BROADMEAD INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BROADMEAD INC (EIN 52-1056690)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-10
- IRS object ID
- 201801309349300235
- Schema version
- 2016v3.0
- 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 I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T09:33:33-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE STE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521056690 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROADMEAD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROA | BusinessNameControlTxt |
| Phone | 4435788000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13801 YORK ROAD | AddressLine1Txt |
| City | COCKEYSVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210301825 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN J PALKOVITZ JR CPA | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 4435788000 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNADETTE O'TOOLE CPA | PreparerPersonNm |
| PTIN | P00229258 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN E HOWL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13801 YORK ROAD | AddressLine1Txt |
| City | COCKEYSVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210301825 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,807,217 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BROADMEAD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HOUSING, NURSING, MEALS, MEDICAL AND SOCIAL CARE, AND CULTURAL ACTIVITIES FOR THE ELDERLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 360 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | -$89,851 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$89,851 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $143,735 | PYContributionsGrantsAmt |
| CY Contributions Grants | $138,844 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,440,581 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,584,191 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,568,621 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,810,873 | CYInvestmentIncomeAmt |
| PY Other Revenue | $587,175 | PYOtherRevenueAmt |
| CY Other Revenue | $798,853 | CYOtherRevenueAmt |
| PY Total Revenue | $25,740,112 | PYTotalRevenueAmt |
| CY Total Revenue | $27,332,761 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $630,691 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $478,340 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,203,494 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,136,022 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $50,641 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,445,937 | PYOtherExpensesAmt |
| CY Other Expenses | $11,681,060 | CYOtherExpensesAmt |
| PY Total Expenses | $24,280,122 | PYTotalExpensesAmt |
| CY Total Expenses | $25,295,422 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,459,990 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,037,339 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $93,292,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,274,704 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $52,401,135 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,701,152 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,891,572 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,573,552 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FOSTER INDEPENDENCE, GROWTH AND OPPORTUNITIES IN ELDERHOOD BY SUPPORTING A DYNAMIC COMMUNITY, PROVIDING EXCEPTIONAL HEALTH SERVICES, DEVELOPING COLLABORATIVE RELATIONSHIPS AND UPHOLDING QUAKER VALUES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,198,064 | ExpenseAmt |
| Grant | $478,340 | GrantAmt |
| Revenue | $24,584,191 | RevenueAmt |
| Desc | CONTINUING CARE RETIREMENT COMMUNITY WHICH OFFERS THREE LEVELS OF CARE. THESE CONSIST OF INDEPENDENT LIVING, ASSISTED LIVING, AND THE HEALTH CARE CENTER. INDEPENDENT LIVING - TO PROVIDE COMPREHENSIVE, INDEPENDENT LIVING SERVICES FOR AGING PEOPLE, INCLUDING MEDICAL, DIETARY, SOCIAL, AND HOUSEKEEPING SERVICES FOR RESIDENTS. BROADMEAD HAD APPROXIMATELY 107,325 INDEPENDENT LIVING CENSUS DAYS DURING THE FISCAL YEAR ENDED JUNE 30, 2017. ASSISTED LIVING - TO PROVIDE AN INTERMEDIATE LEVEL OF CARE WHEN RESIDENTS NEED HELP WITH SOME ACTIVITIES OF DAILY LIVING, BUT DO NOT REQUIRE 24 HOUR SKILLED NURSING CARE, THAT ENCOURAGES RESIDENTS TO FUNCTION AT THEIR HIGHEST LEVEL OF INDEPENDENCE. BROADMEAD HAD APPROXIMATELY 9,379 ASSISTED LIVING CENSUS DAYS DURING THE FISCAL YEAR ENDED JUNE 30, 2017. HEALTH CARE CENTER - TO PROVIDE QUALITY NURSING CARE IN A COMFORTABLE HEALTH CARE CENTER. THIS LEVEL OF CARE IS AVAILABLE ON BOTH A LONG TERM AND SHORT TERM BASIS AND PROVIDES FOR 24 HOUR SKILLED NURSING CARE. BROADMEAD HAD APPROXIMATELY 19,475 HEALTH CARE CENTER CENSUS DAYS DURING THE FISCAL YEAR ENDED JUNE 30, 2017. | Desc |
| Total Program Service Expenses | $19,198,064 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 86 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 360 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN J PALKOVITZ JR - CFOTREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4435788063 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13801 YORK ROAD | AddressLine1Txt |
| City | COCKEYSVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BARRETT RUDD | |||||||||
| CHAIR - BOARD OF TRUSTEES | 10.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALICE CHERBONNIER | |||||||||
| SECRETARY - BOARD OF TRUST | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ADRIAN BISHOP | |||||||||
| MEMBER - BOARD OF TRUSTEES | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR MEYER BOYD | |||||||||
| MEMBER - BOARD OF TRUSTEES | 9.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE CREDIT | |||||||||
| MEMBER - BOARD OF TRUSTEES | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEN HOBBINS | |||||||||
| MEMBER - BOARD OF TRUSTEES | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE MANGER | |||||||||
| MEMBER - BOARD OF TRUSTEES | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CLINTON PETTUS | |||||||||
| MEMBER - BOARD OF TRUSTEES | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MONZELLA SAUNDERS-OWINGS | |||||||||
| MEMBER - BOARD OF TRUSTEES | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED THOMAS III | |||||||||
| MEMBER - BOARD OF TRUSTEES | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELEANOR LANDAUER | |||||||||
| MEMBER - BOARD OF TRUSTEES | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NARINDAR KELLY | |||||||||
| MEMBER - BOARD OF TRUSTEES | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN RIVES | |||||||||
| MEMBER - BOARD OF TRUSTEES | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROB WHITE | |||||||||
| MEMBER - BOARD OF TRUSTEES | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACKIE MINTZ | |||||||||
| MEMBER - BOARD OF TRUSTEES | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA LOUBERT | |||||||||
| MEMBER - BOARD OF TRUSTEES | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HOWL | |||||||||
| PRESIDENT/CEO | 40.00 | 1.00 | $280,579 | $0 | $18,350 | Yes (X) | |||
| JOHN PALKOVITZ | |||||||||
| TREASURER/CFO | 48.00 | 2.00 | $180,367 | $0 | $15,260 | Yes (X) | |||
| ROBIN SOMERS | |||||||||
| COO | 40.00 | 7.00 | $173,561 | $0 | $27,495 | Yes (X) | |||
| DR BARBARA CARROLL | |||||||||
| CHIEF MEDICAL OFFICER | 8.00 | 32.00 | $46,003 | $184,012 | $37,765 | Yes (X) | |||
| RITA JOHNSON-CHASE | |||||||||
| FORMER VP OF HUMAN RESOURCES | 40.00 | 4.00 | $115,733 | $0 | $3,367 | Yes (X) | |||
| KRISTY KRUEGER | |||||||||
| VP OF SALES & MARKETING | 40.00 | $183,278 | $0 | $26,208 | Yes (X) | ||||
| MEREDITH HUDKINS | |||||||||
| ASST. HEALTH CARE SERVICES ADMIN | 40.00 | $106,777 | $0 | $13,087 | Yes (X) | ||||
| LAURIE DELUCIA | |||||||||
| FORMER RESIDENCY COUNSELOR | 40.00 | $136,804 | $0 | $4,525 | Yes (X) | ||||
| JOYCE MALONE | |||||||||
| DIRECTOR OF ENVIRONMENTAL | 40.00 | $106,413 | $0 | $12,190 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,329,515 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $184,012 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $158,247 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 |
|---|---|---|---|---|---|
| WOHLSEN CONSTRUCTION COMPANY | |||||
| PO BOX 4612 | LANCASTER | PA | 17604 | CONSTRUCTION | $2,551,073 |
| RLPS ARCHITECTS | |||||
| 250 VALLEYBROOK DRIVE | LANCASTER | PA | 17601 | ARCHITECTURAL SERVICES | $984,079 |
| GENESIS REHAB SERVICES | |||||
| PO BOX 821322 | PHILADELPHIA | PA | 19182 | REHABILITATIVE THERAPY | $821,045 |
| THE ASBURY GROUP | |||||
| 250 VALLEYBROOK DRIVE | LANCASTER | PA | 17601 | IT SERVICES/HOSTING | $798,640 |
| DAVID M AUGUSTYNIAK | |||||
| 4131 MCNABB ROAD | WHITEFORD | MD | 21160 | CONSTRUCTION | $548,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $138,844 | AllOtherContributionsAmt |
| Total Contributions | $138,844 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT CARE SERVICES | 623000 | $17,828,183 | $17,828,183 |
| AMORTIZATION OF ENTRANCE FEES | 623000 | $5,010,618 | $5,010,618 |
| MEDICAL REVENUE | 623000 | $1,745,390 | $1,745,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,584,191 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $896,329 | TotalRevenueColumnAmt |
| Exclusion | $896,329 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $68,675 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,403 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,272 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,272 | TotalRevenueColumnAmt |
| Exclusion | $54,272 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,237,940 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,242,510 | SecuritiesAmt |
| Other | $80,886 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $995,430 | SecuritiesAmt |
| Other | -$80,886 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $914,544 | TotalRevenueColumnAmt |
| Exclusion | $914,544 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $152,720 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $136,657 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,063 | TotalRevenueColumnAmt |
| Exclusion | $16,063 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| COFFEE SHOP INCOME | 623000 | $176,058 | $176,058 | |
| BEAUTY SHOP INCOME | 623000 | $147,775 | $147,775 | |
| INCOME FROM PASSTHROUGH | 623000 | $6,277 | $96,128 | -$89,851 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $398,408 | TotalRevenueColumnAmt |
| Exclusion | $398,408 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $728,518 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,332,761 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,584,191 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$89,851 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,699,577 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,198 | TotalAmt |
| Program Services | $366,198 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,142 | TotalAmt |
| Program Services | $112,142 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,465 | TotalAmt |
| Program Services | $523,347 | ProgramServicesAmt |
| Management And General | $132,493 | ManagementAndGeneralAmt |
| Fundraising | $6,625 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,619,599 | TotalAmt |
| Program Services | $6,748,660 | ProgramServicesAmt |
| Management And General | $1,829,743 | ManagementAndGeneralAmt |
| Fundraising | $41,196 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,493 | TotalAmt |
| Program Services | $163,369 | ProgramServicesAmt |
| Management And General | $65,124 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,888,057 | TotalAmt |
| Program Services | $2,224,542 | ProgramServicesAmt |
| Management And General | $663,515 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $737,408 | TotalAmt |
| Program Services | $555,719 | ProgramServicesAmt |
| Management And General | $178,869 | ManagementAndGeneralAmt |
| Fundraising | $2,820 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,961 | TotalAmt |
| Management And General | $130,961 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,904 | TotalAmt |
| Management And General | $47,904 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,610 | TotalAmt |
| Management And General | $117,610 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,368 | TotalAmt |
| Program Services | $381,086 | ProgramServicesAmt |
| Management And General | $130,282 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,798 | TotalAmt |
| Management And General | $249,798 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,133,798 | TotalAmt |
| Program Services | $1,999,480 | ProgramServicesAmt |
| Management And General | $134,318 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $904,577 | TotalAmt |
| Program Services | $4,215 | ProgramServicesAmt |
| Management And General | $900,362 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,506,600 | TotalAmt |
| Program Services | $1,276,498 | ProgramServicesAmt |
| Management And General | $230,102 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,235 | TotalAmt |
| Program Services | $1,655 | ProgramServicesAmt |
| Management And General | $32,580 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,833 | TotalAmt |
| Program Services | $14,646 | ProgramServicesAmt |
| Management And General | $54,187 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,892 | TotalAmt |
| Program Services | $119,892 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,946,213 | TotalAmt |
| Program Services | $3,946,213 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,244 | TotalAmt |
| Management And General | $199,244 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER EXPENSES | $997,070 | $130,604 | $866,466 |
| PHARMACY, LAB AND DRUGS | $645,301 | $611,545 | $33,756 |
| BOOKS, DUES, SUBSCRIPTI | $49,193 | $5,605 | $43,588 |
| LICENSES AND FEES | $18,463 | $12,648 | $5,815 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,295,422 | TotalAmt |
| Program Services | $19,198,064 | ProgramServicesAmt |
| Management And General | $6,046,717 | ManagementAndGeneralAmt |
| Fundraising | $50,641 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,276,255 | BOYAmt |
| EOY | $3,670,421 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,805,977 | BOYAmt |
| EOY | $1,651,083 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,758 | BOYAmt |
| EOY | $74,434 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,396 | BOYAmt |
| EOY | $330,463 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $80,684,608 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,054,733 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,162,580 | BOYAmt |
| EOY | $37,629,875 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,819,994 | BOYAmt |
| EOY | $50,575,528 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,425,925 | BOYAmt |
| EOY | $3,997,438 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,822 | BOYAmt |
| EOY | $345,462 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,292,707 | BOYAmt |
| EOY | $98,274,704 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,406,141 | BOYAmt |
| EOY | $3,126,301 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,131,101 | BOYAmt |
| EOY | $24,324,817 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,504,381 | BOYAmt |
| EOY | $6,585,203 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,400,026 | BOYAmt |
| EOY | $16,666,336 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $824,757 | BOYAmt |
| EOY | $824,757 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,729 | BOYAmt |
| EOY | $173,738 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,401,135 | BOYAmt |
| EOY | $51,701,152 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,800,766 | BOYAmt |
| EOY | $30,085,655 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,258,404 | BOYAmt |
| EOY | $12,655,495 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,832,402 | BOYAmt |
| EOY | $3,832,402 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,891,572 | BOYAmt |
| EOY | $46,573,552 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,292,707 | BOYAmt |
| EOY | $98,274,704 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,037,339 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,650,538 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$5,897 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $277,237 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $143,735 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,844 | CurrentTaxYearAmt |
| Total | $733,255 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,947,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,682,572 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,302,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,440,581 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,584,191 | CurrentTaxYearAmt |
| Total | $108,957,211 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $707,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $764,060 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $843,692 | CurrentTaxYearMinus2YearsAmt |
| Total | $2,315,283 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,751,584 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,523,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,423,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,584,316 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,723,035 | CurrentTaxYearAmt |
| Total | $112,005,749 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $2,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100 | CurrentTaxYearAmt |
| Total | $13,090 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $2,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100 | CurrentTaxYearAmt |
| Total | $13,090 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $111,992,659 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,023,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,171,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,396,754 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,289,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $965,004 | CurrentTaxYearAmt |
| Total | $5,846,235 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,023,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,171,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,396,754 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,289,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $965,004 | CurrentTaxYearAmt |
| Total | $5,846,235 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,000 | CurrentTaxYearAmt |
| Total | $53,700 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,782,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,700,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,828,619 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,888,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,706,039 | CurrentTaxYearAmt |
| Total | $117,905,684 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94680 | PublicSupportPY509Pct |
| Investment Income CY | 0.04960 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05180 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | APPLICATION FEES - 2012 AMOUNT: $ 7,700. 2013 AMOUNT: $ 4,900. 2014 AMOUNT: $ 8,600. 2015 AMOUNT: $ 14,500. 2016 AMOUNT: $ 18,000. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 3 | TotalEasementsCnt |
| Total Acreage | 37.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 0.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,082,526 | BeginningYearBalanceAmt |
| Contributions | $87,986 | ContributionsAmt |
| Investment Earnings Or Losses | $2,040,136 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $153,657 | OtherExpendituresAmt |
| End Year Balance | $21,056,973 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,322,234 | BeginningYearBalanceAmt |
| Contributions | $48,458 | ContributionsAmt |
| Investment Earnings Or Losses | -$129,383 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $158,783 | OtherExpendituresAmt |
| End Year Balance | $19,082,526 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,041,820 | BeginningYearBalanceAmt |
| Contributions | $118,423 | ContributionsAmt |
| Investment Earnings Or Losses | $314,951 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $152,960 | OtherExpendituresAmt |
| End Year Balance | $19,322,234 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,592,597 | BeginningYearBalanceAmt |
| Contributions | $2,513,461 | ContributionsAmt |
| Investment Earnings Or Losses | $2,085,673 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $149,911 | OtherExpendituresAmt |
| End Year Balance | $19,041,820 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,382,967 | BeginningYearBalanceAmt |
| Contributions | $12,089 | ContributionsAmt |
| Investment Earnings Or Losses | $1,356,718 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $159,177 | OtherExpendituresAmt |
| End Year Balance | $14,592,597 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.73330 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08470 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,590,974 | OtherCostOrOtherBasisAmt |
| Book Value | $1,590,974 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,585,319 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,231,534 | DepreciationAmt |
| Book Value | $26,353,785 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,449,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,823,199 | DepreciationAmt |
| Book Value | $5,626,396 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,058,720 | OtherCostOrOtherBasisAmt |
| Book Value | $4,058,720 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,629,875 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOND INTEREST PAYABLE | $10,161 |
| ANNUITY PAYABLE | $163,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $173,738 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $31,335,044 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,650,538 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $394,746 | OtherRevenueAmt |
| Revenue Not Reported | $4,045,284 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,289,760 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $117,610 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$74,609 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $43,001 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,332,761 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,653,064 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $475,252 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $475,252 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,177,812 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $117,610 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $117,610 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,295,422 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | PRIORITY DEPOSITS ARE RECEIVED FROM PROSPECTIVE RESIDENTS ENTITLING THEM TO PRIORITY FOR THE ASSIGNMENT OF AVAILABLE UNITS. PRIORITY DEPOSITS ARE APPLIED AGAINST THE TOTAL ENTRANCE FEE UPON OCCUPANCY OR ARE REFUNDED TO THE PROSPECTIVE RESIDENTS WHO WITHDRAW FROM THE PRIORITY DEPOSIT LIST. PRIORITY DEPOSITS FOR THE FISCAL YEARS ENDED JUNE 30, 2017 AND 2016 TOTALED $444,000 AND $287,500, RESPECTIVELY. RESIDENT ENTRANCE FEES ARE DUE IN FULL UPON OCCUPANCY AND REPRESENT THE CORPORATION'S OBLIGATION TO PROVIDE CONTINUING CARE TO THE RESIDENTS. ENTRANCE FEES ARE REFUNDABLE OVER A PERIOD THAT EXPIRES OVER 48 MONTHS: 6% IN THE FIRST MONTH OF OCCUPANCY AND 2% PER MONTH THEREAFTER. THE CONTRACTUAL REFUNDABLE AMOUNT TO ALL CURRENT RESIDENTS BASED ON THE PROVISIONS OF THEIR RESIDENCE AND CARE AGREEMENTS IS $16,222,336 AND $17,112,526 AS OF JUNE 30, 2017 AND 2016, RESPECTIVELY. |
| PART V, LINE 4: | PERMANENT ENDOWMENT FUNDS ARE USED TO SUPPORT THE BRUCK ACTIVITIES. TEMPORARY ENDOWMENT FUNDS ARE USED TO SUPPORT THE MISSION OF THE ORGANIZATION. |
| PART X, LINE 2: | THE CORPORATION AND ITS AFFILIATE ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 509(A) OF THE CODE. THE CORPORATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. MANAGEMENT HAS DETERMINED THAT THIS STANDARD DOES NOT HAVE A MATERIAL IMPACT ON THE COMBINED FINANCIAL STATEMENTS. THE CORPORATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2014 TO 2016 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | BMSI 380. BMSI INCLUDED ON BROADMEAD, INC. FS 394,366. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS LOSS ON DISPOSAL OF ASSET -80,886. INCOME FROM PASSTHROUGH ENTITY 6,277. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASS LOSS ON DISPOSAL OF ASSET 80,886. BMSI ACCOUNTS 394,366. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BROADMEAD MEDICAL SERVICES INC | |||||||
| 13801 YORK ROAD | COCKEYSVILLE | MD | 21030 | 521405983 | 501(C)(3) | $356,647 | SEE SCHEDULE I, PART IVTO COVER THE RELATED ORGANIZATION'S EXPENSES THAT ARISE FROM CARRYING OUT THE MISSION OF THE ORGANIZATION. |
| FRIENDS CARE INC | |||||||
| 13801 YORK ROAD | COCKEYSVILLE | MD | 13801 | 522014213 | 501(C)(3) | $9,551 | SEE SCHEDULE I, PART IVTO COVER THE RELATED ORGANIZATION'S EXPENSES THAT ARISE FROM CARRYING OUT THE MISSION OF THE ORGANIZATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| GRANTS TO RESIDENTS FOR MONTHLY FEES | 7 | $106,138 | N/A | N/A |
| SCHOLARSHIP GRANT | 4 | $6,004 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BROADMEAD PROVIDES GRANTS TO RELATED ORGANIZATIONS, BROADMEAD MEDICAL SERVICES, INC. AND FRIENDS CARE, INC. BROADMEAD IS ABLE TO MONITOR BROADMEAD MEDICAL SERVICES AND FRIENDS CARE, INC.'S USE OF THE FUNDS THROUGH ITS ACCESS TO BROADMEAD MEDICAL SERVICES AND FRIENDS CARE, INC.'S FINANCIAL RECORDS. | 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 |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN HOWL | ||||||||||||||
| PRESIDENT/CEO | $260,559 | $0 | $10,000 | $0 | $10,020 | $0 | $9,321 | $0 | $9,029 | $0 | $298,929 | $0 | $0 | $0 |
| JOHN PALKOVITZ | ||||||||||||||
| TREASURER/CFO | $176,846 | $0 | $3,521 | $0 | $0 | $0 | $6,606 | $0 | $8,654 | $0 | $195,627 | $0 | $0 | $0 |
| ROBIN SOMERS | ||||||||||||||
| COO | $169,966 | $0 | $3,595 | $0 | $0 | $0 | $6,801 | $0 | $20,694 | $0 | $201,056 | $0 | $0 | $0 |
| DR BARBARA CARROLL | ||||||||||||||
| CHIEF MEDICAL OFFICER | $45,073 | $180,293 | $930 | $3,719 | $0 | $0 | $1,953 | $7,811 | $5,600 | $22,401 | $53,556 | $214,224 | $0 | $0 |
| KRISTY KRUEGER | ||||||||||||||
| VP OF SALES & MARKETING | $180,423 | $0 | $2,855 | $0 | $0 | $0 | $6,722 | $0 | $19,486 | $0 | $209,486 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | BROADMEAD, INC. PROVIDED HOUSING ALLOWANCE TO JOHN HOWL, CEO. THIS WAS INCLUDED IN HIS EMPLOYMENT AGREEMENT BECAUSE HE RELOCATED FROM WISCONSIN AND WAS NOT PLANNING TO IMMEDIATELY PURCHASE A HOUSE. THE CALENDAR YEAR AMOUNT WAS $6,600. AS THIS WAS THE FIRST TIME BROADMEAD HAD ENCOUNTERED A HOUSING ALLOWANCE, AND HAS NOT ENCOUNTERED ONE SINCE, THERE IS NO FORMAL, WRITTEN POLICY FOR THE COMPANY REGARDING THIS MATTER. DETAILS OF THE HOUSING ALLOWANCE ARE ONLY FOUND IN THE CEO'S EMPLOYMENT AGREEMENT. JOHN HOWL ALSO HAD TAX INDEMNIFICATION AND GROSS-UP PAYMENTS IN THE AMOUNT OF $4,020 DURING THE CALENDAR YEAR. | 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 | MARYLAND HEALTH AND HIGHER EDUCATION FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 520936091 | BondIssuerEIN |
| Bond Issued | 2015-04-24 | BondIssuedDt |
| Issue Price | $8,517,365 | IssuePriceAmt |
| Purpose | FINANCE & RE-FINANCE CERTAIN CAPITAL PROJECTS AND REFUND 1997 BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,840,051 | RetiredAmt |
| Total Proceeds | $8,517,365 | TotalProceedsAmt |
| Other Spent Proceeds | $8,517,365 | OtherSpentProceedsAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE K, PART I, COLUMN D | FormAndLineReferenceDesc |
| Explanation | (D) DATE ISSUED: AMENDMENTS WERE MADE ON APRIL 24, 2015 TO THE TERMS OF A BOND THAT HAD BEEN ISSUED IN 2010 FOR THE BENEFIT OF THE ORGANIZATION. AS A RESULT OF THESE AMENDMENTS, THE 2010 BOND WAS TREATED AS REISSUED IN THE AMOUNT OF $8,517,365 AND A PROTECTIVE FORM 8038 WAS FILED IN 2015 BY THE ISSUER WITH RESPECT TO THE BOND AS AMENDED IN 2015. THIS SCHEDULE K HAS BEEN PREPARED CONSISTENT WITH THE 2015 FORM 8038. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THOSE OFFICERS OF THE CORPORATION WHO ARE TRUSTEES AND THREE OTHER TRUSTEES RECOMMENDED BY THE COMMITTEE ON TRUSTEES AND APPROVED BY THE BOARD. THE CHAIR OF THE BOARD IS THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS AUTHORIZED BY THE BOARD TO CONDUCT ROUTINE TIME-SENSITIVE BUSINESS BETWEEN SCHEDULED MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE IS ALSO AUTHORIZED BY THE BOARD TO ADDRESS ISSUES OF AN EMERGENCY NATURE BETWEEN SCHEDULED MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL MEET AT THE CALL OF THE CHAIR WHEN, IN HIS OR HER JUDGMENT, SUCH A MEETING IS APPROPRIATE. THE CHAIR SHALL CALL A MEETING OF THE EXECUTIVE COMMITTEE UPON THE WRITTEN REQUEST OF ANY TWO MEMBERS OF THE EXECUTIVE COMMITTEE. FOUR MEMBERS OF THE EXECUTIVE COMMITTEE INCLUDING AT LEAST TWO OFFICERS AND AT LEAST ONE NON-OFFICER TRUSTEE SHALL BE A QUORUM FOR THE TRANSACTION OF BUSINESS. THE EXECUTIVE COMMITTEE SHALL REPORT ALL ACTIONS TAKEN AT THE NEXT SCHEDULED MEETING OF THE BOARD. ALL MEMBERS OF THE BOARD SHALL BE GIVEN NOTICE OF THE COMMITTEE'S MEETINGS AT THE SAME TIME AND MANNER IN WHICH NOTICE IS GIVEN TO THE COMMITTEE MEMBERS AND SHALL BE ENTITLED TO ATTEND MEETINGS OF THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE CORPORATION IS FRIENDS CARE, INC., A MARYLAND NONSTOCK CORPORATION (THE "MEMBER"). |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL TRUSTEES SHALL BE APPOINTED AND THE CLASS OF EACH TRUSTEE SHALL BE DETERMINED BY THE MEMBER, PROVIDED, HOWEVER, THAT AT ALL TIMES AT LEAST A MAJORITY OF THE TRUSTEES MUST BE MEMBERS OF THE RELIGIOUS SOCIETY OF FRIENDS. |
| FORM 990, PART VI, SECTION A, LINE 7B | ACTION BY THE MEMBER: ANY ACTION REQUIRED OR PERMITTED TO BE TAKEN AT A MEETING OF THE MEMBERSHIP MAY BE APPROVED BY THE MEMBER AT SUCH MEETING OR WITHOUT A MEETING IF A UNANIMOUS WRITTEN CONSENT WHICH SETS FORTH THE ACTION IS: (I) SIGNED BY THE MEMBER; AND (II) FILED WITH THE MINUTES OF THE PROCEEDINGS OF THE MEMERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WAS REVIEWED INITIALLY BY THE CFO/TREASURER AND THE ENTIRE BOARD FOR ACCURACY AND COMPLETENESS. AFTER REVIEW, COMMENTS WERE PROVIDED TO THE EXTERNAL PREPARER TO MAKE ADJUSTMENTS. ONCE ADJUSTMENTS WERE MADE, A FINALIZED COPY WAS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AS PART OF BROADMEAD'S QUAKER RELIGIOUS TENETS, THE ORGANIZATION DOES NOT USE CHECKLISTS OR REQUIRE SIGNATURES ON CERTAIN DOCUMENTS. THERE IS A VERBAL ACKNOWLEDGEMENT OF BOTH INDEPENDENCE AND CONFLICT OF INTEREST ISSUES ANNUALLY, WHICH IS REPORTED TO THE RISK MANAGEMENT COMMITTEE. TRUSTEES ARE REQUIRED TO REPORT CONFLICTS OF INTEREST OR INDEPENDENCE ISSUES THAT ARISE DURING THE YEAR. WHEN A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE INTERESTED PARTY IS NOT PERMITTED TO VOTE ON THE MATTER. THIS IS ADDRESSED IN THE ORGANIZATION'S BYLAWS |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS USED TO DETERMINE THE CEO'S COMPENSATION IS TO USE AN INDEPENDENT CONSULTANT TO REVIEW COMPENSATION FOR SIMILAR EXECUTIVES. THIS INFORMATION IS PROVIDED TO THE EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE, WHICH CONSISTS OF BOARD MEMBERS, AND THEY DETERMINE WHETHER THE CEO'S COMPENSATION IS APPROPRIATE AND RECOMMEND ANY INCREASE FOR THE NEXT FISCAL YEAR. THE COMPENSATION FOR KEY EMPLOYEES IS REVIEWED ANNUALLY BY THE CEO. IF A NEW KEY EMPLOYEE IS HIRED INTO AN ALREADY ESTABLISHED POSITION, THEIR COMPENSATION IS BASED ON THE COMPENSATION OF THE EMPLOYEE WHO PREVIOUSLY HELD THE POSITION IN ADDITION TO THE EXPERIENCE OF THE NEW HIRE. IF A KEY EMPLOYEE IS HIRED FOR A NEW POSITION, A CONSULTANT IS USED TO DETERMINE AN APPROPRIATE SALARY RANGE. CEO AND KEY EMPLOYEE COMPENSATION WAS LAST REVIEWED IN FEBRUARY 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | BROADMEAD'S FORM 1023, 990, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE CURRENTLY AVAILABLE IN THE OFFICE OF THE CFO/TREASURER. |
| FORM 990, PART XI, LINE 9: | INCOME FROM PASSTHROUGH ENTITY NOT ON BOOKS -6,277. BROADMEAD MEDICAL SERVICES INC 380. BMSI EXPENSES -394,366. BMSI EXPENSES 394,366. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS REGARDING THE COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BROADMEAD MEDICAL SERVICES INC | |||||||||||
| 13801 YORK ROAD | COCKEYSVILLE | MD | 21030 | 521405983 | PROVIDE PHYSICIAN AND RELATED SERVICES TO THE RESIDENTS OF BROADMEAD | MD | 501(C)(3) | LINE 10 | BROADMEAD INC | Yes (1) | |
| FRIENDS CARE INC | |||||||||||
| 13801 YORK ROAD | COCKEYSVILLE | MD | 21030 | 522014213 | TO CARRY OUT THE PURPOSES OF IT SUPPORTED ORGANIZATIONS | MD | 501(C)(3) | LINE 10 | 0 | N/A | |
| FRIENDS SHARE INC | |||||||||||
| 13801 YORK ROAD | COCKEYSVILLE | MD | 21030 | 522012524 | PROVIDE FUND DEVELOPMENT SERVICES TO FRIENDS CARE, INC. AND BROADMEAD, INC. | MD | 501(C)(3) | LINE 12 | FRIENDS CARE INC | 0 | |
| 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 | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BROADMEAD MEDICAL SERVICES INC | ||
| B | $356,647 | COST |
| FRIENDS CARE INC | ||
| B | $9,551 | COST |
| BROADMEAD MEDICAL SERVICES INC | ||
| P | $140,483 | COST |
| FRIENDS CARE INC | ||
| P | $157,882 | COST |
| FRIENDS CARE INC | ||
| L | $51,586 | COST |