NATIONAL LUTHERAN INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL LUTHERAN INC (EIN 47-2584315)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-26
- IRS object ID
- 201911169349300431
- Schema version
- 2018v3.1
- 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 | 2019-04-26T10:57:57-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W PHILADELPHIA STREET SUITE 200 | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472584315 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL LUTHERAN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 3013542710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 RESEARCH BOULEVARD NO 310 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD MAZZA | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 3013542710 | PhoneNum |
| Signature | 2019-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7178467000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.80.2.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-24 | IPDt |
| IP Tm | 10:07:16 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F58787FA80410BAE38B710EAF9FCC5760AD3BCDF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL LUTHERAN COMMUNITIES & SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAWRENCE BRADSHAW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 RESEARCH BOULEVARD NO 310 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,401,155 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NATIONALLUTHERAN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO SERVE AS CORPORATE OVERSIGHT FOR ITS AFFILIATED COMMUNITIES DESIGNED FOR SENIORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $2,438 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,615 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,333 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,831,817 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,269,368 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,272 | PYInvestmentIncomeAmt |
| CY Investment Income | $28,692 | CYInvestmentIncomeAmt |
| PY Other Revenue | $74,441 | PYOtherRevenueAmt |
| CY Other Revenue | $77,762 | CYOtherRevenueAmt |
| PY Total Revenue | $5,921,145 | PYTotalRevenueAmt |
| CY Total Revenue | $6,401,155 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $263,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $519,592 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,534,394 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,631,730 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $968,177 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,067,351 | PYOtherExpensesAmt |
| CY Other Expenses | $5,498,143 | CYOtherExpensesAmt |
| PY Total Expenses | $11,864,745 | PYTotalExpensesAmt |
| CY Total Expenses | $14,649,465 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,943,600 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,248,310 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,710,264 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,867,974 | TotalAssetsEOYAmt |
| Total Liabilities BOY | -$439,461 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,055,433 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,149,725 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,812,541 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO FULFILL ITS CHRISTIAN MINISTRY, NATIONAL LUTHERAN COMMUNITIES & SERVICES IS ORGANIZED TO PROVIDE AN ARRAY OF OPTIONS FOR SENIORS INCLUDING RESIDENTIAL LIVING AS WELL AS HOME AND COMMUNITY-BASED SERVICES WHICH ARE DESIGNED TO MEET INDIVIDUAL NEEDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,760,749 | ExpenseAmt |
| Grant | $519,592 | GrantAmt |
| Revenue | $6,269,368 | RevenueAmt |
| Desc | TO SERVE AS CORPORATE OVERSIGHT WHICH INCLUDES, BUT IS NOT LIMITED TO, THE MARKETING, DEVELOPMENT, INFORMATION TECHNOLOGY, PHILANTHROPY, FINANCE, AND HUMAN RESOURCE SERVICES OF TWO CCRC COMMUNITIES AND ONE DUAL-CERTIFIED INDEPENDENT LIVING/ASSISTED LIVING FACILITY THAT PROVIDES SENIORS WITH HOUSING, MEDICAL ATTENTION, AND ANY SERVICES THAT PROMOTE GOOD EMOTIONAL AND PHYSICAL HEALTH IN A CHRISTIAN ENVIRONMENT. CURRENTLY THE ORGANIZATION IS OVERSEEING THE FUTURE DEVELOPMENT OF A CCRC TO BE LOCATED IN ANNAPOLIS, MD, AND AN EXPANSION AT THE VILLAGE AT ROCKVILLE. | Desc |
| Total Program Service Expenses | $5,760,749 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 59 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD MAZZA CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3013542710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 RESEARCH BLVD SUITE 301 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| REV JOSEPH P LETTRICH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV JOHN WERTZ JR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV DR WOLLOM A JENSEN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV DR SCOTT S ICKERT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV DEBBIE DUKES | ||||||||
| TREASURER/SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LISA BEHR | ||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MIKE RODGERS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE SWANSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DRTOMMIE L ROBINSONJRPHD | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DONNA DUSS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE BRADSHAW | ||||||||
| PRESIDENT/CEO | 10.00 | Yes (X) | $421,855 | $0 | $32,395 | Yes (X) | 30.00 | |
| ELIZABETH FLURY | ||||||||
| BOARD MEMBER (RES. FEB. '18) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD MAZZA | ||||||||
| CHIEF FINANCIAL OFFICER | 10.00 | $198,109 | $0 | $10,236 | Yes (X) | 30.00 | ||
| CYNTHIA WALTERS | ||||||||
| CHIEF OPERATING OFFICER | 7.50 | $288,575 | $0 | $29,705 | Yes (X) | 32.50 | ||
| CAMILLE ROUSSEL | ||||||||
| CHIEF QUALITY & PERF.(UNTIL 8/18) | 40.00 | $177,888 | $0 | $18,143 | Yes (X) | |||
| KAREN SROKA | ||||||||
| CLIN. QUALITY & PERFORMANCE LEADER | 40.00 | $151,494 | $0 | $16,942 | Yes (X) | |||
| JAE SHIN | ||||||||
| DIR. INFORMATION TECHNOLOGY | 40.00 | $161,677 | $0 | $22,761 | Yes (X) | |||
| KATHLEEN O'HALLORAN | ||||||||
| CHIEF TALENT & CULTURE OFFICER | 40.00 | $176,484 | $0 | $19,409 | Yes (X) | |||
| KATHRYN BAERWALD | ||||||||
| CHIEF PHILANTHROPY OFFICER | 40.00 | $178,837 | $0 | $24,335 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,754,919 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $173,926 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | 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 |
|---|---|---|---|---|---|
| FUNCTIONAL PATHWAYS | |||||
| 10133 SHERRILL BLVD SUITE 200 | KNOXVILLE | TN | 37932 | MEDICAL SERVICES | $2,068,885 |
| DIVISION 9 CONSTRUCTION | |||||
| PO BOX 286 | NEW MARKET | MD | 21774 | CONSTRUCTION | $794,100 |
| HDHI CONSTRUCTION | |||||
| 21804 DILLER LANE | BOYDS | MD | 20841 | CONSTRUCTION | $368,452 |
| ARCH CONSULTANTS | |||||
| 300 KNIGHTSBRIDGE PARKWAY STE 340 | LINCOLNSHIRE | IL | 60069 | PROJECT DEVELOPMENT | $364,908 |
| ASPIRE CONSULTING PARTNERS | |||||
| 12890 BLALOCK DRIVE | FISHERS | IN | 46037 | CONSULTING SVC. | $316,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $25,333 | AllOtherContributionsAmt |
| Total Contributions | $25,333 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 623000 | $4,500,452 | $4,500,452 |
| RESIDENT SERVICE REV. | 623000 | $1,768,916 | $1,768,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,269,368 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,692 | TotalRevenueColumnAmt |
| Exclusion | $28,692 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| DEVELOPER FEES | 900099 | $74,288 | $74,288 | |
| CONSULTING REVENUE | 900099 | $2,438 | $2,438 | |
| OTHER ANCILLARY REVENU | 900099 | $1,036 | $1,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $77,762 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,401,155 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,269,368 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,438 | UnrelatedBusinessRevenueAmt |
| Exclusion | $104,016 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,592 | TotalAmt |
| Program Services | $519,592 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $980,875 | TotalAmt |
| Management And General | $980,875 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,336,166 | TotalAmt |
| Program Services | $3,201,043 | ProgramServicesAmt |
| Management And General | $2,456,240 | ManagementAndGeneralAmt |
| Fundraising | $678,883 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,770 | TotalAmt |
| Program Services | $48,356 | ProgramServicesAmt |
| Management And General | $16,418 | ManagementAndGeneralAmt |
| Fundraising | $37,996 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,888 | TotalAmt |
| Program Services | $176,320 | ProgramServicesAmt |
| Management And General | $440,317 | ManagementAndGeneralAmt |
| Fundraising | $68,251 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,031 | TotalAmt |
| Program Services | $168,494 | ProgramServicesAmt |
| Management And General | $302,345 | ManagementAndGeneralAmt |
| Fundraising | $56,192 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,483 | TotalAmt |
| Management And General | $101,483 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,447 | TotalAmt |
| Management And General | $73,447 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,919 | TotalAmt |
| Management And General | $87,919 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175 | TotalAmt |
| Management And General | $175 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,471 | TotalAmt |
| Management And General | $4,471 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,572,299 | TotalAmt |
| Program Services | $206,726 | ProgramServicesAmt |
| Management And General | $1,362,469 | ManagementAndGeneralAmt |
| Fundraising | $3,104 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,820 | TotalAmt |
| Management And General | $108,473 | ManagementAndGeneralAmt |
| Fundraising | $55,347 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,742 | TotalAmt |
| Program Services | $62,682 | ProgramServicesAmt |
| Management And General | $475,240 | ManagementAndGeneralAmt |
| Fundraising | $21,820 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,346 | TotalAmt |
| Program Services | $4,516 | ProgramServicesAmt |
| Management And General | $495,113 | ManagementAndGeneralAmt |
| Fundraising | $13,717 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,604 | TotalAmt |
| Program Services | $61,019 | ProgramServicesAmt |
| Management And General | $402,585 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,256 | TotalAmt |
| Program Services | $101,564 | ProgramServicesAmt |
| Management And General | $85,692 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481 | TotalAmt |
| Management And General | $481 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,280 | TotalAmt |
| Program Services | $17,329 | ProgramServicesAmt |
| Management And General | $39,951 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,097 | TotalAmt |
| Program Services | $3,461 | ProgramServicesAmt |
| Management And General | $294,636 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBI TAX | $6,206 | $6,206 | ||
| LOSS ON ABANDONED PROJ. | $810,542 | $810,542 | ||
| DUES AND SUBSCRIPTIONS | $335,269 | $140,487 | $161,971 | $32,811 |
| BAD DEBT | $77,345 | $77,345 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,361 | TotalAmt |
| Program Services | $139,789 | ProgramServicesAmt |
| Management And General | $45,516 | ManagementAndGeneralAmt |
| Fundraising | $56 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,649,465 | TotalAmt |
| Program Services | $5,760,749 | ProgramServicesAmt |
| Management And General | $7,920,539 | ManagementAndGeneralAmt |
| Fundraising | $968,177 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,022 | BOYAmt |
| EOY | $10,773 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,217 | BOYAmt |
| EOY | $1,885,142 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,729 | BOYAmt |
| EOY | $279,539 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,202 | BOYAmt |
| EOY | $13,259 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,490 | BOYAmt |
| EOY | $437,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,205,648 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,713,708 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,795,009 | BOYAmt |
| EOY | $15,491,940 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $750,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,595 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,710,264 | BOYAmt |
| EOY | $18,867,974 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $852,879 | BOYAmt |
| EOY | $1,574,079 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,292,340 | BOYAmt |
| EOY | $1,481,354 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$439,461 | BOYAmt |
| EOY | $3,055,433 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,143,205 | BOYAmt |
| EOY | $15,771,662 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,070 | BOYAmt |
| EOY | $18,210 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,450 | BOYAmt |
| EOY | $22,669 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,149,725 | BOYAmt |
| EOY | $15,812,541 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,710,264 | BOYAmt |
| EOY | $18,867,974 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$8,248,310 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$2,088,874 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | 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 Minus2 Years | $15,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,333 | CurrentTaxYearAmt |
| Total | $52,603 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $5,000,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,831,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,269,368 | CurrentTaxYearAmt |
| Total | $17,101,518 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $5,015,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,843,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,294,701 | CurrentTaxYearAmt |
| Total | $17,154,121 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $4,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,555 | CurrentTaxYearAmt |
| Total | $18,255 | 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 Minus2 Years | $4,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,555 | CurrentTaxYearAmt |
| Total | $18,255 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $17,135,866 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $663 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,692 | CurrentTaxYearAmt |
| Total | $30,127 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $663 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,692 | CurrentTaxYearAmt |
| Total | $30,127 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,438 | CurrentTaxYearAmt |
| Total | $1,438 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $74,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,324 | CurrentTaxYearAmt |
| Total | $149,765 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $5,016,651 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,918,645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,400,155 | CurrentTaxYearAmt |
| Total | $17,335,451 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | CONSULTING REVENUE - 2017 AMOUNT: $ 74,441. DEVELOPER FEES - 2018 AMOUNT: $ 74,288. OTHER ANCILLARY REVENUE - 2018 AMOUNT: $ 1,036. | ExplanationTxt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $175 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $175 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | NATIONAL LUTHERAN, INC. PAYS DUES TO LEADINGAGE. A PORTION OF THE DUES PAID TO THIS ORGANIZATION IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID THAT ARE ALLOCABLE TO LOBBYING IS $175. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,823,775 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,713,708 | DepreciationAmt |
| Book Value | $110,067 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,381,873 | OtherCostOrOtherBasisAmt |
| Book Value | $15,381,873 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,491,940 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $1,481,354 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,481,354 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,396,684 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$4,471 | OtherRevenueAmt |
| Revenue Not Reported | -$4,471 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,401,155 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,401,155 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,644,994 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,644,994 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,471 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,471 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,649,465 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT FEES -4,471. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 4,471. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (41 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AHC GREATER BALTIMORE | |||||||
| 1501 SAINT PAUL STREET | BALTIMORE | MD | 21202 | 331089573 | 501(C)(3) | $12,500 | EXPANSION OF HEALTH PARTNERSHIPS AND ON-SITE PROGRAMMING TO 75 SENIORS IN THE MONTEVERDE LOW INCOME APARTMENT COMPLEX |
| ARTS FOR THE AGING-MARYLAND INC | |||||||
| 15800 CRABBS BRANCH WAY SUITE 300 | ROCKVILLE | MD | 20852 | 521978088 | 501(C)(3) | $12,500 | PROVISION OF THE WEEKLY AND BI-WEEKLY JOY IN GENERATION ARTS PROGRAMMING FOR SENIORS IN 26 COMMUNITY AND RESIDENTIAL CARE SETTINGS IN THE DC AREA |
| BAY AGING | |||||||
| PO BOX 610 | URBANNA | VA | 23175 | 541085032 | 501(C)(3) | $6,000 | PROVISION OF TRANSPORTATION FOR SENIORS TO MEDICAL APPOINTMENTS IN A RURAL 10 COUNTY REGION |
| BLUE RIDGE AREA FOOD BANK | |||||||
| PO BOX 937 | VERONA | VA | 24482 | 521202644 | 501(C)(3) | $20,000 | EXPANSION OF THE "REACH PROGRAM" TO REACH AN ADDITIONAL 100 SENIORS PER MONTH WITH SHELF-STABLE FOOD |
| BLUE RIDGE HOSPICE | |||||||
| 333 W CORK STREET | WINCHESTER | VA | 22601 | 541126227 | 501(C)(3) | $10,000 | PROVISION OF FUNDING FOR THE PATIENT CARE FUND TO SUPPORT SENIORS IN NEED OF END-OF-LIFE HOSPICE CARE |
| COMMUNITY MINISTRIES OF ROCKVILLE | |||||||
| 1010 GRANDIN AVENUE | ROCKVILLE | MD | 20851 | 520910334 | 501(C)(3) | $10,000 | PROVISION OF WEEKLY HOME CARE SERVICES, CASE MANAGEMENT AND HOME REPAIRS TO LOW INCOME FRAIL ELDERLY INDIVIDUALS IN ROCKVILLE |
| CROSSROADS COMMUNITY FOOD NETWORK | |||||||
| 6930 CARROLL AVENUE | TAKOMA PARK | MD | 20912 | 364635237 | 501(C)(3) | $10,000 | PROVISION OF HEALTHY FOOD AND POSITIVE SOCIAL INTERACTIONS FOR SENIORS AT A WEEKLY FARMERS MARKET AS WELL AS LINKAGES WITH COMMUNITY-BASED SOCIAL SERVICES |
| DELAWARE ECUMENICAL COUNCIL ON CHILDREN AND FAMILIES | |||||||
| 240 NORTH JAMES STREET | WILMINGTON | DE | 19804 | 510341283 | 501(C)(3) | $11,500 | MOBILIZATION OF FAITH COMMUNITIES INCREASE VOLUNTEER CAREGIVING TO ENABLE SENIORS TO GAIN GREATER ACCESS TO COMMUNITY RESOURCES |
| GRACEINSIDE | |||||||
| 2828 EMERYWOOD PARKWAY | RICHMOND | VA | 23294 | 540542300 | 501(C)(3) | $27,000 | PROVISION OF CHAPLAIN SERVICES TO MEN'S GERIATRIC PRISON IN VIRGINIA |
| HABITAT FOR HUMANITY OF FREDERICK COUNTY MD | |||||||
| 117 E CHURCH STREET | FREDERICK | MD | 21701 | 521820647 | 501(C)(3) | $8,500 | HOUSE REPAIRS |
| HEART OF VIRGINIA FREE CLINIC | |||||||
| 1702 SOUTH MAIN STREET | FARMVILLE | VA | 23901 | 272785970 | 501(C)(3) | $6,950 | MEDICAL ASSISTANCE |
| HIGHLAND FOOD PANTRY | |||||||
| PO BOX 1762 | WINCHESTER | VA | 22604 | 464661240 | 501(C)(3) | $12,500 | SUPPORT OF SPECIAL DELIVERY PROJECT (15 - 20 POUNDS OF FOOD ON A MONTHLY BASIS) FOR FOOD INSECURE SENIORS IN WINCHESTER AREA |
| INSIGHT MEMORY CARE CENTER | |||||||
| 3953 PENDER DRIVE | FAIRFAX | VA | 22030 | 521361974 | 501(C)(3) | $7,500 | EDUCATION |
| JEFFERSON AREA BOARD FOR AGING | |||||||
| 674 HILLSDALE DRIVE | CHARLOTTESVILLE | VA | 22901 | 540990078 | 501(C)(3) | $20,000 | PROVISION OF THE LIVEWELL, VIRGINIA! WORKSHOPS TO SENIORS WITH CHRONIC DISEASES |
| JEWISH SOCIAL SERVICE AGENCY | |||||||
| 200 WOOD HILL ROAD | ROCKVILLE | MD | 20850 | 530196598 | 501(C)(3) | $12,500 | PROVISION OF CULTURALLY AND LINGUISTICALLY COMPETENT SMALL GROUP SOCIALIZATION OPPORTUNITIES FOR HOLOCAUST SURVIVORS LIVING IN FAIRFAX COUNTY, VA AND MONTGOMERY COUNTY, MD |
| LOCAL OFFICE ON AGING | |||||||
| PO BOX 14205 | ROANOKE | VA | 24038 | 540916248 | 501(C)(3) | $7,000 | ENHANCEMENT OF CHRONIC DISEASE SELF MANAGEMENT PROGRAM AND ABILITY TO OFFER DIABETES SELF MANAGEMENT |
| MARYLAND CONSUMER RIGHTS COALITION | |||||||
| 2209 MARYLAND AVENUE | BALTIMORE | MD | 21218 | 522266235 | 501(C)(3) | $20,000 | ENROLLMENT OF 1000 MARYLAND LOW TO MODERATE INCOME OLDER ADULTS IN UNDERUTILIZED HOUSING TAX CREDIT PROGRAMS SO THAT THESE INDIVIDUALS WILL HAVE ADDITIONAL RESOURCES TO PAY FOR DAILY NECESSITIES |
| MECHANICSVILLE CHURCHES EMERGENCY FUNCTIONS | |||||||
| PO BOX 604 | MECHANICSVILLE | VA | 23111 | 331168177 | 501(C)(3) | $7,500 | TRANSPORTATION |
| MENTAL HEALTH AMERICA OF FREDERICKSBURG | |||||||
| 2217 PRINCESS ANNE STREET | FREDERICKSBURG | VA | 22401 | 540678704 | 501(C)(3) | $7,500 | SUPPORT OF THE SENIOR VISITORS PROGRAM TO PROVIDE WEEKLY VISITS TO 108 SOCIALLY ISOLATED SENIORS TO HELP PREVENT DEPRESSION AND SUICIDE |
| MONTGOMERY COUNTY COALITION FOR THE HOMELESS | |||||||
| 600-B EAST GUDE DRIVE | ROCKVILLE | MD | 20850 | 521735674 | 501(C)(3) | $10,000 | CRISIS ASSISTANCE |
| NEWARK SENIOR CENTER | |||||||
| 200 WHITE CHAPEL DRIVE | NEWARK | DE | 19713 | 510104695 | 501(C)(3) | $13,500 | EXPANSION OF THE TRANSPORTATION PROGRAM TO ENABLE MORE SENIORS TO ATTEND THE EARLY MEMORY LOSS PROGRAM |
| PENINSULA AGENCY ON AGING INC | |||||||
| 739 THIMBLE SHOALS BOULEVARD | NEWPORT NEWS | VA | 23606 | 510151069 | 501(C)(3) | $10,000 | EDUCATION |
| PIEDMONT SENIOR RESOURCES | |||||||
| 1413 SOUTH MAIN STREET | FARMVILLE | VA | 23901 | 541025127 | 501(C)(3) | $15,000 | TRANSPORTATION |
| RAPPAHANNOCK RAPIDAN COMMUNITY SERVICES | |||||||
| P O BOX 1568 | CULPEPER | VA | 22701 | 237238218 | 501(C)(3) | $12,000 | EXPANSION OF LIVEWELL, VIRGINIA! CHRONIC DISEASE MANAGEMENT COURSES THROUGHOUT THE CULPEPER AREA |
| REBUILDING TOGETHER DC ALEXANDRIA | |||||||
| 700 PRINCESS STREET | ALEXANDRIA | VA | 22314 | 541389286 | 501(C)(3) | $18,500 | PRESERVATION OF THE HOMES OF LOW-INCOME SENIORS BY OFFERING MINOR HOME REPAIRS SO THAT SENIORS CAN AGE IN PLACE |
| REBUILDING TOGETHER MONTGOMERY COUNTY | |||||||
| 18225-A FLOWER HILL WAY | GAITHERSBURG | MD | 20879 | 521667026 | 501(C)(3) | $10,000 | CRISIS ASSISTANCE |
| REBUILDING TOGETHERARLINGTONFAIRFAXFALLS CHURCH INC | |||||||
| 10723 MAIN STREET | FAIRFAX | VA | 22030 | 274158090 | 501(C)(3) | $10,000 | CRISIS ASSISTANCE |
| SENIOR SERVICES OF ALEXANDRIA | |||||||
| 700 PRINCESS STREET | ALEXANDRIA | VA | 22314 | 540842806 | 501(C)(3) | $7,500 | GENERAL OPERATIONS |
| SENIOR SERVICES OF SOUTHEASTERN VIRGINIA | |||||||
| 6350 CENTER DRIVE | NORFOLK | VA | 23502 | 546069786 | 501(C)(3) | $12,500 | EXPANSION OF EVIDENCE-BASED ENHANCEFITNESS, OFFERED TO SENIORS AND THEIR CAREGIVERS, TO THREE ADDITIONAL SITES IN SOUTH HAMPTON ROADS |
| SHENANDOAH DENTAL CLINIC | |||||||
| 124 VALLEY VISTA DRIVE | WOODSTOCK | VA | 22664 | 680657235 | 501(C)(3) | $10,000 | PROVISION OF DENTURES TO LOW-INCOME SENIORS IN ORDER TO ENABLE THE EATING OF A HEALTHY AND BALANCED DIET TO PREVENT DISEASE AND NUTRITIONAL DEFICIENCIES |
| SHENANDOAH VALLEY LUTHERAN MINISTRIES | |||||||
| PO BOX 132 | TOMS BROOK | VA | 22660 | 271675977 | 501(C)(3) | $10,000 | SUPPORT OF THE FAITH COMMUNITY NURSE PROGRAM IN THE SHENANDOAH VALLEY |
| SILVER SPRING VILLAGE | |||||||
| PO BOX 8217 | SILVER SPRING | MD | 20907 | 460723926 | 501(C)(3) | $7,500 | SUPPORT OF NORC (NATURALLY OCCURRING RETIREMENT COMMUNITY) PROGRAMS TO SENIORS IN SILVER SPRING |
| SOUTHERN MARYLAND TRI-COUNTY COMMUNITY ACTION COMMITTEE INC | |||||||
| 8371 OLD LEONARDTOWN ROAD | HUGHESVILLE | MD | 20637 | 526066477 | 501(C)(3) | $10,000 | PROVISION OF MEDICAL, THERAPEUTIC AND SUPPORTIVE SERVICES TO SENIORS IN THE FRIENDLY HEALTH SERVICES AND SENIOR COMPANION PROGRAMS |
| VALLEY PROGRAM FOR AGING SERVICES | |||||||
| P O BOX 817 | WAYNESBORO | VA | 22980 | 540958526 | 501(C)(3) | $7,500 | PROVISION OF TRANSPORTATION SERVICES FOR SENIORS IN AUGUSTA AND ROCKINGHAM COUNTIES |
| VIRGINIA PENINSULA FOODBANK | |||||||
| 2401 ALUMINUM AVENUE | HAMPTON | VA | 23661 | 541422298 | 501(C)(3) | $20,000 | PURCHASE OF PRODUCE FOR MONTHLY DISTRIBUTION TO 700 SENIORS AT 11 MOBILE FOOD PANTRY SITES LOCATED AT LOW-INCOME SENIOR LIVING APARTMENTS |
| VIRGINIA TECH ADULT DAY SERVICES | |||||||
| 102 WALLACE HALL | BLACKSBURG | VA | 24060 | 540721690 | 501(C)(3) | $21,034 | DEVELOPMENT AND IMPLEMENTATION OF A 16-SESSION COURSE FOR SENIORS WITH MILD COGNITIVE IMPAIRMENT |
| CAPITOL HILL VILLAGE | |||||||
| 725 8TH ST SE | WASHINGTON | DC | 20003 | 205150809 | 501(C)(3) | $7,500 | SUPPORT OF NORC (NATURALLY OCCURRING RETIREMENT COMMUNITY) PROGRAMS TO SENIORS IN SILVER SPRING |
| EDLAVITCH DC JEWISH COMMUNITY CENTER | |||||||
| 1529 SIXTEENTH ST NW | WASHINGTON | DC | 20036 | 521398151 | 501(C)(3) | $10,000 | ADULT DAY PROGRAM |
| FOOD & FRIENDS | |||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | 521648941 | 501(C)(3) | $27,500 | SUPPORT FOR THE SPECIALIZED NUTRITION FOR CRITICALLY ILL SENIORS PROGRAM SERVING 832 SENIORS WITH HIV/AIDS, CANCER, OR OTHER CRITICAL ILLNESS |
| SARAH'S CIRCLE | |||||||
| 2551 17TH ST NW | WASHINGTON | DC | 20009 | 521338101 | 501(C)(3) | $5,000 | CRISIS ASSISTANCE |
| WE ARE FAMILY SENIOR OUTREACH NETWORK INC | |||||||
| 1380 MONROE ST NW | WASHINGTON | DC | 20010 | 262902518 | 501(C)(3) | $20,000 | EXPANSION OF THE FOOD PROGRAM FOR INNER-CITY, LOW-INCOME SENIORS, INCLUDING DELIVERY OF FRESH PRODUCE IN THE SUMMER/FALL AND YEAR ROUND DELIVERY OF GROCERIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 41 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANT RECIPIENTS ARE REQUIRED TO AGREE TO THE TERMS & CONDITIONS WHICH SPECIFY THAT A REPRESENTATIVE OF IMPACT 1890 MAY INSPECT THE BOOKS AND RECORDS OF THE GRANT RECIPIENT AS RELATED TO THE GRANT. ALL GRANT RECIPIENTS COMPLETE AN END OF YEAR REPORT, WHICH INCLUDES A FINANCIAL RECONCILIATION OF AMOUNT AWARDED AND AMOUNTS SPENT, INCLUDING THE PURPOSES FOR WHICH GRANT MONIES WERE EXPENDED. GRANT RECIPIENTS RECEIVING MORE THAN $5,000 RECEIVE THE FIRST HALF OF THE AWARD UPON RECEIPT OF THE SIGNED TERMS & CONDITIONS; THE SECOND PAYMENT IS MADE FOLLOWING RECEIPT OF A MID-YEAR REPORT, WHICH INCLUDES INFORMATION AS TO THE EXPENDITURE OF FUNDS AND PURPOSES OF SUCH EXPENDITURES. FINALLY, ALL GRANT RECIPIENTS, REGARDLESS OF THE SIZE OF THE GRANT, ARE VISITED DURING THE GRANT PERIOD BY A MEMBER OF THE IMPACT 1890 STAFF AND, AT TIMES, MEMBERS OF THE IMPACT 1890 BOARD OF DIRECTORS (BOARD), THE GROUP GRANTED AUTHORITY BY THE NATIONAL LUTHERAN, INC. TO AWARD THE GRANTS. ANY FUNDS REMAINING AT THE END OF THE GRANT PERIOD MUST EITHER BE RETURNED TO IMPACT 1890 OR MAY BE SPENT DOWN IN ACCORDANCE WITH A SPEND DOWN PLAN APPROVED BY THE BOARD. DUE TO THE TRANSITION OF THE GRANT PROGRAM FROM NLI TO IMPACT 1890 ON JANUARY 1, 2018, SCHEDULE I INCLUDES TWO YEARS OF GRANT RECIPIENTS. SOME OF THE GRANT RECIPIENTS RECEIVED GRANTS IN BOTH YEARS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| 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 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAWRENCE BRADSHAW | ||||||||||||||
| PRESIDENT/CEO | $386,203 | $0 | $35,652 | $0 | $0 | $0 | $19,914 | $0 | $12,481 | $0 | $454,250 | $0 | $0 | $0 |
| RICHARD MAZZA | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $190,926 | $0 | $0 | $0 | $7,183 | $0 | $7,785 | $0 | $2,451 | $0 | $208,345 | $0 | $0 | $0 |
| CYNTHIA WALTERS | ||||||||||||||
| CHIEF OPERATING OFFICER | $258,874 | $0 | $22,518 | $0 | $7,183 | $0 | $14,636 | $0 | $15,069 | $0 | $318,280 | $0 | $0 | $0 |
| CAMILLE ROUSSEL | ||||||||||||||
| CHIEF QUALITY & PERF.(UNTIL 8/18) | $164,266 | $0 | $13,622 | $0 | $0 | $0 | $7,727 | $0 | $10,416 | $0 | $196,031 | $0 | $0 | $0 |
| KAREN SROKA | ||||||||||||||
| CLIN. QUALITY & PERFORMANCE LEADER | $145,278 | $0 | $6,216 | $0 | $0 | $0 | $8,891 | $0 | $8,051 | $0 | $168,436 | $0 | $0 | $0 |
| JAE SHIN | ||||||||||||||
| DIR. INFORMATION TECHNOLOGY | $154,331 | $0 | $7,346 | $0 | $0 | $0 | $6,468 | $0 | $16,293 | $0 | $184,438 | $0 | $0 | $0 |
| KATHLEEN O'HALLORAN | ||||||||||||||
| CHIEF TALENT & CULTURE OFFICER | $165,166 | $0 | $11,318 | $0 | $0 | $0 | $10,140 | $0 | $9,269 | $0 | $195,893 | $0 | $0 | $0 |
| KATHRYN BAERWALD | ||||||||||||||
| CHIEF PHILANTHROPY OFFICER | $165,812 | $0 | $13,025 | $0 | $0 | $0 | $10,535 | $0 | $13,800 | $0 | $203,172 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | EXECUTIVE APARTMENS WERE PROVIDED FOR USE BY CYNTHIA WALTERS, COO & RICHARD MAZZA, CFO. THIS WAS REPORTED AS TAXABLE COMPENSATION ON THEIR FORMS W-2. |
| PART I, LINE 7 | BONUSES ARE DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND ARE BASED ON A VARIETY OF FACTORS SUCH AS WHETHER CAMPUS BUDGETS ARE MET, HOW EACH CAMPUS DOES ON ITS RESPECTIVE NURSING/HEALTH CARE SURVEY AND HOW EACH SENIOR LEADER DOES IN OBTAINING HIS OR HER GOALS FOR THE YEAR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO AND PRESIDENT PERFORM AN INITIAL REVIEW OF THE FORM 990. UPON APPROVAL, THE FORM 990 IS MADE AVAILABLE TO EACH BOARD MEMBER FOR REVIEW AND APPROVAL AT A BOARD MEETING PRIOR TO TRANSMISSION OF THE RETURN TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND KEY EMPLOYEES SIGN A CONFLICT OF INTEREST STATEMENT EACH YEAR. IF A CONFLICT IS IDENTIFIED, IT IS 1) IDENTIFIED AND DISCUSSED WITH THE BOARD AND 2) REVIEWED AND DOCUMENTED BY MANAGEMENT. IF AN ACTUAL OR POTENTIAL CONFLICT IS IDENTIFIED, THE BOARD MEMBER, OFFICER, OR EMPLOYEE WILL RECUSE HIM OR HERSELF FROM ANY CONVERSATIONS, DECISIONS, OR OTHER ACTIVITIES AND DISCUSSIONS INVOLVING THE CONFLICT. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE CONFLICT OF INTEREST POLICY AS POTENTIAL SOURCES OF CONFLICTS WITH INTERESTED PERSONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD DETERMINES THE COMPENSATION FOR THE CEO THROUGH THE COMBINED USE OF SEVERAL METHODS. THE EXECUTIVE COMMITTEE SERVES AS A COMPENSATION COMMITTEE WHICH OVERSEES THE PROCESS. COMPENSATION SURVEYS ARE PERFORMED BY AN OUTSIDE HR CONSULTING FIRM, PRM, USING LOCAL MARKET DATA. THE CEO, EXECUTIVE DIRECTOR, AND DIRECTOR OF HUMAN RESOURCES USE SALARY SURVEYS TO DETERMINE THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES TO ENSURE THEY ARE WITHIN THE LOCAL MARKET RANGE. THE SERVICES THE INDIVIDUAL PROVIDES TO THE ORGANIZATION AND THE TENURE OF THE OFFICER ARE ALSO FACTORS CONSIDERED IN SALARY DETERMINATIONS. ONCE THE EXECUTIVE COMMITTEE GIVES ITS APPROVAL, ITS DECISIONS ARE NOTED AT THE BOARD LEVEL. |
| 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 AND AT NO COST. THE DOCUMENTS WILL ALSO BE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 188,099. MANAGEMENT AND GENERAL EXPENSES 921,872. FUNDRAISING EXPENSES 3,104. TOTAL EXPENSES 1,113,075. MAINTENANCE & EQUIPMENT CONTRACTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,624. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,624. MEDICAL CARE FEES: PROGRAM SERVICE EXPENSES 18,627. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,627. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 417,973. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 417,973. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY SERVICES LLC | |||||||||
| 2301 RESEARCH BLVD STE 310 | ROCKVILLE | MD | 20850 | 371843616 | PROJECT MANAGEMENT | MD | $1,768,808 | $360,541 | NATIONAL LUTHERAN INC |
| MYPOTENTIAL MD | |||||||||
| 2301 RESEARCH BLVD STE 310 | ROCKVILLE | MD | 20850 | 812686381 | HEALTH CLINIC | MD | $361,948 | $76,753 | COMMUNITY SERVICES LLC |
| MYPOTENTIAL VA | |||||||||
| 2301 RESEARCH BLVD STE 310 | ROCKVILLE | MD | 20850 | 474102818 | HEALTH CLINIC | VA | $1,298,102 | $237,876 | COMMUNITY SERVICES LLC |
| TVOR CLINIC LLC | |||||||||
| 2301 RESEARCH BLVD STE 310 | ROCKVILLE | MD | 20850 | 300962299 | HEALTH CLINIC | MD | $108,758 | $45,912 | COMMUNITY SERVICES LLC |
| IMPACT 1890 LLC | |||||||||
| 2301 RESEARCH BLVD STE 310 | ROCKVILLE | MD | 20850 | 301007964 | GRANT PAYMENTS | MD | $0 | $0 | NATIONAL LUTHERAN INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| THE VILLAGE AT ORCHARD RIDGE INC | ||||||||||
| 400 CLOCKTOWER RIDGE DRIVE | WINCHESTER | VA | 22603 | 263445374 | CONTINUTING CARE RETIREMENT COMMUNITY | VA | 501(C)(3) | LINE 10 | NATIONAL LUTHERAN INC | Yes (1) |
| THE VILLAGE AT ROCKVILLE INC | ||||||||||
| 9701 VEIRS DRIVE | ROCKVILLE | MD | 20850 | 530196624 | CONTINUTING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | NATIONAL LUTHERAN INC | Yes (1) |
| THE LEGACY AT NORTH AUGUSTA INC | ||||||||||
| 1410 A NORTH AUGUSTA STREET | STAUNTON | VA | 24401 | 452857307 | RESIDENTIAL CARE AND ASSISTED LIVING FACILITY | VA | 501(C)(3) | LINE 10 | NATIONAL LUTHERAN INC | Yes (1) |
| THE VILLAGE AT PROVIDENCE POINT INC | ||||||||||
| 2301 RESEARCH BLVD | ROCKVILLE | MD | 20850 | 454024593 | CONTINUTING CARE RETIREMENT COMMUNITY | MD | 501(C)(3) | LINE 10 | NATIONAL LUTHERAN INC | Yes (1) |
| NATIONAL LUTHERAN HOME FOR THE AGED INC | ||||||||||
| 2301 RESEARCH BLVD | ROCKVILLE | MD | 20850 | 262222476 | SUPPORTING ORGANIZATION | MD | 501(C)(3) | LINE 12A, I | NATIONAL LUTHERAN INC | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIMROSE INTEL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 RESEARCH BLVD STE 450 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 824733502 | EIN |
| Primary Activities | SOFTWARE SOLUTIONS | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL LUTHERAN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Share Of Total Income | -$368,445 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $314,659 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.90000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (14 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE VILLAGE AT ROCKVILLE INC | ||
| D | $20,869,989 | COST |
| THE LEGACY AT NORTH AUGUSTA INC | ||
| D | $9,181,918 | COST |
| THE VILLAGE AT ORCHARD RIDGE INC | ||
| D | $17,512,235 | COST |
| THE VILLAGE AT ROCKVILLE INC | ||
| E | $119,250 | COST |
| THE VILLAGE AT ORCHARD RIDGE INC | ||
| E | $494,913 | COST |
| NATIONAL LUTHERAN HOME FOR THE AGED INC | ||
| E | $48,434,437 | COST |
| THE VILLAGE AT ROCKVILLE INC | ||
| L | $2,440,001 | COST |
| THE VILLAGE AT ORCHARD RIDGE INC | ||
| L | $1,515,000 | COST |
| THE LEGACY AT NORTH AUGUSTA INC | ||
| L | $443,000 | COST |
| THE VILLAGE AT ROCKVILLE INC | ||
| O | $124,237 | COST |
| THE VILLAGE AT ORCHARD RIDGE INC | ||
| O | $124,237 | COST |
| THE LEGACY AT NORTH AUGUSTA INC | ||
| O | $124,237 | COST |
| THE VILLAGE AT ORCHARD RIDGE INC | ||
| R | $8,357,151 | COST |
| PRIMROSE INTEL LLC | ||
| B | $750,000 | COST |