 0 0 C TOWN OF EASTON MARYLAND 526000787 NONEAVAIL 2014-07-01 2500000 2004C REFUND 0 0 0 A 2500000 9380000 555068 186642 8638435 2004 0 0 1 1 B 1156253 27060000 280256 26779744 2010 1 0 1 1 C 2500000 2500000 2004 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 1 0.28500 1 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 1 1 BB&T BANK 5.000000000000 0 0 0 0 1 C 0 0 0 1 1 0 0 0 1 A 1 B 1 C 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: TOWN OF EASTON, MARYLAND DATE THE REBATE COMPUTATION WAS PERFORMED: 06/01/2014 ISSUER NAME: TOWN OF EASTON, MARYLAND DATE THE REBATE COMPUTATION WAS PERFORMED: 12/29/2015 FORM 990, PART VI, SECTION A, LINE 3 THE BAYLEIGH CHASE, INC. IS GOVERNED BY THE BOARD OF INTEGRACE, INC. (EIN 52-1710891). FORM 990, PART VI, SECTION A, LINE 6 INTEGRACE, INC. IS THE SOLE MEMBER OF BAYLEIGH CHASE, INC. FORM 990, PART VI, SECTION A, LINE 7A BAYLEIGH CHASE, INC. HAS THE SAME GOVERNING BODY AS INTEGRACE, INC, WHICH IS THE SOLE MEMBER OF BAYLEIGH CHASE, INC. AS A RESULT, ELECTION OF THE GOVERNING BODY OF BAYLEIGH CHASE, INC. IS DONE BY ITS SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B BAYLEIGH CHASE, INC. HAS THE SAME GOVERNING BODY AS INTEGRACE, INC., WHICH IS THE SOLE MEMBER OF BAYLEIGH CHASE, INC. AS A RESULT, ALL OF THE DECISIONS MADE BY THE GOVERNING BODY OF BAYLEIGH CHASE, INC. ARE SUBJECT TO ITS SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B AFTER REVIEW BY THE CFO AND CEO, THE FORM 990 IS REVIEWED, BEFORE FILING, BY THE BOARD OF DIRECTORS' AUDIT COMMITTEE, WHICH INCLUDES THREE CERTIFIED PUBLIC ACCOUNTANTS. THE FORM 990 IS THEN PROVIDED TO THE OTHER MEMBERS OF THE GOVERNING BODY BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE FORMS ARE DISTRIBUTED TO MEMBERS OF THE SENIOR LEADERSHIP TEAM IN JANUARY OF EACH YEAR. THE REMAINING MANAGEMENT STAFF AND TRUSTEE MEMBERS RECEIVE FORMS IN EARLY JUNE. THE COMPLETED FORMS ARE RETURNED TO HUMAN RESOURCES. A REPORT IS PREPARED SHOWING ALL CONFLICT OF INTEREST DISCLOSURES. THIS REPORT IS PRESENTED AT THE JULY MEETING OF THE AUDIT COMMITTEE. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THOSE WITH WHOM THERE IS A CONFLICT ABSTAIN FROM BEING INVOLVED IN DISCUSSIONS AND/OR DECISIONS REGARDING THE CONFLICT. FAMILY AND BUSINESS RELATIONSHIPS ARE TO BE REPORTED ON DISCLOSURE FORMS TO DETERMINE IF A REPORTABLE RELATIONSHP EXISTS. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT/CEO'S PERFORMANCE IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE PRESIDENT/CEO PREPARES A COMPREHENSIVE REPORT SHOWING THE RESULTS OF HIS/HER WORK DURING THE PAST YEAR AND GOALS FOR THE COMING YEAR. THIS REPORT IS REVIEWED BY THE EXECUTIVE COMMITTEE WHICH DETERMINES THE ONGOING COMPENSATION FOR THE PRESIDENT/CEO THROUGH REVIEWING COMPARABLE SALARIES, PERFORMANCE, AND REPORTING THE PROCESS IN THE BOARD MINUTES. THE COMMITTEE GIVES THIS INFORMATION TO THE CFO WHO THEN SENDS IT TO THE VP OF HUMAN RESOURCES FOR PROCESSING. IN THE CASE OF A NEW CEO, A SEARCH FIRM IS USED TO NEGOTIATE SALARY AND BENEFITS DIRECTLY WITH THE CANDIDATE. THE SALARY IS NEGOTIATED TAKING INTO CONSIDERATION COMPARABLE SALARIES IN THE INDUSTRY TO DETERMINE A COMPENSATION PACKAGE WITHIN FAIR MARKET RANGE. THE PROCESS IS ALSO DOCUMENTED IN MINUTES DURING AN EXECUTIVE SESSION. COMPENSATION FOR OTHER KEY EMPLOYEES IS DETERMINED BY THE CEO USING SIMILAR METHODS. SENIOR MANAGEMENT POSITIONS ARE PAID ACCORDING TO RESPONSIBILITY IN THE COMPANY, EXPERIENCE, CREDENTIALS, AND MANAGEMENT AND LEADERSHIP SKILLS. ANNUAL COMPENSATION SURVEYS ARE REVIEWED BY THE HR DEPARTMENT AND RECOMMENDATIONS ARE MADE TO THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CATERING: PROGRAM SERVICE EXPENSES 2,053,967. MANAGEMENT AND GENERAL EXPENSES 13,107. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,067,074. CONSULTANTS: PROGRAM SERVICE EXPENSES 325,479. MANAGEMENT AND GENERAL EXPENSES 36,816. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 362,295. MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 229,299. MANAGEMENT AND GENERAL EXPENSES 95,751. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 325,050. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 124,059. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 124,059. OCCUPATIONAL THERAPY: PROGRAM SERVICE EXPENSES 307,389. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 307,389. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 7,756. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,756. PHYSICAL THERAPY: PROGRAM SERVICE EXPENSES 766,387. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 766,387. PURCHASED SPECIAL SERVICES: PROGRAM SERVICE EXPENSES 46,481. MANAGEMENT AND GENERAL EXPENSES 5,266. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,747. SPEECH THERAPY: PROGRAM SERVICE EXPENSES 121,814. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 121,814. FORM 990, PART XI, LINE 9: CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING STANDARD 156,817. FORM 990, PAGE 5, PART V, LINE 1A BAYLEIGH CHASE, INC. IS AN AFFILIATE IN A GROUP OF WHICH INTEGRACE, INC. (EIN 52-1710891) IS CONSIDERED THE PARENT. INTEGRACE, INC., AS PART OF ITS MANAGEMENT FUNCTIONS FOR THE GROUP, ISSUES ALL 1099 INFORMATION FORMS UNDER ITS EIN. BAYLEIGH CHASE, INC. IS THEN ALLOCATED APPROPRIATE AMOUNTS FOR PROFESSIONAL SERVICES WHICH ARE THEN REPORTED ON PART IX OF THE FORM 990. BUCKINGHAM'S CHOICE INC 576 JOHNSVILLE ROAD ELDERSBURG MD 21784 521929311 OPERATES A NON-PROFIT HOME FOR THE AGING MD 501(C)(3) LINE 10 INTEGRACE INC 0 INTEGRACE INC 576 JOHNSVILLE ROAD ELDERSBURG MD 21784 521710891 PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES TO NON-PROFIT AFFILIATES MD 501(C)(3) LINE 10 N/A 0 FAIRHAVEN INC 576 JOHNSVILLE ROAD ELDERSBURG MD 21784 237405177 OPERATES A NON-PROFIT HOME FOR THE AGING MD 501(C)(3) LINE 10 INTEGRACE INC 0 COPPER RIDGE INC 576 JOHNSVILLE ROAD ELDERSBURG MD 21784 521750659 OPERATES A LONG-TERM CARE FACILITY MD 501(C)(3) LINE 10 INTEGRACE INC 0 INTEGRACE INSTITUTE INC 576 JOHNSVILLE ROAD ELDERSBURG MD 21784 522139438 RESEARCH AND EDUCATION INVOLVING AGING PERSONS MD 501(C)(3) LINE 10 INTEGRACE INC 0 INTEGRACE HEALTH INC 576 JOHNSVILLE ROAD ELDERSBURG MD 21784 521234495 OUTPATIENT MEDICAL SERVICES MD 501(C)(3) LINE 10 INTEGRACE INC 0 INTEGRACE MANAGEMENT INC 7200 THIRD AVENUE SYKESVILLE MD 21784 521547917 SENIOR LIVING CONSULTING SERVICES MD N/A C 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 1 0 0 0 0